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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 sharp, volatile pullback has focused attention on securities class-action allegations that it overstated progress on generative-AI ad tools, alongside concerns about slowing growth after its Q2 results. Traders disagree on the significance of the lawsuitssome dismiss them as opportunisticwhile bullish commenters point to Citis report of accelerating e-commerce client growth as a counterpoint.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQs demonstration of a real-time quantum error-correction decoder running on a standard CPU is driving attention, with bullish traders viewing it as progress toward fault-tolerant systems and skeptics noting the benchmarks were simulations rather than a deployed quantum machine. Debate over the breakthroughs significance and the stocks valuation accompanies talk of sharp moves and fading gains.

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

IBRXs sharp rally is drawing speculation around founder Patrick Soon-Shiongs meeting with Turkeys president and a possible blockchain-based tokenization of the stock; neither is confirmed as a new commercial or regulatory development. Much of the bullish discussion centers on a potential short squeeze, while some traders caution that the move lacks a confirmed company announcement.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

SPY is drawing attention for choppy trading near recent highs, with traders split between expecting a breakout and warning of a pullback after the rally. Discussion centers on hawkish Fed and inflation concerns, alongside oil and Iran headlines that could add volatility.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AI-chip demand optimism, amplified by Metas Muse agent and expectations for greater inference and CPU compute, is fueling AMDs run to record highs and a trillion-dollar valuation. Bulls point to AMDs expanding AI role and strong momentum, while skeptics call the rally overextended and debate valuation, potential dilution, and profit-taking.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQs sharp tech-led rally to record highs is the main focus, with traders pointing to AI and semiconductor strength as well as optimism around U.S.-Iran talks and easing oil prices. Bullish traders are buying dips and riding momentum, while others see the move as stretched and warn of a pullback amid weak market breadth and rate concerns.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Reports that Supermicro began shipping NVIDIA Vera Rubin rack-scale systems to SpaceX are reinforcing the communitys focus on AI-server demand and major customer partnerships. Bulls view the shipment as support for a breakout and possible short squeeze, while skeptics point to repeated resistance, margin concerns, and the stocks uneven track record.

Royal Caribbean Group is a cruise company, which engages in the ownership and operation of the following global cruise brands: Royal Caribbean International, Celebrity Cruises, and Silversea Cruises. The firm also holds interest in TUI Cruises GmbH, which operates the German brands TUI Cruises and Hapag-Lloyd Cruises. The company was founded by Arne Wilhelmsen in 1968 and is headquartered in Miami, FL.

Royal Caribbean Group

Reports that Royal Caribbean is nearing a deal to acquire a controlling stake in Sandals Resorts have driven attention as shares sold off. Traders debate whether the resort purchase would diversify vacation offerings and create cross-selling opportunities or add debt, dilution risk, and execution challenges; the reported deal remains unfinalized.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

General Mills, Inc. engages in the manufacture of food. Its portfolio of brands includes household names like Cheerios, Nature Valley, Blue Buffalo, Häagen-Dazs, Old El Paso, Pillsbury, Betty Crocker, Totino’s, Annie’s, Wanchai Ferry and more. It operates through the following segments: North America Retail, International, North America Pet, and North America Foodservice. The North America Retail segment includes grocery stores, mass merchandisers, membership stores, natural food chains, drug, dollar and discount chains, convenience stores, and e-commerce grocery providers. The International segment refers to the retail and foodservice businesses outside of the US and Canada. The North America Pet segment includes pet food products sold in national pet superstore chains, e-commerce retailers, grocery stores, regional pet store chains, mass merchandisers, and veterinary clinics and hospitals. The North America Foodservice segment offers ready-to-eat cereals, snacks, refrigerated yogurt, frozen meals, unbaked and fully baked frozen dough products, baking mixes, and bakery flour. The company was founded by Cadwallader C. Washburn on June 20, 1928 and is headquartered in Minneapolis, MN.

General Mills, Inc.

General Mills quarterly results are driving attention: earnings topped expectations and management reaffirmed its outlook, while sales declined and margin pressure remained a concern. Traders are split between seeing low expectations and cost-cutting as reasons for optimism and focusing on weak operating trends and the risk of continued pressure.

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$LC $HAPN 

resting limit buy order at 18 filled too. wow. 🤔 

bond market is signaling higher long term rates.

concurrently, the consumer is weaker. look at retail spending. 

traditional finance finds itself in a pickle.

Goku

kerem_oner

$LC resting limit buy order filled. have another order at lower and ultimately at 16.50 to 17 range.

Q1 metrics: 
a) posted 342% jump in net income, and b) 31% surge in loan originations.

rest easy, comrades. there may still be a rate cut in the cards in ‘26. and if not, then we chill n wait till ‘27

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LendingClub Corp

souzan

Happen Inc.

 

resting limit buy order at 18 filled too. wow. 🤔 

bond market is signaling higher long term rates.

concurrently, the consumer is weaker. look at retail spending. 

traditional finance finds itself in a pickle.

@theDurga i missed my order. My limit order was at 17.75

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 i missed my order. My limit order was at 17.75

@kerem_oner  i’m pretty sure you’ll get it. maybe set aside a little for lower too. lots of chatter about rate hikes. who knows what happens as it relates to the rates, but the chatter is what counts. gl

  i’m pretty sure you’ll get it. maybe set aside a little for lower too. lots of chatter about rate hikes. who knows what happens as it relates to the rates, but the chatter is what counts. gl

@theDurga thanks. You too. I will buy some at 17.75 and if it drops more buy more in the 17 range. CPI came down unexpectedly and oil is back up. Those on top of less than stellar year so far for job creation. They cannot raise rates if you ask my opinion.

 thanks. You too. I will buy some at 17.75 and if it drops more buy more in the 17 range. CPI came down unexpectedly and oil is back up. Those on top of less than stellar year so far for job creation. They cannot raise rates if you ask my opinion.

@kerem_oner 
i’m right there with you, brother. furus be damned.

 
i’m right there with you, brother. furus be damned.