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PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

Reports that Advent International and Stripe have abandoned their pursuit of PayPal are removing the takeover premium and driving the sharp selloff. Traders are divided between viewing the drop as an overreaction and buying opportunity based on cash flow, buybacks and standalone value, versus arguing that competitive pressures and weak growth justify further downside; a renewed bid remains speculative.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

A post-earnings selloff is driving attention after a modest beat and higher multi-year outlook failed to satisfy elevated expectations, with traders focused on near-term gross-margin compression and the larger Google AI-chip revenue contribution arriving later. The community is split between bears calling the stock overvalued and bulls viewing the decline as a buying opportunity ahead of further Google details and the investor day.

LightPath Technologies, Inc. engages in the design, development, manufacture, and distribution of optical and infrared components. Its products include molded glass and assemblies, infrared molded lenses, diamond turned, conventional ground and polished ground lenses and assemblies, and collimator assemblies, which are used in applications involving light detection and ranging technology. The firm supports a range of customers in the field of industrial, laser, defense, medical, telecommunications, and instrumentation. The company was founded in1985 and is headquartered in Orlando, FL.

Lightpath Technologies, Inc. - Ordinary Shares - Class A

Concerns that the Army has widened its search for a Stinger replacement and that the NGSRI award could face more competition or delay are driving the selloff. Traders debate whether this threatens LightPaths opportunity, while bullish participants argue the company could still win seeker design-ins across multiple platforms rather than the missile itself.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

A post-earnings selloff is driving attention after IREN missed quarterly expectations and reported a large loss partly tied to decommissioning bitcoin-mining equipment, while its AI cloud transition showed strong growth and substantial contracted capacity. Traders are divided between viewing the results as a temporary transition cost and focusing on unclear guidance, heavy planned capex, dilution risk, and execution concerns.

Rubrik, Inc. engages in the provision of cloud data management solutions. Its solutions include backup and recovery, VM backup, Microsoft 365, ransom ware recovery, database backup, cloud solutions, and Polaris sonar. Rubrik products include data protection, data threat analytics, data security posture and cyber recovery. The company was founded by Bipul Sinha, Arvind Jain, Soham Mazumdar, and Arvind Nithrakashyap in December 2013 and is headquartered in Palo Alto, CA.

Rubrik Inc. - Ordinary Shares - Class A

Rubrik Inc. - Class A

Rubrik is drawing attention after reporting a strong quarterly beat and raising full-year guidance, yet shares sold off sharply in a sell-the-news reaction following a substantial pre-earnings rally. Traders are divided between viewing the decline as profit-taking and an options-driven move, versus concerns about slower adjusted cloud ARR growth, limited guidance flow-through, dilution, and elevated valuation.

Affirm Holdings, Inc. operates a platform for digital and mobile-first commerce. Its platform consists of three core elements: a point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. The company was founded by Max R. Levchin in 2012 and is headquartered in San Francisco, CA.

Affirm Holdings Inc - Ordinary Shares - Class A

Affirm Holdings Inc

A strong fiscal Q4 earnings report, above-consensus revenue and GMV, and upbeat forward guidance have driven bullish attention toward Affirm, with traders citing the companys growth and profitability. Debate remains over the quality of the earnings improvement, including a one-time tax benefit, alongside concerns about delinquencies, valuation, and BNPL consumer-credit risk.

Gap, Inc. operates as a global apparel retail company, which offers clothing, apparel, accessories, and personal care products for men, women, and children. The firm operates through the following segments: Gap Global, Old Navy Global, Banana Republic Global, Athleta, and Other. The Gap Global segment includes apparel and accessories for men and women under the Gap brand, along with the GapKids, BabyGap, GapMaternity, GapBody, and GapFit collections. The Old Navy Global segment offers clothing and accessories for adults and children. The Banana Republic Global segment provides clothing, eyewear, jewelry, shoes, handbags, and fragrances. The Athleta segment offers fitness apparel for women. The company founded by Donald G. Fisher and Doris F. Fisher in July 1969 and is headquartered in San Francisco, CA.

Gap, Inc.

A quarterly earnings beat, higher full-year profit outlook, strong comparable sales at the namesake Gap brand, and a new Old Navy CEO have driven the sharp rally. Traders are broadly bullish and discussing short covering, but some remain cautious because revenue missed expectations, Old Navy and Athleta weakened, and margin gains were partly tied to tariff recovery.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

Anticipation of Fed commentary from Kevin Warsh and upcoming inflation data is driving the discussion, with traders debating whether a hawkish rate outlook could pressure SoFi or whether falling yields would support fintech stocks. The community is also focused on repeated resistance near the stocks current level, alongside speculation about future S&P 500 inclusion and a potential Visa partnership.

We believe that there are significant, attractive investment opportunities that exist within industries that benefit from strong Environmental, Social and Governance (“ESG”) profiles. While investing in ESG covers a broad range of themes, we are focused on evaluating suitable targets that have existing environmental sustainability practices or that may benefit, both operationally and economically, from our management team’s commitment and expertise in executing such practices.

TMC the metals company Inc

NOAA permitting progress on TMCs deep-seabed mining applications, including certification and publication of filings, is driving renewed attention and heavy volume. Traders are also speculating that government funding or contracts and upcoming Brownsville processing milestones could extend the move, while others attribute the rally mainly to options-driven gamma and short-covering dynamics.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980 and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Anticipation of Sareptas FSHD and DM1 clinical readouts, alongside a setback for rival Capricors DMD therapy, is supporting a rebound in SRPT. Traders are debating whether the sharp move reflects short covering and heavy options activity or unconfirmed buyout and news-leak speculation.

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Palo Alto Networks CEO Nikesh Arora Warns Memory ‘Supercycle’ Will Eventually Turn Cyclical, Flagging Risk For Micron, SanDisk

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https://stocktwits.com/news/equity/markets/palo-alto-networks-ceo-nikesh-arora-warns-memory-supercycle-will-eventually-turn-cyclical-flagging-risk-for-micron-san-disk/cZYAGAKRJAe

Destiny Song

"All supply constraints over time have to equate, when excess profits are made in a category all innovators arrive," Arora said.

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Palo Alto Networks CEO Nikesh Arora Warns AI Memory 'Supercycle' Will Eventually Turn Cyclical: 'When? Not Smart Enough To Call'

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Micron Technology Inc

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Roundhill ETF Trust - Roundhill Memory ETF

Palo Alto Networks Inc

Palo Alto Networks CEO Nikesh Arora Warns Memory ‘Supercycle’ Will Eventually Turn Cyclical, Flagging Risk For Micron, SanDisk



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