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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 Energys strong Q3 earnings beat and raised full-year outlook have been overshadowed by a sharp selloff, with traders focusing on negative cash flow, heavy investment in expansion and valuation after a strong run. Bulls call the decline an overreaction and point to power demand from data centers, while skeptics question cash generation and the broader AI trade.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Leaked and subsequently released Phase 3 results for Modernas personalized melanoma vaccine, used with Keytruda, are driving discussion; the trial showed a reduced risk of recurrence or death, but shares sold off sharply after a major run-up. Traders are divided between viewing the decline as an overdone sell-the-news reaction to meaningful data and questioning whether the results justify the valuation and individualized manufacturing model.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude rallies on fears that escalating Iran-related tensions, Strait of Hormuz shipping risks, and threats to regional energy infrastructure could disrupt supply. Traders are split between expecting further gains on supply-risk concerns and betting on a pullback if tensions ease or reports of restored flows and peace talks reduce the risk premium.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

A sharp selloff in CRDO is drawing attention, with traders pointing to broader weakness in AI and semiconductor stocks and debating whether Amazons withdrawal from a planned Virginia data-center project could affect demand. Some see the decline as an overreaction and are buying the dip, while concerns about insider share sales add to the bearish discussion.

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

Reports of strong demand for Apples first foldable iPhone Duo are drawing attention, alongside the stocks record highs and resilience while much of tech sold off. Bulls see the launch and Apples defensive appeal as support, while skeptics question whether the demand justifies the valuation and warn the strength could fade around earnings.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

A sharp, volatile selloff in Celestica sharesamid weakness across AI-infrastructure stocksis driving discussion, with traders pointing to the companys share offering and dilution alongside technical and broader-market pressure. Many still cite strong AI and data-center demand and expect solid earnings, while others worry that valuation and AI-spending risks could prolong the decline.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention amid a tech-led selloff, with traders focused on worries that heavy AI infrastructure spending may be difficult to finance or justify with returns. Rising oil prices and Iran-related risks are adding to inflation and rate concerns, while the community remains divided between dip buyers anticipating a rebound and bears expecting more downside.

Icahn Enterprises LP is a holding company. It operates through the following segments: Investment, Automotive, Energy, Food Packaging, Real Estate, Home Fashion, Pharma, and Holding Company. The Investment segment consists of various private investment funds. The Automotive segment holds ownership in Icahn Automotive Group, LLC. The Energy segment refers to petroleum refining and marketing businesses. The Food Packaging segment involves the production and sale of cellulosic, fibrous, and plastic casings for the processed meat and poultry industry. The Real Estate segment offers rental real estate, property development, and resort activities. The Home Fashion segment deals with manufacturing, sourcing, marketing, distributing, and selling home fashion consumer products. The Pharma segments operate through Vivus, Inc., a specialized pharmaceutical company. The Holding Company segment manages acquisition and investment in operating businesses. The company was founded on February 17, 1987 and is headquartered in Sunny Isles Beach, FL.

Icahn Enterprises L P - Unit

Icahn Enterprises, L.P.

IEPs continued slide is fueling frustration and concern about its dividends sustainability and Carl Icahns leadership, despite traders pointing to the companys CVR Energy stake and other assets as potential value. Some speculate that heavy short interest could set up a squeeze, but others argue losses, dilution, and the long-term price decline outweigh the high distribution.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, and Defense. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

Reports that Rolls-Royce is nearing a UK government subsidy deal for its UltraFan 30 demonstrator have revived discussion of a potential return to the narrowbody engine market, though negotiations are reportedly ongoing. Traders are also debating the sharp share-price pullback, with many attributing it to oil-related aerospace pressure, broader market volatility or profit-taking while arguing that the companys fundamentals remain intact.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following segments: Walmart U.S., Walmart International, and Sam's Club U.S. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club U.S. segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

A Deutsche Bank upgrade to Buy and growing interest in defensive consumer staples amid tech-sector weakness are driving attention as Walmarts shares rally. Bulls point to the upgrade and steady buying, while bears argue the valuation is stretched and the move could fade if money rotates back into tech.

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$SRXH still holding my entire position, but have halted averaging down for now.  Will resume below $1

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 still holding my entire position, but have halted averaging down for now.  Will resume below $1