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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 experiencing extreme volatility as investors grapple with a combination of broader semiconductor sector weakness, geopolitical tensions in the Middle East, and persistent FUD surrounding memory demand. While many community members are aggressively buying the dip, citing strong long-term fundamentals and undervalued P/E ratios, others remain cautious, fearing further downside and potential supply chain disruptions from the ongoing conflict.

Applied Digital Corporation

Applied Digital is experiencing intense volatility as investors weigh the stock's long-term potential in AI infrastructure against macro-driven sell-offs linked to geopolitical tensions and debt concerns. The community remains divided between those panic-selling and those adding to their positions, with sentiment heavily focused on the anticipation of new hyperscaler lease announcements serving as a major catalyst for a price recovery.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the Materials and Magnetics segments. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP Materials is experiencing significant volatility as investors closely monitor upcoming earnings and its strategic shift away from Chinese market dependencies. The community is actively debating the stock's long-term potential, heavily focused on government-backed price floors, defense sector partnerships, and the competitive race to build domestic magnet production infrastructure.

Federal National Mortgage Association is a government-sponsored company, which engages in the provision of liquidity for purchases of homes and financing of multifamily rental housing and refinancing existing mortgages. It operates through the Single-Family and Multifamily segments. The Single-Family segment offers liquidity to the mortgage market and increases the availability and affordability of housing for single families. The Multifamily segment includes guaranty fees on mortgages and on multifamily mortgage loans. The company was founded in 1938 and is headquartered in Washington, DC.

Federal National Mortgage Association

Fannie Mae shares are trending as high-profile investors like Bill Ackman and Michael Burry maintain bullish long-term stances, positioning the stock as a key political play tied to potential government release from conservatorship. While supporters view recent volatility as a strategic accumulation opportunity and highlight potential catalysts like Nasdaq tokenization or mortgage policy changes, others in the community remain skeptical due to the lack of clear timelines and the stock's dependence on political developments.

Maul Coin

Maul Coin is gaining significant traction as investors rally around its potential as a grassroots movement, with the community actively coordinating to sustain momentum and overcome whale sell pressure. Enthusiasts are drawing comparisons to other high-growth meme coins, focusing on collective holding strategies to increase market visibility and drive project adoption.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy Corp

Bloom Energy is seeing heightened volatility and intense trader interest as the market debates the sustainability of its rapid ascent, fueled by massive backlog growth and its strategic role in powering AI data centers. While some investors remain aggressively bullish on its 'bring-your-own-power' model and institutional partnerships, others are highlighting potential valuation concerns, insider selling, and the impact of sector-wide macro pressures.

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 significant volatility as investors debate the potential for a foundry-led turnaround, further fueled by news of chip shortages and CPU price hikes across the sector. Community sentiment remains deeply polarized between those betting on long-term manufacturing recovery and those frustrated by persistent price pressure and geopolitical risks.

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 facing significant volatility as investors weigh the company's shift toward high-performance AI data center infrastructure against concerns over share dilution and the lack of a major new contract announcement. While the community remains divided between long-term bulls highlighting massive energy capacity and GPU buildouts and frustrated traders reacting to daily price swings and macro-driven sell-offs, the stock continues to be heavily influenced by speculative deal rumors and institutional accumulation patterns.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is trending due to the completion of Phase 3 enrollment for its lead obesity asset, VK2735, which has fueled excitement about its potential to compete with major GLP-1 incumbents. The community is actively debating the stock's future, balancing intense discussions about a potential buyout against concerns regarding clinical trial timelines, market competition, and the impact of broader macroeconomic volatility.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending as investors digest positive long-term data for sonelokimab in hidradenitis suppurativa, fueling debates over its "best-in-class" potential versus existing therapies. The community is actively discussing the stock's long-term clinical trajectory, ongoing buyout speculation involving major pharmaceutical players, and the impact of institutional accumulation amid persistent short-interest volatility.

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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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$WRD 
Cross Domain Computing Solutions, Regional President of Bosch China:

I have some great news to share with you all: at the latest &#39;Intelligent Driving Competition of Urban NOA Jinhua Stop, China&#39;, the Chery Exeed ET, powered by Bosch&#39;s intelligent driving solution, took first place. As always, it performed stunningly, securing first place in the competition for the third consecutive time, a historic achievement, having won all three stops in Wenzhou, Taizhou, and Jinhua.

🏆The Jinhua stop of the competition covers a total distance of 27 km, featured challenging scenarios, such as complex urban road conditions, mixed pedestrian and vehicle traffic, and dynamic evasive maneuvers. When faced with a sudden drop in the barrier, the Bosch solution achieved an industry-first breakthrough in practical application by executing a continuous automatic reverse maneuver to escape the situation. 

1/X

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WeRide Inc. - ADR

 
Cross Domain Computing Solutions, Regional President of Bosch China:

I have some great news to share with you all: at the latest 'Intelligent Driving Competition of Urban NOA Jinhua Stop, China', the Chery Exeed ET, powered by Bosch's intelligent driving solution, took first place. As always, it performed stunningly, securing first place in the competition for the third consecutive time, a historic achievement, having won all three stops in Wenzhou, Taizhou, and Jinhua.

🏆The Jinhua stop of the competition covers a total distance of 27 km, featured challenging scenarios, such as complex urban road conditions, mixed pedestrian and vehicle traffic, and dynamic evasive maneuvers. When faced with a sudden drop in the barrier, the Bosch solution achieved an industry-first breakthrough in practical application by executing a continuous automatic reverse maneuver to escape the situation. 

1/X

Niels

Through three precise adjustments, it safely navigated the obstacle, stunning the entire field with its cutting-edge technical prowess.

🎯These victories, from back-to-back successes in Taizhou and Wenzhou to the latest triumph in Jinhua, provide authoritative recognition of Bosch’s mass-production capabilities, safety credentials and scenario generalization capabilities from the competition and the market, and demonstrate the large-scale implementation of intelligent driving technology in China.

🏅In my opinion, Bosch&#39;s 1-stage end-to-end solution, built on the Orin Y platform, is currently the only intelligent driving solution in China that rivals Tesla&#39;s FSD experience in North America.

🚗Even more exciting is the imminent launch of the all-new Chery Exeed EX7, which is equipped with this intelligent driving solution from Bosch. When the time comes, I highly recommend taking the all-new EX7 for a test drive to experience true intelligent driving for yourself!

Through three precise adjustments, it safely navigated the obstacle, stunning the entire field with its cutting-edge technical prowess.

🎯These victories, from back-to-back successes in Taizhou and Wenzhou to the latest triumph in Jinhua, provide authoritative recognition of Bosch’s mass-production capabilities, safety credentials and scenario generalization capabilities from the competition and the market, and demonstrate the large-scale implementation of intelligent driving technology in China.

🏅In my opinion, Bosch's 1-stage end-to-end solution, built on the Orin Y platform, is currently the only intelligent driving solution in China that rivals Tesla's FSD experience in North America.

🚗Even more exciting is the imminent launch of the all-new Chery Exeed EX7, which is equipped with this intelligent driving solution from Bosch. When the time comes, I highly recommend taking the all-new EX7 for a test drive to experience true intelligent driving for yourself!

On top of this (last week) a post from
The president of Cross-Domain Computing Solutions of Bosch (clip testing a NIO ET5)

“Our ADAS mid trim solution for the Chinese market is the perfect example of what happens when our global expertise joins forces with our local teams in China. And I can tell you firsthand: You get an outstanding driving experience.

I’ve just come back from a test drive and it truly impressed me. Smooth, precise, confident. Even in complex situations, the system feels natural and in control, just like a human driver should. This is “local for local” at its best, combined with Bosch’s high safety standards.

And we’re gaining real momentum: A double-digit number of customers for our ADAS product family is already on board. Soon, our technology will hit the roads with Jetour, Dongfeng  Automobile  Co., Ltd., BAIC International, and one of China’s top two domestic OEMs.

So proud of the teams behind this and looking forward to what’s next. See you at Auto Beijing!”

The mid tier brands mentioned, with 2025 volumes (annual units per year) are:

Jetour (Chery Group): ~600,000
Dongfeng  Automobile:  ~150,000 - 200,000
BAIC International: ~40,000-60,000

The other non-named OEM is very likely Geely:

Geely Xingyuan (EX2 overseas): ~530,000
Geely E5 (EX5 overseas): ~160,000
Lynk &amp; Co 08/EM-P family: Part of ~350,000
Boyue series (SUVs): ~300,000
Binyue series (Coolray): ~250,000
Dihao series (Preface sedans): ~180,000
Zeekr X/7X: ~200,000-300,000

Of these mid tier models, ECARX dominates as Geely’s in-house ADAS partner (Geely has 25%+ ownership), powering unified perception/planning. Mobileye persists in Zeekr premium trims. Huawei is absent.

Ecarx is still 80% dependant on Geely for revenues. Low current ratio (0.53) signals liquidity pressure. I expect they’ll remain strategic within the Geely Group. But export models like Zeekr could certainly be a possibility, as well as Lynk&amp;Co legacy lines (also Mobileye) + export trims?

The mid tier brands mentioned, with 2025 volumes (annual units per year) are:

Jetour (Chery Group): ~600,000
Dongfeng  Automobile:  ~150,000 - 200,000
BAIC International: ~40,000-60,000

The other non-named OEM is very likely Geely:

Geely Xingyuan (EX2 overseas): ~530,000
Geely E5 (EX5 overseas): ~160,000
Lynk & Co 08/EM-P family: Part of ~350,000
Boyue series (SUVs): ~300,000
Binyue series (Coolray): ~250,000
Dihao series (Preface sedans): ~180,000
Zeekr X/7X: ~200,000-300,000

Of these mid tier models, ECARX dominates as Geely’s in-house ADAS partner (Geely has 25%+ ownership), powering unified perception/planning. Mobileye persists in Zeekr premium trims. Huawei is absent.

Ecarx is still 80% dependant on Geely for revenues. Low current ratio (0.53) signals liquidity pressure. I expect they’ll remain strategic within the Geely Group. But export models like Zeekr could certainly be a possibility, as well as Lynk&Co legacy lines (also Mobileye) + export trims?

@NLZ Really outstanding press. My hope for 2026 is 1MM units for all OEM by YE. Ambitious? Maybe. Maybe not.  
 
Why would an OEM that does not have its own internal  ADAS System chose to sell a lesser/cheaper option?   
 
 
In the Bloomberg interview Tony mentioned some great news is coming. 
 
UBER SEC filing toay shows they own &gt;5% of $WRD  
 
WeRide SEC filings show back-to-back buys on the buyback seperated by days. 
 
Is Tony ready to rock and roll?

StockTwits Web

 Really outstanding press. My hope for 2026 is 1MM units for all OEM by YE. Ambitious? Maybe. Maybe not.  
 
Why would an OEM that does not have its own internal  ADAS System chose to sell a lesser/cheaper option?   
 
 
In the Bloomberg interview Tony mentioned some great news is coming. 
 
UBER SEC filing toay shows they own >5% of 

  
 
WeRide SEC filings show back-to-back buys on the buyback seperated by days. 
 
Is Tony ready to rock and roll?