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International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is experiencing a historic sell-off following a preliminary earnings update that revealed disappointing revenue growth and a shift in customer spending patterns, which triggered widespread concern about the company's AI strategy. The community is deeply divided between long-term investors viewing the sharp decline as a massive, irrational overreaction and active traders bracing for further volatility due to the breakdown of key technical support levels.

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

Applied Digital is currently trading in a consolidation phase as investors balance high-growth infrastructure expansion with broader market volatility and macro-economic uncertainty. The community remains focused on upcoming earnings and potential hyperscaler contract announcements, with active discussion debating whether current price levels represent a significant long-term buying opportunity or a period of necessary technical re-basing.

SK hynix, Inc. engages in the manufacture and sale of semiconductor products. Its products include dynamic random access memory, flash memory, complementary metal oxide semiconductor image sensor, and others. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is currently a major focus for investors as it grapples with intense volatility following its US ADR debut, with the community actively debating whether the stock is undervalued given its dominant HBM market share or if it is overextended due to extreme speculation and arbitrage concerns. Traders are split between bullish sentiment fueled by massive AI-driven memory demand and bearish reactions to sharp sell-offs originating from its Korean listing.

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands.

ASML Holding NV - New York Shares

ASML Holding NV

ASML is seeing significant bullish momentum driven by the convergence of massive long-term AI-driven capex cycles and management's increasingly optimistic commentary regarding sustained supply constraints. Community sentiment remains highly optimistic, as analysts continue to hike price targets amid the realization that the company's EUV lithography monopoly serves as the ultimate bottleneck for the entire global semiconductor ecosystem.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is trending following a strong quarterly earnings report that underscored sustained cybersecurity demand, though the stock faced volatility as investors weighed its premium valuation against high growth expectations. The market continues to focus on the company's leading role in AI-driven threat intelligence and the upcoming 4-for-1 stock split, which remains a key point of discussion among retail and institutional investors.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is currently trending as a highly polarized AI infrastructure play, with retail bulls fueled by an earnings beat and strong forward guidance, while bears point to high valuation multiples and speculative, low-revenue growth. Community sentiment is deeply divided between those betting on the company's critical role in semiconductor burn-in and optical testing, and skeptics wary of potential share dilution and what they view as a disconnect between market cap and actual financial performance.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is currently trending as investors weigh a major deal with Reflection AI against sector-wide pressure triggered by a regional data center construction moratorium. The community is actively debating the company's long-term execution capabilities and institutional accumulation patterns amid significant short interest.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is facing intense selling pressure as investors grapple with concerns over the company's high debt levels and aggressive capital expenditures, leading to a disconnect between its robust cloud backlog and its recent price action. While the community is deeply divided between those calling for a turnaround based on long-term AI infrastructure potential and those warning of a structural breakdown, active traders continue to debate whether the stock is finding a bottom or remains a value trap.

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 trending as investors monitor significant institutional accumulation and potential technical support levels, with the community actively debating whether current price action represents a bottoming process ahead of anticipated product shipments. Discussions remain focused on the company's strong cash position and its critical role in AI infrastructure, as market participants weigh potential commercial catalysts against ongoing sector-wide volatility.

RTX Corp. is an aerospace and defense company, which engages in the provision of aerospace and defense systems and services for commercial, military, and government customers. It operates through the following segments: Collins Aerospace Systems (Collins), Pratt and Whitney, Raytheon Intelligence and Space (RIS), and Raytheon Missiles and Defense (RMD). The Collins segment manufactures and sells aero structures, avionics, interiors, mechanical systems, mission systems, and power controls. The Pratt and Whitney segment includes the design and manufacture of aircraft engines and auxiliary power systems for commercial, military, and business aircraft. The RIS segment is involved in the development of sensors, training, and cyber and software solutions. The RMD segment offers end-to-end solutions to detect, track, and engage threats. The company was founded in 1922 and is headquartered in Arlington, VA.

RTX Corp

Raytheon Technologies Corporation

Raytheon Technologies is currently trending as investors focus on massive government efforts to restock depleted missile and air defense inventories following recent geopolitical escalations. The community is actively debating the stock's long-term defense supercycle potential, with significant attention on major contract awards and the increasing demand for advanced missile systems like the Patriot and AMRAAM.

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Should You Invest in the iShares U.S. Basic Materials ETF (IYM)?

Aluminum Prices Surge Toward 4-Year High — ING Warns Of Upside Supply Risks, Says Europe is ‘Particularly Exposed’

Equity

The escalating conflict between the U.S., Israel, and Iran has disrupted the aluminum supply chain, which was already facing a deficit due to smelter shutdowns and lower Chinese production.

Washington Just Handed Steelmakers a Huge Win: ETFs to Gain

Trump's move easing EPA rules boosts the steel supply chain, setting ETFs like XME up for firmer pricing power and steadier volumes.   

Peter Navarro Rules Out Steel, Aluminum Tariff Exemptions For EU And Other Allies

Navarro also praised the administration’s 15% tariff on cars, describing it as a cornerstone of Trump’s trade strategy with Europe. 

BofA’s Hartnett: Bubble risk looms if stocks dismiss inflation, rising yields

Investing.com -- Bond and crypto assets led investor allocations in the latest week, while cash saw its steepest withdrawal since April, according to Bank of America (BofA).

Upcoming set of earnings seen as the key source of uncertainty: Goldman Sachs

Investing.com -- The upcoming earnings season is the “key source of uncertainty” for the S&P 500 outlook, Goldman Sachs’ top strategist David Kostin said, as investors assess the impact of tariffs on corporate profit margins.

Microsoft Stock Hits New High: Analysts Say $4 Trillion Valuation May Be Within Reach As AI Upside Still Underappreciated

Judson Althoff quantified Microsoft’s AI savings as exceeding $500 million in its call centers in 2024, with the technology’s usage helping to improve both employee and customer satisfaction.


Microsoft Reportedly Nearing Copilot Mega-Deal With Major Customer — But Retail Traders Not Fully Sold

The company was reportedly toying with the idea of either adopting its traditional approach of per-seat software licenses that would fetch a certain amount per month or instituting consumption-based pricing.

iShares Trust - iShares U.S. Basic Materials ETF

Neutral Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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