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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 investors react to rising memory prices and potential supply shortages in the AI-driven data center market, with some analysts predicting significant earnings growth. Community members are actively debating whether the stock is overbought, while others highlight positive analyst upgrades and the potential for further gains. The discussion also includes comparisons to sector peers and the broader implications for the semiconductor industry.

TSS, Inc. engages in the provision of comprehensive services for the planning, design, development and maintenance of mission-critical facilities and information infrastructure as well as integration services. It operates through the Facilities and Systems Integration Services business segments. The Facilities segment consists of the design, project management, and maintenance of data center and mission-critical business operations. The Systems Integration segment integrates information technology equipment for original equipment manufacturer vendors and customers to be used inside data center environments, including modular data centers. The company was founded by Gerard J. Gallagher on December 20, 2004 and is headquartered in Round Rock, TX.

TSS Inc

TSSI is trending downwards following an earnings report that revealed a significant revenue drop, sparking concerns about the company's growth trajectory and reliance on a major vendor. Community discussions revolve around the extent of the underperformance, potential manipulation, and whether the long-term growth story is still intact. Despite the negative sentiment, some investors believe the sell-off is an overreaction and see a buying opportunity, pointing to the company's new facility and potential for a rebound.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

APLD is trending as investors discuss the recent pullback and potential bottom, with community members debating dip-buying strategies. Sentiment is mixed, with some expressing concern over debt and market conditions, while others maintain long-term bullish conviction due to signed contracts and potential revenue growth. Discussion includes potential for a short squeeze and analysts weighing in.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla's stock is trending amidst a debate on whether recent price drops represent a buying opportunity or a continued downturn, with community members closely watching key price levels like $400 and discussing the potential impact of Elon Musk's actions and broader market conditions. The discussions include perspectives from both bulls anticipating a rebound and bears forecasting further declines, highlighting uncertainty around Tesla's valuation and near-term direction. Some traders are expressing concerns over margin calls and the stock's ability to hold key support levels.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is trending following news of its acquisition of Lanteris Space Systems, a deal that expands the company's capabilities beyond lunar missions. The community is discussing the implications of this acquisition, viewing it as a strategic move that positions LUNR as a major player in the broader space economy and opens doors to lucrative government and defense contracts.

Cidara Therapeutics, Inc. engages in developing targeted immunotherapies designed to save lives and improve the standard of care for patients facing serious diseases. Its platform, Cloudbreak, enables development of novel drug-Fc conjugates (DFCs) that inhibit specific disease targets while simultaneously engaging the immune system. The company was founded by Kevin M. Forrest, Kevin J. Judice, and H. Shaw Warren in December 2012 and is headquartered in San Diego, CA.

Cidara Therapeutics Inc

Cidara Therapeutics (CDTX) is trending after Merck's acquisition offer, driving the stock price up significantly. The community discusses the details of the deal, potential bidding wars from other companies, and what this means for current shareholders. Some investors highlight the long-term potential of the company's technology and positive impacts on the biotech sector.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD.com is trending as investors debate its valuation relative to peers and its growth strategy, especially regarding new ventures like food delivery. Community sentiment is mixed, with some expressing frustration over the stock's performance despite solid revenue and active user growth, while others see it as an undervalued gem in the Chinese tech sector poised for a potential rebound. Discussions also include speculation around upcoming earnings and potential catalysts like AI integration or share buybacks.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media ($DJT) is trending amid discussions around the potential release of Epstein files and their possible implications for the company and its namesake. The community is actively debating the political motivations behind the push for transparency and the potential impact on the stock's performance. Broader concerns about the company's financial performance and future prospects are also circulating.

Canadian Solar, Inc. engages in the manufacture of solar photovoltaic modules, provision of solar energy and battery storage solutions, and development of utility-scale solar and battery storage products. It operates through the CSI Solar and Global Energy segments. The CSI Solar segment designs, develops, and manufactures solar ingots, wafers, cells, modules, and other solar power and battery storage products. The Global Energy segment includes solar and battery storage project development and sale, asset management services for operational projects, sale of electricity, and investment in retained assets. The company was founded by Shawn Qu in October 2001 and is headquartered in Kitchener, Canada.

Canadian Solar Inc

Canadian Solar ($CSIQ) is trending due to strong Q3 earnings, expansion into U.S. manufacturing and energy storage, and its increasing role in powering AI data centers. Investors are also eyeing potential short squeeze conditions amid falling borrow rates, driving increased market chatter. Community discussions highlight its attractiveness relative to book value, while also considering both positive and negative impacts from Q4 guidance.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategy is trending downwards as Bitcoin's price declines, sparking concerns about the company's leveraged position and potential margin calls. Community members are debating whether CEO Michael Saylor will need to sell BTC holdings, and if the stock will recover, or head towards bankruptcy. Overall sentiment appears very negative as the price approaches NAV.

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Alkermes shares fell after releasing top-line results from its Phase 2 Vibrance-2 trial of alixorexton in type 2 narcolepsy patients, despite reporting positive efficacy data. 
The Dublin-based biopharma said alixorexton met both primary endpoints, showing statistically significant improvements in wakefulness and excessive daytime sleepiness versus placebo. The once-daily oral orexin-2 receptor agonist produced clinically meaningful benefits across all tested doses, with 14 mg and 18 mg reaching statistical significance in the Maintenance of Wakefulness Test, and only 18 mg achieving it in the Epworth Sleepiness Scale. 
Investors appeared uneasy following the announcement, likely due to comments made during the analyst call. About 95% of patients completed the eight-week double-blind phase and entered the ongoing open-label extension. 
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Alkermes plc

Alkermes shares fell after releasing top-line results from its Phase 2 Vibrance-2 trial of alixorexton in type 2 narcolepsy patients, despite reporting positive efficacy data. 
The Dublin-based biopharma said alixorexton met both primary endpoints, showing statistically significant improvements in wakefulness and excessive daytime sleepiness versus placebo. The once-daily oral orexin-2 receptor agonist produced clinically meaningful benefits across all tested doses, with 14 mg and 18 mg reaching statistical significance in the Maintenance of Wakefulness Test, and only 18 mg achieving it in the Epworth Sleepiness Scale. 
Investors appeared uneasy following the announcement, likely due to comments made during the analyst call. About 95% of patients completed the eight-week double-blind phase and entered the ongoing open-label extension. 
