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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 a significant post-earnings sell-off, despite beating Q4 estimates, as conservative Q1 guidance and concerns over AI chip sales to China have sparked community debate over whether the sharp decline is an overreaction or market manipulation impacting the broader semiconductor sector.

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 Technologies is experiencing a significant sell-off despite reporting strong earnings, fueling intense community debate over its high valuation amid broader tech sector weakness and aggressive profit-taking.

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 trending intensely ahead of its pivotal earnings report, as the community eagerly anticipates details on its AI monetization and cloud growth, while debating if strong results will boost the broader market or lead to a re-evaluation of its high valuation.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Holdings Inc

Ondas Holdings is trending due to significant community discussion surrounding a recently contested short-seller report and its potential involvement, through affiliates, in the Department of War's Drone Dominance Program. Despite recent defense contract wins and an acquisition, volatility is widely attributed to broader tech sector weakness and perceived market manipulation, prompting many to view current levels as a long-term buying opportunity.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is a focal point ahead of its upcoming earnings report, with the community highly anticipating how its AI advancements like Gemini, coupled with Waymo's substantial funding and expansion, will impact its performance and potentially influence the broader tech market amidst ongoing volatility.

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 trending as a significant downturn sweeps across the semiconductor sector, fueled by broader market weakness, a peer's lower guidance, and notable bearish options activity. Community discussion is sharply divided between those seizing the dip as a prime long-term AI memory investment and those anticipating a deeper "bubble burst".

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 amid a $2 billion non-dilutive debt offering to finance its Amazon-leased Black Pearl data center, reinforcing its strategic pivot to AI infrastructure. The community is actively discussing this move and a recent analyst upgrade, while debating if the stock is truly decoupling from volatile Bitcoin prices.

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 experiencing significant volatility and trending due to a broad market sell-off impacting AI and crypto-related stocks, fueling accusations of manipulation ahead of its upcoming earnings report. The community is sharply divided between those seizing the deep dip as a buying opportunity based on strong AI infrastructure fundamentals and high expectations for a potential new hyperscaler deal, and others bracing for further declines if anticipated announcements fall short.

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 Inc. is trending following its robust earnings report and significantly raised full-year guidance, which has ignited community discussion about its perceived undervaluation and potential for a short squeeze. The stock's notable resilience on a challenging day for the broader tech sector has further fueled conversations around its pivotal role in AI infrastructure and anticipated margin improvements.

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 surged after reporting a strong earnings beat and optimistic guidance, sparking a massive short squeeze and multiple analyst upgrades. This performance on a weak market day has ignited community discussion about a potential turnaround in the solar sector.

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$T Marty Whitman is usually reduced to two words: “safe &amp; cheap.” This article explains what that actually meant in practice as a method.                                                     
                                                                                                                  
It breaks down how Whitman treated equity as a claim, why “cheap” fails when the clock is working against you, and how balance sheets quietly decide outcomes long before price moves. It also revisits the 2015 chapter the right way: value can be right, and structure can still force a bad result.  
                                                                  
I wrote this because most investors learn these lessons after owning something that looked obvious and never worked.  
 
HERE:https://cundilldeepvalue.substack.com/p/fragments-fund-manager-series-marty 
  
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FRAGMENTS - FUND MANAGER SERIES Marty Whitman Safe & Cheap is not a slogan. It's a control system.

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 Marty Whitman is usually reduced to two words: “safe & cheap.” This article explains what that actually meant in practice as a method.                                                     
                                                                                                                  
It breaks down how Whitman treated equity as a claim, why “cheap” fails when the clock is working against you, and how balance sheets quietly decide outcomes long before price moves. It also revisits the 2015 chapter the right way: value can be right, and structure can still force a bad result.  
                                                                  
I wrote this because most investors learn these lessons after owning something that looked obvious and never worked.  
 
HERE:

 
  
This is the usable version of Whitman, the one people usually discover too late. 
 
