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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 quarterly results and sharply weaker full-year outlook intensified concerns that its turnaround will take time, with sales weakness in China adding to the pressure. Traders are largely bearish on management and the brands recovery, while some view the selloff as a buying opportunity and debate whether the dividend is sustainable.

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 is under pressure after Wells Fargo questioned whether the reported e-commerce pixel-install surge reflects meaningful, traffic-generating adoption, fueling concerns about growth and repeated analyst skepticism; the Unity data dispute and investor lawsuits add to the negative sentiment. Traders are divided between expecting further downside and viewing the selloff as an overreaction given the companys ad-tech growth and profitability.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

Traders are focused on Toshibas reported plan to expand hard-drive capacity, raising concerns that Seagate and Western Digital could face a new competitor and future market-share pressure. The discussion is split between selloff worries and confidence that AI-driven data-storage demand will continue supporting the established HDD makers.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital is drawing attention as part of the volatile memory and storage trade, with traders citing AI-driven data-center demand and tight memory supply as potential tailwinds for its high-capacity drives. Bulls view pullbacks as opportunities in the AI-storage theme, while bears point to rate concerns, AI-bubble fears, and WDCs erratic price action.

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 earnings and outlook, alongside managements warning that AI-driven memory demand exceeds supply and could keep conditions tight through 2028, are driving attention. Traders initially questioned the muted post-earnings reaction and debated cyclical and valuation risks, but many turned bullish after the shares rebounded.

McDonald's Corp. engages in the operation and franchising of restaurants. The firm operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. Its products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, and McCafe beverages. The company was founded by Raymond Albert Kroc on April 15, 1955 and is headquartered in Chicago, IL.

McDonald`s Corp

McDonald's Corp

McDonalds sharp selloff to multi-year lows is dominating discussion, with traders pointing to cautious Investor Day commentary, analyst target cuts, pressured consumer demand and rising Treasury yields. Some see oversold conditions as a buying opportunity, while others expect more downside and question the companys pricing, customer experience and turnaround plans.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Reports that Amazon is considering moving Nvidia AI chips into a financing vehicle and leasing them back have prompted debate over whether the move eases the cost of its AI buildout or signals strain from heavy spending. Traders remain divided, with bullish long-term views on AWS and AI alongside frustration over the stocks underperformance.

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.

Shareholder approval of Evernorths Armada business combination is driving attention, with the company expected to list on Nasdaq as an XRP treasury holding roughly 473 million XRP. Traders are split between betting on XRP exposure, a potentially tight float and warrant leverage, and warning that the sharp rally may fade amid SPAC, valuation and redemption uncertainties.

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

BlueBird 11s reported full deployment and the shipment of BlueBirds 1416 have focused discussion on ASTs progress toward building its direct-to-device constellation. Bulls view the updates as operational progress, while skeptics point to the lack of a firm launch schedule and slow cadence, questioning why the shares remain weak despite the news.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidias expanded share-repurchase authorization and Microns strong results are bolstering optimism about AI-chip demand, while traders focus on whether the stock can break through nearby resistance. Bulls see a breakout setup; skeptics point to repeated rejections and fading gains.

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$CELH $100 in CELH ten years ago is worth $3,448 today.

At $28.28, you’re getting in cheaper than the people who already turned every hundred into three thousand.

This stock was $80. It was $60. Now it’s under $30. Not because the company is dying, but because the market forgot what a compounder looks like when it goes on sale.

Same brand. Same growth. Just a lower entry point than almost anyone who’s already sitting on life changing returns.

The last time CELH was this cheap, nobody was paying attention. Now everybody knows the name. They’re just too scared to buy it.

That’s the trade.

Nalviator

Chomoloko

Dirtyday

kevin

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Joe Lesrock

Sandeep singh Singh

Michael Whitton

$CELH aaaaand it’s gone

https://www.cbs19.tv/article/news/local/ken-paxton-probes-celsius-energy-drink-co-alleged-link-to-cheerleaders-death/501-e2ddc477-3f35-48ce-9153-86eba1b00cfe

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Jared Rentler

Celsius Holdings Inc

 $100 in CELH ten years ago is worth $3,448 today.

At $28.28, you’re getting in cheaper than the people who already turned every hundred into three thousand.

This stock was $80. It was $60. Now it’s under $30. Not because the company is dying, but because the market forgot what a compounder looks like when it goes on sale.

Same brand. Same growth. Just a lower entry point than almost anyone who’s already sitting on life changing returns.

The last time CELH was this cheap, nobody was paying attention. Now everybody knows the name. They’re just too scared to buy it.

That’s the trade.