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AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

Strong Q2 results, raised guidance, and surging demand for indium phosphide substrates used in AI data-center optics have fueled AXTIs rally, with traders also highlighting long-term supply agreements and capacity expansion. The sharp pullback has divided the community: bulls view it as profit-taking or an oversold sector move, while bears cite stretched valuation, insider selling, China/export risks, and broader risk-off pressure.

Dog (Bitcoin) is a fully decentralized memecoin on the Bitcoin blockchain, backed by a community dedicated to onboarding millions of people to Bitcoin.  Dog is secured by the Bitcoin blockchain and exists on Bitcoin L1, marking a significant innovation compared to Bitcoin with just BTC. Dog is a Bitcoin Runes token with a minimal on-chain footprint, native to Bitcoin, and stored in UTXOs, just like Bitcoin.   What is the project about?  Dog does not do any paid promotion and is fully decentralized just like Bitcoin. Every influencer who chooses to post about Dog either received the airdrop or bought on secondary. Dog leverages the CC0 license to ensure that Dog is not owned by any single entity but rather by everyone. This had lead to the "DOG Army" independently creating art, apps, lotteries, plushies, websites, podcast, magazines, X account, IRL meetups, clothing lines, PFP collections, Telegram groups, and TikTok/Instagram about Dog.  What makes your project unique?  Dog was airdropped in the fairest memecoin launch ever. In early 2024, the Bitcoin Ordinals ecosystem came together in a full volunteer initiative that rewarded early adopters of the Ordinals Protocol. There was no team allocation, and 100% of the supply was airdropped for free. The airdrop algorithm favored neither whales nor influencers; it was determined by the community and made open-source for maximum transparency.

Dog (Bitcoin)

Heavy community promotion around DOG as a leading Bitcoin-native meme/Rune asset, including calls for coordinated buying on Kraken and expectations that it will benefit from a Bitcoin recovery, is driving attention. Skeptics counter that thin liquidity, large token supply, weak trading activity, and alleged influencer-driven promotion leave the token highly speculative.

Hyperliquid is a layer one (L1) blockchain best known for perpetual futures and spot trading. Beyond its flagship DEX trading platform, the ecosystem supports borrowing, lending, real world assets (RWAs), and a full-fledged Ethereum Virtual Machine (EVM), making it a leading force in decentralized finance (defi).   Just as electronic trading dramatically improved markets in the 2000s, Hyperliquid offers an opportunity for a massive technical upgrade of the existing financial system through a transparent, efficient, and resilient blockchain. HYPE is the native token of the Hyperliquid blockchain, with a maximum supply of 1 billion.

Hype

President Trumps backing for bringing Hyperliquids derivatives platform into the U.S. through a compliant CFTC framework is driving attention alongside record-high momentum. Traders are broadly bullish on Hyperliquids exchange growth, fee-funded buybacks and token burns, though skeptics warn that upcoming token unlocks, dilution and overbought conditions could trigger a pullback.

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

Ethena USDe

Speculative crypto and stablecoin momentum is driving attention, with traders focusing on StableCoinXs exposure to Ethena/ENA, its reported token treasury, and the launch of its StableCoinX Harness infrastructure platform. The community is split between viewing the setup as a discounted NAV and institutional-adoption opportunity and warning that lockups, dilution, volatility, and overbought conditions make the move highly speculative.

McDonald's Corp. engages in the operation and franchising of restaurants. The firm operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. Its products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, and McCafe beverages. The company was founded by Raymond Albert Kroc on April 15, 1955 and is headquartered in Chicago, IL.

McDonald`s Corp

McDonald's Corp

McDonalds mixed second-quarter results are driving attention: an adjusted earnings beat was offset by softer revenue and comparable-store sales, particularly in the U.S., keeping investors focused on slowing traffic, value promotions and a U.S. leadership change. Traders are split between buying the selloff on the brands defensive, franchise-heavy model and expecting further downside as consumer demand remains pressured.

Sony Group Corp. engages in the development, design, manufacture, and sale of electronic equipment, instruments, devices, game consoles, and software for consumers, professionals and industrial markets. It operates through the following segments: Game and Network Services, Music, Pictures, Entertainment Technology & Services, Imaging and Sensing Solutions, Financial Services, and Others. The Game and Network Services segment deals with gaming machines, software and network services. The Music segment produces and publishes music and provides image media platforms. The Pictures segment handles film production, television program creation, and media networks. The Home Entertainment and Sound segment offers LCD televisions, home audio, Blu-ray Disc players and recorders, and memory-based portable audio devices. The Imaging and Sensing Solutions segment includes the image sensors business. The Financial Services segment manages the life insurance and non-life insurance operations and banking business. The Others segment consists of various operating activities, including the disc manufacturing and recording media businesses. The company was founded by Akio Morita and Masaru Ibuka on May 7, 1946 and is headquartered in Tokyo, Japan.

Sony Group Corporation - ADR

Sony Group Corporation

Sonys planned shift to digital-only PlayStation game releases, ending new physical discs in 2028, is driving intense debate. Critics cite boycott threats, potential customer losses and regulatory scrutiny, while bullish traders argue the move could improve margins and that GTA 6, PlayStation demand and image-sensor growth remain key offsets.

Palladyne AI Corp. engages in the design, development, and manufacture of industrial robotic systems that augment human performance by combining human intelligence, instinct, and judgment with the strength, endurance, and precision of machines to enhance employee safety and productivity. Its products include Palldyne IQ and Palladyne Pilot. The company was founded by Fraser M. Smith and Benjamin G. Wolff in 2015 and is headquartered in Salt Lake City, UT.

Palladyne AI Corp.

U.S. Army contracts and field validation of Palladynes SwarmOS and Gremlin-X autonomous drone technology are driving attention, with traders viewing the developments as evidence of growing defense commercialization and a pathway to larger procurement awards. Bullish holders cite contract and backlog growth alongside elevated short interest, while skeptics point to undisclosed contract terms, ongoing losses, and broad defense-sector selling.

Ethena

Ethenas proposed fee switch and potential ENA buybacks are driving attention, alongside expectations that rising USDe adoption and institutional treasury purchases could support demand. Traders are debating the timing and impact, noting that buybacks may depend on USDe reaching a specified supply threshold, while others remain cautious about unlocks and selling pressure.

Tidal Trust II - YieldMax MSTR Option Income Strategy ETF

YieldMax MSTR Option Income Strategy ETF

A sharp pullback in MSTY has intensified debate over whether its weekly distributions and option-income strategy can offset ongoing NAV erosion tied to its MSTR and Bitcoin exposure. Bulls are accumulating for the cash flow and a potential crypto rebound, while bears warn of continued price decay and another reverse split or fund closure.

Xeris Biopharma Holdings, Inc. is a biopharmaceutical company, which engages in developing and commercializing products across a range of therapies. Its products include Gvoke, Keveyis, and Recorlev. Gvoke is a ready-to-use liquid glucagon for the treatment of severe hypoglycemia. Keveyis is the therapy approved in the United States to treat hyperkalemic, hypokalemic, and related variants of primary periodic paralysis (PPP). Recorlev is a cortisol synthesis inhibitor approved for the treatment of endogenous hypercortisolemia in adult patients with Cushing’s syndrome. The company was founded by Steven Prestrelski in 2005 and is headquartered in Chicago, IL.

Xeris Biopharma Holdings Inc

Xeris scheduled XP-8121 program webinar on September 9, covering the pivotal Phase 3 design and commercialization strategy for its once-weekly injectable levothyroxine, is the dominant focus. Traders are broadly optimistic that the update could re-rate the stock, though some caution that delays, limited specifics, and unsubstantiated buyout or partnership speculation may disappoint.

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$SMCI Some forecasts suggest SMCI&#39;s revenue could reach approximately $48.2 billion by 2028.

12 billion dollar market cap and 48.2 billion per year revenue in 2028. 

How does this make sense? 

$F $UC.X $K  these bears. Hope they get their karma

Jeff

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 Some forecasts suggest SMCI's revenue could reach approximately $48.2 billion by 2028.

12 billion dollar market cap and 48.2 billion per year revenue in 2028. 

How does this make sense? 

