SPDR Dow Jones Industrial Average ETF

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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 trending after a blowout earnings report and strong guidance, fueled by surging AI data storage demand, which initially sent the stock soaring and garnered significant analyst upgrades. Despite this, the stock saw extreme volatility with substantial profit-taking and heavy shorting, sparking intense community debate on whether the rally is sustainable or a "pump and dump" scenario.

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 such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies (SOFI) is trending due to a significant sell-off despite reporting stellar earnings and strong forward guidance, leading to widespread community frustration and accusations of market manipulation tied to short interest and options expiration. While many view the sharp decline as a coerced buying opportunity for a fundamentally strong fintech, the broader market's weakness is intensifying pressure on the stock.

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

iShares Silver Trust

The iShares Silver Trust (SLV) is trending due to an unprecedented, historic daily plunge in silver prices, triggering massive liquidations and margin calls. The community is sharply divided between those calling it a "rug pull" by institutions and "buying the dip" based on strong physical demand and expectations of a swift rebound.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

Applovin (APP) is trending with high volatility following a short-seller report alleging money laundering, which the company vehemently denies, sparking community debate about market manipulation versus a compelling buying opportunity, especially as strong ad revenue from peers and analyst upgrades fuel optimism for its upcoming earnings.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software is experiencing intense community debate and stock volatility after Google unveiled 'Project Genie,' an AI tool that generates interactive 3D worlds, prompting discussions on whether it will disrupt or accelerate the demand for established game engine platforms.

ProShares Trust - ProShares Ultra Silver 2x Shares

ProShares Ultra Silver

ProShares Ultra Silver ($AGQ) is trending due to extreme volatility in the silver market, with bulls citing demand and perceived scarcity for anticipated gains, while bears warn of a speculative bubble mirroring past frenzies. Its leveraged nature amplifies these dramatic price swings, sparking widespread discussions about rapid wealth shifts, decay, and the significant risks inherent in highly-geared products.

Phoenix Asia Holdings Ltd. engages in the substructure works and other construction services. It offers site formation, ground investigation and foundation work through it subsidiary. The company was founded on August 9, 2024 and is headquartered in Hong Kong.

Phoenix Asia Holdings Ltd.

Phoenix Asia Holdings (PHOE) is a top gainer, experiencing multiple trading halts and significant price appreciation, driven by intense speculative interest in its low-float IPO status and comparisons to other recent volatile 'China concept' stocks. The community is actively debating its monster momentum versus potential for a rapid reversal.

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 Inc. is trending after reporting record-breaking earnings, fueled by robust iPhone demand and significant growth in China. However, community discussion is divided, with many debating if the subdued stock reaction reflects concerns over AI innovation and rising memory costs, or if it's due to perceived market manipulation despite a wave of analyst upgrades.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is trending as the semiconductor industry's 'memory supercycle' continues, driven by strong AI demand and a peer's impressive earnings outlook. The community is actively debating whether its significant run-up reflects a 'golden era' for memory or an overheated market ripe for correction.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir Technologies is trending ahead of its highly anticipated earnings report, with strong speculation about its AI-driven growth. Community sentiment is sharply divided, as many view the recent significant price decline as a prime buying opportunity, while others warn of extreme overvaluation and potential further drops amid broader tech sector weakness.

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$XOP $XLE $RNGR $CTRA $REI 

Energy concludes the cycle. 
At least for this period of the cycle. 
Long term, commodities have a long ways to go. 

https://x.com/tavicosta/status/1997733219018670501?s=46

DarkSiege

David B

DJtheDegen

Mr. Layne

Eternal Optimist

Dipo Ishola

Axel Petersen

James

Energy stocks keep inching higher, quietly building the pressure for what I think could become a sharp, decisive breakout. You can't perfectly time these inflection points, but the macro pieces are falling into place:▪️Positioning remains deeply bearish.▪️U.S. oil and gas... pic.twitter.com/UTUbkqVrQL

X (Formerly Twitter)

Otavio (Tavi) Costa on X (formerly Twitter): "Energy stocks keep inching higher, quietly building the pressure for what I think could become a sharp, decisive breakout. You can't perfectly time these inflection points, but the macro pieces are falling ...

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SPDR Oil & Gas Exploration & Production ETF

Energy Select Sector SPDR Fund

Ranger Energy Services Inc - Ordinary Shares - Class A

Coterra Energy Inc

Ring Energy Inc

 

Energy concludes the cycle. 
At least for this period of the cycle. 
Long term, commodities have a long ways to go. 



Barrick Mining Corp

Rio Tinto plc

iShares 20+ Year Treasury Bond ETF

Sibanye Gold Limited

Amplify Junior Silver Miners ETF

rsmracks

@rsmracks  so Racks  I’m 37 and I rode the wave in my commodities tickers. Do I sell half of each position and start moving that to tech after oil goes back up? Assuming as energy goes up USD goes up, tech gets hit? Or do I sell more? Or do I let them ride? All the charts still look great long term except for gold. Lithium silver copper platinum all have lots of room to run. 

Personally I believe commodities are just beginning to accelerate long term. But I haven’t seen this play out before and I really don’t want to get run over 🙃

  so Racks  I’m 37 and I rode the wave in my commodities tickers. Do I sell half of each position and start moving that to tech after oil goes back up? Assuming as energy goes up USD goes up, tech gets hit? Or do I sell more? Or do I let them ride? All the charts still look great long term except for gold. Lithium silver copper platinum all have lots of room to run. 

Personally I believe commodities are just beginning to accelerate long term. But I haven’t seen this play out before and I really don’t want to get run over 🙃

York Water Co.

American Water Works Co. Inc.

American States Water Co.

AliSto88

@AliSto88 

I won’t suggest selling anything and moving into technology. 
I’m a commodities bull. 
I’m going to stay long miners and energy. 
While adding bond exposure.  You know my plan.

 

I won’t suggest selling anything and moving into technology. 
I’m a commodities bull. 
I’m going to stay long miners and energy. 
While adding bond exposure.  You know my plan.

@rsmracks so why do you say energy concludes the cycle then? Is this just the momentum part of the cycle?

 so why do you say energy concludes the cycle then? Is this just the momentum part of the cycle?

@AliSto88 

Yes, so I personally see miners doing extremely well into 2026. 
At some point we will see the energy sector catch momentum. 
As energy prices increase, those companies will generate strong earnings and at the same time, apply  pressure to the economy in general. 
Corporations, small businesses and individuals will have less money to spend due to higher costs. 

I mentioned several years ago that we’re in a similar cycle as 2000-2008. 

I see a credit crisis unfolding at some point. 

Oil/gas will be the last sector for this cycle to see price appreciation and ultimately fall. 

When the stock market ultimately falls, all equities will fall. 

So I’m sticking to my calls. 
Market peak in mid 2026. 
Rollover into 2027. 
Recession 2027-2028. 

I could be completely wrong, but I’ve held this time line for several years now and never stop monitoring my forecast. 

Everything I see is unsustainable. 
The cost of living just isn’t manageable.

 

Yes, so I personally see miners doing extremely well into 2026. 
At some point we will see the energy sector catch momentum. 
As energy prices increase, those companies will generate strong earnings and at the same time, apply  pressure to the economy in general. 
Corporations, small businesses and individuals will have less money to spend due to higher costs. 

I mentioned several years ago that we’re in a similar cycle as 2000-2008. 

I see a credit crisis unfolding at some point. 

Oil/gas will be the last sector for this cycle to see price appreciation and ultimately fall. 

When the stock market ultimately falls, all equities will fall. 

So I’m sticking to my calls. 
Market peak in mid 2026. 
Rollover into 2027. 
Recession 2027-2028. 

I could be completely wrong, but I’ve held this time line for several years now and never stop monitoring my forecast. 

Everything I see is unsustainable. 
The cost of living just isn’t manageable.

@rsmracks 

Thanks for posting this. There is a divergence between wtic and the xop, xle and oih. I’m hoping it’s an indication that crude prices will begin to head up.

 

Thanks for posting this. There is a divergence between wtic and the xop, xle and oih. I’m hoping it’s an indication that crude prices will begin to head up.

VanEck Oil Services ETF

Conoco Phillips

EOG Resources, Inc.

United States Oil Fund

Permian Resources Corp - Ordinary Shares - Class A

plump

@plumppeter 

I’m back to accumulating energy companies. 
I love natural gas exposure. 
I accumulated mining companies for 10 years and now I’m accumulating energy. 
I will rebalance my portfolio even more in 2026. 
70% of my portfolio is currently miners. 
I’m going to trim that down to about 50% and increase my energy positions to about 25%  ￼

 

I’m back to accumulating energy companies. 
I love natural gas exposure. 
I accumulated mining companies for 10 years and now I’m accumulating energy. 
I will rebalance my portfolio even more in 2026. 
70% of my portfolio is currently miners. 
I’m going to trim that down to about 50% and increase my energy positions to about 25%  ￼