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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 steep selloff is chiefly tied to Wells Fargos skepticism that the surge in e-commerce pixel installs reflects meaningful adoption, intensifying concerns about growth and diversification. Traders are divided: bears see further downside amid slowing-growth and litigation concerns, while bulls call the decline an overreaction and point to the companys strong advertising business as a reason to buy the dip.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nikes quarterly results and weaker full-year outlook, alongside continued China weakness, have intensified concerns that its turnaround will take years and fueled a sharp selloff. Traders are split between expecting more downside and buying the dip, with bulls citing the dividend and brand strength while bears question whether sales can recover.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

Seagates strong quarterly results and higher outlook, attributed to robust AI and cloud data-center demand for high-capacity HDDs and progress on its HAMR platform, are driving attention. Traders see the results as evidence of a durable storage upcycle, while others remain wary of the stocks volatility, valuation, and broader memory-sector weakness.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital is drawing attention as part of a broader rally in memory and storage stocks, with traders pointing to AI-driven data-center demand and tight supply; recent bullish outlook commentary from Sandisk and claims of persistent memory shortages are adding to the momentum. The discussion remains divided, with dip buyers citing long-term storage demand while skeptics see a volatile sector trade vulnerable to pullbacks.

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 strong quarterly results and upbeat outlook, alongside managements comments that AI-driven memory demand exceeds supply, are driving attention. Bulls see a prolonged memory upcycle, while skeptics question whether exceptional margins are sustainable and point to the volatile, initially muted post-earnings reaction.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is drawing attention as traders watch its push toward a record high, with bullish sentiment supported by the expanded buyback and Microns strong results as a read-through for AI-chip demand. Others point to repeated resistance and question whether AI spending and financing are sustainable, leaving a debate between breakout hopes and further consolidation.

Armada Acquisition Corp. II is a blank check company, which engages in the purpose of effecting a merger, share exchange, asset acquisition, share purchase, recapitalization, reorganization or other similar business combinations with one or more businesses. The company was founded on October 3, 2024 and is headquartered in Miami, FL.

Armada Acquisition Corp. II - Ordinary Shares- Class A

Evernorth Holdings Inc.

Evernorths XRP-treasury merger with Armada won shareholder approval, prompting a sharp rally as traders focus on the planned Nasdaq listing and the companys XRP holdings. Bulls are touting potential XRP exposure and a tight float, while skeptics warn the SPAC-driven surge could fade; warrant valuation and redemption levels remain points of debate.

Citigroup, Inc. is a holding company, which engages in the provision of financial products and services. It operates through the following segments: Services, Markets, Banking, Wealth, U.S. Personal Banking (USPB), and All Other. The Services segment includes Treasury and Trade Solutions (TTS) which provides an integrated suite of tailored cash management, trade, and working capital solutions to multinational corporations, financial institutions and public sector organizations, and Securities Services, which offers cross-border support for clients, providing on-the-ground local market expertise, post-trade technologies, customized data solutions, and a wide range of securities services solutions that can be tailored to meet client needs. The Markets segment provides corporate, institutional, and public sector clients around the world with a full range of sales and trading services across equities, foreign exchange, rates, spread products, and commodities. The Banking segment offers Investment Banking and Corporate Lending services. The Wealth segment includes Private Bank, Wealth at Work, and Citigold and provides financial services to a range of client segments through banking, lending, mortgages, investment, custody, and trust product offerings. The USPB segment includes Branded Cards and Retail Services, which have proprietary card portfolios and co-branded card portfolios within Branded Cards, and co-brand and private label relationships within Retail Services. The All Other segment consists of activities not assigned to the reportable operating segments, including certain unallocated costs of global functions, other corporate expenses, and net treasury results. The company was founded in 1812 and is headquartered in New York, NY.

Citigroup Inc

Citigroup is drawing attention for unusual options activity, including reported call buying near support, while shares remain under pressure alongside other large banks amid higher-rate concerns. Traders are split between viewing the options flow and technical bounce as constructive and questioning why bank stocks are falling despite expectations for the rate move.

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

ASTS is drawing attention as investors weigh BlueBirds 1416 being shipped toward Cape Canaveral against concerns about launch cadence and commercialization delays. Bulls view the shipment and BlueBird 11 deployment as progress, while skeptics argue the company still needs to demonstrate consistent execution; analyst concerns about pricing and competition add to the debate.

Nektar Therapeutics is a biotechnology company, which engages in the discovery and development of novel therapies which selectively modulate the immune system to treat autoimmune disorders. It also focuses on immunology and unparalleled expertise in polymer chemistry to create one-of-a-kind, highly-selective medicines with optimal therapeutic benefit. The company was founded in 1990 and is headquartered in San Francisco, CA.

Nektar Therapeutics

Nektars 52-week rezpegaldesleukin update in alopecia areata, including signs of continued hair regrowth and durability after treatment stopped, is driving attention. Traders are split: some see the results as a meaningful differentiator, while others focus on modest responses from small patient groups and tolerability concerns as the stock sells off sharply.

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$AMZN Of no consequence  
$ALGT $XE These about 2 down 25% each 
$NAUT This one UP 25% 
 
So why sell the gainer? Probably going to pay a ton more. 
Already back to $1, now 2, 3, 4, ?, Keep going? 
 
There is still time, cuz there is always time. 
 
Junk stocks running in Sept, why not, . actually got early start Aug

Amazon $AMZN 13-F 
$4.42B AUM (+$1.79B QoQ)

New: $ALGT $XE
Exited: $NAUT

https://filingtracker.ai/filing/1018724/0001104659-26-092052?doc=infotable.xml

Form 13F-HR (13f holdings) filed by AMAZON COM INC (AMZN) on Aug 6, 2026. View the document, watch the company, and get notified of new filings on Filing Tracker.

AMAZON COM INC (AMZN) Form 13F-HR - 13F Holdings, Aug 6, 2026 · Filing Tracker

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 This one UP 25% 
 
So why sell the gainer? Probably going to pay a ton more. 
Already back to $1, now 2, 3, 4, ?, Keep going? 
 
There is still time, cuz there is always time. 
 
Junk stocks running in Sept, why not, . actually got early start Aug