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Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

The FTC, joined by more than 20 state attorneys general, is suing Amazon over allegations that it misled advertisers and manipulated sponsored-ad auction pricing, putting scrutiny on a high-margin advertising business. Traders have reacted with concern over potential fines, restitution, and operating restrictions, while some long-term bulls view the selloff as a buying opportunity and expect a prolonged legal process.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

A sharp Bitcoin and broader crypto rally is driving attention to Coinbase as traders expect stronger trading activity and renewed momentum in crypto-linked equities. The community is split between bullish calls for a short squeeze and further upside, and skepticism that hawkish rate expectations, profit-taking, and COINs recent underperformance could trigger another pullback; speculation around the Clarity Act adds to the debate.

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

Anticipation of Teslas Sept. 3 Cybercab event, alongside reports of expanded unsupervised Austin robotaxi operations and Optimus production, is driving attention and a sharp move in the shares. Traders are split between bullish short-squeeze and autonomy optimism, and skepticism that the event will be substantive enough to justify Teslas valuation or avoid a sell-the-news reaction.

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 is drawing attention ahead of its fiscal fourth-quarter results, with traders positioning for a potential beat-and-raise and elevated post-earnings volatility. The bullish case centers on AI-driven cyber threats boosting security demand and sector momentum, while bears argue the strong rally has left valuation stretched and a sell-the-news pullback is possible.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

Strives expanding Bitcoin treasury and Bitcoins rally have made ASST a high-beta crypto proxy, with traders highlighting recent purchases and outperformance versus larger treasury names. The bullish discussion focuses on potential short covering, while skeptics warn that share issuance can dilute holders and that the move may be overbought.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

A broader crypto rally and renewed expectations around U.S. stablecoin legislation are driving attention to Circle, with traders also highlighting the upcoming Arc blockchain launch and expanding USDC adoption. The community remains divided, as bulls cite Circles first-mover position and short covering while skeptics point to bank-issued stablecoins, declining USDC supply, competition and elevated valuation risks.

Edison International is a renewable energy company, which operates through its subsidiaries. It supplies and distributes electric power, and also invests in energy services and technologies. The company was founded on July 4, 1886, and is headquartered in Rosemead, CA.

Edison International

California lawmakers wildfire legislation failed to provide the liability protections investors expected, leaving Edison International exposed to potentially significant wildfire claims and prompting analyst downgrades. Traders are divided between viewing the selloff as an overreaction and buying for the dividend, while others fear prolonged legal exposure, higher financing costs, and a possible dividend reduction.

Karman Holdings, Inc. engages in the design, testing, manufacturing, and sale of dependable missile systems. It offers Payload Protection & Deployment Systems, Aerodynamic Interstage Systems, and Propulsion Systems. The company was founded on August 20, 2020 and is headquartered in Huntington Beach, CA.

Karman Holdings Inc.

Karman Holdings Ord Shs

Quarterly results showing strong growth, a record backlog and bookings, and raised full-year guidance have driven attention to KRMN, alongside its defense and space exposure. The community is divided after the shares sold off despite the report, with bullish traders citing durable demand and backlog visibility while skeptics focus on valuation and possible expectation shortfalls.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Anticipation and uncertainty around SMCIs Form 10-Kparticularly whether it will be filed by the deadline and show remediation of internal-control and accounting weaknessesdominates the discussion. Traders are split between expecting a clean filing to ease the governance discount and fearing a delay or adverse disclosures, while bullish views cite strong AI infrastructure demand and recent partnerships as support for the business.

Hyperliquid Strategies, Inc. is a holding and operating company, which engages in the business of crypto asset management. The firm operates as a digital asset treasury company which focuses on the Hyperliquid ecosystem. The company was founded on July 2, 2025 and is headquartered in New York, NY.

Hyperliquid Strategies Inc.

Rising Hyperliquid (HYPE) token prices and repeated all-time highs are driving attention to PURR as a crypto-treasury proxy, amplified by anticipation of earnings and potential short covering. The community is largely bullish on PURRs HYPE holdings and long-term exposure, while some traders warn that the rally is overextended and could face volatility around token unlocks, dilution, or earnings.

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ITC Ltd.

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Hold rates steady

Cut 25 bps

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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.

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