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Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is experiencing a massive, sentiment-driven rally following an earnings report that the community is viewing as a landmark moment for its AI data center growth. While bulls are celebrating what they describe as a structural shift and potential for further gains, a significant portion of the community is debating whether this parabolic move reflects legitimate long-term momentum or a bubble-like extension fueled by intense FOMO and short-covering.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer (SMCI) is experiencing significant volatility following an earnings report that featured a revenue miss but a notable beat on profitability and improved gross margins, fueling intense debate between traders anticipating a short squeeze and those citing concerns over high debt and cash burn. Community discussion is heavily divided between retail investors celebrating the potential for a rebound and vocal bears who remain skeptical of the company's financial transparency and ongoing legal overhangs.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is currently facing intense retail frustration and downward price pressure as investors rotate capital into other semiconductor stocks, despite the company remaining a dominant leader in the AI infrastructure space. Community sentiment is largely driven by a growing disconnect between the company's strong fundamentals and its sideways market performance, with traders closely monitoring upcoming earnings as a potential catalyst for a renewed rally.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending as retail investors rally behind potential catalysts like global expansion and upcoming data presentations, while expressing intense frustration with ongoing short interest. The community is closely monitoring executive activity and institutional buying, viewing the stock's recent price action as a setup for a potential squeeze.

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 seeing intense investor focus as it hits all-time highs, fueled by an insatiable demand for HBM and enterprise SSDs amidst a persistent semiconductor supply crunch. The community is sharply divided between bulls betting on massive rerating potential and extended AI-driven growth, and bears warning that the current momentum resembles a parabolic bubble ripe for a correction.

Berkshire Hathaway, Inc. is a holding company, which engages in the provision of property and casualty insurance and reinsurance, utilities and energy, freight rail transportation, finance, manufacturing, and retailing services. It operates through the following segments: Insurance, Burlington Northern Santa Fe, LLC (BNSF), Berkshire Hathaway Energy (BHE), Pilot Travel Centers (PTC), Manufacturing, McLane, and Service and Retailing. The Insurance segment includes the underwriting of GEICO, Berkshire Hathaway Primary Group, and Berkshire Hathaway Reinsurance Group. The BNSF segment involves the operation of railroad systems. The BHE segment focuses on regulated electric and gas utility, power generation and distribution, and real estate brokerage activities. The PTC segment consists of managing travel centers and marketing of wholesale fuel. The Manufacturing segment refers to industrial, consumer and building products, home building, and related financial services. The McLane segment covers the wholesale distribution of groceries and non-food items. The Service and Retailing segment relates to the provision of shared aircraft ownership programs, aviation pilot training, electronic components distribution, retailing businesses, automobile dealerships and trailer, and furniture leasing services. The company was founded by Oliver Chace in 1839 and is headquartered in Omaha, NE.

Berkshire Hathaway Inc. - Ordinary Shares - Class B

Berkshire Hathaway is trending as shareholders express frustration over underperformance relative to the broader market and a lack of aggressive capital deployment despite a record-setting cash hoard. Discussion is focused on the transition to CEO Greg Abel and heated community debates over whether the company's defensive posture is a prudent hedge against a potential market crash or a failure to adapt to modern growth trends.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is driving intense community debate as investors weigh the company's Q1 earnings report, which highlighted a shift in strategy including potential Bitcoin sales to fund operations. While some traders view the stock as a prime leverage vehicle for a Bitcoin bull run, others express skepticism regarding the company's mounting debt, share dilution, and the sustainability of its business model.

Roundhill ETF Trust - Roundhill Memory ETF

The Roundhill Memory ETF ($DRAM) is trending as investors aggressively capitalize on a semiconductor supercycle driven by explosive AI-related demand for HBM and NAND storage. The community is highlighting the ETF as a unique opportunity to gain exposure to global memory giants like Samsung, SK Hynix, and Micron, with many participants viewing memory as a structural bottleneck that will sustain long-term pricing power and sector growth.

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)

Tilray Brands, Inc. engages as a consumer packaged goods company, which focuses on medical cannabis research and the cultivation, processing, and distribution of cannabis products worldwide. It operates through the followings segments: Cannabis, Distribution, Beverage, and Wellness. The Cannabis segment focuses on cultivation, production, distribution, and sale of both medical and adult-use cannabis products. The Distribution segment is involved in purchase, resale, and distribution of pharmaceutical and wellness products. The Beverage segment refers to the production, marketing, and sale of beverages. The Wellness segment represents the production, marketing, and distribution of hemp-based food and other wellness products. The company was founded on January 24, 2018 and is headquartered in Leamington, Canada.

Tilray Brands Inc

Tilray Brands is facing significant downward pressure and intense community frustration driven by persistent share dilution, negative sentiment toward CEO Irwin Simon's strategic pivot into craft beer, and ongoing legal concerns. While retail investors remain sharply divided between those calling for management changes and others optimistic about potential U.S. rescheduling catalysts, sentiment remains dominated by bearish technical patterns and skepticism regarding the company's ability to capitalize on federal policy changes.

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$AMRN FDA will clear path for expanded indication. 30-day letter vs. open-ended delay has been favorable in other situations I&#39;ve seen

John Avery

Bruce

Mark Roth

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Amarin Corp - ADR

 FDA will clear path for expanded indication. 30-day letter vs. open-ended delay has been favorable in other situations I've seen

Stephen Rosenman

@stephenrosenman keep grasping those straws my man....you are resilient

 keep grasping those straws my man....you are resilient

@stephenrosenman what about 300m shelf? comments plz

GucciGucciGucci

@stephenrosenman SR we saw another 30 day delay in December on the first appeal that was denied, why is this different? $AMRN

 SR we saw another 30 day delay in December on the first appeal that was denied, why is this different? 

mrmainstreet

@stephenrosenman And what is your take on the $300 million shelf offering? Will they exercise at these prices?

 And what is your take on the $300 million shelf offering? Will they exercise at these prices?

Justin Hill

@stephenrosenman might be waiting for ACA/AHA to modify guidelines to include HTGs and APOC3 for  CYA (rumor is they are) $AMRN

Mike Everts

 might be waiting for ACA/AHA to modify guidelines to include HTGs and APOC3 for  CYA (rumor is they are) 

John

@stephenrosenman Is CDER CYA for Jenkins/defendable in ct for &quot;no&quot;? Or CYA inside FDA for o&#39;ruling other employees  and granting &quot;yes&quot;?odds?

 Is CDER CYA for Jenkins/defendable in ct for "no"? Or CYA inside FDA for o'ruling other employees  and granting "yes"?odds?

Joseph Facer

@stephenrosenman what are the other situations you have seen ?

 what are the other situations you have seen ?

Repero

@stephenrosenman Steve has been wrong for the same reason we all have: corrupt and inept government officials.

 Steve has been wrong for the same reason we all have: corrupt and inept government officials.