SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is experiencing significant volatility following a record-breaking earnings report that missed analyst expectations, fueling intense community debate over whether current valuations represent a value opportunity or a sign of an AI infrastructure bubble. Investors remain sharply divided, with some pointing to robust long-term demand and high-performance memory growth as a 'screaming buy,' while others warn of potential sector-wide corrections and the risks of over-leveraged trading.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Market sentiment remains volatile as investors closely watch the upcoming FOMC interest rate decision and geopolitical developments involving Iran. The community is actively debating whether the current market movement is a genuine recovery or an artificial pump, with many traders bracing for heightened instability around interest rate policy and sector-specific earnings reports.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is experiencing extreme intraday volatility driven by institutional selling and broader market reactions to regional memory industry earnings. Investors are hyper-focused on upcoming sector reports and macroeconomic updates, debating whether current price swings represent a fundamental shift or a temporary stop-loss raid by market makers.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is experiencing intense volatility as investors brace for the upcoming Federal Reserve policy decision and a dense slate of major tech earnings. Community sentiment is deeply polarized, with active debates centered on whether current price action represents a capitulation bottom or a liquidity trap amid broader concerns over AI sector capital expenditure and geopolitical risks.

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

Sandisk Corp is seeing intense volatility and a massive sell-off as investors react to sector-wide concerns, including competitive fears and broader cyclical downturns, despite active community debates over the company's long-term fundamentals. Traders are closely monitoring upcoming earnings from regional memory peers and major data center clients to determine if this heavy correction represents a bottom or a deeper structural decline.

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

SoFi Technologies is trending as investors weigh strong underlying business growth and member expansion against macroeconomic headwinds like interest rate uncertainty and potential geopolitical volatility ahead of upcoming earnings. While bullish sentiment persists regarding the company's long-term product flywheel and institutional adoption, active community discussion remains sharply polarized by concerns over share dilution, past price performance, and the stock's sensitivity to broader market risks.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is facing intense volatility as the market anticipates their earnings report, with sentiment divided between those betting on a major breakout due to high demand for AI-driven power infrastructure and skeptics pointing to the stock's significant recent pullback. Investors are actively debating the potential for a relief rally, focusing on the companys ability to meet aggressive hyperscaler demand while navigating broader concerns about high valuations and debt.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is currently the subject of intense community debate as investors weigh significant volatility against long-term AI infrastructure growth, with many traders actively discussing a potential short squeeze ahead of upcoming earnings. While bearish sentiment persists due to broader sector corrections and geopolitical risks, bulls are aggressively advocating for 'buy-the-dip' strategies, citing the company's ambitious expansion plans and strategic partnerships as long-term catalysts.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is facing extreme volatility and downward pressure as investors rotate out of semiconductor holdings amid concerns over slowing AI-related capital expenditure and geopolitical tensions. The community remains deeply divided, with some traders attempting to bottom-fish the sharp price swings while others warn of further technical decay inherent in the leveraged structure of the ETF.

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

AMD is experiencing significant volatility driven by a broader semiconductor sector selloff as investors weigh concerns over AI infrastructure spending levels versus strong fundamental demand. The community is heavily focused on whether these price swings represent a temporary panic or a structural correction, with many traders actively debating the validity of chip demand while others treat the sharp dips as a tactical buying opportunity ahead of upcoming earnings.

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$WRD ARKQ added PONY and WRD recently after having trimmed WRD by -1.21% on a 6/23/26 13F Filing. Cathy changed her mind.  
 
Last year ARKQ took a large position in WRD that has a 45%+/- paper loss now. 
 
I thought last year she might have met with Tony or his team and had better information than we did. She made multiple rapid buys i nWRD, making it a top stock during that period.  I guess she did not have better info than we had. She went from her gut? 
 
So here they are adding again on a conviction trade i nAI and PONY+WRD. Lets hope her timing is better this time.

Marc

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WeRide Inc. - ADR

 ARKQ added PONY and WRD recently after having trimmed WRD by -1.21% on a 6/23/26 13F Filing. Cathy changed her mind.  
 
Last year ARKQ took a large position in WRD that has a 45%+/- paper loss now. 
 
I thought last year she might have met with Tony or his team and had better information than we did. She made multiple rapid buys i nWRD, making it a top stock during that period.  I guess she did not have better info than we had. She went from her gut? 
 
So here they are adding again on a conviction trade i nAI and PONY+WRD. Lets hope her timing is better this time.