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Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is trending ahead of its highly anticipated earnings report, with community discussions polarized between expectations of a strong beat driven by iPhone sales and AI developments like the Google Gemini partnership, versus concerns over rising memory costs and broader market sentiment.

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 Corp is experiencing a significant surge following an impressive earnings beat, which is driving intense bullish discussion and fueling a short squeeze narrative among investors. The community is focused on the strong demand for AI storage and memory, anticipating further upside as the sector continues its growth cycle.

TechCreate Group Ltd. - Ordinary Shares - Class A

TechCreate Group Ltd. (TCGL) is experiencing an intense, unexplained surge, drawing comparisons to past low-float "Singapore" or "Chinese" stock pumps, despite the company's declaration of no material nonpublic information. The community is buzzing with discussions of a potential short squeeze, extreme volatility, and warnings about the speculative nature of the trading activity.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending following a significant post-earnings sell-off, primarily driven by market concerns over decelerating Azure growth and substantial AI infrastructure capital expenditure. The community is intensely debating if this sharp dip represents an overreaction and a strategic buying opportunity, or if it signals a tougher path for AI monetization.

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 such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is trending ahead of its earnings report, with community members fiercely debating whether the stock will rally significantly on an expected beat and strong guidance, or if it will continue its downtrend exacerbated by recent share dilution and historical post-earnings declines. Many bulls anticipate a "blowout" quarter and potential S&P 500 inclusion, while bears warn of conservative guidance and further dips, often attributing recent price action to market manipulation.

Deckers Outdoor Corp. engages in the business of designing, marketing, and distributing footwear, apparel, and accessories developed for both everyday casual lifestyle use and high performance activities. It operates through the following segments: UGG Brand, HOKA Brand, Teva Brand, Sanuk Brand, Other Brands, and Direct-to-Consumer. The UGG Brand segment offers a line of premium footwear, apparel, and accessories. The HOKA Brand segment sells footwear and apparel that offers enhanced cushioning and inherent stability with minimal weight, originally designed for ultra-runners. The Teva Brand segment focuses on the sport sandal and modern outdoor lifestyle category, such as sandals, shoes, and boots. The Sanuk Brand segment originated in Southern California surf culture and has emerged into a lifestyle brand with a presence in the relaxed casual shoe and sandal categories. The Other Brands segment includes the Koolaburra by UGG brand. The Direct-to-Consumer segment consists of retail stores and e-commerce websites. The company was founded by Douglas B. Otto in 1973 and is headquartered in Goleta, CA.

Deckers Outdoor Corp.

Deckers Outdoor is a focal point for investors, driven by anticipation surrounding its recent earnings report and a crucial Supreme Court decision on tariffs. The community is divided, with bulls highlighting strong international brand growth and attractive valuation, while bears express concern over HOKA's domestic market share and leadership's guidance.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is trending as news of major firms considering significant investments in OpenAI has the community speculating on ORCL's potential share of the resulting data center demand, while others remain concerned about its substantial debt and perceived stock manipulation.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital is trending amid high anticipation for its earnings report, with community discussion centered on whether robust demand from AI and data centers will fuel continued growth or if the stock's significant run, alongside memory peers, has priced in perfection.

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 experiencing significant upward momentum, largely driven by blowout earnings and strong guidance from fellow memory sector players like SanDisk and SK Hynix, which are seen as confirming a multi-year supercycle fueled by insatiable demand for HBM and DRAM in the AI era. The community is actively discussing Micron's perceived undervaluation with a low forward P/E, believing it's a steal and poised for substantial re-rating as a critical AI infrastructure provider, despite some historical concerns about market cyclicality.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is trending as the community eagerly discusses reports that the U.S. government is considering the platform for new "Trump Accounts" designed for children's investments, alongside optimism for significant inflows from their expanding prediction markets and new services.

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$RBRK The issue is not that AI will destroy RBRK or other industry leading SaaS companies ($CRWD, $CRM, $NOW, $ADBE), but that it will compress their valuations. That is why software stocks are declining, even when these companies maintain strong competitive advantages in their respective sectors.

John Wick

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Rubrik Inc. - Class A

Crowdstrike Holdings Inc

Salesforce Inc

ServiceNow Inc

Adobe Inc

 The issue is not that AI will destroy RBRK or other industry leading SaaS companies (

), but that it will compress their valuations. That is why software stocks are declining, even when these companies maintain strong competitive advantages in their respective sectors.

Jay Chen

@Tinman_1 Adbe trades for oil company valuation multiples on a non GAAP basis lol…I don’t think that’s the issue. The other ones you mentioned are plausible, but Adobe is trading as if Ai is for sure a disruption. Lack of insider buying is a signal, but doesn’t say much. There were no insiders buying meta when it hit $86 either

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 Adbe trades for oil company valuation multiples on a non GAAP basis lol…I don’t think that’s the issue. The other ones you mentioned are plausible, but Adobe is trading as if Ai is for sure a disruption. Lack of insider buying is a signal, but doesn’t say much. There were no insiders buying meta when it hit $86 either

Legitimate

@Tinman_1 riddle me this, usually multiples only compress when assumptions around growth, etc change which isn&#39;t happening, it&#39;s 100% speculation

 riddle me this, usually multiples only compress when assumptions around growth, etc change which isn't happening, it's 100% speculation