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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 under pressure ahead of its Wednesday earnings, with seven straight down days fueling retail fears of a sell-the-news reaction even as Michael Burry predicts a 'lights out' quarter but warns about circular financing. Traders are split between expecting a post-earnings dump and anticipating a sharp rebound from oversold levels.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

All eyes are on the Q2 earnings report, with a fresh Compass Point Buy initiation and $44 target fueling a fierce battle between bulls touting a $5.5B commercial book and a looming short squeeze, and bears labeling the company a scam amid dilution fears.

CF Acquisition Corp. VI operates as a blank check company. It focuses on the search of companies in the financial services, healthcare, real estate services, technology and software industries. The company was founded on April 17, 2020 and is headquartered in New York, NY.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

RUM is surging after announcing a $13.7B, six-year GPU cloud services agreement, with the community focused on the unnamed customer and potential financing risks, but also hyping a possible short squeeze given elevated short interest.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is seeing intense trading activity as investors react to the upcoming Cybercab event and recent regulatory approvals for robotaxis in Nevada, while simultaneously navigating concerns over a large-scale vehicle recall in China. The community remains deeply divided, with bulls pointing to the robotaxi rollout as a major long-term catalyst, while bears emphasize valuation concerns and potential technical resistance near recent price levels.

What is Amp?  Amp is described as the new digital collateral token offering instant, verifiable assurances for any kind of value transfer. Using Amp, networks like Flexa can quickly and irreversibly secure transactions for a wide variety of asset-related use cases.  How does Amp work?  Amp claims to offer a straightforward but versatile interface for verifiable collateralization through a system of collateral partitions and collateral managers. Where collateral partitions can be designated to collateralize any account, application, or even transaction, and carry balances which are directly verifiable on the Ethereum blockchain, collateral managers are smart contracts that can lock, release, and redirect collateral in these partitions as needed in order to support value transfer activities. Amp supports a wide variety of use cases for collateralization, and also introduces the concept of predefined partition strategies, which can enable special capabilities such as collateral models through which tokens can be staked without ever leaving their original address.

AMP Token

AMP is spiking and capturing attention, igniting a fierce debate between long-term holders who see the CLARITY Act and European expansion as validation for its payment collateral role, and skeptics who dismiss the move as another dead-cat bounce in a prolonged downtrend. The conversation is dominated by fresh trading volume and renewed accumulation talk against a backdrop of deep-seated bag-holder trauma and accusations of manipulation.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

COIN is surging as Bitcoin's rally past $70k and President Trump's push for the CLARITY Act ignite a crypto-stock frenzy. Retail chatter is split between bullish breakout calls and bearish fears of a pullback, with the stock swinging on regulatory headlines and BTC price action.

XPeng, Inc. engages in the design, development, manufacture, and marketing of smart electric vehicles. Its products are environmentally friendly vehicles, namely an SUV (the G3) and a four-door sports sedan (the P7). It also provides a range of services to the clients, including supercharging service, maintenance service, ride-hailing service and vehicle leasing service. The company was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

XPeng Inc - ADR

XPeng's Q2 miss and soft Q3 delivery/revenue guidance are colliding with a $900M robotics fundraising round that values the unit at over $6.3B, sparking a fierce debate between bears focused on the weak EV outlook and bulls arguing the market is underpricing the physical AI and robotics upside. Community chatter centers on the valuation disconnect between the core auto business and the externally validated robotics stake, with sentiment split between seeing a buying opportunity in the flushed-out stock and expecting further downside.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trading is driven entirely by political sentimentboth MAGA supporters and detractors are using the stock as a proxy for a broader political and economic battlefield, with bulls framing purchases as patriotic and bears arguing it's a fundamentally worthless entity trading on the president's name. Community chatter is dominated by heated debate over tariffs, the Iran conflict, and insider-trading accusations, making it a pure volatility/meme play.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

Community chatter is dominated by the Eli Lilly/ATAI blockbuster deal, which has supercharged buyout speculation that Compass could be next, while holders double down on the Q4 NDA submission and pending FDA approval as the ultimate re-rating catalysts for the first-to-market psilocybin asset.

TOSHI

TOSHI is trending as the community rallies around a potential breakout above key resistance, with loud calls for a short squeeze and bullish sentiment tied to its status as the leading Base meme coin and possible exchange listings. Discussion focuses on accumulation, the Clarity Act as a potential catalyst, and the token's consistent daily trending as a sign of growing attention.

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$APLD additional catalysts:

MOB campus starts dropping nuggets for DF3 (5 building LLCs made currently)

DF1 inks another 150MW lease

PF2 inks another 100MW lease

$CHRN inks a lease with MSFT 

PF1-2 should see next 75MW RFS announced 8/31 through 9/2 I suspect. 

PF2-1 75MW 10/1 or 10/31

10xorbust

Plainview

Mike smith

Leila McPherson

Caleb

lance holmes

Jonathan Johnston

vishal pant

Mahyar Abedi

$APLD Several catalysts on deck. 

Catalyst #1: PF1 reaches 250 MW.

This could/should happen in the near term. My guess is within the next couple of weeks, but no later than the end of September.

Catalyst #2: PF2/Harwood reaches initial capacity.

The earliest would be October 2026, which isn’t crazy, but I think November through early 2027 is more likely.

This is the BIG one, IMO, because it proves APLD can reproduce what it accomplished at Ellendale on a second campus. Successfully bringing Harwood online would take a lot of the execution risk off the table and strengthen the case. 

One thing I appreciate about APLD is that they tend to announce these milestones after they’ve actually been accomplished, rather than feeding investors constant bullshit construction updates. They build, deliver, then announce. 

There’s no doubt the APLD story and the stock price feel disconnected right now with 1.41 GW contracted, but it’s an opportunity to accumulate at a discounted  price.

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 additional catalysts:

MOB campus starts dropping nuggets for DF3 (5 building LLCs made currently)

DF1 inks another 150MW lease

PF2 inks another 100MW lease



 inks a lease with MSFT 

PF1-2 should see next 75MW RFS announced 8/31 through 9/2 I suspect. 

PF2-1 75MW 10/1 or 10/31

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