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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

Dell Technologies shares surged after the company reported record quarterly revenue and significantly raised its full-year outlook, driven by explosive demand for AI-optimized servers and a record order backlog. While the community expressed frustration over pre-earnings volatility and market-wide sentiment, the dominant sentiment remains bullish on the company's long-term growth and its role in the AI infrastructure supercycle.

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 shares rose as investors reacted positively to the leadership transition from outgoing CEO Tim Cook to John Ternus, who expressed optimism about upcoming hardware launches. The momentum is further fueled by anticipation surrounding the September 9 product event, where the company is expected to unveil new iPhone models and potentially foldable devices.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology Group is trending following a post-earnings sell-off, with traders debating whether the negative reaction stems from compressing margins or cyclical concerns in the AI sector. Despite the price decline, many investors remain bullish on the company's long-term growth, citing strong revenue metrics and continued hyperscaler demand as reasons to accumulate shares.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is trending following a fiscal fourth-quarter earnings beat, with traders debating whether the stock's valuation is stretched despite upbeat fiscal 2027 guidance. While some express optimism about the acquisition of Console and AI-driven security demand, others are wary of slowing organic growth and suggest rotating into lower-valuation peers.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi is trending as traders express intense frustration and debate the stock's poor price performance, which many attribute to market manipulation, sensitivity to interest rates, and the company's lack of a clear near-term catalyst. While some investors remain bullish on long-term growth and institutional accumulation, others are liquidating positions due to the high opportunity cost and what they perceive as broken technicals.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is trending as oil prices surge due to intensified military strikes between U.S. forces and Iran near the Strait of Hormuz. Traders are heavily debating the impact of these geopolitical tensions on energy supplies and inflation, with sentiments split between those anticipating a sustained rally and those betting on a pullback driven by potential diplomatic interventions or supply shifts.

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

Sentiment around Alphabet is currently divided between investors who view the stock as undervalued given its cloud growth and AI integration and traders who remain bearish due to persistent competition from rivals like Anthropic, rising interest rates, and ongoing concerns regarding heavy capital expenditure. While some traders point to potential breakthroughs from new model releases and partnerships, others are betting on further downside, citing a lack of technical support and poor sentiment.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB shares are facing downward pressure as investors weigh a raised full-year forecast against cautious third-quarter revenue guidance and a high valuation. Traders are debating whether the recent earnings beat justifies the stock's premium, leading to significant volatility.

Ethena is a delta-hedged synthetic dollar with native crypto yield derived from staking and perpetual funding rate

Ethena USDe

Traders are actively discussing Ethena's USDe, focusing on upcoming fee-switch governance votes, institutional credit facility milestones with FalconX, and the asset's overall integration across major decentralized finance protocols. Discussion frequently involves comparisons to other stablecoin assets, debates over its NAV discount relative to ENA treasury holdings, and momentum-based price action.

Fervo Energy Co. operates as a energy company. It builds and operates power facilities in extracting geothermal energy. The company was founded by Jack Norbeck and Timothy Latimer in 2017 and is headquartered in Berkeley, CA.

Fervo Energy Co. - Ordinary Shares - Class A

Fervo Energy Co

Fervo Energy is trending following the announcement of its largest-ever power purchase agreement with Google, a development investors and traders view as significant commercial validation for the company's geothermal technology and future data center power capacity. While the community is highly bullish on the company's long-term potential, some participants express skepticism regarding valuation and potential future dilution.

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$PLUS $CDW $SNX $INGM added starters / half cores to all 4 of these right here right now. Think the markets underpircing these resller/ tech deployment companies. look at the forward multiples on all of these. tech bubble/ ai boom or whatever you wan tto call it is still healthy and i dont think the need for compute ever goes down permentantly, halted temporarly when ai boom ends, but i dont see that ending anytime soon. I also dont see the need for compute ever ending, think these are all good pick ups. I put them in my boomer brokerage on schwab so i dont have to stare at them.

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ePlus Inc

CDW Corp

TD Synnex Corp

Ingram Micro Holding Corp.

 added starters / half cores to all 4 of these right here right now. Think the markets underpircing these resller/ tech deployment companies. look at the forward multiples on all of these. tech bubble/ ai boom or whatever you wan tto call it is still healthy and i dont think the need for compute ever goes down permentantly, halted temporarly when ai boom ends, but i dont see that ending anytime soon. I also dont see the need for compute ever ending, think these are all good pick ups. I put them in my boomer brokerage on schwab so i dont have to stare at them.

John Rubias

sold plus at 89s i dont like its lack of volume. sticking w other 3

dumping ingm, just had the worst time ever with their sales support and getting customer service was 0.