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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 experiencing extreme volatility following strong Q2 earnings and an extended partnership with Kioxia, driven by booming AI and data center demand for memory chips; however, the community remains divided between those forecasting a 'memory supercycle' and others predicting an imminent pullback after its parabolic run.

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 trending upward as its CFO clarified that HBM4 shipments began earlier than expected, debunking negative rumors and reinforcing strong demand that has already sold out 2026 HBM supply. The community is actively discussing significant upside potential and robust sector tailwinds despite some skepticism about the rapid gains.

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

AppLovin is trending after a perplexing sell-off following strong earnings and upbeat guidance, which many in the community attribute to initial misreporting by news outlets and prior short-seller allegations now retracted; this fuels debate over the stock's valuation versus perceived manipulation.

Berachain

BERA is trending amidst a polarized community debate, with strong bullish sentiment driven by its rapidly growing Total Value Locked (TVL), unique Proof-of-Liquidity model, and ecosystem upgrades, contrasting with bearish concerns over token dilution from unlocks and perceived 'pump and dump' dynamics.

NovoCure Ltd. is an oncology company which engages in the development, manufacture, and commercialization of Optune for the treatment of a variety of solid tumors. Its platform is called the Tumor Treating Field which uses electric fields tuned to specific frequencies to disrupt solid tumor cancer cell division. The company was founded by Yoram Palti in 2000 and is headquartered in St. Helier, Jersey.

NovoCure Ltd

NovoCure is trending sharply upward following FDA approval of Optune Pax for pancreatic cancer, marking the first new therapy in almost three decades and sparking community discussion around potential massive gains and a significant short squeeze, though some investors are debating the clinical benefit and commercial execution challenges.

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 following its strategic divestiture of Del Taco to address substantial debt and implement a brand turnaround. This move is sparking intense debate among investors, with some anticipating a recovery and potential short squeeze, while others remain deeply concerned about persistent operational challenges and the company's financial health.

RELX Plc engages in provision of information and analytics solutions for professional and business customers across industries. It operates through the following business segments: Scientific, Technical & Medical, Risk, Legal Exhibitions and Print & print-related. The Scientific, Technical & Medical segment is a global information analytics business that helps institutions and professionals advance healthcare, open science, and improve performance for the benefit of humanity. The Risk segment provides customers with solutions and decision tools that combine public and industry specific content with advanced technology and analytics to assist them in evaluating and predicting risk and enhancing operational efficiency. The Legal segment is a global provider of legal, regulatory and business information and analytics that helps customers increase productivity, improve decision-making and outcomes and advance the rule of law around the world. The Exhibitions segment is an event business, enhancing the effect of face-to-face through data and digital tools. The Print & print-related segment consistent with financial information provided to the board. The company was founded by Albert Edward Reed in 1903 and is headquartered in London, the United Kingdom.

RELX Plc - ADR

RELX is experiencing a significant sell-off driven by market concerns over new AI legal plug-ins from Anthropic's Claude and OpenAI Frontier, sparking fears of disruption in the legal and IT sectors. However, the community largely views this as an overreaction, highlighting RELX's strong fundamentals, irreplaceable data moat, and its strategic position as a high-quality AI data play currently seen as deeply oversold.

Sanofi engages in the research, production, and distribution of pharmaceutical products. It operates through the Biopharma segment, which comprises commercial operations and research, development and production activities relating to the specialty care, general medicines and vaccines franchises plus support and corporate functions, for all geographical territories. The company was founded in 1973 and is headquartered in Paris, France.

Sanofi - ADR

Sanofi-Aventis

Sanofi is trending following its recent completion of the Dynavax acquisition, which expands its vaccine portfolio and includes a licensed oral COVID-19 vaccine, as investors also weigh other pipeline updates like new eczema drug data and regulatory milestones, alongside continuous speculation for further strategic M&A in the broader biotech sector.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software faces intense pressure after its Q4 report showed an earnings beat but tempered Q1 guidance, fueling a massive sell-off. The community is fiercely debating whether this steep drop is an overreaction and a buying opportunity, or a reflection of underlying concerns about AI competition and future growth.

Vanguard Group, Inc. - Vanguard Total Stock Market ETF

Vanguard Total Stock Market ETF

Vanguard Total Stock Market ETF ($VTI) is trending as market participants closely watch how broader economic conditions and political actions, particularly those linked to Donald Trump's policies, are influencing overall market sentiment, leading many in the community to discuss its role as a key barometer for U.S. stock performance.

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$EEMMF Any ceo willing to get interviewed (and impress) Mr. lithium deserves a medal. https://open.spotify.com/episode/56gbPM1YXaTmtDz98IaXnN?si=I9qmW78tR1yxl9YkDUYetQ&amp;pi=NHSTsK-OT4a4q&amp;t=3204

Listen to this episode from The Global Lithium Podcast on Spotify. Chris Doornbos is the Founder and CEO of E3 Lithium.Topics:Thinking differently about lithiumThe Alberta advantageThe TeamDLESorbent flexibilityTimingFinancing optionsPrice & price supportsThe "lithium buyer's club"?The cost curveInfluencing policyThe critical pathRapid fire