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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 seeing increased attention as investors prepare for an upcoming product event on September 9, which will serve as the first major iPhone launch for John Ternus as the new CEO. Additionally, the company is involved in an escalating legal conflict with OpenAI regarding allegations of trade secret theft and destruction of evidence.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is trending as investors remain focused on strong demand for its AI-optimized servers ahead of the company's upcoming earnings report. The stock's recent performance is being bolstered by positive industry read-throughs, including bullish results from competitors in the AI infrastructure space.

Fervo Energy Co. operates as a energy company. It builds and operates power facilities in extracting geothermal energy. The company was founded by Jack Norbeck and Timothy Latimer in 2017 and is headquartered in Berkeley, CA.

Fervo Energy Co. - Ordinary Shares - Class A

Fervo Energy Co

Fervo Energy is trending following the announcement of its largest power purchase agreement to date with Google, which serves as a major commercial validation for its enhanced geothermal strategy. While retail sentiment has turned strongly bullish and some traders are focused on the deal's potential to accelerate the company's project development, others express caution regarding the stock's valuation, lack of immediate profitability, and the broader volatility of its post-IPO performance.

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.

The conversation surrounding DJT is heavily fragmented, primarily dominated by intense political discourse and personal attacks rather than specific market-related catalysts. Traders and community members are debating the company's financial performance, the impact of broader geopolitical tensions like the conflict in Iran, and controversial executive decisions, with many commenters expressing deep skepticism toward the company's business model and its leadership.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Investors are focused on Navitas' strategic acquisition of Claros, which is seen as a move to complete its power delivery stack and expand its total addressable market. While the deal is viewed as a bullish long-term development for AI infrastructure, sentiment remains tempered by broader market volatility, concerns over dilution, and ongoing patent litigation.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The QQQ is facing downward pressure amid rising geopolitical tensions in the Middle East and concerns over surging Treasury yields, with traders debating whether this signals a broader market correction or a temporary dip. Market participants are divided between bearish outlooks citing historically weak September seasonality and bullish traders who continue to view dips as buying opportunities, fueled by skepticism toward macroeconomic concerns.

Green Thumb Industries, Inc. engages in the manufacture and distribution of branded cannabis products. Its brands include RYTHM, Dogwalkers, Beboe, Good Green, Doctor Solomon’s, and &Shine. It operates through the Retail and Consumer Packaged Goods segments. The Retail segment focuses on retailing cannabis to patients and consumers. The Consumer Packaged Goods segment refers to the cultivation, production, and sale of cannabis products to retail stores. The company was founded by Benjamin Kovler and Max Cohen on February 18, 2002 and is headquartered in Chicago, IL.

Green Thumb Industries Inc - Ordinary Shares (Sub Voting)

Green Thumb Industries

Green Thumb Industries is attracting investor attention due to its strong financial position, including consistent profitability, a robust balance sheet, and ongoing share buyback programs, which traders frequently contrast with peers in the sector. Discussion is centered on anticipation of federal rescheduling catalysts and potential major exchange uplisting, which many in the community believe will serve as a major inflection point for the stock.

Carnival Corp. Ltd. engages in the operation of cruise ships. It operates through the following business segments: North America Cruise Operations, Europe Cruise Operations, Cruise Support, and Tour and Others. The North America Cruise Operations segment includes the Carnival Cruise Line, Holland America Line, Princess Cruises, and Seabourn. The Europe Cruise Operations segment consists of AIDA, Costa, Cunard, and P&O Cruises (UK). The Cruise Support segment represents port destinations and private islands for the benefit of its cruise brands. The Tour and Other segment operates hotel and transportation operations of Holland America Princess Alaska Tours. The company was founded in 1972 and is headquartered in Miami, FL.

Carnival Corporation Ltd.

Carnival Corp

Carnival Corp is trending as traders debate the stock's valuation amid persistent geopolitical tensions in the Middle East and fluctuating oil prices. While some investors view the current price as a buying opportunity based on strong cruise demand and debt reduction, others express frustration over the stock's sensitivity to energy costs and regional conflict.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is trending as traders speculate on upcoming clinical data for the obesity drug VK2735, with the community closely monitoring for updates from the phase 3 maintenance study. Enthusiasm is driven by expectations that the drug could offer best-in-class efficacy, leading to debate regarding potential partnership or acquisition scenarios.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Approvals of Novavaxs XFG-adapted Nuvaxovid for the 202627 season in the U.S., EU and Japan are driving attention, with traders focused on potential partner-led sales, royalties and improved market share. The community is split between bullish expectations for a regulatory and short-interest-driven rerating and skepticism that the approvals were largely anticipated and may not translate into near-term execution; Modernas cancer-vaccine rally is also fueling speculative interest in Matrix-M oncology applications.

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$DRAM
Price action over the last month is maybe the worst I&#39;ve seen in any sector over 1 month period 

Earnings over the last year are probably the best I&#39;ve seen in any sector at any point in time. 

Market makers have us scared that future earnings are about to evaporate but the CEO&#39;s of memory companies say demand will out pace supply for the foreseeable future.

It will be an interesting earnings season, I think it&#39;ll be clear that memory is in the driver&#39;s seat for the next 5 years and we make all time highs.

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Roundhill ETF Trust - Roundhill Memory ETF


Price action over the last month is maybe the worst I've seen in any sector over 1 month period 

Earnings over the last year are probably the best I've seen in any sector at any point in time. 

Market makers have us scared that future earnings are about to evaporate but the CEO's of memory companies say demand will out pace supply for the foreseeable future.

It will be an interesting earnings season, I think it'll be clear that memory is in the driver's seat for the next 5 years and we make all time highs.

Justin Donaldson

@J87donaldson I expect memory to be a recurring conversation at least through 2027. I think last month after a generational sector run-up as well as the geopolitical volatility factors and Korean market getting wrecked, there will be more future positive growth opportunities than the sector stalling or falling. Short term this could still be bumpy, but 1-2 year outlook i&#39;m optimistic

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 I expect memory to be a recurring conversation at least through 2027. I think last month after a generational sector run-up as well as the geopolitical volatility factors and Korean market getting wrecked, there will be more future positive growth opportunities than the sector stalling or falling. Short term this could still be bumpy, but 1-2 year outlook i'm optimistic