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Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is facing intense volatility as the memory sector absorbs headwinds from a major semiconductor market crash in South Korea and growing concerns over Chinese chip competition. Investors are actively debating whether the sharp pullback represents a long-term opportunity to buy into strong underlying AI storage demand or if the hype cycle has fundamentally shifted.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Corning, Inc. is facing a significant sell-off as investors aggressively revalue the stock following a rapid run-up fueled by AI infrastructure hype. While long-term bullish sentiment remains due to its critical role in data center fiber optics, the community is actively debating whether this decline represents an oversold buying opportunity or a deeper correction for momentum-chasing shareholders.

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 trending as investors react to a triple-digit revenue surge and the securing of significant long-term hyperscaler contracts, even as the stock faces volatility amidst broader market weakness. Community discussion is heavily focused on the company's aggressive infrastructure buildout, the potential for future margin expansion, and the long-term viability of their AI data center execution.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is generating significant buzz as investors weigh a strong backlog and consistent delivery momentum against ongoing concerns about production costs and debt levels. Community sentiment is deeply polarized, with many traders optimistic about a potential recovery play driven by upcoming earnings, while others remain wary of the stock's historical volatility and persistent execution hurdles.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is currently the center of intense market focus following the rejection of a multibillion-dollar takeover bid from Stripe and Advent, leaving investors split between those betting on a higher buyout offer and those frustrated by the lack of management communication. While the community debates the stock's long-term value amid aggressive share buybacks, the stock remains highly volatile as traders look toward upcoming earnings for clarity on the company's strategic turnaround and potential acquisition premiums.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimune is trending due to reports of a collaborative path forward for resubmitting its BLA for RP1 in advanced melanoma, sparking intense debate among investors regarding regulatory shifts and potential approval. The community remains deeply divided, with some betting on a successful turnaround following the resubmission news while others express significant skepticism based on prior regulatory rejections and concerns over company financials.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is currently trending amidst significant volatility in the semiconductor sector, with the community actively debating whether the company's recent earnings growth and AI infrastructure positioning provide a durable foundation or if it remains vulnerable to broader market sell-offs. Investors are intensely focused on the tension between strong fundamental data and heavy downward pressure driven by algorithmic shorting, with many looking for signs of a technical floor while others remain skeptical of the stock's valuation.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celestica is currently in the spotlight following an impressive earnings report that exceeded top and bottom-line expectations and included a raised revenue outlook for the coming years, signaling robust demand for AI infrastructure. While the stock has faced intense volatility due to broader semiconductor sell-offs and shifting sentiment regarding AI capital expenditure, the community is actively debating whether to treat the recent price dips as irrational market noise or a strategic buying opportunity for a long-term infrastructure winner.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is trending as a sharp sell-off in South Korean semiconductor stocks, driven by broader volatility in the KOSPI index and fears over China's domestic chip advancement, weighs heavily on investor sentiment. The community is deeply divided between long-term investors pointing to strong AI-driven memory demand and fundamentals, and traders increasingly concerned about cyclical corrections and potential over-leveraged positions unraveling.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is facing selling pressure as market participants weigh reports of a massive potential financing backstop for data center infrastructure alongside concerns about increased semiconductor competition from China. While some investors remain focused on the long-term AI capex story and firm fundamentals, community sentiment is divided, with many debating whether this volatility represents a healthy rotation or a fundamental shift in the AI hardware investment thesis.

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The fundamentals in chips look super good, especially the memory segment but weird sequence of events have pressured the sector:

1) The threat of Korean government’s pension rebalance plan to reduce the domestic holdings to by tens of billions triggered the initial selloff in memory stocks which spilled to other chips.  

2) As selling continued, culturally high risk tolerant Korean retail traders that tend to bet all-in with their money and with max margins on  Samsung and $SKHY leverages were forced to liquidate. This triggered more selling, which triggered more margin call selling.  

3) KOSPI has now severely corrected to -30%, and that significantly reduced pension rebalance worries and most of the margin stretched bets have been kicked out…BUT… now the Iran war is reescalating again with peace deal becoming more complex than before. 

4) Chips bull cycle is very far from being over, but worries over Iran and mega capex are adding pressure for now.  

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Roundhill Memory ETF (Backpack Securities)

The fundamentals in chips look super good, especially the memory segment but weird sequence of events have pressured the sector:

1) The threat of Korean government’s pension rebalance plan to reduce the domestic holdings to by tens of billions triggered the initial selloff in memory stocks which spilled to other chips.  

2) As selling continued, culturally high risk tolerant Korean retail traders that tend to bet all-in with their money and with max margins on  Samsung and 

 leverages were forced to liquidate. This triggered more selling, which triggered more margin call selling.  

3) KOSPI has now severely corrected to -30%, and that significantly reduced pension rebalance worries and most of the margin stretched bets have been kicked out…BUT… now the Iran war is reescalating again with peace deal becoming more complex than before. 

4) Chips bull cycle is very far from being over, but worries over Iran and mega capex are adding pressure for now.  



Alpha Bull

@AlphaBull_10M 😝so many stupid bulls get wrecked hoping the “get rich quick”

 😝so many stupid bulls get wrecked hoping the “get rich quick”

DaChickenMan

@ChickenLOVEACDC Yup when you have majority of retail traders in one country with extreme gambling mindset, they collectively killed their own success. 

This includes Korean government that suspended incremental pension rebalancing from Jan to June  to create a nuke bomb in July.   

That spicy kimchi must nurture high risk tolerance as kimchi is already high risk to try due to the fermentation that generate strong aroma and one of a kind spicy taste. LOL

But I love Koreans for their extreme passion on top notch education and unmatched hard work. They just need to learn how to trade wisely and not gamble.  LOL

 Yup when you have majority of retail traders in one country with extreme gambling mindset, they collectively killed their own success. 

This includes Korean government that suspended incremental pension rebalancing from Jan to June  to create a nuke bomb in July.   

That spicy kimchi must nurture high risk tolerance as kimchi is already high risk to try due to the fermentation that generate strong aroma and one of a kind spicy taste. LOL

But I love Koreans for their extreme passion on top notch education and unmatched hard work. They just need to learn how to trade wisely and not gamble.  LOL

@AlphaBull_10M Very good insights, thanks

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@AlphaBull_10M Great Insight here, thanks !

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Edward Olkowski

@AlphaBull_10M no weird sequence, profit taking.

Mark taliento

@AlphaBull_10M @ChickenLOVEACDC Never. Have you lived in Seoul, not just visited? Have you worked for their biggest companies? I have. Rank. Status. Money. Is. Everything. That is where your power comes from and Koreans who can stiff it, will do ANYTHING to get it. Society is seriously divided and success through ANY mean is the name of the game. THAT is the problem and will always be. See the movie Parasite. It&#39;s all in there.

 Never. Have you lived in Seoul, not just visited? Have you worked for their biggest companies? I have. Rank. Status. Money. Is. Everything. That is where your power comes from and Koreans who can stiff it, will do ANYTHING to get it. Society is seriously divided and success through ANY mean is the name of the game. THAT is the problem and will always be. See the movie Parasite. It's all in there.