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Escalating US-Iran tensions, marked by military strikes and oil supply concerns, are driving intense SPY discussion as the community debates a potential market downturn against resilient "buy the dip" narratives amidst geopolitical uncertainty.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending amid heightened US-Iran conflict, triggering debates over a potential market 'bloodbath' driven by rising oil prices and geopolitical instability. However, many in the community contend that the 'war is priced in,' anticipating another 'V recovery' as dip buyers and algorithmic trading systems demonstrate surprising resilience for tech stocks.

Battalion Oil Corp. engages in the acquisition, production, exploration, and development of liquids-rich oil and natural gas assets in the Delaware Basin. The company was founded in 1987 and is headquartered in Houston, TX.

Battalion Oil Corp - Ordinary Shares (New)

BATL is trending as escalating Middle East tensions trigger a surge in oil prices, with the community actively discussing its significant short interest and the potential for a massive short squeeze as a primary driver.

Indonesia Energy Corp. Ltd. operates as an oil and gas, exploration, and production company. It engages in oil and gas assets portfolio with a mix between medium-sized producing blocks and exploration blocks with significant resources. Its portfolio includes Kruh, Citarum, and Rangkas Area. The company was founded by James J. Huang and Wirawan Jusuf in 2014 and is headquartered in Jakarta, Indonesia.

Indonesia Energy Corp Ltd

Escalating geopolitical tensions in the Middle East, including US-Israel strikes on Iran and reported restrictions in the Strait of Hormuz, are driving intense interest in Indonesia Energy Corp Ltd (INDO). The community is actively discussing potential oil price surges, comparing the situation to past energy shocks, and anticipating a significant short squeeze for the low-float oil stock.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas is a focal point for investors amid escalating global tensions, as its autonomous drone and counter-UAS technologies are seen as increasingly vital, sparking community speculation about significant contract wins and a potential short squeeze on its substantial short interest.

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 trending amid escalating geopolitical tensions in the Middle East, with community discussion sharply divided between concerns of a broader market sell-off and bullish anticipation for its newly announced AI inference chip and 6G infrastructure partnership. Many investors are weighing the immediate risk-off sentiment against the company's continued innovation and leadership in the AI sector.

Venture Global, Inc. engages in the development and construction of liquefied natural gas production, establishing us as a rapidly growing company delivering critical LNG to the world. It projects include Calcasieu, Plaquemines, CP2, CP3 and Delta projects. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global (VG) is trending as escalating Middle East tensions, particularly concerning the Strait of Hormuz, fuel expectations of significant disruptions to global LNG supply. The community is actively discussing a "perfect storm" scenario where this, alongside upcoming Q4 earnings and substantial short interest, is poised to highlight VG's undervalued growth and spot market leverage in the energy sector.

Exxon Mobil Corp. engages in the exploration, development, and distribution of oil, gas, and petroleum products. It operates through the following segments: Upstream, Energy Products, Chemical Products, and Specialty Products. The Upstream segment organizes the exploration of crude oil and natural gas. The Energy Products segment includes fuels, aromatics, and catalyst and licensing. The Chemical Products segment offers petrochemicals. The Specialty Products segment provides finished lubricants, basestocks and waxes, synthetics, and elastomers and resins. The company was founded by John D. Rockefeller in 1882 and is headquartered in Spring, TX.

Exxon Mobil Corp.

Exxon Mobil Corp

Exxon Mobil is surging amid heightened geopolitical tensions in the Middle East, with reports of attacks on Saudi oil infrastructure and fears over the closure of the Strait of Hormuz fueling speculation of drastically higher crude prices and a "war trade" for energy stocks.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending due to the US military operation targeting Iranian leadership, sparking intense debate on whether the decisive actions are a "win" for American security or a reckless escalation that could lead to widespread casualties and economic instability. Community discussion is heavily polarized, with supporters celebrating the move as strong leadership and critics fearing a costly, distracting war potentially driven by domestic political motives.

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 as investors anticipate a major product event next week, potentially featuring new AI-driven devices and MacBooks, further bolstered by its iPhone and iPad receiving NATO approval for classified information, though broader market concerns from geopolitical tensions and declining smartphone shipments present headwinds.

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Shopify Slumps Post-Earnings: Buy the Dip in ETFs?

Shopify drops on earnings miss. Should you buy SHOP-heavy ETFs on strong revenue and outlook?

China's Singles' Day Puts These ETFs in Focus 

China's Singles' Day shopping frenzy may boost ETFs like CHIQ, KWEB, FDNI and EMQQ as consumer and e-commerce spending surge.

Canadian multinational e-commerce firm Shopify (SHOP) topped analyst expectations on second quarter earnings and revenue causing the stock to jump over 23%.Revenue rose 21% year-over-year (YoY) to $2.05 billion, beating an estimate of $2 billion while earnings per share (EPS) came in at $0.26 versus an estimate of $0.20.Following the announcement, retail sentiment on Stocktwits flipped into the ‘extremely bullish’ territory (95/100), hitting a one-year high, supported by ‘extremely high’ message volumes.<figure class="image"><a href="https://stocktwits.com/symbol/SHOP"><img style="aspect-ratio:943/258;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2024_08_07_at_1_29_50_PM_f2c976dee2.png" alt="Shopify sentiment meter as of 12:52 p.m. on August 06, 2024" width="943" height="258"></a><figcaption>Shopify sentiment meter as of 12:52 p.m. on August 07, 2024</figcaption></figure>The firm reported a 22% rise in its gross merchandise value (GMV) at $67.20 billion. Its Merchant Solutions revenue rose 19% to $1.50 billion driven primarily by the growth of GMV and continued penetration of Shopify Payments. Subscription Solutions revenue rose 27% to $563 million, driven by growth in the number of merchants and pricing increases on subscription plans.For the third quarter, the firm expects revenue to grow at a low-to-mid-twenties percentage rate on a YoY basis while gross margin is expected to be higher by approximately 50 basis points QoQ. The company expects GAAP operating expenses to be in the range of 41% - 42%. It also expects double-digit free cash flow margin for the rest of the year.President Harley Finkelstein reportedly said during the earnings call that the firm is constantly evaluating and sharpening its marketing strategy, trying to find investments that will pay off over the next 18 months.Stocktwits users are responding positively to the news and discussing the longer-term potential in Shopify. One user named ‘sterninvesting’ praised the management’s actions saying they are aligned with shareholder interest.<stembedurl>https://stocktwits.com/sterninvesting/message/582156899</stembedurl>

Shopify topped analyst expectations on earnings and revenue while also announcing an upbeat forecast for the third quarter.

Retail Investors On Stocktwits Have Never Been This Bullish On Shopify In A Year: Here's Why

Shopify topped analyst expectations on earnings and revenue while also announcing an upbeat forecast for the third quarter Wednesday before the bell.

Shopify is Seeing a Surge in Bullish Sentiment from Retail Investors

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