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Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

HPEs stronger networking growth outlook and its first AMD Helios AI-rack order for Vultr are driving attention, reinforcing the AI data-center infrastructure story. Traders are broadly bullish on the breakout and recent highs, though some warn of overextension and expect pullbacks or resistance near the highs.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Reports that SpaceX is seeking debt financing to buy Nvidia chips and expand its AI infrastructure dominate discussion, with traders divided over whether the spending could support future growth or add debt and execution risk. Concerns about an upcoming share unlock are adding to bearish sentiment, while some traders view the financing as investment in future revenue rather than dilution.

Solana is a high-performance Layer 1 blockchain designed for mass adoption by providing a fast, secure, and low-cost environment for decentralized applications. It distinguishes itself by scaling globally without the use of complex sharding or multiple layers, instead maintaining a single, unified ledger to avoid liquidity fragmentation. This architecture allows it to process thousands of transactions per second with sub-second finality, often at a cost of less than a penny per transaction.  The network operates on a unique hybrid model that combines Proof of Stake with an innovation called Proof of History, which functions as a decentralized clock to timestamp transactions. This system reduces the need for constant node communication, allowing the Sealevel engine to run non-conflicting smart contracts in parallel across multiple CPU cores. Further efficiency is gained through the Gulf Stream protocol, which reduces confirmation times by forwarding transactions to validators before the current block is finished.  Founded in 2017 by Anatoly Yakovenko, Solana is now supported by the Switzerland-based Solana Foundation and significant institutional investors like Andreessen Horowitz and Polychain Capital. The platform’s native token, SOL, serves as the primary currency for paying transaction fees, participating in network governance, and securing the system through staking.   Solana has also seen significant institutional adoption ranging from spot Solana ETFs to major partnerships including Visa's 2025 launch of USDC settlement on the network and the tokenization of public equity by firms like Galaxy Digital.

Solana

Solana is drawing attention for choppy consolidation near resistance, with traders split between dip-buying and staking optimism and concerns that the price may slip lower; many are also watching Bitcoins direction for cues on altcoins. A smaller but recurring discussion highlights Solanas new institutional settlement tool developed with JPMorgan input.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists Micron patent-licensing and settlement agreement, valued at $600 million over five years and ending pending litigation, is driving attention. Many traders see the recurring royalties as a major positive and anticipate possible SK Hynix or Google developments, while others question the deal terms and the share-price reaction.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

Seagates selloff is drawing attention amid concerns that Toshibas planned HDD capacity expansion could challenge the tight-supply and pricing-power story; reported competition between Seagate and Toshiba for TDKs magnetic-head business adds uncertainty. Traders debate whether those risks justify the drop, with some pointing to strong AI-storage demand and the lengthy ramp timeline as reasons the reaction may be excessive.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians record Q3 deliveries topped analyst expectations as the R2 ramp gained momentum, but the company reaffirmed rather than raised its full-year delivery outlook. Traders are divided between viewing the volume growth as evidence of progress and seeing the post-report selloff as a sell-the-news reaction amid continued concerns about profitability and cash burn.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOIs sharp rally is drawing attention after the company completed its at-the-market share sale, which traders view as removing a source of dilution-related selling pressure. Bulls point to renewed momentum and demand for AI-related optical connectivity, while others caution that the fast run may be overextended and vulnerable to a pullback.

Corteva, Inc. is a global pure-play agriculture company that combines innovative technologies, high-touch customer engagement and operational execution to profitably deliver solutions for the world's most pressing agriculture challenges. It generates advantaged market preference through its unique distribution strategy, together with its balanced and globally diverse mix of seed, crop protection, and digital products and services. The company leverages recognized agricultural brands and a robust technology pipeline to maximize productivity for farmers while working with stakeholders throughout the food system to fulfill its promise of enriching the lives of those who produce and those who consume, ensuring progress for generations to come. Corteva was founded in 1802 and is headquartered in Indianapolis, IN.

Corteva Inc

Cortevas post-spin crop-protection business drew attention after JPMorgan upgraded the stock, calling the standalone company undervalued. Traders also cited the S&P MidCap 400 inclusion and related index flows, while bullish value arguments and expectations of a rebound competed with concerns about the business and litigation risks.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells Investor Day revenue outlook, raised on expected AI data-center demand for custom silicon and interconnect, is driving attention. Many traders welcomed the growth ambitions, while others pointed to profit-taking, sharp intraday swings, and concerns that optimism may be getting ahead of fundamentals.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Analyst upgradesespecially Melius Researchs bullish reassessment of Microsofts AI positionare driving attention, with traders focused on Azure growth, AI monetization, and Microsofts enterprise security and governance role. Optimism is tempered by debate over elevated valuations and AI spending, as well as frustration with the stocks repeated struggles around resistance.

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$NVAX  FDA document - Urgent need to approve  Novavax

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Novavax Inc

  FDA document - Urgent need to approve  Novavax

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Juan Maldonadk

@Maldo76   As posted by the US FDA as their official document, dummie

Excalibur Rex

   As posted by the US FDA as their official document, dummie

@ay8888 as i understand this part is writen by NVAX to FDA? Or am i wrong? 
 
found it here: https://twitter.com/Alexander_Tin/status/1532715475481808896

Huanmian Chen

The @US_FDA has posted a draft agenda and briefing documents ahead of its VRBPAC meeting on Monday to weigh @Novavax's vaccineThey are scheduled to vote by 5 PM EThttps://t.co/9Td6dwsyAg pic.twitter.com/cYU3mjdo3l

Twitter

Alexander Tin on Twitter: "The @US_FDA has posted a draft agenda and briefing documents ahead of its VRBPAC meeting on Monday to weigh @Novavax's vaccineThey are scheduled to vote by 5 PM EThttps://t.co/9Td6dwsyAg pic.twitter.com/cYU3mjdo3l / Twitter"

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 as i understand this part is writen by NVAX to FDA? Or am i wrong? 
 
found it here: 