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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 Technology is experiencing strong upward momentum as the community anticipates a prolonged memory supercycle, driven by robust demand for AI-related High Bandwidth Memory. Analysts are increasingly bullish, with many upgrading price targets and highlighting the company's strong revenue growth and projected margin expansion for the coming year. While many celebrate its significant climb and potential, some caution that the rapid ascent could signal an overheating AI market.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is actively discussed as investors react to recent price dips, driving conversations around its perceived underperformance compared to other major tech stocks. Despite this, many in the community remain highly optimistic, anticipating significant gains in the upcoming year, largely propelled by its powerful AWS cloud services and ongoing advancements in AI. Sentiment indicates the stock is viewed as a "coiled spring" due for a substantial move, even as some debate its valuation and insider selling activity.

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

Applovin is trending amid recent price volatility, sparking a heated debate within the community regarding its valuation and an ongoing SEC inquiry. While many investors highlight its robust revenue growth, leading margins, and AI-driven ad-tech platform, AXON, as reasons for continued bullishness, others express concerns about extreme overvaluation and potential risks, driving significant shorting alongside buy-the-dip opportunities.

Aurinia Pharmaceuticals, Inc. is a clinical stage bio-pharmaceutical company, which engages in the research, development, and commercialization of therapeutic drugs. The company was founded by Robert Foster, Richard Glickman, and Michael Martin on June 16, 1993 and is headquartered in Edmonton, Canada.

Aurinia Pharmaceuticals Inc

Aurinia Pharmaceuticals (AUPH) is currently trending due to intense speculation surrounding an imminent buyout, fueled by reported institutional accumulation and strong underlying fundamentals. The community is actively discussing anticipated updates on the AUR200 pipeline's Phase 2 indications, which many believe will unlock significant value. Despite positive momentum, a vocal segment of shareholders expresses frustration with current management's communication and eagerly awaits clarity on the company's strategic future.

Baidu, Inc. engages in the provision of internet search and online marketing solutions. The firm’s products and services include Baidu App, Baidu Search, Baidu Feed, Haokan, Quanmin, Baidu Post Bar, Baidu Knows, Baidu Encyclopedia, Baidu Input Method Editor or Baidu IME, Baidu AI Cloud and Overseas Products. It operates through the following segments: Baidu Core and iQIYI. The Baidu Core segment provides search-based, feed-based, and other online marketing services. The iQiyi segment is an online entertainment service provider, which offers original, professionally produced and partner-generated content on its platform. The company was founded by Yanhong Li and Xu Yong on January 18, 2000 and is headquartered in Beijing, China.

Baidu Inc - ADR

Baidu is actively trending following news of its AI chip unit, Kunlunxin, confidentially filing for a separate Hong Kong IPO, a move the community views as unlocking significant value and bolstering its role in China's domestic AI sector. This development, alongside reports of Deepseek utilizing Baidu Kunlun chips and Apollo Go's expanding global robotaxi initiatives, is fueling investor optimism for Baidu's comprehensive AI capabilities and potential for a substantial market rerating.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is a major trending topic after its Q4 vehicle deliveries reportedly missed analyst estimates and showed a year-over-year decline, fueling bearish sentiment and concerns over market share. However, a significant portion of the community is dismissing these figures, emphasizing Tesla's strong energy storage performance and its long-term narrative as an AI and robotics leader, creating highly polarized trading perspectives.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is trending as its high-efficiency GaN and SiC power solutions are critical for next-generation AI data centers, aligning with industry leaders like NVIDIA's 800VDC AI factory architecture. The community is actively debating the stock's substantial short interest and perceived market manipulation, fueling anticipation of a significant short squeeze.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Advanced Micro Devices is trending as its CEO Lisa Su prepares to deliver the opening keynote at CES, where she will outline the company's vision for advancing AI and high-performance computing. This comes amidst reports of a significant MI308 chip order from Alibaba, fueling community discussions around AMD's strong AI growth potential and competitive positioning within the semiconductor sector, though some investors also express caution regarding broader market dynamics.

Redwire Corp. manufactures and supplies space equipment. It offers critical space solutions and reliability components for the next generation space economy with IP for solar power generation and in-space 3D printing and manufacturing. It assists its customers in solving challenges of future space missions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

T1 Energy, Inc. engages in developing battery solutions. It focuses on energy storage systems and commercial mobility. The company was founded by Tom Einar Jensen, Peter Matrai, and Tore Ivar Slettemoen on August 31, 2023 and is headquartered in Austin, TX.

T1 Energy Inc.

T1 Energy is trending due to a significant supply agreement for 900 MW of U.S.-made solar modules with Treaty Oak Clean Energy, directly addressing the escalating energy demands of AI data centers. The community is highly optimistic about T1's vertically integrated domestic manufacturing strategy, anticipating substantial benefits from government incentives and a strong market position for clean energy.

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