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Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digitals quarterly results sharply beat expectations, with traders also highlighting plans to bring more AI data-center capacity online and expand contracted leases. Bulls see accelerating growth and potential short-covering, while bears point to the large GAAP loss, heavy debt and one-time tenant fit-out revenue; the strong report has drawn attention despite a muted, volatile share-price reaction.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

A House Select Committee on China report alleging structural ties between Webull and China, including concerns about data handling and customer cash, drove a sharp selloff; Webull disputes the findings as inaccurate. Traders are split between fearing regulatory fallout and lost customer trust and viewing the drop as an overreaction or buying opportunity.

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

Lululemons continued slide to fresh multi-year lows is driving discussion, with traders focused on Michael Burrys reported exit and speculation that he could return after a tax-loss wash-sale period. The community is split between viewing the low valuation, balance sheet and new leadership as a turnaround opportunity, and seeing weak demand, tougher competition and persistent selling pressure as signs of further risk.

Wolfspeed, Inc. is an innovator of wide bandgap semiconductors, focused on silicon carbide and gallium nitride (GaN) materials and devices for power and radiofrequency (RF) applications. Its product families include silicon carbide and GaN materials, power devices and RF devices, and its products are targeted for various applications such as electric vehicles, fast charging, 5G, renewable energy and storage, and aerospace and defense. The company was founded by Calvin H. Carter Jr., John W. Palmour, F. Neal Hunter, Eric Hunter, and John Edmond in 1987 and is headquartered in Durham, NC.

Wolfspeed Inc - Ordinary Shares (New)

Wolfspeed Inc

Wolfspeeds conditional Pentagon financing commitment is driving attention, with traders viewing it as support for expanding domestic silicon-carbide and gallium-nitride production and a possible short-squeeze catalyst. Others caution that the financing is not finalized and may add secured debt and warrant-related dilution, while the companys weak financial performance remains a concern.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

Anticipation of SELLASs Phase 3 REGAL trial milestone and eventual topline results for its GPS AML therapy dominates discussion, with traders focused on the unconfirmed 80th-event threshold and the companys extended quiet period. Bulls interpret the prolonged wait as a possible sign of longer patient survival or acquisition talks, while skeptics question those explanations and want clearer updates; neither interpretation is confirmed.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs strong run has the stock consolidating near a major resistance level, with traders focused on whether it can break higher ahead of its next earnings report. Bulls cite continued AI growth and momentum, while skeptics point to the demanding valuation, repeated rejections and light trading volume.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

AMZNs choppy move toward a key resistance level is drawing attention, with bullish traders pointing to call-heavy options activity and a potential breakout while skeptics highlight repeated reversals and selloffs. Separately, discussion of Amazons reported Nvidia-chip sale-leaseback is fueling debate over how the company is financing its AI infrastructure spending.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells Investor Day outlook for substantial growth in AI custom silicon, data-center connectivity and optics drove bullish discussion and a wave of analyst upgrades. Traders welcomed the long-term opportunity, while others questioned the valuation and pointed to profit-taking after the shares faded from their intraday surge.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

INFQ is drawing attention for a prolonged slide that traders attribute to weakness across speculative quantum stocks, high-rate pressure, and a possible overhang from registered shareholders selling shares. The decline has frustrated holders despite positive technology and partnership updates, including the 30-logical-qubit milestone and Honeywell collaboration, while debate continues over whether the selling reflects temporary supply pressure or weaker investor demand.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXO is under pressure after RBC cut its price target, citing persistently weak residential roofing demand and elevated distributor inventories; the analyst maintained an Outperform rating. Traders are divided between viewing the selloff as an overreaction and buying for the long-term acquisition strategy, and worrying about housing weakness, rates, leverage and integration risks.

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$LULU $MU $NBIS $PLTR $SOXX nice analysis, keep up the reporting you might make a name for yourself

Eli Demir

Nicholas Duro II

MIchael Price

Overnight, Michael Burry reported that he sold $LULU for tax loss, incurring near -60% loss,  and for $MU, he  
 
■  shorted $MU at $1,051.87 on July 2, 2026 
 
■ announced on Sept 28 that he switched his shorts to July/2027 $500 puts,  so he did this before Sept 28.   
 
■ July/2027 $500 never traded until he bought them on Sept/21 and Sept 22 at  ~$15.50 and today it traded at $8.41, so he incurred -46% loss so far.   
 
■ At the same time, he covered his $1,051.87 shorts at about $1,071 avg, for a small -2% loss.  
 
Michael &quot;The Loser&quot; Burry is on a (losing) roll as usual.   LOL 
 
$NBIS $PLTR $SOXX

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 nice analysis, keep up the reporting you might make a name for yourself

Dozer__

@Dozer__ what a POS. Acting like this is the Buy of the century and then he’s selling.

Ranger Bob

 what a POS. Acting like this is the Buy of the century and then he’s selling.