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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 currently experiencing intense market activity driven by a potent mix of surging AI-driven memory demand, recent bullish price target hikes from major analysts, and anticipation surrounding its upcoming earnings call. Investors are closely monitoring the stock as a key beneficiary of the AI infrastructure supercycle, while the community actively debates whether the stock's recent price appreciation is sustainable or if a short-term pullback is imminent amid broader geopolitical and sector-specific supply chain headwinds.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is rallying as investors pile into the stock ahead of the Optical Fiber Communications (OFC) Conference, where the company plans to showcase its integrated optical engines and external light source products. The community is heavily focused on potential high-volume partnership announcements and the company's critical role in the optical interconnect ecosystem for next-generation AI infrastructure.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is surging after announcing a strategic partnership and $2 billion investment from NVIDIA, which bolsters its capacity to scale hyperscale AI infrastructure and secures its position as a key player in the agentic AI compute market. Investors are actively discussing the company's aggressive capacity build-out plans, the validation provided by major tech partners, and the potential for a significant short squeeze as the stock breaks out of recent resistance levels.

RAGE GUY (RAGE) is a cryptocurrency inspired by the Rage Guy meme, one of the earliest and most recognizable characters from internet rage comics. The project captures the cultural legacy of early meme history and brings it onto the blockchain in tokenized form. It is designed as a community-driven digital asset that celebrates internet culture, nostalgia, and the role memes play in shaping online communities.

Rage Guy

The RAGE community is driving momentum by emphasizing its status as an OG meme project, anchored by the restoration of classic comic-making tools and a dedicated presence across social platforms. Supporters are rallying around the concept of consistent 'bagworking' and long-term conviction, positioning the project as a community-driven alternative to transient or forced meme trends.

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

Redwire Corporation is experiencing increased attention following a prime contract award from Belgian Defence to construct the country's first national security satellite, with community members debating the long-term revenue impact of these strategic wins. Investors remain focused on the firm's expansion into defense and space-based manufacturing, balancing optimism about their technological pipeline against ongoing volatility and institutional selling pressures.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is trending as investors digest the launch of BlackRock's new staked ETH ETF, with market participants closely monitoring institutional inflows and supply dynamics. The community remains divided between bullish sentiment fueled by potential supply shocks and institutional accumulation, and skeptical voices warning of broader macroeconomic risks and technical resistance levels.

Cingulate, Inc. operates as a clinical stage bio pharmaceutical company using a Precision Timed Release drug delivery platform technology to build a pipeline of next-generation pharmaceutical products. The firm initially focused on the treatment of Attention Deficit/Hyperactivity Disorder (ADHD). It identifies and evaluates additional therapeutic areas, PTR technology employed to develop future product candidates. Cingulate was founded by Shane J. Schaffer, Craig Steven Gilgallon, Raul R. Silva, Matthew N. Brams in May 2012 and is headquartered in Kansas City, KS.

Cingulate Inc

Cingulate is experiencing significant momentum driven by the recent US patent allowance for its lead ADHD drug, CTx-1301, and heightened anticipation ahead of the May 31, 2026, PDUFA target date. The community is actively discussing the stock's low float and strong institutional accumulation, with many investors anticipating a major price rally as the company moves toward a high-value commercial launch in a multi-billion dollar market.

Zevra Therapeutics, Inc. is a commercial-stage rare disease company that combines science, data and patient needs to create therapies for diseases with limited or no treatment options. The firm focuses on the treatment of rare neurological and sleep conditions such as certain Urea Cycle Disorders, Niemann Pick Disease Type C and Idiopathic Hypersomnia. The company receives royalties for AZSTARYS from its commercial partner Corium. The company was founded by Christal M. M. Mickle and Travis C. Mickle on October 30, 2006 and is headquartered in Celebration, FL.

Zevra Therapeutics Inc

Zevra Therapeutics is trending as investors digest a strong earnings report that showcased significant revenue growth and profitability, fueling optimism that the company has reached a key commercial inflection point. The community is actively debating the potential for an acquisition given the company's improved balance sheet and upcoming regulatory milestones, while monitoring the ongoing discussions regarding the FDA's Type C meeting and EMA approval pathways.

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 currently trending as investors monitor potential collaborations with NVIDIA and Tesla, while simultaneously weighing the company's long-term foundry strategy against broader geopolitical risks affecting the semiconductor sector. The community is actively debating whether ongoing supply constraints and government-backed initiatives represent a deep-value opportunity or if continued market volatility and competitive pressures will weigh on short-term price action.

Sable Offshore Corp. engages in offshore oil and gas field operations. It focuses on developing the prolific Santa Ynez Unit in federal waters offshore California. The company was founded by James C. Flores on October 16, 2020 and is headquartered in Houston, TX.

Sable Offshore Corp.

Sable Offshore is trending as the market reacts to the Trump administration's use of the Defense Production Act to prioritize the restart of the Santa Ynez Unit oil pipeline, a move intended to bolster domestic energy supply. While investors are actively debating the potential for a massive short squeeze due to high short interest and federal support, others remain cautious of ongoing legal challenges from California state authorities and potential liquidity hurdles.

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Everleigh Alexander

This chart looks strong. 
 
It&#39;s Air France $AFLYY,  Broke out above the May high. 
 
Only problem:  it trades at $1.17.   So.... who&#39;s really going buy a penny stock on a foreign airline?   Still a nice 27% run up since June    
 
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Howard Lindzon

@howardlindzon  
 
Howard!   Hey, happy 4th of July to you, long time gone....  But a fun year 2025 has turned out to be. 
 
$SPY

  
 
Howard!   Hey, happy 4th of July to you, long time gone....  But a fun year 2025 has turned out to be. 
 
