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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 record quarter and strong outlook, supported by AI-driven memory demand and expectations of tight supply through 2028, are driving attention. Traders are debating why the stock has barely responded to the results, with some pointing to priced-in expectations and margin concerns while others remain bullish on the longer memory upcycle.

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

AppLovin shares are under pressure after Wells Fargo called the recent increase in merchant Pixel installs a false start, citing low-traffic Shopify stores and no meaningful traffic-weighted pickup. Traders are split between seeing the assessment as a warning about e-commerce growth and calling it an overreaction, with dip-buying optimism competing with concerns about further downside.

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

Alphabets Gemini 4 Argon launch is driving attention, with bullish traders viewing its coding and cybersecurity benchmarks as a boost to Googles AI position. Others question the benchmarks, note the models restricted rollout and debate whether heavy AI spending will translate into revenue, amid sharp price swings and frustration that gains have not held.

Corteva, Inc. is a global pure-play agriculture company that combines innovative technologies, high-touch customer engagement and operational execution to profitably deliver solutions for the world's most pressing agriculture challenges. It generates advantaged market preference through its unique distribution strategy, together with its balanced and globally diverse mix of seed, crop protection, and digital products and services. The company leverages recognized agricultural brands and a robust technology pipeline to maximize productivity for farmers while working with stakeholders throughout the food system to fulfill its promise of enriching the lives of those who produce and those who consume, ensuring progress for generations to come. Corteva was founded in 1802 and is headquartered in Indianapolis, IN.

Corteva Inc

Cortevas seed and genetics spin-off into Vylor is driving the sharp apparent drop in CTVA as the remaining company becomes focused on crop protection. Traders debate whether the move mostly reflects the separation and post-spin price discoveryor additional selling that has left the standalone business undervaluedwith some expecting a rebound and others warning of further declines.

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

Nike is drawing attention ahead of its fiscal Q1 earnings report, with traders looking for signs of turnaround progress after a steep decline. Bulls see a potential rebound or short squeeze if results and guidance are encouraging, while bears point to weak demand, China challenges, and uncertain execution as reasons the stock could remain under pressure.

Innodata, Inc. is a data engineering company, which engages in providing artificial intelligence software platforms and management of its services. It operates through the following business segments: Digital Data Solutions (DDS), Synodex, and Agility. The DDS segment combines deep neural networks and human expertise in multiple domains to make unstructured information useable. The Synodex segment enables clients in the insurance and healthcare sectors to transform medical records into useable digital data and to apply technologies to the digital data to augment decision support. The Agility segment provides tools and related professional services that enable public relations and communications professionals to discover influencers, amplify messages, monitor coverage, and measure the impact of campaigns. The company was founded by Todd H. Solomon in 1988 and is headquartered in Ridgefield Park, NJ.

Innodata Inc

Innodatas rally is being tied to an unconfirmed Hunterbrook report linking the company to Metas Muse AI project, prompting speculation about a major customer opportunity. Traders debate the reports credibility and note that a technical breakout and possible short-covering may also be contributing to the move.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentums rally is drawing attention amid bullish analyst coverage and renewed interest in AI data-center optics and photonics, with traders also pointing to strength across the sector. The community is split between viewing the move as a breakout or possible short squeeze and warning that the stock is overextended and prone to sharp pullbacks.

Spdr Dow Jones Industrial Average ETF Trust - Spdr Dow Jones Industrial Average ETF Trust

DIA is caught in broad market swings as rising Treasury yields, rate-hike concerns and elevated oil prices weigh on the Dow. Traders are divided between expecting further weakness and viewing the pullback and oversold breadth as a buying opportunity.

Alphabet Inc - Ordinary Shares - Class C

Alphabets Gemini 4 Argon launch has fueled debate over whether the company can regain ground in the AI race, but the stocks sharp selloff despite the announcement has intensified concerns about competition from Meta and other AI developers. Bearish traders question Geminis relevance and Googles execution, while dip buyers argue the model and Alphabets broader AI business are being undervalued.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs prolonged selloff has traders focused on concerns about U.S. viewing engagement and slowing growth, alongside doubts about management and content momentum. Views are split between further downside and a potential rebound, with Deutsche Banks Buy upgrade citing international growth and valuation countering bearish calls tied to engagement concerns.

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$DDOG earnings just proved high value SaaS isn’t dying because of AI, it’s accelerating.

AI workloads need more:
• observability  
• monitoring  
• telemetry  
• data infrastructure  
• orchestration

That’s why names like $SNOW and $MDB reacted positively alongside $DDOG.

Different layers of the stack, same AI infrastructure tailwind.

The market is starting to separate legacy SaaS from mission critical AI infrastructure software.

Prat_

CasinoRat

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Datadog Inc

Snowflake Inc

MongoDB Inc

 earnings just proved high value SaaS isn’t dying because of AI, it’s accelerating.

AI workloads need more:
• observability  
• monitoring  
• telemetry  
• data infrastructure  
• orchestration

That’s why names like 

.

Different layers of the stack, same AI infrastructure tailwind.

The market is starting to separate legacy SaaS from mission critical AI infrastructure software.

R Anwar

@informal Truth. SaaSoocalypse thesis is so  flawed. CRM and Now will run soon as well.

 Truth. SaaSoocalypse thesis is so  flawed. CRM and Now will run soon as well.