SPDR Dow Jones Industrial Average ETF

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Invesco QQQ Trust Series 1

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is drawing bearish attention as shares slide toward recent lows, with traders tying the discussion to hot inflation data and the Iran conflicts impact on energy prices, while debating Trumps economic and foreign-policy fallout ahead of the midterms. Some view the stock as driven mainly by political sentiment rather than business fundamentals, while others see the decline as a potential buying opportunity.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Labs Neutron debut has been pushed to 2027 after manufacturing defects were found in a carbon-composite tank component, intensifying the stocks selloff. Traders are divided between viewing the delay as a prudent safety decision and seeing it as another execution setback that could postpone growth and revenue.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Hot inflation readings have revived fears of further Fed rate hikes, while a global semiconductor and AI-stock selloff is adding pressure to the tech-heavy QQQ. Traders are divided between expecting a deeper correction and viewing the decline as a dip-buying opportunity.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

A broad semiconductor selloff, fueled by hotter inflation data and worries about interest rates, AI valuations, and Chinese chip competition, is hitting SOXL especially hard because it targets 3x daily returns. Traders are split between expecting more downside and arguing the drop is overdone given chip demand and company results.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

The FDA expanded ANKTIVAs approval to cover BCG-unresponsive papillary-only bladder cancer, broadening its eligible patient population ahead of the expected decision date. Many traders view the move as a major commercial and regulatory milestone, while others are disappointed by the muted share-price reaction and debate whether the news was already priced in.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

Hot inflation data has intensified debate over further Fed hikes and elevated Treasury yields, while TLTs resilience amid falling yields and equity weakness has fueled talk of a safe-haven rotation. Bulls see room for a bond rebound, but bears warn persistent inflation and possible rate hikes could keep pressure on long-duration Treasuries.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSMCs strong quarterly results and upbeat outlook, supported by robust AI-chip demand, are drawing attention as shares fall with the broader semiconductor selloff. Traders are split between viewing the pullback as a buying opportunity and arguing that strong results were priced in amid risk-off sentiment and questions about AI spending and higher rates.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

A hotter-than-expected producer-inflation report, following a hot CPI reading, is driving concerns about further Fed rate hikes and weighing on equities, alongside a semiconductor and AI-stock selloff. Traders are split between expecting more downside and viewing the dip as priced in, with some noting that falling Treasury yields and SPYs relative resilience could support a bounce.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following segments: Walmart U.S., Walmart International, and Sam's Club U.S. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club U.S. segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmarts rally is drawing attention after Deutsche Bank upgraded the stock to Buy, citing a favorable outlook from its value proposition, potential market-share gains, and improving margins. Traders are largely celebrating the upgrade and defensive-sector strength, while some caution that the recent run has stretched the stocks valuation and momentum.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Globals agreements with GE Vernova and Baker Hughes to expand gas-fired, off-grid power capacity for data centers have sparked discussion of a potential AI-related growth business alongside its LNG operations. Traders see the opportunity as meaningful but unproven: the framework agreements are not equipment orders, and the community is looking for a named data-center customer before treating the plan as a concrete revenue catalyst.

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$SMCI BREAKING NEWS  
Q4 preannouncement 
 
Revenues 11-12.5B 
GROSS MARGINS A STUNNING 15% 
FAR HIGHER than guidance of 8.2!!!

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Cdalling

$SMCI Believe me ws only cares about real numbers so we can take the post off below, ws isnt buying wake up

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HighRewards

$SMCI Thank you for the 295 likes!  
#FeaturedPost 
 
@Stocktwits is awesome ! :)

Congo

$SMCI WE AREN&#39;T LYING THIS TIME!!!! WE ARE REALLY TELLING THE TRUTH THIS TIME!!!!  60b CAME OUT OF THIN AIR!!!!  
 
SCAMMERS GONNA SCAM AND LONGTARDS GONNA BELIEVE IT ....... AGAIN

nopumpdump

$SMCI  $NVDA  $BTC 

Who cares, bulls still have til August 11th and anything can happen before that time.

I will get the price i want at discount so don&#39;t even bother thinking that you bulls are going to make it out of Area 51, cause you&#39;ll be sent to a facility scrubbing a lower floor before you see it move beyond Area 51.

Don&#39;t think the aggregations can go away with your sweetheart NVDA until bulls go to the scrubbing floor.

Monica Macez

QuantQNT

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Bruno Ferdinand

Market Pulse

$SMCI Double the margins! Double the price!

$SMCI $NVDA $SMCI Wait until tomorrow when the real 21% current shares outstanding short Monster Squeeze Hits!  “Pow Alice, To the Moon!” 🌙. It will be like Avis Car Rental earlier this Spring! 😎

$SMCI revenue forecasted to hit the low end of guidance, but margins set to 2x guidance.  components got a lot cheaper.

amberajax2point0

$SMCI Huge congrats to all the bulls! 🍾

Murad Kanouni

Super Micro Computer Inc

 BREAKING NEWS  
Q4 preannouncement 
 
Revenues 11-12.5B 
GROSS MARGINS A STUNNING 15% 
FAR HIGHER than guidance of 8.2!!!

@Congostockchat let the 3rd WAVE BEGGGGGGIN!

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@Congostockchat $60B backlog!  Holy Crap if they get caught up we are looking at $20B quarters coming up

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BRAINTRADER

WolfieMan

 $60B backlog!  Holy Crap if they get caught up we are looking at $20B quarters coming up

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Nrupen Mandava

@Congostockchat     The prior $7B financing/dilution concern is still real.

Citten

James Beckers

     The prior $7B financing/dilution concern is still real.

Walnuts86

@Congostockchat I thought it was 15 to 17% higher THAN the guidance of 8~% so like 10%?

Mark Owen

funkymonkey_

Joey Theriault

 I thought it was 15 to 17% higher THAN the guidance of 8~% so like 10%?

@Tridity noooooo 
 
15-17% margins vs 8.2 
so 100% improved

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 noooooo 
 
15-17% margins vs 8.2 
so 100% improved

@Congostockchat ah,  seems they have now also edited the news I saw before. Nice one

 ah,  seems they have now also edited the news I saw before. Nice one

Jj Filoon

@Congostockchat  so  they teamed  up  with   Elon  and $SPCX  and  have  60b  in  back  orders  but  market  cap  is  15b??? 
 
uh…

ELON

SpaceX

  and  have  60b  in  back  orders  but  market  cap  is  15b??? 
 
uh…

Jason

@Congostockchat 
Who signs off on an 8k, files it with the sec knowing fulling your company is under a federal investigation for insider trading and falsifying accounting records?

Only scammers and pumpers who borrowed on margin and are worried their assets will be liquidated

 
Who signs off on an 8k, files it with the sec knowing fulling your company is under a federal investigation for insider trading and falsifying accounting records?

Only scammers and pumpers who borrowed on margin and are worried their assets will be liquidated

@Congostockchat would be great to know how they have been able to double margins?  It is quite incredible.

Jack

 would be great to know how they have been able to double margins?  It is quite incredible.

@Antipasti more of a mix of enterprise customers and DCBBS.  
It was the huge hyperscaler orders that were taking down the margins so much. That&#39;s still there but more balanced now. 
GL!

 more of a mix of enterprise customers and DCBBS.  
It was the huge hyperscaler orders that were taking down the margins so much. That's still there but more balanced now. 
GL!

@Congostockchat The AI server maker expects gross margins in the range of 15% to 17% for the quarter ended June 30, well above its earlier forecast of 8.2% to 8.4%, &quot;primarily due to a favorable customer and product mix.&quot;

 The AI server maker expects gross margins in the range of 15% to 17% for the quarter ended June 30, well above its earlier forecast of 8.2% to 8.4%, "primarily due to a favorable customer and product mix."

John McAuliffe

@Congostockchat @Antipasti SpaceX was the big one