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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 shares are under pressure as traders debate whether massive AI-related capital expenditures are translating into sufficient earnings power or long-term growth. While some investors view the current price dip as an accumulation opportunity, others remain bearish, citing valuation concerns and skepticism over the immediate profitability of AI infrastructure investments.

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 traders speculate on the impact of a rumored foldable iPhone and broader product lineup ahead of the upcoming keynote. Sentiment remains divided, with some traders anticipating a 'sell-the-news' pullback following recent gains, while others view the event as a catalyst for a sustained breakout.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is trending following the launch of Muse, a personal AI agent designed to perform real-world tasks, which sparked debate among traders regarding the effectiveness of AI spending and the company's ability to drive durable monetization. Sentiment remains polarized as investors weigh the potential for increased engagement against concerns over high capital expenditures.

Alphabet Inc - Ordinary Shares - Class C

Google shares are experiencing downward pressure and heightened volatility as traders express frustration over the company's underperformance, persistent selling, and concerns regarding its competitive position in AI. While some investors see a buying opportunity due to the stock's lower valuation and cloud growth, others are aggressively betting on further downside and criticizing leadership.

Casey's General Stores, Inc. engages in the provision of management and operation of convenience stores and gasoline stations. It provides self-service gasoline, a wide selection of grocery items, and an array of freshly prepared food items. The firm offers food, beverages, tobacco products, health and beauty aids, automotive products, and other non-food items. The company was founded by Donald F. Lamberti in 1968 and is headquartered in Ankeny, IA.

Casey`s General Stores, Inc.

Casey's General Stores is trending following a significant share price decline, driven by investor concern over slowing same-store sales growth despite a headline earnings and revenue beat. The community remains divided, with some traders viewing the pullback as a buying opportunity in a long-term compounder, while others argue the stock remains overvalued and caution against further downside.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

Compass Pathways is trending as investors focus on its Q4 NDA submission timeline and upcoming Q2 financial results, viewing the company as a leader in the psychedelic space with significant clinical and regulatory progress. While some traders express concern over broader macro-economic risks and potential share dilution, the community generally maintains a bullish outlook based on the company's cash position and the upcoming FDA review process.

Zcash is a privacy-focused cryptocurrency that uses trustless zero-knowledge proofs to enable fully encrypted transactions while maintaining blockchain transparency and security. It was the first cryptocurrency to implement zero-knowledge encryption for private peer-to-peer payments, addressing the fundamental privacy gap in traditional cryptocurrencies that expose transaction details publicly.   With a fixed supply of 21 million ZEC and a halving schedule similar to Bitcoin, Zcash allows users to prove transactions are valid without revealing sensitive information like wallet balances, transaction amounts, or participant identities, making it suitable for everyday payments, long-term savings, and cross-border money transfers where financial confidentiality matters.  The protocol operates on its own blockchain currently using Proof-of-Work consensus, though it's evolving toward Proof-of-Stake through the planned "Crosslink" upgrade to enhance security, scalability, and energy efficiency. Zcash employs trustless zero-knowledge proofs (Halo) within its Orchard shielded pool to verify transactions without revealing sender, receiver, or amount information.   Users can choose between transparent public transactions and shielded private transactions through Unified Addresses, which work with both types. The network is faster and cheaper than Bitcoin, with new blocks mined every 75 seconds and transaction fees typically just a fraction of a cent. Privacy adoption has surged in 2025, with over 30% of total ZEC supply now held in fully shielded pools.  Zcash was created by a group of scientists in 2013 who initially proposed Zerocoin as a privacy extension to Bitcoin before building a standalone protocol. The ecosystem operates with a self-funded development model where block rewards support independent teams through the Zcash Community Grants Committee and a new Coinholder-Controlled Fund.

Zcash

Zcash is experiencing significant upward momentum driven by intense retail buying, reports of institutional accumulation, and a short squeeze triggered by large liquidation levels. The community remains largely bullish, comparing the asset to Bitcoin while debating its long-term potential as a privacy-focused alternative.

Chewy, Inc. operates as an online retailer of pet food and other pet-related products and services. It supplies pet medications, food, treats and other pet-health products and services for dogs, cats, fish, birds, small pets, horses, and reptiles. It has a portfolio of pet healthcare offerings that includes Chewy Pharmacy, Connect with a Vet, and CarePlus, an exclusive suite of pet-first insurance and wellness plans. The company was founded by Ryan Cohen and Michael Day in September 2011 and is headquartered in Plantation, FL.

Chewy Inc - Ordinary Shares - Class A

Chewy Inc

Chewy is trending as traders speculate on a potential rebound following a significant sell-off that brought the stock to multi-year lows, with many citing its subscription-based model and expansion into veterinary services as long-term catalysts. While some investors view current levels as an opportunistic entry point, others remain cautious, pointing to persistent technical downtrends and concerns regarding discretionary consumer spending.

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 declined significantly following fiscal second-quarter results and a fiscal third-quarter outlook that fell short of consensus revenue estimates. Investors also reacted to a leadership transition, with the company announcing the departure of its Chief Revenue Officer.

Xanadu Quantum Technologies Ltd. engages in the provision of quantum computing solutions for enterprise and government customers. The company was founded by Christian Weedbrook on October 2, 2025 and is headquartered in Toronto, Canada.

Xanadu Quantum Technologies Ltd. - Ordinary Shares - Class B (Sub Voting)

Xanadu Quantum is trending as investors react to the company's recent announcement of a collaboration with ASML to develop advanced lithography processes for photonic quantum hardware. While some traders are optimistic about the long-term potential of the company's technology and software ecosystem, others remain skeptical, citing concerns over dilution, the burn rate, and the timeline for commercial viability.

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$FXI If you find signal from headlines and tweets, you gotta think the second week of May will be full of China macro signal. (Trump-Xi meeting) 
Or you could save the angst and simply look for a break above 38 as signal. 
Momentum divergence bodes an upturn as well. 
@kevinbtravers

Matija Kraševec

Orval

brokenowbaby

StockTwits Web

iShares China Large-Cap ETF

 If you find signal from headlines and tweets, you gotta think the second week of May will be full of China macro signal. (Trump-Xi meeting) 
Or you could save the angst and simply look for a break above 38 as signal. 
Momentum divergence bodes an upturn as well. 


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