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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 quarterly results and above-consensus outlook, tied to AI-driven memory demand, dominate the discussion. Bulls point to tighter expected supply and continued growth, while many traders are frustrated by the muted stock reaction and argue the beat was priced in; skeptics question how long elevated margins and the memory upcycle can last.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets Project Suncatcher orbital AI-chip test is a major focus, with traders viewing space-based computing as a potential extension of its AI infrastructure while skeptics call the project speculative. Gemini 4 expectations also feature prominently, amid frustration over volatile trading and the stocks difficulty holding gains.

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

AppLovins selloff is being tied to bearish analyst commentary questioning e-commerce pixel adoption and growth in its AXON/MAX ad business, with competition from Unity and the companies data-collection dispute adding to concerns. Bulls dispute the slowdown narrative and point to improving adoption and strong fundamentals, while bears focus on growth risks and continued technical weakness.

Alphabet Inc - Ordinary Shares - Class C

GOOG is drawing attention amid volatile trading around Googles Gemini AI rollout, with traders debating whether the new model can strengthen its competitive position or whether Metas Muse and broader AI competition threaten Googles business. Bulls cite Googles AI capabilities and infrastructure, while skeptics point to fading price momentum and risks to search and advertising.

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

A newly adopted executive change-of-control severance policy has reignited buyout and strategic-investment speculation, though traders disagree on whether it signals a deal or is routine governance, and no buyer or transaction is confirmed. Investors are also focused on BlueBird shipment updates and the lack of a firm launch date, with concerns about deployment cadence weighing against optimism about the satellite rollout.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

New 24-month HOPE-3 extension data showing slower upper-limb decline among Duchenne patients treated with deramiocel has fueled interest in Capricor. Traders see the results as supportive of the therapy ahead of the FDA decision, while others argue they may not resolve the agencys prior statistical concerns; short-squeeze talk remains speculative.

Liquidia Corp. operates as a holding company which engages through its subsidiary in developing and commercializing biopharmaceutical products and novel products development used in PRINT technology to transform the lives of patients. The company was founded in June 2004 and is headquartered in Morrisville, NC.

Liquidia Corp

A Delaware judge ruled that Liquidias Yutrepia infringes two valid United Therapeutics patent claims, raising the risk of removing its PH-ILD indication or restricting availability while remedies are decided. Traders largely fear substantial business and share-price downside, while some call the selloff an overreaction and point to a possible appeal or settlement.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

IBRX is drawing attention after a high-volume rally and attempted breakout above a resistance area, with traders debating whether momentum and short-covering are driving the move or whether news may be forthcoming. The community also points to Anktivas international expansion and pending FDA label decision, but no new catalyst is confirmed.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

Back-to-back analyst upgrades, including JPMorgans move to Overweight, are fueling bullish interest in CoreWeaves AI-compute demand and premium contract pricing. Traders remain divided over whether that outlook can outweigh concerns about heavy capital needs, debt and potential dilution, with many also watching the stocks repeated struggle to break resistance.

Constellation Energy Corp. engages in the generation, supply, and marketing of clean electricity, and renewable energy products and solutions. The firm also offers wholesale energy, retail products and services. It operates under the following geographical segments: Mid-Atlantic, Midwest, New York, Electric Reliability Council of Texas (ERCOT), and Other Power Regions Segment. The company was founded in 1960 and is headquartered in Baltimore, MD.

Constellation Energy Corporation

FERCs delay of PJMs proposed capacity procurement is weighing on CEG and renewing uncertainty about how the grid will meet AI-driven power demand and allocate costs. Traders are split between buying the pullback on long-term electricity-demand and nuclear-power prospects and worrying about near-term regulatory uncertainty and weak price action.

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Hold rates steady

Cut 25 bps

Hike 25 bps

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.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

MTNFS Masterworks Vault 4 LLC. - Ordinary Shares (SER 395)