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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 is experiencing a volatile sell-off as investors weigh strong cyclical demand against market-wide risk aversion and speculative fears that AI efficiency algorithms could eventually dampen long-term memory requirements. The community remains deeply divided, with many bullish investors viewing the sharp retracement as a structural buying opportunity due to strong fundamentals, while others fear a technical breakdown and further downward pressure driven by broader geopolitical instability.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is currently trending as investors weigh significant supply chain constraints, specifically a deepening CPU shortage and concurrent price hikes, against the stock's persistent price volatility tied to macroeconomic and geopolitical factors. Community discussion remains polarized, with many traders focusing on the company's long-term foundry turnaround potential and advanced packaging technology as catalysts, while others remain cautious due to short-term downward pressure and broader market instability.

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

Nike is experiencing intense downward pressure as it hits multi-year lows, driven by investor concerns over inventory markdowns, slowing growth in China, and broader tariff-related headwinds. While the community remains sharply divided between those calling for a structural turnaround and others predicting further declines, retail and institutional participants are closely monitoring the upcoming earnings report for any signs of margin stabilization.

Ginkgo Bioworks Holdings, Inc. engages in developing biological engineering products and custom microbes. Its platform enables biotechnology applications across diverse markets, from food, agriculture, industrial chemicals, and pharmaceuticals. It operates through the Cell Engineering and Biosecurity segments. The Cell Engineering segment includes end-to-end cell engineering solutions and cell engineering tools offerings for biological research and development. The Biosecurity segment focuses on biomonitoring and bioinformatics support services, offered to both government and non-government customers through its Canopy and Horizon offerings. The company was founded by Jason Kelly, Reshma Shetty, Bartholomew Canton, Austin Che, and Thomas F. Knight, Jr. in 2008 and is headquartered in Boston, MA.

Ginkgo Bioworks Holdings Inc - Ordinary Shares - Class A

Ginkgo Bioworks is seeing intense market debate as investors weigh the company's aggressive pivot toward autonomous AI-driven labs and biosecurity against ongoing concerns regarding high cash burn and previous dilution. While some community members view recent technological benchmarks and strategic government-linked initiatives as proof of a long-term platform inflection, others remain deeply skeptical, viewing the stock as a speculative instrument and maintaining a bearish outlook driven by its past financial performance.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

Bitmine Immersion Technologies Inc

Bitmine Immersion Technologies is currently a central focus for market participants due to its aggressive Ethereum accumulation strategy and the recent launch of its institutional staking platform, MAVAN. While the company is actively deploying capital to expand its crypto infrastructure, the community remains sharply divided, with bulls highlighting the long-term institutional conviction while bears express intense frustration over share dilution and the stock's persistent price underperformance relative to ETH.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell Technology is trending after delivering a strong earnings beat and raising forward revenue guidance, with analysts highlighting robust demand for its custom AI chips and optical connectivity. While the shares face pressure from broader market volatility and institutional hedging, the community remains divided between those capitalizing on the structural growth in data center infrastructure and those cautious of potential macroeconomic headwinds.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is generating significant community buzz due to its ambitious expansion into Finland, where it is constructing one of Europes largest AI compute hubs to support advanced AI infrastructure. While the stock has experienced recent volatility amid broader market corrections and sector-wide profit-taking, bullish investors remain focused on the companys strategic partnerships and multi-year growth runway as a key player in the AI cloud market.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Research is under significant pressure as investors rotate out of high-beta semiconductor equipment stocks amid mounting industrial headwinds and broader risk-off sentiment. The community is actively debating the company's valuation, questioning whether current price levels offer a buying opportunity or if the sector's structural reliance on capital expenditures is facing a period of cooling momentum.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group Corp. (DJT) is currently under intense scrutiny as market participants react to geopolitical instability and shifting narratives surrounding the U.S. military operation in Iran. Investors and community members are actively debating the economic implications of the Strait of Hormuz conflict, while social media channels are flooded with polarizing discourse regarding the administration's foreign policy, potential war-time spending, and broader political controversies.

Federal National Mortgage Association is a government-sponsored company, which engages in the provision of liquidity for purchases of homes and financing of multifamily rental housing and refinancing existing mortgages. It operates through the Single-Family and Multifamily segments. The Single-Family segment offers liquidity to the mortgage market and increases the availability and affordability of housing for single families. The Multifamily segment includes guaranty fees on mortgages and on multifamily mortgage loans. The company was founded in 1938 and is headquartered in Washington, DC.

Federal National Mortgage Association

Fannie Mae ($FNMA) is trending as investors react to high-profile advocacy from Bill Ackman and Michael Burry, who continue to publicly push for the end of the firm's conservatorship. The community remains deeply divided, with bulls pointing to the potential for significant long-term upside following these endorsements, while bears argue the stock is a volatile pump-and-dump trapped by political uncertainty and lack of concrete regulatory timelines.

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