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53% of the memory price index represents AI servers, PC memory is only 7% Server Dram: 41% HBM: 12% Mobile Dram: 26% Specialty Dram: 13% PC Dram: 7%

Phone storage has jumped from $31 to $154 in a year, and it still is expected to climb 6% next Q 512GB UFS sat near $0.06/GB through 2025, yet now it has climbed near $0.30/GB $SKHY $SNDK $MU

Memory prices are up 11x from their low, yet memory stocks just fell almost 20% in a single day Spot DDR4 momentum has cooled in August after June’s 9% spike yet DDR5 contracts kept climbing to $275 The shortage moved from spot to contract $MU $SKHY $SNDK

How it feels buying a few shares during a market pullback

Tempus AI $TEM is building a longitudinal oncology data platform spanning the full patient journey. Its diagnostics portfolio connects hereditary risk testing, DNA/RNA tumor profiling, therapy selection & minimal residual disease (MRD) monitoring through xG, xT, xR & xM NeXT.

Nvidia $NVDA & Anthropic are advancing secure agentic AI through Claude Managed Agents & Nvidia's Open Agent Safety Platform. The architecture combines Claude orchestration with Nvidia OpenShell, isolating agent execution inside controlled sandboxes with policy enforcement.

Monster $MNST just reported earnings Revenue: $2.56B Vs 2.49B EST EPS: $0.30 Vs $0.30 EST

Opendoor $OPEN just reported earnings Revenue: $1.02B Vs $1.05B EST EPS: -$0.23 Vs -$0.17 EST

$AXON just reported earnings Revenue: $908.55M Vs $934.33M EST EPS: $1.72 Vs $1.89EST

$SMR just reported earnings Revenue: $281K Vs $4.03M EST EPS: -$0.11 Vs -$0.12 EST

Draftkings $DKNG just reported earnings Revenue: $1.32B Vs $1.39B EST EPS: -$0.53 Vs -$0.25 EST

Transmedics $TMDX just reported earnings Revenue: $203.00M Vs $177.11M EST EPS: $0.46 Vs $0.29EST

Affirm $AFRM just reported earnings Revenue: $1.26B Vs $1.21B EST EPS: $0.47 Vs $0.38 EST

Lyft $LYFT just reported earnings Revenue: $1.82B Vs $1.91B EST EPS: -$0.03 Vs $0.20 EST

$AAOI just reported earnings Revenue: $269.87M Vs $268.11M EST EPS: $0.17 Vs $0.14 EST

Monster Energy $MNST reports earnings today after close The implied move is: 6.74% The expectations are: Revenue: $2.49B EPS: $0.30 Expect numbers at 4:10PM EST Here’s the Historical Earnings Data👇

$IONQ reports earnings today after close The implied move is: 9.08% The expectations are: Revenue: $142.02M EPS: -$0.79 Expect numbers at 4:05PM EST Here’s the Historical Earnings Data👇

Iren $IREN reports earnings today after close The implied move is: 14.75% The expectations are: Revenue: $221.36M EPS: -$0.63 Expect numbers at 4:09PM EST Here’s the Historical Earnings Data👇

$SOUN reports earnings today after close The implied move is: 10.72% The expectations are: Revenue: $62.35M EPS: -$0.06 Expect numbers at 4:04PM EST Here’s the Historical Earnings Data👇