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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 is under pressure after Chinese memory maker CXMT outlined a denser DRAM design for DDR5 server memory, raising concerns about future competition and memory pricing. Traders disagree on whether the development is a meaningful threat or an overreaction, noting uncertainty around CXMTs ability to scale while pointing to ongoing AI-driven memory demand.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels sharp decline is being discussed alongside a broader semiconductor selloff, with traders citing concerns about AI-infrastructure funding and returns, Chinese memory competition, and uncertainty over Intels foundry prospects. Some see the pullback as oversold and buyable, while others are frustrated by the lack of confirmed foundry wins and fear further downside.

Direxion Shares ETF Trust - Direxion Daily MSCI South Korea Bull 3X ETF

Direxion Daily South Korea Bull 3X Shares

A sharp KOSPI selloff, led by steep declines in Samsung and SK Hynix, is weighing on the 3x leveraged Korea ETF amid broader weakness across Asian markets. Traders speculate that SK Hynix insider selling and Broadcom CEO comments contributed, while others are buying the dip or warning of further volatility.

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

UnitedHealths upcoming quarterly earnings are the main focus, with traders watching medical-cost trends, the medical care ratio and guidance for signs that its recovery is holding. Sentiment is sharply divided between hopes for a beat and raised outlook and fears that persistent cost pressures could trigger a selloff.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFis steep share-price decline toward its 52-week lows, alongside analyst downgrades and concern about high rates ahead of earnings, dominates discussion. Bearish traders point to valuation, dilution, and weak price action, while bulls argue the selloff overlooks continued business growth and some attribute it to short-selling or market mechanics.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is under pressure as semiconductor and memory-chip stocks sell off, with traders citing fears that China could expand AI-memory production and pointing to weakness in Korean chip shares, Micron and SanDisk. Some see the decline as an overreaction and expect a bounce, while others warn that selling momentum remains strong and further losses are possible.

Wachovia Corporation, a financial holding company, provides commercial and retail banking services, and other financial services. Wachovia was a diversified financial services company based in Charlotte, North Carolina. Before its acquisition by Wells Fargo in 2008, Wachovia was the fourth-largest bank holding company in the United States based on total assets. Wachovia provided a broad range of banking, asset management, wealth management, and corporate and investment banking products and services. At its height, it was one of the largest providers of financial services in the United States, operating financial centers in 21 states and Washington, D.C., with locations from Connecticut to Florida and west to California.

Wells Fargo & Co.

Wells Fargos upcoming third-quarter earnings report is the main focus, with traders watching net interest income, credit quality and consumer trends as major banks begin reporting. Sentiment is split between hopes for strong results and a rebound, and concerns that bank weakness or disappointing guidance could weigh on the shares.

Rocket Cos., Inc. engages in the provision of a suite of services related to homeownership and other personal financial transactions. It operates through the following segments: Direct to Consumer and Partner Network. The Direct to Consumer segment consists of performance marketing and direct engagement through the Rocket Mortgage App. The Partner Network Segment focuses on partnerships with premier consumer-focused organizations, brokers and mortgage professionals who leverage the platform and scale to provide mortgage solutions to clients. The company was founded by Daniel Gilbert in 1985 and is headquartered in Detroit, MI.

Rocket Companies Inc - Ordinary Shares Class A

Rocket Companies Inc

RKT is drawing attention amid a steep decline and fresh 52-week lows, with traders pointing to elevated Treasury and mortgage rates and weak housing activity as headwinds for lending and refinancing. Bulls view the selloff as a long-term opportunity backed by Rockets servicing business and possible future rate relief, while bears expect high rates to keep pressure on demand and the stock.

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 under pressure in a broad memory-chip selloff, with traders pointing to Chinese maker CXMTs progress on a denser DRAM design and fears that rising supply or weaker AI infrastructure spending could undermine the memory-cycle outlook. Bears see further downside from competition and valuations, while bulls argue the news targets DRAM rather than SanDisks NAND business and view the decline as an overreaction or buying opportunity.

Arcturus Therapeutics Holdings, Inc. operates as a late-stage clinical mRNA medicines and vaccine company, which engages in the development of infectious disease vaccines and significant opportunities within liver and respiratory rare diseases. Its products include LUNAR-COV19, LUNAR-FLU, LUNAR-OTC, and LUNAR-CF. The company was founded in 2013 and is headquartered in San Diego, CA.

Arcturus Therapeutics Holdings Inc

Arcturuss OTC deficiency Phase 2 update, LUNAR 2.0 platform unveiling and myNEO acquisition are driving discussion. Traders see promise in the reported trial findings and expanded platform, while others view the switch to ARCT-2601, delayed timelines and added spending as a disappointing near-term trade-off.

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$RYTM $VKTX I’m not overlooking it, I just understand the science better than you.  VK2735 is better because it is a peptide.  Oral wegovy is also peptide and outselling Foundayo threefold this year (because total weight loss is greater).  Peptides seem to be more effective for total weight loss.  Not eating or drinking for 30 minutes is absolutely trivial and not in any way a major deterrent unless you are an absolute bitch 🤷‍♂️.  VK oral is not subpar - phase 2 data was exploratory with a fast titration.  Despite the side effects in the first few weeks, after week 3 all of the arms including high dose saw less than 5% vomiting at any other week in the trial.  30mg cohort was close to placebo despite titration.

Will C.

Pigeon

Squeesquaw

Josh

Daniel Gorski

$RYTM $VKTX you’re overlooking the fact  that vk2735 is not a small molecule and therefore will require taking the pill with NO FOOD &amp; NO WATER FOR AT LEAST 30 MINUTES…. This is not only extremely inconvenience compared to the competing orals with no such restrictions—it also results in MORE NAUSEA. I like vk2735 as a SubQ but Oral is SUB PAR…And the big Acquirers are reluctant to invest in a 2nd Tier product especially when the CEO wants TOP TIER Money.

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Rhythm Pharmaceuticals Inc.

Viking Therapeutics Inc

Freaky guy

 I’m not overlooking it, I just understand the science better than you.  VK2735 is better because it is a peptide.  Oral wegovy is also peptide and outselling Foundayo threefold this year (because total weight loss is greater).  Peptides seem to be more effective for total weight loss.  Not eating or drinking for 30 minutes is absolutely trivial and not in any way a major deterrent unless you are an absolute bitch 🤷‍♂️.  VK oral is not subpar - phase 2 data was exploratory with a fast titration.  Despite the side effects in the first few weeks, after week 3 all of the arms including high dose saw less than 5% vomiting at any other week in the trial.  30mg cohort was close to placebo despite titration.

@GPTInsights  this freaky guy knows my ass in anything related to  medicine or science.  Please tell him that

  this freaky guy knows my ass in anything related to  medicine or science.  Please tell him that

Biolover

Walter Mitchell

@biolover haha i just blocked.  Not worth the effort.  If he wants to go invest in small molecules go for it 😂

 haha i just blocked.  Not worth the effort.  If he wants to go invest in small molecules go for it 😂