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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 seeing heightened volatility as investors weigh a significant quarterly revenue beat and raised guidance against management's plans for aggressive capital expenditure increases. While bulls point to the company's progress in AI and foundry growth as a major turnaround signal, bears are expressing concerns over high spending levels and potential dilution, leading to a choppy reaction in the stock's price.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk is trending as investors debate the stock's significant decline and the efficacy of leadership, with community discussion centered on whether the current price represents a deep-value opportunity or a persistent value trap. While some shareholders are aggressively averaging down in anticipation of a potential short squeeze or future recovery, others remain critical of management's lack of communication and the heavy impact of stock-based compensation on valuation.

Melania memes are digital collectibles intended to function as an expression of support for and engagement with the values embodied by the symbol MELANIA

Melania Trump

The MELANIA crypto token is currently trending as a focal point of intense community debate, with participants aggressively labeling the project a scam and a classic pump-and-dump scheme. Discussions are dominated by widespread frustration over the asset's massive loss in value, with investors heavily criticizing the project's ties to the Trump family and comparing it to other controversial ventures.

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 trending as investors debate the sustainability of AI capital expenditures, with the stock seeing increased volatility despite strong underlying infrastructure demand and a new strategic packaging partnership with Amkor. Community sentiment remains polarized, with bulls highlighting the company's dominant market position and growth potential, while bears focus on macro-economic headwinds, rising regional tensions, and valuation concerns.

Charter Communications, Inc. engages in providing broadband communications services. Its services include Spectrum TV, Spectrum Internet, and Spectrum Voice. It offers business-to-business Internet access, data networking, business telephone, video and music entertainment services, and wireless backhaul. Its advertising sales division, Spectrum Reach, offers local, regional, and national businesses the opportunity to advertise in individual and multiple service areas on cable television networks and advanced advertising platforms. The company was founded in 1993 and is headquartered in Stamford, CT.

Charter Communications Inc. - Ordinary Shares - Class A

Charter Communications is currently experiencing intense volatility and downward pressure as the community debates its aggressive share buyback strategy versus concerns over high debt levels and competitive threats in the broadband space. The stock is a major focal point for traders tracking potential short squeeze activity, with ongoing discussions centered on high short interest and speculative rumors regarding possible strategic partnerships.

T-Mobile US, Inc. engages in the provision of wireless communications services under the T-Mobile and MetroPCS brands. It offers postpaid and prepaid wireless voice, messaging and data services, and wholesale wireless services. The company was founded in 1994 and is headquartered in Bellevue, WA.

T-Mobile US Inc

T-Mobile is currently trending as investors monitor the company's recent Q2 earnings performance and analyze competitive headwinds, particularly from emerging satellite-based mobile service partnerships. While many in the community debate the stock's valuation and long-term growth trajectory relative to its peers, others remain bullish, focusing on strong free cash flow and the potential for a relief bounce from current price levels.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Research is experiencing heightened volatility and intense investor debate as the market weighs its critical role in AI infrastructure against concerns over valuation and sector-wide spending pullbacks. While some market participants express caution regarding potential semiconductor equipment cycle cooling and geopolitical risks, others remain bullish on the long-term potential of the firm's etch and deposition technology in the expanding AI memory and HBM ecosystem.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is facing intense market pressure as investors scrutinize the company's surging capital expenditures on AI infrastructure, which resulted in the first negative free cash flow quarter since its IPO. While the community remains divided over the ROI of these massive investments, many are debating whether this volatility presents a generational buying opportunity or a signal of an overextended AI cycle.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is generating significant investor attention as an FDA advisory panel reviews key peptides, with community sentiment split between short-term regulatory volatility and the company's long-term potential as a digital healthcare platform. While traders debate whether these developments constitute a 'buy the rumor, sell the news' event or a major growth catalyst, high short interest and upcoming earnings reports are driving heavy daily trading activity.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom ($AVGO) is trending as investors focus on its critical role in the AI infrastructure buildout, particularly through custom silicon and networking solutions that power major hyperscalers. Community sentiment remains mixed, with bullish participants highlighting strong institutional call flow and long-term partnerships, while others express frustration over recent price volatility and market-wide selling pressure.

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$MSFT $MU  $AMZN  Investors and Traders seem to forget that the market doesn’t trade on past earnings or price. The market trades 6 to 18 months ahead. Given said that, chips are pricing in 2027 and 2028 numbers, once that cyclical part is done, what’s the next phase? The cloud names, the actual growth on cloud capacity!! This might not be the quarter where you get to see the acceleration in  growth but we’re not far away from it. 

The semiconductor space is too volatile, that’s a tell of peak status. The reason those names are actually delivering earnings is based on increased prices not volume. You can only raise prices so much. Eventually those investors and traders will see the cheap valuation in names like Microsoft, Google and others. 

Focus longterm, this is a compounder. These names grow into their valuation.

Antony Chandler

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Microsoft Corp

Micron Technology Inc

Amazon.com Inc

  Investors and Traders seem to forget that the market doesn’t trade on past earnings or price. The market trades 6 to 18 months ahead. Given said that, chips are pricing in 2027 and 2028 numbers, once that cyclical part is done, what’s the next phase? The cloud names, the actual growth on cloud capacity!! This might not be the quarter where you get to see the acceleration in  growth but we’re not far away from it. 

The semiconductor space is too volatile, that’s a tell of peak status. The reason those names are actually delivering earnings is based on increased prices not volume. You can only raise prices so much. Eventually those investors and traders will see the cheap valuation in names like Microsoft, Google and others. 

Focus longterm, this is a compounder. These names grow into their valuation.

Andres

@Andresstocks26 why play now or.. buy in couple of year.. when chip and Memory cools off. I am shorting SaaS like no tomorrow. 90% SaaS company will be out of business in next 5 year. Microsoft can only survive if they pivot from this core business nd do something else.

 why play now or.. buy in couple of year.. when chip and Memory cools off. I am shorting SaaS like no tomorrow. 90% SaaS company will be out of business in next 5 year. Microsoft can only survive if they pivot from this core business nd do something else.