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Invesco QQQ Trust Series 1

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

Microns strong quarterly results and above-consensus outlook, backed by AI-driven memory demand and expectations of tight supply, dominate discussion. Traders are divided over the muted post-earnings move: bulls focus on the demand outlook, while others call it a sell-the-news reaction and question whether growth and margins can hold up; expensive options also faced volatility compression.

Armada Acquisition Corp. II is a blank check company, which engages in the purpose of effecting a merger, share exchange, asset acquisition, share purchase, recapitalization, reorganization or other similar business combinations with one or more businesses. The company was founded on October 3, 2024 and is headquartered in Miami, FL.

Armada Acquisition Corp. II - Ordinary Shares- Class A

Evernorth Holdings Inc.

Traders are reacting to reports that Evernorths business-combination vote passed, advancing its planned Nasdaq listing as an XRP treasury company. Bullish discussion centers on the potential XRP exposure and warrants, while skeptics warn the sharp move may be speculative and note that official closing and redemption details remain important.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Microns reported earnings beat and strong outlook are the main catalyst, with traders looking for the results to signal sustained AI-driven memory demand and benefit Sandisks NAND business. Bulls point to tight supply and pricing strength, while skeptics cite SNDKs muted reaction and warn the memory cycle may be peaking or that the news is being sold.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

Wells Fargos assessment that the recent AppLovin Pixel-install surge was largely driven by low-traffic Shopify storefronts has fueled concern that its e-commerce expansion may be slower than hoped, alongside a steep share-price decline. Traders are divided: some dismiss the analysis as unreliable and view the selloff as a buying opportunity, while others worry about slowing growth and competition from Unity.

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

Googles Gemini 4 Argon release and reported strong benchmark results are driving attention, with traders viewing the model as a stronger AI competitor and potential growth catalyst. The reaction is divided: enthusiasm over its capabilities and an after-hours rally contrasts with doubts about its performance and complaints about volatile price action and fading gains.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Shares are under pressure after a SemiAnalysis report said OpenAIs latest Ultrafast tier runs on Nvidia GPUs rather than Cerebras hardware, raising questions about Cerebras OpenAI relationship. Traders are also focused on staged IPO lockup share releases and insider selling; some view the report as a threat to the partnership, while others say it does not negate existing commitments.

Liquidia Corp. operates as a holding company which engages through its subsidiary in developing and commercializing biopharmaceutical products and novel products development used in PRINT technology to transform the lives of patients. The company was founded in June 2004 and is headquartered in Morrisville, NC.

Liquidia Corp

A Delaware judge ruled that Liquidias Yutrepia infringes two valid United Therapeutics patent claims, prompting concern that the PH-ILD indicationor broader product availabilitycould be restricted. Traders are debating whether the selloff overstates the risk, given Liquidias plans to appeal and seek removal of the indication, while the courts remedies remain uncertain.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is drawing attention amid a sharp selloff in long-term Treasuries as yields reach multiyear highs. Traders debate whether persistent inflation and a higher-for-longer Fed outlook, government debt concerns, or oil and geopolitical risks are driving the move; bearish calls for more declines compete with buying on oversold conditions and the higher yields.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFis prolonged share-price decline is drawing attention, with many traders blaming management and the prior share offerings they view as dilutive, while others point to rising yields and rate-hike concerns weighing on financial stocks. Sentiment is sharply divided between frustrated holders and bears expecting more downside, and dip buyers betting on a rebound or short squeeze.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLakes BLA submission for sonelokimab in hidradenitis suppurativa, covering adults and patients 12 and older, is the main catalyst. Traders view the filing as an important milestone but note the muted share reaction and lack of detail on priority review, while awaiting FDA acceptance and a review timeline.

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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TC PipeLines, LP is a United States limited partnership with a long history of stable and growing cash distributions which has delivered value to its investors while maintaining a solid cash distribution coverage ratio.  Through its disciplined investment philosophy, TC PipeLines now has investments in six critical FERC regulated, low-risk energy infrastructure pipelines, capable of moving 8.9 billion cubic feet per day of natural gas. Revenues from these assets are derived almost entirely from fee-based charges.

TC Pipelines, LP - Unit

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.

TCP TC Pipelines, LP