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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

Memory names are selling off hard on reports the Trump administration may allow Apple to use Chinese CXMT/YMTC chips, with traders framing the drop as an overreaction driven by FUD and sector-wide Korea-related weakness ahead of Nvidia earnings. The community is hyper-focused on key technical levels like Monday's high near 1614 and the 1530 pre-market line, debating whether a clean reclaim signals a real breakout or a bull trap.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategy's new $1.59B USD Cash pool, funded by another $2.01B ATM share sale, is fueling fierce debate as Bitcoin nears $80K; the community is sharply divided over whether the massive dilution that has kept MSTR lagging Bitcoin's rally is a bearish red flag or a setup for a massive short squeeze.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin's decisive push past the key $80K psychological level is fueling intense bullish chatter, with traders citing Treasury Secretary Bessent's bond buyback program and potential TGA deployment as a dollar-debasement catalyst. The breakout is triggering a violent short squeeze, with bears getting 'rekt' as bulls call for a confirmed new bull cycle and higher prices.

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

SMCI is trending as Taiwan indictments of former employees over alleged AI server exports to China hit headlines, but the community is largely dismissing it as recycled FUD, emphasizing the company itself isn't charged and shifting focus to the upcoming 10-K filing and NVDA earnings as catalysts for a valuation re-rating of the AI infrastructure play.

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

Retail traders are piling into Bloom Energy after Nancy Pelosi's disclosed purchase of shares and long-dated call options ignited a wave of 'Pelosi trade' enthusiasm, with sentiment flipping from bearish to bullish overnight and users dubbing her 'the queen' for her timing. The frenzy builds on the existing narrative of Bloom as a key solution for AI data center power bottlenecks, with community members touting its speed-to-power advantage as the ultimate answer to grid constraints.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

BitMine is surging as its ETH treasury strategy takes center stage, with Tom Lee's comments that staking rewards fully cover preferred dividends resonating across the community while the company closes in on its 5% supply target. Retail sentiment is extremely bullish as crypto-twitter compares BMNR's yield-bearing ETH play favorably against MSTR and debates whether management's ATM share sales can keep pace with the rally.

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

NVDA's seven-day slide into its earnings print has retail split between betting on another blowout beat and fearing a sell-the-news repeat, with chatter focused on 'circular financing' concerns, margin pressure from memory costs, and the SpaceX AI satellite partnership as key catalysts. The broader AI trade's fate is seen as hanging on this report, making it the ultimate test for the sector's momentum.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

Traders are glued to the leveraged semiconductor fund as the setup into Nvidia's earnings dominates the tape, with the community torn between betting on an AI-driven rally and bracing for a rug pull. The chatter is also fixated on the fund's frustrating tracking against the underlying index and the relentless overnight pump-and-dump cycles that keep catching retail off guard.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

Community chatter centers on $ELF's post-earnings surge and the massive rally off its lows, with retail traders flaunting triple-digit gains while debating whether to lock in profits or ride momentum fueled by Rhode brand expansion, product sellouts, and fresh analyst price-target hikes. The move is framed as a standout winner amid weakness in tech and broader markets.

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 under the microscope as Bitcoin's surge and the CLARITY Act push have traders splitsome see a long-awaited breakout toward $200+, while others call the lag a market-maker trap and are loading puts, with the stock's failure to rally in step with crypto drawing heavy debate.

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Autodesk Shrugs Off Macro Vagaries After Q1 Beat: Analysts, Retail Turn Stick To Bullish Stances

Equity

Following Q1 results, Oppenheimer analysts upped their price target for the Autodesk stock to $350 from $300 and maintained an ‘Outperform’ rating.


Autodesk Says Willing To Review Starboard Slate As Proxy War Heats Up: Retail Mood Worsens

Replying to issues raised by Starboard, Autodesk said it has been taking decisive actions to drive growth, significantly expand operating margin, generate robust cash flow and continue innovating for customers.


Autodesk Activist Drama Unfolds As Starboard Reportedly Gears Up For Proxy Fight: Retail Traders Divided

Starboard is reportedly considering nominating a minority slate of director candidates ahead of Autodesk’s annual shareholders’ meeting.


ProShares Trust - ProShares S&P Kensho Smart Factories ETF

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Miss EPS and revenue

Nvidia ($NVDA) reports Q2 earnings Wednesday with Wall Street expecting roughly $91.7 billion in revenue — about 80% year-over-year growth — and EPS near $2.08. What do you expect in terms of revenue and EPS? Vote and explain your reasoning in the comments.

What do you expect from Nvidia ($NVDA) earnings on Wednesday?

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