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Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Reports that the FTC and more than 20 state attorneys general may sue Amazon over alleged manipulation of advertising-auction prices are driving attention and the selloff, with traders concerned about fines, restitution, and restrictions on its high-margin advertising business. Some view the report as a prolonged legal dispute or buying opportunity, while others expect pressure on advertising cash flow and further downside.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Anticipation of Teslas Sept. 3 Cybercab event, alongside reports of expanded unsupervised Austin robotaxi operations and Optimus production, is driving attention and a sharp move in the shares. Traders are split between bullish short-squeeze and autonomy optimism, and skepticism that the event will be substantive enough to justify Teslas valuation or avoid a sell-the-news reaction.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

A broad Bitcoin and crypto rally is driving attention to COIN, with traders citing renewed crypto activity and a short-covering squeeze as bullish catalysts. The community is mostly optimistic about further upside, though some traders warn that COIN is lagging Bitcoin and remains vulnerable to volatility, profit-taking, and hawkish rate expectations.

Hyperliquid Strategies, Inc. is a holding and operating company, which engages in the business of crypto asset management. The firm operates as a digital asset treasury company which focuses on the Hyperliquid ecosystem. The company was founded on July 2, 2025 and is headquartered in New York, NY.

Hyperliquid Strategies Inc.

Rising Hyperliquid (HYPE) token prices and repeated all-time highs are driving attention to PURR, whose treasury strategy gives traders exposure to the token; the upcoming earnings report is also a major focus. Bulls point to crypto momentum, buybacks and potential short covering, while skeptics warn the rally is overextended and that token or share unlocks could create selling pressure and dilution.

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 is drawing attention ahead of its fiscal fourth-quarter results, with traders positioning for a potential beat-and-raise and elevated post-earnings volatility. The bullish case centers on AI-driven cyber threats boosting security demand and sector momentum, while bears argue the strong rally has left valuation stretched and a sell-the-news pullback is possible.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Renewed strength in Bitcoin and crypto-linked stocks has lifted CRCL, with traders focusing on optimism around the Clarity Act, stablecoin adoption, and Circles planned Arc blockchain launch. Bulls cite short covering and Circles first-mover position, while skeptics warn about bank competition, declining USDC supply, rate sensitivity, and valuation risk.

Edison International is a renewable energy company, which operates through its subsidiaries. It supplies and distributes electric power, and also invests in energy services and technologies. The company was founded on July 4, 1886, and is headquartered in Rosemead, CA.

Edison International

Californias wildfire legislation failed to provide the liability protections investors expected, leaving Southern California Edison exposed to potentially significant wildfire claims and prompting analyst downgrades. Traders are divided between bearish comparisons to PG&E and Hawaiian Electric, including concerns about credit and dividend pressure, and bullish views that the selloff is an overreaction given EIXs regulated utility business, wildfire fund protections, and income appeal.

Karman Holdings, Inc. engages in the design, testing, manufacturing, and sale of dependable missile systems. It offers Payload Protection & Deployment Systems, Aerodynamic Interstage Systems, and Propulsion Systems. The company was founded on August 20, 2020 and is headquartered in Huntington Beach, CA.

Karman Holdings Inc.

Karman Holdings Ord Shs

Karmans strong quarterly sales and raised outlook have been overshadowed by a modest earnings-expectation miss and continued weakness in aerospace and defense stocks, driving a sharp selloff. Traders are split between frustrated holders questioning the decline and dip buyers citing the companys large backlog, defense demand, and long-term growth prospects.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Weak quarterly results and forward guidance, combined with speculation about a potential S&P 500 removal, are driving bearish attention around TTD. Traders debate whether the Kokai Zuma agentic-AI launch, strong balance sheet, and heavy short interest can support a turnaround or squeeze, while others view rallies as unsustainable amid slowing growth, competition, and management concerns.

Direxion Shares ETF Trust - Direxion Daily TSLA Bull 2X ETF

Direxion Daily TSLA Bull 2X Shares

A sharp rebound in Tesla is driving interest in TSLL, with traders citing oversold technical conditions, dip-buying, and potential short-squeeze or options-driven momentum. The community remains divided between bullish bets on Teslas autonomy, robotics, and SpaceX-related prospects and caution over earnings pressure, volatility decay, and further downside risk.

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@geoffreyporter Have you or any MVIS investor ever had the opportunity to try these on?

Guess curious what the closet someone here has gotten to them.

I think Ben worked on Nomad back in the day if I recall correctly, but maybe more recently.

Would be a pretty cool experience I imagine.

 Have you or any MVIS investor ever had the opportunity to try these on?

Guess curious what the closet someone here has gotten to them.

I think Ben worked on Nomad back in the day if I recall correctly, but maybe more recently.

Would be a pretty cool experience I imagine.