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Invesco QQQ Trust Series 1

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

The community is highly focused on Dell's earnings, with intense debate over the sustainability of its AI-server revenue growth and margin compression concerns. Traders are largely bullish, citing record backlog and massive guidance raises as validation of the AI infrastructure super-cycle, while some skeptics argue the valuation is extended and the market is pricing in peak demand.

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 is currently trending following a sharp price decline, with the community debating whether the drop is an irrational reaction to earnings or a sign of deeper concerns regarding valuation and customer concentration. While some traders view the pullback as a buying opportunity for long-term AI infrastructure exposure, others express frustration over the volatility and suggest further downside is possible.

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 trending as it hits all-time highs, fueled by intense investor interest in cybersecurity platforms that leverage AI to address evolving threat landscapes. While some traders debate whether current valuations are sustainable after a significant rally, others maintain a bullish outlook based on the firm's platformization strategy and strong market positioning.

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 is trending as investors react to the CEO leadership transition from Tim Cook to John Ternus, alongside anticipation for upcoming hardware product launches. Community discussion is polarized between excitement for the new leadership and potential future innovation, and skepticism regarding the stock's valuation and the departure of long-term executives.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is trending as oil prices react to escalating military tensions and strikes between U.S. forces and Iranian targets near the Strait of Hormuz. Traders are actively debating the potential for long-term supply disruptions against market speculation that diplomatic interventions or alternative supply routes could temper the price rally.

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 is experiencing extreme volatility following its second-quarter earnings report, where initial investor enthusiasm over a revenue and EPS beat was quickly countered by concerns regarding slowing Atlas growth and conservative management guidance. Traders are reacting to the sharp price swings, with many expressing confusion or frustration over the stock's wild intraday movement.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is trending as traders react to rising geopolitical tensions in the Middle East, specifically U.S. strikes on Iranian targets, which have triggered a surge in oil prices and bond yields. Community sentiment remains polarized, with many debating whether the current market volatility presents a buying opportunity or a signal of an impending broader correction.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is trending as traders react to rising long-term Treasury yields and aggressive U.S. government intervention, including Treasury buybacks and potential TGA usage, aimed at stabilizing the bond market. While some investors view these interventions as a 'short squeeze' opportunity to push yields down, others remain bearish, citing structural concerns over rising national debt, persistent inflation, and the long-term sustainability of current fiscal policy.

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 is facing significant downward pressure and high volatility as traders debate the long-term impact of AI on its business model, with many expressing frustration over the stock's persistent decline. Discussion centers on the potential for a private acquisition, the effectiveness of recent restructuring efforts to improve margins, and whether current valuation levels represent a value opportunity given the company's cash position.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is trending following disclosures that Representative Nancy Pelosi purchased a significant stake in the company, which traders view as a bullish signal due to her reputation for high-performing investments. The community sentiment remains divided between bullish investors who emphasize the company's role in addressing the power needs of AI data centers and skeptics who view the price action as speculative or vulnerable to market manipulation.

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SPDR Series Trust - State Street SPDR Portfolio Intermediate Term Treasury 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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