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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

Teslas scheduled Cybercab event and reported robotaxi fleet expansion are driving attention, with traders debating whether autonomy and AI ambitions can justify the valuation. Bulls expect continued momentum, while skeptics anticipate a sell-the-news reaction and question Teslas execution, valuation, and competitive position; Fed-related volatility is also influencing short-term trading.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Legal and regulatory exposure tied to youth-safety and alleged social-media addiction claims is driving attention, with traders focused on court rulings, potential copycat settlements after Metas deal, and thousands of related cases. Bulls argue the risks are being overestimated and point to Snaps upcoming Specs AR-glasses launch and improving monetization as countervailing catalysts, while others remain concerned about litigation costs and insider selling.

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

Metas settlement with U.S. states over alleged teen addiction and child-safety practices is the dominant catalyst, with traders split between viewing the deal as removal of a major legal overhang and warning that its sizable cost, required product changes, and remaining litigation could pressure the company. The settlement has also fueled intense debate over Metas AI spending and weak relative performance among the megacap technology stocks.

Trulieve Cannabis Corp. engages in the cultivation, processing, manufacturing, and retail distribution of medical and adult-use cannabis products. It cultivates and produces its products in-house and distributes to its branded stores, as well as directly to patients via home delivery. The company was founded by Kim Rivers & Jason Pernell on September 17, 1940 and is headquartered in Tallahassee, FL.

Trulieve Cannabis Corp - Ordinary Shares (Sub Voting)

Trulieve Cannabis Corp 

Anticipation of broader federal cannabis rescheduling to Schedule III is driving attention, with traders expecting reduced 280E tax burdens, improved capital access and a relative benefit for Trulieve as a U.S. medical-focused MSO. The community is broadly bullish, though some traders caution that the administrative law judges recommendation is nonbinding and cite overbought conditions, profit-taking and uncertainty around the final DEA decision.

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

Broadcoms scheduled quarterly earnings report is the dominant focus, with traders debating whether strong AI-chip demand, hyperscaler spending and the OpenAI custom-chip partnership will support a beat and stronger outlook. Bulls view the recent underperformance and oversold conditions as an opportunity, while bears argue that optimistic expectations are already priced in and cite debt concerns, Google-related competition and execution risks.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following segments: Walmart U.S., Walmart International, and Sam's Club U.S. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club U.S. segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

A sharp post-earnings selloff, attributed to slower comparable-sales growth and cautious near-term guidance, has focused attention on Walmarts elevated valuation and pressure on margins. Traders are divided between bears expecting further downside because the stock remains expensive and bulls viewing the decline as an oversold opportunity to accumulate shares or longer-dated calls.

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

Attention is centered on a report that SK hynix is considering Intel Foundry for HBM base-die production, which traders view as a potential validation of Intels foundry turnaround and a source of new AI-related business. The deal remains unconfirmed, prompting bullish speculation alongside caution that the move could become a buy the rumor, sell the news event, while broader semiconductor weakness and Intels foundry losses remain concerns.

$4CHAN is a meme token on the Ethereum Network.   4ChanToken represents a global crypto community that pays homage to the memetic powerhouses of the internet as Pepe, Doge, Shib and all major memes inventor combining them all into one super meme token that is $4CHAN. At its core, 4ChanToken embodies the untamed spirit of the notorious 4chan imageboard, where iconic memes are born, nurtured, and unleashed upon the world. With an unyielding spirit of irreverence and a touch of mischief, $4CHAN has emerged as the darling of meme enthusiasts, internet dwellers, and crypto aficionados alike.   The foundation of 4ChanToken lies in its community. We’ve harnessed the chaotic energy of this digital realm to create a currency that celebrates the power of memetic expression, empowering users to engage in a truly unique and decentralized economy. As a passionate supporter, you’ll join a vibrant ecosystem where dank memes and viral sensations are the lifeblood of commerce. 4ChanToken is more than just a digital currency – it’s the place where memes are born.  The ultimate playground for memelords and crypto degens. Based on the simplicity of holdrs/volume operating a store of value.  The identification of this value is best described as 'digital gold'. That $4chan can ultimately represent a superior store of value relative to all other forms of memecoins by embodying all memes in one token as the factual birthplace of all popular memes.

4Chan

Speculative retail buying and meme-driven promotion are fueling attention around the Ethereum-based 4chan token, with supporters emphasizing its low capitalization, large token supply, and perceived relative strength versus BTC and ETH. The community is split between aggressive hold-and-buy messaging and warnings that the token may be illiquid, overpriced, or vulnerable to a pump-and-dump.

Jumia Technologies AG engages in the provision of logistic services. It operates a pan-African e-commerce platform. It operates through the following geographical segments: West Africa, North Africa, East and South Africa, Europe, United Arab Emirates, and Others. The company was founded by Jeremy Hodara, Sacha Poignonnec, Peter Allerstorfer, Manuel Koser, Tunde Kehinde, and Raphael Afaedor in 2012 and is headquartered in Berlin, Germany.

Jumia Technologies Ag - ADR

Jumias improving Q2 operating performance and announced strategic capital raise, anchored by IFC and joined by Axian, are driving attention alongside managements reaffirmed path to breakeven and full-year profitability. Traders are broadly bullish on the reduced liquidity risk and turnaround potential, though some remain concerned about dilution, lowered GMV growth guidance, and the stocks muted post-earnings reaction.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. 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

Quarterly results showing strong LNG volume growth, a raised full-year EBITDA outlook, and a higher dividend are driving attention, although a revenue shortfall, higher costs, and debt concerns triggered debate over the sharp selloff. Traders are also weighing the potential benefit of elevated European gas prices and disrupted Qatari supply amid ongoing Strait of Hormuz tensions against execution and litigation risks.

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Corgi ETF Trust I. - Corgi AAPL 2x Daily ETF

Neutral 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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