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Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom shares faced volatility after the company reported strong third-quarter financial results driven by triple-digit growth in AI semiconductor sales, but issued a fourth-quarter revenue forecast that fell slightly short of high-end analyst estimates. Investors are actively debating the company's long-term growth trajectory and aggressive AI revenue projections for upcoming fiscal years against lingering concerns over client concentration and the sustainability of massive infrastructure spending.

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

Tesla is drawing significant attention as traders position themselves ahead of the highly anticipated Cybercab launch event, with sentiment split between bullish expectations for the autonomy ambitions and concerns regarding a premium valuation and recent mixed sales data. While many in the community are anticipating a volatility-driven move around the reveal, others are debating whether the stock faces a 'sell-the-news' reaction or potential short-squeeze activity.

Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

HPE is trending following its fiscal third-quarter results, where the company reported a revenue and earnings beat alongside raised annual guidance, though shares experienced volatility as investors weighed margin concerns and supply-chain constraints against strong AI infrastructure demand. The community remains largely bullish, pointing to the company's expanded AI networking partnership with Oracle and its value-oriented positioning within the AI hardware space as key growth catalysts.

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

Ultragenyx shares fell sharply after the company reported that its late-stage Aspire study of apazunersen for Angelman syndrome failed to meet its primary and key secondary endpoints. While some investors are bracing for further downside and potential analyst downgrades, a segment of the community views the sell-off as an overreaction, pointing to the company's existing commercial revenue streams and upcoming regulatory milestones.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is seeing significant upward momentum as traders speculate on potential AI partnerships and increased institutional interest, with many expressing optimism that the stock is undervalued given its transition into AI cloud services. While bullish sentiment is driving strong volume and expectations for a short squeeze, some participants urge caution, noting that momentum may be tied to broader market volatility and uncertainty in the data center sector.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is trending following the announcement of a partnership with Pony.ai to deploy over 2,000 robotaxis across Europe and the Middle East, while traders also debate the company's long-term autonomous strategy and ability to hold resistance levels near $80.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is trending as analysts issue bullish price target hikes, citing the platform's diverse revenue streams beyond traditional brokerage, such as prediction markets and the growing Robinhood Chain. While some traders express optimism regarding these expansion efforts and potential for future upside, others remain skeptical, voicing concerns over price manipulation and the platform's relationship with market makers.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflake shares are trading sharply lower as investors react to concerns over the company's high valuation and ongoing lack of GAAP profitability, despite recent earnings beats. While some traders view the pullback as a buying opportunity, others continue to argue the stock remains fundamentally overvalued compared to its peers.

Direxion Shares ETF Trust - Direxion Daily MSCI South Korea Bull 3X ETF

Direxion Daily South Korea Bull 3X Shares

KORU is trending as traders react to extreme volatility and deleveraging in the South Korean market, fueled by concerns over heavy margin usage and regional chip sector performance. While some participants view the sharp sell-off as a potential entry point for a rebound, others express caution regarding the risks associated with highly leveraged 3x products in an unstable market environment.

FuelCell Energy, Inc. is an American clean energy technology company that delivers continuous, scalable baseload power for mission-critical applications globally. It engages in the development, design, production, construction, operation, and servicing of high-temperature fuel cells for clean electric power generation. The company’s fuel cell systems generate electricity directly at the point of use, enabling reliable, low-emission power for data centers, industrial facilities, utilities, and distributed generation customers. FuelCell Energy delivers commercially proven, modular, utility-scale systems backed by global fuel cell deployments approaching one gigawatt. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energy is trending as investors react to the company's third-quarter results and outlook, with debate centering on its long-term growth pipeline, data center project prospects, and manufacturing capacity expansion. While some traders express frustration over quarterly revenue misses and historical performance, many community members remain bullish, citing an increasing backlog and potential for massive commercial opportunities as manufacturing throughput ramps up.

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Bet on These 3 AI ETFs to Beat the September Curse

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Equity

Citi raised its price target to $260, the highest target among the analysts cited.


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Alibaba CEO Eddie Wu Says Company Is In A ‘Superior Position’ For AI Boom As Q1 Cloud Revenue Surges 45%

Q1 revenue grew 9% to $39.64 billion, but was below Wall Street’s estimate of $39.89 billion, according to Koyfin data.


BE Stock Jumps After NBIS Says Switch To Bloom ‘Significantly Enhanced’ New Jersey AI Data Center Project

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Pharma Bro Shkreli Bets Against AAOI — ‘Commodity Bottleneck Doesn’t Make A Great Company’

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SpaceX Lockup Expiry: Morgan Stanley Believes ‘Largely Unchanged’ Fundamentals Create Attractive Entry Point At Current Levels

Morgan Stanley said that while many investors expect SpaceX shares to fall to $100 as IPO lock-up restrictions expire, such a valuation would imply little or no value for the company’s AI business.

Morgan Stanley's Adam Jonas Says SPCX Will Need To Raise About $700B In Debt To Achieve Its $22.7 Trillion TAM Ambitions 

During an interview with CNBC, Jonas said that while SpaceX’s recent cloud compute deals are placeholders, it could face growing competition in the future.

Beyond Mag 7: MANGOS or Big-10 ETFs Will Likely Rule Ahead 

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SPCX Stock Sees Record Retail Frenzy — SpaceX Logs Over $400M Inflows In First Week Post-IPO, Says Vanda Research

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BlackRock ETF Trust - iShares A.I. Innovation and Tech Active ETF

Bearish 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.

Current Price	$42.91
Prev Close	$43.28
Open	$43.02
Dividend Yield	N/A
50-Day Moving Average	$45.16
Beta	N/A
Avg. Volume	2.64M
PE Ratio	N/A

52-Week High	$54.46
52-Week Low	$30.82
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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