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PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is currently trending following reports of a potential $53 billion buyout offer from Stripe and Advent International, sparking a debate among investors over whether the bid represents a fair valuation or an opportunistic lowball attempt. The community is actively discussing the potential for a bidding war, the company's long-term cash flow strength, and the possibility of a short squeeze as traders weigh whether to hold for a higher premium or exit their positions.

SK hynix, Inc. engages in the manufacture and sale of semiconductor products. Its products include dynamic random access memory, flash memory, complementary metal oxide semiconductor image sensor, and others. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is experiencing extreme volatility following its high-profile Nasdaq ADR debut, which has triggered a flurry of activity around leveraged ETFs and intense community debate over arbitrage premiums. Investors are closely monitoring the stock as a critical AI infrastructure play, while the community remains divided between those betting on long-term growth and others cautioning against significant short-term risks and valuation gaps.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is facing heightened volatility driven by intense insider selling and market concerns over AI data center overcapacity, despite the company maintaining a massive, multi-billion-dollar contracted backlog. While the community remains deeply divided, investors are actively debating the sustainability of the AI infrastructure buildout and looking for technical support levels to stabilize the stock following a sharp recent pullback.

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands.

ASML Holding NV - New York Shares

ASML Holding NV

ASML is trending due to strong quarterly earnings that exceeded estimates, a raised full-year sales outlook, and confirmed ongoing demand for its advanced lithography technology from major foundries. The investment community is actively discussing the company's critical role in the AI infrastructure supply chain and the long-term capacity expansion plans aimed at meeting persistent semiconductor demand.

Morgan Stanley operates as a global financial services company. The firm provides investment banking products and services to its clients and customers including corporations, governments, financial institutions, and individuals. It operates through the following segments: Institutional Securities, Wealth Management, and Investment Management. The Institutional Services segment provides financial advisory, capital-raising services, and related financing services on behalf of institutional investors. The Wealth Management segment offers brokerage and investment advisory services covering various types of investments, including equities, options, futures, foreign currencies, precious metals, fixed-income securities, mutual funds, structured products, alternative investments, unit investment trusts, managed futures, separately managed accounts, and mutual fund asset allocation programs. The Investment Management segment provides equity, fixed income, alternative investments, real estate, and merchant banking strategies. The company was founded by Harold Stanley and Henry S. Morgan in 1924 and is headquartered in New York, NY.

Morgan Stanley

Morgan Stanley is trending following a strong fourth-quarter earnings report, where the firm delivered a significant profit beat driven by a major rebound in investment banking fees and record wealth management assets. The results have triggered positive sentiment among investors and analysts, who are closely watching the firm's ability to capitalize on accelerating M&A and IPO activity while maintaining robust growth in its core advisory and trading businesses.

Johnson & Johnson is a holding company, which engages in the research, development, manufacture, and sale of products in the healthcare field. It operates through the Innovative Medicine and MedTech segments. The Innovative Medicine segment focuses on immunology, infectious diseases, neuroscience, oncology, cardiovascular and metabolism, and pulmonary hypertension. The MedTech segment includes a portfolio of products used in interventional solutions, orthopaedics, surgery, and vision categories. The company was founded by Robert Wood Johnson I, James Wood Johnson, and Edward Mead Johnson Sr. in 1887 and is headquartered in New Brunswick, NJ.

Johnson & Johnson

Johnson & Johnson is currently in the spotlight following strong Q2 earnings that surpassed market expectations, bolstered by growth in its Innovative Medicine and MedTech segments. While the company raised its full-year guidance, the stock has experienced recent volatility as the community debates the impact of potential patent losses and the broader rotation of capital out of healthcare back into the tech sector.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is surging after a major follow-on production order for its wafer-level burn-in systems validated its critical role in scaling AI-driven silicon photonics and electric vehicle production. Community discourse remains highly polarized between bulls pointing to the company's expanding backlog and strong growth guidance, and skeptics emphasizing concerns over valuation and the lack of disclosed dollar values for recent contract wins.

Celcuity, Inc. operates as a cellular analysis company. The company discovers new cancer sub-types and commercializing diagnostic tests designed to improve the clinical outcomes of cancer patients treated with targeted therapies. The firm's proprietary CELx diagnostic platform is the commercially ready technology that uses a patient's living tumor cells to identify the specific abnormal cellular process driving a patient's cancer and the targeted therapy that treats it. The company was founded by Brian F. Sullivan and Lance G. Laing in January 2012 and is headquartered in Minneapolis, MN.

Celcuity Inc

Celcuity is trending following the FDA approval of REVTORPYK for HR+/HER2- PIK3CA wild-type advanced breast cancer, a major milestone marking its transition into a commercial-stage oncology company. The community is actively discussing the stock's significant short interest, the potential for an eventual buyout by big pharma, and the expectation that institutional interest will rise as analysts update their valuation models to reflect the drug's commercial launch potential.

Conagra Brands, Inc. engages in the manufacture and sale of processed and packaged foods. It operates through the following segments: Grocery and Snacks, Refrigerated and Frozen, International, and Foodservice. The Grocery and Snacks segment includes branded, and shelf stable food products sold in various retail channels in the United States. The Refrigerated and Frozen segment is composed of branded, and temperature-controlled food products sold in various retail channels in the United States. The International segment offers branded food products in various temperature states, sold in various retail and foodservice channels outside of the United States. The Foodservice segment focuses on branded and customized food products, including meals, entrees, sauces, and a variety of custom-manufactured culinary products packaged for sale to restaurants and other foodservice establishments in the United States. The company was founded by Alva Kinney and Frank Little in 1919 and is headquartered in Chicago, IL.

Conagra Brands Inc

Conagra Brands is experiencing significant market volatility and heavy selling pressure as investors react to a dividend cut aimed at deleveraging the company and a downward revision of future earnings guidance. The community is sharply divided, with many debating the merits of holding the stock for its defensive, high-yield value in a challenging grocery environment versus concerns that the dividend cut signals deeper structural issues and a lack of near-term growth catalysts.

Boston Scientific Corp. engages in the development, manufacture, and marketing of medical devices that are used in interventional medical procedures. It operates through the MedSurg and Cardiovascular segments. The MedSurg segment includes Endoscopy, Urology, and Neuromodulation. The Cardiovascular segment consists of Cardiology and Peripheral Interventions. The company was founded by John E. Abele and Pete Michael Nicholas on June 29, 1979 and is headquartered in Marlborough, MA.

Boston Scientific Corp.

Boston Scientific is currently a focal point for investors as the stock experiences a significant sell-off, prompting intense community debate over whether it represents a structural bottom or a long-term value trap. Discussions are heavily centered on recent analyst price target cuts, the company's aggressive accelerated share repurchase program, and the stock's disconnection from its robust fundamental business performance compared to broader medical device peers.

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$HMY stopped out for a small gain. $GLD will remain under preassure as rates rise due to energy. 

The energy situation is deteriorating and diesel costs surging puts price pressures and margin compression on miners.

Robert Simyar

$HMY back in. Trades at a big discount to its peers. Due to the strait of Hormuz disruption. I think energy prices will firm up in Q3 but the big headwind is over for energy costs. 

Got a near 6% divy yield to be patient.

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Harmony Gold Mining Co. Ltd.

josh

SPDR Gold Shares ETF

 will remain under preassure as rates rise due to energy. 

The energy situation is deteriorating and diesel costs surging puts price pressures and margin compression on miners.