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Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is experiencing a parabolic rally driven by explosive demand for AI-enabling memory and storage, fueled further by the launch of high-capacity data center SSDs and systemic supply constraints. Community sentiment is overwhelmingly bullish, with investors actively discussing the stock's re-rating potential, persistent supply-demand imbalances, and the belief that the company remains undervalued relative to its forward earnings potential despite the rapid price surge.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is experiencing an explosive rally driven by an AI-fueled NAND flash memory shortage and major analyst price target upgrades, with the community actively debating whether the stock is in a sustainable supercycle or a speculative bubble reminiscent of past market manias. While some investors are aggressively scaling into long positions to capitalize on massive data center demand, many are expressing concern over extreme valuations and are actively searching for signs of a potential short squeeze or reversal.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X Shares

Direxion Daily Semiconductor Bear 3X Shares (SOXS) is trending as frustrated investors navigate a relentless semiconductor bull run that has left many short-position holders facing significant losses. The community is actively debating whether the current AI-driven rally represents a historic valuation bubble nearing a correction or an unstoppable momentum trend, with many traders discussing aggressive dollar-cost averaging strategies and the inherent decay risks of holding a leveraged ETF.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is facing intense downward pressure and volatility, fueled by investor frustration over stagnant stock performance and skepticism regarding the effectiveness of its buyback program. While bulls highlight the company's strong subscriber base and long-term value, the community remains divided, with many actively trading the stock as a short-term setup amid concerns over insider selling and weakening technical support levels.

Skycorp Solar Group Ltd. is a holding company which designs, develops, manufactures and sells solar PV products and solar power system solutions services, through its indirectly wholly owned subsidiary. Its products include One-stop Solar system, Inverter, LFP Battery, Balcony Storage, and PV Cable. It operates through the following segments: Solar PV Products, High Performance Computing Products, and Others. The Solar PV Products segment includes servers, photovoltaic cable, and photovoltaic connectors. The High Performance Computing Products segment refers to the HPC servers and accessories delivered to the customers. The company was founded on January 19, 2022 and is headquartered in Ningbo, China.

Skycorp Solar Group Ltd. - Ordinary Shares - Class A

Skycorp Solar Group Ltd.

Skycorp Solar Group Ltd. is surging following the announcement of a strategic acquisition to gain full control of Nanjing Cesun Power and an accompanying private placement. Community members are actively debating the sustainability of the rally, with strong conviction around potential short squeezes due to the low float and high borrowing costs.

Digi Power X, Inc. is a block chain technology company, which engages in crypto currency mining. It focuses on validation through mining, hosting solutions, and blockchain software solutions. It operates through the following segments: Cryptocurrency Mining, Sales of Energy and Electricity, and Colocation Services. The company was founded on February 18, 2017, and is headquartered in Miami, FL.

Digi Power X Inc. - Ordinary Shares (Sub voting)

Digi Power X is trending following the execution of a multi-year master services agreement with Cerebras Systems for an AI data center campus, a deal with a potential value reaching billions. Investors are actively debating the company's valuation relative to its new contract, comparing it to other AI infrastructure players, while discussing the potential for stock dilution and the long-term impact of this high-profile partnership.

Applied Digital Corporation

Applied Digital is trending as investors react to the company securing a massive 300 million dollar bridge financing facility led by Goldman Sachs to accelerate its high-performance AI data center buildout. The community is actively debating the stock's valuation and long-term potential, with many discussing the strategic implications of the recent cloud business spinoff while monitoring sector-wide capital rotation into infrastructure providers.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is seeing intense volatility as investors weigh a blowout earnings report and raised guidance against concerns over the company's premium valuation and sector-wide AI skepticism. While the community remains deeply divided, many are debating whether the dip represents a major buying opportunity or a necessary correction toward more sustainable price levels.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is experiencing significant investor scrutiny as shareholders demand clarity on contract execution and revenue conversion ahead of the upcoming earnings report. The community remains divided between long-term optimism regarding the drone sector's potential and deep skepticism toward management's communication style, particularly regarding the timing and materiality of defense partnerships.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

Direxion Daily Semiconductor Bull 3X Shares (SOXL) is trending as traders debate whether the recent aggressive gains driven by massive data center investment and AI infrastructure spending represent a sustainable super-cycle or a speculative bubble nearing a reversal. Community discussion is sharply divided, with bulls pointing to robust capital expenditures as proof of long-term upside, while bears warn of technical overextension, potential decay, and historical patterns that typically precede sharp corrections.

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U.S. Weekly Initial Jobless Claims (thousands, seasonally adjusted):

$STUDY

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U.S. Weekly Initial Jobless Claims (thousands, seasonally adjusted):



Dallman Ross

Terrance Deovr

@bearcharts Sheesh how do I go long on this #jokes

@bearcharts 
No fear America! Steve and Eydie are ready and willing to print up some more greenbacks 😬

Strumok

Dimitri Drake

 
No fear America! Steve and Eydie are ready and willing to print up some more greenbacks 😬

sumolove

Jimmy TwoShoes

@bearcharts Good lord. I wonder what that would look like if you had data leading into the Depression.

Nuoilo24h

 Good lord. I wonder what that would look like if you had data leading into the Depression.

@bearcharts Is there a link for this chart to share with others. It literally floored me. Thank you!

 Is there a link for this chart to share with others. It literally floored me. Thank you!

@eightfoldpath I first saw it here: https://twitter.com/ClayTravis/status/1246287300901974017
and I did a reverse image-search. I saw a couple of people (only) had it. But it says (lower-left) right on the image, including on my copy, who the originator is: @lenkiefer on Twitter.

Twitter&#39;s &quot;GIFs&quot; are not GIFs; they&#39;ve been massaged into videos that don&#39;t show up graphically on @Stocktwits. But GIF-maker services can turn them (back?) into a GIF (which does show up that way on ST), and that&#39;s what I did.

You can use mine if you want, of course. https://charts.stocktwits.com/production/original_204670355.gif

Twitter

Clay Travis on Twitter

Stocktwits


and I did a reverse image-search. I saw a couple of people (only) had it. But it says (lower-left) right on the image, including on my copy, who the originator is: 

 on Twitter.

Twitter's "GIFs" are not GIFs; they've been massaged into videos that don't show up graphically on 

. But GIF-maker services can turn them (back?) into a GIF (which does show up that way on ST), and that's what I did.

You can use mine if you want, of course. 

@eightfoldpath @lenkiefer Now I found Len Kiefer&#39;s original. He&#39;s definitely worth a follow! http://lenkiefer.com/2020/04/03/us-labor-market-update-april-2020/

Today the U.S. Bureau of Labor Statistics released its monthly employment situation summary for March 2020. While many were expecting the U.S. labor market to show some weakness as the U.S. economy shuts down to battle COVID-19, the magnitude of the contraction surprised many.

Lenkiefer

US Labor Market Update

 Now I found Len Kiefer's original. He's definitely worth a follow! 

@bearcharts @lenkiefer Danke for this and for all your posts. 
You are truly a daily  bright spot 🙏

 Danke for this and for all your posts. 
You are truly a daily  bright spot 🙏