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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 Technology is trending as aggressive sector rotation and concerns over leveraged ETFs in international markets drive a sharp sell-off in memory stocks. Investors are actively debating whether the recent pull-back represents a fundamental shift in the AI supercycle or a temporary volatility event, with community members polarized between long-term confidence in memory demand and fears of a technical breakdown.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSMC is trending as investors digest a massive revenue beat and increased capital expenditure guidance, which reinforces the long-term AI infrastructure buildout despite immediate market volatility. The community is actively debating whether the stock's recent pullback is a healthy buying opportunity or a signal that AI expectations have become overly ambitious.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealth Group is trending after delivering a strong earnings beat and raising its full-year profit guidance, which has fueled investor confidence in the company's operational resilience. The community is actively discussing the stock's significant recovery from previous lows, with many traders debating whether this momentum will push the share price toward the 500 level.

Atai Beckley, Inc. is a clinical-stage biopharmaceutical company focused on developing effective, rapid-acting, and convenient mental health treatments. The company is headquartered in New York, NY.

AtaiBeckley Inc.

ATAI is trending following the announcement that Eli Lilly will acquire the company for $6.75 per share in cash, plus a contingent value right tied to specific development milestones for their depression and mental health pipeline. While the community is actively debating the deal's valuation and the strategic foresight of the board, the news has caused a significant sector-wide re-rating of clinical-stage psychedelic medicine stocks.

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 Corp (SNDK) is experiencing extreme volatility as traders clash over whether the recent sharp pullback represents a healthy buying opportunity driven by robust long-term AI memory demand or a sign of a deeper structural correction. The community is actively debating the sustainability of the current chip cycle, with intense discussions focused on identifying potential support levels versus reacting to rapid intraday price swings.

SharonAI Holdings, Inc. operates as a holding company that develops and delivers GPU cloud computing and AI solutions. The company was founded on December 30, 2024 and is headquartered in New York, NY.

SharonAI Holdings Inc. - Ordinary Shares - Class A

SharonAI ($SHAZ) is trending following a massive $1.32 billion cloud computing agreement, triggering intense community discussion regarding its potential as a long-term AI infrastructure player. Investors are closely monitoring the company's aggressive deployment of NVIDIA GPUs and capacity buildout in New Zealand, while weighing the execution risks associated with its recent capital raises and institutional ownership.

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

Marvell Technology is trending as investors debate the sustainability of the AI infrastructure trade following a significant pullback from recent highs. The community is sharply divided between those viewing the price reset as a buying opportunity for long-term growth in custom silicon and networking, and those who label the stock a hyped 'pump and dump' driven by speculative valuation targets.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is facing significant downward pressure following the announcement of a $1 billion convertible senior notes offering, which has sparked widespread investor concerns regarding dilution and the timing of the capital raise. While management positions the funding as a strategic move to accelerate satellite deployment and improve launch autonomy, the community remains deeply divided, with many long-term holders expressing frustration over previous assurances while others view the pullback as a buying opportunity.

GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the following segments: Commercial Engines and Services, Defense and Propulsion Technologies, and Corporate and Other. The Commercial Engines and Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense and Propulsion Technologies segment offers defense engines and critical aircraft systems. The Corporate and Other segment relates to corporate functions and operations costs. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

GE Aerospace

GE Aerospace is currently in the spotlight as investors process a strong earnings beat and a raised long-term outlook, even as shares experienced initial volatility. The community remains actively focused on the company's robust order growth and $210 billion backlog, with many debating whether the current share price fully captures the long-term potential of its commercial services demand.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital (WDC) is seeing intense volatility as part of a broader semiconductor and memory sector correction, with investors debating whether the recent sell-off is a healthy profit-taking reset or a sign of fading AI infrastructure spending. While community discussions remain polarized between those viewing the decline as a lucrative buying opportunity and those concerned about supply-demand dynamics and institutional manipulation, the stock remains a central focus of retail traders monitoring the health of the AI storage cycle.

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This is very likely to come into play w/inflation  
 
More new formulas &amp; methodologies are coming to inflation data &amp; how they choose to &quot;measure&quot; it 
 
Warsh appears to be arguing for broader reform &amp; new approaches to measuring inflation. I think most of us here know the &quot;WHY&quot;, inflation isnt coming down back to 2% in our life time. The way it will be presented to us will be &quot;Nothing has changed... except the way we&#39;re counting it&quot;  
 
Deflation will not happen because Central banks create the environments we are in much more so then ever before do to their policies &quot;unintentionally&quot; amplified booms &amp; busts. This will be no different but there will be a lot more tension that comes along w/it moving forward  
 
Deflation not happening, the human incentive is the problem. We have more millionaires/billionaires in govt positions than ever before &amp; human nature is not to go against your own interest by making yourselves less wealthy on purpose?  
https://www.brookings.edu/articles/what-are-trimmed-mean-and-median-inflation-rates-and-why-does-kevin-warsh-prefer-them/?utm_source=chatgpt.com

The Hutchins Center explains trimmed mean and median inflation rates, and why incoming Fed chair Kevin Warsh prefers them.

Brookings

What are trimmed mean and median inflation rates? And why does Kevin Warsh prefer them? | Brookings

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This is very likely to come into play w/inflation  
 
More new formulas & methodologies are coming to inflation data & how they choose to "measure" it 
 
Warsh appears to be arguing for broader reform & new approaches to measuring inflation. I think most of us here know the "WHY", inflation isnt coming down back to 2% in our life time. The way it will be presented to us will be "Nothing has changed... except the way we're counting it"  
 
Deflation will not happen because Central banks create the environments we are in much more so then ever before do to their policies "unintentionally" amplified booms & busts. This will be no different but there will be a lot more tension that comes along w/it moving forward  
 
Deflation not happening, the human incentive is the problem. We have more millionaires/billionaires in govt positions than ever before & human nature is not to go against your own interest by making yourselves less wealthy on purpose?  


Richard Costri

Remember who Kevin Warsh is &amp; who he&#39;s married to. That circle is small for a specific reason.  
 
As Hunter Thomas said: “You won’t find many reasonable men at the top of the mountain.” 
 
Warsh is or has been at the top of that mountain for some time just ask his wife.  
 
Get ready folks because its still likely we will all still be unprepared

Remember who Kevin Warsh is & who he's married to. That circle is small for a specific reason.  
 
As Hunter Thomas said: “You won’t find many reasonable men at the top of the mountain.” 
 
Warsh is or has been at the top of that mountain for some time just ask his wife.  
 
Get ready folks because its still likely we will all still be unprepared

@FatDuck3  Warsh is a good comedian/actor
He may raise rates once 25bps to please the Democrats &amp; the Bond Vigilantes; at 4% they won&#39;t raise rates anymore; status-quo for a while and then rushing to cut rates when they will adopt their new infl. measure standards (trimmed CPI and further &quot;twilight zone&quot; data)

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  Warsh is a good comedian/actor
He may raise rates once 25bps to please the Democrats & the Bond Vigilantes; at 4% they won't raise rates anymore; status-quo for a while and then rushing to cut rates when they will adopt their new infl. measure standards (trimmed CPI and further "twilight zone" data)