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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 stronger outlook, alongside expectations for tight memory supply through fiscal 2027 and 2028 amid AI demand, are driving attention. Traders are divided over the stocks muted reaction: bulls see durable growth, while skeptics point to earnings already priced in, memory-cycle risk, and market headwinds.

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

Nike is drawing attention ahead of its fiscal Q1 earnings, with traders focused on whether guidance can show turnaround progress amid weak demand, China challenges and intense competition. Bearish voices expect further downside, while contrarian bulls point to the steep selloff and reported record short interest as potential fuel for a rebound.

JasmyCoin is based on the ERC 20 standard. The token can also be used by an unspecified number of individuals and businesses to transfer tokens using digital devices as proof of value exchange or payment for services. By not limiting its usability, the token can have a wide range of purposes.

JasmyCoin

Panasonic Advanced Technologys collaboration with Jasmy and JANCTION on Smart Rendera distributed-GPU rendering product moving toward commercial useis the main catalyst drawing attention. Bulls see it as evidence of real development, while skeptics question whether the work will create demand for JASMY tokens and warn that the price move could fade.

Armada Acquisition Corp. II is a blank check company, which engages in the purpose of effecting a merger, share exchange, asset acquisition, share purchase, recapitalization, reorganization or other similar business combinations with one or more businesses. The company was founded on October 3, 2024 and is headquartered in Miami, FL.

Armada Acquisition Corp. II - Ordinary Shares- Class A

Evernorth Holdings Inc.

Evernorths SPAC merger approval and transition to Nasdaq trading under XRPN are driving attention, with traders focused on its planned XRP treasury and potential exposure to the token. Enthusiasm over the XRP-linked play and warrants is tempered by debate over redemptions, dilution, valuation, and the risks of a newly merged SPAC.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

BlueBird 1416 have shipped toward Cape Canaveral, while traders are also celebrating reports that BlueBird 11 is fully deployed. Bulls see the updates as evidence of progress, but skeptics point to the lack of a launch date and concerns about launch cadence; separate buyout chatter remains speculation.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuits shares are under pressure after its fiscal 2027 outlook fell short of expectations despite a quarterly earnings beat, with slower projected growth and concerns about customer acquisition and TurboTax pricing weighing on sentiment. Traders are divided between viewing the selloff as a buying opportunity in a profitable business and fearing that AI and lower-cost tax alternatives could erode growth and market share.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB shares are drawing attention after CEO CJ Desais abrupt departure for Meta triggered a steep selloff ahead of Investor Day; the rebound has been fueled by the return of former CEO Dev Ittycheria as interim chief, reaffirmed guidance, AI product announcements, and an expanded buyback authorization. Traders remain split between viewing the leadership disruption as a lingering risk and treating the drop as an overreaction to a business they see as fundamentally intact.

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 selloff is centered on Wells Fargos view that a recent jump in advertising-pixel installs may be a false start, with many new sites reportedly showing little traffic and offering weak evidence of e-commerce growth. Bulls call the analysis an overreaction and point to the companys profitability and expansion prospects, while bears worry about slowing growth, competition from Unity, and further downside.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

A global bond selloff and surging Treasury yields are driving concern that higher borrowing costs could pressure stocks, despite cooler inflation data and optimism around AI-related earnings. Traders are split between expecting more downside and viewing the swings as a buying opportunity, with sharp rallies and reversals fueling debate over whether equities can withstand the rate pressure.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Traders are focused on reports that Tencent will lease Oracle data-center capacity in Southeast Asia for AI workloads, gaining access to advanced chips; the deal is seen by bulls as validation of OCI demand and a way to broaden Oracles customer base beyond OpenAI. Others question the deals economics and whether it meaningfully eases debt and infrastructure-spending concerns, while noting Oracle has struggled to hold gains.

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$STWD this one&#39;s been rock steady. Was waiting for a re-entry.  Bought a couple for the Roth at eod at $18.92.   Nice to have this one again

K.M.

Cash

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Starwood Property Trust Inc

 this one's been rock steady. Was waiting for a re-entry.  Bought a couple for the Roth at eod at $18.92.   Nice to have this one again

Rob K

@princerobk I had this for 5 yrs and UVV for 3. Might combine and go with $RNTY.  Not sure yet just tossing ideas at the moment.

Tidal Trust II - YieldMax Target 12 Real Estate Option Income ETF

 I had this for 5 yrs and UVV for 3. Might combine and go with 

.  Not sure yet just tossing ideas at the moment.