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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 record quarter and stronger guidance, alongside managements view that AI-driven memory supply will remain tight through 2028, have fueled debate about the durability of the upcycle. Traders are bullish on demand and analyst upgrades, but many are puzzled by the muted or negative share reaction and cite priced-in expectations, margin and spending concerns, rising yields, and the risk of a cyclical peak.

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 selloff is drawing attention after Wells Fargo questioned whether a spike in Pixel installs reflects meaningful e-commerce adoption, saying many new storefronts had little measurable traffic. Bulls view the analysis as an overreaction and see the shares as undervalued, while bears worry about slower growth, competition and litigation.

Corteva, Inc. is a global pure-play agriculture company that combines innovative technologies, high-touch customer engagement and operational execution to profitably deliver solutions for the world's most pressing agriculture challenges. It generates advantaged market preference through its unique distribution strategy, together with its balanced and globally diverse mix of seed, crop protection, and digital products and services. The company leverages recognized agricultural brands and a robust technology pipeline to maximize productivity for farmers while working with stakeholders throughout the food system to fulfill its promise of enriching the lives of those who produce and those who consume, ensuring progress for generations to come. Corteva was founded in 1802 and is headquartered in Indianapolis, IN.

Corteva Inc

Cortevas completed Vylor seed-and-genetics spinoff has left CTVA as a standalone crop-protection business, prompting confusion over the sharp share-price reset and how to value the separated companies. Traders disagree on whether post-spin selling has made CTVA undervalued or whether much of the former companys value moved to Vylor, with some also raising concerns about liabilities.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

UPST is drawing attention for its persistent selloff and repeated tests of yearly lows, with traders pointing to rising yields, rate-hike and inflation concerns, and the companys debt and funding needs as headwinds. Some bulls cite the CEOs share purchase, improving operations, and the planned bank charter as reasons for optimism, but the dominant reaction is bearish and debate centers on whether the decline has found support.

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 upcoming fiscal Q1 results and guidance dominate discussion as the stock sits near multi-year lows and short interest is reportedly at a record. Bulls see room for a turnaround or short-covering rally if results or outlook improve, while bears expect weak demand and China pressures to prolong the decline.

Accenture is a global professional services company that helps the world’s businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services, creating tangible value at speed and scale. The firm combines technology and leadership in cloud, data and AI with industry experience, functional expertise and global delivery capability. Its services include Strategy & Consulting, Technology, Operations, Industry X, and Song. It operates through the following geographical segments: North America, EMEA, and Growth Markets. The company was founded in 1989 and is headquartered in Dublin, Ireland.

Accenture plc - Ordinary Shares - Class A

Accentures quarterly earnings beat and record annual bookings sparked a sharp rally, with traders viewing the results as evidence that consulting demand is holding up despite AI-disruption concerns. Some see the report as weakening the bear case, while others argue the rally may be excessive given the modest growth outlook and ongoing risk that AI pressures traditional consulting work.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLakes BLA submission for sonelokimab in hidradenitis suppurativa is the main focus, with traders noting that the filing has not produced the hoped-for rally and awaiting the FDAs review decision and timeline. Some see the submission as reducing regulatory uncertainty, while others remain bearish amid concerns about prior clinical results, dilution, and managements plans to commercialize independently.

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

DIA is under pressure as Treasury yields remain elevated and traders weigh the prospect of further Fed rate hikes, with higher oil prices adding to inflation concerns despite softer PCE data. The community is divided between expecting more downside and viewing weakness as a buying opportunity.

Unusual Machines, Inc. is a development stage technology company, which engages in the provision of drone solutions with a focus on first-person view (FPV) technology. It offers products to entertainment, recreation, and competitive racing industries. The company was founded on July 11, 2019, and is headquartered in Orlando, FL.

Unusual Machines Inc

The Pentagons planned Autonomous Warfare Command and broader push to expand autonomous drone capabilities have drawn attention to UMAC alongside other drone stocks. Traders view the initiative as a potential tailwind for domestic component suppliers, while some caution that specific contracts or funding for UMAC remain unconfirmed.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum is drawing attention as traders debate its volatile run and repeated tests of a major psychological resistance level, with bullish sentiment tied to AI data-center optics demand, strong results and order commentary, and upbeat analyst coverage. Others argue expectations are stretched and cite interest rates, profit-taking, and sharp swings across photonics stocks as reasons for caution.

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$HIMS High probability of recovering into the 50+ range, since market sentiment has recently improved and negative catalysts are  behind them. I’m buying the dip for sure.

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Hims & Hers Health Inc

Robinhood Markets Inc

SoFi Technologies Inc

Advanced Micro Devices Inc

Palantir Technologies Inc

 High probability of recovering into the 50+ range, since market sentiment has recently improved and negative catalysts are  behind them. I’m buying the dip for sure.

I’m also looking to scalp 