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Invesco QQQ Trust Series 1

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

Teslas long-delayed Roadster reveal is driving attention, with traders debating whether it will deliver concrete production or performance details or amount to another sell-the-news event. Speculation that the event could bring a TeslaSpaceX merger announcement is also circulating, but remains unconfirmed; broader market weakness is adding pressure.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Reports of declining Truth Social traffic and DJTs prolonged selloff are driving bearish discussion, with many traders questioning the companys business prospects amid contentious political and economic headlines. A smaller bullish camp points to a possible rebound or TAE Technologies deal, but the deal is discussed speculatively.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

Renewed buying in enterprise softwareframed by traders as a rotation out of AI-chip stockshas lifted NOW amid optimism about its AI-agent governance and workflow products, including the AI Passport launch. Bulls see a breakout taking shape, while skeptics point to repeated resistance and sharp reversals that have made gains difficult to hold.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dells sharp selloff followed Barclays downgrade, which questioned whether enterprise AI spending is accelerating and argued that higher component prices may be contributing to revenue growth. Traders are split between seeing the drop as an overdone reaction and viewing it as a reassessment of lofty AI expectations, with some blaming the analyst call for the decline.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopifys extended rally and approach of its quarterly results are driving attention, with traders pointing to strong momentum and the Meta Muse checkout partnership as potential growth support. Bulls see room for the run to continue, while others warn the shares look overbought and could pull back after the sharp advance.

Atlassian Corp. is a holding company, which engages in providing team collaboration and productivity software. Its products include Jira Software, Confluence, Jira Service Management, and Loom. The company was founded by Michael Cannon-Brookes and Scott Farquhar in October 2002 and is headquartered in San Francisco, CA.

Atlassian Corporation - Ordinary Shares - Class A

Atlassian Corporation Plc

Atlassians strong quarterly results and cloud outlook, alongside growing interest in its AI products, have fueled a sharp rally and renewed optimism about a broader SaaS recovery. Bulls see evidence that AI can benefit rather than displace software platforms, while cautious traders warn the move may be overextended and vulnerable to profit-taking.

The Coca-Cola Co. engages in the manufacturing and marketing of non-alcoholic beverages. It operates through the following segments: Europe, Middle East and Africa, Latin America, North America, Asia Pacific, Global Ventures, and Bottling Investments. The company was founded by Asa Griggs Candler on May 8, 1886 and is headquartered in Atlanta, GA.

Coca-Cola Co

Coca-Colas new U.S. beverage partnership with KFC, replacing Pepsi at its restaurants beginning in 2027, is drawing attention as a competitive win that could expand Cokes food-service presence. Traders largely view the switch positively for KO and as a setback for Pepsi, while some wonder whether the change will extend to other Yum! Brands chains.

iShares Trust - iShares 7-10 Year Treasury Bond ETF

iShares 7-10 Year Treasury Bond ETF

Treasury-yield swings and shifting expectations for Fed policy are driving the discussion, with traders weighing sticky inflation and possible higher-for-longer rates against a bond rally despite a hotter-than-expected inflation reading. Views on IEF are divided: many expect further pressure if yields rise, while others see the recent rally as a potential rebound.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

Concerns that Pharvaris positive deucrictibant XR data could intensify competition for BioCrysts HAE drug Orladeyo are dominating discussion, alongside a bearish analyst reassessment of its revenue outlook. The selloff has frustrated shareholders and fueled calls to sell the company, while some traders argue the rival treatment is still years from launch and point to navenibart as longer-term potential.

GLOBALFOUNDRIES, Inc. provides foundry services and manufactures semiconductors. It offers global shuttle, mask, post-fab and turnkey services. The company was founded on October 7, 2008 and is headquartered in Malta, NY.

GlobalFoundries Inc

A U.S.-Japan-backed expansion at GlobalFoundries New York site, where it is set to build and operate two chip fabs, is driving attention. Many traders view the plan as a long-term positive for U.S. chipmaking capacity, while others are frustrated that the shares have struggled to break resistance and have not responded more strongly to the news.

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$ZETA openAI choosing $TTD over $ZETA tells alot. You better sell now till its too late.

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Zeta Global Holdings Corp

Trade Desk Inc

 tells alot. You better sell now till its too late.

@ffhvbyes  Sell $ZETA and come to $TTD . Crappy marketing platform isn&#39;t fitting for OpenAi. Bigbois buy ads from TTD. They dont need to sell ads.

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 . Crappy marketing platform isn't fitting for OpenAi. Bigbois buy ads from TTD. They dont need to sell ads.

Bobby

@BearBoB I‘m already short $ZETA . Will buy some leaps for $TTD when dust settles.

@ffhvbyes this is sound analysis, no really, sell all of your belongings and short ZETA, you&#39;re Nostradumbass!

 this is sound analysis, no really, sell all of your belongings and short ZETA, you're Nostradumbass!