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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs Q3 earnings beat expectations and came with raised full-year and Q4 guidance, with strong U.S. commercial AI growth drawing attention. Bulls celebrated the results, while skeptics argued that a premium valuation and weakness across AI stocks could still pressure shares, contributing to a volatile reaction.

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

Apples fiscal Q4 earnings report, its first under new CEO John Ternus, is driving attention, with traders focused on holiday-quarter guidance, iPhone demand and rising memory costs effect on margins. Some hope a strong report could steady a battered tech market, while others see high expectations and valuation as leaving room for a selloff.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

A tech- and AI-linked selloff is driving concern about the broader market, with traders debating whether worries over AI spending and valuations signal a deeper correction or a buying opportunity. Midterm-election uncertainty and upcoming Apple and Palantir results are adding to volatility, while bulls look for a rebound and bears expect further downside.

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

AMDs upcoming earnings and guidance dominate discussion as the stock has sold off sharply with semiconductor shares after Intels weak report. Traders are split on whether strong results could spark a rebound or whether valuation concerns and a cautious outlook would extend the decline.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention amid a sharp Nasdaq and technology selloff, with traders focused on whether heavy AI spending can generate adequate returns or whether the AI trade is unwinding. Bearish calls and concern about further losses compete with dip-buying and expectations of a technical bounce; midterm uncertainty is adding to volatility.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells all-stock agreement to acquire Lumentum has sparked a sharp selloff, with traders focused on shareholder dilution, the long wait for closing, and whether the deals price and execution risks are justified. Some see the combination as a strategic bet on optical connectivity for AI data centers, while others argue the deal undermines value for existing shareholders amid a broader tech selloff.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLASs REGAL Phase 3 trial reached its prespecified 80th death event, triggering final analysis and anticipation of GPS topline results; the milestone was followed by a sharp selloff. Traders disagree over whether the decline reflects profit-taking and binary-trial risk or suspected manipulation or an information leak, with no results yet establishing the trials outcome.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is drawing attention amid a sharp semiconductor and tech selloff, with traders debating whether concerns about AI spending and a broader risk-off move point to a deeper correction; claims of forced liquidations remain speculation. Dip buyers are looking for a rebound, while bears warn that the funds 3x leverage can magnify losses and decay.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Marvells agreed all-stock acquisition of Lumentum has triggered a sharp selloff, as Lumentum holders focus on the fixed share exchange, exposure to Marvells falling stock and the long path to closing. Traders debate whether the deals dilution and timing make it unfavorable for shareholders or whether the strategic fit in AI optical connectivity supports the combination over the longer term.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

A sharp semiconductor-sector pullback, amid worries that heavy AI infrastructure spending may not deliver returns quickly enough and weak guidance from major chipmakers, is driving attention to SOXX. Traders are split between calling the decline an AI-bubble unwind with more downside ahead and treating it as an oversold correction and buying opportunity, with many watching key technical support levels.

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$MSOS buy the underlyings these 3 will uplist soon $GTBIF $TRLV $CURLF thank me later

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$CURLF $GTBIF $MSOS $TRLV CURALEAF can’t uplist until around September. Has to wait 90 days if I’m not mistaken… what’s your estimation?

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 buy the underlyings these 3 will uplist soon 

@thepalace2007 i agree with buying the underlying names vs the ETF. Once in the underlying names purchase should be about outperformance not simply buying the three biggest names in the ETF. For me i own two names $TRLV and $JUSHF. TCNNF to help capture the first move from uplisting and Institusional flow. JUSHF to capture the second move particularly if we get Rec passed in Virginia and P.A. For the record i still think  there is a better than 50% chance VA gets green lit  as part of the budget process and if memory served me correct that should happen by July 1.

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Jushi Holdings Inc

 i agree with buying the underlying names vs the ETF. Once in the underlying names purchase should be about outperformance not simply buying the three biggest names in the ETF. For me i own two names $TCNNF and 

. TCNNF to help capture the first move from uplisting and Institusional flow. JUSHF to capture the second move particularly if we get Rec passed in Virginia and P.A. For the record i still think  there is a better than 50% chance VA gets green lit  as part of the budget process and if memory served me correct that should happen by July 1.

Scott Bere

@Sb123321 I just bought a little $VRNO today too 10k @1.15

Verano Holdings Corp.

@thepalace2007 i will need to take another look there. i owned it for awhile in 2023 but sold it jan of 24 to buy TCNNF and JUSHF. Up alot on TCNNF (100%) and a bit on JUSHF (12%) while VRNOF dropped 70-75% over the same period. i guess given the significant under preformance it may be worth a second look.

 i will need to take another look there. i owned it for awhile in 2023 but sold it jan of 24 to buy TCNNF and JUSHF. Up alot on TCNNF (100%) and a bit on JUSHF (12%) while VRNOF dropped 70-75% over the same period. i guess given the significant under preformance it may be worth a second look.

@thepalace2007 only $tcnnf is able to uplist before hearing.  others will be later, 2nd &amp; 3rd wave.

 only $tcnnf is able to uplist before hearing.  others will be later, 2nd & 3rd wave.