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London-based Quant Network is set to revolutionise blockchain technology with the development of their blockchain operating system Overledger. The experienced team are determined to fulfil the original vision of the internet by creating an open trusted network for people, machines, and data to operate securely and safely.  Overledger -the first interoperable blockchain operating system that facilitates internet-scale development of decentralised, multi-chain applications. Overledger has the ability to unlock and distribute value and applications across current and future blockchains. It is an agnostic platform that connects the world's networks to blockchains and ensures you're not limited to any single a vendor or technology. Overledger is the only platform that facilitates the development of internet-scales development of decentralised, multi-chain applications.

Quant

Traders are focused on Quants reported selection by The Clearing House for its On-Chain Money Initiative, which has fueled a speculative rally around expected institutional use of its technology. Bullish traders cite bank adoption and limited token supply, while skeptics question whether the deal creates direct demand for QNT and point to sharp pullbacks and profit-taking.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Michael Burrys move from a Palantir short position into puts, alongside his warning that the AI bubble could burst sooner than expected, is fueling debate. Bears cite valuation and bubble concerns, while bulls dismiss Burrys view and point to Palantirs AI business and recent share-price strength.

Kodiak Sciences, Inc. is a clinical-stage biopharmaceutical company, which engages in the research, development, and commercialization of therapeutics for retinal diseases. Its product pipeline includes KSI-301 for wet AMD, KSI-301 for diabetic eye disease, KSI-501 for DME and uveitis, KSI-201 for resistant wet AMD, and KSI-401 for dry AMD. The company was founded by Stephen A. Charles and Victor Perlroth in 2009 and is headquartered in Palo Alto, CA.

Kodiak Sciences Inc

Kodiaks Phase 3 DAYBREAK trial resultsboth experimental eye drugs met their primary endpoints in wet AMDsparked a sharp rally and bullish enthusiasm, including talk of a short squeeze. Traders are also debating whether the move is overextended, with concerns about competition, the path to FDA approval, and possible future fundraising or dilution.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB shares plunged after CEO CJ Desai abruptly left for a senior role at Meta, with the departure drawing extra scrutiny ahead of Investor Day. Traders are divided between calling the selloff an overreactionciting reaffirmed guidance and former CEO Dev Ittycherias return as interim chiefand worrying about leadership and strategic uncertainty.

Summit Therapeutics, Inc. is a biopharmaceutical company, that focuses on the discovery, development, and commercialization of patient, physician, caregiver, and societal-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs. The firm conducts clinical programs focusing on Clostridioides Difficile Infection (CDI). Its lead product, Ridinilazole, is an orally administered small molecule antibiotic that is in Phase III clinical trials for the treatment of CDI. The company was founded in 2003 and is headquartered in Miami, FL.

Summit Therapeutics Inc

AstraZenecas agreed $2 billion strategic equity investment in Summit, alongside a clinical-trial collaboration for ivonescimab, is driving attention and easing concerns about the biotechs funding needs. Traders largely see the deal as a major vote of confidence and speculate about short covering or a future buyout, while others stress that it is an investmentnot an acquisitionand does not resolve FDA or clinical risk.

C3.ai, Inc. engages in the provision of enterprise artificial intelligence software for digital transformation. It delivers the C3 AI suite for developing, deploying, and operating large-scale AI, predictive analytics, and Internet of Things applications in addition to a portfolio of turn-key AI applications. It operates through the following geographical segments: North America, Europe, The Middle East, and Africa, Asia Pacific, and Rest of World. The company was founded by Thomas M. Siebel, Patricia A. House and Stephen Maurice Ward, Jr. on January 8, 2009 and is headquartered in Redwood City, CA.

C3.ai Inc - Ordinary Shares - Class A

C3.ai Inc

C3.ais latest quarterly results are driving discussion: revenue declined and its next-quarter outlook fell short of expectations, despite an adjusted loss beat, positive free cash flow and stronger bookings. Traders are split between doubts about the turnaround and cash burn, and optimism about restructuring, new customer wins and potential short covering.

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 quarterly earnings report is the dominant focus, with traders watching forward guidance and whether AI-driven DRAM and HBM demand can sustain tight memory supply. Bulls expect strong results, while skeptics question whether high expectations are already priced in and warn that memorys cyclical nature could bring a sell-the-news reaction; broader weakness in tech adds to the caution.

Barrick Mining Corp. engages in the production and sale of gold, copper, and related activities. It also provides exploration and mining development. It operates through the following business segments: Carlin, Cortez, Turquoise Ridge, Pueblo Viejo, Loulo-Gounkoto, Kibali, Veladero, North Mara, Bulyanhulu, and Other Mines. The company was founded by Peter D. Munk in 1983 and is headquartered in Toronto, Canada.

Barrick Mining Corp.

Barrick Mining Corp

Golds sharp decline amid rising Treasury yields and increased Fed rate-hike expectations is weighing on Barrick and other miners. Traders are split between near-term caution over the pressure on gold and a longer-term bullish view of precious metals.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webulls sharp selloff and persistent underperformance versus Robinhood and other fintech peers dominate discussion. Traders cite insider share sales and potential dilution from an employee share plan as possible pressures, while others argue the companys fundamentals remain solid; sentiment is split between further downside and hopes for an oversold rebound, with no consensus on a definitive cause.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Fireflys expanded cleanroom, which can support production of more lunar landers and in-space vehicles, is drawing attention as a sign of growing manufacturing capacity. Traders are upbeat about the scale-up and recent share strength, while others question the rally and point to execution and cash-burn risks.

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$MU the person with the 25.65 EPS for 1Q27 revised their estimate.   Now the lowest Estimate is 29.51 which is a 27% increase in 6 months. 
 
HBM4 makes 80% more per wafer start than HBM3E.  VA is adding 8% to wafer starts to make DDR4  Freeing up more DUV for $HBM and RDIMM memory.    
  
RDIMM alone has going up 80% in 3 months.    Cost have not increased that much.  The labor issues will be settled for about 5% of operating income.   The Next 3 months we will see MASSIVE price increases in memory because shortages will be real.   
 
In the 6 months its reasonable to think $MU Top line will 2x  
 
27% is better than 2% but come on.  $MU will have a higher market cap than $NVDA in 3 years.   So many analyst haven&#39;t updated their numbers.

OptionEd

Sirfresco

$MU 3Q26 = $25.11 EPS 
Memory prices have doubled since will go up more 
Currently in 1Q27 will get earnings in ~105 days 
Some analyst thinks  $MU EPS will be 25.65 
WSPM will be 8% higher 
 
If $MU is selling more units, at 2-3x the price with the same basic cost why would EPS only go up 2% 
 
Lets be honest the high estimate of 47.81 is too low 
 
HBM4 makes 2x per wafer start than HBM3E, RDIMM memory is up 30% in the last month.  All memory prices are up 
 
$MU needs to shut down fabs and start moving DUV to the USA.   Or at least the key part.  Then Union workers will agree to the generous bonuses offered.

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Sofa King

Hudbay Minerals Inc.

 the person with the 25.65 EPS for 1Q27 revised their estimate.   Now the lowest Estimate is 29.51 which is a 27% increase in 6 months. 
 
HBM4 makes 80% more per wafer start than HBM3E.  VA is adding 8% to wafer starts to make DDR4  Freeing up more DUV for 

 and RDIMM memory.    
  
RDIMM alone has going up 80% in 3 months.    Cost have not increased that much.  The labor issues will be settled for about 5% of operating income.   The Next 3 months we will see MASSIVE price increases in memory because shortages will be real.   
 
In the 6 months its reasonable to think 

 Top line will 2x  
 
27% is better than 2% but come on.  

 in 3 years.   So many analyst haven't updated their numbers.