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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

Nikes fiscal Q1 earnings and outlook are driving intense debate as the stock weakens near long-term lows. Traders are split between expecting more downside amid turnaround concerns and betting that results or guidance could spark a relief rally or short squeeze; claims of an earnings leak remain speculation.

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.

Shareholder approval of Evernorths business combination and its planned Nasdaq listing as an XRP treasury company are driving attention, with traders focused on the companys sizable XRP holdings and the implications of the deals closing. Many are bullish on the XRP-linked exposure and warrants, while others warn about SPAC volatility, redemptions, dilution, and whether the stocks rally is sustainable.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing engineers and technical workers approval of new labor contracts, averting a potential strike, is the dominant focus; traders largely welcome the reduced risk of operational disruption, though earlier conflicting reports about the vote fueled confusion. Some remain cautious about the separate FAA review of a 737 MAX software issue and its implications for MAX 10 certification.

Corteva, Inc. is a global pure-play agriculture company that combines innovative technologies, high-touch customer engagement and operational execution to profitably deliver solutions for the world's most pressing agriculture challenges. It generates advantaged market preference through its unique distribution strategy, together with its balanced and globally diverse mix of seed, crop protection, and digital products and services. The company leverages recognized agricultural brands and a robust technology pipeline to maximize productivity for farmers while working with stakeholders throughout the food system to fulfill its promise of enriching the lives of those who produce and those who consume, ensuring progress for generations to come. Corteva was founded in 1802 and is headquartered in Indianapolis, IN.

Corteva Inc

Cortevas completed spin-off of its seed business into Vylor has driven a sharp, mechanically adjusted decline in CTVA as the remaining company focuses on crop protection. Traders are debating whether post-spin selling and price discovery have pushed the standalone business below fair value or whether the separation leaves CTVA worth substantially less, fueling volatile trading and opposing bullish and bearish views.

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 have put AI-driven memory demand and tight supply through 2028 at the center of discussion, with traders highlighting long-term customer commitments and analyst upgrades. Bulls see further upside, while others argue the good news was already priced in and point to the muted, volatile post-earnings reaction and pressure from higher yields.

Unusual Machines, Inc. is a development stage technology company, which engages in the provision of drone solutions with a focus on first-person view (FPV) technology. It offers products to entertainment, recreation, and competitive racing industries. The company was founded on July 11, 2019, and is headquartered in Orlando, FL.

Unusual Machines Inc

UMACs sharp selloff has traders speculating about an unconfirmed share offering, while others say they cannot identify a clear cause and debate whether Pentagon drone-policy news should help or hurt the stock. The broader discussion remains focused on anticipated government drone funding and contracts, with some holders buying the dip and others concerned about continued selling pressure.

Bitwise XRP ETF - Common Shares Of Beneficial Interest

Bitwise XRP ETF

XRP-related attention centers on ETF inflows and speculation about further spot ETF approvals, alongside optimism about regulatory clarity and a broader crypto rebound. Traders are hopeful about renewed momentum but remain divided over whether the move can hold; discussion of Evernorths approved merger and XRP treasury is about the separate XRPN ticker.

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

Accentures quarterly earnings and revenue beat, alongside record annual bookings and a better-than-expected outlook, drove a sharp rally and eased some concern that AI will undermine consulting demand. Traders are divided between viewing the results as evidence of resilient demand and taking profits on the surge, while others argue the companys growth outlook remains modest and AI still threatens its traditional business.

Transocean Ltd. engages in the provision of offshore contract drilling services for oil and gas wells. It also owns and operates offshore drilling fleets such as ultra-deepwater, harsh environment, deepwater, and midwater rigs. The company was founded in 1953 and is headquartered in Steinhausen, Switzerland.

Transocean Ltd

The DOJs closure of its antitrust review clears a major U.S. regulatory hurdle for Transoceans proposed Valaris merger, which traders view as a potential catalyst. Bulls point to expected synergies and possible short covering, while others remain frustrated by the muted share-price response and cite dilution and persistent short pressure.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras is under pressure amid staged insider share unlocks and reports that OpenAIs latest ultrafast model tier is running on Nvidia GPUs rather than Cerebras hardware. Bears see an ongoing supply overhang and questions about the OpenAI relationship, while bulls argue demand and the broader inference opportunity remain intact and are buying dips.

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$GOSS We are very early.. algos and traders love EMA20 but stock much much higher this year.. no idea about near-term.. i have full position

Robert Baas

Jonas Mikala

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Gossamer Bio Inc

 We are very early.. algos and traders love EMA20 but stock much much higher this year.. no idea about near-term.. i have full position