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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

Intels weaker-than-expected fourth-quarter outlook, amid PC weakness and supply constraints, overshadowed a stronger third-quarter report and drove a sharp selloff. Traders largely criticized the guidance and execution, while some called the drop an overreaction and viewed the shares as oversold.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisks strong quarterly results and upbeat outlook, supported by booming AI data-center NAND demand, are drawing attention alongside its announced 8-for-1 stock split. Traders are debating the sharp, volatile selloff despite the positive report, attributing it variously to profit-taking and a broader tech-sector risk-off move, while others question whether growth and memory pricing can remain sustainable.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons quarterly results and outlook sparked a selloff, as investors focused on slight misses against expectations, softer forward guidance, and heavy AI infrastructure spending that is weighing on cash flow. Traders are split: bears see spending and cash-flow risks, while bulls point to strong AWS growth and view the drop as an overreaction.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Mega-cap tech weakness and earnings reactions are weighing on QQQ, with traders pointing to Googles selloff, Intels weak outlook, and Amazons results. The dominant debate is whether heavy AI spending is failing to show sufficient returns and signaling a broader tech unwind, or whether the pullback is a buying opportunity amid sector rotation.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit shares are under pressure after a strong Q3 earnings beat was overshadowed by weaker-than-expected Q4 revenue guidance, slowing user growth and a decline in U.S. daily active users, alongside concerns about falling Google search referrals. Traders debate whether the selloff is excessive given revenue growth and profitability, while others worry that a planned login requirement could further limit traffic and monetization.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Updated lifileucel lung-cancer trial results sparked a sharp selloff: the overall response rate remained around one in four, while a small, retrospectively identified biomarker subgroup showed a much higher response rate. Traders are divided over whether the subgroup points to a promising precision-treatment path or signals a narrower opportunity and greater uncertainty about durability, FDA approval timing, and managements presentation of the data.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians better-than-expected third-quarter results and raised delivery outlook have put the R2 production ramp in focus. Bulls see improving execution, while skeptics point to continued losses and cash burn; speculation about a Walmart van deal remains unconfirmed.

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

Strategys quarterly results have sparked debate: bulls point to the reported earnings beat, while skeptics argue it was driven by Bitcoin gains and focus on the revenue miss and financing costs. Bitcoins selloff and concerns about dilution and preferred-share dividends are adding pressure, with traders divided over whether the drop is a buying opportunity or a sign of further downside.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is drawing attention for its resilience and push toward record highs as traders describe a rotation from pressured AI and semiconductor stocks into the perceived safe haven, citing Apples comparatively restrained AI spending. Bulls view that positioning and recent product launches as supportive, while bears argue the valuation is stretched and point to upcoming earnings and iPhone Duo screen complaints as risks.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

Ripples Swell announcements, including approval for its national trust bank and partnerships centered on RLUSD, are prompting debate about whether the developments benefit XRP itself. Many traders are frustrated that XRP has fallen or stayed weak despite positive Ripple news, arguing that RLUSD may capture more of the value; others remain bullish on wider ecosystem adoption.

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$NIO According to those figures, Nio is now delivering the 3rd highest number of EVs behind BYD and Geely. And I think BYD and Geely’s figures includes ICE cars. We have surpassed Tesla. Yet here we sit. Not for much longer, me thinks.

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$NIO June
Week 2, 19.5k orders.
Week 3, 14.5k orders. 

Look one year ago, 4.9k orders.

Remember we just get excited at 7k weekly orders before they stopped publishing them? 

GET EXCITED NOW!

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NIO Inc

$NIO 
Geely’s numbers includes BEV, PHEV and ICE vehicles. 

BYD’s numbers include PHEV + BEV

Only Nio produced pure BEVs only.

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Stephen O'G

 According to those figures, Nio is now delivering the 3rd highest number of EVs behind BYD and Geely. And I think BYD and Geely’s figures includes ICE cars. We have surpassed Tesla. Yet here we sit. Not for much longer, me thinks.