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International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is facing a historic sell-off following a revenue miss and a CEO statement that enterprise clients are aggressively shifting budgets toward AI hardware infrastructure like servers and memory. While the community is debating whether this is a fundamental breakdown of the company's consulting and software business or an irrational market overreaction, many traders are actively looking for entry points for a potential rebound.

SK hynix, Inc. engages in the manufacture and sale of semiconductor products. Its products include dynamic random access memory, flash memory, complementary metal oxide semiconductor image sensor, and others. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is experiencing extreme volatility following its U.S. ADR debut, as investors debate the impact of a significant valuation premium compared to its domestic KOSPI listing and the role of new leveraged ETFs in the stock's price swings. The community remains sharply divided between those viewing the pullback as a long-term entry point for a key AI memory player and those warning of further downside due to regional market pressures and forced liquidation of leveraged positions.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is surging due to a major follow-on production order from a lead silicon photonics customer, signaling a transition from evaluation to high-volume manufacturing for AI data center infrastructure. The community remains sharply divided, with bulls pointing to the expanding backlog and AI-driven demand as catalysts for a long-term re-rating, while bears argue that the current valuation is disconnected from historical revenue and profitability metrics.

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands.

ASML Holding NV - New York Shares

ASML Holding NV

ASML Holding is currently surging on positive analyst revisions and mounting optimism surrounding the semiconductor supercycle, with investors closely watching the company's critical role in the AI data center buildout. The community is actively discussing its near-monopoly on EUV lithography as a long-term bottleneck, while balancing excitement for new infrastructure projects against concerns over export restrictions and broader tech sector valuation.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is drawing significant market interest as bulls attempt to solidify support near the 1,800 level while monitoring key overhead resistance. The community is actively debating the impact of upcoming regulatory clarity and increased institutional integration, with many traders watching for a breakout that could signal a sustained trend reversal.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is trending as investors debate the potential for a rebound following a significant sell-off, with community sentiment split between those accumulating shares at current price levels and those skeptical of the company's timeline for commercial execution. Discussion is heavily focused on the company's substantial cash position, the strategic importance of its optical interposer technology in AI infrastructure, and the potential for upcoming news regarding production ramp-ups and new customer design wins.

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

Advanced Micro Devices is attracting heavy institutional attention following a series of aggressive price target upgrades from analysts, fueling community debate over whether the stock is undergoing a healthy consolidation or a bubble-driven top. Traders are actively focused on the upcoming AI infrastructure events, while monitoring volatile semiconductor sector flows and key support levels to navigate the ongoing push-and-pull between bullish sentiment and short-term macro uncertainty.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is currently the subject of intense community debate as the stock faces a sharp, sustained sell-off that has left many investors questioning the company's massive debt levels, AI infrastructure spending, and lack of recent management communication. While some retail traders are aggressively averaging down and viewing the decline as a generational buying opportunity, others are heavily shorting the stock, citing technical breakdowns and concerns over institutional conviction.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

CleanSpark recently secured a significant 20-year lease worth $6.6 billion in contracted revenue with a major technology company, sparking community discussion about the company's evolution from a Bitcoin miner into an AI infrastructure and data center player. While the news triggered investor excitement over a potential long-term rerating, the stock has faced short-term volatility and downward pressure due to sector-wide concerns, heavy short interest, and broader macroeconomic headwinds.

Unusual Machines, Inc. is a development stage technology company, which engages in the provision of drone solutions with a focus on first-person view (FPV) technology. It offers products to entertainment, recreation, and competitive racing industries. The company was founded on July 11, 2019, and is headquartered in Orlando, FL.

Unusual Machines Inc

Unusual Machines is surging due to intense speculation surrounding potential government contracts and strategic investments, fueling community discussion about the company's role in a domestic drone manufacturing push. Investors are closely monitoring its partnership with Powerus, a Pentagon-validated entity, alongside institutional interest and the stock's recent inclusion in key index funds.

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Power semiconductor names are getting heavily discounted… but is the market looking too far ahead?  
 
Tracking some beaten-down names in the sector: 
 
$NVTS - Down ~61% from ATH 
$WOLF -Down ~53% from ATH 
$ON - Down ~27% from ATH 
$VICR - Down ~27% from ATH 
$MPWR - Down ~23% from ATH 
 
The long-term thesis remains tied to electrification, AI power demand, EVs, and next-generation energy systems. 
 
If the market opportunity expands as expected over the next decade, today’s weakness could become a major area of interest for patient investors.  
 
Watching for fundamentals, catalysts, and signs of a turnaround.

Stanley Zalot

We Require More Minerals

$MPWR $NVTS $ON $VICR $WOLF 
Beaten down but who wins the Nvidia contract for power semiconductors will be triple digit stock price!

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Navitas Semiconductor Corp

Wolfspeed Inc

ON Semiconductor Corp.

Vicor Corp.

Monolithic Power System Inc

Power semiconductor names are getting heavily discounted… but is the market looking too far ahead?  
 
Tracking some beaten-down names in the sector: 
 


 - Down ~23% from ATH 
 
The long-term thesis remains tied to electrification, AI power demand, EVs, and next-generation energy systems. 
 
If the market opportunity expands as expected over the next decade, today’s weakness could become a major area of interest for patient investors.  
 
Watching for fundamentals, catalysts, and signs of a turnaround.