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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 Technologies shares surged following second-quarter results that significantly surpassed analyst expectations, driven by record-breaking AI server demand and a massive increase in its full-year revenue outlook. While community members debated the stock's valuation and long-term sustainability due to its supply-chain-heavy business model, the overall sentiment remains overwhelmingly bullish regarding the company's role in the AI infrastructure buildout.

Spdr Dow Jones Industrial Average ETF Trust - Spdr Dow Jones Industrial Average ETF Trust

The DIA is trending lower alongside broader markets as geopolitical tensions in the Middle East and rising oil prices fuel investor anxiety over inflation and potential interest rate hikes. Traders are closely monitoring Treasury yields and upcoming economic data for clarity on the Federal Reserve's policy direction.

Edison International is a renewable energy company, which operates through its subsidiaries. It supplies and distributes electric power, and also invests in energy services and technologies. The company was founded on July 4, 1886, and is headquartered in Rosemead, CA.

Edison International

Edison International shares are experiencing high volatility as traders react to reports that lawmakers failed to pass a wildfire liability reform bill, leaving the utility exposed to potential legal risks. While some investors view the resulting price drop as an overreaction and a buying opportunity, others remain cautious due to ongoing litigation and regulatory uncertainty surrounding recent wildfires.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB shares experienced significant volatility, surging after the company raised its full-year revenue and earnings forecast, only to pull back as investors focused on a sequential decline in third-quarter guidance and the stock's already-stretched valuation. Community reaction remains polarized, with many traders debating whether the post-earnings pullback represents a buying opportunity or a signal of further downside risk.

PG&E Corp. operates as a holding company, which engages in generation, transmission, and distribution of electricity and natural gas to customers. It specializes in energy, utility, power, gas, electricity, solar, and sustainability. The company was founded on November 17, 1995 and is headquartered in Oakland, CA.

PG&E Corp.

PG&E shares experienced significant volatility following reports that California lawmakers blocked a legislative effort to provide wildfire liability protection for utilities. While some traders view the resulting selloff as an overreaction and speculate on a potential recovery or short squeeze, others have downgraded the stock due to lingering financial and wildfire liability risks.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The QQQ is trending lower as investors react to rising oil prices and surging U.S. Treasury yields, fueled by concerns over escalating military tensions in the Middle East and uncertainty regarding Federal Reserve rate policy. Community sentiment remains cautious as traders debate whether the market will face a correction or see a recovery driven by AI-related earnings strength.

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

The S&P 500 is trending lower as market participants react to escalating geopolitical tensions in the Middle East, rising crude oil prices, and climbing U.S. Treasury yields. Traders are expressing widespread concern over potential Federal Reserve interest rate hikes and the broader economic impact of these mounting macro headwinds.

Vera Therapeutics, Inc. is a clinical stage biotechnical company, which engages in the development and commercialization of transformative treatments for immunological diseases. Its product includes the TRUTAKNA injection. The company was founded by Marshall W. Fordyce in May 2016 and is headquartered in Brisbane, CA.

Vera Therapeutics Inc - Ordinary Shares - Class A

Attention centers on Veras FDA accelerated approval of Trutakna (atacicept) for IgA nephropathy and the upcoming Phase 3 ORIGIN eGFR data that could support full approval and commercialization. Traders are bullish on the drugs dual BAFF/APRIL mechanism and short-squeeze potential, while others cite stronger competitors, a crowded market, and muted post-approval price action.

Vanguard Index Funds - Vanguard S&P 500 ETF

Vanguard S&P 500 ETF

The primary catalyst for VOO trending is heightened market anxiety over geopolitical instability in the Middle East and concerns regarding bond market volatility, which has led traders to debate whether current market valuations are sustainable. Discussion is fragmented between investors advocating for a "VOO and chill" long-term compounding approach and those speculating on an imminent correction due to concerns about the U.S. economy, debt levels, and the perceived overvaluation of AI-driven tech stocks.

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 is experiencing intense investor scrutiny ahead of its earnings report, with sentiment divided between those anticipating a major AI-driven breakout and traders concerned about the stock's recent underperformance relative to other semiconductor peers. Conversations remain highly volatile, with frequent debates focusing on the sustainability of AI demand and the impact of the company's management and guidance on share price.

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OKLO Stock Heads For 4th Week In Red: Insider Sells Shares Worth $74K

OKLO is facing downward pressure amid concerns over sustained insider selling and a lack of near-term commercial revenue, leading to community frustration and a pivot toward bearish sentiment. While some traders continue to focus on the company's long-term potential in nuclear energy and potential data center partnerships, others are concerned about the stock nearing 52-week lows.

The decline in share price is being attributed to persistent investor concerns regarding ongoing insider selling activity and the company's lack of near-term revenue. Additionally, market participants are highlighting broader sentiment shifts affecting early-stage growth stocks and the lack of immediate progress toward commercial profitability.

Equity

Alexandra P. Renner, Chief Product Officer at Oklo, has sold 1,930 Class A shares worth approximately $74,110 on Sept. 1.

What PJM's Decision Means for OKLO's Ohio Project Timeline

OKLO's Ohio energy project could face at least a 14-month delay after PJM removed it from the current grid-connection review process.

Oklo's Powerful AI Power Thesis Comes With High-Stakes Contract Risk

Oklo (NYSE: OKLO) is targeting one of AI's biggest constraints: power. Its model combines strategic sites, nuclear generation, and infrastructure ownership, potentially giving the company a much larger opportunity than reactor sales alone. But turning that vision into durable val...

How Are Nasdaq, Dow, S&P 500 Futures Reacting As US Launches Fresh Strike On Iran?

Geopolitics are back in the center stage over the weekend after the U.S. struck two Iranian rocket launchers late Sunday. 

Oklo vs. X-Energy: Which One Actually Produces Nuclear Power First?

Key PointsAI data centers are constrained by electricity, more than hardware availability...

Are Oklo and NuScale Power Still a Buy After Data Center Backlash?

Key PointsPopular sentiment for data center construction is on the decline...

1 Reason I Passed on Oklo Even After Its Big Rally

Key PointsOklo had a net loss of $81.6 million in the second quarter...

Oklo and NuScale Power Have Shed a Combined 85.3% This Year. Why Are Nuclear Stocks Falling?

Key PointsNuclear is experiencing a $10 trillion renaissance...

Oklo's Meta Deal Calls For a 1.2-Gigawatt Reactor in Ohio. Here's When It's Slated to Come Online.

Key PointsOklo's small modular reactor technology remains unproven, however...

Even Elon Musk Now Admits Natural Gas Isn't Going Away. Here's What That Means for Nuclear Energy Stocks, Including NuScale Power and Oklo

Key PointsElon Musk has ordered Space Exploration Technologies to aggressively adopt natural gas for power...

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Oklo inc.

• Reported GAAP EPS of -$0.28 down -55.56% YoY
• Reported revenue of $1.21M
• Oklo Inc. expects total cash used in operating activities for 2026 to be between $120 million and $150 million, and total cash used for property, plant, and equipment purchases $400-$500 million.

Oklo Inc. faces significant operating losses, high capital expenditure requirements for first-of-a-kind projects, and substantial regulatory and execution risks inherent in an emerging market with no currently operating commercial projects.

Oklo Inc. is advancing its commercialization strategy through significant regulatory approvals, successful demonstrations of fuel recycling technology, and strategic collaborations that enhance its technical capabilities for advanced nuclear reactor development.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

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.

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Oklo Inc.

An intense battle is brewing between bears betting on a continued freefall and retail investors attempting to spark a short squeeze.

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