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Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending after crossing a $1 trillion market capitalization for the first time, surging roughly 10% to record highs as investors bet that agentic AI tools such as Meta's Muse will drive stronger CPU and semiconductor demand. Retail sentiment turned extremely bullish amid short-covering and milestone celebration, though a vocal contingent argues the stock is overheated, citing stretched valuations, insider share sales, and dilution concerns over low-priced warrants tied to AI partnerships.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is drawing heavy retail attention after a regulatory filing showed CEO Ryan Cohen bought more than 1.1 million shares in an open-market purchase, extending a streak of insider buying that also included several directors. Traders are largely bullish, treating the buys as a conviction signal and fueling unverified speculation that Roaring Kitty may be signaling a return via '+++++' posts, while some question why the stock's reaction has been muted.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta is surging on the viral early success of its newly launched Muse AI agent, which has topped U.S. app-store charts and is being read by bulls as evidence the company's AI investments are finally translating into consumer adoption. The community is split, however: supporters point to strong early downloads and the Shopify agentic-checkout partnership, skeptics call the move overhyped hype around an unmonetized product or a short/gamma squeeze, and Amazon's move to block Muse from its retail site remains a key point of contention.

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's settlements with 12 state attorneys general and the Writers Guild, clearing a key legal hurdle for its Warner Bros. Discovery acquisition, dominate the conversation, with the CEO telling staff the deal could close in roughly two weeks. The community is split between bulls celebrating the cleared path and anticipating merger-related warrants, and traders frustrated by the stock's selloff on the news, citing "sell the news" dynamics, short pressure, and debate over settlement concessions such as production commitments and an independent CBS/CNN editorial board.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is seeing increased bullish sentiment and volume ahead of its earnings release, driven by optimism regarding the company's QNX software division and its recent partnership with Sift for physical AI data streaming. Traders are debating the potential for a revenue beat and improved forward guidance, with many highlighting the stock's role in the growing physical AI and autonomous systems sectors.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Shares rallied on unusually heavy volume as traders speculated the move signaled an imminent or leaked release of the VK2735 maintenance-dosing trial data that Viking has guided for Q3 2026, with heavy call option activity adding to the frenzy. The surge also coincided with Novo Nordisk's steep selloff, reviving buyout and partnership speculation, though skeptics warned the setup resembled past pre-data run-ups that reversed sharply on the readout.

ProShares Trust - ProShares UltraPro QQQ 3x Shares

ProShares UltraPro QQQ

A broad tech-led melt-up has the Nasdaq pressing record highs and leveraged TQQQ surging, with traders citing falling oil, easing Treasury yields, and renewed AI enthusiasm. Sentiment is sharply split: bulls point to relentless buying and short-covering, while skeptics call the move overbought or 'rigged,' flagging the Fed's recent rate hike, multi-year-high yields, and Middle East oil risk.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk shares fell sharply around its Capital Markets Day, where management outlined plans for five-plus new blockbusters by 2030 but guided 20262030 revenue growth only 

What is the project about? Pepe is a community based meme token surround the iconic meme Pepe the frog. Pepe aims to leverage the power of such an iconic meme to become the most memeable memecoin in existence.   What makes your project unique? Pepe is here to make memecoins great again. Ushering in a new paradigm for memecoins, Pepe represents the memecoin in it's purest simplicity. With zero taxes, liquidity locked forever, and contract immutable, Pepe is for the people, forever. Pepe is about culture, rallying together a community to have fun and enjoy memes, fueled purely by memetic power.   History of your project. Pepe was stealth launched on Friday, April 14th, 2023.   What’s next for your project? Pepe will focus on developing a tight-knit community around the token and building resources to enrich the communities knowledge and success in crypto through a token gated group, newsletter, and more tools.   What can your token be used for? Pepe can be used to speculate on the power of memes, and does not pretend to be anything more.

Pepe

PEPE is trending amid a sharp, high-volume rally of roughly 30% that traders attribute to a broader crypto rebound alongside Bitcoin and to heavy short liquidations across the market. Bulls are calling for the token to "drop a zero" and reclaim prior highs, while skeptics dismiss the move as a manipulated pump-and-dump that will fade.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Attention centers on a cluster of quantum-computing catalysts, led by Infleqtion's integration of its qLDPC error-correction library with NVIDIA's CUDA-Q Logical platform  which the company says cuts the physical qubits needed per logical qubit roughly fivefold  alongside a quantum-networking collaboration with Cisco and upcoming appearances at the Quantum World Congress and Capitol Hill quantum events. Traders are divided between bulls who see the stacking partnerships and event-driven announcements as validation that shares are deeply undervalued, and skeptics noting the stock has repeatedly failed to hold rallies on the news amid macro pressure from rising rates.

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Franklin BSP Capital Corp. is a business development company, which engages in the provision of a non-diversified, closed-end management investment company. The company was founded on January 29, 2020 and is headquartered in New York, NY.

Franklin BSP Capital Corp

Neutral Sentiment

Rising interest rates

Surging bond yields

Oil/energy volatility

Trump/political risk

U.S. investors are navigating a stacked macro backdrop, with the Federal Reserve hiking rates for the first time since July 2023, the 10-year Treasury yield hitting 5.00% - its highest level since 2007 - and oil prices swinging between $94 and $105 a barrel amid the ongoing U.S.-Iran conflict and Saudi pipeline disruptions. What's the biggest risk to your portfolio right now? Vote and explain your reasoning in the comments.

With the Fed hiking rates for the first time since 2023, the 10-year Treasury yield near 5%, and oil prices swinging on the U.S.-Iran conflict, what&#39;s the biggest risk to your portfolio right now?

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With the Fed hiking rates for the first time since 2023, the 10-year Treasury yield near 5%, and oil prices swinging on the U.S.-Iran conflict, what's the biggest risk to your portfolio right now?

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