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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 fourth-quarter earnings report is the dominant focus, with traders looking beyond an expected strong quarter for guidance on AI-driven memory demand and how long tight supply and pricing can last. Views are split between optimism about continued growth and concerns that good results are already priced in, leaving the stock vulnerable to a sell the news reaction.

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 sharp selloff is being tied to bearish analyst commentary questioning AXONs growth ceiling, e-commerce traction, and competitive pressure from Unity, amid the companies data-collection dispute. Bulls counter that AXON pixel-install data is accelerating and the business remains strong, while bears cite weakening momentum and limited management support.

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

A Delaware court upheld two United Therapeutics patent claims and found that Liquidias YUTREPIA infringes them, driving a sharp selloff as traders weigh potential restrictions on the drug against Liquidias plans to appeal and uncertainty over remedies. The community is split between expecting further downside and viewing the plunge as an overreaction or a possible rebound opportunity.

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

A new change-of-control severance policy for senior executives has fueled buyout and strategic-investment speculation, but traders note that no deal has been confirmed and debate whether the filing is routine governance. The discussion also centers on the shipment of BlueBird satellites 1416, with some investors encouraged by deployment progress and others focused on the lack of a firm launch timeline and concerns about launch cadence.

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

Capricors 24-month HOPE-3 extension data for deramiocel showed slower upper-limb decline in Duchenne muscular dystrophy patients, renewing attention to the therapy ahead of the FDAs November decision. Traders are broadly encouraged by the results, but debate whether open-label data address the FDAs earlier statistical concerns; short-squeeze claims remain speculative.

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

ZETAs sharp rally and renewed buying are driving the conversation, with traders pointing to stronger volume and momentum but no clear company-specific headline explaining the immediate move. Bulls are also anticipating Zeta Live announcements and highlighting AI partnerships and growth prospects, while some remain cautious about pullbacks and dilution.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras is under pressure from staged IPO lockup expirations and reported insider share sales, with traders also debating a report that an OpenAI models Ultrafast mode uses Nvidia chips rather than Cerebras hardware. Some view the selling as a temporary supply overhang and are buying dips, while others are concerned about demand and the companys OpenAI relationship.

Berkshire Hathaway, Inc. is a holding company, which engages in the provision of property and casualty insurance and reinsurance, utilities and energy, freight rail transportation, finance, manufacturing, and retailing services. It operates through the following segments: Insurance, Burlington Northern Santa Fe, LLC (BNSF), Berkshire Hathaway Energy (BHE), Pilot Travel Centers (PTC), Manufacturing, McLane, and Service and Retailing. The Insurance segment includes the underwriting of GEICO, Berkshire Hathaway Primary Group, and Berkshire Hathaway Reinsurance Group. The BNSF segment involves the operation of railroad systems. The BHE segment focuses on regulated electric and gas utility, power generation and distribution, and real estate brokerage activities. The PTC segment consists of managing travel centers and marketing of wholesale fuel. The Manufacturing segment refers to industrial, consumer and building products, home building, and related financial services. The McLane segment covers the wholesale distribution of groceries and non-food items. The Service and Retailing segment relates to the provision of shared aircraft ownership programs, aviation pilot training, electronic components distribution, retailing businesses, automobile dealerships and trailer, and furniture leasing services. The company was founded by Oliver Chace in 1839 and is headquartered in Omaha, NE.

Berkshire Hathaway Inc. - Ordinary Shares - Class B

Berkshires prolonged underperformance versus the broader market is driving criticism that its large cash position is not being put to work or returned to shareholders through dividends, while some investors argue the cash-rich conglomerate remains a defensive value holding and are buying dips. Discussion also reflects uncertainty over capital allocation and the post-Buffett leadership transition.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Debate over Metas Muse AI is driving attention, with traders concerned that AI agents could challenge Googles position in search and discovery and noting GOOGLs relative weakness versus Meta. Others see the reaction as overdone and point to Gemini 4s anticipated release as a potential competitive response.

Alphabet Inc - Ordinary Shares - Class C

Alphabets sharp selloff and lagging performance are fueling debate over whether Metas Muse and rival AI models threaten Googles Gemini and search-ad business. Some traders see the decline as overdone and point to a possible Gemini 4 launch and Project Suncatcher as reasons for optimism.

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$WULF lol love all the dumb panic. Litterally every ai infrastructure play does this numerous times and it’s for expansion so they can get more tenants. 

Too many short sighted peeps.

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TeraWulf Inc

 lol love all the dumb panic. Litterally every ai infrastructure play does this numerous times and it’s for expansion so they can get more tenants. 

Too many short sighted peeps.