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NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nikes fiscal first-quarter report and weaker full-year outlook, including expectations for continued revenue declines as its turnaround takes time, triggered a sharp selloff. Traders are split between expecting further downside amid China, demand, and execution concerns and viewing the drop as a buying opportunity based on Nikes brand strength.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs steep selloff is fueling concerns about slowing growth, weaker U.S. engagement, and competition, with traders looking to the Q3 report for evidence that growth can stabilize. Views are divided: some see Deutsche Banks upgrade and international momentum as reasons to buy the pullback, while others remain cautious after Wells Fargos downgrade and question the companys content and management.

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

Traders are focused on Applied Digitals scheduled fiscal Q1 2027 results and whether data-center delivery milestones and revenue growth are keeping pace with its contracted AI infrastructure buildout. The share-price slide has split the community between dip buyers who see long-term lease demand and skeptics concerned about delayed RFS updates, financing and dilution risks, and weak price action.

Corteva, Inc. is a global pure-play agriculture company that combines innovative technologies, high-touch customer engagement and operational execution to profitably deliver solutions for the world's most pressing agriculture challenges. It generates advantaged market preference through its unique distribution strategy, together with its balanced and globally diverse mix of seed, crop protection, and digital products and services. The company leverages recognized agricultural brands and a robust technology pipeline to maximize productivity for farmers while working with stakeholders throughout the food system to fulfill its promise of enriching the lives of those who produce and those who consume, ensuring progress for generations to come. Corteva was founded in 1802 and is headquartered in Indianapolis, IN.

Corteva Inc

Cortevas sharp decline followed completion of the Vylor seed-and-genetics spin-off, leaving CTVA as a standalone crop-protection company; traders are debating how much reflects the mechanical separation versus post-spin selling and price discovery. Some see the remaining business as oversold and undervalued, while others expect further downside as the market reassesses it.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

A burst of SpaceX launch activityincluding Crew-13 and other missionshas drawn attention, but traders say successful launches have not translated into sustained share gains. The conversation centers on shares repeatedly stalling near $150, with bulls viewing the launches as long-term validation and bears emphasizing range-bound trading and selling pressure.

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

A Wells Fargo assessment questioning the quality of AppLovins e-commerce pixel-install growth has become a focal point of the selloff, with traders concerned the new channel may be scaling more slowly than headline adoption suggests. Bulls call the decline an overreaction and point to strong core ad-tech fundamentals, while bears worry about growth durability, competition, and the companys legal disputes.

ON Semiconductor Corp. engages in the provision of intelligent power and sensing solutions with a primary focus on automotive and industrial markets. It operates through the following segments: Power Solutions Group (PSG), Analog and Mixed-Signal Group (AMG), and Intelligent Sensing Group (ISG). The PSG segment offers discrete, module, and integrated semiconductor products that perform multiple application functions, including power switching, signal conditioning, and circuit protection. The AMG segment designs and develops analog, mixed-signal, power management integrated circuits, sensor interface devices, power conversion, signal chain, and voltage regulation devices. The ISG focuses on the design and development of complementary metal oxide semiconductor image sensors, image signal processors, single photon detectors, including silicon photomultipliers, single photon avalanche diode arrays, and short-wavelength infrared products, as well as actuator drivers for autofocus and image stabilization. The company was founded on July 4, 1999 and is headquartered in Scottsdale, AZ.

ON Semiconductor Corp.

Onsemis revised Synaptics acquisitionshifting from an all-stock deal to an all-cash offer after a competing proposalhas drawn attention, with traders debating whether the change improves the deal for ON shareholders while reacting positively to the stocks strength. The revised structure is presented as less dilutive and potentially earnings-accretive, though some traders question the higher cash commitment.

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 approved SPAC combination and Nasdaq debut as an XRP-treasury company are driving XRPNs sharp move, with traders focused on its XRP exposure and the potential effect of a reduced public float. Bullish momentum and warrant chatter are countered by concerns that the stock may be trading at a steep premium to its XRP backing and could reverse after the merger excitement fades.

Hedera is a decentralized public network where developers can build secure, fair applications with near real-time consensus. The platform is owned and governed by a council of global innovators including Avery Dennison, Boeing, Deutsche Telekom, DLA Piper, FIS (WorldPay), Google, IBM, LG Electronics, Magalu, Nomura, Swirlds, Tata Communications, University College London (UCL), Wipro, and Zain Group.   The Hedera Consensus Service (HCS) acts as a trust layer for any application or permissioned network and allows for the creation of an immutable and verifiable log of messages. Application messages are submitted to the Hedera network for consensus, given a trusted timestamp, and fairly ordered. Use HCS to track assets across a supply chain, create auditable logs of events in an advertising platform, or even use it as a decentralized ordering service.

Hedera Hashgraph

HBARs sharp rally and elevated volume are being linked by traders to reported IBM enterprise AI identity integration and Hedera-linked participation in NVIDIAs agent-safety ecosystem. The reaction is split between optimism about enterprise AI adoption and skepticism that the move is mainly momentum or a short-lived, sell-the-news spike.

Accenture is a global professional services company that helps the world’s businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services, creating tangible value at speed and scale. The firm combines technology and leadership in cloud, data and AI with industry experience, functional expertise and global delivery capability. Its services include Strategy & Consulting, Technology, Operations, Industry X, and Song. It operates through the following geographical segments: North America, EMEA, and Growth Markets. The company was founded in 1989 and is headquartered in Dublin, Ireland.

Accenture plc - Ordinary Shares - Class A

Accentures fiscal fourth-quarter earnings beat and record annual bookings sparked a sharp rally, easing concerns that AI will undermine demand for its consulting services. Traders are divided between viewing bookings as evidence of resilient client demand and treating the surge as an opportunity to take profits, while some remain concerned about modest growth guidance and longer-term AI disruption.

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Micron CEO Says ‘We Cannot Fulfill The Demand’ As Supply Tightness Extends Through 2028

Microns strong quarterly results and upbeat outlook have put AI-driven memory demand and tight supply through 2028 at the center of discussion, with traders highlighting long-term customer commitments and analyst upgrades. Bulls see further upside, while others argue the good news was already priced in and point to the muted, volatile post-earnings reaction and pressure from higher yields.

Micron's Blowout Q4 Pushes Memory Peak Further Out – But Investors Still See A Cycle Risk

Despite a blowout fiscal Q4 and above-consensus Q1 guidance, the decline appears tied to a sell-the-news reaction after a steep run-up, as investors weighed a softer gross-margin outlook, elevated capital spending and memory-cycle risks; high Treasury yields added a macro headwind.

S&P 500, Nasdaq, Dow Futures Inch Higher As Investors Cheer Cooling Yields — GOOGL, MU, MAT, NVDA In Focus

Equity

10-year Treasury yields cooled off from the 2002 highs on Thursday.

Michael Burry Warns Nvidia, AI Infrastructure Expansion Mirroring 1960s Computer Leasing Bubble

Famed “The Big Short” investor Michael Burry argues that temporary hardware shortages are masking rapid GPU depreciation and creating structural risks across tech and private credit sectors.

Micron Earnings: AI-Driven Memory Cycle Remains Strong

Micron Technology (MU) delivered another monster quarter, with its latest results reinforcing just how powerful the AI-driven memory cycle has become.

Buy Micron Stock After AI Memory Demand Fuels Record Q4 Results?

Micron's Q4 results reinforce one of the strongest growth stories in the semiconductor industry, with AI-driven memory demand fueling extraordinary revenue, earnings, and cash-flow expansion.

Uptober is Here: 5 Reasons for Optimism

While market contradictions and macro headlines can spark investor anxiety, historical data and strong fundamentals suggest bulls have plenty to cheer about this fall. 

Crushing Expectations: Why Micron Remains Undervalued

Micron just delivered a record-shattering quarter highlighted by explosive earnings growth, unmatched revenue visibility, and a compelling valuation.

In an interview with CNBC, Mehrotra said some customer supply agreements now extend into 2031, giving Micron greater visibility into future demand and manufacturing needs.


MU Q4 Earnings Call Points to Tighter Supply and Higher Investment

Micron sees memory supply constraints lasting through 2028 as stronger customer commitments and higher investment support capacity expansion.


Micron Q4 Earnings Beat Estimates on Strong Pricing and AI Demand

MU's Q4 earnings surge as stronger DRAM and NAND pricing, AI demand and data center growth drive record revenues and margins.

Micron and SanDisk closed their fiscal year 2026 with record revenue and profit gains. 


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Micron Technology

$MU Q4 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $32.87 up 984.82% YoY
• Reported revenue of $54.23B up 379.27% YoY
• Microns FQ1-27 outlook calls for revenue of $61.5B  $1.5B, GAAP gross margin approximately 85.95%, and diluted earnings per share of $37.84  $1.00.

Stocktwits

Micron Technology Inc

 Q4 '26 Earnings Results & Recap

• Reported GAAP EPS of $32.87 up 984.82% YoY
• Reported revenue of $54.23B up 379.27% YoY
• Microns FQ1-27 outlook calls for revenue of $61.5B  $1.5B, GAAP gross margin approximately 85.95%, and diluted earnings per share of $37.84  $1.00.

This account has been verified as an official STOCKTWITS representative.

Stocktwits Earnings

• Reported GAAP EPS of $32.87 up 984.82% YoY
• Reported revenue of $54.23B up 379.27% YoY
• Microns FQ1-27 outlook calls for revenue of $61.5B  $1.5B, GAAP gross margin approximately 85.95%, and diluted earnings per share of $37.84  $1.00.

Microns FQ4-26 GAAP operating expenses were $3.3B versus $1.74B in FQ3-26; FY26 net capital expenditures were $27.37B, and risks could cause actual results to differ materially.

Micron says memory enhances customer-platform competitiveness as AI becomes Super Intelligence; it is sampling high-capacity DDR5, while Strategic Customer Agreements add confidence in financial-performance durability.

Micron Technology, Inc. designs and develops memory and storage solutions that support modern data‑driven and artificial intelligence (AI) infrastructures across cloud, data center, mobile, automotive, and embedded markets. The company delivers a broad portfolio of DRAM, NAND, and NOR technologies that address performance, scale, reliability, and efficiency requirements across diverse computing environments.
Micron operates through four market‑focused business units. The Cloud Memory Business Unit (CMBU) serves large hyperscale cloud customers with advanced memory solutions, including high‑bandwidth memory for data center workloads. The Core Data Center Business Unit (CDBU) provides memory and storage solutions for OEM, enterprise, and cloud data center customers. The Mobile and Client Business Unit (MCBU) supports smartphones, PCs, and other client platforms. The Automotive and Embedded Business Unit (AEBU) delivers solutions for automotive, industrial, and embedded systems. More information is available at micron.com.

Micron Technology Inc.

Extremely Bullish Sentiment

Show me the results

Memory stocks have been on an incredible run over the last year but many investors are wondering if there is still room to the upside. Are you still bullish? If so, let others know which you would still be buying right now and why.

Are you still bullish on memory stocks? 
 
If yes, drop a comment with the ticker of the memory stock you would still buy today.

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Explosive demand for memory chips and long-term strategic contracts with customers into 2031 are creating a historic AI hardware supercycle.

Traders are fiercely debating whether market makers are suppressing the price around the $1100 strike to avoid massive payouts on expiring call options.

Expectation is building for the upcoming December 9 share buyback program, which investors believe will act as a major catalyst for price appreciation.

Bulls are aggressively mocking short-sellers and analysts betting against the stock, frequently citing deep-in-the-money put losses to prove the bears wrong.

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