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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

The community discussion remains fragmented, with traders debating whether the stock is significantly undervalued given its involvement in the AI infrastructure buildout or if it remains a risky "trash" play due to historical accounting, governance, and management concerns. While bulls point to recent partnerships and growth potential to call for a short squeeze, skeptics frequently cite ongoing concerns about institutional manipulation, short interest, and comparisons to better-performing industry peers like Dell.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon shares are facing heavy selling pressure following disappointing second-quarter results and a significant downward revision to full-year guidance, with traders debating whether the stock is a value opportunity or a long-term turnaround play under new leadership. Sentiment among the community has soured sharply, as many investors express frustration over declining product quality and increased competition in the athletic apparel space.

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 trading with elevated volatility as investors react to the company's invite-only Cybercab launch event, with sentiment divided between enthusiasm for autonomous vehicle progress and frustration over the lack of a public livestream. While some traders expect a potential "sell-the-news" pullback, others remain bullish on the long-term potential of the Robotaxi network and independent fleet model.

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 shares are trending following a robust second-quarter earnings report, where the company exceeded both revenue and earnings expectations, sparking debate among traders regarding the company's backlog strength versus its conservative third-quarter outlook. While sentiment remains divided, many investors are highlighting the company's progress toward non-GAAP profitability and defense-sector demand as key factors for a potential price recovery.

The Campbell's Co. engages in the business of manufacturing and marketing food and beverage products. It operates under the Meals and Beverages, and Snacks segments. The Meals and Beverages segment includes soup, meals, and beverage products in retail and foodservice. The Snacks segment offers cookies, crackers, bakery, and frozen products. The company was founded by Joseph Campbell and Abraham Anderson in 1869 and is headquartered in Camden, NJ.

Campbells Co (The)

Campbell Soup Co.

Campbell Soup shares are under pressure as traders react to a weak annual outlook, significant dividend cut, and negative analyst commentary regarding margin headwinds and slowing snack demand. While some investors view the stock as an oversold value play with defensive appeal, others are concerned by management's execution and high debt levels.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath shares experienced high volatility following second-quarter earnings, where the company reported revenue and guidance that beat market expectations but faced investor skepticism regarding slowing growth and narrowing margins. While bulls focus on the company's long-term potential as an enterprise AI orchestration platform, traders are divided over whether the dip presents a buying opportunity or reflects a lack of momentum in new agentic AI products.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

The primary catalyst for the stock's recent price movement is the company's decision to upsize its share repurchase program, which some investors see as a signal of confidence in the company's long-term valuation and future relisting prospects. While many in the community remain bullish and advocate for holding through volatility, others continue to express skepticism, pointing to previous management controversies and ongoing price suppression as reasons for caution or swing trading.

Zscaler, Inc. engages in the provision of a cloud-based internet security platform. It offers Zero Trust Exchange, Zscaler Client Connector, Zscaler Internet Access, Zscaler Private Access, Zscaler B2B, Zscaler Cloud Protection, and Zscaler Digital Experience. The company was founded by Jagtar Singh Chaudhry and K. Kailash in September 2007 and is headquartered in San Jose, CA.

Zscaler Inc

Zscaler is experiencing high volatility as traders react to the stock being removed from the Nasdaq 100, fueling concerns over forced selling and shifting sentiment in the cybersecurity sector. While some market participants express frustration over recent price declines, others view the current levels as a buying opportunity given the company's strong fundamentals and the ongoing demand for AI-driven security.

DocuSign, Inc. engages in the provision of cloud-based electronic signature solutions, which helps companies and individuals securely collect information, automate data workflows, and sign anything. The firm automates manual and paper-based processes allowing users to manage all aspects of documented business transactions including identity management, authentication, digital signature, forms and data collection, collaboration, workflow automation, and storage. Its products include eSignature, CLM, Gen for Salesforce, Document Generation, Standards-Based Signatures, Notary and Web Forms. The company was founded by Thomas H. Gonser and Court Lorenzini in 2003 and is headquartered in San Francisco, CA.

DocuSign Inc

DocuSign is trending as traders debate the company's future amid increased competition from AI-integrated e-signature and contract management tools, with some investors betting on a technical bounce while others argue the core business model faces long-term obsolescence.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Corning is trending due to significant share price volatility surrounding its upcoming earnings report, with the community divided between long-term bullish sentiment tied to AI infrastructure and optical networking demand and bearish concerns regarding the stock's recent sharp decline and valuation. Traders are closely monitoring key technical support levels at the 200-day moving average, with discussions fueled by conflicting analyst sentiment and speculation about institutional positioning.

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OpenAI raises $8.3 billion at $300 billion valuation, exceeding target - NYT

Investing.com -- OpenAI has secured $8.3 billion in funding at a $300 billion valuation, exceeding its target and completing the fundraising months ahead of schedule, according to the  New York Times  (NYSE:NYT) DealBook Newsletter.

U.S. tech names no longer behaving as a "homogeneous block," BCA Research says

Investing.com - A recent rally in tech stocks is becoming increasingly polarized, with names like Nvidia (NASDAQ:NVDA) and Microsoft (NASDAQ:MSFT) outpacing even its "Magnificent Seven" mega-cap peers such as Apple (NASDAQ:AAPL), according to analysts at BCA Research.

Nvidia orders 300,000 H20 chips as China demand surges, Reuters reports

Investing.com-- Nvidia (NASDAQ:NVDA) has placed fresh orders for 300,000 of its H20 AI chips with contract manufacturer Taiwan Semiconductor Manufacturing Co (TSMC) (TW:2330) amid rising demand from China, Reuters reported on Tuesday, citing unnamed sources.

Nvidia’s H20 stockpile won’t meet accelerating China demand: Jefferies

Investing.com -- Nvidia’s inventory of H20 AI chips is unlikely to satisfy surging demand in China following a temporary lift of U.S. export restrictions, according to Jefferies.

Trump’s ’big beautiful bill’ to boost big tech’s cash bonanza, AI dominance: MS

Investing.com -- President Trump’s One Big Beautiful Bill may be pitched as a game-changer for America’s future, but Morgan Stanley analysts believe the real impact is a windfall for Big Tech—delivering a powerful, cash-rich boost to the biggest names in AI, helping them dominate the future of AI. 

Morgan Stanley identifies next wave of AI-linked "alpha"

Investing.com - "Clear signs" of above-benchmark returns are emerging in companies whose operations are significantly reliant on artificial intelligence, according to analysts at Morgan Stanley.

Trump said he considered breaking up Nvidia; signs 3 orders to support AI

Investing.com-- U.S. President Donald Trump said on Wednesday that he had considered breaking up NVIDIA Corporation (NASDAQ:NVDA) to boost competition in the artificial intelligence sector, but had reconsidered over the difficulty of such a move.

Nvidia faces production hurdles in China H20 restart- The Information

Investing.com-- NVIDIA Corporation (NASDAQ:NVDA) told its Chinese customers that it has limited supplies of the H20 chip, the most powerful artificial intelligence chip it is allowed to sell in the country, The Information reported on Saturday. 

Sizing China’s AI chip ambitions amid rising demand

5 big analyst AI moves: Microsoft PT hike; Tesla, Intel could soar on earnings

Investing.com -- Here are the biggest analyst moves in the area of artificial intelligence (AI) for this week.

Investment Managers Series Trust II - Tradr 1.5X Short NVDA Daily 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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