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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 currently the focus of intense investor debate as the stock faces volatile price action and sector-wide semiconductor rotations. Community members are actively analyzing the stock's role in the ongoing AI compute cycle, balancing bullish sentiment around institutional support and long-term expansion potential against cautionary warnings regarding high valuation multiples and broader market uncertainty.

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

Rivian is trending as investors react to a stronger-than-expected production and delivery report, which sparked optimism regarding the company's operational execution and the high demand for its new R2 model. The community is actively debating the stock's potential for a major short squeeze and comparing the company's growth trajectory to industry leaders, while monitoring upcoming financial results as a key catalyst for further momentum.

Re is an internet-native marketplace for insurance capital. It connects eligible capital providers with fully collateralized reinsurance activity conducted through licensed insurance entities. Blockchain infrastructure makes collateral, reserves, and selected operating data verifiable onchain. RE is the governance token of the Re Protocol. It governs protocol upgrades, technical permissions, committee formation, reporting standards, incentive policy, and governance procedures. Underwriting, claims, pricing, reserve decisions, and regulated operations remain with qualified professionals and licensed entities.

RE is capturing significant attention as investors react to its recent listings on major trading platforms and a growing narrative around its potential in the real-world asset and insurance infrastructure sectors. The community is actively debating the token's utility, monitoring whale activity, and weighing the merits of long-term holding against short-term volatility.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is experiencing significant market attention due to its status as a high-short-interest stock, with retail investors discussing the potential for an explosive short squeeze driven by upcoming earnings and strategic enterprise growth. Community sentiment remains divided between optimistic traders betting on a technical breakout and skeptics concerned about long-term dilution and the stock's recent performance.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending as investors react to a sharp decline in share price, driven by negative sentiment regarding a large executive compensation package and broader market rotation out of the data center and AI infrastructure sector. Community discussion is polarized, with some bulls emphasizing long-term thesis integrity and potential Anthropic partnership rumors, while others are critical of recent management decisions and perceived shareholder dilution.

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 experiencing intense volatility driven by a rapid unwind of crowded memory sector positions and broader semiconductor profit-taking. While short-term sentiment has turned cautious following a sharp price correction, the community remains divided between those bracing for a deeper cyclical downturn and long-term bulls highlighting structural AI infrastructure demand as a foundational recovery catalyst.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit is trending as traders debate its potential as a long-term data monetization play amid speculation over future AI licensing deals and structural support levels. Community sentiment remains highly polarized, with active discussions focusing on institutional accumulation, technical consolidation, and the stock's high volatility relative to broader software sector rotations.

Churchill Capital Corp. XI is a blank check company. It was formed for the purpose of effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded by Michael Stuart Klein on June 4, 2025 and is headquartered in New York, NY.

Churchill Capital Corp XI - Ordinary Shares - Class A

Churchill Capital Corp XI is trending as investors gain exposure to the humanoid robotics space through its merger with Agility Robotics, a pure-play firm backed by major institutional players like Nvidia and Amazon. Community discussion is focused on the potential for massive long-term growth in the industrial automation sector, balanced by the high volatility typically associated with SPAC-structured companies.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

Marathon Digital Holdings is currently a focal point for community debate regarding its strategic pivot from pure-play Bitcoin mining toward AI infrastructure and high-performance computing data centers. While some investors remain skeptical of management's track record and share dilution, others are closely monitoring potential upcoming contracts and infrastructure partnerships as key catalysts for a potential rebound.

Shiba Inu (SHIB) is a decentralized, community-led cryptocurrency ecosystem built on the Ethereum blockchain. Originally launched as a meme-based project, it has evolved into a comprehensive financial ecosystem designed to offer a decentralized alternative to traditional banking. Its main value proposition lies in its transition from a social phenomenon into a functional utility network, supported by a vast global community known as the ShibArmy and a commitment to 100% community ownership with no central leadership.  The ecosystem features its own decentralized exchange, ShibaSwap, where users can trade, provide liquidity, and earn rewards. To address Ethereum’s high costs and slow speeds, the project utilizes Shibarium, a Layer 2 scaling solution that processes transactions faster and more affordably.  The project employs a unique three-token model to manage its economy and governance. SHIB serves as the primary currency for trading and payments, while LEASH offers scarcity-based incentives for dedicated supporters. BONE acts as the governance token, allowing holders to vote on proposals through the Doggy DAO and serving as the native gas token for the Shibarium network.

Shiba Inu

Shiba Inu is currently under intense scrutiny as a polarized community debates its long-term viability, with some investors aggressively accumulating on dips while others criticize the project's utility and performance compared to newer meme coins. The conversation is dominated by contrasting sentiment between loyalists holding for future rallies and vocal skeptics who dismiss the token as a stagnant asset.

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

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Apple Inc.

Tesla Inc

Microsoft Corporation

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$CLF Looks like Bank of America analyst has departed the firm effective 19 July; Steelmagadden is gonzo!

From BAC document:

Coverage of the following equity securities has been placed under Extended Review due to analyst departure. 

Investors should not rely upon our previously published reports, recommendations, price objective, or estimates.

Table 1: Equity coverage placed under Extended Review
The equity coverage of the following companies have been placed under Extended Review
19 July 2021
Equity
United States
US Equity Research Management
BofAS
   Company
Alcoa Corp. Allegheny Tech Cleveland-Cliffs Commercial Metals Freeport-McMoRan Martin Marietta Mate MP Materials
Nexa Resources Nexa Resources Nucor
Reliance Steel Steel Dynamics Teck Resources Teck Resources Ltd US Steel
Vulcan Materials Co
Source: BofAGlobalResearch
Bloomberg Symbol
AA US
ATI US
CLF US CMC US FCX US MLM US MP US NEXA US NEXA CN NUE US RS US STLD US TECK/B CN TECK US
X US VMC US

smallfish

Zachary DeBottis

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Cleveland-Cliffs Inc

 Looks like Bank of America analyst has departed the firm effective 19 July; Steelmagadden is gonzo!

From BAC document:

Coverage of the following equity securities has been placed under Extended Review due to analyst departure. 

Investors should not rely upon our previously published reports, recommendations, price objective, or estimates.

Table 1: Equity coverage placed under Extended Review
The equity coverage of the following companies have been placed under Extended Review
19 July 2021
Equity
United States
US Equity Research Management
BofAS
   Company
Alcoa Corp. Allegheny Tech Cleveland-Cliffs Commercial Metals Freeport-McMoRan Martin Marietta Mate MP Materials
Nexa Resources Nexa Resources Nucor
Reliance Steel Steel Dynamics Teck Resources Teck Resources Ltd US Steel
Vulcan Materials Co
Source: BofAGlobalResearch
Bloomberg Symbol
AA US
ATI US
CLF US CMC US FCX US MLM US MP US NEXA US NEXA CN NUE US RS US STLD US TECK/B CN TECK US
X US VMC US

Mike Smith

All previous BAC analyst reports on CLF have been pulled off the Merrill Lynch research report listings that are available for clients!

@Chnc53 My guess is that some fund wanted an in-house materials analyst. But then you wonder why they would hire a person that called for an event that went the opposite way! As bad as they missed the commodity cycle, maybe CNBC has a spot for them!

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 My guess is that some fund wanted an in-house materials analyst. But then you wonder why they would hire a person that called for an event that went the opposite way! As bad as they missed the commodity cycle, maybe CNBC has a spot for them!

Steve

@SBWilson BAC/ML pulled all previous research reports by this analyst. Seems unusual and a little bizarre; where is corporate accountability to clients?

Significant errors in two previous reports. Did not know MT had sold its CLF shares, erred on CLF HRC assumption stated in their earnings call. Sloppy work.

 BAC/ML pulled all previous research reports by this analyst. Seems unusual and a little bizarre; where is corporate accountability to clients?

Significant errors in two previous reports. Did not know MT had sold its CLF shares, erred on CLF HRC assumption stated in their earnings call. Sloppy work.

@Chnc53 Timna tanners is the one that pushed the whole Steelmaggedon theory. World over capacity would wreck the US, they said. They treated LG with total disdain, as they peered down on him! He explained that they knew nothing and they should listen to him. Instead he was mocked by analysts, commentators, and even some on this board. CNBC treated him like a circus act! Well, he was right, they were wrong! LG may end up as the most influential man in the American steel industry!

 Timna tanners is the one that pushed the whole Steelmaggedon theory. World over capacity would wreck the US, they said. They treated LG with total disdain, as they peered down on him! He explained that they knew nothing and they should listen to him. Instead he was mocked by analysts, commentators, and even some on this board. CNBC treated him like a circus act! Well, he was right, they were wrong! LG may end up as the most influential man in the American steel industry!