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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 stock is hitting decade lows amid intense sector pressure from weaker-than-expected earnings across the athletic apparel industry and ongoing concerns over the company's brand relevance and strategic turnaround. The community remains deeply divided, with many debating whether the current price represents a generational buying opportunity for a legacy dividend payer or a 'value trap' reflecting long-term structural decline.

Fabrinet engages in the provision of optical packaging and electronic manufacturing services to original equipment manufacturers. The firm's engineering services include process design, failure analysis, reliability testing, tooling design, and real-time traceability system. Its manufacturing operations offer sensors, subsystems, customized optics, and optical modules and components. The company was founded by David Thomas Mitchell on August 12, 1999 and is headquartered in George Town, Cayman Islands.

Fabrinet

Fabrinet is experiencing high volatility as investors weigh robust quarterly earnings and record revenue growth against concerns over tepid near-term guidance and margin pressure. The community is actively debating the company's valuation and the potential for a technical correction, with many traders closely monitoring institutional activity and AI infrastructure demand as key indicators for its next move.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology Group is currently trending as investors weigh aggressive AI infrastructure expansion against lingering concerns over share dilution and transparency regarding earnings timing. While the community remains sharply divided, active discussions focus on high short interest and the potential for a volatile move surrounding the company's upcoming quarterly results.

Duos Technologies Group, Inc. designs, develops, deploys, and operates intelligent technology solutions supporting rail, logistics, intermodal and government customers that streamlines operations, improves safety and reduces costs. It offers imaging, safety and security, software, and services. The firm also provides cutting edge solutions that automate the mechanical and security inspection of fast moving trains, trucks and automobiles through a broad range of proprietary hardware, software, information technology and artificial intelligence. The company was founded on May 31, 1994 and is headquartered in Jacksonville, FL.

Duos Technologies Group Inc

Duos Technologies is capturing market attention as it shifts toward edge data center infrastructure, highlighted by a significant five-year hosting agreement with Axe Compute valued at over $500 million. The community is actively debating the company's growth trajectory and aggressive infrastructure buildout, weighing the potential for a major valuation re-rate against concerns regarding execution risks and the need for future capital.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon shares are facing intense selling pressure as investors weigh concerns over brand saturation and cooling demand against aggressive insider buying and high-conviction long positions from institutional investors. The community remains deeply divided between those viewing the current valuation as a deep-value opportunity for a long-term turnaround and those bracing for further downside amid broader retail sector weakness.

Klarna Group Plc is a global digital bank and flexible payments provider. It operates through an AI-powered payments and commerce network that empowers people to pay smarter, with a mission to be available everywhere, for everything. The company was founded by Gustav Erik Niklas Adalberth, Karl Anders Victor Jacobsson, and Sebastian Marcin Siemiatkowski in 2005 and is headquartered in London, the United Kingdom.

Klarna Group plc

Klarna is generating significant community interest as investors weigh a major upcoming court verdict against Google alongside potential upside from its new hardware-leasing partnership with Apple. Traders are closely monitoring these catalysts while debating the company's valuation and the broader trend of institutional money rotating back into the fintech sector.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is seeing heavy volatility as investors debate whether the stock's recent sharp rally is driven by strong backlog demand in AI infrastructure or if it has become an overextended play prone to insider selling and potential dilution. The community remains sharply divided, with bulls pointing to the company's monopoly on wafer-level burn-in as a critical AI bottleneck, while bears are aggressively shorting the name based on high valuation multiples and recent insider share divestments.

Amylyx Pharmaceuticals, Inc. is a biotechnology company focused on the discovery and development of therapies for diseases with significant unmet medical need, with an emphasis on endocrine and neurodegenerative disorders. Its program, avexitide, is a once-daily GLP-1 receptor antagonist being developed for the treatment of post-bariatric hypoglycemia. Amylyx’s pipeline also includes investigational programs targeting Wolfram syndrome and amyotrophic lateral sclerosis (ALS). The company was founded by Joshua Cohen and Justin Klee in 2013 and is headquartered in Cambridge, MA.

Amylyx Pharmaceuticals Inc

Amylyx Pharmaceuticals is gaining investor attention ahead of its anticipated Phase 3 LUCIDITY trial results for avexitide, with the community closely tracking the potential for a breakthrough in treating post-bariatric hypoglycemia. Shareholders are expressing strong conviction in the company's robust cash position and the strategic de-risking of its clinical pipeline, fueling speculation about potential acquisition interest from larger pharmaceutical players.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending as investors focus on the company's upcoming Q4 Biologics License Application for its prostate cancer therapy, which the community views as a de-risked asset with significant market potential. The conversation is further fueled by strong institutional interest, including reports of increased stake-building, and anticipation surrounding the company's presentation at the Canaccord Genuity Growth Conference.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund is trending as investors weigh persistent geopolitical tensions in the Strait of Hormuz against ongoing supply inventory builds and market speculation regarding a potential deal with Iran. Community members are actively debating the potential for long-term energy supply shocks, contrasting the administration's claims of progress with reports of escalated military risks and shipping disruptions.

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Jrod89kthx89

$SMCI 🚀 THE VALUATION GAP IS GETTING RIDICULOUS.

Look at the P/E comparison:

🔥 SMCI: 11.85x trailing | 8.89x forward
🔹 HPE: 54.78x trailing | 15.13x forward
🔹 DELL: 39.23x trailing | 25.92x forward
🔹 CRWV: No meaningful P/E — unprofitable
🔹 NBIS: ~1,637x trailing

Now look at SMCI’s fundamentals:

• $11.1B Q4 revenue
• ~93% YoY growth
• $1.70 adjusted EPS
• $65B–$72B FY27 revenue guidance
• ~$39B trailing revenue

Yet the market is pricing SMCI at less than 9x forward earnings.

DELL’s forward multiple is nearly 3x SMCI’s. HPE’s is roughly 70% higher.

That’s the opportunity Bulls are looking at. SMCI doesn’t need a crazy CRWV/NBIS-style valuation. A rerating toward even HPE’s forward multiple would represent roughly 70% multiple expansion, assuming earnings estimates hold.

The market has priced a massive risk discount into SMCI. If execution continues and that discount starts shrinking, the numbers leave plenty of room for upside.

$DELL $HPE $CRWV $NBIS 🔥📈

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Big Timer 15

@Big_Timer what can you do it is what it is?

@Big_Timer either way it’s looking like a wild trading week in name it could go back to 34 to 35 because momentum in close rest of them in our sector selling off so it may continue selling off on Tuesday

 either way it’s looking like a wild trading week in name it could go back to 34 to 35 because momentum in close rest of them in our sector selling off so it may continue selling off on Tuesday

@robertshemanski if you’re waiting for $35, I’m afraid you’ve missed the boat.

 if you’re waiting for $35, I’m afraid you’ve missed the boat.

@Big_Timer I think it’s going to get there selling in sector will increase this week the whole sector will go down I don’t think selling is over in this name

 I think it’s going to get there selling in sector will increase this week the whole sector will go down I don’t think selling is over in this name