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Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom shares experienced significant volatility following a quarterly report that beat estimates but featured a fourth-quarter revenue forecast that missed aggressive market expectations. Despite this initial dip, sentiment shifted positive during the earnings call as the company provided an ambitious long-term outlook, projecting AI semiconductor revenue to reach $230 billion by fiscal year 2028.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflake shares surged significantly after the company reported strong second-quarter financial results and raised its full-year revenue guidance, with retail sentiment remaining extremely bullish despite ongoing debate regarding the company's high valuation and lack of GAAP profitability. While many traders are celebrating the 'beast' of an earnings report and the success of its AI coding tool, others remain skeptical, citing concerns over the company's P/S ratio and potential for future volatility.

Ultragenyx Pharmaceutical, Inc. is a biopharmaceutical company, which engages in the identification, acquisition, development, and commercialization of novel products for the treatment of genetic diseases. Its products include Crysvita, Mepsevii, Dojolvi, and Evkeeza. The company was founded by Emil D. Kakkis in April 2010 and is headquartered in Novato, CA.

Ultragenyx Pharmaceutical Inc.

Ultragenyx Pharmaceutical Inc

Ultragenyx shares dropped sharply following the announcement that its Phase 3 trials for the experimental osteogenesis imperfecta drug, setrusumab, failed to meet their primary endpoints for fracture reduction. While investors express significant frustration over this setback, some market participants highlight the company's existing commercial revenue streams and remaining pipeline as reasons to remain constructive.

Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

HPE is trending following the release of fiscal third-quarter results that exceeded analyst expectations for earnings and revenue, leading the company to raise its guidance for future fiscal years. While some traders expressed concern over margin pressure and supply chain constraints, the prevailing community sentiment remains bullish, with many viewing the company as a strong value play within the AI hardware sector.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is trending as analysts raise price targets and provide optimistic outlooks, fueled by strong growth in the firm's prediction markets, transaction volumes, and its blockchain network. While some traders express frustration with price suppression and algorithmic trading patterns, general sentiment remains focused on the company's expanding revenue streams and potential for a sustained rally.

Wolfspeed, Inc. is an innovator of wide bandgap semiconductors, focused on silicon carbide and gallium nitride (GaN) materials and devices for power and radiofrequency (RF) applications. Its product families include silicon carbide and GaN materials, power devices and RF devices, and its products are targeted for various applications such as electric vehicles, fast charging, 5G, renewable energy and storage, and aerospace and defense. The company was founded by Calvin H. Carter Jr., John W. Palmour, F. Neal Hunter, Eric Hunter, and John Edmond in 1987 and is headquartered in Durham, NC.

Wolfspeed Inc - Ordinary Shares (New)

Wolfspeed Inc

Wolfspeed is receiving significant attention as traders debate its potential for a short squeeze, driven by extremely high short interest and speculative interest in its silicon carbide technology for AI data centers. While some market participants see a strong long-term turnaround opportunity, others remain skeptical due to the company's history of financial restructuring, ongoing cash burn, and negative margins.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is trending due to persistent, unverified speculation regarding a potential buyout by a larger biopharma company, fueled by the stock's strong commercial performance and the anticipated readout of its subcutaneous Briumvi formulation. While investors remain divided on the likelihood of a deal, many are focused on the stock's long-term growth potential and the company's solid revenue trajectory as primary valuation drivers.

Digital Turbine, Inc. engages in mobile growth platform solutions for advertisers, publishers, carriers, and device original equipment manufacturers. It operates through the following segments: On Device Solutions and App Growth Platform. The On Device Solutions segment consists of products and services that simplify the discovery and delivery of mobile apps and content media for device end users. The App Growth Platform segment provides Advertising Solutions and Ad Monetization Solutions. The company was founded on November 6, 1998 and is headquartered in Austin, TX.

Digital Turbine Inc

Digital Turbine is trending following a positive earnings report that exceeded expectations, prompting widespread community optimism and renewed interest in the stock's growth potential. While some traders discuss the company's valuation compared to peers and potential for a short squeeze, others highlight the company's improving cash flow and recent contract wins as key catalysts for a potential long-term recovery.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is experiencing significant volatility as investors debate the potential for a short squeeze against a backdrop of ongoing insider selling and broader skepticism regarding its timeline for commercialization. Despite these headwinds, bulls remain focused on the company's long-term potential to power AI data centers and recent regulatory milestones in its nuclear reactor development.

VS Trust - 2x Long VIX Futures ETF

Volatility Shares 2x Long VIX Futures ETF

The community discussion surrounding UVIX is highly fragmented, with traders expressing frustration over its persistent downward performance despite market volatility and geopolitical tensions. Common themes include skepticism toward the instrument's structural mechanics and decay, as well as debate over whether competing leveraged ETFs offer more effective hedging opportunities.

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And people wonder why everything has become so expensive. No wonder commodities are running like they stole something. 
They can try to grow out of this issue. They can try to inflate the debt away, but neither will work. 
Miners and Energy. 👍
$B $RIO $XOP $EOG 

https://x.com/kobeissiletter/status/2094899921082085754?s=46

Brian P.

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Brent Fox

BREAKING: Global broad money supply surged +$10.7 trillion YoY in June, or +7.7%, to a record $150 trillion.This marks the 9th consecutive YoY increase above +7.0%, the longest such streak since 2021.The biggest increase over this period was recorded in February 2026, at... pic.twitter.com/uP3f65k2hi

X (Formerly Twitter)

The Kobeissi Letter on X (formerly Twitter): "BREAKING: Global broad money supply surged +$10.7 trillion YoY in June, or +7.7%, to a record $150 trillion.This marks the 9th consecutive YoY increase above +7.0%, the longest such streak since 2021.The bi...

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EOG Resources, Inc.

 

And people wonder why everything has become so expensive. No wonder commodities are running like they stole something. 
They can try to grow out of this issue. They can try to inflate the debt away, but neither will work. 
Miners and Energy. 👍


rsmracks

@rsmracks 
https://x.com/KobeissiLetter/status/2095325000832082392

BREAKING: The 60+ day delinquency rate on US subprime auto loans is up to ~5.2%, the highest on record.This figure has more than doubled over the last 4 years.Serious delinquency rates on subprime auto loans are now ~1.7 percentage points above their 2008 Financial Crisis... pic.twitter.com/7T5fOEiTtr

The Kobeissi Letter on X (formerly Twitter): "BREAKING: The 60+ day delinquency rate on US subprime auto loans is up to ~5.2%, the highest on record.This figure has more than doubled over the last 4 years.Serious delinquency rates on subprime auto loan...