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Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. 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

Micron Technology is trending as a major beneficiary of the ongoing AI infrastructure supercycle, with investors closely monitoring supply constraints in DRAM and HBM and speculating on potential stock splits. The community is actively debating whether the company's parabolic price action is a fundamental rerating fueled by long-term structural memory demand or an overheated FOMO-driven bubble prone to a sharp correction.

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 experiencing a massive, AI-driven supercycle that has fueled a parabolic rally, with the community actively debating whether this is a structural re-rating based on memory shortages or an unsustainable, sentiment-fueled bubble. Investors are closely monitoring the stock's extreme momentum and institutional positioning, as discourse remains sharply divided between those calling for a historic crash and those betting on continued gains from the AI infrastructure boom.

Rackspace Technology, Inc. engages in the provision of end-to-end multi-cloud technology services. The firm designs, builds and operates its customers’ cloud environments across technology platforms. It operates through the following segments: Multicloud Services and Apps & Cross Platform. The Multicloud Services segment includes public and private cloud managed services offerings, as well as professional services related to designing and building multicloud solutions and cloud-native applications. The Apps & Cross Platform segment includes managed applications, managed security and data services, as well as professional services related to designing and implementing application, security and data services. The company was founded on July 21, 2016 and is headquartered in San Antonio, TX.

Rackspace Technology Inc

Rackspace Technology is seeing intense investor activity following a revenue beat and a strategic partnership announcement with AMD to build governed enterprise AI infrastructure. While bullish community members are highlighting potential long-term upside and growth in the AI cloud sector, others are expressing significant caution, pointing to the company's substantial debt, past dilution, and the non-binding nature of the AMD memorandum of understanding.

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

Direxion Daily Semiconductor Bear 3X Shares

The Direxion Daily Semiconductor Bear 3X Shares (SOXS) is trending as retail investors face mounting losses amidst a relentless, record-breaking rally in the semiconductor sector. Community discourse is heavily focused on the dangers of holding leveraged inverse products, the risks of position decay during high-volatility sideways action, and a widely debated 

Digi Power X, Inc. is a block chain technology company, which engages in crypto currency mining. It focuses on validation through mining, hosting solutions, and blockchain software solutions. It operates through the following segments: Cryptocurrency Mining, Sales of Energy and Electricity, and Colocation Services. The company was founded on February 18, 2017, and is headquartered in Miami, FL.

Digi Power X Inc. - Ordinary Shares (Sub voting)

Digi Power X is surging as investors pivot toward its high-stakes infrastructure deal with Cerebras Systems, which many see as an essential proxy play for the upcoming Cerebras IPO. The community is actively debating the company's long-term potential as a data center powerhouse, with many dismissing recent dilution concerns as necessary capital raises for rapid expansion.

Everspin Technologies, Inc. engages in the provision of magnetoresistive random access memory (MRAM) solutions. Its products include Toggle MRAM, Spin-transfer Torque MRAM, TMR Sensors, and Embedded MRAM. The company was founded by Saied Tehrani on May 16, 2008 and is headquartered in Chandler, AZ.

Everspin Technologies Inc

Everspin Technologies is seeing intense retail speculation and volatility as traders draw parallels between its MRAM technology and broader semiconductor sector runs. Community conversation is currently polarized, with many investors touting long-term potential for AI and edge computing applications, while others warn of potential pump-and-dump dynamics and pending legal issues.

Destiny Tech100, Inc. operates as a non-diversified, closed-end management investment company. The company was founded on November 18, 2020 and is headquartered in Austin, TX.

Destiny Tech100 Inc

DESTINY TECH 100 INC

Destiny Tech 100 is drawing significant attention as a high-conviction proxy for SpaceX and Anthropic exposure, with the community actively speculating on how upcoming IPO filings will drive a re-rating of the fund's net asset value. Investors are closely debating the premium over current NAV while tracking potential short-squeeze activity and management's strategy regarding post-IPO share retention.

Himax Technologies, Inc. is a semiconductor solution provider dedicated to display imaging processing technologies. It operates through the Driver Integrated Circuit and Non-Driver Products segments. The company's products include display drivers, timing controllers, wafer level optics, video and display technology solutions, liquid crystal over silicon silicon, complementary metal-oxide semiconductor image sensor, and power integrated circuit. Its products used in TVs, laptops, monitors, mobile phones, tablets, digital cameras, car navigation, virtual reality (VR) devices and many other consumer electronics devices. Himax Technologies was founded by Biing Seng Wu and Jordan Wu on June 12, 2001 and is headquartered in Tainan, Taiwan.

Himax Technologies - ADR

Himax Technologies, Inc.

Himax Technologies is experiencing significant market interest driven by its pivotal role in the AI infrastructure supply chain, particularly through its proprietary wafer-level optics (WLO) and partnerships in co-packaged optics (CPO) for high-performance AI chips. Community members are actively discussing the stock's growth potential in automotive display ICs and edge AI sensing while monitoring institutional accumulation and potential short squeezes as the company approaches key earnings reports and product ramp-ups.

Axe Compute, Inc. engages in the provision of graphics processing unit compute capacity for artificial intelligence and other complex computing workloads. It operates through the following segments: Compute Services and Treasury Management segment, and Drug Discovery Services segment. The Compute Services and Treasury Management segment provides services that include access to GPU compute capacity and manage the ATH Treasury Strategy. The Drug Discovery Services segment provides services that include the application of AI, creation of specific 3D culture models used in drug development. The company was founded by Lawrence W. Gadbaw, Peter L. Morawetz, and Jeffrey K. Drogue on April 23, 2002 and is headquartered in Pittsburgh, PA.

Axe Compute Inc.

Axe Compute Inc. Common Stock

Axe Compute Inc. (AGPU) is experiencing high volatility as investors weigh the potential of a major enterprise contract against concerns regarding future capital raises and dilution. The community is sharply divided between long-term bulls highlighting strong revenue pipelines and AI sector demand versus skeptics who are cautious of the company's recent rebranding and its past history.

Aventus Network

Aventus Network is capturing investor attention as community members highlight its low market capitalization, strategic enterprise partnerships, and integration with the Polkadot ecosystem. Traders are actively monitoring for increased volume and potential exchange listings, viewing the project's recent UAE DAO incorporation and cloud infrastructure expansion as key catalysts for a long-term breakout.

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United Parcel Service, Inc. is a package delivery company, which engages in the provision of global supply chain management solutions. It operates through the following segments: U.S. Domestic Package, International Package, and Supply Chain Solutions. The U.S. Domestic Package segment includes time-definite delivery of letters, documents, and packages. The International Package segment focuses on delivery and shipments in Europe, Asia, the Indian sub-continent, the Middle East, Africa, Canada, and Latin America. The Supply Chain Solutions is involved in forwarding, logistics, Coyote, Marken, and UPS Mail Innovations. The company was founded by James E. Casey and Claude Ryan on August 28, 1907 and is headquartered in Atlanta, GA.

United Parcel Service, Inc. - Ordinary Shares - Class B

Up > 1%

Flat +/- 1%

Down > 1%

Where does the $SPY finish next week vs. Friday’s close?

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	$1.65	--	--	N/A
Q1 '26	$1.01	$1.07	5.67%	BEAT
Q4 '25	$2.20	$2.38	8.15%	BEAT
Q3 '25	$1.29	$1.74	34.76%	BEAT
Q2 '25	$1.56	$1.55	-0.83%	MISSED

UPS
United Parcel Service, Inc.

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