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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 seeing intense community debate as it reports record-shattering earnings and bullish guidance amidst a broader market sell-off and macro-economic volatility. Investors are divided between those betting on an AI-driven supercycle and others anticipating a 'sell the news' pullback, with much of the discussion focused on whether these results are already fully baked into the stock's recent parabolic run.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is generating intense community interest following positive earnings results and strategic expansion, including an MOU with Ukraine and advancements in boat production. Investors are actively debating the company's lack of formal guidance, with the bulls focusing on the massive scaling potential of the Black Widow drone and upcoming full-rate production of autonomous maritime vessels.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is facing heavy selling pressure and negative investor sentiment as it hits new all-time lows, with the community actively debating the company's lack of revenue, dilution concerns, and the political volatility surrounding Donald Trump. Discussions are dominated by intense arguments over Trump's business record, the broader economic impact of current administration policies, and high-profile allegations that continue to fuel sharp partisan divide.

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 Corp (SNDK) is currently experiencing extreme volatility and intense community debate as it maintains a parabolic trend driven by expectations of a prolonged global memory supply shortage and strong sympathy momentum with Micron (MU). While bullish traders focus on supply-demand imbalances and potential breakouts toward higher levels, a vocal cohort of bears remains focused on the stock's massive year-to-date gains and the potential for a severe "sell-the-news" rug pull surrounding upcoming earnings announcements.

Five Below, Inc. operates as a specialty value retailer. It operates through the following segments: Leisure, Fashion and Home, and Party and Snack. The Leisure segment includes items such as sporting goods, games, toys, tech, books, electronic accessories, and arts and crafts. The Fashion and Home segment consists of personal accessories, “attitude” t-shirts, beauty offerings, home goods, and storage options. The Party and Snack segment offers party and seasonal goods, greeting cards, candy, and other snacks and beverages. The company was founded by David Schlessinger and Thomas G. Vellios in January 2002 and is headquartered in Philadelphia, PA.

Five Below Inc

Five Below is experiencing significant volatility and trading activity following a quarterly earnings report that beat analyst expectations, despite ongoing concerns regarding potential tariff-related headwinds and supply chain costs. The community remains divided, with active discussions focusing on high-conviction options flow and conflicting sentiment between bullish investors betting on the company's long-term growth and bearish traders concerned about store saturation and margin compression.

iShares Trust - iShares Russell 2000 ETF

iShares Russell 2000 ETF

Market sentiment remains under intense pressure as investors navigate the dual headwinds of escalating Middle East tensions driving energy costs higher and persistent uncertainty surrounding inflation data. The community is heavily focused on critical support levels for major indices, with many traders bracing for heightened volatility as they look to upcoming economic reports and potential policy shifts to clarify the path forward.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is capturing market attention as the company kicks off its presence at the OFC conference, with investors closely watching for updates on its collaborative initiatives and potential integration into hyperscale AI infrastructure. The community is actively debating the significance of recent partnership news, with bullish sentiment focused on potential manufacturing scaling, while some voices remain cautious, emphasizing the need for concrete order announcements to sustain momentum.

DLocal Ltd. engages in the business of simplifying and redefining online payments experience. It focuses on processing payment transactions which enables merchants to get paid from customers and to make payments to customers in emerging markets. The company was founded by Andrés Bzurovski Bay and Sergio Enrique Fogel Kaplan in 2016 and is headquartered in Montevideo, Uruguay.

DLocal Limited - Ordinary Shares Class A

DLocal Limited

dLocal is seeing significant investor attention following a powerful earnings report that beat analyst expectations across revenue and EPS while showing robust TPV growth. Market sentiment remains split, as bulls lean into the company's strong fundamentals and emerging market scalability, while skeptics point to short interest and historical volatility as key risks to monitor.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is surging as geopolitical instability, particularly the shutdown of major Qatar energy facilities, forces global buyers to look for alternative LNG sources. The community is actively discussing the company's unique spot market exposure, potential for massive windfalls from the supply crunch, and the ongoing battle between bullish long-term investors and short sellers trying to capitalize on the high volatility.

Swarmer, Inc. is an AI-driven software company, which develops software platforms and AI systems for autonomous swarm control of drones and unmanned vehicles. The firm offers STYX AI Command and Control System, MINAS Autonomy and Collaboration AI, and TRIDENT Embedded Drone Operating System. The company was founded by Alex Fink and Serhii Kuprienko in May 2023 and is headquartered in Austin, TX.

Swarmer Inc.

Swarmer Inc. is experiencing extreme price volatility and significant retail interest following its IPO, as traders speculate on its defense-oriented drone software and potential future institutional contracts. The community is actively debating the company's valuation against its current financial standing, with many closely tracking resistance levels while watching for the continuation of multi-day momentum.

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$MBI alright MFer&#39;s ... hard to hide volume in low liquidity name... 👀

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MBIA Inc.

 alright MFer's ... hard to hide volume in low liquidity name... 👀

Audiocodes

Assured Guaranty Ltd

Green Dot Corp. - Ordinary Shares - Class A

Synchrony Financial

PayPal Holdings Inc

Mike McDermott

@indievestments 

divi announce tomorrow post market close?  sould be 2 years to day…

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divi announce tomorrow post market close?  sould be 2 years to day…

Telesat Corp - Ordinary Shares - Class A

AMBAC Financial Group Inc.

American Tungsten Corp.

Coffeeisforclosers

@Rseancronin who knows. AGO weak and pukey. They should offer $16 and they can create 400-500 million adj book value for themselves.

 who knows. AGO weak and pukey. They should offer $16 and they can create 400-500 million adj book value for themselves.

@Rseancronin but yeah, National has $708 million policyholder sur plus. Only $65 million required (plus a contingency reserver, whatever that means). Why not request $500 million spec div and pay it out before year end. They have way too much liquidity at the HoldCo now -- only a $45 million debt payment due Dec 15, then nothing til 2027.

 but yeah, National has $708 million policyholder sur plus. Only $65 million required (plus a contingency reserver, whatever that means). Why not request $500 million spec div and pay it out before year end. They have way too much liquidity at the HoldCo now -- only a $45 million debt payment due Dec 15, then nothing til 2027.

@Rseancronin imagine if MBI could pull $500 million out of National, they&#39;d have $880 million unencumbered cash at the holdco, call it $850 million after the as-of right dividend and backing out $45 million debt payment. I will never understand how it wouldn&#39;t make sense for AGO to acquire MBI for $800 million using trapped capital at its insurance subs/merge National into existing insurance subs/use the $850 million at HoldCo to buy back $850 million of its own stock at 1/2 adj book value and use ongoing cash to pay off remaining MBIA holdco debt in 2027/2028 and the medium term notes. Seems like huge homerun for them. 
 
These crusty old insurance guys just can&#39;t get to yes.

 imagine if MBI could pull $500 million out of National, they'd have $880 million unencumbered cash at the holdco, call it $850 million after the as-of right dividend and backing out $45 million debt payment. I will never understand how it wouldn't make sense for AGO to acquire MBI for $800 million using trapped capital at its insurance subs/merge National into existing insurance subs/use the $850 million at HoldCo to buy back $850 million of its own stock at 1/2 adj book value and use ongoing cash to pay off remaining MBIA holdco debt in 2027/2028 and the medium term notes. Seems like huge homerun for them. 
 
These crusty old insurance guys just can't get to yes.

@Rseancronin in other words, it seems to me that the economic gods dictate that AGO buys MBI vs another dividend. MBI uses possibility of special dividend as leverage to get M&amp;A deal done at good price. AGO is able to manufacture a way to pull excess capital out of its insurance subs. +$500 million adj book based on buying MBI at $800M vs $1.3 billion adj book value, then take $800 million and buy back stock at 0.5x multiple, and create another $800 million PER SHARE value for AGO shareholders.

 in other words, it seems to me that the economic gods dictate that AGO buys MBI vs another dividend. MBI uses possibility of special dividend as leverage to get M&A deal done at good price. AGO is able to manufacture a way to pull excess capital out of its insurance subs. +$500 million adj book based on buying MBI at $800M vs $1.3 billion adj book value, then take $800 million and buy back stock at 0.5x multiple, and create another $800 million PER SHARE value for AGO shareholders.

@indievestments 

either way there is a ton of value to unlock. if i am Fallon i ask them if theybwant to deal. i sont think AGO is that interested. 

then i just give 10 dollar divi. that simple. Divi is quicker and cleaner. worked great ladt time. Fuck AGO.

 

either way there is a ton of value to unlock. if i am Fallon i ask them if theybwant to deal. i sont think AGO is that interested. 

then i just give 10 dollar divi. that simple. Divi is quicker and cleaner. worked great ladt time. Fuck AGO.

@Rseancronin I think AGO is interested. Dom has said over the years that rolling up remaining monolines is part of their strategy. They just need a catalyst to make them act (i.e., a second bidder). How can anyone be disinterested from buying free money?

 I think AGO is interested. Dom has said over the years that rolling up remaining monolines is part of their strategy. They just need a catalyst to make them act (i.e., a second bidder). How can anyone be disinterested from buying free money?

@indievestments 

only thing i have seen is “we will not overpay” and “no interest until PR is settled”. why do you care how you get money? Divi is so ckean and quick. 

private equity should buy it. Bring it to a firm.

 

only thing i have seen is “we will not overpay” and “no interest until PR is settled”. why do you care how you get money? Divi is so ckean and quick. 

private equity should buy it. Bring it to a firm.

@Rseancronin Dom confidently said PR no longer an issue. AGO can pay the most. PE will undercut the shit out of this. The excess capital can be put right back into AGO stock for a double discount, plus maybe help them on way to AAA rating. 
 
Dom also has problem in that his stock is stuck at $90 and he will show zero % equity return for 2025 if it stays that way. If he does smart deal, his stock rips to 100+ and he shows positive equity returns for 2025 imo

 Dom confidently said PR no longer an issue. AGO can pay the most. PE will undercut the shit out of this. The excess capital can be put right back into AGO stock for a double discount, plus maybe help them on way to AAA rating. 
 
Dom also has problem in that his stock is stuck at $90 and he will show zero % equity return for 2025 if it stays that way. If he does smart deal, his stock rips to 100+ and he shows positive equity returns for 2025 imo

@Rseancronin the chart is saying &quot;now&quot; on multiple time frames. Would be a shame if they can&#39;t unlock value any day now.

 the chart is saying "now" on multiple time frames. Would be a shame if they can't unlock value any day now.