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International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is facing a significant market sell-off following a preliminary Q2 revenue miss and an earnings warning, with management citing an enterprise spending shift from software toward AI infrastructure. The community is actively debating whether this signals a broader sector-wide reset for enterprise software or if the stock's sharp decline creates a long-term value opportunity for investors focused on its quantum and AI infrastructure narrative.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is facing intense selling pressure as investors grapple with concerns over the company's aggressive debt-fueled AI capital expenditures and recent credit rating downgrade to just above junk status. While the community is deeply divided between those viewing the pullback as a generational buying opportunity due to strong cloud backlogs and those fearing structural risks and liquidity issues, the stock continues to test new lows amid broader sector rotation.

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

The S&P 500 is trending as market participants weigh a cooler-than-expected inflation report against heightening geopolitical tensions in the Strait of Hormuz. While some investors see the CPI data as a catalyst for a potential market rally, the community remains deeply divided, with many debating whether the numbers are manipulated and expressing skepticism about the sustainability of current price levels amid ongoing energy and conflict concerns.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow ($NOW) is experiencing significant volatility as it faces sector-wide selling pressure following unexpected early earnings reports from peers and broader rotation into semiconductor stocks. While some investors are concerned by these headwinds and recent analyst downgrades, many in the community view the dip as an institutional shakeout and a strategic buying opportunity ahead of the company's upcoming earnings release.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

Cleanspark is trending following the announcement of a 20-year triple-net lease for a data center in Georgia that promises substantial multi-billion dollar contracted revenue. The community is heavily focused on the potential for a short squeeze given the high short interest, while debating the significance of a confidential tenant and the strategic importance of an exclusivity agreement covering the company's entire Texas power portfolio.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is currently trending as investors debate whether the stock is a high-growth AI infrastructure leader nearing a breakout toward $600 or an overvalued asset vulnerable to a sharp correction. The conversation is driven by a series of bullish analyst price target hikes alongside intense community debate regarding the company's long-term dominance in the AI chip sector compared to established industry peers.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending as investors debate its pivot toward agentic AI orchestration, with bullish community sentiment focused on its GAAP profitability, cash-rich balance sheet, and high short interest as potential squeeze triggers. Despite ongoing skepticism regarding price stagnation and execution, market participants are closely monitoring massive trading volume and institutional accumulation for a possible breakout.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The QQQ is facing downward pressure amid heightening geopolitical tensions in the Strait of Hormuz and concerns over a potential rate hike, leading investors to closely watch upcoming CPI data. While some traders are betting on a relief rally if inflation numbers underperform, the community remains divided between caution over cooling semiconductor demand and skepticism regarding the market's current valuation.

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. The firm focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 and is headquartered in New York, NY.

JPMorgan Chase & Co.

JPMorgan Chase & Co

JPMorgan Chase is trending as investors react to a record-breaking earnings report, while simultaneously monitoring cautious remarks from CEO Jamie Dimon regarding macroeconomic risks like geopolitical tension and inflation. The community is actively debating the bank's strong performance versus Dimon's warnings, while some are also tracking the bank's high-profile foray into AI-driven trading strategies.

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management (GWIM), Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The GWIM segment focuses on solutions to meet clients’ needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other. The company was founded by Amadeo Peter Giannini in 1904 and is headquartered in Charlotte, NC.

Bank Of America Corp.

Bank of America Corp

Bank of America is currently trending as investors scrutinize its recent earnings performance, which beat analyst expectations for both profit and revenue. The community is actively debating the sustainability of trading-driven revenue while navigating broader financial sector volatility and Fed interest rate uncertainty.

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Kpler: Between 3-5 July, the Strait of Hormuz traffic remained active, w/ total of 108 verified crossings recorded across a wide range of vessel &amp; cargo types. Traffic was slightly weighted East to West &amp; remained spread across predominantly Iranian and Omani routes, while some crossings continued among IMO and Dark/Unknown routes 
 
This shows continued operations but fragmented routing patterns &amp; cautious behavior 
 
Sanctioned vessel activity was also present, w/ 14 crossings recorded.  
 
While the Strait remained open, a sizeable Dark/Unknown Route share and end-June IMO-confirmed attacks suggest that security, routing and insurance risks remain elevated 
 
RBC: &quot;... we think Hormuz transits will remain well below prewar levels given the enduring security threats and Iran&#39;s insistence on retaining operational control. While crossings have recently averaged around 40 ships per day, this is still well below the pre-war daily rate of 140, and we think Tier 1 Western and Japanese shippers will remain wary of two-way transits for the foreseeable future, especially given the significant chance that there will not be a final agreement by mid-August.&quot;  
 
Note: The 2026 oil shock has almost fully unwound - OPEC Reference Basket peaked at $146/bbl on March 19 &amp; now at $69/bbl 
 
Note: UAE is no longer in OPEC+ 
 
Note: Russia&#39;s oil windfall from the Iran war is gone - Urals fall below the price Moscow&#39;s own budget needs (Russia&#39;s 2026 budget assumes $59 Urals to balance) - currently trading at $41.66/bbl 
 
Note: Ukraine continues to bomb oil infrastructure inside Russia. This time, the target was the Russia&#39;s largest oil refinery in Omsk which is located more than 2,200 km from the front lines 
 
$XLE $OIH $XOP $VLO $PSX

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Kpler: Between 3-5 July, the Strait of Hormuz traffic remained active, w/ total of 108 verified crossings recorded across a wide range of vessel & cargo types. Traffic was slightly weighted East to West & remained spread across predominantly Iranian and Omani routes, while some crossings continued among IMO and Dark/Unknown routes 
 
This shows continued operations but fragmented routing patterns & cautious behavior 
 
Sanctioned vessel activity was also present, w/ 14 crossings recorded.  
 
While the Strait remained open, a sizeable Dark/Unknown Route share and end-June IMO-confirmed attacks suggest that security, routing and insurance risks remain elevated 
 
RBC: "... we think Hormuz transits will remain well below prewar levels given the enduring security threats and Iran's insistence on retaining operational control. While crossings have recently averaged around 40 ships per day, this is still well below the pre-war daily rate of 140, and we think Tier 1 Western and Japanese shippers will remain wary of two-way transits for the foreseeable future, especially given the significant chance that there will not be a final agreement by mid-August."  
 
Note: The 2026 oil shock has almost fully unwound - OPEC Reference Basket peaked at $146/bbl on March 19 & now at $69/bbl 
 
Note: UAE is no longer in OPEC+ 
 
Note: Russia's oil windfall from the Iran war is gone - Urals fall below the price Moscow's own budget needs (Russia's 2026 budget assumes $59 Urals to balance) - currently trading at $41.66/bbl 
 
Note: Ukraine continues to bomb oil infrastructure inside Russia. This time, the target was the Russia's largest oil refinery in Omsk which is located more than 2,200 km from the front lines 
 


Ro Patel

@Ro_Patel   Crack spreads are still rising.  I still can&#39;t believe how slow the market has been to react to the diversified energy producer stocks. Adding on to your commentary on Russia. There are reports in Russia that gas stations are empty as Ukraine has successfully targeted the Russian refineries.  The fundamentals are very strong to own energy producers. Ignore the politics and focus on where the shortages are. My only real concern is the potential for Trump to do what China is doing and institute an export ban. Prices would likely really have to move higher to see a move like that occur.

   Crack spreads are still rising.  I still can't believe how slow the market has been to react to the diversified energy producer stocks. Adding on to your commentary on Russia. There are reports in Russia that gas stations are empty as Ukraine has successfully targeted the Russian refineries.  The fundamentals are very strong to own energy producers. Ignore the politics and focus on where the shortages are. My only real concern is the potential for Trump to do what China is doing and institute an export ban. Prices would likely really have to move higher to see a move like that occur.

@JLInvest I agree - TBF the sector is unsexy vs tech for most of retail - this why they missed $VLO all-time high on Friday &amp; up +66.35% YTD  
 
Ban exports is a tail-risk but very very low probability IMHO considering the amount of money &amp; support the industry gave him &amp; the Republican Party.  
 
Note: The Mayor of NYC on the weekend asked residents to lower the AC temps - Fox New &amp; GOP Congressional member lost their minds calling it socialism - in reality, there is no greater example of central palnning than the Federal govt banning crude &amp; refined product exports  
 
BTW: President Trump&#39;s DoE during his 1st term recommended 78°F as an optimal, energy-saving summer baseline 
 
Note: President Obama signed the omnibus bill that lifted the 1975 export ban in 2015

Pffffffffffffffffffffffffff

 I agree - TBF the sector is unsexy vs tech for most of retail - this why they missed 

 all-time high on Friday & up +66.35% YTD  
 
Ban exports is a tail-risk but very very low probability IMHO considering the amount of money & support the industry gave him & the Republican Party.  
 
Note: The Mayor of NYC on the weekend asked residents to lower the AC temps - Fox New & GOP Congressional member lost their minds calling it socialism - in reality, there is no greater example of central palnning than the Federal govt banning crude & refined product exports  
 
BTW: President Trump's DoE during his 1st term recommended 78°F as an optimal, energy-saving summer baseline 
 
Note: President Obama signed the omnibus bill that lifted the 1975 export ban in 2015