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USA Rare Earth ($USARB ), Super Micro Computer ($SMCIB ), and PayPal ($PYPLB ) are all getting absolutely wrecked in this bloodbath. Which one rebounds first?

$PUMP Same range, same rejection vibes. That 0.003 wall is thick. I've seen this movie.... fakes out, dumps, repeats. Not interested until we clear with real volume🔁

$CRGO.US
🚢 Freightos Reports Strong Growth as Digital Freight Booking Expands.

Freightos reported second-quarter results showing continued growth in its digital freight marketplace, with transactions and bookings increasing as more businesses use online platforms to manage international shipping. The company continued expanding its network of carriers, freight forwarders and shippers while increasing activity across its WebCargo and Freightos.com platforms. 📈

The company’s marketplace connects freight buyers with logistics providers, allowing users to compare rates, schedules and services and complete bookings digitally. Freightos has also continued building its role in air cargo through WebCargo, where airlines and forwarders can distribute capacity and pricing digitally. ✈️ The expansion supports a broader shift toward data-driven and automated freight procurement across global supply chains.🌐

$SLE.US
🎮 Super League Improves Margins as Gaming Ad Business Gains Momentum

Super League Enterprise reported second-quarter results showing continued improvement in its operating profile. Net revenue increased 16% sequentially to approximately $1.24 million, while gross margin expanded to 41% from 36% in the first quarter. Adjusted EBITDA loss also improved about 20% year over year to roughly $1.7 million.

The company’s commercial pipeline strengthened after integrating the Misfits Ads assets without increasing its overall cost base. As of July 31, weighted pipeline per seller for opportunities through year-end reached approximately $2.8 million, up 57% from the post-Q1 level. Super League also ended the quarter with about $6.7 million in cash and investments and no remaining preferred shares.

$IVF.US
🧬 INVO Fertility Expands U.S. Reach With New Clinic Partnerships

INVO Fertility has expanded its network of fertility treatment locations through new partnerships designed to increase access to its INVOcell technology and in-office assisted reproductive services. The company continues to focus on making fertility treatment available through lower-cost clinical models that can operate outside traditional IVF centers. 🧪

INVOcell is a medical device that allows early embryo development to occur inside the patient's body before the embryo is transferred to the uterus. INVO Fertility's business model centers on licensing and deploying the technology through partner clinics, while also supporting the development of INVO Centers that provide fertility services using the platform. 👶

$IPST.US 🚀 IP Strategy Surges as Strategic IP Developments Ignite Trading

IP Strategy Holdings has become a major market mover on August 17, with shares experiencing an unusually sharp surge during the session. Recent company developments around its digital-asset treasury and intellectual-property strategy have driven heightened attention, while the stock's low float has amplified trading volatility. 📈

IP Strategy operates a treasury strategy centered on digital assets tied to programmable intellectual property and also runs validator operations within the network ecosystem. The company has been building its position around blockchain-based registration, licensing and monetization of intellectual property, targeting the intersection of AI, blockchain and digital rights. ⚡

Oil’s Supply Chain Is Finding a New Route 🛢️

Saudi Aramco is offering some Asian refiners crude deliveries that bypass the Strait of Hormuz, according to people familiar with the discussions. The company is negotiating September cargoes using ship-to-ship transfers off Fujairah, while also rerouting some barrels through the Red Sea.

The move shows how seriously regional supply disruptions are affecting the physical oil market. Asian refiners, especially in India, are looking for alternatives as shipping through the Strait remains complicated by the conflict around Iran.

Saudi Arabia isn't alone. Abu Dhabi has also been moving more crude through routes that avoid Hormuz, helping maintain exports despite the disruption.$CL
For oil traders, the interesting part is that producers are adapting rather than simply waiting for the situation to normalize. If these alternative routes expand, they could soften some of the supply shock — but they also highlight just how fragile global energy logistics have become. 👀$BZ

$ONG Overbought as hell and that wick says sellers are home. If we lose 0.058, this turns into a fast slide. I'm chilling until we get a clear retest. 🛑

$GPS is absolutely mooning, $ACE is on a tear, and $PORTAL is catching serious bids—all three are flying high with retail hype and leveraged longs piling in, but we all know gravity always wins. Which one gets rekt first?

$STAR That rip above the upper band is wild. RSI at 74 and we're kissing 0.115. Feels like a liquidity grab before a cool-off. Watching if 0.107 becomes support or we snap back.

$GOOGL
Alphabet Is Borrowing More to Fund the AI Race 💰

Alphabet is preparing its first-ever Australian dollar bond sale, hiring major banks to arrange the deal. The company is considering 3-, 5-, 10- and 20-year maturities, although it hasn't disclosed how much it plans to raise.

The timing is interesting. Alphabet just issued $25 billion of U.S. dollar bonds earlier this month as Big Tech ramps up spending on AI infrastructure.

That spending is getting huge. Industry AI investment is expected to exceed $730 billion this year, putting pressure on even the biggest tech companies' cash flows.

Alphabet reported negative free cash flow in the second quarter for the first time, making the new borrowing especially notable. The AI boom is still attracting enormous capital — but increasingly, some of that money is coming from debt markets. 🤖

$HEMI That bounce off $0.0055 looks violent but we're still down 27%. RSI sitting mid, not oversold anymore. Feels like a relief pump before more pain. I'll watch if it holds above $0.006.

$BTW That rejection off 0.44 is nasty. Now we're sitting in no-man’s land between the bands. If 0.37 fails, that gap down looks violent. I’m parked on the sidelines for now. 🧐

$PORTAL just went absolutely vertical lmao. +70% and RSI sitting at 91 like it's nothing. Price is literally miles above the upper BB... this is either a breakout god candle or the most obvious reversal setup of the week.

Watching for that 0.02024 high to hold. If it fails, we're coming back down fast.
Are you taking profits or riding the fomo? 🚀

👇👇👇👇

$SPORTFUN
Ethereum Just Changed Its Post-Quantum Game Plan ⚙️

Ethereum researcher Justin Drake says the Ethereum Foundation has abandoned plans to use Poseidon as part of its post-quantum security strategy, according to an update highlighted in the latest $ETH community coverage. The shift moves attention back toward more established hash functions, including SHA-2 and BLAKE2, as developers weigh long-term cryptographic security.

Poseidon had been attractive because it is designed to work efficiently with zero-knowledge proofs, making it useful for Ethereum’s broader SNARK-focused roadmap. But post-quantum security raises a different requirement: cryptographic primitives need enough testing and confidence to protect the network for decades.$GPS 👀
This is a technical change, not an immediate market catalyst. Still, it could matter well beyond Ethereum itself because the network’s cryptographic choices influence Layer 2 systems, zkRollups and zkVM development. Ethereum is effectively choosing a more conservative path for one of the most important pieces of its future security architecture.

$SFP SafePal Breach Exposes Data From Nearly 40,000 Customers ⚠️

Crypto hardware-wallet provider SafePal has disclosed a security breach affecting personal information belonging to 39,798 customers. The exposed data included names, physical addresses and contact details, according to CoinDesk.

The company says the incident did not compromise users’ cryptocurrency funds, passwords or private wallet keys. That distinction is important, but the leaked personal information can still create a serious phishing and impersonation risk for affected customers. 🔐

For crypto users, the episode is another reminder that wallet security isn't only about protecting private keys. Personal data tied to crypto ownership can also become valuable to attackers, especially when criminals can use real-world details to make fraudulent messages look legitimate. SafePal has disclosed the breach, but users should remain particularly cautious about unexpected crypto-related emails, calls or messages.

Hackers Are Using Macs to Mine Monero 🖥️⛏️

Attackers are actively exploiting a vulnerability in Apple’s macOS Screen Sharing feature to take control of internet-exposed Macs and install Monero mining software, according to the Netherlands’ National Cyber Security Centre. The agency said multiple systems had been compromised, with attackers gaining root access before deploying the miners.
The flaw can allow attackers to bypass authentication when Screen Sharing is exposed through the internet. Apple released security updates on August 6 for affected macOS versions, while U.S. officials later rated the vulnerability a critical 9.8 out of 10. 👀

For crypto, this is a reminder that mining attacks haven't disappeared—they've simply become more targeted. Instead of stealing coins directly, attackers can hijack computing resources and electricity to generate Monero for themselves. Anyone using an internet-accessible Mac with Screen Sharing enabled should install the latest security update immediately.

$CYS is bleeding, $ACE is sliding, and $HOME is sinking... who rebounds first?
👇

Nvidia Could Put Another $3 Billion Behind the AI Boom 🤖

$NVDA is in talks to invest as much as $3 billion in SB Energy, a SoftBank subsidiary developing a massive data-center project in Ohio for OpenAI. The potential investment is tied to plans for the campus, according to a report cited by Reuters.

The proposed project is enormous. Nvidia, $OPENAI and SB Energy are also discussing around $100 billion in credit support for the planned Ohio data-center campus.
Nvidia could invest half of the $3 billion when the Ohio project agreement is signed, with the remainder potentially coming alongside SB Energy’s planned IPO. Nothing has been finalized yet, so the discussions could still change.$NVDAB
If completed, the deal would underline how deeply Nvidia is becoming involved in the infrastructure surrounding AI — not just supplying the chips that power it.

The AI spending race is starting to look less like a simple hardware cycle and more like a full-scale infrastructure buildout. ⚡

Bitcoin’s Biggest ETF Just Saw a Major Institutional Shift 🏦

BlackRock’s spot Bitcoin ETF has become the center of a fresh institutional positioning story after major investors disclosed large holdings in the fund. New regulatory filings show several institutions maintained or increased their exposure through the second quarter, keeping billions of dollars of Bitcoin exposure inside traditional investment portfolios.

The filings include hedge funds, banks and sovereign-linked investors, showing that Bitcoin ownership is becoming increasingly embedded across different parts of the financial system. Some investors added shares while others held steady, suggesting institutions aren't all taking the same approach to the latest crypto volatility.

The important caveat: these filings show positions at the end of June, not necessarily what those investors hold today. Still, the data provides a useful snapshot of how traditional capital was positioned heading into the second half of the year. 👀

Bitcoin’s institutional story is no longer just about ETF launches. The more interesting question is how long major investors are willing to maintain exposure through different market cycles—and whether today's holders become tomorrow's long-term allocators.