SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The market is experiencing volatility driven by uncertainty over the pace of AI development and the looming Federal Reserve rate decision. While many traders remain bearish due to rising Treasury yields and inflation concerns, others are taking advantage of intraday swings, often attributing market recovery to political commentary and government intervention.

XPeng, Inc. is a global Physical AI company, dedicated to bringing artificial intelligence into the physical world to reshape future mobility and smart living. The firm developed a full-stack Physical AI architecture spanning Turing AI chips, world foundation models, and highly integrated software and hardware applications. The product portfolios of smart EVs, robotaxis, and humanoid robots, advancing the deployment of Physical AI at scale. It manufacturing, sales, and services, drives continuous technological innovation and fosters an open physical AI ecosystem, making life smarter, safer, and better for users worldwide. The company was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

XPeng Inc - ADR

XPeng shares are trending due to a mix of market speculation surrounding potential US expansion and community excitement over the company's robotics development and European sales growth. While some traders are expressing frustration over persistent downward price pressure and valuation concerns compared to sector peers, others remain bullish on the long-term potential of the company's humanoid robotics and autonomous driving technology.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is trending as traders react to rising Treasury yields, which hit multi-year highs amid persistent inflation and concerns over the Federal Reserve's policy direction. Discussion is dominated by speculation that the Fed may implement a rate hike, with market participants debating whether higher yields are a signal of impending economic stress or a temporary reaction to recent inflation and oil price volatility.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox shares surged following the company's annual Roblox Developers Conference (RDC), where leadership detailed strategic updates to game discovery algorithms, creator tools, and expanded platform access. While some traders expressed skepticism regarding growth visibility and competitive pressures, the overall conversation reflects strong market interest in the platform's potential for a positive business inflection.

ProShares Trust II - ProShares Ultra VIX Short-Term Futures ETF 1.5x Shares

ProShares Ultra VIX Short-Term Futures ETF

The community is debating the legitimacy of UVXY, with many traders labeling it a manipulated "scam" or "broken" instrument due to its failure to track volatility as expected amid geopolitical tensions and market corrections. Conversely, some participants emphasize that the fund's design, including contango and structural decay, is functioning as intended, and advise others to learn how futures-based volatility products work before trading them.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is trending as traders debate whether the current price represents a deep-value opportunity or a stagnant, manipulated asset. While some point to strong fundamentals like high cash flow and e-commerce growth to argue for a rebound, others express frustration over the stock's inability to hold gains and the recent trend of analyst price target downgrades.

Polestar Automotive Holding UK Plc is the Swedish electric performance car brand that engages in the research, development, marketing, commercialization, and sales of battery electric vehicles and related technology solutions. It offers Polestar 2 (PS2), a premium fast-back sedan, the Polestar 3 (PS3), a luxury aero sport-utility vehicle, the Polestar 4 (PS4), a premium sport utility vehicle, the Polestar 5 (PS5), a luxury sport grand-touring sedan, and the Polestar 6 (PS6), a luxury roadster. The company was founded on September 15, 2021 and is headquartered in Gothenburg, Sweden.

Polestar Automotive Holding UK PLC - ADR Class A

Polestar Automotive Holding UK PLC

Polestar shares are facing intense downward pressure driven by concerns over its financial viability, ongoing cash burn, and the company's decision to exit the US market following a regulatory ban on its connected vehicle technology. While some traders view the price decline as an overreaction and look for technical bounces, a significant portion of the community expresses bearish sentiment, citing mounting losses, repeated dilution, and intense industry competition as reasons to expect further downside.

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

The S&P 500 is trending amid intense focus on rising 10-year Treasury yields, which have surpassed 5%, and escalating energy concerns due to Middle East tensions. Traders are heavily debating the impact of a widely expected Fed rate hike and expressing mixed sentiment over AI development, leading to volatile price action.

Oracle Corporation. The Group's principal activities are to develop, manufacture, market, distribute and service computer software. It has two businesses, software and services, which are further divided into five segments. Its software business consist of two segments: The new software license segment is engaged in the licensing of database, middleware software and applications software.The software license updates and product support segment provides customers with rights to unspecified software product upgrades and maintenance releases, internet access to technical content, internet and telephone access to technical support personnel. Its services business is comprised of three segments: The consulting segment provides services in business strategy and analysis, business process simplification, solutions integration and the implementation, enhancement and upgrade of database, middleware and applications software. On Demand includes Oracle On Demand and Advanced Customer Services.

Oracle Corp.

Oracle shares are facing pressure as traders react to a new round of layoffs and ongoing concerns regarding the company's massive capital expenditure for AI infrastructure. While sentiment remains divided, many investors view the pullback as a buying opportunity given the company's significant cloud backlog and the cancellation of a major share-sale plan by Larry Ellison.

Forgent Power Solutions, Inc. is a holding company, which engages in the design and manufacture of electrical distribution equipment used in data centers, power grid, and energy-intensive industrial facilities. It also offers powertrain solutions and standard and custom products. The company was founded on July 21, 2025 and is headquartered in Dayton, MN.

Forgent Power Solutions Inc. - Ordinary Shares - Class A

Forgent Power Solutions Inc.

Forgent Power Solutions is receiving significant attention as investors react to the company's recent quarterly earnings, which highlighted robust revenue growth and a record backlog, despite recent share price volatility. The community remains largely bullish, viewing the company as a key beneficiary of the long-term AI data center power infrastructure build-out, with many traders framing recent pullbacks as buying opportunities.

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$AMZN  
 
sold 1/3 $AMZU 39.80. I will add those shares back on a large pullback if we get it.