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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 seeing intense debate as investors weigh record-shattering earnings and robust AI-driven demand against concerns regarding future capital expenditure and geopolitical risks. While the community remains deeply divided between those labeling the stock a must-own AI infrastructure backbone and those fearing an imminent sell-the-news correction, the primary focus is on the contrast between the company's surging fundamentals and recent volatility.

Swarmer, Inc. is an AI-driven software company, which develops software platforms and AI systems for autonomous swarm control of drones and unmanned vehicles. The firm offers STYX AI Command and Control System, MINAS Autonomy and Collaboration AI, and TRIDENT Embedded Drone Operating System. The company was founded by Alex Fink and Serhii Kuprienko in May 2023 and is headquartered in Austin, TX.

Swarmer Inc.

Swarmer Inc. is experiencing extreme market volatility and significant retail attention following its recent IPO, with investors debating whether the company's battle-tested drone autonomy software justifies its current valuation. The stock is a focal point of intense discussion due to its low float, heavy momentum, and speculative potential for future defense contracts, drawing comparisons to past high-hype market runners.

Lynas Rare Earths Ltd. engages in the production of rare earth minerals. It focuses on the exploration, development, mining, and processing of rare earth deposits. The company was founded by Nicholas Anthony Curtis on May 23, 1983 and is headquartered in Perth, Australia.

Lynas Rare Earths Limited

Lynas Rare Earths is gaining significant attention as it ramps up production of key minerals like samarium and terbium, strengthening its position as a critical non-Chinese supplier for defense and high-tech sectors. Investors are closely monitoring the company's expansion into heavy rare earths and its strategic supply agreements, which are being bolstered by broader government initiatives to secure Western supply chains.

Silvaco Group, Inc. provides technology computer aided design software, electronic data automation software and semiconductor intellectual property. The TCAD, EDA and SIP solutions enable semiconductor and photonics companies to increase productivity, accelerate their product's time to market and reduce their development and manufacturing costs. Its services include SPICE Modeling Services, TCAD Modeling Services, Library Design Services and Library Characterization Services. The company was founded on November 18, 2009 and is headquartered in Santa Clara, CA.

Silvaco Group Inc.

Silvaco Group is currently attracting significant attention due to a combination of high trading volume and active speculation regarding its growth potential within the semiconductor software sector. Investors are closely monitoring the stock for a potential breakout as the community debates the impact of recent insider buying, analyst price target adjustments, and the integration of strategic acquisitions.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit Inc. is trending as investors debate its valuation and growth prospects, with community discussion heavily focused on institutional insider buying and the impact of its AI-focused data licensing strategy. While some users are optimistic about the platform's long-term potential as an AI infrastructure asset, others remain skeptical, citing concerns over bot activity and heavy selling pressure from institutional participants.

Palladyne AI Corp. engages in the design, development, and manufacture of industrial robotic systems that augment human performance by combining human intelligence, instinct, and judgment with the strength, endurance, and precision of machines to enhance employee safety and productivity. Its products include Palldyne IQ and Palladyne Pilot. The company was founded by Fraser M. Smith and Benjamin G. Wolff in 2015 and is headquartered in Salt Lake City, UT.

Palladyne AI Corp.

Palladyne AI is seeing heightened market activity and community debate as investors react to strong quarterly earnings, reaffirmed multi-hundred percent revenue growth guidance, and the acquisition of new defense contracts for missile propulsion and autonomous swarm technology. Discussion remains intensely divided between retail traders betting on a short squeeze due to high short interest and long-term supporters focused on the company's strategic pivot into integrated defense manufacturing.

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 trending as investors weigh a combination of new potential foundry partnerships and the broader impact of semiconductor supply chain tensions, while the community actively debates whether the stock is undervalued or trapped in a pattern of manipulation. Despite enthusiasm over potential AI-related collaborations and government support, volatility persists as traders react to macro-level geopolitical headlines and ongoing short interest.

Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble Inc. is experiencing intense community focus as short interest reaches record highs, fueling speculation of a potential short squeeze amid significant cloud infrastructure and GPU capacity expansion. Investors are heavily debating the stock's long-term valuation in light of strategic advertising and cloud spending commitments from Tether, alongside concerns regarding recent price volatility and the ongoing acquisition of Northern Data.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly is experiencing a significant surge in trading activity and volume, driven by intense community debate over its rapid, news-free climb despite persistent concerns regarding profitability and insider selling. Investors remain polarized, with many retail traders actively discussing whether this movement represents a genuine institutional short squeeze or a speculative bubble prone to a sharp pullback.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is trending as investors weigh the stock's role as a major exporter of U.S. LNG amid escalating geopolitical instability in the Middle East and the closure of key regional energy facilities. Community members are actively debating the potential for a significant squeeze as supply constraints tighten, while monitoring how the company's uncontracted spot market capacity positions it to capture windfall profits during the ongoing supply disruption.

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$NVDA island gap down and about to accelerate to the downside. LFG!

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 island gap down and about to accelerate to the downside. LFG!

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@gpaisa money rotates out of semi and going into $TSLA $BTC $MSTR

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@gpaisa It seem to have held the retest of 140 break out. Everything else SMH looks bad. Are you still biased to the downside?

 It seem to have held the retest of 140 break out. Everything else SMH looks bad. Are you still biased to the downside?

Hari

@Hnalluri NVDA may continue to be the outlier here. Though it seems we are in the opposite of the summer price action. Distribute chips and megas and be long base breakout (crypto, fintech, tsla, small caps). At least that’s what my trading positions look like right now. Will most likely look like that til Dec opex.

 NVDA may continue to be the outlier here. Though it seems we are in the opposite of the summer price action. Distribute chips and megas and be long base breakout (crypto, fintech, tsla, small caps). At least that’s what my trading positions look like right now. Will most likely look like that til Dec opex.