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SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is under pressure amid fears that Chinese rival CXMTs DRAM advances could intensify competition, alongside broader concerns about AI spending and selling in South Korean chip stocks. Traders are divided: some see risks to memory pricing and demand, while others argue CXMTs claims are unproven and SK Hynix remains well positioned in high-bandwidth memory, treating the selloff as an overreaction.

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands.

ASML Holding NV - New York Shares

ASML Holding NV

ASMLs quarterly results and higher full-year sales outlook are driving attention, but shares are under pressure after sales narrowly missed expectations. Traders are split between viewing the report and strong AI-related demand outlook as bullish and seeing the decline as a sell-the-news reaction or sign of disappointment.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Skydance Corp. - Ordinary Shares - Class B

Skydances warrant distribution is driving the discussion, with shareholders debating eligibility, brokerage delivery, and how the warrants separation from the shares affects the stock price. Some view the decline as a mechanical adjustment offset by warrant value, while others blame dilution and selling pressure; concern over the merged companys debt also weighs on sentiment.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

A former contractors guilty plea in an alleged scheme to divert Nvidia-equipped AI servers to China has renewed concerns about SMCIs legal and compliance risks amid a sharp selloff. Traders debate how much the case affects the company, noting SMCI has not been charged, while bullish posts point to AI demand and upcoming earnings; broader weakness in AI and semiconductor stocks is also cited as pressure.

Six Flags Entertainment Corp. engages in operating amusement parks in North America. It operates amusement parks, water parks, and resorts. The company is headquartered in Charlotte, NC.

Six Flags Entertainment Corp.

Six Flags Entertainment Corp

A fatal fall from the Goliath roller coaster at Six Flags Over Georgia, followed by precautionary closures of similar rides, is driving concern about safety, potential liability and damage to attendance and the companys reputation. Traders disagree on whether the selloff is justified or an overreaction, with some emphasizing the tragedys rarity and viewing the drop as a buying opportunity while the investigation continues.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

Attention centers on the awaited 80th-event milestone and final analysis of SELLASs Phase 3 REGAL trial of GPS in AML. Traders are speculating that recent trading and options activity, the companys large ASH booth, and its silence could signal strong data or a buyout, while others stress that neither a data leak nor a deal is confirmed.

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 selloff is being tied mainly to fears that Chinese chipmaker CXMT could become a stronger memory competitor, alongside broader pressure on semiconductor stocks. Traders disagree on the threats significancesome worry about future supply and pricing, while others point to unverified production claims and sustained AI-memory demand; Elon Musks praise of Microns pricing drew a more bullish response.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

Ryan Cohens latest open-market purchase, extending his recent buying streak, is driving attention. Many traders view it as a bullish confidence signal and speculate about a squeeze tied to the warrants, while others question whether insider buying can sustain gains and warn of possible dilution.

What is Amp?  Amp is described as the new digital collateral token offering instant, verifiable assurances for any kind of value transfer. Using Amp, networks like Flexa can quickly and irreversibly secure transactions for a wide variety of asset-related use cases.  How does Amp work?  Amp claims to offer a straightforward but versatile interface for verifiable collateralization through a system of collateral partitions and collateral managers. Where collateral partitions can be designated to collateralize any account, application, or even transaction, and carry balances which are directly verifiable on the Ethereum blockchain, collateral managers are smart contracts that can lock, release, and redirect collateral in these partitions as needed in order to support value transfer activities. Amp supports a wide variety of use cases for collateralization, and also introduces the concept of predefined partition strategies, which can enable special capabilities such as collateral models through which tokens can be staked without ever leaving their original address.

AMP Token

A sharp AMP price and volume surge is driving attention, with traders describing a possible technical breakout or altcoin-rotation move and others linking the longer-term thesis to Flexa payments and ANVL. Skeptics call it another short-lived pump and question adoption; no specific confirmed catalyst is established.

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management (GWIM), Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The GWIM segment focuses on solutions to meet clients’ needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other. The company was founded by Amadeo Peter Giannini in 1904 and is headquartered in Charlotte, NC.

Bank Of America Corp.

Bank of America Corp

Regulators major penalty over Bank of Americas anti-money-laundering and sanctions-compliance failures dominates discussion ahead of quarterly results. Traders debate whether the compliance findings pose lasting risk or the financial hit is manageable, with some expecting further weakness and others treating the news as a buying opportunity.

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$PINS  @durocali  I am with you on this.  This is a good synopsis.  I think we will see these levels in 2027.  Not sure when, but I do think it is inevitable. I think this new CFO also might be able to eventually take it higher too.

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Duro Calie

$PINS  quiet, persistent, stealth 20% move up from $18&#39;s last 2wks. still growing double digits with a PEG under 0.40, a fwd P/E around 9, gross margin ~80% and FCF margin over 25%, imo this should be fairly a $30-$35 stock.  holding not trading shares.. NFA and glta.

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Pinterest Inc

  I am with you on this.  This is a good synopsis.  I think we will see these levels in 2027.  Not sure when, but I do think it is inevitable. I think this new CFO also might be able to eventually take it higher too.