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Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending as investors digest a landmark long-term agreement with Google to supply next-generation custom AI silicon through 2031, alongside a massive compute allocation for Anthropic. The community is actively debating whether this strategic partnership reinforces the stock's fundamental growth trajectory as an AI infrastructure leader or if macroeconomic headwinds will continue to dampen near-term price action.

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 A

Alphabet Inc Class A

Alphabet is trending as investors react to the company's new TurboQuant technology, which promises significant improvements in AI memory efficiency, alongside a growing legal overhang from court verdicts regarding social media addictive design. While the community is actively debating the potential for long-term margin benefits against the immediate pressure from ongoing litigation and sector-wide volatility, sentiment remains divided between those viewing the pullback as a buying opportunity and those cautious of further technical 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

Tesla is facing intense bearish pressure as investors react to a combination of disappointing quarterly delivery figures, a highly cautious rating downgrade from J.P. Morgan, and speculative concerns regarding potential liquidity outflows ahead of the rumored SpaceX IPO. While the community remains deeply polarized between long-term supporters accumulating shares on the dip and skeptics pointing to high valuation multiples and shifting institutional priorities, the stock is currently under heavy technical scrutiny as it tests critical support levels.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is capturing intense market attention as investors weigh the stock's role as a foundational AI infrastructure play against the rising risks of geopolitical instability and long-term export constraints. While bulls point to robust data center demand and technological leadership, the community is deeply divided over whether the stock's valuation is fully supported by future earnings or increasingly vulnerable to macroeconomic volatility and supply chain shifts.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is facing significant selling pressure amid a broader market rotation out of high-growth AI infrastructure and bitcoin mining stocks, compounded by concerns over planned share dilution and geopolitical instability. While the community remains divided, many investors are closely tracking potential hyperscaler deal announcements and capacity milestones as critical catalysts for a long-term recovery.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending as investors weigh its latest breakthroughs in AI memory efficiencyspecifically the new TurboQuant algorithmagainst broader concerns regarding enterprise AI spending and geopolitical volatility. The community is actively debating whether these efficiency gains represent a long-term moat that will expand AI demand or a signal of cooling infrastructure requirements for memory chip providers.

Back in 2011, long before “crypto Twitter”, NFTs, or VC-backed chains existed, users of the BitcoinTalk forum came up with a new currency - not to launch a network, but to make fun of btc.... and so: The first memecoin/memecurrency was born.  On May 23, 2011, a Something Awful poster cracked, “Has anyone called them buttcoins yet?”. It was sophomoric and perfect. Within weeks the gag metastasized into Buttcoin.org, a parody blog that described a “peer to peer butt” economy while cataloging mining fiascos, exchange blowups, and MLM-adjacent “innovations”.

Buttcoin

Buttcoin is currently generating intense community debate as supporters differentiate the official project from previous rug pulls, citing its long-standing cultural history and connection to original creators. The stock is trending as users discuss its potential as a memecoin narrative, with many actively highlighting its unique position compared to traditional crypto assets.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is trending as the community actively debates the stock's future amid its 50th anniversary, with bullish sentiment focused on potential AI integration and long-term ecosystem stability despite recent volatility and patent litigation risks. Investors remain closely divided, weighing concerns over executive stock sales and geopolitical tensions against the company's fundamental role as a market stabilizer.

SPDR S&P 500 ETF TRUST - Units of undivided interest in SPDR Trust Series 1

Markets are exhibiting significant volatility as participants weigh the geopolitical uncertainty of the Middle East conflict against hopes for an eleventh-hour diplomatic extension. Investors are intensely focused on the potential for energy infrastructure disruptions while debating whether the current price action reflects genuine risk or typical algorithm-driven market manipulation.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

SentinelOne is seeing heightened investor attention and speculative activity ahead of upcoming earnings, with the community actively debating the company's long-term potential as a cybersecurity leader versus its valuation and competitive positioning. Discussions are heavily focused on the stock's potential as a buyout target for major tech firms, the integration of AI-driven security tools, and whether recent price fluctuations offer a strategic entry point or signal broader sector weakness.

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ITC Ltd.

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Martyn

$EWP  Adding some.  Up less than other markets/sectors and in solid uptrend...

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iShares MSCI Spain ETF

David Durand

$EWP #Spain  Beating a lot of investments today. +0.75% again today in a strong uptrend, with tariffs supposedly behind the EU at 15%.  The agreement has not yet been written in stone and some of the provisions like US investment are unenforceable.   
 
Spain&#39;s exports to the US in 2023 were only 4.9% of total exports and only 1.25% of Spain&#39;s GDP.  As of June 2025 the US has trade surplus with Spain of $1.819 B (13.325 B US vs. 11.506 B Spanish exports to US).  Spain is actually being disadvantaged as a member of the EU on that basis, but the hit on the overall Spanish economy is still small (can be more sig. at the sector level). 
 
https://www.caixabankresearch.com/en/economics-markets/activity-growth/impact-tariff-hikes-spanish-exports-us-which-sectors-could-be  and  
 
Census.gov. (search &quot;Trade in goods with Spain&quot;)