Applied Digital closed up 6.93%, the widest gain in a 385-name priority universe, with Sea at the other end down 5.35%.
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GoPro's 10.3% jump leads the open, with Moderna close behind and the entire downside capped under 3.5%. Across the priority names, the gains are doing all the work this morning.
The downside is doing the damage at Wednesday's open: Applied Optoelectronics is off 10.13%, with Dell and SanDisk each shedding roughly 9%. The best gainer, Intuit at 5.07%, does not come close to matching it.
Constellation Energy opened 12.1% higher at $300, the biggest move across 385 priority names, with NuScale Power close behind. Storage is on the other side of the ledger: Seagate down 6.3%, SanDisk and Micron also lower.
- 1MUbullish417 comments · 1.7K upvotes
- 2SKHYbullish203 comments · 1.1K upvotes
- 3NVDAsplit308 comments · 902 upvotes
- 4SNDKbullish106 comments · 745 upvotes
- 5AMZNsplit296 comments · 1.1K upvotes
Memory is where the crowd is parked today: Micron drew 417 comments, with Sandisk and SK Hynix riding the same AI storage trade. Nvidia and Amazon are drawing arguments on both sides, Uber chatter is heating up, and Microsoft is souring fast.
Source: RedditArm's 8.5% slide was the deepest move in a 111-stock priority list at Wednesday's close, with Bruker leading the upside at 7.5%.
Bitcoin miners owned Thursday's close, led by Marathon Digital finishing 13.5% higher, with Cipher Mining and Iren both up 7% or more. Large-cap losses ran heavier than usual, with Qualcomm off 5.66% and General Motors down 4.93%.
A single $44 million bet on Micron calls expiring October 2 is the tell: someone is positioning for a violent upside move in memory and semis within two weeks.
"Someone" just bought a boatload of short data (October2) calls Intel 115 $3.8 m; Marvell 250sm $3.8 million; Sandisk 1600s $41 million, Micron $1000s $44 million. If i didn't know any better I would say Leopold is back!!!
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Thursday's close split hard along hardware versus software: GoPro added 24.1% and SanDisk, Astera Labs and SK hynix all posted double-digit or near double-digit gains, while Asana, Workday and Snowflake each shed more than 5%. Tesla and Netflix fell with them.
GoPro closed up 43% at 86 cents, a sub-dollar stock swinging harder than anything else in the 111-name priority list. Tesla and SanDisk added better than 5%, while Take-Two led the decliners at 6.5% lower.
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