SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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 strong quarterly results and upbeat outlook, supported by AI-driven memory demand and tight supply, dominate discussion. Traders are divided over the muted post-earnings reaction: some see the results and longer-term supply outlook as bullish, while others cite high expectations, increased capex and memory-cycle risks.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is under pressure as long-term Treasury yields reach multi-year highs, even after cooler-than-expected PCE data reduced rate-hike expectations. Traders largely emphasize persistent debt, supply and term-premium concerns, while some see the higher yields and oversold conditions as a buying opportunity.

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 earnings report is the dominant focus, with shares near multi-year lows and traders watching for evidence of a turnaround in results and guidance. The community is sharply divided: bears cite weak demand, competition and heavy short positioning, while bulls see a possible relief rally or short-covering reaction if the report exceeds expectations.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

IBRX is drawing attention after a high-volume breakout through resistance, with traders focused on momentum and short-squeeze potential while others caution that no clear new announcement explains the move. Bullish discussion also points to Anktivas pending FDA label expansion, though claims of imminent news or a squeeze remain speculation.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

A federal judge approved the settlement clearing a major legal hurdle for Paramounts Warner Bros. Discovery acquisition, with the merger expected to close shortly. Traders largely celebrate the deals progress and the incoming co-CEO appointment, while others question the muted share-price response and raise concerns about debt, dilution and warrants.

Armada Acquisition Corp. II is a blank check company, which engages in the purpose of effecting a merger, share exchange, asset acquisition, share purchase, recapitalization, reorganization or other similar business combinations with one or more businesses. The company was founded on October 3, 2024 and is headquartered in Miami, FL.

Armada Acquisition Corp. II - Ordinary Shares- Class A

Evernorth Holdings Inc.

Evernorths business-combination approval and Nasdaq transition are driving attention, with traders framing XRPN as an XRP-treasury play tied to a large planned token holding. The sharp move has fueled bullish momentum and warrant speculation, while others warn of SPAC volatility, dilution, and a possible pump-and-fade.

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 judge ruled that Liquidias Yutrepia infringes two valid United Therapeutics patent claims covering treatment of PH-ILD, prompting a steep selloff as traders weigh possible label removal or broader sales restrictions. Liquidia plans to appeal, and the community is divided between viewing the ruling as a serious threat to the business and expecting the decline to be an overreaction while remedies remain undecided.

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

Wells Fargos assessment that a surge in AppLovin Pixel installs may be a false start because many new stores have little traffic has fueled a selloff and renewed doubts about e-commerce growth. Traders are divided between dismissing the analysis and buying the dip, and worrying that weak merchant traction and competition could signal a slowdown.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulfs AI/HPC data-center pivot and recent bullish analyst coverage are drawing attention, but the shares prolonged slide has left traders divided over whether contracted capacity and access to power can outweigh execution and financing risks. Some blame heavy shorting and focus on support levels, while skeptics point to weak price action and rising borrowing costs.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists new ITC complaint alleges that Microns high-bandwidth memory patents are infringed and names downstream customers Nvidia, Broadcom and Google, broadening the dispute into the AI memory supply chain. Bulls see the filingand a Micron patent-license charge discussed by tradersas added settlement pressure, while skeptics note that the complaint does not establish infringement or an imminent deal.

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Apple Inc.

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$SGNLF Interesting piece from Jim 
 
https://mining.beehiiv.com/p/jim-s-mining-letter-october-15-2024 
 
Worth reading

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