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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 trending as investors grapple with a sharp sell-off triggered by concerns over new memory-compression technology and broader geopolitical tensions in the Middle East. The community remains deeply divided, with some viewing the price decline as an irrational reaction to temporary fears while others brace for further downside, emphasizing the stock's high volatility.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is currently experiencing significant downward pressure as part of a broader market-wide selloff and sector-wide tech correction, despite community excitement over a recently expanded five-year partnership with Stellantis. While retail traders remain divided between those panicking over short-term price drops and long-term "diamond hands" advocates who view the dip as an accumulation opportunity, the active discussion centers on the stock's high valuation multiples, the potential impacts of geopolitical instability, and whether the current price action reflects fundamental weakness or mere institutional manipulation.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is facing heightened market volatility as investors grapple with a combination of declining delivery figures, broader geopolitical instability in the Middle East, and skepticism over the company's aggressive pivot toward robotics and AI. The community remains deeply divided, with a vocal faction of short-sellers highlighting the stock's high valuation and production hurdles, while long-term bulls defend the potential for future breakthroughs in FSD and autonomous taxi services.

Federal National Mortgage Association is a government-sponsored company, which engages in the provision of liquidity for purchases of homes and financing of multifamily rental housing and refinancing existing mortgages. It operates through the Single-Family and Multifamily segments. The Single-Family segment offers liquidity to the mortgage market and increases the availability and affordability of housing for single families. The Multifamily segment includes guaranty fees on mortgages and on multifamily mortgage loans. The company was founded in 1938 and is headquartered in Washington, DC.

Federal National Mortgage Association

FNMA is trending due to heightened investor interest following high-profile commentary from Bill Ackman and Michael Burry, which has fueled speculation regarding a potential exit from government conservatorship. While the community is split between bullish sentiment over long-term valuation and skepticism regarding the timing and volatility of the OTC-listed stock, many are actively debating the impact of upcoming government policy decisions and the potential for a long-term squeeze.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is experiencing significant volatility and downward pressure as investors react to a research paper from Google regarding a new AI compression algorithm, TurboQuant, which some fear could reduce future memory demand. Despite analyst defenses and arguments that the technology is evolutionary rather than disruptive, the community remains divided between those panic-selling to protect gains and opportunistic traders looking to navigate the sharp price swings.

Maul Coin

Maul Coin is gaining rapid traction on social platforms as the community rallies to reach bonding curve milestones and push for greater market visibility. Investors are actively discussing the project's growth potential and transparent developer engagement, with many comparing its early-stage momentum to other viral meme coins.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Mining Inc

Cipher Mining is facing intense downward pressure and high volatility, with investors actively debating whether the current price represents a buying opportunity or a deeper correction linked to broader market instability and geopolitical tensions. While some community members remain focused on the potential for long-term growth driven by new data center contracts and infrastructure pivots, others are increasingly vocal about frustration over sluggish price action and the impact of sector-wide short-selling activity.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is trending as it expands its American Manufacturing Program with a 400 million dollar investment and announces a strategic shift to open Siri to rival AI assistants, fueling strong bullish sentiment and relative strength compared to broader market weakness. Community discussion is heavily focused on the stock's role as a liquidity magnet and safe haven, with active debates regarding its AI strategy, potential for institutional support, and its resilience amidst geopolitical tensions.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is facing significant volatility as investors weigh the tension between robust demand for AI infrastructure and broader market concerns regarding debt loads, insider selling, and potential interest rate headwinds. While many in the community are debating whether the recent pullback represents a strategic buying opportunity or an early sign of a broader AI bubble, sentiment remains divided between those betting on imminent infrastructure deals and those cautious about the company's valuation and capital structure.

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

Alphabet is facing intensified scrutiny as investors weigh recent AI innovation milestones against a landmark legal verdict in a social media addiction trial that creates a new potential liability for its YouTube platform. Market participants are also closely watching the impact of new AI memory-efficiency breakthroughs on the semiconductor sector, while technical traders navigate a critical support zone that has polarized sentiment between those expecting a cyclical correction and others buying the dip.

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Interim Budget 2024 Highlights:

1} This Budget is dedicated to above sectors Defence (6.2Lac Cr), Road Trans &amp; Highways (2.78 lac Cr), Railway (2.55 Lac Cr)
2} According to this Railway stocks, Infra development stocks &amp; defence stocks will be benefited. But many of the above already gave a good rally so investors can wait for correction and then buy in dips.

3} PMAY scheme for 2Cr Houses, so real estate stocks will be benefited

$IRFC.NSE $TEXRAIL.NSE  $HAL.NSE  $IRB.NSE 

4} $NIFTY50.NSE View -) after rally Healthy correction needed for long bull run.
Sell (Bearish view) Spot CMP 21750
For 21350-21200-20800
SL 22040.

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RONIT GHADIGAONKAR

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Hindustan Aeronautics Ltd.

IRB Infrastructure Developers Ltd

Indian Railway Finance Corporation Ltd.

Texmaco Rail & Engineering Ltd

Interim Budget 2024 Highlights:

1} This Budget is dedicated to above sectors Defence (6.2Lac Cr), Road Trans & Highways (2.78 lac Cr), Railway (2.55 Lac Cr)
2} According to this Railway stocks, Infra development stocks & defence stocks will be benefited. But many of the above already gave a good rally so investors can wait for correction and then buy in dips.

3} PMAY scheme for 2Cr Houses, so real estate stocks will be benefited



 View -) after rally Healthy correction needed for long bull run.
Sell (Bearish view) Spot CMP 21750
For 21350-21200-20800
SL 22040.