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Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance shares are under intense pressure as investors navigate legal hurdles surrounding the Warner Bros. Discovery merger and a pending trial date, which some community members view as an over-leveraged and politically motivated delay. Amidst this volatility, retail sentiment is polarized between frustration over consistent price declines and opportunistic buying, with many actively debating if a settlement or strategic asset divestiture is necessary to break the current stagnation.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD is facing renewed selling pressure amid broader market skepticism toward Chinese e-commerce giants and regulatory warnings regarding aggressive price-cutting and subsidy practices. Despite solid earnings and significant cash reserves, the community remains divided, with many retail investors expressing frustration over the stock's persistent lack of momentum compared to U.S. equities while others view the current price as a long-term value opportunity.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is facing increased volatility and investor debate following its recent earnings report, as market participants weigh strong performance against a broader rotation out of high-growth AI and semiconductor stocks. The community remains deeply divided, with many debating the impact of elevated expectations and cyclical sector pressures while long-term bulls advocate for buying the dip based on the company's critical role in AI infrastructure expansion.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is trending as investors react to the company's recent strategic moves, including capital-raising activities and adjustments to its Bitcoin treasury, while community members remain deeply divided over the stock's future as a Bitcoin-proxy. Traders are actively debating the sustainability of its leverage, with many focusing on critical price levels and potential short-squeeze setups amidst volatile market sentiment.

York Space Systems, Inc. engages in providing a comprehensive suite of mission-critical solutions for national security, government, and commercial customers. It offers a vertically integrated, full technology stack of solutions including design, production, integration, and operation of spacecraft with turnkey offerings to manage spacecraft and constellations throughout the entire mission lifecycle. The company was founded by Dirk Wallinger in January 2012 and is headquartered in Denver, CO.

York Space Systems Inc

York Space Systems is currently a major focus for investors following a surprise reduction in revenue guidance and the departure of its CFO, triggering a volatile sell-off. Despite these challenges, the community is actively debating the company's long-term potential, with many analyzing whether the recent price decline represents a buying opportunity tied to ongoing defense contracts and sector-wide interest in the space industry.

Zscaler, Inc. engages in the provision of a cloud-based internet security platform. It offers Zero Trust Exchange, Zscaler Client Connector, Zscaler Internet Access, Zscaler Private Access, Zscaler B2B, Zscaler Cloud Protection, and Zscaler Digital Experience. The company was founded by Jagtar Singh Chaudhry and K. Kailash in September 2007 and is headquartered in San Jose, CA.

Zscaler Inc

Zscaler is experiencing a significant rebound driven by strong institutional accumulation and a major structural trendline breakout, as investors rotate back into cybersecurity software. Market participants are actively discussing the stock's potential to fill its recent earnings gap, while closely monitoring sector-wide AI security adoption and the potential for a short squeeze.

ProShares Trust II - ProShares UltraShort Bloomberg Crude Oil -2x Shares

ProShares UltraShort Bloomberg Crude Oil

The ProShares UltraShort Bloomberg Crude Oil (SCO) is trending as traders speculate on the potential for a ceasefire or a resolution to the conflict in the Strait of Hormuz, with community discussion intensely focused on whether a deal will effectively reopen energy supply routes and stabilize prices. Market participants are debating the impact of ongoing geopolitical volatility and supply shortages versus the potential for supply chain normalization, while many traders remain cautious about the fund's mechanics, including decay and the recent reverse split.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco Systems is seeing intense volatility as investors weigh strong earnings and an optimistic AI-driven networking outlook against concerns over margin compression. While community sentiment remains largely bullish, the stock is currently caught in a tug-of-war between institutional buying on fundamental growth and algorithmic sell-side pressure.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is facing a tug-of-war between institutional ETF accumulation and market skepticism surrounding the delayed Clarity Act, leaving traders debating whether current price action is a solid accumulation zone or a bear trap. Community sentiment remains polarized, with many investors focusing on macro indicators and structural price levels while others express frustration over the asset's lack of significant breakout momentum.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

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ITC Ltd.

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$SVCO Q2 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of -$0.11 up 65.62% YoY
• Reported revenue of $17.81M up 47.79% YoY
• For the third quarter of 2026, Silvaco Group Inc. expects bookings of $18.0 million +/- 10%, revenue of $17.0 million +/- 10%, non-GAAP gross margin around 88%, and non-GAAP operating expenses of $14.5 million +/- 5%.

Oren Tzalik

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Silvaco Group Inc.

 Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of -$0.11 up 65.62% YoY
• Reported revenue of $17.81M up 47.79% YoY
• For the third quarter of 2026, Silvaco Group Inc. expects bookings of $18.0 million +/- 10%, revenue of $17.0 million +/- 10%, non-GAAP gross margin around 88%, and non-GAAP operating expenses of $14.5 million +/- 5%.

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