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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 trending as investors react to a binding agreement with Yotta Data Services to deploy significant GPU infrastructure in India, an AI-focused deal projected to generate substantial revenue over the next five years. The community remains divided, with some highlighting the massive potential of the deal against a low market valuation, while others remain skeptical and focused on past communication challenges.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. 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 surging as investors pile in ahead of next week's highly anticipated earnings report, fueled by bullish analyst price target hikes and sustained demand for AI-driven memory chips. While the stock shows significant momentum, the community remains divided between those expecting a 'blowout' post-earnings rally toward new highs and others wary of potential volatility stemming from broader macroeconomic uncertainty and geopolitical tensions.

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

Intel is seeing heightened market attention driven by speculation surrounding potential AI collaborations and partnerships, while investors closely monitor technical indicators and rumors of a strategic shift in the semiconductor sector. Despite community frustration over daily price volatility and broader geopolitical concerns, bulls remain focused on the company's long-term foundry strategy and potential government-backed demand.

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 such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is facing significant selling pressure as retail investors express deep frustration over the stock's persistent underperformance and frequent daily price reversals. While some traders point to potential long-term value and recent insider buying as reasons to accumulate during the dip, community sentiment remains heavily polarized due to concerns over dilution, market manipulation, and broader macroeconomic headwinds.

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 currently a focal point for intense market debate as investors weigh the stock's massive year-to-date gains against concerns over AI-driven memory chip supply constraints and broader geopolitical tensions. While bulls highlight structural demand and upcoming industry catalysts, the community remains deeply divided, with high-profile short sellers and risk-averse traders clashing over whether the current valuation is sustainable or due for a sharp correction.

Sable Offshore Corp. engages in offshore oil and gas field operations. It focuses on developing the prolific Santa Ynez Unit in federal waters offshore California. The company was founded by James C. Flores on October 16, 2020 and is headquartered in Houston, TX.

Sable Offshore Corp.

Sable Offshore Corp. (SOC) is trending following a federal directive issued under the Defense Production Act, which mandates the resumption of hydrocarbon transportation through the Santa Ynez Pipeline System to address energy supply risks. While the community is actively debating the stock's potential for a major short squeeze and the implications of federal versus state legal clashes, traders are closely monitoring upcoming production milestones and the company's ability to commence first oil sales by April.

CytomX Therapeutics, Inc. is a clinical-stage, oncology-focused biopharmaceutical company, which engages in the development of conditionally activated, biologics localized to the tumor microenvironment. The company was founded by Frederick W. Gluck and Nancy E. Stagliano in September 2010 and is headquartered in South San Francisco, CA.

CytomX Therapeutics Inc

CytomX Therapeutics is trending as investors react to positive Phase 1 data for its Varseta-M candidate in late-line colorectal cancer, with many in the community focusing on the drug's potential efficacy and the company's robust cash runway into 2027. While some traders discuss the stock's volatility and mixed earnings reports, the broader discourse remains centered on the company's promising pipeline advancements and the prospect of institutional interest driving future value.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

Bitmine Immersion Technologies Inc

Bitmine Immersion Technologies is currently a major focal point for traders following a significant holdings update that disclosed large stakes in Ethereum, Bitcoin, and strategic 'moonshot' investments. The community is actively debating the stock's role as a leveraged proxy for Ethereum, with intense discussion surrounding management's aggressive dilution strategy and the potential long-term value of their crypto-integrated business model.

Voyager Technologies, Inc. engages in the defense technology and space solutions. It operates through the following segments: Defense & National Security, Space Solutions, and Starlab Space Stations. The Defense & National Security segment consists of innovative mission-critical solutions to protect dynamic and contested domains. The Space Solutions segment consists of space infrastructure, advanced space technology, science systems and mission services. The Starlab Space Stations segment consists of a commercial space station. The company was founded by Dylan Taylor and Matthew Kuta on August 15, 2019 and is headquartered in Denver, CO.

Voyager Technologies Inc. - Ordinary Shares - Class A

Voyager Technologies is trending as investors react to a new multi-million-dollar NASA follow-on contract, which has reignited optimism regarding the company's role in launch and mission support. While some community members remain focused on the long-term potential of the Starlab space station, others are closely tracking ongoing institutional accumulation and the stock's recent volatility.

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 surging after securing a major strategic partnership and a $2 billion investment from NVIDIA to accelerate the build-out of its hyperscale AI cloud infrastructure. The community is buzzing with bullish sentiment, debating the company's valuation and long-term potential as a key player in the AI hardware ecosystem.

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$SOXS I sold 200 @ $28.25.  Holding 400 still.  I added 200 more $YANG and 150 more $EWV.

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 I sold 200 @ $28.25.  Holding 400 still.  I added 200 more 