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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 A

Alphabet Inc Class A

Waymos expansion, including the launch of public robotaxi rides in Las Vegas, is drawing attention to Alphabets autonomous-driving opportunity and prompting bullish comparisons with Tesla. Traders are also debating whether continued AI investment and unconfirmed reports of advances at Google DeepMind can offset concerns about regulation, elevated capital spending, and broader macro pressure.

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

A broad semiconductor and AI-stock rebound is driving attention, as traders reassess fears of slowing AI infrastructure spending and respond to easing rate-related pressure. The community is largely bullish on renewed momentum and call activity, though some traders warn that AMD is overvalued and vulnerable to a pullback after its sharp advance.

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

Ryan Cohens reported purchase of additional GameStop shares, combined with perceived progress in the companys turnaround and a bullish view from Jim Cramer, is driving attention. Traders are broadly bullish and are speculating about call-driven gamma effects, warrants and possible buybacks, while others question the lack of new company announcements and warn of potential dilution or a sentiment-driven move.

NEAR Protocol is the blockchain for AI. A high-performance, AI-native platform built to power the next generation of decentralized applications and intelligent agents. It provides the infrastructure AI needs to transact, operate, and interact across Web2 and Web3. NEAR combines three core elements: User-Owned AI, which ensures agents act in users’ best interests; Intents and Chain Abstraction, which eliminate blockchain complexity for seamless, goal-driven transactions across chains; and a sharded blockchain architecture that delivers the scalability, speed, and low-cost execution needed for real-world AI and Web3 use. This integrated stack makes NEAR the foundation for building secure, user-owned, AI-native applications at internet scale.

Near

A sharp rally has focused attention on NEARs privacy- and AI-related infrastructure narrative, with traders attributing the move to confidential perpetual trading and NEAR Intents activity, alongside short liquidations. Sentiment is divided between bullish believers in NEAR as an AI/agent platform and traders calling the move a liquidity-driven pump or warning of a pullback.

UNI is the governance token for Uniswap, an Automated Market Marker DEX on the Ethereum blockchain. The UNI token allows token holders to participate in the governance of the protocol. Key decisions such as usage of the treasury or future upgrades can be decided through a governance vote.

UniSwap

Attention is centered on Uniswaps reported Robinhood Chain and tokenized-asset integration, which traders believe could expand trading volume, protocol fees, and UNI buyback-and-burn activity. The rally has prompted strong bullish enthusiasm, though some traders warn that the token is overbought and vulnerable to a technical pullback.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Attention is centered on SpaceX targeting Starship Flight 14 for September 28 after another schedule change, with traders viewing the flight as a potential catalyst. The community is split between bullish launch-driven momentum and concerns about delays, elevated valuation, options volatility, and upcoming share unlocks.

Ultragenyx Pharmaceutical, Inc. is a biopharmaceutical company, which engages in the identification, acquisition, development, and commercialization of novel products for the treatment of genetic diseases. Its products include Crysvita, Mepsevii, Dojolvi, and Evkeeza. The company was founded by Emil D. Kakkis in April 2010 and is headquartered in Novato, CA.

Ultragenyx Pharmaceutical Inc.

Ultragenyx Pharmaceutical Inc

FDA full approval of Fayuvi, the first treatment for Sanfilippo syndrome type A, is driving attention, with traders highlighting the new commercial opportunity and Priority Review Voucher while anticipating analyst upgrades or short covering. The bullish reaction is tempered by debate over the relatively modest share move, the therapys limited patient population, launch execution, and Ultragenyxs cash burn.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves planned multi-billion-dollar convertible-note offering and potential at-the-market share sale have put dilution, leverage and financing needs at the center of the discussion. Traders are split between viewing the capital raise as necessary to fund strong AI-compute demand and customer commitments, and seeing it as a bearish overhang that has hurt the stock and broader neocloud sector.

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SPY is drawing attention after equities rebounded following the Federal Reserves rate hike, with traders citing easing oil prices and Treasury yields as support despite expectations for further hikes. The community is divided over whether the Bank of Japan decision and large options expiration will extend the rally or trigger a pullback.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

AI-driven demand and tightening memory supply are fueling bullish attention around Micron, with traders also positioning ahead of its upcoming earnings report. The community is divided between expectations for continued pricing power and strong results versus concerns about cyclical demand, higher rates, and a potential Taiwan labor disruption.

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The Federal Reserve raised interest rates by a quarter point to a range of 3.75%-4.00% on Wednesday, its first hike since July 2023, but Fed Chair Kevin Warsh signaled the tightening cycle isn't over. How many more rate hikes do you expect by the end of 2026? Vote and explain your reasoning in the comments.

The Fed hiked rates 25bps yesterday, its first since 2023, but signaled it&#39;s not done - projections point to one or two more hikes this year. How many total hikes do you expect by year-end?

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The Fed hiked rates 25bps yesterday, its first since 2023, but signaled it's not done - projections point to one or two more hikes this year. How many total hikes do you expect by year-end?

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