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Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

Taiwan Semiconductor is experiencing significant market volatility as investors weigh the company's robust Q2 earnings and raised full-year guidance against concerns about aggressive capital expenditure and potential AI market saturation. While the company continues to benefit from massive demand for advanced node processes, community sentiment remains divided between those viewing the post-earnings pullback as a long-term buying opportunity and others fearing the AI trade has reached a temporary peak.

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

Micron Technology is experiencing extreme volatility and a sharp sell-off as investors rotate capital away from semiconductor stocks toward large-cap tech, fueled by concerns over data center project delays and potential overcapacity in the AI infrastructure sector. The community is actively debating whether this is a short-term correction triggered by manipulative market dynamics and leveraged ETFs, or a fundamental shift in the AI memory trade that warrants caution for long-term holders.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is experiencing significant volatility and heavy selling pressure as investors rotate capital out of AI-linked semiconductor names and into big tech leaders. The community remains deeply divided, with some traders hunting for entries at perceived support levels while vocal bears argue the stock is fundamentally overextended and facing a correction.

Atai Beckley, Inc. is a clinical-stage biopharmaceutical company focused on developing effective, rapid-acting, and convenient mental health treatments. The company is headquartered in New York, NY.

AtaiBeckley Inc.

ATAI is experiencing significant trading activity driven by reports that Eli Lilly is in advanced talks to acquire the company, signaling a major validation for its psychedelic medicine pipeline. The community is actively debating the potential buyout premium, with many investors anticipating a significant upside while others express caution regarding the long-term strategic direction of the firm.

Redwire Corp. engages in the development and provision of space and defense technologies and mission-critical solutions for government, commercial, and civil customers. Its offerings include spacecraft platforms, space infrastructure, avionics, sensors and payloads, power generation systems, radio frequency systems, microgravity research and manufacturing technologies, autonomous systems, optical sensors, and digital engineering solutions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire is facing significant volatility as investors debate the impact of recent follow-on defense contract awards against broader sector-wide selling pressure and dilution concerns. The community remains deeply divided, with some traders highlighting the company's expanding backlog and strategic defense partnerships while others express frustration over the stock's inability to maintain gains.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is seeing heightened institutional interest and bullish options activity ahead of its upcoming earnings report, as investors weigh the company's aggressive infrastructure investment in AI and cloud computing against its long-term competitive moat. The stock is currently a focal point for market participants who are debating whether ongoing capital expenditures will drive future monetization or exert pressure on near-term margins.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

Compass Pathways is gaining significant market attention as it prepares for the completion of its rolling NDA submission and anticipates an FDA decision following positive clinical trial data. Investors are closely monitoring the company as a leader in the psychedelic sector, with ongoing discussions centered on its first-mover advantage, potential for a multibillion-dollar market impact, and the broader institutional validation provided by clinical progress.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM shares plummeted in their worst single-day decline in history following a disappointing preliminary earnings report that highlighted a shift in enterprise spending toward AI infrastructure over traditional software. The community is actively debating whether this massive sell-off represents a structural breakdown in the company's business model or an extreme, manipulative market overreaction that offers a generational buying opportunity.

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 currently trending as investors debate the potential long-term benefits of a fresh capital raise against the immediate frustration caused by significant share price volatility. While the community remains divided over the CEO's communication and frequent reliance on convertible debt, many are focused on the company's ability to finance and execute its multi-billion-dollar backlog of infrastructure projects.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale Power is trending as investors debate the stock's long-term potential against persistent regulatory hurdles and concerns over a lack of immediate commercial contract wins. The community remains deeply divided, with some betting on the nuclear energy sector as a critical solution for rising AI data center power demand, while others express frustration over the company's financial performance and ongoing dilution risks.

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$SPX $SPY 2019 Rate positions on #Fed Summary of table from prior message: 1 vote at 2.625% (1 hike), 8 at 2.375% (middle of CURRENT Rate target range - NO CUTS) and 7 at 1.875% - essentially 2 cuts below here.  Net for 2019 is 9 (same or higher rates) vs. 7 (2 cuts) NOT A CLEAR WIN for those wanting rate cuts if you add up the votes.  $GLD $TLT $TNX $IWM $IJH

$SPX $SPY $IWM $IJH $GLD $TLT $TNX #Fed  Removed word &quot;patient&quot; says &quot;uncertainties have increased&quot; will &quot;Act as appropriate to support expansion&quot; 8 of them  forecasting rate cut - 7 2 cuts 2/

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David Durand

 Summary of table from prior message: 1 vote at 2.625% (1 hike), 8 at 2.375% (middle of CURRENT Rate target range - NO CUTS) and 7 at 1.875% - essentially 2 cuts below here.  Net for 2019 is 9 (same or higher rates) vs. 7 (2 cuts) NOT A CLEAR WIN for those wanting rate cuts if you add up the votes.  