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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 results and forward guidance sharply exceeded expectations, with management also signaling tighter AI-driven memory supply into 202728, but the shares barely moved or slipped. Traders debate whether the strong outlook was already priced in, while some point to higher planned capex as a drag on the reaction; options traders also discuss volatility crush.

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 planned combination with Armada and Nasdaq listing as an XRP treasury company are driving attention, with traders reacting to reports that the shareholder vote passed and discussion of an effective S-4 filing; closing details and redemption figures remain unresolved. The move has sparked bullish interest in XRP exposure and warrants, alongside concerns about SPAC volatility, dilution, and a potential pump-and-dump.

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

Googles Gemini 4 Argon launch and its touted performance benchmarks dominate the discussion, with traders viewing the model as a fresh test of Alphabets competitiveness in AI. Reactions are split: some are encouraged by the launch and expect it to support the stock, while others question whether the news can sustain gains amid choppy price action.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFis prolonged share-price decline and persistent volatility dominate discussion, with traders citing prior dilutive offerings and management concerns alongside rising yields and rate-hike fears. Some see elevated short interest and oversold conditions as potential support, while bullish holders point to business growth and the upcoming earnings report.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras shares are under pressure amid staged IPO lockup expirations that make more insider shares eligible to trade, alongside reports that OpenAIs latest Ultrafast tier uses Nvidia GPUs rather than Cerebras hardware. Traders debate whether the selloff reflects added share supply or concern about the OpenAI relationship, with some questioning the reports implications for the partnership.

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 covering treatment of pulmonary hypertension associated with interstitial lung disease, prompting a sharp selloff as traders weigh possible label or sales restrictions and Liquidias planned appeal. The community is split between fears that the ruling could seriously impair the business and views that the reaction is excessive, with some speculating about a rebound or settlement.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Nu Holdings denial that it is pursuing a Monzo acquisition has driven attention after reports of a potential deal triggered a sharp selloff and rebound. Traders debated the risks of an expensive, potentially dilutive expansion versus relief that the company ruled out the transaction, while some called the reports misleading.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs sharp rebound and strength near recent highs are drawing attention, with bullish traders pointing to AI-driven commercial growth, earnings momentum and government/defense demand. The debate centers on whether that growth justifies the stocks rich valuation, with Michael Burrys bearish AI view and reported bearish positioning frequently cited by skeptics and challenged by bulls.

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

Microns quarterly results and outlook have put Sandisk in focus as a read-through on AI-driven memory demand, NAND pricing and tight supply; bulls see Microns strong report as supportive for SNDK, while others are frustrated by the muted, volatile trading and warn that high yields and risk-off sentiment could outweigh the sectors fundamentals.

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 is drawing attention after Wells Fargo characterized the recent increase in advertising-pixel installs as a false start, saying many new merchant sites appear to have little traffic and may not signal meaningful e-commerce growth. Traders disagree over the analysissome see it as a warning that the expansion is stalling, while others dismiss it as a flawed or overly negative read of limited dataand the debate is accompanying heavy selling and dip-buying.

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Neutral Sentiment

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.

ONXX Onyx Pharmaceuticals Inc.