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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 upcoming fiscal Q4 earnings report is the dominant focus, with traders weighing strong AI-driven memory demand against whether guidance can show the upcycle and elevated pricing will last. Many expect a strong quarter, but debate whether that is already priced inand whether margins or the outlook could trigger a sell-the-news reaction.

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 whether its AXON ad platform is nearing a growth ceiling, whether e-commerce adoption is scaling, and whether Unity is gaining competitive ground; traders also discuss the companies data-related legal dispute. The community is split between seeing the research as a warning of slowing growth and treating it as an overreaction, with bullish traders pointing to reported pixel-install growth and the companys earnings outlook.

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

Positive 24-month HOPE-3 extension data for Capricors Duchenne muscular dystrophy therapy deramiocelshowing slower upper-limb decline among patients who switched from placebohas driven attention ahead of the FDA decision. Many traders see the results as strengthening the approval case and anticipate a short squeeze, while others argue open-label data do not resolve the FDAs statistical concerns, leaving the outcome uncertain.

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

Robinhoods summit announcementsincluding AI trading agents, planned 24/7 stock trading, crypto perpetual futures and earnings contractsare driving discussion. Traders are divided after shares reversed an early pop: some call it a sell-the-news move or profit-taking, while others view the product expansion as bullish; critics also questioned the presentation and risks of more speculative trading features.

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

Liquidia shares plunged after a Delaware court found two United Therapeutics patent claims valid and infringed by YUTREPIA, prompting trading halts and concern about possible restrictions on the drug. The company plans to appeal, and traders are divided between viewing the ruling as a potentially severe threat to its business and an overreaction given the limited claims at issue and uncertain remedies.

Fair Isaac Corp. engages in the provision of decision management solutions. It operates through the Software and Scores segments. The Software segment includes pre-configured analytic and decision management solutions designed for a specific type of business need or process. The Scores segment focuses on business-to-business scoring solutions and services, business-to-consumer scoring solutions and services including myFICO solutions for consumers and associated professional services. The company was founded by Bill Fair and Earl Isaac in 1956 and is headquartered in San Jose, CA.

Fair Isaac Corp.

Fair, Isaac Corp.

The FHFAs move to let Fannie Mae and Freddie Mac use VantageScore alongside FICO, combined with Rocket Mortgages planned adoption of the rival model, has sparked a sharp repricing of FICOs mortgage-scoring moat and pricing power. Traders are split between expecting lasting market-share and pricing pressure and viewing the selloff as an overreaction, with some buying for a potential rebound.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following segments: Walmart U.S., Walmart International, and Sam's Club U.S. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club U.S. segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmarts post-earnings pullback is the main focus, with traders pointing to softer sales guidance and weak U.S. comparable sales despite reported beats, while also questioning the stocks high valuation. The community is split between buyers calling the decline a dip in a durable retailer and bears expecting further downside.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candels planned Q4 2026 BLA submission for CAN-2409 in localized prostate cancer is the main focus, alongside discussion of encouraging Phase 3 and immune-biomarker data. Traders are divided over whether shedding-study and manufacturing validation work will keep the filing on schedule, with bullish confidence in the data countered by concerns about delays, cash burn, and dilution.

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

ZETA is drawing attention after a sharp, high-volume rebound, with traders citing momentum and possible software-sector and macro tailwinds rather than a single confirmed company-specific catalyst. The discussion is broadly bullish and focused on upcoming Zeta Live announcements and the growth story, though some traders remain cautious about resistance, dilution, and the recent volatility.

Precigen, Inc. is a biotechnology company, which engages in the research and development of synthetic biology technologies. It operates through the Biopharmaceuticals and Exemplar segments. The company was founded by Thomas David Reed in 1998 and is headquartered in Germantown, MD.

Precigen Inc

B. Rileys Buy initiation and the FDAs AdenoVerse platform designation are driving attention, alongside reports that PAPZIMEOS is gaining commercial traction; traders see the designation as a boost to the pipeline, though it adds no immediate revenue. Some remain cautious about the companys reliance on one approved drug and potential competition from INO-3107.

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 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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with trump getting his bill done... 
 
could his next rug pull Is at hand ? 
 
I  - and I think others - should assume now that he has grifted tens If not hundreds of billions from the tariff crash and his memecoin grifts and his new crypto empire that he will attempt to legitimize, does not care about stock prices unless they are at extremes  - because at extremes his tweets and control of media do mean something. 
 
the reemergence of tariff talk Is that possible event. 
 
It Is one reason I have been booking some profits  
 
price and breadth action though overall remain fine so I am overall staying with the trend 
 
overall though It feels like he will be happy to leave office come the end of his term because odds continue to mount that the haves and have not tensions willcontinue to elevate and the whack job left will get more powere 
 
what he leaves behind this time If this all Is the plan Is a real mess for the overall economy and market (not a bet I&#39;ll make, just a hypothesis for now) 
 
 
$spy $qqq $btc.x

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$BTC.X $QQQ $SPY no secret to me  he’s a nyc con man - thing is if you grow up in nyc he’s  transparent but it seems if you’re from anywhere else in the USA you’re naive and very easy mark A - he just recognized  what ppl want to hear and tell them what they want to hear  - so easy - imagine being the 6th banker - giving him a  l100 mil loan,  when he’s gone bk 5 xs already - “oh you’ve only been bk 5 xs before - of course well loan you 100 mil” - America is so zombied out they’re easy marks - I’m from Queens where he’s from -  same time - he’s pure  schoolyard doubletalk for fools to slurp  up -

to the the schoolyard crowd he’s a joke - “”yeah remember  what you said last week clown, You’re FOS - that if you even  bother to talk to someone ch pathetic story  replete but ppl, esp non New Yorkers are a lot more dopey now -they cvoubtef over 10, 000 lies this year alone

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with trump getting his bill done... 
 
could his next rug pull Is at hand ? 
 
I  - and I think others - should assume now that he has grifted tens If not hundreds of billions from the tariff crash and his memecoin grifts and his new crypto empire that he will attempt to legitimize, does not care about stock prices unless they are at extremes  - because at extremes his tweets and control of media do mean something. 
 
the reemergence of tariff talk Is that possible event. 
 
It Is one reason I have been booking some profits  
 
price and breadth action though overall remain fine so I am overall staying with the trend 
 
overall though It feels like he will be happy to leave office come the end of his term because odds continue to mount that the haves and have not tensions willcontinue to elevate and the whack job left will get more powere 
 
what he leaves behind this time If this all Is the plan Is a real mess for the overall economy and market (not a bet I'll make, just a hypothesis for now) 
 
 


Howard Lindzon

@howardlindzon yeah I doubled down on some muni’s $SCMB just in case!

Schwab Strategic Trust - Schwab Municipal Bond ETF

H. D. Lane

@howardlindzon oh yeah a little cash 💰 too!