SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Reports that SK Hynix is considering Intel Foundry for HBM base-die production have fueled speculation about a major new customer and strengthened hopes for Intels foundry turnaround. Traders are broadly bullish on the potential partnership, though some question the reports verification and warn that the setup could become a buy the rumor, sell the news event amid concerns about foundry losses and broader semiconductor weakness.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Hawkish remarks from Fed Chair Kevin Warsh increased expectations for restrictive rates, while renewed U.S.-Iran tensions around the Strait of Hormuz fueled oil and inflation concerns, weighing on the tech-heavy QQQ. Traders are divided between positioning for a deeper pullback with puts and arguing that the rate-hike risk is already priced in and dips will attract buyers.

Helium is a decentralized machine network powered by a physical blockchain. The network is created by gateways who also double as miners on our network. These gateway operators can earn tokens based on coverage they provide as well as transaction fees gained from machines connecting to their gateway  Helium is a new cryptocurrency. Hotspots earn for providing and validating wireless coverage and when devices on the network connect to the internet through Hospots  Helium is mined and distributed to Hotspot Owners, Helium Inc, and investors. There is no pre-mine of Helium, and every month approximately 5,000,000 new Helium are minted.  At the end of each mining period, roughly every 30 to 60 mins, Helium is distributed according to the allocation shown:

Helium

Heliums rollout of citywide WiFi in Celina, Texas, along with discussion of carrier connectivity and real-world DePIN adoption, is driving renewed attention and momentum. Traders are broadly bullish on expansion and a potential short squeeze, while skeptics cite token dilution, weak hotspot economics, and management concerns as risks to the rally.

Zoracles

A sharp momentum surge and volume spike have pushed ZORA into focus, with traders citing its low market capitalization, heavy futures short interest, and potential short-squeeze dynamics. The community is divided between bullish accumulation and creator/attention-market adoption theories versus concerns that the move is a speculative pump-and-dump.

Listed Funds Trust - Roundhill Magnificent Seven ETF

Roundhill Magnificent Seven ETF

Mega-cap tech is drawing attention as traders debate a potential breakout and catch-up rotation into the Magnificent Seven after strong semiconductor and AI-infrastructure leadership. Bulls view the consolidation and recent strength as renewed institutional buying, while skeptics point to persistent underperformance, elevated valuations, and concerns that heavy AI capital spending is pressuring free cash flow.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

A broader Bitcoin and crypto rally is driving expectations for higher Robinhood crypto trading activity and related revenue, with traders also highlighting momentum in Robinhood Chain and prediction markets. The community is broadly bullish on the growth story, though others cite resistance, volatility, profit-taking, and skepticism about the stocks ability to sustain gains.

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.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Upcoming quarterly earnings and guidance are the dominant catalyst, with traders focused on whether Broadcoms AI/custom-silicon demand and OpenAI partnership can support another strong outlook. Bulls expect a beat and continued AI growth, while bears argue that expectations are already elevated and cite debt-financing concerns, Google-related competition, and the risk of another post-earnings selloff.

Sui s a Layer 1 blockchain developed by Mysten Labs, a team founded by former lead engineers from Meta’s blockchain research division. It is designed for global adoption by providing a secure, high-speed environment for digital asset ownership and removing technical barriers for Web3 applications. The platform utilizes the Move programming language to create a safe framework and supports horizontal scaling to keep fees stable and speeds high as the network grows. Significant institutional support comes from major venture capital firms including Andreessen Horowitz, Coinbase Ventures, Circle Ventures, and YZi Labs.  The system functions by organizing data into independent objects rather than a single ledger of accounts. This object-centric data model enables parallel execution, allowing the network to process many transactions simultaneously instead of waiting for one to finish before starting the next. This architecture is built for rapid transaction finalization to ensure near-instant results. To maintain long-term stability, the network collects fees into a storage fund that rewards validators for keeping data on the network indefinitely.  Sui offers several advanced tools including zkLogin for easier account access and sponsored transactions that allow users to interact with apps without managing complex wallets or immediate fees. Developers can also create tailored object types that work across the entire network, which encourages innovation and deep composability. These features are designed to create a more user-friendly experience for interacting with decentralized applications and digital games.  The SUI token is central to the ecosystem, serving as the primary asset for transaction fees and on-chain utility within decentralized exchanges and lending platforms. Users participate in a proof-of-stake mechanism by locking their tokens to support validators and secure the blockchain in exchange for rewards. Additionally, token holders have a role in governance, allowing them to participate in voting on network rules and future protocol upgrades. Value moves through the system through these staking rewards and transaction fees to ensure the platform scales sustainably

Repeated Sui mainnet outages and transaction halts, reportedly linked to an upgrade, are driving concern over network reliability and weighing on the token. Bulls counter that gasless stablecoin transfers, Tether/RWA integrations, staking and potential ETF demand support the longer-term case, while others remain focused on token-unlock supply pressure.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

Strong Q2 results, raised guidance, and surging demand for indium phosphide substrates used in AI data-center optics have fueled intense interest in AXT, alongside long-term supply agreements and strength across the photonics sector. Traders remain divided after the sharp rally and pullback, with bulls citing AI-driven demand and capacity expansion while bears point to stretched valuation, insider selling, China-related supply risks, and possible profit-taking.

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Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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@howardlindzon   $ANET  $ENVA  $TWST   +15.56  &quot;Let&#39;s Twist Again&quot;   @Jblack500 @WAJeff @cynicaloptimist @BustaCapital @IsabellaDC  
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Arista Networks Inc

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Twist Bioscience Corp

Maverik

@MaverikIT @howardlindzon @WAJeff @cynicaloptimist @BustaCapital @IsabellaDC twst and mane were good ones...your mane in a good spot

 twst and mane were good ones...your mane in a good spot