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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is surging after a massive preliminary update revealing a record $60 billion order backlog and a significant jump in gross margins, which doubled initial guidance. The community is actively discussing a potential massive short squeeze, with many retail investors calling for a rapid price recovery while bears remain skeptical of management's long-term transparency.

Occidental Petroleum Corp. engages in the exploration and production of oil and natural gas. It operates through the following segments: Oil and Gas, Chemical, and Midstream and Marketing. The Oil and Gas segment explores for, develops and produces oil and condensate, natural gas liquids, and natural gas. The Chemical segment manufactures and markets basic chemicals and vinyls. The Midstream and Marketing segment purchases, markets, gathers, processes, transports and stores oil, condensate, natural gas liquids, natural gas, carbon dioxide, and power. The company was founded in 1920 and is headquartered in Houston, TX.

Occidental Petroleum Corp.

Occidental Petroleum is experiencing high momentum driven by geopolitical tensions in the Strait of Hormuz, which have constrained oil supply and pushed crude prices higher. The community is closely monitoring upcoming earnings and the potential impact of sustained energy premiums on the stock's valuation as institutional interest remains strong.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingo is seeing heightened volatility as investors debate the impact of AI on its long-term business model, with community sentiment split between those viewing the pullback as a generational buying opportunity and others concerned that AI tools could render the platform obsolete. Despite a strong balance sheet and robust user engagement, the stock remains under pressure as the market re-evaluates the company's shift toward prioritizing user growth over immediate monetization.

JasmyCoin is based on the ERC 20 standard. The token can also be used by an unspecified number of individuals and businesses to transfer tokens using digital devices as proof of value exchange or payment for services. By not limiting its usability, the token can have a wide range of purposes.

JasmyCoin

JasmyCoin is seeing heightened trading volume and community debate as investors weigh its potential for IoT data utility against ongoing concerns over price stagnation and supply dilution. The community remains deeply polarized, with some aggressively accumulating on dips citing long-term technical potential, while others argue the asset is failing to keep pace with broader market movements.

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 is experiencing significant volatility as investors weigh the company's aggressive pivot toward physical AI, robotics, and robotaxi commercialization against ongoing concerns regarding delivery growth and R&D spending. While some traders are bullish on its long-term potential as an AI-platform company, others remain skeptical, focusing on the stock's recent performance compared to domestic peers and macroeconomic headwinds in the Chinese market.

Iovance Biotherapeutics, Inc. is a biopharmaceutical company, which engages in the development and commercialization of cell therapies as novel cancer immunotherapy products. Its lead product candidate, LN-144 for metastatic melanoma, is an autologous adoptive cell therapy utilizing tumor-infiltrating lymphocytes (TIL), which are T cells derived from patients' tumors. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovance Biotherapeutics is trending as investors aggressively accumulate shares and speculate on a potential short squeeze ahead of a highly anticipated second-quarter earnings update. The community remains focused on institutional buying patterns, strong commercial traction for Amtagvi, and the significant growth potential of the company's NSCLC pipeline.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance Corp. (PSKY) is trending as shareholders and analysts closely monitor an aggressive legal battle, centered on a pivotal August 3 hearing regarding a preliminary injunction that could freeze the Warner Bros. Discovery merger. The community is actively debating the deal's viability, the potential for long-term industry consolidation, and the risks posed by regulatory scrutiny and financial ticking fees.

Cardano is a blockchain platform built on academic research that enables smart contracts and decentralized applications while using significantly less energy than traditional cryptocurrencies like Bitcoin.   What sets Cardano apart is its methodical, research-driven approach — every major feature is peer-reviewed by scientists and cryptographers before being added to the network. This careful process aims to create a more secure and stable foundation compared to platforms that prioritize speed over thorough testing. The platform's native cryptocurrency, ADA, is used to send money, pay transaction fees, and participate in network governance.  Cardano uses a proof-of-stake system to process transactions, which works differently from Bitcoin's mining approach. Instead of competing to solve complex puzzles, users can "stake" their ADA — essentially locking it up temporarily — to become validators who verify transactions. The system selects validators based on how much ADA they've staked and for how long, then rewards them with additional ADA for their participation. This approach uses far less energy than traditional mining while keeping the network secure. The platform also features a two-layer design that separates basic payment transactions from smart contract operations, allowing each function to be optimized independently for better performance.   ADA holders can earn staking rewards by locking up their tokens to help secure the network, vote on proposed changes to the platform, and use ADA for international money transfers with lower fees than traditional services.  Cardano was founded in 2017 by Charles Hoskinson, who previously helped create Ethereum. Hoskinson leads Input Output Global (IOG), the technology company that builds and maintains Cardano's core software. The ecosystem operates through three organizations: IOG handles technical development, the Cardano Foundation promotes adoption and standardization, and Emurgo helps businesses integrate blockchain technology into their operations. This structure distributes responsibilities across multiple groups rather than concentrating control in a single entity.   In February 2025, major asset manager Grayscale Investments filed to create an exchange-traded fund (ETF) for Cardano with the U.S. Securities and Exchange Commission, which would allow traditional investors to buy ADA through their regular brokerage accounts without needing to set up cryptocurrency wallets.

Cardano

Cardano is drawing intense debate as community members weigh technical developments like the Van Rossem hard fork against concerns over network adoption and price volatility. While some investors see the current price levels as an accumulation opportunity, others are expressing frustration with leadership and market performance.

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 is currently trending as investors weigh significant long-term partnerships with tech giants like Apple and Meta against broader semiconductor market volatility. While the community remains sharply divided, active discussions focus on Broadcom's role as an essential AI infrastructure provider, with traders closely monitoring technical support levels and institutional options flow for signs of a sustained breakout.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty is experiencing significant market interest as investors view the stock's recent price dip as a compelling long-term entry point following its successful expansion into the haircare category and sustained strong consumer demand. The community is actively debating the stock's potential for a sharp trend reversal, with many highlighting the brand's resilience and institutional accumulation as primary drivers for a recovery toward previous highs.

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Delek US Holdings to Host Second Quarter 2026 Conference Call on August 5th

Delek US Holdings, Inc. (NYSE: DK) (Delek US) today announced that the Company intends to issue a press release summarizing second quarter 2026 results before the U.S. stock market opens on Wednesday, August 5, 2026. A conference call to discuss these results is scheduled to begin at 10:00 a.m. CT...

Delek Logistics Partners, LP to Host Second Quarter 2026 Conference Call on August 5th

Delek Logistics Partners, LP (NYSE: DKL) (Delek Logistics) today announced that the Partnership intends to issue a press release summarizing second quarter 2026 results before the U.S. stock market opens on Wednesday, August 5, 2026. A conference call to discuss these results is scheduled to begin...

ET Underperforms Its Industry in 6 Months: How to Play the Stock?

ET's discounted valuation, rising earnings estimates and fee-based cash flows support its appeal, but lower ROE and higher debt suggest patience.

ET Underperforms Its Industry in a Year: How to Play the Stock?

Energy Transfer trails peers despite its 140,000-mile pipeline network, NGL export expansions and 18 distribution hikes in five years.

Delek Logistics Partners, LP and Delek Logistics Finance Corp. Announce Results of Tender Offer for Any and All of their Outstanding 7.125% Senior Notes due 2028

Delek Logistics Partners, LP (NYSE: DKL) (Delek Logistics) and Delek Logistics Finance Corp., a subsidiary of Delek Logistics (together with Delek Logistics, the Offerors), announced today that they...

Delek Logistics Partners, LP Announces Pricing of Offering of $800 Million of Senior Notes

Delek Logistics Partners, LP (NYSE: DKL) (Delek Logistics) announced today that it, along with Delek Logistics Finance Corp., a subsidiary of Delek Logistics (together with Delek Logistics, the...

Delek US Q1 Earnings & Revenues Beat Estimates, Adjusted EBITDA Up Y/Y

DK expects total crude throughput in the range of 283,000-303,000 bpd and total throughput in the band of 293,000-313,000 bpd for the second quarter of 2026. 

Delek Logistics Partners, LP and Delek Logistics Finance Corp. Announce Tender Offer for Any and All of Their Outstanding 7.125% Senior Notes Due 2028

Delek Logistics Partners, LP Announces Proposed Offering of $800 Million of Senior Notes

Delek Logistics Partners, LP (NYSE: DKL) (Delek Logistics) announced today that it, along with Delek Logistics Finance Corp., a subsidiary of Delek Logistics, intends to offer $800 million in aggregate principal amount of senior notes due 2034 (the Notes) in a private placement to eligible...

Delek Logistics Partners Q1 Earnings Call Highlights

Delek Logistics Partners (NYSE:DKL) reported first-quarter adjusted EBITDA of $132 million and said it remains "very confident" in achieving its full-year 2026 adjusted EBITDA guidance range of $520 million to $560 million, citing strong execution across its gas, crude, and water businesses in the P...

Delek Logistics Partners LP owns and operates logistics and marketing assets for crude oil, intermediate, and refined products. It gathers, transports, and stores crude oil. The firm also markets, distributes, transports, and stores refined products. It operates through the following segments: Gathering and Processing, Wholesale Marketing and Terminalling, Storage and Transportation, and Investments in Pipeline Joint Ventures. The Gathering and Processing segment consists of pipeline assets, Midland Gathering Assets, Midland Water Gathering Assets, and Delaware Gathering Assets. The Wholesale Marketing and Terminalling segment provides marketing services for refined products output of the Tyler Refinery and the Big Spring Refinery. The Storage and Transportation segment consists of tanks, offloading facilities, trucks and ancillary assets, which provide crude oil, intermediate and refined products transportation and storage services. The Investments in Pipeline Joint Ventures segment owns a portion of four joint ventures that have constructed separate crude oil pipeline systems and related ancillary assets. The company was founded on April 24, 2012 and is headquartered in Brentwood, TN.

Delek Logistics Partners LP - Unit

Bullish Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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