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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 a massive rally and significant investor attention driven by strong NAND demand and its upcoming inclusion in the Nasdaq-100, which has fueled widespread debate over whether the stock is undergoing a sustainable AI-driven re-rating or forming a bubble. Community sentiment remains deeply divided, with many bulls anticipating a stock split and further gains toward the $1,000 level, while a vocal group of bears warns of an imminent rug pull due to extreme valuation levels.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is experiencing significant volatility and bearish sentiment as investors weigh concerns over massive AI-related capital expenditures, high debt levels, and recent layoffs against its ambitious cloud infrastructure expansion. While the community is deeply divided between long-term bulls highlighting substantial revenue backlogs and AI-driven growth potential versus skeptics wary of slowing enterprise software demand and valuation risks, the stock continues to face heavy selling pressure.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendy's is currently a focal point for retail investors who are actively debating the potential for a short squeeze, driven by significant short interest and speculation regarding a possible buyout or leadership change. While some in the community remain bullish on the brand's international expansion and dividend yield, others express frustration over the stock's persistent downtrend and the lack of a permanent CEO.

Aeluma, Inc. engages in developing semiconductors for sensing, communication, and computing applications. The firm is also involved in manufacturing devices using compound semiconductor materials on large-diameter substrates that are commonly used to manufacture mass market microelectronics. The company was founded by Jonathan Klamkin and Lee McCarthy on February 28, 2019 and is headquartered in Goleta, CA.

Aeluma Inc

Aeluma is currently trending due to its recent award of over $4 million in U.S. government contracts, which investors view as a pivotal validation of its semiconductor and quantum materials technology. The community is actively debating the company's long-term potential to scale its proprietary platform while closely monitoring its ability to move from research-focused government projects to high-volume commercial manufacturing partnerships.

Scilex Holding Co. engages in the acquisition, development, and commercialization of non-opioid pain management products for the treatment of acute and chronic pain. Its products include ZTLido, Elyxyb, and Gloperba. The company was founded on February 21, 2020 and is headquartered in Palo Alto, CA.

Scilex Holding Company

Scilex Holding is currently trending due to a federal securities fraud lawsuit the company filed against several financial institutions, alleging they misappropriated Datavault AI collateral shares to manipulate the stock. Investors are actively debating the company's financial viability, its reliance on debt financing, and potential bankruptcy risks, while the community remains divided between those expecting a breakthrough with its non-opioid pipeline and critics warning of past leadership failures and fiscal mismanagement.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending as investors react to bullish analyst upgrades, a major $151 billion defense contract, and strategic partnerships involving AI-driven network infrastructure and data centers. The community is actively discussing its long-term potential as a key player in the 6G and AI-RAN space, with many comparing its current trajectory to other optical powerhouses while debating the impact of increased institutional buying and recent technical breakouts.

The Goldman Sachs Group, Inc. engages in the provision of financial services. It operates through the following business segments: Global Banking and Markets, Asset and Wealth Management, and Platform Solutions. The Global Banking and Markets segment includes investment banking, global investments, and equity and debt investments. The Asset and Wealth Management segment relates to the direct-to-consumer banking business which includes lending, deposit-taking, and investing. The Platform Solutions segment includes consumer platforms such as partnerships offering credit cards and point-of-sale financing, and transaction banking. The company was founded by Marcus Goldman in 1869 and is headquartered in New York, NY.

Goldman Sachs Group, Inc.

Goldman Sachs is facing intensified scrutiny as investors weigh strong earnings and high-growth potential against recent headlines regarding top-level leadership resignations tied to the Epstein documents. The stock remains a focal point for the community, with many debating whether the current pullback offers a strategic buying opportunity or serves as a warning sign of deeper operational risks.

Conagra Brands, Inc. engages in the manufacture and sale of processed and packaged foods. It operates through the following segments: Grocery and Snacks, Refrigerated and Frozen, International, and Foodservice. The Grocery and Snacks segment includes branded, and shelf stable food products sold in various retail channels in the United States. The Refrigerated and Frozen segment is composed of branded, and temperature-controlled food products sold in various retail channels in the United States. The International segment offers branded food products in various temperature states, sold in various retail and foodservice channels outside of the United States. The Foodservice segment focuses on branded and customized food products, including meals, entrees, sauces, and a variety of custom-manufactured culinary products packaged for sale to restaurants and other foodservice establishments in the United States. The company was founded by Alva Kinney and Frank Little in 1919 and is headquartered in Chicago, IL.

Conagra Brands Inc

Conagra Brands is experiencing a significant leadership transition with the appointment of John Brase as CEO, a move that has sparked intense debate among investors regarding the company's future operational strategy. While the stock has faced downward pressure and concerns over dividend sustainability, the community remains deeply divided between those viewing the current valuation as a prime long-term value opportunity and those cautioning against ongoing margin and volume challenges.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as investors rally behind its aggressive global data center expansion and major multi-year contracts with top-tier hyperscalers. Community sentiment is overwhelmingly bullish, with many participants highlighting the stock's significant recovery from previous lows and discussing the potential for a long-term squeeze as institutional interest increases.

Revolution Medicines, Inc. is a clinical-stage precision oncology company, which engages in developing novel targeted therapies. It engages in the discovery and development of cancer treatment by pioneering novel combination and monotherapy treatment regimens to maximize the depth and durability of clinical benefit and circumvent adaptive resistance mechanisms for patients which are dependent on the RAS and mTOR pathway. The company was founded by Mark A. Goldsmith, Kevan Shokat, Martin D. Burke, David L. Pompliano and Michael Fischbach in October 2014 and is headquartered in Redwood City, CA.

Revolution Medicines Inc

Revolution Medicines is trending as investors digest a highly anticipated positive data readout for its Phase 3 study in metastatic pancreatic cancer. The community is focused on the drug's potential to significantly improve survival outcomes for a historically difficult-to-treat disease, sparking widespread discussion about its long-term commercial potential and M&A prospects.

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$RC since I last checked on March 31 till evening of April 8th, 6 more condos at the Portland Ritz Carlton have closed. $7.3m in gross sales. Total so far this year 19 condos, $23.6m and average selling price of $1.2m. From the earnings call they said they had 16 under contract and 9 under reservation. They also said they were focusing on the smaller condos first. Hope they are using the capital to buy back more stock. Will be interested to hear how many additional are under contract or reservation on the Q1 earnings call. All of the 6 sales were recorded by March 31st but did not show up in the online search at that time.

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Ready Capital Corp

 since I last checked on March 31 till evening of April 8th, 6 more condos at the Portland Ritz Carlton have closed. $7.3m in gross sales. Total so far this year 19 condos, $23.6m and average selling price of $1.2m. From the earnings call they said they had 16 under contract and 9 under reservation. They also said they were focusing on the smaller condos first. Hope they are using the capital to buy back more stock. Will be interested to hear how many additional are under contract or reservation on the Q1 earnings call. All of the 6 sales were recorded by March 31st but did not show up in the online search at that time.

Frontlineinv

@Frontlineinv did you also see they are now on the hook for $7.8 milion to the city of Portland? And it is compounding at a rate of 10% per year

 did you also see they are now on the hook for $7.8 milion to the city of Portland? And it is compounding at a rate of 10% per year

Dimitar M

@dimitar2 no. What is it for? Property tax or something else?

 no. What is it for? Property tax or something else?

@dimitar2 found the article. Interesting . Will be nice when we get the building sold.

 found the article. Interesting . Will be nice when we get the building sold.