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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 Technology is facing significant downward pressure as investors rotate out of semiconductor stocks following a massive sector-wide rally and reports that Meta is considering monetizing excess AI compute capacity. Community discussion remains polarized, with many retail traders viewing the volatility as a routine accumulation opportunity and long-term buying window, while others express concern over softening AI infrastructure demand and potential competition from alternative memory suppliers.

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 stock is experiencing high volatility as investors react to reports of Meta potentially entering the cloud infrastructure market, which has sparked concerns about future demand and competition for compute capacity. While bears worry that Meta's internal cloud expansion could pressure margins or reduce reliance on neocloud providers, many community members argue the selloff is an overreaction to a long-term supply-constrained market where existing multi-billion dollar contracts ensure demand remains robust.

Jack in the Box, Inc. engages in the provision of developing, operating, and franchising a chain of quick-service and fast-casual restaurants. It operates through the Jack in the Box and Del Taco segments. The Jack in the Box segment offers a selection of distinctive products including classic burgers and other product lines such as Buttery Jack Burgers. The company was founded by Robert Oscar Peterson in 1951 and is headquartered in San Diego, CA.

Jack In The Box, Inc.

Jack in the Box is trending due to a high-conviction short squeeze thesis, with retail investors highlighting its small float and significant short interest relative to its available shares. Community members are actively debating the stock's potential for a massive move, frequently comparing its technical setup to other major short squeeze plays and weighing it against competitors in the fast-food sector.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is surging following reports that the company plans to launch a cloud-computing business to monetize its massive excess AI infrastructure, sparking intense community debate over whether this pivot signals a new revenue-generating catalyst or an admission of overbuilt capacity. While traders are actively debating the long-term impact on the AI-infrastructure sector and neocloud competitors, bulls are interpreting the news as a strategic shift toward ROI that could justify the company's significant capital expenditure.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is trending as investors weigh significant operational progress, including the scheduled delivery of new AI data center capacity, against a broader sector sell-off triggered by concerns over hyperscaler compute supply. The community remains focused on the company's long-term contracted backlog and execution capabilities, actively debating whether the recent price volatility represents a strategic buying opportunity or a deeper shift in market sentiment toward AI infrastructure.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is trending downward following reports that Meta is developing an internal initiative to monetize its excess AI compute capacity, sparking investor concerns over potential future competition and long-term pricing power for neocloud providers. Despite the sell-off, the community is debating whether this signals a genuine supply glut or merely a strategic monetization of assets, with many long-term holders pointing to CoreWeave's ironclad, multi-year contracts as a buffer against near-term headline volatility.

Ford Motor Co. engages in the manufacture, distribution, and sale of automobiles. It operates through the following segments: Ford Blue, Ford Model E, Ford Pro, Ford Credit, and Corporate Other. The Ford Blue, Ford Model E, and Ford Pro segment includes the sale of Ford and Lincoln vehicles, service parts, and accessories, together with the associated costs to develop, manufacture, distribute, and service the vehicles, parts, and accessories. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. The Corporate Other segment refers to corporate governance expenses, past service pension and OPEB income and expense, interest income and gains and losses from cash, cash equivalents, and marketable securities, and foreign exchange derivatives gains, and losses associated with intercompany lending. The company was founded by Henry Ford on June 16, 1903 and is headquartered in Dearborn, MI.

Ford Motor Co.

Ford Motor Co

Ford is currently experiencing significant market momentum fueled by the launch of Ford Energy and strategic partnerships aimed at positioning the automaker within the grid-scale power and data center infrastructure sector. Community discussion is focused on the potential for long-term valuation rerating, with many traders analyzing institutional call option activity and upcoming product reveals as catalysts for continued upside.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is currently the focal point of intense market speculation as investors position themselves ahead of the upcoming quarterly delivery report, fueling active debate on social media about whether the stock will continue its recent rally or trigger a significant sell-the-news pullback. Traders are also dissecting broader narratives surrounding AI and robotics initiatives, with sentiment sharply divided between bullish expectations for delivery beats and skepticism over the company's valuation and long-term margins.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is experiencing significant volatility and trading momentum as investors pivot their focus toward the company's expanding oncology pipeline and the upcoming FDA advisory committee vote on its mRNA-based influenza vaccine. Community sentiment remains deeply divided, with bulls highlighting the platform's long-term diversification strategy while bears focus on regulatory hurdles and the ongoing debate regarding mRNA technology.

Roundhill ETF Trust - Roundhill Memory ETF

Roundhill Memory ETF (DRAM) is experiencing heightened volatility and profit-taking as investors weigh structural demand for AI-driven memory against concerns over Korean market exposure and pending supply capacity expansions. Community discourse remains divided, with long-term bulls pointing to the upcoming SK Hynix Nasdaq listing and persistent supply bottlenecks as key catalysts for a rebound, while bears highlight potential overvaluation and cyclical risks.

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Cantor reiterated $APLS Overweight/$39 after competitor $ALPMY reported preliminary IZERVAY™ figures. 
$OCUL $EYPT REGN $SRZN RHHBY 
William Blair reiterated $APLS at an Outperform rating after competitor $ALPMY hosted a business update call to provide a U.S. commercial update on Izervay. 
 
Both Seem to Question #s 
 
Cantor and William Blair said in their notes to investors:

Buylowandwait

Georgeson

Citi, on 5/21,⬇️ $APLS PT to $41 from $49 &amp; reit&#39;d at a Buy + issued a 90-day upside Catalyst Watch on $APLS and said, &quot;We have lowered our TP to $41 from $49 to reflect a more gradual long-term ramp for Syfovre in GA and Empaveli in PNH following 1Q25.&quot; 
$NVS $AZN $RHHBY  
Citi added, &quot;Our bull thesis is anchored on Empaveli&#39;s expected approval on/by July 28, 2025 and launch in the adjoining kidney diseases C3G/IC-MPGN and we are issuing an upside Catalyst Watch ahead of the PDUFA. 
We note the stock now trades only marginally above our Bear case of ~$16 (DCF), which would imply no C3G/IC-MPGN approval and material revenue erosion for both Syfovre and Empaveli. 
 
We now model 2025E Syfovre/Empaveli at ~$575M/~$105M, hence via an alternative multiples valuation, only ~3x sales with zero-growth/zero-pipeline. 
 
Even without C3G/IC-MPGN, the stock is still worth ~$28 (DCF) in our view. Reiterate Buy, and recommend adding/building at these levels. 
 
Citi went on to say:

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Apellis Pharmaceuticals Inc

Novartis AG

AstraZeneca PLC

Roche Holdings AG ADR

Quantumup

Cantor reiterated $APLS Overweight/$39 after Apellis announced Empaveli received sNDA approval in patients 12 years or older with C3G or primary IC-MPGN.&quot; 
$NVS $AZN 
Cantor added, &quot;The label specifically includes eGFR data (showing stability) with a time series insert that&#39;s not present in Fabhalta label. 
 
C3G/IC-MPGN patients can use commercially approved pump or Empaveli injector, twice-weekly subQ administration compared to twice daily oral Fabhalta. 
 
C3G is potentially a $1B+ opportunity for Apellis in the U.S. In 2025E, we model~$4.5M (FactSet $12.4M) revenue and in 2026E ~$106M (FactSet $114.2M). 
 
We think Novartis&#39; Fabhalta launch in C3G provides a nice proof of commercial opportunity, and Empaveli can and likely will be used in a wider population (IC-MPGN, post-transplant, adolescents).&quot;

ASTELLAS PHARMA/ADR

Ocular Therapeutix Inc

EyePoint Pharmaceuticals Inc

Surrozen Inc

 reported preliminary IZERVAY™ figures. 


 at an Outperform rating after competitor 

 hosted a business update call to provide a U.S. commercial update on Izervay. 
 
Both Seem to Question 

 
 
Cantor and William Blair said in their notes to investors:

@Quantumup If Syfovre does anything over $150m we’re back in business.

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 If Syfovre does anything over $150m we’re back in business.