Mag 7 sell-off, Wiz rejects Google, UBI, Kamala in, China's nuclear buildout, Sacks responds to PG – All-In with Chamath, Jason, Sacks & Friedberg

Bullish:

$WIZZ - Wizz has declined Google's offer and intends to IPO, aiming for significant ARR growth.
$GOOGLE CLOUD (GCP) - Google's cloud revenue growth has been impressive, with a strong run rate for the year.
$AMAZON (AWS) - Cloud service providers, including AWS, are performing well with strong growth.
$MICROSOFT (AZURE) - Microsoft Azure is expected to perform well alongside other major cloud service providers.
$TESLA (TSLA) - Tesla experienced a drop after missing earnings but had a significant run-up earlier in the year.
$NVIDIA (NVDA) - NVIDIA saw a decline but had a substantial increase earlier in the year.
$META (META) - Meta experienced a decline but had a significant run-up earlier in the year.
$CROWDSTRIKE (CRWD) - CrowdStrike faced challenges with a significant drop in share price after issues with Windows machines.
$PALO ALTO NETWORKS (PANW) - Wiz's growth could potentially place it in the same market cap range as Palo Alto Networks in the future.