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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 are facing downward pressure despite a strong earnings beat and aggressive long-term AI revenue growth projections, as traders express frustration over a slight miss in fourth-quarter revenue guidance. The community is sharply divided between those viewing the decline as a liquidity-driven manipulation or a buying opportunity given the company's fundamentals, and those concerned about cyclical risks and high market expectations.

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

Dell shares are rallying significantly following strong financial results, which included an upward revision to annual revenue guidance and surging demand for AI-optimized servers. While bulls are focused on the company's growth in the AI infrastructure sector and subsequent analyst price target hikes, some traders remain skeptical, citing valuation concerns and high short-term volatility.

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 shares experienced a significant decline following a fiscal third-quarter earnings report that featured record revenue and raised guidance, as investors reacted negatively to margin pressures and ongoing supply-chain constraints. While many traders view the stock as undervalued and suggest the price action is driven by market manipulation, others are questioning the company's outlook compared to AI infrastructure peers.

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 investors react to positive Wall Street analyst coverage, including multiple price target upgrades and a shift to an Overweight rating, with many highlighting its growth in prediction markets, new product offerings, and expanding user base as catalysts. While many traders are bullish and betting on a continued breakout, a segment of the community remains skeptical, expressing frustration over perceived market manipulation and the platform's relationship with market makers.

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 seeing high activity and bullish sentiment ahead of the company's anticipated Cybercab launch event in Austin. While many traders are optimistic about the potential for autonomous vehicle advancements, others are cautious, expressing concerns over the stock's premium valuation and the potential for a "sell the news" correction following the event.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs is currently trending due to a combination of negative market sentiment following a large share dilution and a broader sector-wide pullback in space stocks. While some traders express frustration with the lack of management communication and recent share price decline, others are accumulating shares, citing the company's backlog, institutional support from major investors like Google, and the potential for increased demand driven by geopolitical defense needs.

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 surging significantly following a strong earnings report that beat analyst estimates and featured raised full-year product revenue guidance, fueled by accelerating demand for its enterprise AI products. While bulls are celebrating the company's growth momentum and AI tailwinds, bears remain skeptical, highlighting the stock's premium valuation and lack of GAAP profitability.

Zcash is a privacy-focused cryptocurrency that uses trustless zero-knowledge proofs to enable fully encrypted transactions while maintaining blockchain transparency and security. It was the first cryptocurrency to implement zero-knowledge encryption for private peer-to-peer payments, addressing the fundamental privacy gap in traditional cryptocurrencies that expose transaction details publicly.   With a fixed supply of 21 million ZEC and a halving schedule similar to Bitcoin, Zcash allows users to prove transactions are valid without revealing sensitive information like wallet balances, transaction amounts, or participant identities, making it suitable for everyday payments, long-term savings, and cross-border money transfers where financial confidentiality matters.  The protocol operates on its own blockchain currently using Proof-of-Work consensus, though it's evolving toward Proof-of-Stake through the planned "Crosslink" upgrade to enhance security, scalability, and energy efficiency. Zcash employs trustless zero-knowledge proofs (Halo) within its Orchard shielded pool to verify transactions without revealing sender, receiver, or amount information.   Users can choose between transparent public transactions and shielded private transactions through Unified Addresses, which work with both types. The network is faster and cheaper than Bitcoin, with new blocks mined every 75 seconds and transaction fees typically just a fraction of a cent. Privacy adoption has surged in 2025, with over 30% of total ZEC supply now held in fully shielded pools.  Zcash was created by a group of scientists in 2013 who initially proposed Zerocoin as a privacy extension to Bitcoin before building a standalone protocol. The ecosystem operates with a self-funded development model where block rewards support independent teams through the Zcash Community Grants Committee and a new Coinholder-Controlled Fund.

Zcash

Zcash is trending following the official listing approval of its first ETF on the NYSE, with traders reacting to the development alongside broader interest in its privacy-focused tech. While many in the community are bullish on the asset's potential for institutional adoption and price appreciation, some remain cautious, citing concerns over long-term price sustainability and the implications of increased institutional involvement.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull is receiving attention as traders monitor the stock's struggle to break through the $10 psychological resistance level, with many debating the impact of massive outstanding share counts versus the potential for short covering. Community discussion is split between bullish sentiment over recent earnings growth and partnerships, and frustration over perceived price manipulation and poor performance relative to sector peers like Robinhood.

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

The community is focused on the recent failure of Ultragenyx's Phase 3 Aspire trial for its Angelman syndrome drug, GTX-102, which led to a significant share price decline. Despite this setback, many traders are bullish on a rebound, citing the company's strong commercial revenue from existing drugs and upcoming catalysts, including a September FDA decision on its gene therapy for Sanfilippo syndrome.

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AVAV Stock Gains Overnight: AeroVironment Bets On Greece To Build Europe’s Counter-Drone Arsenal 

Equity

AeroVironment is forming a Greek joint venture to expand European drone production. 


Ondas’ Defense Push Gets Another Vote Of Confidence – Roth Capital Sees 44% Upside 

Roth Capital said the deal could provide a boost to Ondas’s local manufacturing capabilities in Israel. 


RDW Stock Pulls Back From $14 Resistance: Is Retail Losing Conviction?

Redwire stock pulled back after failing to hold above $14, cooling retail sentiment. 


Ondas Stock Heads For Monthly Gain: Why This Analyst Still Sees 150% Upside? 

Ladenburg Thalmann raises Ondas price target after second-quarter earnings and outlook. 


ONDS Stock Drops After Earnings – CEO Expects ‘Sustained Momentum’, Raises 2026 Revenue Outlook To $550M

CEO Eric Brock said he expects Ondas “to sustain this momentum” and deliver another significant revenue ramp during the second half of 2026.


Ondas Stock Breaches $10 Ahead Of Earnings: Retail Bulls Expect A 'Short Squeeze' 

Ondas’ nearly 40% short interest is fueling squeeze hopes as investors watch revenue growth and guidance.


ONDS Stock Rises Overnight: Retail Bulls Eye Return To Double-Digit Price As Q2 Results Loom 

Investors are expecting huge revenue growth as fresh defense contracts add to optimism. 


Best-Performing ETF Areas of Last Week 

Gold, space, defense and silver-mining ETFs soared last week as weak jobs data eased Fed rate-hike fears and boosted risk appetite.

ACHR Vs. JOBY: Boeing Deal Puts Archer On A Different Flight Path As Joby Builds Toward Commercial Air Taxis

Archer Aviation and Joby Aviation are chasing the same eVTOL future, but Q2 results show two increasingly different strategies.

JOBY Rises Premarket As It Moves Closer To Electric Air Taxi Launch With Texas Flights — 'We Are Closer Than We’ve Ever Been' 

Joby Aviation is advancing electric air taxi development with higher revenue, improved year-on-year losses and a strong cash position. 


ETF Series Solutions - Defiance Drone and Modern Warfare ETF

Bearish Sentiment

The Federal Reserve hasn't raised rates at all in 2026, but hawkish comments from Fed Chair Kevin Warsh at the Jackson Hole symposium have pushed September rate hike odds as high as 66%, a sharp jump from under 40% just a week earlier. How many rate hikes do you expect from the Fed in 2026? Vote and explain your reasoning in the comments.

How many rate hikes do you expect from the Fed in 2026?

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