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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

SoFis quarterly results beat expectations, with higher full-year guidance and an upbeat 2027 outlook, prompting a strong post-earnings rally. Bulls point to growth and possible short covering, while skeptics warn the gains may fade as they have after prior earnings reports.

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

PayPals Q3 results and higher full-year adjusted EPS outlook dominate discussion: traders note stronger-than-expected adjusted earnings and operating income, but revenue and payment volume missed estimates. The share-price weakness despite the guidance increase has split reactions, with some calling the results encouraging while others question whether buybacks are masking softer underlying growth and checkout performance.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets, Data Centers, and Treasury and Corporate. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The Treasury and Corporate segment includes the company’s proprietary trading and mining activities, as well as the company’s principal investments and related gains and losses. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digitals Q3 results drew attention, with traders welcoming the return to profitability and earnings beat while questioning how repeatable results are given the large contribution from its investment book. The lack of a new Helios tenant announcement also left concern about reliance on CoreWeave, tempering the bullish reaction to the quarter.

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

Broadcoms financing arrangement to supply AI chips and networking equipment for Anthropic, alongside a D.A. Davidson upgrade tied to the deal and Anthropics IPO plans, is driving attention. Bulls see stronger long-term AI demand visibility, while skeptics question the financing exposure and whether the news is already priced in.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeings quarterly results are driving attention, with traders highlighting positive free cash flow and improving cash generation despite a larger-than-expected per-share loss. Some see signs of a turnaround, while skeptics remain focused on delivery and production constraints and question whether the progress can be sustained.

The Coca-Cola Co. engages in the manufacturing and marketing of non-alcoholic beverages. It operates through the following segments: Europe, Middle East and Africa, Latin America, North America, Asia Pacific, Global Ventures, and Bottling Investments. The company was founded by Asa Griggs Candler on May 8, 1886 and is headquartered in Atlanta, GA.

Coca-Cola Co

Coca-Colas Q3 results beat expectations and management raised its full-year outlook, prompting bullish reactions and renewed enthusiasm around its growth and volume performance. Some traders question how much of the growth reflects shipment timing and point to softer North American demand, while others focus on the stronger guidance.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Cornings quarterly results topped expectations, with strong optical communications growth and upbeat guidance reinforcing the AI data-center connectivity story. Traders are broadly positive on the results but debate whether the beat is enough to sustain a move amid the stocks recent volatility.

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.

Celesticas stronger-than-expected quarterly results and higher forward outlook have renewed attention on its AI data-center infrastructure business, with many traders viewing the demand outlook as a bullish signal. Others are cautious about reduced free-cash-flow guidance, rising investment needs and whether the volatile post-earnings move can hold.

Whirlpool Corp. engages in the manufacturing and marketing of home appliances. Its products include home laundry appliances, refrigerators and freezers, cooking appliances, home dishwashers, and room air-conditioning equipment, mixers, and portable household appliances. The firm's brands include Whirlpool, KitchenAid, Maytag, Consul, Brastemp, Amana, Bauknecht, JennAir, and Indesit. It operates through the following geographical segments: Major Domestic Appliances (MDA) North America, Major Domestic Appliances (MDA) Latin America, Small Domestic Appliances (SDA) Global, and Others. The company was founded by Emory Upton, Fred Upton, and Louis C. Upton on November 11, 1911 and is headquartered in Benton Harbor, MI.

Whirlpool Corp.

Whirlpool is drawing attention after a third-quarter earnings miss and another cut to its 2026 outlook, renewing concerns about weak appliance demand, shrinking margins and its debt load. Most traders are bearish, while some see the steep selloff as a potential bottom or short-squeeze setup.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is drawing attention after results topped expectations and management raised its outlook, with traders focused on QNX momentum, growing royalty backlog, the Alloy Kore design win and Ubers vehicle-platform selection. Many see these developments as evidence of growth in software-defined vehicles and physical AI, while others question whether the news will translate into sustained share-price gains and cite broader market pressure.

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$QCOM WOW!! 

A big nothing burger. Bro refused to speak on the data center until June 24th.

I think analysts knew this ahead of time and that was the reason y we sold off at the Sunday reopen.

DimosCGM

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Qualcomm, Inc.

 WOW!! 

A big nothing burger. Bro refused to speak on the data center until June 24th.

I think analysts knew this ahead of time and that was the reason y we sold off at the Sunday reopen.

@Philly12684 I believe you are losing site of the fact Qualcomm has leapfrogged everyone.  Qualcomm is absolutely necessary to enable humanity to grow economically, safely, quickly. everywhere.  Everyone else is stuck on compute IN the datacenter with no clue on how to scale AI in the manner best for us all.

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 I believe you are losing site of the fact Qualcomm has leapfrogged everyone.  Qualcomm is absolutely necessary to enable humanity to grow economically, safely, quickly. everywhere.  Everyone else is stuck on compute IN the datacenter with no clue on how to scale AI in the manner best for us all.

Myron Bezenek

@beztwits literally 2 months ago, Wall Street was calling QCOM “the forgotten child.” It was dead on arrival until the CEO mentioned the words “data center.”

I’m glad that we r shifting into the next level of technology, but god dammm it took long enough for them to do it. 

A company like this should have been on the wave 1.5 years ago. 🌊

 literally 2 months ago, Wall Street was calling QCOM “the forgotten child.” It was dead on arrival until the CEO mentioned the words “data center.”

I’m glad that we r shifting into the next level of technology, but god dammm it took long enough for them to do it. 

A company like this should have been on the wave 1.5 years ago. 🌊

@Philly12684 Other people with your same view is creating a buying opportunity for both of us.  I plan to buy more tomorrow.

 Other people with your same view is creating a buying opportunity for both of us.  I plan to buy more tomorrow.

@beztwits excellent!!

What’s ur target? 🎯 

I c this as being another AMD chart.

A 6 yr consolidation is insane. This thing is going to have some legs VERY SOON.

 excellent!!

What’s ur target? 🎯 

I c this as being another AMD chart.

A 6 yr consolidation is insane. This thing is going to have some legs VERY SOON.

@Philly12684 What do you mean what is my target?  I believe $300 by 4th of July.  I believe AMD is toast.  AMD as a company is weak.   AMD at $500+ and QCOM at $230 is rediculous.  Just compare the two using the Yahoo! business metrics.

 What do you mean what is my target?  I believe $300 by 4th of July.  I believe AMD is toast.  AMD as a company is weak.   AMD at $500+ and QCOM at $230 is rediculous.  Just compare the two using the Yahoo! business metrics.

@beztwits when I say amd, I’m speaking from a technical perspective, not fundamental. The chart patterns r literally the same. Just like MU had a 5 year consolidation prior to  its insane breakout. 

When do u plan to offload ur position? Thats what I mean by target. 

Also, what do u c in qcom that puts it at a higher value than amd? 

That’s kind of a lot to ask.

 when I say amd, I’m speaking from a technical perspective, not fundamental. The chart patterns r literally the same. Just like MU had a 5 year consolidation prior to  its insane breakout. 

When do u plan to offload ur position? Thats what I mean by target. 

Also, what do u c in qcom that puts it at a higher value than amd? 

That’s kind of a lot to ask.

@Philly12684 I&#39;m not planning to offload my position in QCOM in my lifetime.  I do have a significant position and I do believe in what they are doing and they are doing it well.

 I'm not planning to offload my position in QCOM in my lifetime.  I do have a significant position and I do believe in what they are doing and they are doing it well.

@beztwits let’s hope they continue to evolve quickly because competition within the tech industry is fierce.

 let’s hope they continue to evolve quickly because competition within the tech industry is fierce.

@Philly12684 I need to get some sleep.  I&#39;m looking forward to Jun 24th.

 I need to get some sleep.  I'm looking forward to Jun 24th.

@beztwits stocks tanking right now. U will get a solid buy later on. Take care brother. 🙏

 stocks tanking right now. U will get a solid buy later on. Take care brother. 🙏