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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 a central player in the AI-driven semiconductor supercycle, with investors closely watching its role as a key memory bottleneck amid surging demand from hyperscalers. Community sentiment is sharply divided between believers in a multi-year secular shift toward massive infrastructure spending and skeptics concerned about valuation sustainability after a rapid, parabolic run.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is surging following a record-breaking earnings report that highlighted massive revenue growth, a record backlog, and a significant new multi-launch contract, all while the company aggressively expands through strategic acquisitions like Motiv Space Systems. The community is buzzing with bullish sentiment, debating the company's potential to compete with SpaceX and push into triple-digit territory as investors lean into the growing momentum within the commercial space and defense infrastructure sectors.

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 trending due to an intense, AI-driven supercycle in memory chip demand that has led to structural supply shortages and massive pricing power. While many community members are aggressively debating whether the stocks parabolic rally is a sustainable fundamental breakout or a speculative bubble prone to a sharp reversal, trading activity remains high as investors navigate extreme volatility and high-stakes short squeezes.

Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble is trending as investors anticipate the imminent close of its Northern Data acquisition, a move widely expected to transform the company into a major player in AI infrastructure and cloud computing. The community remains highly focused on the stock's record-high short interest and strategic backing from Tether, fueling intense discussions about a potential short squeeze and the stock's long-term rerating potential.

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

IREN is trending following a major strategic pivot from Bitcoin mining to AI infrastructure, highlighted by a $3.4 billion cloud contract and a potential $2.1 billion investment from NVIDIA. While investors are debating the company's path to profitability and recent quarterly earnings results, community discussions are focused on the stock's massive upside potential and its role in the broader AI buildout.

Innodata, Inc. is a data engineering company, which engages in providing artificial intelligence software platforms and management of its services. It operates through the following business segments: Digital Data Solutions (DDS), Synodex, and Agility. The DDS segment combines deep neural networks and human expertise in multiple domains to make unstructured information useable. The Synodex segment enables clients in the insurance and healthcare sectors to transform medical records into useable digital data and to apply technologies to the digital data to augment decision support. The Agility segment provides tools and related professional services that enable public relations and communications professionals to discover influencers, amplify messages, monitor coverage, and measure the impact of campaigns. The company was founded by Todd H. Solomon in 1988 and is headquartered in Ridgefield Park, NJ.

Innodata Inc

Innodata is seeing extreme volatility as traders weigh record quarterly results and bullish guidance against the technical reality of a massive, heavily shorted breakout. The community is deeply divided between bulls citing the company's AI-driven growth and successful diversification away from customer concentration, and skeptics who are bracing for a potential rug pull or gap fill.

Rackspace Technology, Inc. engages in the provision of end-to-end multi-cloud technology services. The firm designs, builds and operates its customers’ cloud environments across technology platforms. It operates through the following segments: Multicloud Services and Apps & Cross Platform. The Multicloud Services segment includes public and private cloud managed services offerings, as well as professional services related to designing and building multicloud solutions and cloud-native applications. The Apps & Cross Platform segment includes managed applications, managed security and data services, as well as professional services related to designing and implementing application, security and data services. The company was founded on July 21, 2016 and is headquartered in San Antonio, TX.

Rackspace Technology Inc

Rackspace Technology is surging on a high-volume breakout fueled by a new partnership MOU with AMD to develop governed enterprise AI infrastructure. The community is actively debating the stock's turnaround potential and potential for a massive short squeeze, with many traders focused on critical resistance levels as they weigh the company's debt profile against its pivot toward high-demand AI services.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is trending as investors react to positive regulatory momentum in Europe for its flu and COVID combination vaccine and a flurry of analyst activity surrounding its oncology pipeline. The community is actively debating the stock's long-term potential, heavily focusing on the implications of a personalized cancer vaccine partnership and the company's ability to navigate recent regulatory shifts.

BRC Group Holdings, Inc. engages in the provision of financial services and solutions to the capital raising and financial advisory needs of public and private firms. It operates through the following segments: Capital Markets, Wealth Management, Lingo, magicJack, Marconi Wireless, United Online (UOL), and Consumer Products. The Capital Markets segment provides investment banking, corporate finance, research, wealth management, and sales and trading services to corporate, institutional, and high net worth clients. The Wealth Management segment offers retail brokerage, investment management, and insurance, and tax preparation services. The Lingo segment offers a global cloud or unified communications and managed service provider to Enterprise and Small to Medium Businesses in the United States. The magicJack VoIP segment is a non-interconnected Voice-over-IP (VoIP) cloud-based communications service provider that offers related devices and subscription services within the United States and Canada. The Marcon segment is a mobile virtual network operator that provides mobile phone voice, text, and data services and devices using the Credo Mobile brand. The United Online segment is an Internet access provider that offers dial-up and digital subscriber line services under the NetZero and Juno brands across the United States. The Consumer Products segment generates revenue through sales of laptop and computer accessories. The company was founded in 1973 and is headquartered in Los Angeles, CA.

BRC Group Holdings Inc.

B. Riley Financial Inc

B. Riley Financial is currently capturing attention as market participants debate the stock's valuation relative to its holdings and recent earnings performance. The community is actively discussing the potential for a short squeeze driven by elevated short interest, while simultaneously weighing the impact of pending debt maturity resolutions and management's strategic consolidation of its business units.

Groupon, Inc. engages in the global scaled two-sided marketplace that connects consumers to merchants. It operates through the North America and International geographical segments. The company was founded by Andrew D. Mason, Eric Paul Lefkofsky, and Bradley A. Keywell in October 2008 and is headquartered in Chicago, IL.

Groupon Inc

Groupon is experiencing significant volatility as investors monitor a massive short squeeze setup, with high short interest relative to the float and ongoing share buybacks from the company fueling community speculation. The stock is a major focal point for traders debating its turnaround potential, with many actively discussing the possibility of a rapid price surge similar to previous high-short-interest short squeezes.

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$IGV  SAAS apocalypse over?  Back to valuing on guidance?   Is the SAAS PE multiple contraction over? 
 
Interesting so, so many SAAS did not make new lows these past two days.  War in the middle east not a reason to sell SAAS cause sellers are done. 
 
 Some looking like they are breaking up from a base. $DBX $WDAY 
 
$XYZ lots of Dorsey simply hired way too many people during COVID.

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Dropbox Inc

Workday Inc

Block Inc

  SAAS apocalypse over?  Back to valuing on guidance?   Is the SAAS PE multiple contraction over? 
 
Interesting so, so many SAAS did not make new lows these past two days.  War in the middle east not a reason to sell SAAS cause sellers are done. 
 
 Some looking like they are breaking up from a base. 

 lots of Dorsey simply hired way too many people during COVID.