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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 is surging on massive AI-driven memory demand, with analysts dramatically raising price targets and the stock surpassing $1 trillion in market cap, sparking community discussion about its unstoppable momentum and future potential.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X Shares

The Direxion Daily Semiconductor Bear 3X Shares (SOXS) is trending as traders express disbelief and frustration over its continued decline amidst a persistent rally in semiconductor stocks. Discussions revolve around the sector's seemingly unstoppable upward momentum, with many betting on a future crash while others are caught in the 'AI bubble' and experiencing significant losses.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is experiencing significant attention due to its upcoming June launch of three BlueBird satellites, set to begin commercial services in July, alongside potential defense contract acceleration from government spending. The company is also seeing strong community sentiment, with investors highlighting the stock's potential for substantial growth and shorts getting 'wrecked'.

Momentus, Inc. engages in the provision of in-space infrastructure services. It offers space transportation and in-orbit servicing. The company was founded by Mikhail Kokorich in 2017 and is headquartered in Santa Jose, CA.

Momentus Inc - Ordinary Shares - Class A

Momentus Inc. (MNTS) is experiencing significant buzz, driven by community excitement around the upcoming SpaceX IPO and potential for a short squeeze. Traders are actively discussing early entries and the stock's ability to rebound from dips, with many seeing substantial upside potential fueled by space sector hype.

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 was founded on June 3, 2024 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

U.S. antitrust regulators are reportedly moving towards approving Paramount's acquisition of Warner Bros. Discovery, with discussions focusing on commitments for theatrical releases and the deal's potential impact on competition, driving significant investor conversation around the combined entity's future strategy and market position.

Sidus Space, Inc. is a space-as-a-service company. The firm focuses on commercial satellite design, manufacture, launch planning, mission operations and in-orbit support, and data collection with a vision to demonstrate space operations for new technologies, and deliver data and predictive analytics to both domestic and global customers. The company was founded by Carol M. Craig on July 17, 2012 and is headquartered in Merritt Island, FL.

Sidus Space Inc - Ordinary Shares - Class A

The space sector is experiencing a significant surge in interest, with $SIDU showing strong momentum as investors anticipate the SpaceX IPO and potential defense contracts, sparking discussions about short squeezes and sector rotation.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

The iShares Semiconductor ETF (SOXX) is experiencing intense market conversation, with discussions highlighting its parabolic rise and potential for extreme volatility, contrasting its theoretical upside with the limited gains of inverse ETFs like SOXS. Traders are debating whether the current surge in SOXX, fueled by AI demand and company-specific catalysts, represents a sustainable rally or an overextended bubble nearing a significant correction.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

The Direxion Daily Semiconductor Bull 3X Shares ETF ($SOXL) is experiencing extreme volatility and heated discussion, with traders debating whether the sector is in a sustainable rally or an unsustainable bubble. Community sentiment is sharply divided, with some aggressively buying leveraged positions while others warn of an imminent crash, citing rapid price increases and comparisons to past bubbles.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology Group is trending as investors anticipate its upcoming earnings call, with significant discussion around new AI data center capacity agreements and potential revenue growth. Community sentiment is mixed, with some expressing excitement about future prospects and others remaining cautious about execution and financing.

Zscaler, Inc. engages in the provision of a cloud-based internet security platform. It offers Zero Trust Exchange, Zscaler Client Connector, Zscaler Internet Access, Zscaler Private Access, Zscaler B2B, Zscaler Cloud Protection, and Zscaler Digital Experience. The company was founded by Jagtar Singh Chaudhry and K. Kailash in September 2007 and is headquartered in San Jose, CA.

Zscaler Inc

Community sentiment is divided on Zscaler following recent analyst actions and mixed earnings commentary, with some eyeing potential oversold bounces while others anticipate further downside due to concerns over decelerating growth and increased capital expenditures.

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$TX Q4 &#39;25 Earnings Results &amp; Recap

• Reported GAAP EPS of $0.62 down -56.64% YoY
• Reported revenue of $3.77B down -2.61% YoY
• Ternium anticipates an increase in Adjusted EBITDA and shipments in the first quarter of 2026 compared to Q4 2025, with Adjusted EBITDA margin also expected to improve due to higher revenue per ton.

Dan Opp

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Ternium S.A.

 Q4 '25 Earnings Results & Recap

• Reported GAAP EPS of $0.62 down -56.64% YoY
• Reported revenue of $3.77B down -2.61% YoY
• Ternium anticipates an increase in Adjusted EBITDA and shipments in the first quarter of 2026 compared to Q4 2025, with Adjusted EBITDA margin also expected to improve due to higher revenue per ton.

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