SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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

A sharp rise in Treasury yields and a global bond selloff dominate the SPY conversation, with traders worried that persistently high rates could pressure stocks and trigger a broader decline. Others point to cooler inflation data and AI-related strength as support for equities, leaving debate focused on volatile, hard-to-read swings.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A global bond selloff and rising Treasury yields are fueling concern about pressure on QQQs growth-heavy holdings, even as the index repeatedly rebounds. Traders are divided over whether AI and semiconductor strength, including optimism after Microns report, can sustain the rally or whether higher rates and broader macro risks will weigh on it.

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

Microns blowout results and stronger outlook, driven by AI-related memory demand and tight supply, are drawing attention, but the stocks muted reaction has surprised many traders. Bulls see the outlook and continued supply constraints as support for further growth, while skeptics point to high expectations, rising capex, Treasury yields and memory-cycle risks; options traders also lament the flat move and volatility decay.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

Long-term Treasury yields have surged to multi-decade highs, pushing TLT to record lows as bond prices fall when yields rise; traders point to persistent inflation, oil and government-debt concerns, and selling pressure despite cooler PCE data. The discussion is mostly bearish, though some investors see the selloff as an oversold buying opportunity and expect a rebound.

JasmyCoin is based on the ERC 20 standard. The token can also be used by an unspecified number of individuals and businesses to transfer tokens using digital devices as proof of value exchange or payment for services. By not limiting its usability, the token can have a wide range of purposes.

JasmyCoin

A Panasonic Advanced Technology collaboration with Jasmy/JANCTION on Smart Render is driving attention, with traders highlighting reported faster rendering and plans for commercial use. Bulls see it as evidence of real product development, while skeptics question whether the collaboration will create direct demand for JASMY; some also view the price move as potentially short-lived.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Googles Gemini 4 Argon launch, focused on coding and cybersecurity, is driving attention as traders debate whether it can bolster Alphabets position in the AI race. Enthusiasm over the models capabilities is tempered by complaints that the stocks initial gains faded and by broader concerns about competition from Meta and other AI developers.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

Rising Treasury yields and expectations of further Fed tightening are weighing on the rate-sensitive Russell 2000, with traders pointing to small companies debt costs and IWMs underperformance versus large-cap tech. The community is split between looking for an oversold bounce near long-term support and expecting more weakness if yields stay elevated.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

Microns strong results and outlook have fueled a broad semiconductor rebound, drawing attention to SOXL as traders watch for gains across chip stocks. The community is split between momentum buyers and profit-takers, with sharp swings and rising yields and oil adding to concerns about a pullback.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is drawing attention after BlueBirds 1416 were shipped toward Cape Canaveral, while bulls also point to claims that BlueBird 11 is fully deployed as evidence of constellation progress. Skeptics note that no launch date was provided and question whether shipment resolves concerns about launch cadence; separate buyout speculation tied to an executive severance policy remains unconfirmed.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

Discussion centers on Evernorths proposed Nasdaq listing as an XRP treasury company and the reported passage of its merger vote, with traders watching for official filings and details on the transaction. Some see the planned XRP holdings and institutional activity as supportive, while others are frustrated that XRP remains range-bound and doubt the developments will lift the tokens price.

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$LULU I know most people don’t care about PE these days… but Lulu sitting at a PE of 9 is crazy.
They have $1.6B in buybacks this year, buying back their own stock at the cheapest prices since 2018. 

Growing company. 6 new international markets this year. Expanding in Mexico. Opening their first store in India — 1.4 billion people, zero premium athleisure competition.

58% gross margins — that’s luxury brand territory. Nike is 44%. That pricing power doesn’t disappear.
International revenue up 33% last year. China alone up 28%. The global story is just getting started.
The future looks bright. Ignore the current noise. You’re getting the cheapest prices since 2018.

Are you gonna say this company is in worse shape than it was in 2018? Because the numbers don’t lie — it’s bigger, more profitable, more global, and more diversified than it’s ever been.

The stock is on sale. The business is not broken.

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JMP Music

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You Reap What You Sow

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Lululemon Athletica Inc

 I know most people don’t care about PE these days… but Lulu sitting at a PE of 9 is crazy.
They have $1.6B in buybacks this year, buying back their own stock at the cheapest prices since 2018. 

Growing company. 6 new international markets this year. Expanding in Mexico. Opening their first store in India — 1.4 billion people, zero premium athleisure competition.

58% gross margins — that’s luxury brand territory. Nike is 44%. That pricing power doesn’t disappear.
International revenue up 33% last year. China alone up 28%. The global story is just getting started.
The future looks bright. Ignore the current noise. You’re getting the cheapest prices since 2018.

Are you gonna say this company is in worse shape than it was in 2018? Because the numbers don’t lie — it’s bigger, more profitable, more global, and more diversified than it’s ever been.

The stock is on sale. The business is not broken.

ChTT

@Chillymango no growth in the US but they&#39;re growing everywhere else. You have too much competition in the US... you have Alo, Vuori, Costco leggins, shein and dozens of others that wanna be LULU. short term pain for long term gains!

 no growth in the US but they're growing everywhere else. You have too much competition in the US... you have Alo, Vuori, Costco leggins, shein and dozens of others that wanna be LULU. short term pain for long term gains!

city2sb

@city2sb not a dead dog, everyone is on the AI trend, memory stocks, etc so this will go up sooner or later, if you can hold for at least 6-9months, you&#39;ll be rewarded 💰

 not a dead dog, everyone is on the AI trend, memory stocks, etc so this will go up sooner or later, if you can hold for at least 6-9months, you'll be rewarded 💰

@Stonks4us  Chip Wilson is the problem … the racist misogynist former CEO can’t get over the fact that he lost control.  He is constantly bashing, maligning and harming the company.  He needs to shut the f*** up.

  Chip Wilson is the problem … the racist misogynist former CEO can’t get over the fact that he lost control.  He is constantly bashing, maligning and harming the company.  He needs to shut the f*** up.

Stray Trader

@Stonks4us pretty sure they have competition and thus are losing market share but yeah PE is super low and I like it for a trade near here and watching for a good entry.  Hoping it tanks after ER so I can scoop up a tranche for a swing at the 2018 gap fill not sure it will go that low but might be the final washout but thats about it for me.  Much better setups to trade right now.  Trade Safe.  - TS

 pretty sure they have competition and thus are losing market share but yeah PE is super low and I like it for a trade near here and watching for a good entry.  Hoping it tanks after ER so I can scoop up a tranche for a swing at the 2018 gap fill not sure it will go that low but might be the final washout but thats about it for me.  Much better setups to trade right now.  Trade Safe.  - TS