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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

Microns fiscal fourth-quarter report beat expectations and its first-quarter outlook came in above forecasts, prompting traders to focus on strong AI-driven memory demand and the companys forward guidance. The reaction is divided: some celebrate the results, while others warn that high expectations could lead to a sell-the-news response or muted share move.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins sharp selloff is being tied to bearish analyst commentary questioning AXONs growth ceiling, e-commerce traction, and competitive pressure from Unity, amid the companies data-collection dispute. Bulls counter that AXON pixel-install data is accelerating and the business remains strong, while bears cite weakening momentum and limited management support.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

A newly disclosed change-of-control severance policy has fueled speculation about a possible AST SpaceMobile buyout or strategic deal, though traders note the filing does not confirm negotiations or a buyer. The debate is amplified by reports that BlueBird satellites 1416 have shipped: bulls see progress, while skeptics want firm launch timing and evidence of a faster deployment cadence.

Liquidia Corp. operates as a holding company which engages through its subsidiary in developing and commercializing biopharmaceutical products and novel products development used in PRINT technology to transform the lives of patients. The company was founded in June 2004 and is headquartered in Morrisville, NC.

Liquidia Corp

A Delaware judge found that Liquidias Yutrepia infringes two valid United Therapeutics patent claims, raising the risk of an indication loss or broader sales restrictions while remedies are considered. Traders are reacting to the sharp selloff with debate over whether the ruling breaks the investment case or whether the decline is an overreaction, with some watching for a rebound and others expecting further downside.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor is drawing attention after 24-month HOPE-3 extension data suggested slower upper-limb deterioration in Duchenne patients treated with deramiocel, strengthening the debate around the therapy ahead of the FDA decision. Bulls view the results as supportive of approval and point to potential short-covering, while skeptics argue the open-label data may not resolve the FDAs prior statistical concerns.

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

Googles Project Suncatcher plan to test AI chips in orbit is drawing attention, with bullish traders viewing space-based data centers as a potential extension of its AI and cloud ambitions while skeptics question its practicality. Traders are also anticipating Gemini 4 and debating the stocks choppy price action and competition from Metas AI products.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

ZETAs sharp move higher is being linked by traders to a reported increase in California State Teachers Retirement Systems stake, with some calling the institutional buying a catalyst. The discussion is broadly bullish on the stocks momentum, though some holders are focused on whether it can sustain the advance.

Berkshire Hathaway, Inc. is a holding company, which engages in the provision of property and casualty insurance and reinsurance, utilities and energy, freight rail transportation, finance, manufacturing, and retailing services. It operates through the following segments: Insurance, Burlington Northern Santa Fe, LLC (BNSF), Berkshire Hathaway Energy (BHE), Pilot Travel Centers (PTC), Manufacturing, McLane, and Service and Retailing. The Insurance segment includes the underwriting of GEICO, Berkshire Hathaway Primary Group, and Berkshire Hathaway Reinsurance Group. The BNSF segment involves the operation of railroad systems. The BHE segment focuses on regulated electric and gas utility, power generation and distribution, and real estate brokerage activities. The PTC segment consists of managing travel centers and marketing of wholesale fuel. The Manufacturing segment refers to industrial, consumer and building products, home building, and related financial services. The McLane segment covers the wholesale distribution of groceries and non-food items. The Service and Retailing segment relates to the provision of shared aircraft ownership programs, aviation pilot training, electronic components distribution, retailing businesses, automobile dealerships and trailer, and furniture leasing services. The company was founded by Oliver Chace in 1839 and is headquartered in Omaha, NE.

Berkshire Hathaway Inc. - Ordinary Shares - Class B

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

Synopsys, Inc. engages in the provision of electronic design automation (EDA) software that engineers use to design and test integrated circuits (ICs). It also offers semiconductor intellectual property (IP) products. It operates through the Design Automation and Design IP segments. The Design Automation segment includes silicon design, verification of products and services, and Ansys products, and system integration of products and services. The Design IP segment refers to interface, foundation, security, and embedded processor IP, IP subsystems, and IP implementation services that serve companies primarily in the semiconductor and electronics industries. The company was founded by Aart J. de Geus, Bill Krieger, Dave Gregory, and Rick Rudell in December 1986 and is headquartered in Sunnyvale, CA.

Synopsys, Inc.

Synopsys Inc

Synopsys expanded multi-year collaboration with Amazon, making AWS a lead customer for application-optimized chip IP and extending work on custom silicon and AI engineering, is the main catalyst drawing attention. Traders largely view the deal as positive for SNPSs AI and chip-design growth prospects, though some remain focused on whether management will provide stronger guidance at Investor Day.

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$META market not looking healthy. You have dogshit stocks that haven’t done anything in decades like IBM &amp; INTC rocketing on speculation while almost everything else is getting taken behind the woodshed. Feels like the rent is about to come due &amp; the market is gonna pull back in the summer

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Meta Platforms Inc

 market not looking healthy. You have dogshit stocks that haven’t done anything in decades like IBM & INTC rocketing on speculation while almost everything else is getting taken behind the woodshed. Feels like the rent is about to come due & the market is gonna pull back in the summer

@Trader_TBG Are you calling META a dogshit stock?

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@Mezza  no. But the market is seeing dogshit stocks rip. Decent ones like Meta are being kicked in the teeth. Look around at anything that’s not a semi conductor or raking in the big tech spend. The market cap of Meta is going into dogshit stocks based on AI spend

  no. But the market is seeing dogshit stocks rip. Decent ones like Meta are being kicked in the teeth. Look around at anything that’s not a semi conductor or raking in the big tech spend. The market cap of Meta is going into dogshit stocks based on AI spend