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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 Q4 earnings report is the focus, with traders looking beyond expected strong results to guidance on AI-driven HBM and DRAM demand, pricing, margins, and how long the memory upcycle can last. Bulls expect a beat and stronger outlook, while skeptics warn that high expectations could fuel a sell-the-news reaction even if results are strong.

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 deramiocel in Duchenne muscular dystrophyshowing slower upper-limb declinehas renewed attention ahead of the FDA decision. Traders see the results as supportive, but debate whether they address the FDAs prior statistical concerns; approval and short-squeeze expectations remain speculative.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is under pressure as long-term Treasury yields surge amid higher-for-longer rate expectations and concerns about inflation, oil and government borrowing. Traders largely see the selloff continuing, while others argue bonds are oversold and may offer a buying opportunity.

Ford Motor Co. engages in the manufacture, distribution, and sale of automobiles. It operates through the following segments: Ford Blue, Ford Model E, Ford Pro, Ford Credit, and Corporate Other. The Ford Blue, Ford Model E, and Ford Pro segment includes the sale of Ford and Lincoln vehicles, service parts, and accessories, together with the associated costs to develop, manufacture, distribute, and service the vehicles, parts, and accessories. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. The Corporate Other segment refers to corporate governance expenses, past service pension and OPEB income and expense, interest income and gains and losses from cash, cash equivalents, and marketable securities, and foreign exchange derivatives gains, and losses associated with intercompany lending. The company was founded by Henry Ford on June 16, 1903 and is headquartered in Dearborn, MI.

Ford Motor Co.

Ford Motor Co

A supplier issue that disrupted F-150 production has been resolved, but Ford expects it to weigh on Q3 wholesale figures; traders also point to weak sales and broader production challenges. The stocks prolonged decline has split the community between dip buyers calling it oversold and bears expecting further weakness, with tariff and China-related risks also cited.

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

New prostate-cancer biomarker data for CAN-2409 showing sustained immune remodeling and tumor-immune engagement is driving attention, with bullish traders viewing it as support for the therapys mechanism and planned BLA submission. Others question the limited, largely high-level data and remain concerned about BLA timing, cash burn, and possible dilution.

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 327 patent claims valid and infringed by YUTREPIA, prompting a trading halt and uncertainty over potential remedies. Traders are debating whether the selloff is an overreaction and a dip-buying opportunity or whether restrictions on the drug could seriously threaten Liquidias business; the company plans to pursue an appeal.

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. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SOFIs persistent share-price weakness is driving the discussion, with traders debating whether higher rates and the overhang from past share offerings and insider selling are weighing on the stock. Bears blame management and short selling, while bulls argue the business is growing, the valuation is attractive, and elevated short interest could support a rebound; no single new catalyst clearly dominates.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desks prolonged selloff is drawing attention amid weaker revenue growth and guidance, alongside concerns about programmatic-ad demand and competition from Amazon and other ad-tech players. Many traders blame management and expect further downside, while others argue the cash-rich, profitable business is oversold; claims that Apples Safari changes are a major cause remain disputed speculation.

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

Traders are focused on Zeta Live and speculation that it could bring major announcements, alongside optimism about Zetas AI and enterprise growth and its partnerships. Bulls see the recent strength and customer-growth metrics as support, while skeptics point to dilution concerns and the risk of a pullback or sell-the-news reaction.

Spdr Dow Jones Industrial Average ETF Trust - Spdr Dow Jones Industrial Average ETF Trust

DIA discussion centers on rising Treasury yields and expectations of further Fed tightening weighing on equities, alongside concerns about oil-driven inflation and weak market breadth. Traders debate whether softer PCE data can ease rate fears, while bearish views on valuations and AI risks compete with dip-buying optimism.

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$CLSK Meta is signing all 885mw in Texas and will be finalized by year end per the call 2 weeks ago. Easy add here

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 Meta is signing all 885mw in Texas and will be finalized by year end per the call 2 weeks ago. Easy add here

@WarrenBuffettCEO when is the exclusitivity period over you think?

 when is the exclusitivity period over you think?

@BarrenWuffet57 I dont know for sure on that but on their last earnings call when Matt mentioned the letter of intent, someone asked him how long that would normally take to move forward with. He said up to 120 days

 I dont know for sure on that but on their last earnings call when Matt mentioned the letter of intent, someone asked him how long that would normally take to move forward with. He said up to 120 days