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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 strong quarterly results and upbeat outlook, driven by AI-related memory demand and tight supply, are the focus, but the stocks muted reaction has frustrated bullish traders and fueled debate over whether growth was already priced in. Some also cite higher capital spending, slightly softer margin guidance, and memory cyclicality as reasons for caution, while options traders report being squeezed by the lack of a larger move.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is drawing attention amid a steep selloff in long-duration Treasuries as long-term yields reach multi-year highs; traders cite debt and supply concerns and persistent inflation or rate risks, even after softer PCE data. Bears see the downtrend continuing, while others argue the fund is oversold and higher yields make bonds more attractive, keeping a potential rebound in debate.

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 driving attention, with shares near multi-year lows and traders focused on guidance and signs of a turnaround. Bears cite weak demand, China and competitive pressures, while bulls see depressed expectations and heavy short positioning as potential fuel for a relief rally.

Zebec's integrated products - real time payroll apps, on-chain payments infrastructure and networked DePIN - serve companies of all sizes, merchants and individuals and help transcend the boundaries of traditional banking and diminish the role of financial intermediaries.

Zebec Network

A sharp rebound has revived breakout and accumulation chatter, with bullish traders tying Zebecs payroll and payment-rail integrations to future adoption; skeptics argue the move may fade without stronger volume and measurable token demand. Speculation about Robinhood or BlackRock involvement also appears, but is not confirmed.

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

A high-volume technical breakout has driven attention, with many traders pointing to momentum and elevated short interest while others note the move lacks a clearly disclosed new catalyst. The debate also centers on pending Anktiva label-expansion and trial catalysts, alongside speculation about a potential short squeeze.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

A change-of-control severance policy has fueled speculation about a possible AST SpaceMobile sale or strategic deal, though no buyer or agreement is confirmed. Traders also point to the shipment of BlueBird 1416, while debating the lack of a firm launch date and the stocks sharp swings.

Constellation Energy Corp. engages in the generation, supply, and marketing of clean electricity, and renewable energy products and solutions. The firm also offers wholesale energy, retail products and services. It operates under the following geographical segments: Mid-Atlantic, Midwest, New York, Electric Reliability Council of Texas (ERCOT), and Other Power Regions Segment. The company was founded in 1960 and is headquartered in Baltimore, MD.

Constellation Energy Corporation

Constellations 20-year nuclear power agreement with Amazon, including added capacity at Calvert Cliffs, is drawing attention as traders see it supporting long-term power demand and revenue visibility. The bullish reaction is tempered by share-price weakness and concern among some traders that FERCs pause of PJMs capacity-procurement plan adds uncertainty.

Direxion Shares ETF Trust - Direxion Daily 20+ Year Treasury Bull 3X Shares

Direxion Daily 20+ Year Treasury Bull 3X Shares

TMF is drawing attention amid a selloff in long-duration Treasuries and rising yields, which traders link to persistent rate concerns and doubts about confidence in U.S. policy. Bears favor shorting rallies as the decline continues, while some holders see a potential rebound or eventual rate relief; the funds 3 daily leverage amplifies the swings.

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 PH-ILD treatment, prompting a sharp selloff as UTHR seeks an injunction and the court weighs remedies. Traders are debating whether the ruling could restrict Yutrepia sales or remove its PH-ILD indication versus being an overreaction, with Liquidia expected to appeal and the outcome still uncertain.

Unusual Machines, Inc. is a development stage technology company, which engages in the provision of drone solutions with a focus on first-person view (FPV) technology. It offers products to entertainment, recreation, and competitive racing industries. The company was founded on July 11, 2019, and is headquartered in Orlando, FL.

Unusual Machines Inc

U.S. drone tariffs and the push to expand domestic production are fueling interest in UMAC as a drone-components supplier, while traders also speculate about future Pentagon contracts and funding. Optimism about the sector is tempered by frustration that specific awards have yet to materialize, alongside concerns about volatility, valuation, and dilution.

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$ASTS If BB11 had a problem I can’t imagine they would have shipped 14-16. More confirmation IMO that BB11 is just fine.

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 If BB11 had a problem I can’t imagine they would have shipped 14-16. More confirmation IMO that BB11 is just fine.

@jabweather Maybe but couldn’t you also interpret it as an excuse for that big delay we just had?

sidney odu

 Maybe but couldn’t you also interpret it as an excuse for that big delay we just had?

Dad Suggests Stocks

@jabweather the raw data says it’s open the tracker takes awhile to update I think we are good and they just tested the shit out of this thing

 the raw data says it’s open the tracker takes awhile to update I think we are good and they just tested the shit out of this thing

@DadSuggests Yeah there could have been a problem they wanted to make sure they could work out before shipping the next batch. That would make sense to me.

 Yeah there could have been a problem they wanted to make sure they could work out before shipping the next batch. That would make sense to me.

@Karma2424 I’d test it too! It’s worth a ton of current and future money!

 I’d test it too! It’s worth a ton of current and future money!

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Dake

@jabweather I don&#39;t understand the logic. If one satellite doesn&#39;t work well, they should stop the entire program?

 I don't understand the logic. If one satellite doesn't work well, they should stop the entire program?

Dragos Mihai Dinu

@Dragos If something is wrong with a satellite it could be a design problem. So they’d not ship til they figured it out. Then resume shipping once the next sats are good to go without a problem.

 If something is wrong with a satellite it could be a design problem. So they’d not ship til they figured it out. Then resume shipping once the next sats are good to go without a problem.

@jabweather @Dragos imo this happened. They had an anomaly with 11. They made changes to prevent that anomaly on future builds which meant some retroactive changes on already fully assembled 14-16.
The anomaly was resolved and 11 is g2g now, but they needed to derisk any future launches.

 imo this happened. They had an anomaly with 11. They made changes to prevent that anomaly on future builds which meant some retroactive changes on already fully assembled 14-16.
The anomaly was resolved and 11 is g2g now, but they needed to derisk any future launches.

Space Waffles

@turbjade @Dragos Exactly what I was thinking! You must be in my head. Or I’m in your head!!

 Exactly what I was thinking! You must be in my head. Or I’m in your head!!

@jabweather @Dragos AST making some effing progress is what&#39;s in my head! 😄

 AST making some effing progress is what's in my head! 😄