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IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trading lower following its fiscal fourth-quarter earnings report, which featured a wider-than-expected net loss driven by write-downs from decommissioning bitcoin mining hardware as the company transitions to AI infrastructure. Despite the weak headline numbers, the community is actively debating the company's surging AI cloud revenue, strong forward ARR targets, and new multi-year agreements with leading AI labs.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is trending as community members discuss Stripe and Advent's withdrawal of their acquisition proposal and debate the company's standalone valuation and buyback strategy.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell Technology is drawing heavy retail conversation and sharp after-hours selling following its quarterly report, as a modest earnings beat and a lower margin outlook failed to satisfy lofty market expectations.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

Investors are closely watching the upcoming Jackson Hole meeting and Treasury bond buybacks while discussing potential breakouts and heavy short positioning in silver.

McDonald's Corp. engages in the operation and franchising of restaurants. The firm operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. Its products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, and McCafe beverages. The company was founded by Raymond Albert Kroc on April 15, 1955 and is headquartered in Chicago, IL.

McDonald`s Corp

McDonald's Corp

McDonald's is trading near multi-week lows as investors weigh the ongoing pressures on lower-income consumer spending against its strong dividend profile and real estate backing.

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 surging as investors react to its strong quarterly results and upbeat forward guidance, while the community actively debates its valuation and merchant growth potential.

Abercrombie & Fitch Co. engages in the retail of apparel, personal care products, and accessories. The firm operates through following geographical segments: Americas, Europe, the Middle East and Africa (EMEA), and Asia-Pacific (APAC). Its brands include Abercrombie and Hollister. The company was founded by David Abercrombie in 1892 and is headquartered in New Albany, OH.

Abercrombie & Fitch Co. - Ordinary Shares - Class A

Abercrombie & Fitch Co.

Abercrombie & Fitch is surging after beating Q2 earnings estimates, raising its full-year guidance, and benefiting from a tariff refund, while the community actively debates valuation, short squeeze potential, and profit-taking.

Rubrik, Inc. engages in the provision of cloud data management solutions. Its solutions include backup and recovery, VM backup, Microsoft 365, ransom ware recovery, database backup, cloud solutions, and Polaris sonar. Rubrik products include data protection, data threat analytics, data security posture and cyber recovery. The company was founded by Bipul Sinha, Arvind Jain, Soham Mazumdar, and Arvind Nithrakashyap in December 2013 and is headquartered in Palo Alto, CA.

Rubrik Inc. - Ordinary Shares - Class A

Rubrik Inc. - Class A

Rubrik is trending following strong quarterly financial results and raised full-year guidance, though shares experienced notable after-hours volatility as investors digested the report and profit-took. Community members are actively debating the company's valuation, organic ARR growth, and its positioning in the cybersecurity sector amid increasing demand for AI-driven data resilience.

ETF Opportunities Trust - Roundhill T-REX 2X Long DRAM Daily Target ETF

T-REX 2X Long DRAM Daily Target ETF

Traders are intensely focused on RAM BATS as the community speculates on the explosive growth of AI memory demand and leveraged plays surrounding the memory supercycle.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cathie Wood's ARK Invest has been aggressively buying the dip in Cerebras ($CBRS) after its post-earnings selloff, totaling over $60 million this month, which has sparked intense debate among traders about whether this signals a bottom or a falling knife. The stock's slide is being attributed to lockup expirations, insider selling, and margin concerns, but bulls are positioning for a potential rebound tied to Nvidia's earnings and Cerebras' upcoming product event, while bears argue the high valuation and heavy insider sales leave more downside risk.

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