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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 strong quarterly results and upbeat outlook, supported by AI-driven memory demand and expectations of tight supply through fiscal 2028, are driving attention. Many traders remain bullish on the fundamentals but are frustrated by the muted share-price reaction, while others argue the growth is already priced in and cite memory-cycle risk and high yields.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is under pressure as long-term Treasury yields climb to multi-decade highs, with traders citing persistent inflation and rate concerns alongside government-debt and confidence worries. The conversation is largely bearish, though some investors see oversold conditions and higher yields as a buying opportunity.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBMs self-hosted deployment for its Bob agentic development platform is drawing attention, offering enterprises on-premises and air-gapped options to keep sensitive code and data under their control. Traders are reacting positively to the AI-software announcement, though some expect the initial move to fade.

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

Traders are reacting to the reported Panasonic Advanced TechnologyJasmy/JANCTION Smart Render collaboration, with discussion highlighting a working rendering product and plans for commercialization. Bulls see the development as evidence of progress in Jasmys AI and GPU ecosystem, while skeptics question whether it will drive meaningful JASMY adoption or token demand and point to exchange-delisting concerns.

Accenture is a global professional services company that helps the world’s businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services, creating tangible value at speed and scale. The firm combines technology and leadership in cloud, data and AI with industry experience, functional expertise and global delivery capability. Its services include Strategy & Consulting, Technology, Operations, Industry X, and Song. It operates through the following geographical segments: North America, EMEA, and Growth Markets. The company was founded in 1989 and is headquartered in Dublin, Ireland.

Accenture plc - Ordinary Shares - Class A

Accenture is drawing attention after quarterly results beat expectations and bookings reached a record, helping ease concerns about AI disruption to its consulting business. Traders largely welcomed the results and share-price rebound, though some remain cautious about the companys measured growth outlook and AIs longer-term impact on consulting demand.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Labs largest-ever commercial Electron contract, a 20-mission agreement with Synspective, has focused discussion on growing backlog and customer demand. Bulls view it as validation of Electrons momentum, while skeptics question the undisclosed contract economics and warn that enthusiasm could fade.

Liquidia Corp. operates as a holding company which engages through its subsidiary in developing and commercializing biopharmaceutical products and novel products development used in PRINT technology to transform the lives of patients. The company was founded in June 2004 and is headquartered in Morrisville, NC.

Liquidia Corp

A Delaware court ruled that Liquidias Yutrepia infringes two United Therapeutics patent claims covering its PH-ILD use, prompting a sharp selloff as traders weigh possible label removal or broader sales restrictions. Liquidia plans to appeal and pursue a narrower label, leaving the remedy uncertain; community reactions range from calling the risk severe to viewing the drop as an overreaction.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

A sharp, high-volume rally and a break above closely watched resistance are driving attention, despite no confirmed new announcement. Traders debate whether the move reflects momentum and possible short-covering or anticipation of unconfirmed news, while bullish discussion also points to Anktivas potential label expansion and institutional buying; others warn the stock remains volatile.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Nu Holdings is rebounding after saying it is not pursuing a Monzo acquisition, easing concerns tied to a potentially costly UK expansion. Traders largely welcomed the clarification as removing deal-related dilution and execution risks, though some were disappointed to lose a possible growth opportunity.

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.

Reports that Evernorths merger vote with Armada passed have fueled a sharp move in XRPN, with traders focused on the planned XRP-treasury company and its eventual listing structure. Optimism about XRP exposure and warrant upside is tempered by uncertainty over official vote details, redemptions, dilution, and the mergers closing timeline.

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$OUST Had a discussion with Gemini on the way home and learned that AEVA’s tech is potentially more advanced, but they’re going for it all on the automotive sector.

Mainly wondering if Rev8 or anything else can help OUST close the valuation gap.
OUST - 10x P/S
AEVA - ~45x P/S

I’d love to at least see 15x 2026 revenue.
Thoughts?

Tony S

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Ouster Inc - Ordinary Shares - Class A

 Had a discussion with Gemini on the way home and learned that AEVA’s tech is potentially more advanced, but they’re going for it all on the automotive sector.

Mainly wondering if Rev8 or anything else can help OUST close the valuation gap.
OUST - 10x P/S
AEVA - ~45x P/S

I’d love to at least see 15x 2026 revenue.
Thoughts?

historyperson

@historyperson Read more of the history on this.  Wall Street and retail is in love with the auto market opportunity.  

All other Lidar compamies went all in chasing this one vertical(look at all of the bankruptcies since).  Angus years ago decided auto was too far out and focused on more near term verticals.  This has paid off as $OUST is positioned to win mulitple verticals that is worth more than the auto, low margin vertical.  

Also, we are still years out before any auto company really production scales with Lidar.  Go watch some interviews with Angus.  By that time Ouster will be profitable and ready to capture a share of the auto anyways.  The only question is does AEVA and others have the cash to make it that long?  Bet on management - Angus has been right in his thesis since the beginning.

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 Read more of the history on this.  Wall Street and retail is in love with the auto market opportunity.  

All other Lidar compamies went all in chasing this one vertical(look at all of the bankruptcies since).  Angus years ago decided auto was too far out and focused on more near term verticals.  This has paid off as 

 is positioned to win mulitple verticals that is worth more than the auto, low margin vertical.  

Also, we are still years out before any auto company really production scales with Lidar.  Go watch some interviews with Angus.  By that time Ouster will be profitable and ready to capture a share of the auto anyways.  The only question is does AEVA and others have the cash to make it that long?  Bet on management - Angus has been right in his thesis since the beginning.

David Rice

@DRdr44 Excellent. One of the reasons that I invested here…just 4-5 weeks ago.

 Excellent. One of the reasons that I invested here…just 4-5 weeks ago.

@historyperson FYI.  Ouster will be a player in this space.  They have ties with Ford, Hyundai, Toyota(already are on May Mobility which Toyota owns a piece of this)   problem for most pf retail is $OUST is very hush hush about partnerships.   However, you can connect the dots and lots of people have over the years.  

Auto will move the market cap one day bc of the obsession from wall street, but honestly is not the biggest opportunity - too low margin etc etc.  Many other verticals will have better margins and profits and Ouster is dominating here.

 FYI.  Ouster will be a player in this space.  They have ties with Ford, Hyundai, Toyota(already are on May Mobility which Toyota owns a piece of this)   problem for most pf retail is 

 is very hush hush about partnerships.   However, you can connect the dots and lots of people have over the years.  

Auto will move the market cap one day bc of the obsession from wall street, but honestly is not the biggest opportunity - too low margin etc etc.  Many other verticals will have better margins and profits and Ouster is dominating here.

@historyperson Also GM.  The question is do tbey truly win any of these.  Too soon to tell honestly.  Its wide open at this point.

 Also GM.  The question is do tbey truly win any of these.  Too soon to tell honestly.  Its wide open at this point.

@DRdr44 What about CAT? That would be a big one. There’s some smoke…

 What about CAT? That would be a big one. There’s some smoke…

@historyperson BTW.  I dont think its a coincidence one of the new Rev8 images is the product in $CAT yellow. $OUST

Caterpillar Inc.

 BTW.  I dont think its a coincidence one of the new Rev8 images is the product in 