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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 Technology is trending as investors react to rising memory prices and potential supply shortages in the AI-driven data center market, with some analysts predicting significant earnings growth. Community members are actively debating whether the stock is overbought, while others highlight positive analyst upgrades and the potential for further gains. The discussion also includes comparisons to sector peers and the broader implications for the semiconductor industry.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is trending following news of its acquisition of Lanteris Space Systems, a deal that expands the company's capabilities beyond lunar missions. The community is discussing the implications of this acquisition, viewing it as a strategic move that positions LUNR as a major player in the broader space economy and opens doors to lucrative government and defense contracts.

TSS, Inc. engages in the provision of comprehensive services for the planning, design, development and maintenance of mission-critical facilities and information infrastructure as well as integration services. It operates through the Facilities and Systems Integration Services business segments. The Facilities segment consists of the design, project management, and maintenance of data center and mission-critical business operations. The Systems Integration segment integrates information technology equipment for original equipment manufacturer vendors and customers to be used inside data center environments, including modular data centers. The company was founded by Gerard J. Gallagher on December 20, 2004 and is headquartered in Round Rock, TX.

TSS Inc

TSSI is trending as investors dissect recent performance and future potential amid the AI infrastructure buildout. Community discussions center on the company's relationship with Dell, its new facility, and the impact of procurement revenues on overall growth. Despite mixed sentiment, some bulls remain optimistic about TSSI's long-term prospects and upcoming earnings.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

APLD is trending as investors discuss the recent pullback and potential bottom, with community members debating dip-buying strategies. Sentiment is mixed, with some expressing concern over debt and market conditions, while others maintain long-term bullish conviction due to signed contracts and potential revenue growth. Discussion includes potential for a short squeeze and analysts weighing in.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategy is trending as the price of Bitcoin dips, fueling concerns about the company's exposure and potential margin calls; the community is closely watching key price levels and discussing both bullish and bearish scenarios, with some citing CEO Michael Saylor's recent comments about "buying a lot" of bitcoin as a potential catalyst.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD.com is trending as traders discuss the stock's struggle to maintain upward momentum, with concerns about consistent sell-offs during spikes. The community is focused on the stock's perceived weakness and inability to sustain gains throughout the trading day.

Canadian Solar, Inc. engages in the manufacture of solar photovoltaic modules, provision of solar energy and battery storage solutions, and development of utility-scale solar and battery storage products. It operates through the CSI Solar and Global Energy segments. The CSI Solar segment designs, develops, and manufactures solar ingots, wafers, cells, modules, and other solar power and battery storage products. The Global Energy segment includes solar and battery storage project development and sale, asset management services for operational projects, sale of electricity, and investment in retained assets. The company was founded by Shawn Qu in October 2001 and is headquartered in Kitchener, Canada.

Canadian Solar Inc

Canadian Solar is trending as investors react to news of a completed battery storage project in Australia and broader optimism around renewable energy forecasts. Community members are discussing the potential for a short squeeze, fueled by high short interest and strong volume, while also eyeing the valuation gap between CSIQ and its CSI Solar subsidiary. The stock's movement is further amplified by positive sentiment shifts within the solar sector.

Ondas Holdings, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in Boston, MA.

Ondas Holdings Inc

ONDS is trending following positive analyst upgrades from Oppenheimer and Needham, citing strong backlog and revenue growth. The community is buzzing about the potential for further gains, especially considering the company's positioning in the drone and counter-drone space. Investors are also closely watching for news regarding potential contracts and acquisitions.

Cidara Therapeutics, Inc. engages in developing targeted immunotherapies designed to save lives and improve the standard of care for patients facing serious diseases. Its platform, Cloudbreak, enables development of novel drug-Fc conjugates (DFCs) that inhibit specific disease targets while simultaneously engaging the immune system. The company was founded by Kevin M. Forrest, Kevin J. Judice, and H. Shaw Warren in December 2012 and is headquartered in San Diego, CA.

Cidara Therapeutics Inc

Cidara Therapeutics (CDTX) is trending after Merck's acquisition offer, driving the stock price up significantly. The community discusses the details of the deal, potential bidding wars from other companies, and what this means for current shareholders. Some investors highlight the long-term potential of the company's technology and positive impacts on the biotech sector.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is experiencing volatility, sparking intense debate among traders regarding a potential bull trap versus a genuine rebound. Community discussions revolve around key price levels like $420 and whether the stock can sustain gains. News of recalls, analyst opinions, and overall market sentiment appear to be influencing the stock's movement.

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$CART - confident that instacart will deliver strong results quarter over quarter.  
 
If you remove stock repurchases and other non-operating investments, this company is generating 1B+ in FCF a YEAR.  
 
1.8B in cash at 09/30 with no debt and minimal current liabilities. If it stays at this valuation for a while i will be shocked.

TalentGodProvides

Josh Florance

StockTwits Web

Instacart

 - confident that instacart will deliver strong results quarter over quarter.  
 
If you remove stock repurchases and other non-operating investments, this company is generating 1B+ in FCF a YEAR.  
 
1.8B in cash at 09/30 with no debt and minimal current liabilities. If it stays at this valuation for a while i will be shocked.