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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 strong Q3 results and raised outlook were followed by a selloff, with traders debating whether slower bookings growth and the stocks high valuation outweigh accelerating AI demand and commercial growth. Bulls see the decline as a buying opportunity, while bears argue expectations were too high for even a strong report to satisfy.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopifys quarterly report triggered a sharp selloff despite profit and cash-flow strength, as traders focused on revenue and gross merchandise volume coming in slightly below expectations and signs of moderating growth. The reaction is divided between dip-buyers calling the decline an overreaction and bearish traders citing the companys high valuation, slowing growth, and potential AI competition.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples quarterly results beat expectations, but shares came under pressure after the company warned that rising memory costs would weigh on holiday-quarter margins; traders also debated slower growth and the stocks valuation. Some viewed the selloff as a buying opportunity, while others expected further weakness.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems record fiscal first-quarter results, stronger bookings, and raised fiscal-year revenue outlook have driven attention, with traders linking growth to demand for AI-chip burn-in testing. Bulls are celebrating the results and rally, while skeptics warn that valuation and volatile post-earnings price action could limit the move.

Aurora Cannabis, Inc. engages in the production, distribution, and sale of cannabis and cannabis-derivative products. It operates through the following business segments: Cannabis and Plant Propagation. The company was founded by Terry Booth and Steve Dobler on December 21, 2006 and is headquartered in Edmonton, Canada.

Aurora Cannabis Inc

Traders are focused on reports that Organigram agreed to acquire Aurora, with speculation about whether Curaleaf could counterbid and debate over whether the deal offers enough value to Aurora shareholders.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizers third-quarter results topped estimates and management raised its full-year outlook, drawing attention to growth in newer products and ongoing cost cuts. The reaction is divided: bulls see progress in the post-COVID turnaround, while skeptics point to weak overall revenue growth, fading COVID sales and patent-cliff risks; the share price has shown little response to the beat.

REalloys, Inc. is engaged in the rebuilding of domestic supply chain resilience for rare earth elements and magnets. It is involved in recycling, mining, oxide production, metallization, alloying, and magnet manufacturing. The company was founded on October 4, 2011 and is headquartered in Boca Raton, FL.

REalloys Inc.

REalloys potential heavy rare-earth processing facility at Tooele Army Depot and the 2027 U.S. defense sourcing restrictions are driving attention, with traders also citing its rare-earth supply agreements. The community is split between optimism about domestic supply-chain demand and frustration that key projects remain at an early stage, alongside persistent complaints about weak share performance and limited company updates.

Emergent BioSolutions Inc. engages in the development, manufacture, and commercialization of medical countermeasures. It operates through the following segments: Commercial Product Sales, MCM Product Sales, and Services. The Commercial Product Sales segment includes NARCAN products and other commercial products that were sold as part of the travel health business. The MCM Product Sales segment focuses on the Anthrax - MCM products, Smallpox - MCM products and other products. The Services segment consists of the company’s Bioservices offerings. It offers products for civilian and military populations that address accidental, intentional, and naturally occurring public health threats. The company was founded by Fuad El-Hibri on September 5, 1998 and is headquartered in Gaithersburg, MD.

Emergent Biosolutions Inc

A suspected pneumonic plague incident at a Russian anti-plague research institute has renewed attention on EBSs biodefense portfolio, with traders speculating that heightened preparedness could support future government demand. The community also points to heavier trading and possible short covering, while the incidents details and any resulting contracts remain uncertain.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiserv is rallying after quarterly results beat expectations and management reaffirmed its outlook, while plans for deeper cost savings and share repurchases strengthened hopes for a turnaround. Traders remain divided: bulls see progress under the new CEO, while skeptics point to weak underlying growth and lingering concerns from the prolonged decline.

Madrigal Pharmaceuticals, Inc. engages in the development and commercialization of therapeutics for metabolic dysfunction-associated steatohepatitis. The company was founded by Rebecca A. Taub, Frederick Bernard Craves, and Edward Chiang on March 10, 2000 and is headquartered in West Conshohocken, PA.

Madrigal Pharmaceuticals Inc

Madrigals Q3 resultscontinued Rezdiffra sales growth and its first profitable quarterare driving attention, alongside updates on its planned Phase 3 MASH program. Traders welcomed the commercial progress but debated the stocks fade after results, citing spending levels and the lack of guidance.

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SOXS is drawing attention as semiconductor weakness and renewed concern over AI-related valuations and spending drive demand for the inverse ETF. Traders are divided between expecting further chip-sector declines and betting on a rebound, while warning that SOXSs leverage and daily decay make it risky to hold through sharp swings.

The move appears tied to a rebound in semiconductor shares and technical positioning, with traders focusing on SOXX support and a possible SOXL reversal. No specific news catalyst is confirmed.

SKHY Stock Jumps Premarket: Strategist Says SK Hynix Sits At AI’s ‘Toll Booth’ As Tech Giants Chase Scarce Memory 

Equity

Innes also warned that extraordinary margins will attract new capacity, potentially weakening pricing power as Samsung and Micron expand.

CLS Stock Soars Premarket After Blowout Q3 — Retail Calls It ‘Very Inexpensive’ As Celestica Touts AI ‘Supercycle’ 

The company cited an AI infrastructure ‘supercycle’ and stronger customer demand for 2028.

WDC Slides Overnight Post-Earnings Despite Goldman’s Upside Call — CEO Sees Top Customers’ Storage Demand Into 2031 

Prices per terabyte rose 28%, with further pricing upside expected over three to four quarters.

NVDA Logs Best Day In Over A Month: Burry Spotlights Partnership Blitz — Analyst Calls Full-Stack Strategy ‘Underappreciated’

Gene Munster sees AI agents driving token demand and physical AI eventually contributing a third of Nvidia’s revenue.

LRCX Stock Tumbles Overnight Despite Record Profits: Supply Snags Put Sales On Hold As China Slowdown Looms 

China’s revenue share is expected to fall substantially in December after reaching 35% in September.

CRWV, NBIS, NVDA Jump Overnight: Musk Says SpaceX Could Rent Compute ‘Several Times Over,’ Analyst Dismisses Glut Fears 

Analyst Gene Munster called compute oversupply fears “off base,” highlighting profitable growth in SpaceX’s Super Intelligence business.

2 ETFs to Watch for Outsized Volume in Semiconductor Trading

SOXS and SOXL see trading volumes surge to 1.53 and 1.48 times their averages, respectively, as semiconductor ETFs post sharply divergent daily moves. 

SKHY Stock Slides Premarket: Retail Eyes Buying Opportunity As Rival Micron’s Taiwan Strike Plan Adds Uncertainty To Memory Trade

Taiwan is a major DRAM and HBM manufacturing hub for Micron, which employs about 15,000 people there.

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CEO Hock Tan’s AI “casino” remarks and warning about capital constraints are still worrying retail traders.

Michael Burry Says Trump Will ‘Pull Out All The Stops’ For AI — ‘Dean Of Valuation’ Holds 5 Mag Seven Stocks, Adds Cash

Burry says the Fed has “fewer arrows” and warns Wall Street’s machinery could bring markets down quickly.

SOXS is the Direxion Daily Semiconductor Bear 3X ETF, a leveraged inverse fund designed to deliver approximately three times the opposite of the daily return of the NYSE Semiconductor Index. It generally rises when semiconductor stocks fall and falls sharply when they rise, making it a short-term tactical trading tool rather than a conventional long-term investment. Because it resets daily, compounding and volatility can cause its performance over periods longer than one day to differ substantially from simply −3× the index’s cumulative return; it is therefore high risk.

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Bullish Sentiment

<ul class="summary-bullets"><li>Innes said scarce HBM is helping SK Hynix collect profits, while tech giants face pressure to justify AI spending.</li><li>Long-term agreements with 14 major customers cover more than half of production capacity for 2027 and 2028.</li><li>SK Hynix said DRAM and HBM supply is sold out until 2029, with memory shortages expected through 2030.</li></ul>U.S.-listed shares of SK Hynix (SKHY) jumped 8% in premarket trading on Wednesday as Stephen Innes, managing partner at SPI Asset Management, highlighted how AI memory shortages are turning the company into a cash machine while technology giants face scrutiny over their spending.<a href="https://stocktwits.com/symbol/SKHY">SKHY shares</a> rose 2% to $145.36 but are still down 21% for October.<h2 class="st-heading-2">SK Hynix Cashes In On AI’s Spending Spree</h2>“Right now, SK Hynix is still sitting at the toll booth, and the cash machine is humming,” Innes said on his Substack. He added that high-bandwidth memory (HBM) has become key to AI performance, boosting the Nvidia supplier’s pricing power as customers compete for limited supply.“Memory used to sit at the back of the technology factory. AI has dragged it to the front gate and handed it the keys,” he said. This puts SK Hynix in a different position from companies pouring money into AI models and data centers, Innes said. Model developers must find ways to monetize their services, while infrastructure operators face hefty power, financing and depreciation costs. The memory maker is already collecting revenue from a component they need.“SK Hynix sits on the other side of that cheque. It is already getting paid,” he said, adding: “Scarcity has a wonderful way of simplifying the income statement.”<h2 class="st-heading-2">Innes: Multiyear Deals Could Cushion The Cycle</h2>For Innes, the bigger story is in the years of production SK Hynix is securing under contract, potentially softening the pricing downturns that have historically followed memory-industry expansions.The company has signed long-term agreements with 14 major customers that cover more than half of its production capacity for 2027 and 2028. The contracts typically run five years, with extensions under discussion and prices allowed to move within agreed ranges. SK Hynix said its DRAM and HBM supply is sold out until 2029, with HBM demand double what it can supply. It expects shortages to persist through 2030.“Those contracts will not kill the cycle. Nothing kills the memory cycle. But they may blunt its teeth,” Innes said. The visibility reinforces his bigger argument that investors should distinguish between companies financing the AI buildout and those already profiting from it.“The AI trade is increasingly separating into winners who consume capital and winners who harvest it,” he said.<h2 class="st-heading-2">Can SK Hynix Defend Its Pricing Power?</h2>However, Innes warned that exceptional profits will draw more competition, with Samsung and Micron expanding their HBM businesses and SK Hynix adding capacity at Yongin. “The semiconductor industry has never met a fat margin it did not eventually try to murder with new capacity,” he wrote.For Innes, the question is how long AI demand, manufacturing complexity and multiyear contracts can protect pricing power as supply grows. He argued that delivering on HBM4, securing Nvidia qualification, and maintaining spending discipline will become increasingly important. “Eventually, enough new roads will be built around the bottleneck,” he added.<h2 class="st-heading-2">SKHY Q3 Review</h2>SK Hynix’s <a href="https://stocktwits.com/news-articles/markets/equity/why-is-skhy-stock-surging-over-6-in-overnight-trading/cZU9byrRB6J">third-quarter (Q3)</a> revenue rose 328% to 104.6 trillion won ($78.2 billion), while operating profit surged 632% to 83.3 trillion won, for an operating margin of 80%.SK Hynix outlined about 100 trillion won in full-year shareholder returns through dividends, buybacks and cancellations, including previously announced repurchases. Special dividends will distribute most gains from its Kioxia investment.Net cash reached 98.7 trillion won, supporting further investment alongside shareholder payouts. The company expects HBM4 to surpass HBM3E in shipment volume and revenue in the fourth quarter.<h2 class="st-heading-2">How Do Retail Traders Feel About SKHY?</h2>On Stocktwits, retail sentiment for SKHY jumped to ‘extremely bullish’ from ‘bullish’ levels a day ago amid a 290% surge in 24-hour message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/skhy_ss_27fa5dcd0c.png" alt="skhy ss.png" width="649" height="333"><figcaption>SKHY sentiment and message volume as of October 28 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/FatmanEZ/message/667509344">said</a>, “$SKHY Glorious AI euphoria trade rages on. FOMO momo is now going to drag these way higher. Everyone “missed the dip” on HF”<stembedurl>https://stocktwits.com/FatmanEZ/message/667509344</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/DragonOfBosnia/message/667496426">said</a>, “$SKHY these memory stocks are gonna be good for another two years easy, release the news”<stembedurl>https://stocktwits.com/DragonOfBosnia/message/667496426</stembedurl>U.S.-listed shares of SK Hynix have declined 13% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/asts-stock-blackrock-stake-spotlight-bruising-selloff/cZU9dwkRB6L">ASTS Stock Logs Best Day In Nearly A Month — BlackRock’s Stake Takes Spotlight After Bruising Selloff&nbsp;</a>

 In this photo illustration, the SK Hynix logo is seen displayed on a smartphone screen. 

U.S.-listed shares of SK Hynix (SKHY) jumped 8% in premarket trading on Wednesday as Stephen Innes, managing partner at SPI Asset Management, highlighted how AI memory shortages are turning the company into a cash machine while technology giants face scru

SKHY Stock Jumps Premarket: Strategist Says SK Hynix Sits At AI’s ‘Toll Booth’ As Tech Giants Chase Scarce Memory

Micron Technology Inc

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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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Traders are intensely debating whether the AI hype cycle has peaked, leading to increased interest in hedging against semiconductor sector volatility.

The community is closely watching critical support levels on major chip indexes as technical patterns signal potential further downside risks.

Speculation regarding Strait of Hormuz peace agreements and global tensions is fueling volatile sentiment across leveraged market plays.

Discussions are surfacing about institutional strategies designed to trap short sellers during quick market rebounds and relief rallies.

Current Price	$51.87
Prev Close	$58.09
Open	$53.27
Dividend Yield	N/A
50-Day Moving Average	$42.70
Beta	N/A
Avg. Volume	79.8M
PE Ratio	N/A

52-Week High	$1,030.00
52-Week Low	$28.46
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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