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Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is trending following a massive fiscal earnings beat and significantly raised full-year outlook, which the community largely attributes to explosive growth in AI server demand and a record $95 billion backlog. While many traders are celebrating the robust results as a clear validation of the AI infrastructure supercycle, some debate remains regarding the stock's valuation and the potential for a sell-the-news reaction.

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

Credo Technology is trending following a significant post-earnings sell-off, where the stock price dropped despite the company reporting beats on both fiscal Q1 revenue and earnings estimates. Traders are debating whether the market's reaction stems from a bubble in AI-related valuations, disappointing guidance, or a broader negative sentiment affecting the entire datacenter and AI connectivity sector.

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

Apple shares are trending amid a leadership transition as John Ternus officially succeeds Tim Cook as CEO, with investors closely watching the company's hardware roadmap ahead of the upcoming September 9 product event. While some traders are focused on potential product innovation and the iPhone launch, community sentiment remains divided, characterized by bearish retail reactions to the CEO change and debates over the stock's valuation.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is facing downward pressure amid concerns over AI model competition with Anthropic, ongoing antitrust scrutiny, and broader market caution regarding aggressive AI infrastructure spending. While some traders view the stock as undervalued given its growth in Google Cloud and AI integration, others argue that competitive headwinds and potential interest rate adjustments remain significant risks.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB shares are facing significant volatility after the company delivered an earnings beat and raised its full-year outlook, yet provided a cautious third-quarter revenue forecast. Traders are debating whether the sell-off represents a buying opportunity or a correction of an overextended valuation following a sharp run-up leading into the report.

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 is trending as investors express frustration over the stock's recent price decline and its inability to break through resistance levels, leading to widespread debate over the company's long-term performance versus its immediate volatility. While some participants see the pullback as a buying opportunity based on the company's growth, others are liquidating positions due to the significant opportunity cost compared to other market performers.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks shares faced a decline following their fiscal fourth-quarter report, as investors reacted to concerns over slowing annual recurring revenue growth and a high valuation, despite the company exceeding earnings and revenue expectations. The discussion also notes the acquisition of Console as part of a strategy to strengthen agentic cybersecurity capabilities.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is trending as traders react to heightened tensions in the Middle East following reports of U.S. strikes on Iranian targets near the Strait of Hormuz. The conversation is characterized by a divide between bullish traders anticipating further supply constraints and surging energy prices, and bearish traders who view the price action as manipulated or susceptible to sudden reversals based on diplomatic headlines.

Affirm Holdings, Inc. operates a platform for digital and mobile-first commerce. Its platform consists of three core elements: a point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. The company was founded by Max R. Levchin in 2012 and is headquartered in San Francisco, CA.

Affirm Holdings Inc - Ordinary Shares - Class A

Affirm Holdings Inc

Affirm Holdings is trending as investors and traders react to a strong quarterly earnings report that featured a revenue beat and upward-revised fiscal year guidance. While the stock initially surged, market participants are divided between those bullish on its long-term growth and potential for future S&P 500 inclusion and those expressing concern over volatility and the macroeconomic impact of interest rates.

Fervo Energy Co. operates as a energy company. It builds and operates power facilities in extracting geothermal energy. The company was founded by Jack Norbeck and Timothy Latimer in 2017 and is headquartered in Berkeley, CA.

Fervo Energy Co. - Ordinary Shares - Class A

Fervo Energy Co

Fervo Energy is surging following a major 396-megawatt power purchase agreement with Google, a development investors are describing as a significant commercial validation of its enhanced geothermal technology. While the community is debating the stock's valuation relative to its pre-revenue status and long-term delivery timelines, sentiment remains overwhelmingly bullish among those focused on the growing electricity demands of AI data centers.

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$MU  Seems like the “oversupply” story always pops up. Complete BS. 
Rivian can’t get memory chips. 
Apple raising prices
We went from $470 to $310 last earnings. A 35% decline. This is 20% (so far)
Just grab your balls and come back after the weekend. 
Nothing has changed.

Erik

Kevin

Adam

Oktobernv

Xavier_Musketeer

NANA LIU

Tino

Jonathan Jones

Henrik August Linder

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Micron Technology Inc

  Seems like the “oversupply” story always pops up. Complete BS. 
Rivian can’t get memory chips. 
Apple raising prices
We went from $470 to $310 last earnings. A 35% decline. This is 20% (so far)
Just grab your balls and come back after the weekend. 
Nothing has changed.

MortyGlickstein

@MortyGlickstein who cares as long as it works

Michel

@MortyGlickstein u think it starts pumping Monday?

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Darrell K

@micheln1 what do you mean works? We are the most profitable company in the world and everyone is waiting for a shoe to drop. Meanwhile supply is tight and isn’t showing signs of slowing in the immediate future. Prices will come down but capacity will rise so it will be made up by volume and contracts.

 what do you mean works? We are the most profitable company in the world and everyone is waiting for a shoe to drop. Meanwhile supply is tight and isn’t showing signs of slowing in the immediate future. Prices will come down but capacity will rise so it will be made up by volume and contracts.