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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 trending after reporting strong quarterly earnings and announcing a 14 billion dollar share buyback, yet investors remain divided as the stock faces profit-taking and concerns over forward guidance. The community is actively debating whether this pullback represents a temporary overreaction to high expectations or a broader cooling of the memory cycle fueled by AI infrastructure demand.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is trending following a significant earnings beat and raised guidance, fueling intense community speculation about a potential short squeeze given the stock's high short interest. While bulls are celebrating strong revenue growth and enterprise AI momentum, bearish voices remain skeptical about the company's valuation and path to profitability.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

SPDR Gold Shares (GLD) is trending as investors weigh persistent geopolitical tensions in the Middle East against hawkish Federal Reserve interest rate expectations. The community is actively debating whether current support levels signal a long-term bottom for precious metals or if ongoing macroeconomic pressures and bond market shifts could lead to further volatility.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is actively trending as investors digest the completion of its SkyWater Technology acquisition, a strategic move aimed at vertical integration and internal manufacturing control. While community sentiment remains divided between those bullish on the long-term quantum roadmap and skeptics concerned about dilution and ongoing capital expenditure, active discussions are focused on how this expansion impacts the firm's competitive position ahead of its earnings call.

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 shares plummeted following Q2 earnings and Q3 guidance that failed to meet investors' high expectations, despite solid year-over-year revenue growth. The community remains deeply divided, with many expressing frustration over the volatile price action and perceived market manipulation, while others are aggressively buying the dip, banking on the company's strong cash flow and the recent conclusion of the SEC probe as long-term catalysts.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital is facing intense investor scrutiny following its latest earnings report, where robust fiscal results were overshadowed by concerns regarding future growth guidance and sector-wide demand shifts. The community is sharply divided, with some investors viewing the post-earnings sell-off as an attractive accumulation opportunity given the company's central role in AI storage infrastructure, while others fear a peak in the memory cycle.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale Power is facing significant downward pressure as investors grow frustrated with the company's pre-revenue status and lack of commercial contract announcements. While bulls maintain a long-term conviction in the companys NRC-certified design and potential role in meeting AI-driven power demand, the broader community remains divided, debating whether the stock's recent performance represents an attractive entry point or a sign of deeper structural weakness.

Fluence Energy, Inc. engages in energy storage products and services, and artificial intelligence-enabled digital applications for renewables and storage. Its storage includes Smartstack, Gridstack Pro, Grisdtack, and Ultrastack. The company was founded on June 21, 2021, and is headquartered in Arlington, VA.

Fluence Energy Inc - Ordinary Shares - Class A

Fluence Energy is currently under intense community scrutiny following a significant post-earnings sell-off driven by disappointing gross margins and concerns regarding operational execution and project delays. Investors are actively debating whether the stock represents a deep-value opportunity based on its record backlog and data center demand, or if structural profitability issues suggest the long-term growth thesis is breaking.

Redwire Corp. engages in the development and provision of space and defense technologies and mission-critical solutions for government, commercial, and civil customers. Its offerings include spacecraft platforms, space infrastructure, avionics, sensors and payloads, power generation systems, radio frequency systems, microgravity research and manufacturing technologies, autonomous systems, optical sensors, and digital engineering solutions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire Corp is seeing significant volatility as investors weigh strong defense contract wins and institutional accumulation against concerns over dilution and sector-wide sentiment. The community is sharply divided, with bulls pointing to the company's record backlog and institutional backing while bears emphasize the ongoing lack of profitability and the dilutive effect of recent equity offerings.

Honeywell Aerospace, Inc. engages in the provision of aerospace and defense critical systems and technologies. It operates through the following segments: Electronic Solutions, Engines & Power Systems, and Control Systems. The Electronic Solutions segment supplies aerospace electronic systems and technologies such as avionics and navigation sensors and electromagnetic defensive solutions. The Engine & Power Systems segment manufactures propulsion systems, APUs, and electric power solutions. The Control Systems segment handles the supply of thermal and motion control systems that enable flight, life support, and safety for the aircraft. The company was founded in 1914 and is headquartered in Phoenix, AZ.

Honeywell Aerospace Inc

Honeywell Aerospace

Honeywell Aerospace is facing significant downward pressure following an earnings report that featured a reduction in sales and profit guidance due to lingering supply chain constraints. While traders are reacting to the immediate volatility and management's conservative outlook, the community remains divided between those navigating the post-earnings sell-off and long-term investors focused on the company's substantial order backlog and role as a key aerospace supplier.

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ACG Metals Ltd. engages in critical metals industry, starting with the copper sector. ACG intends to become a premier supplier of copper and other critical metals to the western OEM supply chain, with best-in-class ESG and carbon footprint characteristics. The company was founded on June 6, 2021 and is headquartered in Road Town, British Virgin Islands.

ACG Metals Ltd. - Ordinary Shares - Class A

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Hold rates steady

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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ACGAFACG Acquisition Company Limited - Ordinary Shares - Class A

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