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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

Microns fiscal Q4 earnings report is the focus, with traders weighing AI-driven memory demand and whether guidance, margins, and pricing support a lasting upcycle. Many expect a strong report, but others worry optimism is already priced in and the shares could sell off if the outlook falls short or fails to extend the boom.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins prolonged selloff is being tied to bearish analyst commentary questioning whether its AXON ad platform is nearing a growth ceiling and whether Unitys competition could pressure market share and margins. Traders are divided: some see the reports and the Unity data dispute as warning signs, while others argue that e-commerce adoption and pixel-install growth remain strong and are buying the pullback.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Positive 24-month HOPE-3 extension data for Capricors Duchenne muscular dystrophy therapy deramiocel, including slower upper-limb decline among patients who switched from placebo, has driven attention ahead of the FDA decision. Bullish traders see the findings as strengthening the approval case, while skeptics argue the open-label results do not resolve prior FDA concerns; short-squeeze talk remains speculative.

Liquidia Corp. operates as a holding company which engages through its subsidiary in developing and commercializing biopharmaceutical products and novel products development used in PRINT technology to transform the lives of patients. The company was founded in June 2004 and is headquartered in Morrisville, NC.

Liquidia Corp

Liquidia shares are plunging after a Delaware court ruled that two United Therapeutics patent claims are valid and infringed by YUTREPIA; the potential remedies remain uncertain, and Liquidia says it plans to appeal and pursue a label change. Traders are split between fearing restrictions on the drug and viewing the selloff as an overreaction, with the ruling and possible impact on YUTREPIA dominating discussion.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhoods product summit put AI trading agents, weekend stock trading, crypto perpetual futures and earnings prediction contracts at the center of discussion. The shares sharp reversal after a premarket rise drew sell-the-news reactions; some traders saw the new products as a growth opportunity, while others criticized the presentation and the platforms expansion of gambling-like features.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following segments: Walmart U.S., Walmart International, and Sam's Club U.S. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club U.S. segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmarts sharp post-earnings pullback dominates discussion, with traders pointing to softer U.S. comparable sales and cautious guidance despite the reported beat. Bulls view the decline as a buying opportunity and anticipate a rebound, while bears focus on the stocks elevated valuation and continuing technical weakness.

Fair Isaac Corp. engages in the provision of decision management solutions. It operates through the Software and Scores segments. The Software segment includes pre-configured analytic and decision management solutions designed for a specific type of business need or process. The Scores segment focuses on business-to-business scoring solutions and services, business-to-consumer scoring solutions and services including myFICO solutions for consumers and associated professional services. The company was founded by Bill Fair and Earl Isaac in 1956 and is headquartered in San Jose, CA.

Fair Isaac Corp.

Fair, Isaac Corp.

The FHFAs move to place VantageScore alongside FICO on Fannie Mae and Freddie Macs mortgage pricing grid, alongside lender interest in the cheaper alternative, has raised concerns that FICO could lose mortgage-scoring market share and pricing power. Traders are divided between viewing this as a lasting threat to its competitive moat and a sharp overreaction that creates a buying opportunity.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candels prostate-cancer biomarker findings for CAN-2409showing sustained immune remodeling and T-cell activationare driving attention, alongside the companys reiteration that its BLA submission remains planned for Q4 2026. Some traders view the data as supportive of the regulatory case, while others question the limited, high-level results and worry that study updates could signal a filing delay; the stocks decline despite the news has added to the debate.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

ZETA is drawing attention after a sharp rally, with traders pointing to strong buying and momentum rather than a clearly confirmed company-specific headline. The community is also anticipating announcements at Zeta Live and discussing analyst commentary and software-sector strength, while some question whether the move can hold.

Synopsys, Inc. engages in the provision of electronic design automation (EDA) software that engineers use to design and test integrated circuits (ICs). It also offers semiconductor intellectual property (IP) products. It operates through the Design Automation and Design IP segments. The Design Automation segment includes silicon design, verification of products and services, and Ansys products, and system integration of products and services. The Design IP segment refers to interface, foundation, security, and embedded processor IP, IP subsystems, and IP implementation services that serve companies primarily in the semiconductor and electronics industries. The company was founded by Aart J. de Geus, Bill Krieger, Dave Gregory, and Rick Rudell in December 1986 and is headquartered in Sunnyvale, CA.

Synopsys, Inc.

Synopsys Inc

Synopsys expanded multi-year collaboration with Amazon, making AWS the lead customer for application-optimized silicon IP used in custom chips, is driving attention. Traders view the deal and its license-plus-royalty model as a potential AI and custom-silicon growth opportunity, though some remain cautious amid SNPSs volatile price action.

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$NFLX Downtrends are never easy to hold through and that’s the point. When it turns it will be too late. This is long overdue for a 20% day and it probably happens Q3 or Q4 ER if they boost advertisment guidance for 2027 while showing international growth remains in the 15-25% range while US/CAN holds double digit growth rates around 10%. Patience this -50% off stock price is a gift.

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Netflix Inc

 Downtrends are never easy to hold through and that’s the point. When it turns it will be too late. This is long overdue for a 20% day and it probably happens Q3 or Q4 ER if they boost advertisment guidance for 2027 while showing international growth remains in the 15-25% range while US/CAN holds double digit growth rates around 10%. Patience this -50% off stock price is a gift.

Jake

@NetflixAndChillBro question is how much weight we put on ads $ and international growth

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 question is how much weight we put on ads $ and international growth

Ray Tun

@NetflixAndChillBro even with 20% this will only get back to the 90’s

 even with 20% this will only get back to the 90’s