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Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies shares surged following fiscal second-quarter earnings that beat revenue and earnings expectations, largely driven by explosive demand and a record backlog in AI-optimized servers. While some traders expressed concern regarding margin compression, high capital expenditure, and broader market volatility, bullish sentiment prevailed as many investors viewed the results as a strong validation of the ongoing AI infrastructure buildout.

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 shares experienced a volatile trading session marked by bullish sentiment surrounding the CEO transition to John Ternus and the upcoming product launch event. Traders are divided between optimism over the leadership change and concerns regarding supply chain pressures and competition, with heavy options activity noted ahead of the scheduled September 9 event.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology shares are experiencing significant volatility following its fiscal first-quarter earnings report, where traders are debating whether the solid revenue and earnings beat justifies the stock's premium valuation amidst broader tech sector sell-offs. While many investors remain bullish on the company's long-term potential in AI data center connectivity and hyperscaler partnerships, some are expressing frustration over the price decline and questioning the stock's cyclical valuation.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks shares are trending following a fiscal fourth-quarter report that surpassed earnings and revenue expectations while offering upbeat fiscal 2027 guidance. While some traders expressed caution regarding the company's valuation and growth deceleration, others remain bullish on the long-term cybersecurity tailwinds and the acquisition of the AI platform Console.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB shares are volatile following their quarterly results, where a beat on both top and bottom lines was overshadowed by cautious forward guidance and concerns over a stretched valuation. Traders are debating whether the after-hours price swing represents a buying opportunity in a key AI infrastructure player or a continued cooling off after a significant recent run-up.

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 C

Alphabet is facing downward pressure amid general market volatility and investor concerns over heavy capital expenditure on AI infrastructure, despite some positive developments like expansion in Waymo's robotaxi operations and cloud partnerships.

Litecoin is a decentralized, peer-to-peer digital currency designed to enable instant, near-zero cost payments to individuals and merchants worldwide. As an open-source global payment network that functions independently of central banks or intermediaries, its main value proposition lies in providing a scarce digital asset with a fixed maximum supply of 84 million tokens.  The network operates using a Proof of Work mechanism where computers solve complex puzzles to confirm transactions and secure the blockchain. It is distinguished by a block generation time of 2.5 minutes, which allows for faster transaction confirmations and a higher total throughput than earlier protocols. Key technical features include the Scrypt hashing algorithm, which promotes wider network participation, and MimbleWimble Extension Blocks, which improve user privacy by allowing transaction details to be hidden.  The LTC token is used for settling global payments, executing microtransactions through smaller units called litoshis, and diversifying digital portfolios with a highly liquid asset. New tokens are issued to miners as rewards for verifying blocks, though these rewards undergo a halving event approximately every four years to strictly control inflation. This process ensures the ledger maintains immutability, meaning records cannot be changed once they are saved to the global network.  Created by former Google engineer Charlie Lee, the project is supported by the Litecoin Foundation, a non-profit organization dedicated to ecosystem adoption. Unlike many venture-backed projects, it is maintained by a decentralized community of independent developers and a global network of miners. The project has seen recent institutional adoption, with entities like Lite Strategy and Luxxfolio Holdings adding significant amounts of LTC to their corporate treasuries as of late 2025.

Litecoin

Litecoin is trending as investors debate whether the current price levels represent a significant accumulation zone or a persistent downtrend. Traders are closely monitoring technical indicators, such as potential golden crosses, and reacting to ongoing volatility while speculating on a long-awaited breakout against major cryptocurrencies.

GitLab, Inc. engages in the intelligent development, security, and operations (DevSecOps) platform for software innovation. It enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. The company was founded by Dmitriy Zaporozhets and Sid Sijbrandij in 2011 and is headquartered in San Francisco, CA.

Gitlab Inc - Ordinary Shares - Class A

Gitlab Inc

GitLab shares are trending following a strong quarterly earnings report that featured revenue and EPS beats, alongside raised full-year guidance fueled by demand for its AI-powered software development platform. While some traders debate the stock's valuation and ongoing competitive concerns, many are focused on the potential for a short squeeze as the company demonstrates improved execution and growth.

Fervo Energy Co. operates as a energy company. It builds and operates power facilities in extracting geothermal energy. The company was founded by Jack Norbeck and Timothy Latimer in 2017 and is headquartered in Berkeley, CA.

Fervo Energy Co. - Ordinary Shares - Class A

Fervo Energy Co

Shares are trending higher following the announcement of a large-scale power purchase agreement with Google to supply geothermal energy for potential future data center needs. While some traders express optimism regarding the company's long-term potential as a clean energy provider for hyperscalers, others remain skeptical, citing concerns about pre-revenue status, high capital expenditure requirements, and potential future dilution.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending primarily due to market discussion surrounding new AI model releases and its expanded commercial reach, including recent power purchase agreements and cloud infrastructure developments. While some traders debate the stock's valuation and the broader competitive landscape of the AI sector, others focus on its long-term potential and cloud growth as fundamental tailwinds.

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Pool Corp. engages in the wholesale distribution of swimming pool supplies, equipment, and related leisure products. It also offers non-discretionary pool maintenance products such as chemicals and replacement parts, discretionary products like packaged pool kits, whole goods, irrigation, and landscape products, including a complete line of commercial and residential irrigation products and parts, power equipment for the professional landscape market, specialty products such as outdoor lighting, grills, and outdoor kitchen components, and golf irrigation and water management products. The company was founded in 1993 and is headquartered in Covington, LA.

Pool Corporation

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.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$3.36	--	--	N/A
Q2 '26	$5.33	$5.38	0.98%	BEAT
Q1 '26	$1.35	$1.43	5.86%	BEAT
Q4 '25	$0.99	$0.84	-15.15%	MISSED
Q3 '25	$3.38	$3.39	0.25%	BEAT

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