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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 shares are under pressure after reports that Toshiba plans to double its HDD production capacity, raising concerns about future competition and pressure on storage pricing. Traders are divided: some see the expansion as a medium-term risk to WDCs pricing power, while others call the selloff an overreaction given the time needed to add capacity and continued AI-driven storage demand.

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 weak sales, steep fiscal outlook and ongoing struggles in China have intensified concerns about a prolonged turnaround, prompting analyst target cuts and a sharp share decline. Traders are divided between viewing the selloff as an oversold buying opportunity with squeeze potential and expecting further downside as sales and the recovery remain uncertain.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

COIN is drawing attention for sharp, frustrating swings and persistent underperformance relative to Bitcoin, with traders debating whether the weakness reflects crypto-market pressure and rising yields or stock-specific selling. Sentiment is split between short-side calls and dip-buying, with some expecting COIN to catch up if Bitcoin strengthens.

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 shareholder-approved business combination with Armada and planned Nasdaq listing are driving XRPNs sharp rally, with traders focused on its planned XRP treasury and speculating that redemptions could leave a tight public float. Bulls are touting further momentum and warrant upside, while skeptics question the valuation and warn the SPAC-fueled surge could reverse.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians record Q3 deliveries topped analyst expectations, but the company reaffirmed rather than raised its full-year delivery outlook, and shares fell despite the operational milestone. Traders are split between viewing the results and R2 ramp as signs of growth and arguing that an in-line company outlook offers little reason for a stronger stock reaction.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digitals delivery of another 75 MW at Polaris Forge 1, completing Building 2 and bringing operational capacity there to 250 MW, is drawing attention ahead of the companys earnings report. Traders view the milestone as evidence of execution and future revenue growth, while others question why the shares have struggled and point to financing costs, debt, dilution concerns, and sensitivity to Treasury yields.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

A prolonged selloff to multi-year lows is driving discussion, with traders focused on slowing revenue growth, weak guidance, and concerns about ad-tech competition and advertising demand. Bears blame the outlook and management, while some buyers argue the decline is excessive given the companys cash position and profitability; a possible rebound remains speculative.

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

Traders are tying APPs sharp selloff to Wells Fargos doubts about the quality of its e-commerce pixel rollout and to the courts denial of an emergency order in its dispute with Unity, adding to concerns about growth and competition. The conversation is largely frustrated and bearish, though some traders view the drop as an oversold buying opportunity and point to the companys strong fundamentals.

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, backed by AI-driven memory demand and tight supply, are fueling bullish discussion and analyst upgrades. Traders are debating the choppy post-earnings reaction, with some blaming options positioning and Toshibas hard-drive expansion news for weighing on the broader storage trade, while others question whether the memory boom can persist.

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

Seagate shares are under pressure after reports that Toshiba plans to expand HDD production, raising concerns that additional competition could weaken the tight supply and pricing power that have benefited Seagate and Western Digital amid AI data-center demand. Traders debate whether the selloff overstates a medium-term risk, with some viewing the pullback as an opportunity while others remain concerned about future supply.

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