SPDR Dow Jones Industrial Average ETF

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Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is trending after launching a cheaper, compounded oral version of semaglutide, provoking immediate threats of legal and regulatory action from Novo Nordisk and the FDA. The community is sharply divided, with bulls seeing a bold move to expand access and bears criticizing it as an illegal infringement on patented drugs that could lead to significant financial and regulatory fallout.

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 trending after a substantial earnings miss fueled panic selling among investors, with many questioning management's execution. However, a segment of the community remains bullish, emphasizing the company's long-term pivot to AI infrastructure, secured power, and substantial financing for future growth despite current operational losses from the transition away from Bitcoin mining.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is facing intense scrutiny and extreme market fear, fueled by discussions around alleged associations with illicit activities and institutional capital outflows, even as a polarized community debates whether it presents a generational buying opportunity or further downside.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending after its latest earnings report revealed a significantly higher-than-anticipated $200 billion in capital expenditures planned for 2026, predominantly for AI infrastructure and AWS expansion. While this massive investment fuels community debate over immediate margin pressures versus long-term growth opportunities, the market's strong negative reaction highlights broader concerns about tech sector spending.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is at the center of a broad tech sell-off, as Amazon's massive CapEx guidance for AI intensifies community fears of an 'AI bubble' and prompts widespread questioning of future returns. The market is gripped by a 'brutal' sentiment, fueled by accusations of manipulation and concerns that Bitcoin's sharp decline is dragging down the entire sector.

SSgA Active Trust - SPDR Dow Jones Industrial Average ETF

The SPDR Dow Jones Industrial Average ETF (DIA) is actively discussed amid heightened broad market volatility, as investors react to a new Federal Reserve Chair nomination and conflicting geopolitical headlines, sparking a contentious debate between bulls anticipating a rebound and bears fearing a deeper sell-off.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

Mounting geopolitical concerns in the Middle East, a sharp downturn in major tech stocks following earnings, and a significant crypto market correction are driving SPY's trend, with the community fiercely debating whether this signals a deeper market collapse or a "face-ripper" rebound.

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 trending as market participants vigorously debate its price action, with massive capital expenditure commitments from major tech firms signaling robust AI infrastructure demand, contrasting with a broader tech sector sell-off and community concerns over market manipulation.

United States Commodity Funds LLC - United States Oil Fund

United States Oil Fund

United States Oil Fund (USO) is highly volatile amid intense speculation surrounding escalating US-Iran tensions and the evolving situation in Venezuela, leaving traders debating whether a geopolitical "war premium" or increased supply will ultimately dictate crude prices.

Stellantis NV engages in the designing, engineering, manufacturing, distributing, and selling of vehicles and components. It offers its products under the Abarth, Alfa Romeo, Chrysler, Citroën, Dodge, DS Automobiles, Fiat, Jeep, Lancia, Maserati, Opel, Peugeot, Ram Trucks, Vauxhall, Free2move, and Leasys brands. The company was founded on April 1, 2014 and is headquartered in Hoofddorp, the Netherlands.

Stellantis N.V

Stellantis is experiencing a significant drop following news of a multi-billion dollar charge tied to a business overhaul and an EV strategy reset, igniting intense community discussion on its valuation and sustainability as it navigates recalls and a challenging auto market.

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HDFC Bank Ltd.

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Apple Inc.

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$KDP what am I missing? Prior to the announcement, the combined market cap of $KDP and $JDEPY was around $62B. Today, the combined value is $56B. So, over the past few days, we’ve collectively lost 10% of market cap. To return to $62B, KDP’s price would be valued at $32, or 15% higher from here. The math doesn’t work. What has changed? Do you really think this combination erodes value? That’s what the market is stating. Just remember, the market can stay irrational far longer than you can stay solvent.

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Keurig Dr Pepper Inc

JDE Peets NV Unsponsored Netherlands ADR

 what am I missing? Prior to the announcement, the combined market cap of 

 was around $62B. Today, the combined value is $56B. So, over the past few days, we’ve collectively lost 10% of market cap. To return to $62B, KDP’s price would be valued at $32, or 15% higher from here. The math doesn’t work. What has changed? Do you really think this combination erodes value? That’s what the market is stating. Just remember, the market can stay irrational far longer than you can stay solvent.

Core Scientific Inc

Justin

@junigage 

i think its because KDP is buying Peets out at a pretty penny…

im not 100% certain though. im watching… i may pick up some KDP

 

i think its because KDP is buying Peets out at a pretty penny…

im not 100% certain though. im watching… i may pick up some KDP

Strategy

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Beyond Meat Inc

Bed Bath & Beyond Inc

@junigage $KDP  
 
You are missing half (in my experience the more important half) of the picture, look at the impact on the post merger leverage for both beverage and coffee companies, the credit (bonds) is at risk of getting downgraded. If the debt is under pressure, you -the stockholder- rank even LOWER in the capital structure... so the sell-off makes sense. 
 
and yes @VQ350GeTsome is right, the price (multiple) KDP is paying for Peets is high, look at the headwinds other firms are facing in the beverage business ($SJM for example with their coffee segment.. the hostess mess is a whole diff story) 
 
All that said i am in via options for a bounce.

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J.M. Smucker Co.

  
 
You are missing half (in my experience the more important half) of the picture, look at the impact on the post merger leverage for both beverage and coffee companies, the credit (bonds) is at risk of getting downgraded. If the debt is under pressure, you -the stockholder- rank even LOWER in the capital structure... so the sell-off makes sense. 
 
and yes 

 is right, the price (multiple) KDP is paying for Peets is high, look at the headwinds other firms are facing in the beverage business (

 for example with their coffee segment.. the hostess mess is a whole diff story) 
 
All that said i am in via options for a bounce.

James Hardie Industries SE

Unitedhealth Group Inc

Globant S.A.

Elevance Health Inc

Carvana Co.

Cronos Group Inc

Endava Ltd

f''(x)

@BazingAC @VQ350GeTsome Great insights. Thanks. I too am playing October calls. Looking for a bounce. October is maybe not long enough though.

 Great insights. Thanks. I too am playing October calls. Looking for a bounce. October is maybe not long enough though.

@junigage @BazingAC @VQ350GeTsome  Agreed.  I&#39;m further out on calls though.  Have gotten more cautious on short term calls over the years.  Less stress with lower % gains on longer term options

  Agreed.  I'm further out on calls though.  Have gotten more cautious on short term calls over the years.  Less stress with lower % gains on longer term options