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AeroVironment, Inc. is a defense technology company delivering integrated capabilities across air, land, sea, space, and cyber. The company develops and deploys autonomous systems, loitering munitions, counter-UAS technologies, space-based platforms, directed energy systems, and cyber and electronic warfare capabilities-built to meet the mission needs of today’s warfighter and tomorrow’s conflicts. At the core of these technologies lies AV_Halo, a modular, mission-ready suite of AI-powered software tools that empowers warfighters and enables full-battlefield dominance: detect, decide, deliver. With a national manufacturing footprint and a deep innovation pipeline, AV delivers proven systems and future-defining capabilities at speed, scale, and operational relevance. The company was founded by Paul B. MacCready, Jr. in July 1971 and is headquartered in Arlington, VA.

AeroVironment Inc.

AeroVironments fiscal first-quarter results beat expectations, with record funded backlog and strong bookings drawing renewed interest in its drone and counter-drone business. Traders are divided: some view the results and laser-system contracts as evidence of demand, while others question the muted outlook, profitability and valuation, contributing to choppy price action.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

Ousters Rev8 lidar integrations and expanding use casesfrom autonomous drones and agricultural equipment to mapping and infrastructureare fueling discussion about growth in robotics and physical AI. Bulls see customer adoption and production scaling as signs of momentum, while skeptics point to valuation, execution risks, and volatile trading.

ProShares Trust - ProShares UltraPro Short QQQ -3x Shares

ProShares UltraPro Short QQQ

Traders are using SQQQ as a hedge or speculative bet on a Nasdaq pullback, citing concerns that AI and tech valuations are overheated and the rally is vulnerable despite record highs. Others warn that the Nasdaqs strength and SQQQs leveraged daily-reset decay make holding the inverse ETF risky.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Oppenheimers upgrade to Outperform, citing rising contract values and early monetization of agentic AI traffic, is driving attention to Fastly. Bulls view the AI and edge-cloud opportunity as a growth catalyst, while skeptics question whether the upgrade justifies the rally and some traders speculate about short covering.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980 and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Anticipation of Sareptas upcoming DM1 and FSHD clinical data is driving attention amid a sharp, high-volume rebound. Traders are debating whether the move reflects short covering or an undisclosed catalyst, while buyout and news-leak speculation remains unconfirmed.

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 are rebounding after a sharp selloff triggered by CEO CJ Desais abrupt departure for Meta. Traders cite former CEO Dev Ittycherias return as interim chief, upbeat Investor Day guidance and an expanded stock-buyback authorization as support, while some remain concerned about leadership succession and volatile 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

Zscalers Investor Day, reaffirmed guidance, and long-term ARR ambitionsalongside an IBM and Red Hat security collaborationare driving attention, with multiple analysts raising price targets. Traders are broadly encouraged by the AI-security opportunity, though some question whether the companys growth ambitions justify its valuation.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

Renewed, unconfirmed takeover speculationreportedly involving a possible all-stock bid from a West Coast tech companyhas traders guessing Meta, in part because of PayPals Muse partnership. Some anticipate a premium offer, while others call the rumors recycled or unsupported and argue PayPal should pursue its standalone turnaround.

Twilio, Inc. engages in the development of communications software, cloud-based platforms, and services. It operates through Twilio Communications and Twilio Segments. The Twilio Communications segment includes the platforms Messaging and Voice. The Twilio Segment involves Segment, Engage, Flex, Email, and others. The company was founded by John Wolthuis, Jeffery G. Lawson, and Evan Cooke in March 2008 and is headquartered in San Francisco, CA.

Twilio Inc - Ordinary Shares Class A

Twilio Inc

Twilios addition to the S&P 500 is drawing attention, with traders pointing to expected index-fund buying and unusually heavy volume; some attribute the moves volatility to rebalance-related flows and profit-taking. The broader debate weighs optimism that AI agents will lift communications demand against concerns about valuation, competition, and how much of that growth Twilio can monetize.

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

Teslas strong weekly rally has traders focused on expanding Cybercab registrations in Texas and rising Shanghai exports, while some also cite an upcoming Roadster event. The move has prompted bullish talk of a squeeze, but others view it as overextended and expect a pullback amid volatile options trading.

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MSTR, HOOD, RIOT Stocks Lead Gains In Fundstrat's Granny Shots ETF Last Week, Says Tom Lee

Equity

Lee said the Fed’s September rate hike left stocks oversold, setting the stage for a potential rebound.

Fundstrat Capital Announces August 2026 Monthly Distribution for the Fundstrat Granny Shots US Large Cap & Income ETF (NYSE: GRNI)

Fundstrat Capital Announces August 2026 Monthly Distribution for the Fundstrat Granny Shots US Large Cap & Income ETF (NYSE: GRNI) Fundstrat Capital Announces August 2026 Monthly Distribution for the Fundstrat Granny Shots US Large Cap & Income ETF (NYSE: GRNI) PR Newswire NEW YORK, Aug. 27, 2026...

Fundstrat Capital Announces July 2026 Monthly Distribution for the Fundstrat Granny Shots US Large Cap & Income ETF (NYSE: GRNI)

Fundstrat Capital Announces July 2026 Monthly Distribution for the Fundstrat Granny Shots US Large Cap & Income ETF (NYSE: GRNI) Fundstrat Capital Announces July 2026 Monthly Distribution for the Fundstrat Granny Shots US Large Cap & Income ETF (NYSE: GRNI) PR Newswire NEW YORK, July 29, 2026 NEW...

Fundstrat Capital Announces June 2026 Monthly Distribution for the Fundstrat Granny Shots US Large Cap & Income ETF (NYSE: GRNI)

Fundstrat Capital Announces June 2026 Monthly Distribution for the Fundstrat Granny Shots US Large Cap & Income ETF (NYSE: GRNI) Fundstrat Capital Announces June 2026 Monthly Distribution for the Fundstrat Granny Shots US Large Cap & Income ETF (NYSE: GRNI) PR Newswire NEW YORK, June 26, 2026 NEW...

Fundstrat Capital Announces May 2026 Monthly Distribution for the Fundstrat Granny Shots US Large Cap & Income ETF (NYSE: GRNI)

Fundstrat Capital Announces May 2026 Monthly Distribution for the Fundstrat Granny Shots US Large Cap & Income ETF (NYSE: GRNI) Fundstrat Capital Announces May 2026 Monthly Distribution for the Fundstrat Granny Shots US Large Cap & Income ETF (NYSE: GRNI) PR Newswire NEW YORK, May 27, 2026 NEW...

Fundstrat Capital Announces February 2026 Rebalance for Granny Shots Small- & Mid-Cap ETF (NYSE: GRNJ)

Fundstrat Capital Announces February 2026 Rebalance for Granny Shots Small- & Mid-Cap ETF (NYSE: GRNJ) Fundstrat Capital Announces February 2026 Rebalance for Granny Shots Small- & Mid-Cap ETF (NYSE...

Tom Lee's Fundstrat Capital Announces February 2026 Rebalance for Granny Shots Large Cap ETFs

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Tom Lee's Granny Shots ETFs Post Accelerated Growth with Flagship GRNY Surpassing $4 Billion in Assets as GRNI and GRNJ Gain Early Momentum

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Tom Lee's Fundstrat Capital Expands Granny Shots ETF Lineup-- GRNJ and GRNI Will Begin Trading Today on NYSE Arca

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Tom Lee's Fundstrat Capital Announces Two New Granny Shots ETFs -- GRNJ and GRNI -- Expected to Soon Commence Trading on NYSE Arca

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