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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 trending following the unexpected cancellation of Executive Chair Larry Ellison's plan to sell up to 50 million shares, a move that retail traders interpret as a bullish sign of confidence despite ongoing debate over the company's high capital expenditure and cash flow trajectory. While many in the community anticipate a potential short squeeze, others remain cautious, citing broader market concerns about AI sector sustainability and high debt levels.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

Rumble is trending as traders focus on the company's $13.7 billion GPU-services agreement with an undisclosed client, alongside its strategic consolidation of Northern Data and Quake AI to build out sovereign AI infrastructure. While bullish sentiment centers on the potential for a massive short squeeze given high short interest and institutional accumulation, some investors express frustration over price volatility and a lack of official updates regarding financing and customer identity.

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

The community is debating the potential impact of an industry-wide call to slow the pace of AI development, with many traders speculating on how this, alongside rising oil prices and interest rate uncertainty, will affect the market. Reactions are polarized, with some anticipating a significant decline or 'Black Monday' sell-off, while others dismiss the concerns as temporary FUD or a setup for a 'buy the dip' rally.

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 trending as traders debate the sustainability of the AI infrastructure rally following an industry-wide call for a slowdown in frontier AI development. While some investors fear a valuation correction due to high capital expenditure and market volatility, others maintain that robust enterprise demand and long-term data center expansion continue to support the sector.

United States Oil Fund (Robinhood Tokenized Stock)

USO is trending as traders closely monitor rising oil prices and mounting geopolitical tensions in the Middle East, specifically regarding the Strait of Hormuz and potential supply disruptions. The community is debating the sustainability of the current rally, with conflicting views on whether geopolitical risks are already priced in or if further escalation could drive prices significantly higher.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo shares are facing downward pressure as investors react to a new $1 billion at-the-market equity offering, sparking concerns regarding shareholder dilution. The decline is further compounded by a broader sell-off in the nuclear energy and AI-related sectors as traders weigh risks related to construction timelines, regulatory hurdles, and persistent insider selling.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is experiencing significant volatility and consolidation as traders debate the impact of AI infrastructure demand, cyclical memory concerns, and broader macroeconomic factors like rate hike expectations. While some investors view recent weakness as a buying opportunity ahead of upcoming earnings, others remain skeptical, pointing to the influence of institutional options positioning and headlines surrounding AI development.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital shares are facing significant downward pressure following their latest earnings report, as investors reacted negatively to growth guidance and concerns that the memory sector's supercycle may be cooling. While the community is debating whether the sell-off is an overreaction to strong fundamentals or a warranted correction after a massive run-up, many traders view the current decline as a long-term dip-buying opportunity.

ServiceTitan, Inc. engages in the collection of field service activities required to install, maintain, and service the infrastructure and systems of residences and commercial buildings. The company was founded by Ara Mahdessian and Vahe Kuzoyan on June 8, 2008 and is headquartered in Glendale, CA.

ServiceTitan Inc. - Ordinary Shares - Class A

ServiceTitan 

ServiceTitan shares fell significantly following a quarterly report that featured a revenue beat but soft guidance for the upcoming period, alongside news of a chief revenue officer transition. While some traders expressed frustration over the decline and concerns about potential AI competition, others viewed the drop as an overreaction, with many institutional investors reportedly adding to their positions.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is trending following a strong quarterly earnings report that featured revenue and earnings beats, alongside optimistic forward guidance that quelled investor concerns regarding AI-driven disruption. The stock saw significant volume and positive momentum, leading traders to discuss both successful earnings plays and conflicting views on the company's valuation and long-term viability in an AI-focused market.

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$FINV 26Q2 EC: &quot;I think most of the small and middle-sized platforms have either exited or pulled back sharply on lending, and we are relatively less impacted, but our China volume was down around 50% in July. Looking at August, we believe institutional confidence has started to stabilize. But the funding recovery is still coming back at a slower pace.&quot; 
 
&quot; I think over the long term, financial institutions will keep reducing their exposure to those small platforms and focus on the big platforms, that they are compliant, well-capitalized, and have a strong risk track record. That&#39;s where we sit. &quot; 
 
&quot;we have seen some movement in our early risk indicators as a result. Our latest reading is up around 20% versus the second quarter. &quot;

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FinVolution Group - ADR

 26Q2 EC: "I think most of the small and middle-sized platforms have either exited or pulled back sharply on lending, and we are relatively less impacted, but our China volume was down around 50% in July. Looking at August, we believe institutional confidence has started to stabilize. But the funding recovery is still coming back at a slower pace." 
 
" I think over the long term, financial institutions will keep reducing their exposure to those small platforms and focus on the big platforms, that they are compliant, well-capitalized, and have a strong risk track record. That's where we sit. " 
 
"we have seen some movement in our early risk indicators as a result. Our latest reading is up around 20% versus the second quarter. "

Areio

i&#39;ve to say that im impressed with their 3.7% funding costs. Hard to understand how can it be better than Lufax

i've to say that im impressed with their 3.7% funding costs. Hard to understand how can it be better than Lufax