SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

High Roller Technologies, Inc. is an evolving and growth-oriented iCasino and entertainment company, which engages in the business of operating an online gaming business offering casino betting games to customers. The firm also offers a wide range of games including many that are available in land-based casinos, such as blackjack, roulette, baccarat, poker, and slot machines. The company was founded by Michael Alexander Cribari and Brandon Christopher Eachus on December 21, 2021 and is headquartered in Las Vegas, NV.

High Roller Technologies Inc.

High Roller Technologies Inc

High Roller Technologies (ROLR) is seeing intense trading activity following its strategic partnership with crypto.com/us to launch a U.S. prediction markets platform and expand into sports betting. Community discussion centers on the stock's low float and the potential for a significant short squeeze, with many speculating about its multi-day runner potential within the online gaming and crypto sector.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is experiencing a significant surge, fueled by a major analyst upgrade citing robust, AI-driven demand for its server CPUs and accelerators, with supply reportedly sold out through 2026. This news, alongside positive signals from key suppliers and a new strategic AI collaboration, is driving widespread community bullishness around AMD's growing market share in the AI sector.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as digital video compact disc player, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

Taiwan Semiconductor Manufacturing is trending following impressive quarterly earnings that significantly surpassed expectations, driven by robust demand for advanced chips. The community is actively discussing how this performance underscores the accelerating AI boom and signals a strong outlook for the broader semiconductor sector. This positive momentum is further fueled by the company's expansion plans, including additional U.S. factories.

BRC Group Holdings, Inc. engages in the provision of financial services and solutions to the capital raising and financial advisory needs of public and private firms. It operates through the following segments: Capital Markets, Wealth Management, Financial Consulting, Auction and Liquidation, Communications, and Consumer. The Capital Markets segment provides investment banking, corporate finance, research, wealth management, and sales and trading services to corporate, institutional, and high net worth clients. The Wealth Management segment offers retail brokerage, investment management, and insurance, and tax preparation services. The Financial Consulting segment focuses on a variety of specialized advisory services spanning bankruptcy, restructuring, turnaround management, forensic accounting, crisis and litigation support, appraisal and valuation, real estate, and operations management. The Auction and Liquidation segment deals with retail liquidation services. The Communications segment is composed of a portfolio of companies acquired for attractive risk-adjusted investment return characteristics. The Consumer segment includes Targus and the Brands investment portfolio. The company was founded in 1973 and is headquartered in Los Angeles, CA.

BRC Group Holdings Inc.

B. Riley Financial Inc

B. Riley Financial Inc (RILY) is trending as the company achieved NASDAQ compliance with its Q3 10-Q filing, showcasing improved financial performance. This development, coupled with a high short interest and numerous in-the-money call options, has ignited community discussions about a potential large short squeeze and significant upward price action, signaling a turnaround from previous challenges.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is highly active following a notable downgrade and low price target from a major investment bank, igniting intense debate among investors. While some view this as strategic manipulation to acquire shares cheaply ahead of anticipated strong AI demand and positive sector tailwinds from recent chip-maker earnings, others remain concerned about margin compression and perceived management issues. The community is sharply divided between those accumulating shares at current levels and those expecting further downside, with many highlighting the company's significant contracts and overall undervaluation.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. is experiencing a surge due to intensified geopolitical focus on Greenland's vast critical mineral resources, highlighted by the formation of a U.S., Denmark, and Greenland working group on security and resource development. Community discussion is buzzing with expectations of significant U.S. investment and supply chain security, fueling heavy trading volume and speculation about a potential short squeeze for the company. This dynamic positions CRML as a central player in the global race for essential rare earth elements.

BlackRock Institutional Trust Company N.A. - iShares Silver Trust

iShares Silver Trust

SLV is experiencing extreme volatility and intense community discussion, driven by escalating geopolitical tensions and a strong narrative around structural supply deficits meeting rising industrial demand. Bulls anticipate a significant repricing, while bears warn of an unsustainable rally fueled by historical manipulation and rapid price swings. The debate highlights silver's dual role as a critical industrial commodity and a perceived safe-haven asset.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is experiencing an explosive rally, driven by a significantly raised price target from Bernstein and reports of the company planning to double high-capacity 3D NAND prices amidst surging AI infrastructure demand. The community is actively discussing a potential "memory supercycle," with many anticipating further upside and comparing its momentum to leading AI stocks, though a skeptical segment warns of an unsustainable "bubble" given its rapid ascent and valuation.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X Shares

Direxion Daily Semiconductor Bull 3X Shares

Direxion Daily Semiconductor Bull 3X Shares (SOXL) is highly active amid a robust tech earnings season and anticipation of major industry events, signaling continued optimism for the AI-driven semiconductor sector. While many investors foresee significant upside and label it a 'free money rally,' a substantial number express caution, citing risks of an 'AI bubble,' potential market corrections, and the inherent volatility and decay associated with leveraged ETFs.

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 actively trending, fueled by robust financial results from a key semiconductor manufacturing partner, which underscored accelerating demand for AI-driven hardware. This positive sector news has ignited strong debate among the community, with many anticipating a significant upward movement for NVIDIA, while others caution about potential market dynamics. The broader sentiment highlights NVIDIA's integral position within the expanding AI megatrend.

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

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Apple Inc.

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$MO $PM $BTI what do you guys think is fair value for each ? Enjoying price action today!

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Altria Group Inc.

Philip Morris International Inc

British American Tobacco plc

 what do you guys think is fair value for each ? Enjoying price action today!

Amazon.com Inc

KLA Corp.

Lam Research Corp.

Microsoft Corp

Abbvie Inc

Alphabet Inc Class A

Kamil Agrawala

@kagrawala probably no more than 18-20 PE at the moment. If marijuana comes into play, they could all probably go for more of a growth PE. A lot of consumer staples are in the 20-30 range.

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 probably no more than 18-20 PE at the moment. If marijuana comes into play, they could all probably go for more of a growth PE. A lot of consumer staples are in the 20-30 range.

Bristol-Myers Squibb Co.

Novo Nordisk A/S

TG Therapeutics Inc

PayPal Holdings Inc

Paramount Skydance Corp. - Ordinary Shares - Class B

Oaktree Specialty Lending Corp

Adam Wasserman

@kagrawala I only know MO, but $75.

Puts it about 15 P/E and 5.6% yield.  I would not hold tobacco with yield lower than 10-yr treasury because of market and government risk.  This has a ways to go.

 I only know MO, but $75.

Puts it about 15 P/E and 5.6% yield.  I would not hold tobacco with yield lower than 10-yr treasury because of market and government risk.  This has a ways to go.