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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 under intense scrutiny after reports of a massive financing backstop for an OpenAI data center project, fueling community concerns over circular financing and balance sheet risks. While some investors see this as a strategic move to secure future infrastructure demand, many are actively debating whether these heavy capital commitments signal an overextended AI bubble.

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 trending amid a sharp sector-wide pullback driven by concerns over Chinese chip competition and a broader rotation out of crowded AI trades. The community remains deeply divided, with bulls pointing to robust memory demand and undervalued fundamentals, while bears argue the stock is finally correcting from an unsustainable rally.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is trending as investors weigh significant long-term AI infrastructure partnerships with major hyperscalers against concerns surrounding volatility and the integration of its US-listed ADR. The community is actively debating the stock's valuation and the potential for a directional move ahead of upcoming earnings, while navigating intense sector-wide fluctuations influenced by broader semiconductor market dynamics.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is trending following a massive sell-off after FDA briefing documents raised concerns regarding the company's statistical analysis methods and trial integrity. Investors are actively debating the credibility of Capricor's rebuttal, which argues that the FDA relied on an obsolete analysis plan, while the community remains polarized over whether this regulatory conflict indicates trial manipulation or administrative incompetence.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is facing intense volatility and downward pressure as investors grow increasingly skeptical of its long-term financial performance and the viability of ambitious AI and autonomy initiatives. The community remains deeply divided, with a fierce debate between those betting on a potential bounce from key support levels and others calling for further declines due to cooling vehicle demand and concerns over leadership.

Space Exploration Technologies Corp. (SpaceX) designs, manufactures, and launches advanced rockets and spacecraft, including the fully reusable Starship and Super Heavy rocket system, targeting missions to Earth orbit, the Moon, Mars, and beyond. The company is based in Hawthorne, CA and has subsidiaries in Luxembourg and the United States. The company operates Starlink, a low-Earth orbit satellite constellation that delivers high-speed broadband internet worldwide. SpaceX is dedicated to advancing space technology with the goal of enabling human life on other planets. The company was founded in 2002 by Elon Reeve Musk, Kimbal Musk, Michael Kives. Elon Reeve Musk has been the CEO since 2002.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceX is facing intense downward pressure and retail investor frustration as the stock continues a sharp decline ahead of an upcoming insider lock-up expiration. The community is actively debating the company's valuation, questioning its profitability, and speculating on whether the stock will break support levels below $100 before a potential long-term recovery.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

The semiconductor sector is experiencing extreme volatility as investors weigh the sustainability of record AI infrastructure spending against broader macroeconomic concerns, leading to sharp price swings and heavy institutional put-buying. While community sentiment remains divided between those bracing for a deeper correction and bulls eyeing the dip as a tactical opportunity to accumulate exposure to long-term AI-driven demand.

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 extreme market volatility and investor debates over AI infrastructure spending, as the community actively discusses heavy price manipulation, the influence of semiconductor sector-wide sell-offs, and the validity of AI-driven earnings growth. Investors remain deeply divided, with many debating the impact of aggressive institutional shorting, geopolitical risks, and whether the stock's recent pullback represents a healthy retracement or a broader fundamental disconnect.

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 seeing intense debate as investors weigh strong operational progresshighlighted by massive revenue growth and a substantial backlogagainst concerns over equity dilution and sequential margin contraction. The community is focused on the upcoming earnings print as a critical test for the company's valuation, with many traders debating whether the stock is a long-term infrastructure winner currently suppressed by macro headwinds or a capital-intensive project nearing a correction.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

SPDR Gold Shares (GLD) is trending as the community debates the ETF's role in a volatile geopolitical landscape, specifically focusing on its performance against rising energy prices and the ongoing closure of the Strait of Hormuz. Investors are actively discussing the potential for a long-term bottom, with many weighing the impact of central bank accumulation and structural de-dollarization against near-term technical pressure.

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$MSTR 

Usually a good indicator that Michael is tapping the ATM

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Shiv Sharma

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Kyle Vallans

$MSTR so a $1 billion ATM offering would be 3.3 million shares right? Todays volume is 27m as I type with 2 hours to go. I would not expect 3m shares to hold the price back like this - unless its more...

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Usually a good indicator that Michael is tapping the ATM