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Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Advanced Micro Devices is trending after its Q4 earnings report, where an overall beat was overshadowed by cautious Q1 guidance, particularly concerning AI chip sales to China, leading to a sharp sell-off that the community is actively debating as an overreaction to high AI growth expectations.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending due to a significant sell-off immediately following a strong earnings report and raised guidance, prompting community discussion about its high valuation. The market is actively debating whether the decline stems from a broader rotation out of high-valuation software stocks and AI disruption fears, or if it represents a buying opportunity fueled by perceived manipulation.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is seeing intense pre-earnings volatility, as the community actively speculates on a significant Amazon deal announcement and debates a sharp sell-off potentially driven by broader tech sector weakness and Bitcoin price action, contrasting with its strong AI infrastructure fundamentals.

Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

Cipher Mining is trending following its proposed $2 billion senior secured note offering for the Black Pearl data center, pre-leased by Amazon Web Services, and a new 200MW site acquisition in Ohio. This strategic pivot to AI/HPC data centers with long-term hyperscaler contracts has the community debating its potential decoupling from Bitcoin volatility, with many viewing current price action as a compelling buying opportunity for future growth.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is seeing a significant rally following better-than-expected earnings and optimistic future guidance, with the community actively discussing a potential short squeeze given high short interest. This surge is fueling hopes for a broader recovery in the solar sector, supported by analyst upgrades and new product innovations.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood ($HOOD) is experiencing significant market volatility and a sharp price decline, with the community largely attributing the sell-off to weakness in the broader cryptocurrency market ahead of its upcoming earnings report. While many express deep concern and foresee further drops, a vocal segment of investors views the current oversold conditions as a prime buying opportunity, banking on a potential rebound and the company's diversification efforts beyond crypto.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending following its announcement of acquiring two new infrastructure sites, which more than doubles its digital and power capacity to 2.8 GW, significantly advancing its transition into AI and high-performance computing and fueling investor discussions about its re-valuation and potential short squeeze.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is trending after an impressive earnings beat and significantly raised 2026 revenue guidance to at least $40 billion, fueled by strong AI server demand. The community is actively discussing the stock's deep undervaluation and high short interest, anticipating a major rally despite some analyst skepticism regarding margins.

Phoenix Asia Holdings Ltd. engages in the substructure works and other construction services. It offers site formation, ground investigation and foundation work through it subsidiary. The company was founded on August 9, 2024 and is headquartered in Hong Kong.

Phoenix Asia Holdings Ltd.

Phoenix Asia Holdings Ltd. (PHOE) is experiencing extreme volatility and frequent trading halts, fueling intense community debate as it surges, with some citing recent impressive revenue numbers and a franchise agreement, while others view it as a speculative 'China pump and dump' akin to other recent low-float runners.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. 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 a focal point of discussion amid broader profit-taking across the semiconductor sector, with investors actively debating if the current pullback presents a key buying opportunity or signals a deeper correction for the AI-driven memory leader. Community sentiment is divided between those highlighting strong, multi-year demand for HBM and Micron's strategic AI positioning, and those cautioning about historical memory cycles and valuation following its significant run.

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$NLST Still super busy but wanted to make a point that maybe has been missed on the Micron compel filing.  
 
For Micron to seek this information at this time is Deja Vue. This is exactly what Samsung argued in court and the Jury awarded Netlist a unanimous verdict of willful infringement on all patents. Micron knows this so the fact they are pursuing means they have embraced the idea (Just like Samsung Did) that they are going to have to pay up and now they have switched strategies  from &quot;we didn&#39;t do it&quot; to &quot;Ok we need to pay but it should only be the same as SK Hynix&quot;!  
 
We know what the jury will say again, but after the beatdown Micron took at claim Construction I seriously doubt they let this go to trial. Who knows? Maybe they will roll the dice but the fact they are no longer arguing they shouldn&#39;t pay and conceding they will have to pay absolutely means Netlist is winning!!! 
 
Netlist will win! 
 
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Netlist Inc

 Still super busy but wanted to make a point that maybe has been missed on the Micron compel filing.  
 
For Micron to seek this information at this time is Deja Vue. This is exactly what Samsung argued in court and the Jury awarded Netlist a unanimous verdict of willful infringement on all patents. Micron knows this so the fact they are pursuing means they have embraced the idea (Just like Samsung Did) that they are going to have to pay up and now they have switched strategies  from "we didn't do it" to "Ok we need to pay but it should only be the same as SK Hynix"!  
 
We know what the jury will say again, but after the beatdown Micron took at claim Construction I seriously doubt they let this go to trial. Who knows? Maybe they will roll the dice but the fact they are no longer arguing they shouldn't pay and conceding they will have to pay absolutely means Netlist is winning!!! 
 
Netlist will win! 
 
Goodnight, gute Nacht, Boa Noite!

@BolliverShagnasty what makes you say they&#39;re not arguing they shouldn&#39;t pay? I think I may have missed something.

 what makes you say they're not arguing they shouldn't pay? I think I may have missed something.

Taseko Mines Ltd.

Heavymayo

@BolliverShagnasty   Yes, referring to the SKHynx deals means that Micron knows (of course they do), that they will face the same outcome as Samsung did (again: same patents, same venue/court, same judges). Referring to the SKH deal, a path which was already taken with zero success by Samsung, also shows the desperation of Micron. There is no escape, and they know.  
 
Micron plays poker with the same cards as Samsung did - and we all know the disastrous outcome for Samsung with the 303 Mio (plus possibly enhanced damage plus legal costs). 
And also Netlist still has the same cards…. 
 
So what will be the outcome in this poker ?

“Your Name Here”

   Yes, referring to the SKHynx deals means that Micron knows (of course they do), that they will face the same outcome as Samsung did (again: same patents, same venue/court, same judges). Referring to the SKH deal, a path which was already taken with zero success by Samsung, also shows the desperation of Micron. There is no escape, and they know.  
 
Micron plays poker with the same cards as Samsung did - and we all know the disastrous outcome for Samsung with the 303 Mio (plus possibly enhanced damage plus legal costs). 
And also Netlist still has the same cards…. 
 
So what will be the outcome in this poker ?

Immuneering Corp

Dont show my name

@BolliverShagnasty micron wants to partner with Netlist? That was a huge part of the SK Hynix settlement! Plys when chips were nearly impossible to get the deal included providing cash flow to Netlist. Plus Netlist was in a cash crunch that Google, Samsung and MICRON put them in! So no MU does not get the same deal as SK Hynix gets by a long shot.

Zman111

 micron wants to partner with Netlist? That was a huge part of the SK Hynix settlement! Plys when chips were nearly impossible to get the deal included providing cash flow to Netlist. Plus Netlist was in a cash crunch that Google, Samsung and MICRON put them in! So no MU does not get the same deal as SK Hynix gets by a long shot.

@BolliverShagnasty Samsung is quite happy that the treble damages have not been awarded yet. The jury agreed it was willful infringement. Samsung was right there side by side trying to BK Netlist.  There guilty as can be and have not paid 1 cent in damages. Samsung has cost Netlist a great deal of money and precious time. Netlist trying to get justice from the court system is tough. The humoungous group ( Google, Samsung , and Micron) have money to burn on attorneys to fight Netlist. The system seems sure favors the super wealthy. Every day this DRAGS on Netlist is getting screwed, the the thieves are winning!

 Samsung is quite happy that the treble damages have not been awarded yet. The jury agreed it was willful infringement. Samsung was right there side by side trying to BK Netlist.  There guilty as can be and have not paid 1 cent in damages. Samsung has cost Netlist a great deal of money and precious time. Netlist trying to get justice from the court system is tough. The humoungous group ( Google, Samsung , and Micron) have money to burn on attorneys to fight Netlist. The system seems sure favors the super wealthy. Every day this DRAGS on Netlist is getting screwed, the the thieves are winning!