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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

Intels quarterly report paired a better-than-expected recent quarter with a weaker fourth-quarter outlook, citing soft PC demand and supply constraints, including an Israeli factory disruption, prompting a sharp selloff. Traders are split between calling the reaction an overreaction and warning that weak guidance, execution risks, and valuation concerns undermine the turnaround story.

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

SanDisks strong quarterly results, above-consensus outlook, and announced forward stock split are driving attention, but the shares have fallen despite the positive report. Traders debate whether the disconnect reflects broad risk-off selling across tech and AI stocks or profit-taking and concerns about lofty expectations and memory-market cyclicality.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons quarterly results sparked a selloff as investors focused on heavy AI infrastructure spending, weaker free cash flow, and a softer retail outlook, despite strong AWS growth. Traders are divided between viewing the drop as an overreaction to spending and worrying that AI investment may not generate returns quickly enough.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Updated Phase 2 lung-cancer results drove a sharp selloff: the overall response rate was broadly unchanged, while a small, retrospectively identified biomarker subgroup showed stronger activity and will need further validation. Traders criticized the disclosure and questioned whether the subgroup focus could narrow the opportunity or delay approval; others see the precision-medicine strategy as promising and view the reaction as excessive.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

RDDT is under pressure after strong quarterly results were overshadowed by weaker-than-expected forward guidance, missed user-growth expectations, and declining U.S. daily active users amid weakening search referrals. Traders are also debating whether a planned login requirement could improve monetization or further reduce traffic; some view the selloff as excessive given revenue growth, while others see it as a warning about slowing user growth.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians quarterly results beat expectations, with record deliveries led by the R2 ramp and improved full-year delivery guidance. Bulls view this as evidence of improving execution, while skeptics focus on continued losses and the stocks muted, volatile reaction; speculation about a Walmart van deal is also circulating but remains unconfirmed.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategys quarterly results have put its Bitcoin-treasury model under scrutiny: traders question soft software revenue, cash levels and continued share and preferred-stock issuance, while some view the reported profit as largely driven by Bitcoin gains. Bitcoins selloff adds pressure, with dilution and leverage concerns competing against dip-buying and confidence in a crypto rebound.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. 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

AMD is caught in a semiconductor selloff as traders react to lower-than-expected Microsoft and Alphabet capital spending and concerns about AI-infrastructure demand; Intels weak outlook is also prompting debate over whether AMD could gain share. Bulls point to AMDs expanded Meta AI partnership and upcoming earnings as counterpoints, while others question the stocks valuation.

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

Apples relative strength amid weakness in AI-focused tech has fueled talk of a safe-haven rotation into the company, while skeptics argue its valuation is stretched ahead of earnings. Traders are also weighing new Mac launches against concerns about iPhone Duo screen complaints and a lack of innovation.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure amid selling in mega-cap tech, with traders pointing to disappointing earnings reactions and renewed concern that heavy AI infrastructure spending may not deliver returns quickly enough. The community is split between calling it an AI-trade unwind and viewing the drop as a temporary correction, with some expecting a rebound or rotation into small caps.

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$PANW What&#39;s another reason why PANW is selling off ? 
 
Palo Alto Networks&#39; top-line rev growth from 23% in fiscal 2027 to the 15% range through fiscal 2028 is heavily tied to the lapping of M&amp;A inorganic bumps and the deferred monetization curve of their aggressive &quot;platformization&quot; strategy. 
 
What&#39;s the result of the above ? Multiple compression. 
 
In comparison, SentinelOne(S) is estimated to have HIGHER...revenue growth estimates for 2028 than PANW, and sports a P/S ratio of only 7

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Palo Alto Networks Inc

 What's another reason why PANW is selling off ? 
 
Palo Alto Networks' top-line rev growth from 23% in fiscal 2027 to the 15% range through fiscal 2028 is heavily tied to the lapping of M&A inorganic bumps and the deferred monetization curve of their aggressive "platformization" strategy. 
 
What's the result of the above ? Multiple compression. 
 
In comparison, SentinelOne(S) is estimated to have HIGHER...revenue growth estimates for 2028 than PANW, and sports a P/S ratio of only 7