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DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings sharp selloff follows a Q3 earnings miss and a steeply reduced full-year outlook, with traders focused on heavy spending to expand its Predictions business and weaker-than-expected profitability. Many see the investment and competition from Kalshi and Polymarket as costly risks, while some argue the core sportsbook remains strong and are buying the dip.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

Fireflys multi-year agreement to supply and license rocket engines for AST SpaceMobiles planned heavy-lift rocket is driving attention, with traders viewing it as a major contract and validation of Fireflys technology. The reaction is largely bullish, though some question execution timelines and the deals cash-and-share structure.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbases steep post-earnings decline and fresh lows dominate, with traders questioning the strength of its underlying business amid weaker crypto trading activity. Bitcoins slump and fears over the Binance hack add pressure, while some traders argue Coinbase could benefit if customers move assets from Binance.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Attention centers on the pending FDA decision on Capricors deramiocel for Duchenne muscular dystrophy, with bullish traders citing HOPE-3 upper-limb results and a letter from trial investigators urging approval. Others warn approval is uncertain given regulatory and data concerns; short-squeeze and options activity add to the speculation around the decision.

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 stronger-than-expected quarterly results, upbeat outlook and expanded share-repurchase authorization have driven a sharp rebound after a prolonged selloff. Bulls point to improving performance from its AI-powered advertising model, while skeptics warn the rally may be overextended and question whether growth can be sustained.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

CELHs quarterly results beat expectations, driving a rebound as traders highlighted Alani Nus growth and international expansion. The reaction is tempered by concerns over declining revenue for the core Celsius brand and compressed gross margins.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

A broad memory and AI-infrastructure selloff is driving attention to WDC, with traders linking the weakness to concerns that political resistance could slow data-center construction and storage demand. Bulls call the drop excessive and point to strong company fundamentals, while others worry that AI spending or the storage cycle may be peaking.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

Axon shares sold off sharply after a quarterly earnings miss and a reduced full-year outlook, with federal procurement delays cited as a headwind. Traders are split between viewing the drop as an oversold buying opportunity and seeing it as a justified repricing given valuation and concerns about profitability and margins.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulfs Q3 results and Googles credit backstop for financing tied to its Anthropic-linked Kentucky data-center lease are driving discussion, with traders also highlighting a Fluor construction agreement. Bulls see the developments as reducing financing risk and supporting growth, while bears argue that debt, buildout execution and sector or political headwinds outweigh the positive news.

The Charles Schwab Corp. is a savings and loan holding company, which engages in the provision of wealth management, securities brokerage, banking, asset management, custody, and financial advisory services. It operates through the Investor Services and Advisor Services segments. The Investor Services segment includes retail brokerage, investment advisory, and banking and trust services to individual investors, retirement plan and business services, as well as other corporate brokerage services, to businesses and employees. The Advisor Services segment provides custodial, trading, banking and trust, and support services to independent registered investment advisors, independent retirement advisors, and recordkeepers. The company was founded by Charles Robert Schwab in 1986 and is headquartered in Westlake, TX.

Charles Schwab Corp.

Repeated Schwab and thinkorswim outages, login failures, and order-processing problems are driving attention, with traders complaining about missed trades and unreliable quotes. Some say access has returned, but frustration is prompting calls to move accounts to other brokers.

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Seagates strong quarterly results and raised outlook have been followed by a selloff, prompting debate over whether investors are taking profits after a rally or questioning how long its growth and margins can hold. Bulls point to AI-driven storage demand and long-term customer commitments, while skeptics cite elevated expectations, moderating margin growth, and the sectors cyclicality.

A Sharp Pullback in Chip Stocks Meets Fresh Records in Four of Five Recent Earnings Reports

A Sharp Pullback in Chip Stocks Meets Fresh Records in Four of Five Recent Earnings Reports A Sharp Pullback in Chip Stocks Meets Fresh Records in Four of Five Recent Earnings ReportsPR NewswireNEW YORK, Nov. 5, 2026 NEW YORK, Nov. 5, 2026 /PRNewswire/ -- Market Updates News Commentary...

Western Digital's Gross Margin Momentum: How Long Can It Last?

WDC's gross margin expansion gains momentum on stronger pricing, higher-capacity HDD demand and operational efficiencies, with more growth ahead.


NetApp Up 62% in the Past Year: Should Investors Buy the Stock?

NTAP's shares have surged 62.2% in a year, fueled by AI, flash storage and cloud demand. Can strong earnings and an upbeat outlook offset margin pressures?

Western Digital's Q1 Beat and Q2 Outlook Signal More Margin Upside

Western Digital's strong pricing, higher-capacity drives and AI storage demand fuel margin growth, but valuation and technology execution risks remain in focus.

Is WDC a Buy as Earnings Surge but Valuation and Execution Risks Rise?

Western Digital's surging earnings, expanding margins and strong cash flow bolster its growth case, but premium valuation and HAMR execution risks warrant caution.

Western Digital Falls 15.5% in One Month. Is the Dip a Buying Chance?

Western Digital's stock pullback contrasts with surging earnings and cloud demand, but premium valuation and execution risks raise questions about buying the dip.

Seagate Revenue Soars 61% in Q1: Can This Momentum Continue?

STX's fiscal 2027 starts strong with surging revenues, record cash flow and rising HAMR adoption, fueled by AI demand and favorable pricing trends.

Seagate's $1.2 Billion Debt Paydown: What Comes Next for Investors?

STX's $1.2 billion debt paydown, surging free cash flow and higher dividend signal a shift toward shareholder returns, even as shares face valuation pressures.

SIMO Earnings Surge as Enterprise and AI Storage Drive New Momentum

Silicon Motion's Q3 earnings surge 335% as enterprise, automotive and AI storage demand accelerates, with strong guidance signaling further growth ahead.


SIMO Stock Falls 33.5% in a Month as Growth Meets Execution Risks

Silicon Motion shares have plunged 33.5% despite record revenues and enterprise growth. Can expanding AI storage opportunities outweigh execution risks?

• Reported GAAP EPS of $7.68 up 194.25% YoY
• Reported revenue of $4.23B up 61.01% YoY
• Seagate guided for fiscal second quarter 2027 revenue of $4.8B, plus or minus $100M, and non-GAAP diluted EPS of $9.20, plus or minus $0.20.

Seagate cited tariff and trade-policy uncertainty, unreconciled fiscal second quarter non-GAAP EPS guidance because material items cannot be reasonably predicted, and a $44M debt-transaction loss versus $6M.

Seagate reported higher revenue and diluted EPS versus FQ1 2026, cited multi-year demand visibility and its HAMR roadmap for growing exabyte demand, and generated $1.5B free cash flow.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

SNDK Tumbles Amid Tech Selloff Despite Upbeat Q1 Report; Retail Turns Bullish 

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>Western Digital, Seagate, Micron, and SK Hynix shares dropped in overnight trading late Thursday.</li><li>The move in SNDK suggests investors were locking in profits after its sharp rally over the past year.</li><li>SanDisk’s Q1 results and Q1 guidance were above market expectations.</li></ul>SanDisk (SNDK) stock tumbled over 4% in overnight trading late Thursday despite upbeat quarterly results and forecast, amid a broader selloff in chip and AI infrastructure stocks following mixed reports by Intel (INTC) and Amazon (AMZN).SanDisk’s peers Western Digital (WDC) and Seagate Technology (STX) fell about 6% each, while Micron (MU) declined over 4%.&nbsp;The weakness spilled over to the South Korean chip stocks. SK Hynix fell more than 8% in Seoul on Friday, and Samsung Electronics plunged 6%, dragging the Kospi down 5.3%. In the U.S., the<a href="https://stocktwits.com/symbol/DRAM"> Roundhill Memory ETF (DRAM)</a> fell more than 5%.The reaction to SanDisk’s report mirrors the drop after upbeat reports from Western Digital and Seagate recently, another sign investors were locking in profits after their sharp rally over the past year. As of the last close,&nbsp;<a href="https://stocktwits.com/symbol/SNDK">SNDK stock</a> gained a whopping 460%.&nbsp;<h2 class="st-heading-2">SanDisk’s Q1 Performance</h2>SanDisk’s fiscal first-quarter revenue soared 380% to $11.03 billion, beating analysts’ expectations of $10.72 billion from FactSet. Adjusted profit also came in higher than expected at $49.51, up from $46.67.The company raised Q2 revenue guidance from $12.2 billion to $12.6 billion and adjusted earnings from $55 to $57 per share. Analysts had projected $12.31 billion in revenue and adjusted earnings of $53.60 a share.The company announced an&nbsp; 8-for-1 stock split, effective Nov. 19.&nbsp;"We have started fiscal year 2027 with another quarter of strong performance, with robust and growing demand for our products driving outpaced growth in our data center business," CEO David Goeckeler said in a press release.<h2 class="st-heading-2">Retail View On SNDK</h2>On Stocktwits, the retail sentiment for SNDK shifted to ‘extremely bullish’ from ‘bullish,’ amid ‘high’ message volume.“$SNDK… Awesome earnings, buyback, share split. WT* more do you want! We should be above $1,600 now!”&nbsp;<a href="https://stocktwits.com/CNGLLC/message/667707309">remarked</a> a trader, while another&nbsp;<a href="https://stocktwits.com/meeepah/message/667718702">said</a>, “$SOXX this is so stupid. Let’s ignore $SNDK&nbsp; beat and $AMZN&nbsp; decision to increase capex and focus on shitty Intel PC sales.”Another&nbsp;<a href="https://stocktwits.com/Muktar65/message/667713655">wrote</a>: “$SNDK please be careful do not stay short tonight or you are going to lose everything tomorrow… you never see a stock announce stock split 8 for 1 and report a blow out numbers and raised guidance by a mile and the stock goes down esp… I am looking for 1650 close,”As of the last close, SanDisk shares had gained 460% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hpq-dell-stocks-plunge-after-intel-flags-prolonged-pc-market-weakness/cZUhfUbR9RS">HPQ, DELL Stocks Plunge After Intel Flags Prolonged PC Market Weakness</a>&nbsp;

SanDisk adapter and microSD card are seen in this illustration photo taken in Krakow, Poland on January 30, 2023.

Mixed reports from Intel and Amazon sent AI Infrastructure stocks into a tailspin Thursday.

SNDK Tumbles Amid Tech Selloff Despite Upbeat Q1 Report; Retail Turns Bullish

Mixed reports from Intel and Amazon sent AI Infrastructure stocks into a tailspin Thursday.


Roundhill ETF Trust - Roundhill Memory ETF

Micron Technology Inc

Sandisk Corp

$SNDK

$STX

$SKHY

Memory stocks have been one of the market's most volatile trades this year and are down sharply in recent weeks. Which are you most interested in buying or adding to on this pullback? Vote and explain your reasoning in the comments.

Which memory stock are you most tempted to buy on the pullback: $MU, $SNDK, $STX, or $SKHY? 
 
Drop a comment if you prefer $DRAM or another memory play.

Stocktwits

SK Hynix Inc - ADR

Which memory stock are you most tempted to buy on the pullback: 

Stocktwits Polls

Investors are debating whether current AI storage demand is a permanent cycle or a temporary pull-forward bubble.

Traders are eyeing record-low forward P/E ratios and strong fundamental growth as a massive buying opportunity.

Frustrated retail investors are calling out algorithmic manipulation and capitulation-level selling in the hardware sector.

Disappointment is growing as memory and storage stocks decouple from the broader market's green-day gains.

Traders are speculating how political outcomes and data center policy will dictate the next phase of the AI trade.

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