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Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energys strong Q3 results and raised outlook were followed by a sharp selloff, as investors focused on higher spending and negative cash flow despite growth in demand. Bulls view the cash use as investment in capacity to serve power demand, while bears question valuation and whether that growth will translate into sustainable cash generation.

MGM Resorts International is a holding company, which engages in the ownership and operations of casino resorts. The firm's casino resorts offer gaming, hotel, convention, dining, entertainment, retail, and other resort amenities. It operates through the following business segments: Las Vegas Strip Resorts, Regional Operations, MGM China, and MGM Digital. The Las Vegas Strip Resorts segment operates the following casino resorts: Bellagio, MGM Grand Las Vegas, Mandalay Bay, The Mirage, Luxor, New York-New, Excalibur, Park MGM, and Circus Las Vegas. The Regional Operations segment consists of the following casino resorts: MGM Grand Detroit in Detroit, Michigan, Beau Rivage in Biloxi, Mississippi, Gold Strike Tunica in Tunica, Mississippi, Borgata in Atlantic City, New Jersey, MGM National Harbor in Prince George’s County, Maryland, and MGM Springfield in Springfield, Massachusetts. The MGM China segment includes MGM Macau and MGM Cotai. The MGM Digital segment focuses on the online gaming portfolio, which consists primarily of Leo Vegas, which is headquartered in Sweden and Malta. The company was founded by Kerkor Kerkorian on January 29, 1986 and is headquartered in Las Vegas, NV.

MGM Resorts International

MGMs continued slide to fresh lows is driving discussion, with traders tying the pressure to the failed People Inc. take-private proposal and concerns about management and casino-sector fundamentals. Some speculate about a revised bid or another deal, while others see a buying opportunity; those deal scenarios remain unconfirmed.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

AT&Ts selloff is drawing attention as traders weigh SpaceXs push into wireless against the companys quarterly results: despite a results beat and raised outlook, some focused on weaker-than-expected postpaid phone additions and the prospect of new competition. Views are divided between seeing SpaceX as a long-term threat and calling the reaction an overblown, buyable dip, with dividend income cited by bullish traders.

Phathom Pharmaceuticals, Inc. is a clinical-stage biopharmaceutical company, which engages in the development and commercialization of novel treatments for gastrointestinal diseases. The company was founded by Tadataka Yamada, David Socks, Azmi Nabulsi, Aditya Kohli, and Roger Ulrich on January 9, 2018 and is headquartered in Florham Park, NJ.

Phathom Pharmaceuticals Inc

BDR Pharmaceuticals lawsuit challenging the FDAs refusal to accept a generic application for VOQUEZNA has triggered a sharp selloff, with traders focused on the risk that the drugs exclusivity through 2032 could be shortened. Many argue the suit targets the FDA rather than Phathom and is not a finding of generic competition, while others see prolonged legal uncertainty as an overhang.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celesticas steep, volatile selloff is drawing attention ahead of its earnings report, with traders linking the pressure to weakness across AI infrastructure stocks and concerns about valuations and data-center spending. The community is split between calling the decline an overreaction to strong growth prospects and expecting further downside, while some attribute the price action to short-selling or technical trading without clear evidence.

Destiny Tech100, Inc. operates as a non-diversified, closed-end management investment company. The company was founded on November 18, 2020 and is headquartered in Austin, TX.

Destiny Tech100 Inc

DESTINY TECH 100 INC

Anticipation of Anthropics potential IPO and S-1 filing is driving discussion, with traders treating DXYZ as a way to gain exposure to Anthropic and other private tech holdings. Bulls point to a possible NAV uplift, while others question the funds NAV discount and warn that IPO timing uncertainty or a sell-the-news reaction could weigh on shares.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

VKTXs steep selloff to fresh 52-week lows is dominating discussion, with traders pointing to recent share issuance, weak biotech sentiment and concerns about managements communication. Bulls argue the positive VK2735 maintenance results and ongoing injectable and oral Phase 3 programs support the longer-term story, while speculation about a partnership or buyout remains unconfirmed.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Globals long-term LNG supply deals with ConocoPhillips and China Gas are drawing attention as signs of customer demand and added contract visibility. Traders welcomed the agreements but debated their limited near-term impact because deliveries start years out, while longer-term contracts may reduce exposure to higher spot prices.

Target Corp. engages in the operation and ownership of general merchandise stores. It offers food and general merchandise, clothing and household goods, electronics, and toys. Its brands include A New Day, All in Motion, Art Class, Auden, AVA & VIV, Boots and Barkley, Brightroom, Bullseye's Playground, Casaluna, Cat & Jack, Cloud Island, Colsie, dealworthy, Embark, Everspring, Favorite Day, Figmint, Future Collective, Gigglescape, Good & Gather, Goodfellow & Co, Hearth & Hand with Magnolia, Heyday, Hyde & EEK! Boutique, JoyLab, Kindfull, Kona Sol, Made By Design, Market Pantry, Mondo Llama, More Than Magic, Opalhouse, Open Story, Original Use, Pillowfort, Project 62, Room Essentials, Shade & Shore, Smartly, Smith & Hawken, Sonia Kashuk, Spritz, Sun Squad, Threshold, Universal Thread, up&up, Wild Fable, Wondershop, Xhilaration, California Roots, Casa Cantina, The Collection, Headliner, Jingle & Mingle, Rosé Bae, Photograph, SunPop, and Wine Cube. The company was founded by George Draper Dayton in 1902 and is headquartered in Minneapolis, MN.

Target Corp

Target is drawing attention after giving back a prior-session gain, with traders debating whether the pullback is a buying opportunity or a sign of continued weakness. Some are watching technical support and the upcoming earnings report, while others remain optimistic about the turnaround and holiday-shopping prospects.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros raised revenue outlook and improved gross-margin forecast, attributed to strong AI-server demand, are driving discussion ahead of its full results. Traders are divided between viewing the update as evidence of growth and undervaluation and worrying that the stock has given back much of its initial gains, citing weak price action and lingering doubts about management, cash flow and margins.

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$UCTT $LRCX Lam Research is Ultra Clean’s largest customer making up 37% of their revenues. Makes no sense to be trading down given Lam’s CEO’s comments regarding their supply constraints being due to “suppliers facing demand growing faster than Lam’s own business.”

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Ultra Clean Hldgs Inc

Lam Research Corp.

 Lam Research is Ultra Clean’s largest customer making up 37% of their revenues. Makes no sense to be trading down given Lam’s CEO’s comments regarding their supply constraints being due to “suppliers facing demand growing faster than Lam’s own business.”

Russell K Brett

@russellkbrett True. I just keep buying more

@HansFalsch It’s a high quality problem for any supplier to have yet it gets thrown into the same basket as the customer. Because $LRCX management says there’s a possibility of a flat sequential quarter to quarter into March ‘27 due to supply constraints caused by their suppliers (in which $UCTT  being one of them) experiencing higher than anticipated demand, that means dump $UCTT down -15%? Market only sees the narrative and not the nuance.

 It’s a high quality problem for any supplier to have yet it gets thrown into the same basket as the customer. Because 

 management says there’s a possibility of a flat sequential quarter to quarter into March ‘27 due to supply constraints caused by their suppliers (in which 

  being one of them) experiencing higher than anticipated demand, that means dump 

 down -15%? Market only sees the narrative and not the nuance.