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Tradr 2X Short SNDK Daily ETF

The community is actively debating the volatility of the Tradr 2X Short SNDK Daily ETF ($SNDQ) as they discuss the impact of SanDisks factory expansion cancellations, ongoing legal challenges, and shifting strategies in the semiconductor sector. Sentiment remains deeply divided, with many traders focused on the effects of extreme leverage, daily decay, and the intense competition from international memory chip manufacturers.

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.

Infleqtion is trending as investors respond to record revenue growth and a raised full-year outlook, fueling speculation of a major valuation re-rating. The community is actively discussing the stock's potential for institutional momentum and upcoming government contract catalysts related to quantum sensing initiatives.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlist is trending as investors rally behind recent legal catalysts, including a landmark settlement with Samsung and ongoing litigation against industry giants like Micron, fueling intense speculation about a potential short squeeze. The community is heavily focused on the company's essential role in the AI memory infrastructure and the expectation that upcoming patent rulings will drive a significant revaluation of the stock.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology Group is drawing significant investor attention due to intense short interest and a highly anticipated second-quarter earnings report, which follows pre-announced record revenue growth and strategic AI infrastructure developments in Southeast Asia. The community remains divided, with bullish participants betting on a potential short squeeze and institutional accumulation, while skeptical voices express ongoing concerns regarding share dilution and management's transparency.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending as the community reacts to the official delivery and Microsoft's acceptance of the company's first Horizon 1 AI data center, alongside achieving NVIDIA Exemplar Cloud status. While many investors are expressing bullish sentiment regarding these major execution milestones and the potential for a short squeeze, others remain cautious, debating the impact of ongoing capital raises and the company's long-term valuation compared to sector peers.

Workday, Inc. engages in the development of enterprise cloud applications for finance and human resources. The firm delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. It operates through the Cloud Applications segment. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday stock is trending following a report that private equity firm Silver Lake is in buyout talks with the company, causing significant market volatility and multiple trading halts. While the move has sparked intense speculation regarding a potential takeover price and future sector consolidation, the community remains divided between those viewing the surge as a tactical exit opportunity and others debating the underlying fundamental valuation of software companies in an era of agentic AI.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is currently seeing high volatility as retail and institutional investors debate whether the recent sharp pullback is a buying opportunity or a signal of broader structural risks regarding its AI financing model. The community remains heavily focused on the stock's long-term growth potential and strong earnings history, with many bulls actively loading up on shares to front-run upcoming earnings reports.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is trending as the U.S. government pressures the company to move away from Chinese memory chip suppliers, fueling active community debate regarding potential supply chain shifts and the stock's recent price sensitivity. Traders remain focused on the stock's support levels near $300, while many discuss the impact of upcoming product announcements and potential shifts in manufacturing strategy.

Everspin Technologies, Inc. engages in the provision of magnetoresistive random access memory (MRAM) solutions. Its products include Toggle MRAM, Spin-transfer Torque MRAM, TMR Sensors, and Embedded MRAM. The company was founded by Saied Tehrani on May 16, 2008 and is headquartered in Chandler, AZ.

Everspin Technologies Inc

Everspin Technologies is trending as investors react to its upcoming inclusion in the Russell 2000 Index, while community members continue to debate the stock's long-term potential in space-grade memory and defense-related AI infrastructure. The stock remains a focal point for active discussions regarding its volatile price action, the impact of institutional accumulation, and ongoing speculation about potential partnerships or acquisition interest within the high-performance memory sector.

WhiteFiber, Inc. provides AI and HPC infrastructure & cloud and data center solutions. It operates through the following segments: Cloud Services and Colocation Services. The Cloud Services segment offers computing services to support generative AI workstreams. The Colocation Services segment provides customers with physical space, power and cooling within the data center facility. The company was founded on August 15, 2024 and is headquartered in New York, NY.

Whitefiber Inc.

WhiteFiber, Inc.

WhiteFiber, Inc. is trending as investors monitor its role in AI infrastructure expansion, with community discussion focused on recent contract wins, high-growth potential in retrofitting data centers, and its strategic ownership by Bit Digital. The stock is seeing significant volatility as traders debate its long-term scaling prospects versus near-term risks like institutional ownership and high short interest.

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 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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🔍 𝗔𝗽𝗽𝗮𝗹𝗼𝗼𝘀𝗮 13F just 𝗿𝗲𝗹𝗲𝗮𝘀𝗲𝗱! 🔎 
 
TOP-rated Hedge Fund Manager David Tepper just reported his 13F for Q2. 
 
𝘔𝘰𝘴𝘵 𝘯𝘰𝘵𝘢𝘣𝘭𝘦 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰 𝘤𝘩𝘢𝘯𝘨𝘦𝘴: 
 
𝗡𝗲𝘄 𝗟𝗔𝗥𝗚𝗘 𝗕𝘂𝘆𝘀: $BA &amp; $AAL  
𝗔𝗱𝗱𝗲𝗱 20-30% 𝗺𝗼𝗿𝗲: $TSM  
𝗦𝗢𝗟𝗗 out: $GLW &amp; $PDD 
 
David&#39;s 13F 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗶𝘀 𝗨𝗣 163.15% in past 3 years. 
One of the best performing in his level. 
 
Source: hedgefollow.com/funds/Appaloosa

liquidity

Heatmaps of the top 13f holdings and a list of the largest trades made by Appaloosa, the hedge fund managed by David Tepper.

HedgeFollow

Appaloosa Portfolio | David Tepper 13F Holdings & Trades

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Boeing Co

American Airlines Group Inc

Taiwan Semiconductor Manufacturing - ADR

Corning, Inc.

Pinduoduo Inc.

🔍 𝗔𝗽𝗽𝗮𝗹𝗼𝗼𝘀𝗮 13F just 𝗿𝗲𝗹𝗲𝗮𝘀𝗲𝗱! 🔎 
 
TOP-rated Hedge Fund Manager David Tepper just reported his 13F for Q2. 
 
𝘔𝘰𝘴𝘵 𝘯𝘰𝘵𝘢𝘣𝘭𝘦 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰 𝘤𝘩𝘢𝘯𝘨𝘦𝘴: 
 
𝗡𝗲𝘄 𝗟𝗔𝗥𝗚𝗘 𝗕𝘂𝘆𝘀: 

  
𝗔𝗱𝗱𝗲𝗱 20-30% 𝗺𝗼𝗿𝗲: 

 
 
David's 13F 𝗽𝗼𝗿𝘁𝗳𝗼𝗹𝗶𝗼 𝗶𝘀 𝗨𝗣 163.15% in past 3 years. 
One of the best performing in his level. 
 
Source: 

@HedgeFollow yeehee Mr Tepper with nice position