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Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is facing downward pressure amid reports of further delays to its Gemini 3.5 Pro launch, fueling investor concerns over the company's AI execution pace compared to its peers. Despite the short-term sentiment hit, the community remains divided between those viewing the pullback as a buying opportunity in a long-term AI leader and those worried that competitive delays could impact future growth.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is facing intense investor speculation ahead of its earnings report, with the community actively debating whether the company's valuation has bottomed out or if further downside is likely. Traders are closely monitoring institutional sentiment, ad revenue growth, and potential post-earnings volatility while expressing frustration over the stock's recent stagnant price action.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is seeing high volatility as investors react to a significant convertible note offering that has sparked intense debate over the company's capital strategy and deployment timeline. While some community members view the dip as a prime long-term buying opportunity given the tech's disruptive potential, others are actively de-risking amid concerns regarding management transparency and broader sector-wide pressure.

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 is trending following a record-breaking rally to new all-time highs, driven by investor optimism over the deployment of Apple Intelligence in China and its potential to revitalize device upgrade cycles. The community remains deeply divided, with bulls pointing to ecosystem strength and consistent service revenue growth, while bears argue the stock is disconnected from fundamentals, citing concerns over high valuations, slowing innovation, and the stock's role as a liquidity hedge for institutional funds.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is facing intensified scrutiny as investors digest reports of Gemini AI delays, adding to concerns over the company's aggressive capital expenditures in a highly competitive AI landscape. Community sentiment remains polarized, with some traders leveraging the volatility to bet on puts while others view the pullback as a long-term accumulation opportunity ahead of upcoming earnings.

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 extreme volatility and heavy selling pressure as investors rotate out of the semiconductor sector, with the community deeply divided between bargain hunters anticipating a bounce and bears betting on further downside from recent highs. Traders are fixated on key support levels as they navigate a landscape of high-stakes options activity and conflicting narratives surrounding AI hardware demand.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group is trending following strong quarterly earnings and raised full-year guidance, which has fueled investor confidence despite recent volatility. Community members are actively debating the stock's long-term growth potential and technical momentum while monitoring how this recovery performs against broader healthcare sector shifts.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently at a critical technical juncture as it tests key moving averages, with the community actively debating whether this pullback represents a long-term accumulation opportunity or a signal of deeper sector-wide weakness tied to broader market volatility. Investors remain sharply divided between those citing strong fundamental catalysts like the Neutron program and recent acquisitions as evidence for a bounce, and those concerned that the stock remains overvalued compared to its space sector peers.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is currently trending amid significant volatility, driven by investors digesting conflicting news about strategic AI partnerships and potential foundry milestones against broader sector rotation concerns. The community is actively debating whether these price swings represent a buying opportunity ahead of upcoming earnings or a continued capitulation for long-term holders.

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 facing significant selling pressure and community skepticism as investors weigh delayed milestones, such as its recent missed criticality target, against the long-term potential of the nuclear energy sector. While some market participants are betting on a rebound fueled by future catalyst news and AI-driven energy demand, others are heavily shorting the stock, citing high valuation, lack of commercial revenue, and consistent insider selling.

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CAE taps Northrop Grumman’s Matthew Bromberg as new CEO

Investing.com -- Canadian aviation and defense technology firm CAE (NYSE:CAE) announced on Monday that it has picked Matthew Bromberg, a senior executive from  Northrop Grumman  (NYSE:NOC), as its new chief executive officer. Bromberg is slated to take up his new role on August 13, succeeding Marc Parent, who has led the company since 2009 and made his departure known in November of the previous year.

Jefferies upgrades Air Canada on improved execution and earnings visibility

Investing.com -- Jefferies has upgraded   Air Canada   (TSX:AC) to Hold from Underperform, citing better-than-expected first-quarter execution and improved visibility into cost control and earnings stability. The investment bank also lifted its price target on the stock to C$18 from C$12, suggesting a more balanced risk-reward profile heading into 2025.

Canadian industrials jump as U.S.-China tariff truce lifts trade outlook

Investing.com -- Shares in top Canadian industrial companies surged on Monday following news of a 90-day suspension of escalating tariffs between the United States and China. Shares in TFI International Inc (TSX:TFII) jumped 8.9%, Canadian National Railway Co (TSX:CNR) gained 5%,  Canadian Pacific  (NYSE:CP) Kansas City Limited (TSX:CP) rose 4.8%, and   Air Canada   (TSX:AC) advanced 4.3%.

RBC updates Canadian Aerospace views after U.S. tariff exemptions

Jefferies downgrades airline stocks, UAL now the sole Buy rating

Investing.com -- Jefferies downgraded multiple airline stocks on Tuesday, citing weaker consumer and corporate sentiment, slowing revenue growth, and increased macro uncertainty.

Associated Capital Group, Inc. operates as a holding company, which engages in alternative investment management services and operates a direct investment business that invests in new and existing businesses. It is involved in assets in equity event-driven strategies and across a range of risk and event arbitrage portfolios. The company was founded by Mario Gabelli in 1976 and is headquartered in Greenwich, CT.

Associated Capital Group Inc - Ordinary Shares - Class A

Neutral Sentiment

Memory - $MU, $SNDK, $STX, $SKHY, etc.

Neoclouds - $NBIS, $CRWV, $IREN, $APLD, etc.

Space - $RKLB, $SPCX, $ASTS, $VOYG, etc.

Neoclouds, space, and memory are among the market's most beaten-down sectors over the past week - all trading well off their recent highs despite strong underlying demand. Which are you most interested in buying right now? Explain your reasoning in the comments.

Which beaten-down industry are you most interested in adding exposure to?

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ACAssociated Capital Group Inc - Ordinary Shares - Class A

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