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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 is drawing attention amid a sharp memory-stock selloff tied to Chinas CXMT outlining a denser DDR5 server-memory design, raising concerns about future competition and memory pricing. Traders disagree on how serious the threat is, with some seeing pressure on Micron while others argue CXMT has yet to prove it can produce at scale and does not directly challenge Microns higher-end HBM business.

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

A memory-sector selloff tied to concerns about Chinas CXMT DRAM progress and doubts about AI spending has pressured SNDK. Traders disagree over whether the DRAM news threatens SanDisks NAND business: some view the decline as an overreaction, while others warn of growing competition, weaker memory pricing and an AI-trade unwind.

Direxion Shares ETF Trust - Direxion Daily MSCI South Korea Bull 3X ETF

Direxion Daily South Korea Bull 3X Shares

A sharp KOSPI selloff, led by steep losses in Samsung and SK Hynix amid broader weakness across Asian markets, is driving attention to KORU. Traders are split between buying the dip and expecting further downside, with the ETFs 3x leverage amplifying the volatility.

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

Intels pullback is part of a broader semiconductor selloff, with traders debating whether concerns about AI spending and returnsand headlines about OpenAI revenuesignal weaker chip demand. Some see the decline as an oversold dip, while others are frustrated by the lack of confirmed foundry wins and remain skeptical of the turnaround.

Roundhill ETF Trust - Roundhill Memory ETF

DRAM is under pressure amid a broader memory-chip selloff, as traders worry that CXMTs next-generation DRAM could intensify competition and that AI data-center financing concerns may weaken demand; some also cite falling memory prices as evidence of oversupply. Others argue CXMTs claims remain unproven and that AI-driven memory demand is still strong, framing the decline as a buying opportunity.

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 CEO Hock Tans warning that financing costs and uncertain returns could constrain AI expansion has fueled debate, alongside concern about debt-backed chip deals for OpenAI and Anthropic. Traders are divided between seeing those arrangements as evidence of strong AI demand and worrying about customer concentration and whether buyers can fund the buildout; some blame Tans remarks for the selloff, while others see the pullback as a buying opportunity.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is under pressure amid a sharp semiconductor selloff, particularly in memory-chip stocks, as traders point to fears about Chinas potential AI-memory production and weakening sentiment around the chip trade. Some view the decline as an overreaction and are buying the dip, while others warn that negative momentum could continue.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention amid a tech-led selloff, with traders focused on weakness in semiconductor and memory stocks over concerns about Chinese chip competition and sharp losses in South Korean markets. Many fear the pressure could spread into a broader AI-trade pullback, while others see it as a dip to buy; upcoming inflation data and bank earnings are adding uncertainty.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Reports that Apple asked suppliers to cut iPhone 18 Pro component orders amid softer-than-expected demand are driving attention. Traders debate whether the reports signal genuine weakness or routine supply-chain adjustments, with some arguing buyers may be waiting for the iPhone Duo launch instead.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

Deutsche Banks upgrade to Buy, alongside progress bringing BlueBird satellites 1416 to Florida, has fueled a rebound narrative after SpaceXs spectrum deal sparked a sharp selloff. Bulls argue SpaceXs move could make ASTS more valuable as a carrier partner, while bears point to launch delays, execution risks, and the companys path to commercial service.

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$BMNR 
Just a sad situation it seems like there are so many much more experienced managers than TL. He’s not taking much pride in what he is doing here at BMNR.

Jeff

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BitMine Immersion Technologies Inc

 
Just a sad situation it seems like there are so many much more experienced managers than TL. He’s not taking much pride in what he is doing here at BMNR.