SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiserv is seeing heavy volatility and selling pressure following the abrupt resignation of its CEO, Mike Lyons, who departed to lead Truist Financial. While the company reaffirmed its financial outlook and appointed Takis Georgakopoulos as his successor, investors remain divided, with some viewing the leadership change as a necessary pivot and others expressing concerns over the stability of the turnaround strategy.

Roku, Inc. engages in the provision of a streaming platform for television. It operates through the following segments: Platform and Devices. The Platform segment includes the sale of digital advertising and distribution of streaming services. The Devices segment is involved in the sale of streaming players, Roku-made televisions, smart home products and services, audio products, and related accessories. The company was founded by Anthony J. Wood in October 2002 and is headquartered in San Jose, CA.

Roku Inc - Ordinary Shares - Class A

Roku Inc

Roku shares are trending following the announcement of a definitive agreement to be acquired by Fox in a cash-and-stock deal valued at approximately $22 billion. The community is actively debating the deal structure, concerns over potential share dilution, and whether a higher counter-bid might emerge from other media giants.

Intellia Therapeutics, Inc. is a biopharmaceutical company, which engages in the development of curative therapeutics using the CRISPR/Cas9 system. Its CRISPR/Cas9 system transforms medicine by both producing therapeutics that permanently edit and/or correct disease-associated genes in the human body with a single treatment course and creates engineered cells that can treat oncological and immunological diseases. The company was founded by Andrew May, Luciano Marraffini, Rodolphe Barrangou, Nessan Bermingham, Rachel Haurwitz, Erik Sontheimer, Jennifer Doudna and Derrick Rossi in May 2014 and is headquartered in Cambridge, MA.

Intellia Therapeutics Inc

Intellia Therapeutics is trending as investors react to positive Phase 3 data for its HAE therapy, fueling optimism about a potential commercial launch and market dominance in gene editing. While the stock faces heavy short interest and recent volatility from a secondary stock offering, the community is focused on the therapy's curative potential and the possibility of a squeeze as shorts look for an exit.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending as investors weigh significant insider and institutional buying against broader market volatility and a notable price target upgrade from J.P. Morgan to $21. The community is actively debating the stock's resilience, with many bulls interpreting recent price dips as strategic accumulation opportunities driven by the company's expanding AI-infrastructure and 6G network partnerships.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers Health is seeing a strong bullish reversal as investors brush off recent political noise, focusing instead on rapid expansion into global markets and anticipated updates regarding peptide therapies. The community is actively debating the stock's potential for a major short squeeze, with many viewing dips as buying opportunities while waiting for a decisive break above the key $30 resistance level.

Blacksky Technology, Inc. is a space-based intelligence company, which engages in the business of delivering real-time imagery, analytics, and high-frequency monitoring of most critical and strategic locations, economic assets, and events. The firm is also involved in providing geospatial intelligence, imagery and related data analytic products and services, and mission systems that include the development, integration, and operation of satellite and ground systems to government and commercial customers. The company was founded in 2014 and is headquartered in Herndon, VA.

BlackSky Technology Inc - Ordinary Shares - Class A

BlackSky Technology is facing significant volatility as investors digest a major, sole-source multi-year government contract win alongside broader sector fluctuations driven by capital rotation and institutional shifts. The community is actively debating the company's long-term valuation relative to its high-growth contract backlog and the potential for M&A activity within the space sector.

BTQ Technologies Corp. engages in the business of post-quantum encryption. Its products include: QCIM, QSSN, OSS, QPoW, QRiNG. The company was founded by Nicolas Roussy Newton on Novemeber 23, 1983 and is headquartered in Vancouver, Canada.

BTQ Technologies Corp

BTQ Technologies is trending as investors capitalize on volatility, with market sentiment split between the potential of its quantum-secure hardware and concerns over commercialization timelines. The community is actively debating the company's long-term viability and potential for acquisition, fueled by its ongoing quantum security projects and recent infrastructure-focused developments.

Fundrise Innovation Fund LLC operates as a non-diversified, closed-end management investment company. It invests in growing tech companies to help them expand and generate profits. The company was founded on June 7, 2021 and is headquartered in Washington, DC.

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

VCX is trending as investors grapple with the disconnect between its current market valuation and the underlying Net Asset Value, while excitement builds around upcoming IPOs for major holdings like SpaceX and Anthropic. The community is actively debating the sustainability of the stock's massive premium, with bulls highlighting the fund's unique AI exposure while bears warn of the risks associated with potential share lock-up expirations and regulatory scrutiny regarding SPV investment structures.

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

Ripple's XRP is drawing intense investor attention due to the growing integration of the XRP Ledger in real-world asset tokenization and institutional payment trials. While community sentiment remains polarized between long-term holders betting on utility-driven adoption and skeptics frustrated by sluggish price action and regulatory delays, active discussions are focused on the potential impact of pending clarity legislation and major financial partnerships.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital is surging as investors pile into memory and storage names, driven by high demand for data center infrastructure and artificial intelligence-linked storage capacity. The community is actively discussing the stock's role as a key player in the ongoing memory supercycle, with many traders debating the sustainability of current price levels against the backdrop of an AI-led supply shortage.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

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Apple Inc.

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Monday write up — Us- Iran deal?

This week’s biggest macro watch: 🇺🇸🇮🇷 the US/Iran deal reportedly moving toward signing.

If markets believe tensions are easing, crude could lose its geopolitical “fear premium.”

Watching:
$USO $XOM $CVX

Lower oil = lower inflation pressure = better backdrop for risk assets.

AI still remains the bigger structural theme, but I’m not chasing extended mega caps. I’m watching infrastructure:

• Power
• Data centres
• Compute
• Servers
• Grid demand

Speculative watch: $DGXX

Bull case:
✅ AI infrastructure exposure
✅ Small-cap rerating potential
✅ Low debt profile
✅ Could benefit if AI infrastructure spend keeps accelerating

Risks:
❌ Volatile
❌ Small-cap liquidity
❌ Execution-heavy
❌ Needs to prove scale

Game plan:
Watch oil, stay focused on AI infrastructure, react to price — not headlines.

Not financial advice. DYOR.

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United States Oil Fund

Exxon Mobil Corp

Chevron Corp.

Digi Power X Inc. - Ordinary Shares (Sub voting)

Monday write up — Us- Iran deal?

This week’s biggest macro watch: 🇺🇸🇮🇷 the US/Iran deal reportedly moving toward signing.

If markets believe tensions are easing, crude could lose its geopolitical “fear premium.”

Watching:




Lower oil = lower inflation pressure = better backdrop for risk assets.

AI still remains the bigger structural theme, but I’m not chasing extended mega caps. I’m watching infrastructure:

• Power
• Data centres
• Compute
• Servers
• Grid demand

Speculative watch: 



Bull case:
✅ AI infrastructure exposure
✅ Small-cap rerating potential
✅ Low debt profile
✅ Could benefit if AI infrastructure spend keeps accelerating

Risks:
❌ Volatile
❌ Small-cap liquidity
❌ Execution-heavy
❌ Needs to prove scale

Game plan:
Watch oil, stay focused on AI infrastructure, react to price — not headlines.

Not financial advice. DYOR.

Josh

$DGXX up 20.4% to 7.51 and still holding the highs into the close, not chasing but watching 7.51 as the line, loses it and this fades fast.

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 up 20.4% to 7.51 and still holding the highs into the close, not chasing but watching 7.51 as the line, loses it and this fades fast.