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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 record earnings and stronger-than-expected outlook, supported by AI-driven memory demand and expectations of tighter supply, dominate discussion. Bulls see long-term customer commitments and continued growth as reasons for optimism, while others focus on higher capital spending and a muted post-earnings reaction as signs that strong results may already be priced in.

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 shareholder vote reportedly passed, advancing its SPAC merger and planned Nasdaq listing as an XRP treasury company; the reported approval and sharp move in the shares have fueled bullish interest. Traders are watching for official vote and redemption details, the closing timeline, and warrant mechanics, while others warn the stocks volatile run could fade.

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 launch and reported strong benchmark results are driving AI-focused attention, with bulls viewing the model as a stronger competitive answer while skeptics question whether the excitement will support lasting gains. The discussion is also marked by sharp price swings and disagreement over whether the recent rally can hold.

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 slide is driving discussion, with traders citing rising Treasury yields and rate-hike concerns alongside distrust over past share offerings and insider selling. Bearish frustration contrasts with dip-buying and hopes for a rebound, including speculation that easing yields or SoFis potential role in agentic AI could help sentiment.

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 a scheduled IPO lockup share release and concerns about insider selling, alongside a report that OpenAIs latest Ultrafast tier is running on Nvidia rather than Cerebras hardware. Traders disagree over whether the selling pressure and report undermine the OpenAI story; some see a buying opportunity, while others expect further weakness.

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 United Therapeutics patent claims, raising the risk of losing the PH-ILD indication or facing broader sales restrictions; Liquidia says it will pursue appellate options. Traders are reacting to the sharp selloff with concern about the drugs availability and the companys outlook, while some argue the drop may be an overreaction and look for a rebound.

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 rebounded after the company clarified it is not pursuing a Monzo transaction, easing concerns about the cost and potential dilution of a large acquisition. Traders are split between relief over avoiding the deal and disappointment among those who saw it as a route into Europe, while some long-term holders view the pullback as a buying opportunity.

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 recent run and approach toward a key round-number level are driving discussion, with traders split between bullish momentum and concerns that its valuation has outrun fundamentals. Michael Burrys reported bearish options on PLTR and other AI names are a recurring focus, while bulls point to Palantirs growth and government and commercial AI demand.

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 for AI-driven memory demand are the dominant focus, with traders viewing its NAND commentary and tight-supply outlook as a potential tailwind for Sandisk. The reaction is divided: bulls expect a sympathy lift, while bears point to Sandisks muted, volatile trading around the report and warn that strong results may already be priced in.

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 under pressure after Wells Fargo argued that the recent rise in ad-tracking Pixel installs may overstate e-commerce adoption, with many new sites reportedly drawing little traffic. Traders are split between viewing the assessment as a bearish sign for growth and dismissing it as an unreliable analyst call, while some see the selloff as a buying opportunity.

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Bullish 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.

ZN_F 10 Year U.S. Treasury Notes