Insights on stocks, by experts you follow.

Pulse

• The big story is OpenAI's GPT-6 "Astra" launch — a computer-use model that has the AI bulls celebrating and calling for more chips, memory, and compute.
• Memory stocks are ripping again after a brutal July selloff, and the "I told you so" crowd is out in force. @damnang2, @hanking66, and @aleabitoreddit are all claiming credit for staying bullish through the dip.
• $BE (Bloom Energy) getting added to the S&P 500 is a major talking point, with several traders noting the move and one selling into the news.
• A hawkish surprise is creeping into the macro conversation: traders now see a 53% chance of a Fed rate hike in September after hot jobs data, per @InTheAssembly.
• There's a split on AI: bulls like @firstadopter and @aleabitoreddit see an endless demand wave, while skeptics like @edzitron and @citrini warn about concentration risk and the human cost of AI.

Tickers to watch

• $BE — Added to the S&P 500, and the chatter is loud. @CKCapitalxx and @KawzInvests flagged the index inclusion; @labubu_trader sold the position into the news but stays long-term bullish.
• $SNDK / $MU — Memory names ripping again. @hanking66 notes SanDisk up 11% vs. Micron up 4% and says Micron's "turn" is coming with earnings and buybacks ahead. @aleabitoreddit says the memory demand deficit is 40-60% and prices could rise 50% by year-end.
• $AVGO — Broadcom's AI outlook is the gift that keeps giving. @CKCapitalxx breaks down the gigawatt commitments (Anthropic, OpenAI, Meta) and argues the test-and-packaging layer gets paid no matter who wins.
• $AEHR — The burn-in tester is down 48% from highs despite a strong setup. @CKCapitalxx makes the case that Broadcom's demand schedule means Aehr's customers need its gear this year, not in 2028.
• $ORCL — The OpenAI debt-overhang story is "overdone" per @CKCapitalxx, who says Astra proves the infrastructure spend is working and Oracle is the most levered name into earnings.
• $NOK — @KawzInvests highlights a 100,000-GPU humanoid buildout tied to Nokia, plus a $45B Anthropic data center partnership on Nokia switching. Early days, but the story is building.
• $LULU — @CKCapitalxx flags that the stock is back at a $12B market cap but with 3.5x the revenue of 2018. "Not good," he says.

Also notable

• Anthropic IPO chatter — @firstadopter flags an FT report that the S-1 could land next week at a $2T+ valuation. @jukan05 asks the obvious question: is it worth buying at that price?
• Fed hike odds — @InTheAssembly reports traders now price a 53% chance of a September rate hike after a blowout jobs number. @hanking66 says any hike won't last because this inflation is oil-driven, not like 2022.
• AI in schools — @BillAckman and @InTheAssembly both note NYC and LA school districts banning AI, which @InTheAssembly calls a warning sign for the "education is a huge AI market" thesis.