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Invesco QQQ Trust Series 1

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhoods quarterly report is driving attention: revenue came in below expectations, while traders also focus on weaker crypto activity and lower reported profit despite record revenue and growth in options and prediction markets. The selloff has divided traders between those calling it an overreaction and buying the dip and those concerned about valuation and profit pressures.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

Seagates strong quarterly results and better-than-expected outlook have been met with a sharp selloff, prompting debate over profit-taking, elevated expectations and slowing margin growth versus the bullish AI-storage demand story.

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

Attention centers on Compass Pathways expected completion of the rolling FDA application for COMP360, its investigational psilocybin treatment for treatment-resistant depression, with traders focused on the prospect of an accelerated review and potential approval. Many are bullish on the clinical and commercial prospects, while others are frustrated by the filings timing and volatile share price and caution that approval and a strong market reaction are not guaranteed.

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

Reddits steep selloff and quarterly earnings expectations dominate discussion, with bears citing concerns about U.S. user growth, Googles AI summaries diverting search traffic, uncertain AI data-licensing revenue and insider selling. Bulls counter that advertising growth and earnings strength could make the pullback excessive.

United Parcel Service, Inc. is a package delivery company, which engages in the provision of global supply chain management solutions. It operates through the following segments: U.S. Domestic Package and International Package. The U.S. Domestic Package segment includes time-definite delivery of letters, documents, and packages. The International Package segment focuses on delivery and shipments in Europe, Asia, the Indian sub-continent, the Middle East, Africa, Canada, and Latin America. The company was founded by James E. Casey and Claude Ryan on August 28, 1907 and is headquartered in Atlanta, GA.

United Parcel Service, Inc. - Ordinary Shares - Class B

United Parcel Service, Inc.

UPS is drawing attention after a third-quarter earnings beat and a higher full-year outlook, with traders cheering improved results, a shift away from lower-margin Amazon volume, and expected holiday demand. Some remain cautious about whether the strategy can sustain margin growth amid softer package volumes and ongoing execution concerns.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynixs record quarterly results, AI-driven memory demand and announced shareholder returns are driving attention, with traders pointing to capacity booked through 2029 and shortages potentially lasting into 2030. The reaction is broadly bullish, though some question the muted share response and warn that strong memory earnings may be cyclical or already priced in.

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

Anthropics IPO filing and a large bank-backed arrangement to finance Broadcom AI chips, alongside a D.A. Davidson upgrade, have renewed attention on the companys custom-chip demand outlook. Bulls view the commitments as evidence of durable AI demand, while skeptics question the financing risks and point to Broadcoms recent tendency to lag or fade broader semiconductor gains.

Maplebear, Inc. engages in the design and development of an online application that offers grocery delivery and pick-up services. The firm offers Instacart which enables users to connect with personal shoppers in the area who pick up and deliver groceries from local stores. The company was founded by Apoorva Mehta, Brandon Leonardo, and Max Mullen in 2012 and is headquartered in San Francisco, CA.

Maplebear Inc.

Instacart

Reports that DoorDash is in advanced talks to acquire Instacart are driving attention. Traders are weighing the prospect of a buyout premium against skepticism that a deal will close; no agreement is confirmed.

Teladoc Health, Inc. engages in the provision of telehealthcare services using a technology platform via mobile devices, the Internet, video and phone. It operates through the following segments: Teladoc Health Integrated Care, BetterHelp, and Others. The Teladoc Health Integrated Care segment offers virtual medical services. The BetterHelp segment includes virtual mental health and other wellness services. The company was founded in June 2002 by George Byron Brooks, Michael Gorton, and Gary Wald and is headquartered in New York, NY.

Teladoc Health Inc

Attention is centered on Teladocs approaching Q3 earnings, with traders looking for evidence that BetterHelps decline is stabilizing and its shift toward insurance can support growth. Bulls speculate that high short interest could amplify a positive reaction, while bears cite weak execution, management credibility, and uncertainty about a path to revenue growth and profitability.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Concerns about Coinbases upcoming earnings and slowing crypto trading activity dominate discussion, alongside volatile Bitcoin markets and COINs perceived underperformance relative to crypto and broader stocks. Bearish traders worry lower activity could pressure results, while some holders expect a positive earnings surprise or a rebound as sentiment and positioning turn pessimistic.

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$RIOT Riot Platforms disclosed a 191 megawatt Texas lease worth $9.1 billion, rising to as much as $16.5 billion with extensions. Riot described its tenant only as one of the world&#39;s leading frontier AI labs. The tenant itself has never publicly named a single location. Techdamentals IV Calculator shows a valuation range. 
 
Video: https://youtu.be/k8OKj-KHz8Y 
Written version: https://techdamentals.com/newsletter/who-actually-gets-anthropics-money?ref=st 
 
What is it worth? 👇 
https://techdamentals.com/v/RIOT?ref=st 
 
Educational, not advice.

Anthropic spent $482 million on its own property and $8.9 billion on other people's. Here is where that money lands, and who it lands on.

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Who actually gets Anthropic's money?

Anthropic rents almost all of its computing power from landlords like Broadcom, Nscale and Lambda instead of owning it. Here is who actually gets the money, and how much of it is real. Try it for 7 days. No card needed.

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Who Actually Gets Anthropic's Money? $812B Total Expenditures Ant Explained

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Riot Platforms Inc

 Riot Platforms disclosed a 191 megawatt Texas lease worth $9.1 billion, rising to as much as $16.5 billion with extensions. Riot described its tenant only as one of the world's leading frontier AI labs. The tenant itself has never publicly named a single location. Techdamentals IV Calculator shows a valuation range. 
 
Video: 