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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 trending as a major beneficiary of the ongoing AI infrastructure supercycle, with investors closely monitoring supply constraints in DRAM and HBM and speculating on potential stock splits. The community is actively debating whether the company's parabolic price action is a fundamental rerating fueled by long-term structural memory demand or an overheated FOMO-driven bubble prone to a sharp correction.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is experiencing a massive, AI-driven supercycle that has fueled a parabolic rally, with the community actively debating whether this is a structural re-rating based on memory shortages or an unsustainable, sentiment-fueled bubble. Investors are closely monitoring the stock's extreme momentum and institutional positioning, as discourse remains sharply divided between those calling for a historic crash and those betting on continued gains from the AI infrastructure boom.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X Shares

The community is expressing extreme frustration and disbelief as SOXS continues to decline amid a historic, parabolic rally in semiconductor stocks fueled by aggressive AI infrastructure spending and institutional gamma squeezes. Investors are debating the risks of volatility decay and the potential for a massive, systemic reversal, with many cautioning that current sector valuations are detached from fundamentals and driven by speculative mania.

Everspin Technologies, Inc. engages in the provision of magnetoresistive random access memory (MRAM) solutions. Its products include Toggle MRAM, Spin-transfer Torque MRAM, TMR Sensors, and Embedded MRAM. The company was founded by Saied Tehrani on May 16, 2008 and is headquartered in Chandler, AZ.

Everspin Technologies Inc

Everspin Technologies is seeing intense retail speculation and volatility as traders draw parallels between its MRAM technology and broader semiconductor sector runs. Community conversation is currently polarized, with many investors touting long-term potential for AI and edge computing applications, while others warn of potential pump-and-dump dynamics and pending legal issues.

Digi Power X, Inc. is a block chain technology company, which engages in crypto currency mining. It focuses on validation through mining, hosting solutions, and blockchain software solutions. It operates through the following segments: Cryptocurrency Mining, Sales of Energy and Electricity, and Colocation Services. The company was founded on February 18, 2017, and is headquartered in Miami, FL.

Digi Power X Inc. - Ordinary Shares (Sub voting)

Digi Power X is surging as investors pivot toward its high-stakes infrastructure deal with Cerebras Systems, which many see as an essential proxy play for the upcoming Cerebras IPO. The community is actively debating the company's long-term potential as a data center powerhouse, with many dismissing recent dilution concerns as necessary capital raises for rapid expansion.

Rackspace Technology, Inc. engages in the provision of end-to-end multi-cloud technology services. The firm designs, builds and operates its customers’ cloud environments across technology platforms. It operates through the following segments: Multicloud Services and Apps & Cross Platform. The Multicloud Services segment includes public and private cloud managed services offerings, as well as professional services related to designing and building multicloud solutions and cloud-native applications. The Apps & Cross Platform segment includes managed applications, managed security and data services, as well as professional services related to designing and implementing application, security and data services. The company was founded on July 21, 2016 and is headquartered in San Antonio, TX.

Rackspace Technology Inc

Rackspace Technology is seeing intense investor activity following a revenue beat and a strategic partnership announcement with AMD to build governed enterprise AI infrastructure. While bullish community members are highlighting potential long-term upside and growth in the AI cloud sector, others are expressing significant caution, pointing to the company's substantial debt, past dilution, and the non-binding nature of the AMD memorandum of understanding.

Destiny Tech100, Inc. operates as a non-diversified, closed-end management investment company. The company was founded on November 18, 2020 and is headquartered in Austin, TX.

Destiny Tech100 Inc

DESTINY TECH 100 INC

Destiny Tech 100 is drawing significant interest as a primary proxy for pre-IPO exposure to major technology players like SpaceX and Anthropic. The community is actively debating the fund's valuation relative to its holdings, with investors closely watching for catalysts like upcoming IPO filings and management updates that could trigger a re-rating of its net asset value.

Archer Aviation, Inc. engages in the development of electric vertical take-off and landing (eVTOL) aircraft. The company was founded by Brett Adcock and Adam Goldstein on October 16, 2018, and is headquartered in San Jose, CA.

Archer Aviation Inc - Ordinary Shares - Class A

Archer Aviation Inc

Archer Aviation is at the center of heated investor debate as the community intensely monitors the company's progress on its Midnight aircraft's transition flight milestones ahead of its upcoming earnings release. While some investors are bullish on the company's long-term infrastructure partnerships and defense collaborations, others are heavily shorting the stock, pointing to high cash burn and skepticism regarding the pace of flight testing compared to sector peers.

Himax Technologies, Inc. is a semiconductor solution provider dedicated to display imaging processing technologies. It operates through the Driver Integrated Circuit and Non-Driver Products segments. The company's products include display drivers, timing controllers, wafer level optics, video and display technology solutions, liquid crystal over silicon silicon, complementary metal-oxide semiconductor image sensor, and power integrated circuit. Its products used in TVs, laptops, monitors, mobile phones, tablets, digital cameras, car navigation, virtual reality (VR) devices and many other consumer electronics devices. Himax Technologies was founded by Biing Seng Wu and Jordan Wu on June 12, 2001 and is headquartered in Tainan, Taiwan.

Himax Technologies - ADR

Himax Technologies, Inc.

Himax Technologies is experiencing significant volatility and trading momentum as investors weigh strong Q1 earnings and optimistic guidance against the company's role in the burgeoning silicon photonics and co-packaged optics (CPO) market. While some in the community are debating the company's long-term competitive moat and potential for institutional re-rating, many are focused on its strategic partnerships and the rapid adoption of AI sensing and optical technologies.

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

MoonLake Immunotherapeutics is trending after reporting a positive pre-BLA meeting with the FDA, which solidified the regulatory pathway for sonelokimab in hidradenitis suppurativa and bolstered market confidence in its best-in-class potential. The community is actively discussing the drug's durability and superior profile compared to incumbents, with investors closely watching for the upcoming 52-week clinical data as the primary catalyst for a valuation re-rating.

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Netflix Inc

Dima

@dg171717 old news that was released March 26th.

@dg171717 actually sounds bullish. cable used to cost over 100 with ads. Netflix have way less ads and cost only a fraction while allows them to increase more slowly over time. ads are becoming more profitable over time. The more people converts over, the more they get to see their ads for more. This supports netflix’s thesis of ads being the next growth engine. Their ads are getting more profitable over time and subs are growing. This compounds  over time.

David

StockTwits Web

 actually sounds bullish. cable used to cost over 100 with ads. Netflix have way less ads and cost only a fraction while allows them to increase more slowly over time. ads are becoming more profitable over time. The more people converts over, the more they get to see their ads for more. This supports netflix’s thesis of ads being the next growth engine. Their ads are getting more profitable over time and subs are growing. This compounds  over time.

@Kmoh 20 bucks a month is 240 a month with ads.

 20 bucks a month is 240 a month with ads.

@dg171717 you lost me…what? are you doing your math right? or not understanding the content?

 you lost me…what? are you doing your math right? or not understanding the content?