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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

Micron is under pressure as traders worry that post-election calls for tighter AI regulation could slow data-center construction and weaken demand for AI-related memory chips. The community is split between those who see the selloff as an overreaction with memory demand intact and those warning that slower AI spending or a peak in the memory cycle could bring further declines.

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 under pressure amid fears that the post-election political landscape could bring tighter AI regulation and data-center permitting delays, slowing infrastructure spending; concerns about the sustainability of AI capex and circular financing add to the debate. Traders are split between seeing a broader risk to chip demand and treating the selloff as an overreaction, arguing that projects and GPU demand could shift elsewhere.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snaps quarterly report missed revenue and daily-active-user expectations, while advertising growth remained sluggish, prompting a sharp post-earnings selloff and criticism of management. Traders are split: bears focus on weak user and ad trends and the shift toward MAUs as a reported metric, while bulls point to improved profitability, cash flow, subscriptions, and the companys outlook.

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 selling off with memory and AI-linked chip stocks as Democratic gains in Congress fuel trader concerns that tighter AI and data-center rules could slow future infrastructure buildouts. Bulls call the move an overreaction and point to continued memory demand, while bears warn of prolonged weakness in the AI trade and memorys cyclical risks.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsiuss quarterly results beat expectations, but gross-margin compression and declining sales for its core brand tempered the report. Traders are weighing strong Alani Nu and international growth against those pressures, with reactions split between enthusiasm over the earnings beat and concern about margins and the flagship brand.

Xeris Biopharma Holdings, Inc. is a biopharmaceutical company, which engages in developing and commercializing products across a range of therapies. Its products include Gvoke, Keveyis, and Recorlev. Gvoke is a ready-to-use liquid glucagon for the treatment of severe hypoglycemia. Keveyis is the therapy approved in the United States to treat hyperkalemic, hypokalemic, and related variants of primary periodic paralysis (PPP). Recorlev is a cortisol synthesis inhibitor approved for the treatment of endogenous hypercortisolemia in adult patients with Cushing’s syndrome. The company was founded by Steven Prestrelski in 2005 and is headquartered in Chicago, IL.

Xeris Biopharma Holdings Inc

Reported Lundbeck takeover interest has fueled heavy speculation about a possible bid or bidding war, though Xeris has said it is not for sale and traders disagree on whether a deal is likely. The debate is reinforced by optimism about Recorlevs growth and XP-8121s Phase 3 prospects, alongside skepticism about the long development timeline.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is drawing attention amid a sharp semiconductor selloff, with traders debating whether fears of tighter AI and data-center regulation after the midterm results are justified; weak reactions to chip-company earnings are also cited. Some see the decline as an overdone, oversold move and are buying for a bounce, while others expect more downside and warn that the funds 3x leverage magnifies volatility.

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

Unitys quarterly results beat expectations, marking its first GAAP-profitable quarter, with upbeat guidance and strong Vector advertising growth driving attention. Traders largely celebrated the results as a potential business inflection, while some questioned whether the rally was excessive and how sustainable the growth will be.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Jobys quarterly revenue beat and raised outlook, alongside progress in FAA certification testing and aircraft production, are drawing attention. Bulls view the update and expanding defense work as signs of execution, while skeptics question how quickly certification and commercial operations can advance amid ongoing cash burn.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomms multi-year agreement to supply chips and software for Starlink Mobiles planned 5G network is drawing attention as a potential growth avenue beyond smartphones. Traders see diversification upside, but debate remains focused on whether that opportunity and data-center growth can offset handset weakness and cost pressure highlighted in the earnings discussion.

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$SLS 

If tomorrow should be the day, and WE would get some evidence, where SLS is standing, I would be very fine with the all at once approach:

Clearity regarding Cash and exercised warrants 

Some insights, If SLS already received one or more initial bidings from Big Pharma

Evidence, which Events occured so far. Did REGAL already reached the 80ths event count? If not, fine as well.

Could be a huge and very special day, tomorrow. I mean, I am not in hurry. If REGAL wouldn&#39;t have reached the 80th event, the world will still rotate AS usual.

I am just expecting some insights, get needed clearity. Will take IT, as it comes.

💎🚀🦄🌴☀️💯

Good luck all longs. Fingers crossed, that we all interpreted the cake crumbs received in the correct way. Special thanks to all the great bullish people here  on ST who shared all their findings, work, due dilligence, research, calculations including odds and last but not least their price targets. 40 Billions. I am still a believer that this price target may turn into reality. At least 40 Billions.
Still wondering a bit, what all the guys on this board would do, if this plays out as expected. I enjoyed the time spent with SLS, so far...but unsere, how I will spend my time instead of reading SLS posts...😜

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SELLAS Life Sciences Group Inc

 

If tomorrow should be the day, and WE would get some evidence, where SLS is standing, I would be very fine with the all at once approach:

Clearity regarding Cash and exercised warrants 

Some insights, If SLS already received one or more initial bidings from Big Pharma

Evidence, which Events occured so far. Did REGAL already reached the 80ths event count? If not, fine as well.

Could be a huge and very special day, tomorrow. I mean, I am not in hurry. If REGAL wouldn't have reached the 80th event, the world will still rotate AS usual.

I am just expecting some insights, get needed clearity. Will take IT, as it comes.

💎🚀🦄🌴☀️💯

Good luck all longs. Fingers crossed, that we all interpreted the cake crumbs received in the correct way. Special thanks to all the great bullish people here  on ST who shared all their findings, work, due dilligence, research, calculations including odds and last but not least their price targets. 40 Billions. I am still a believer that this price target may turn into reality. At least 40 Billions.
Still wondering a bit, what all the guys on this board would do, if this plays out as expected. I enjoyed the time spent with SLS, so far...but unsere, how I will spend my time instead of reading SLS posts...😜