SPDR Dow Jones Industrial Average ETF

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Invesco QQQ Trust Series 1

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Reports that AMD notified customers of a roughly 10% chip price increase beginning in Q4, linked to higher TSMC wafer costs, are fueling a rally to all-time highs that has traders eyeing trillion-dollar market cap status. Bulls frame the hike as evidence of pricing power, while skeptics call the move an overextended, hype-driven short squeeze at stretched valuations.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

CRML is surging after the U.S. announced a security agreement with Denmark and Greenland granting Washington permanent military access to the island, where the company's Tanbreez rare earth project is located, with traders also framing the move ahead of an upcoming U.S.-China summit set to address critical minerals. The community is heavily bullish, with many anticipating a short squeeze on elevated short interest, while skeptics counter that the pact covers security rather than mining rights and does little for a project still years from production.

Maase, Inc. operates as a integrated provider and operator of artificial intelligence (AI) centric full-scene digital systems. The firm focus on areas of flexible energy deployment and intelligent commercial network operation, and provide closed-loop solutions from computing infrastructure, smart hardware and full-scene services, aiming to achieve large-scale implementation of AI technologies across industries. The company was founded by Hai Feng Yu on August 6, 2018 and is headquartered in Qingdao, China.

Maase Inc. - Ordinary Shares - Class A

Highest Performances Holdings Inc. - ADR

MAAS is drawing attention after a run of back-to-back enterprise AI contract announcementscompute-capacity leases and prepaid token/API service agreements, including a large 12-month compute deal with VirtAI Techwhich traders view as a shift from one-off projects toward recurring revenue. The community is split between bulls citing the accelerating contract cadence and an unusually heavy volume spike as confirmation, and skeptics arguing the signed contracts still need to convert into recognized revenue, margin, and cash.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Shares are sliding after Novo Nordisk's Capital Markets Day, where long-term pipeline and growth targets failed to ease investor concerns about Eli Lilly's competitive lead and looming semaglutide patent expirations. The community is split, with many traders criticizing management's presentation and calling for leadership change, while dip-buyers see an oversold stock at a cheap valuation and some claim the drop is a coordinated selloff despite positive CagriSema head-to-head data against Lilly's tirzepatide.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

A sharp, short-squeeze-fueled rally is dominating the conversation, with traders citing reported but unconfirmed talks for SK Hynix to produce memory chips at Intel's Ohio site and CEO Lip-Bu Tan's comments that Intel can meet only about half of customer CPU demand as AI shifts toward inference and agentic workloads. Bulls see heavy call-option buying, dark-pool activity, and ongoing deal speculation keeping the run alive, while skeptics call the move momentum-driven with no partnership confirmed.

Dutch Bros, Inc. engages in operating and franchising drive-thru shops that focus on handcrafted beverages. It operates through the Company-Operated Shops, and Franchising and Other segments. The Company-Operated Shops segment consists of coffee shop sales to customers. The Franchising and Other segment is involved in bean and product sales to franchisees and includes the initial franchise fees, royalties, and marketing fees. The company was founded by Travis Boersma and Dane Boersma in 1992 and is headquartered in Tempe, AZ.

Dutch Bros Inc - Ordinary Shares - Class A

Dutch Bros Inc

Dutch Bros is trending as its shares slide to 52-week lows, a steep drawdown traders tie to valuation compression on a still-elevated multiple, the failed Salad and Go bid that rival 7Brew topped, and dilution concerns around a shelf registration. The community is sharply divided between dip-buyers calling the stock oversold on strong store growth, revenue beats, and raised guidance, and bears who argue it remains too expensive as consumer and restaurant peers broadly weaken.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

Bitcoin's rebound is lifting crypto-treasury stocks, putting Strive in focus as it climbs alongside peers like Strategy while notably underperforming them. Traders are split on the laggard action  some suspect warrant exercises are creating dilution, others blame market-maker suppression and heavy short positioning, while bulls point to Strive's accelerating Bitcoin accumulation and squeeze potential.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm is rallying with the broader chip sector as traders rotate back into semis on booming CPU demand for agentic AI, with some crediting Meta's Muse announcement as a fresh read-through for AI-CPU suppliers and the stock building on CEO Rene Haas's comments that supply constraints have eased and Arm can convert multi-billion-dollar AGI CPU demand into revenue. Community sentiment is largely bullish amid heavy call buying, though skeptics counter that there is no fresh company-specific news and the move is simply the sector bid.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

Traders are reacting to the Federal Reserve's first rate hike in three years, with bulls arguing SoFi had already factored multiple hikes into its guidance and bears warning that higher rates will pressure its lending business and keep the stock suppressed. Sentiment is also colored by the stock's persistent underperformance versus Robinhood and other fintech peers, along with recurring complaints about a repetitive intraday pattern, perceived manipulation, and management's dilution.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Bitcoin's rally to multi-month highs is driving a sharp move in Strategy and other crypto-linked stocks, reinforced by the company's regulatory filing disclosing a 950 BTC purchase and STRC preferred-stock repurchases funded with cash rather than new share issuance through its ATM. Bullish traders are celebrating the move and speculating about a short squeeze, while skeptics argue the stock now trades at a substantial premium to its Bitcoin holdings per share and warn that dilution is coming.

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$BCIC just had an external audit on valuations and book value done by one of the best accounting firms in the business, Deloitte.

It&#39;s the only BDC I own trading at a 50% discount to it&#39;s NAV and paying a dividend covered 2 times by NII. 

Highly overlooked in the space.

Maybe they should ALL pay for external audits and follow suit?

$BIZD $OWL $OBDC $BXSL $MSDL

https://x.com/i/status/2062234517692366854

Ryan Wiggins

🚨 THE DOJ IS NOW INVESTIGATING THE $1.8 TRILLION PRIVATE CREDIT INDUSTRY.The same market that has been financing most of America's AI infrastructure buildout.The Manhattan U.S. Attorney's Office has opened a federal investigation into how private credit funds value their... pic.twitter.com/GoPiicw3Es

X (Formerly Twitter)

Bull Theory on X (formerly Twitter): "🚨 THE DOJ IS NOW INVESTIGATING THE $1.8 TRILLION PRIVATE CREDIT INDUSTRY.The same market that has been financing most of America's AI infrastructure buildout.The Manhattan U.S. Attorney's Office has opened a federa...

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VanEck BDC Income ETF

Blue Owl Capital Inc - Ordinary Shares - Class A

Owl Rock Capital Corp

Blackstone Secured Lending Fund

Morgan Stanley Direct Lending Fund

$BCIC just had an external audit on valuations and book value done by one of the best accounting firms in the business, Deloitte.

It's the only BDC I own trading at a 50% discount to it's NAV and paying a dividend covered 2 times by NII. 

Highly overlooked in the space.

Maybe they should ALL pay for external audits and follow suit?



H. E. Pennypacker

@Dr_Van_Nostrend hi bcic. Should I jump in at this level..nibble a little, it&#39;s a steady dividends payer or is it lumped together with all bdc.  Bought owl / msdl. They just fell in price and not doing well..do you think bcic can hold it&#39;s price and dividends 
Thanks in advance 
In other words at current level is it a buy

 hi bcic. Should I jump in at this level..nibble a little, it's a steady dividends payer or is it lumped together with all bdc.  Bought owl / msdl. They just fell in price and not doing well..do you think bcic can hold it's price and dividends 
Thanks in advance 
In other words at current level is it a buy

@daylite  Dividends are well covered by NII and book value is more than double this price, so huge margin of safety and a hefty payout.  Will slosh around with BDC sector unless mgmt makes a power move to unlock value.

  Dividends are well covered by NII and book value is more than double this price, so huge margin of safety and a hefty payout.  Will slosh around with BDC sector unless mgmt makes a power move to unlock value.

@Dr_Van_Nostrend thank you ... please look into WEEL
Also pays high however boring , less drama
Pays 12 %
Your thoughts

I like it seems steady..no need to read financial reports from co, they simply play the market with wheel strategy..hence weel

 thank you ... please look into WEEL
Also pays high however boring , less drama
Pays 12 %
Your thoughts

I like it seems steady..no need to read financial reports from co, they simply play the market with wheel strategy..hence weel