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AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins sharp selloff is being tied to Wells Fargos view that a recent jump in e-commerce Pixel installs may be a false start, since many new sites reportedly have little measurable traffic. Traders are split between seeing the data and competitive concerns as signs of slower growth, and viewing the analyst assessment as an overreaction while buying the dip.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. 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

Microns record quarterly results and upbeat guidance, backed by AI-driven memory demand and expectations of tight supply through 2028, are driving attention. Traders are debating why the stock has fallen or barely reacted: some see a sell-the-news move after a sharp run-up, while others point to margin and capital-spending concerns and elevated bond yields.

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 completed spin-off of its seed business into Vylor is driving attention: CTVA now represents the standalone crop-protection business, and the sharp share-price reset has left traders debating whether post-spin selling has overshot or reflects value shifting to VYLR and risks remaining with Corteva.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nikes fiscal Q1 earnings and management outlook are the focus as the shares trade near long-term lows. Traders are divided between a further decline amid turnaround and demand concerns and a relief rally or short squeeze if results or guidance show progress; reported record-high short interest adds to the debate.

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

Anticipation around Rivians Q3 production and delivery update, alongside the R2 ramp and planned second shift, is driving attention. Traders are split between expectations that rising production and strong R2 demand will support growth and concerns about a delivery shortfall, supplier constraints, and Rivians ability to execute.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstarts prolonged selloff and repeated 52-week lows dominate discussion, with traders citing rising yields and inflation concerns as pressure on its lending business and debating the companys debt and funding risks. Some bulls point to the CEOs share purchase and business-growth prospects as reasons for a potential rebound, but sentiment is broadly bearish.

Unusual Machines, Inc. is a development stage technology company, which engages in the provision of drone solutions with a focus on first-person view (FPV) technology. It offers products to entertainment, recreation, and competitive racing industries. The company was founded on July 11, 2019, and is headquartered in Orlando, FL.

Unusual Machines Inc

UMAC is drawing attention amid a sharp, volatile pullback, with traders speculating about an offering but no such move confirmed. Discussion also centers on hoped-for Pentagon drone funding and contracts: dip-buyers point to growing autonomous-warfare demand, while frustrated holders want concrete awards rather than expectations.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

IWM is drawing attention for its sharp underperformance as rising Treasury yields and renewed rate-hike concerns weigh on rate-sensitive small caps, while mega-cap technology has held up better. Traders are divided between expecting further weakness around the 200-day moving average and looking for an oversold bounce if yields ease.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Traders are focused on Unitys relationship with Meta and Metas VR and AI game-creation announcements, debating whether Unitys continued platform support and partnership are a positive or whether Metas tools could become a competitive threat. Heavy call-option activity and buyout speculation have amplified the volatile trading, but no deal or other new catalyst is confirmed.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Googles Gemini 4 Argon launch is driving attention, with traders highlighting its reported coding and cybersecurity capabilities while debating whether it can restore Alphabets standing in the AI race and translate into revenue. Reactions are split: some see the model as a bullish catalyst, while others question the claims and point to choppy price action and gains that have been hard to sustain.

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$ABNB 5.5% in 3.5 years. underperforming tbills

SmartestMoney (Retired)

T. Stonk

Prat_

George Ponderevo

Roger

RookyMoves

alankr

Jose Andres Sanabria Rios

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Airbnb Inc

 5.5% in 3.5 years. underperforming tbills

Ethan

sapere aude

Chef Mike

@50bps @ponderevo hotels trading 40x 
ABNB 30 x 
Something has to give

StockTwits for iOS

 hotels trading 40x 
ABNB 30 x 
Something has to give

@rxptgh @ponderevo few pure plays, but still better options out there $BEDZ

AdvisorShares Hotel ETF

 few pure plays, but still better options out there 

@rxptgh @ponderevo in the end, each to their own. have at it. maybe it pays

 in the end, each to their own. have at it. maybe it pays

@50bps @rxptgh wow, surprised VICI has gone nowhere for the past year with those numbers

 wow, surprised VICI has gone nowhere for the past year with those numbers

@ponderevo @rxptgh vici fairly valued at current levels, but id buy the snot out of it on a pullback

 vici fairly valued at current levels, but id buy the snot out of it on a pullback