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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

Intel is currently generating significant market attention due to emerging reports that tech giants Google and Nvidia are considering the company as a key backup manufacturer for AI chips to address supply chain constraints. The community is intensely debating these strategic partnerships and the potential for Intel's 18A process to play a larger role in AI infrastructure, with bulls highlighting the long-term foundry growth thesis while bears express skepticism regarding immediate execution.

Optical Cable Corp. engages in the business of manufacturing fiber optic and copper data communication cabling and connectivity solutions primarily for the enterprise market and various harsh environment, specialty markets, and the wireless carrier market offering integrated suites of high-quality products which operate as a system solution or seamlessly integrate with other components. Its products include fiber optic and copper cabling, hybrid cabling, fiber optic and copper connectors, specialty fiber optic, copper and hybrid connectors, fiber optic and copper patch cords, pre-terminated fiber optic and copper cable assemblies, racks, cabinets, datacom enclosures, patch panels, face plates, multimedia boxes, fiber optic reels, and other cable and connectivity management accessories. The company was founded on June 10, 1983 and is headquartered in Roanoke, VA.

Optical Cable Corp.

Optical Cable Corp. is gaining momentum as investors eye its role in the critical fiber optic infrastructure required for data center expansion and 5G deployment. Community discussions are currently dominated by debates over the stock's low float potential and its long-term outlook as a beneficiary of increased enterprise connectivity demand.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Corning, Inc. is surging following a landmark multi-year partnership with Nvidia to significantly expand U.S. manufacturing capacity for optical connectivity and fiber-optic infrastructure required for AI data centers. Investors and community members are actively discussing the stock's role as a critical 'picks and shovels' play, with many noting that the company's glass and fiber technologies are essential for the horizontal scaling of modern AI infrastructure.

FuelCell Energy, Inc. engages in the business of developing, designing, producing, constructing, and servicing high temperature fuel cells for clean electric power generation. It operates through the following geographical segments: the United States, South Korea, and Europe. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energy is experiencing a surge in trading activity driven by the massive expansion of its project pipeline and manufacturing capacity to support the increasing power demands of AI data centers. The community is actively debating the stock's potential as an infrastructure play while remaining highly focused on the company's ability to convert its growing proposal backlog into signed, profitable contracts.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly shares are surging as positive Phase 3 clinical trial results for its triple-agonist obesity drug, retatrutide, confirm best-in-class efficacy for weight loss and cardiometabolic health. The community is actively discussing the drug's potential to set a new benchmark in the weight-loss market, even as investors weigh the balance between record-breaking trial data and the long-term competitive dynamics within the GLP-1 sector.

Nurix Therapeutics, Inc. is a clinical stage biopharmaceutical company. It engages in the business of discovering, developing, and commercializing innovative small molecules and antibody therapies based on the modulation of cellular protein levels as a novel treatment approach for cancer, inflammatory conditions, and other challenging diseases. The company was founded by John Kuriyan, Michael Rapé, and Arthur Weiss in 2009 and is headquartered in Brisbane, CA.

Nurix Therapeutics Inc

Nurix Therapeutics is surging as the community celebrates a major global collaboration with Roche to co-develop the oral BTK degrader bexobrutideg, a deal providing significant upfront cash and long-term milestone potential. Investors are actively discussing the de-risked financial outlook and the stock's massive market opportunity, with many viewing the partnership as strong external validation of the companys drug degradation platform.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is experiencing intense volatility as investors react to cooling sentiment in the AI and semiconductor sectors, fueling a sharp sell-off that has triggered widespread debate over whether this represents a long-term bubble or a temporary buying opportunity. Community discussions are highly polarized, with many traders debating the risks of leverage amid concerns over macroeconomic data and the potential for a broader market rotation.

The Campbell's Co. engages in the business of manufacturing and marketing food and beverage products. It operates under the Meals and Beverages, and Snacks segments. The Meals and Beverages segment includes soup, meals, and beverage products in retail and foodservice. The Snacks segment offers cookies, crackers, bakery, and frozen products. The company was founded by Joseph Campbell and Abraham Anderson in 1869 and is headquartered in Camden, NJ.

Campbells Co (The)

Campbell Soup Co.

Campbell Soup is attracting attention as it is removed from the S&P 500 while investors closely monitor its dividend sustainability and potential for a turnaround after recent earnings. The community is actively debating the stock's defensive value at multi-year lows, with many seeing it as a potential long-term play or a buyout candidate despite ongoing headwinds from weak consumer demand and sector-wide pressures.

Wolfspeed, Inc. is an innovator of wide bandgap semiconductors, focused on silicon carbide and gallium nitride (GaN) materials and devices for power and radiofrequency (RF) applications. Its product families include silicon carbide and GaN materials, power devices and RF devices, and its products are targeted for various applications such as electric vehicles, fast charging, 5G, renewable energy and storage, and aerospace and defense. The company was founded by Calvin H. Carter Jr., John W. Palmour, F. Neal Hunter, Eric Hunter, and John Edmond in 1987 and is headquartered in Durham, NC.

Wolfspeed Inc - Ordinary Shares (New)

Wolfspeed Inc

Wolfspeed is experiencing significant momentum and investor interest, fueled by a high short interest and anticipation surrounding its critical role in supplying silicon carbide technology for next-gen AI data center infrastructure. The community is actively debating the stock's potential for a major short squeeze, with many pointing to its limited float and strategic position in the power semiconductor supply chain as key drivers for long-term upside.

Occidental Petroleum Corp. engages in the exploration and production of oil and natural gas. It operates through the following segments: Oil and Gas, Chemical, and Midstream and Marketing. The Oil and Gas segment explores for, develops and produces oil and condensate, natural gas liquids, and natural gas. The Chemical segment manufactures and markets basic chemicals and vinyls. The Midstream and Marketing segment purchases, markets, gathers, processes, transports and stores oil, condensate, natural gas liquids, natural gas, carbon dioxide, and power. The company was founded in 1920 and is headquartered in Houston, TX.

Occidental Petroleum Corp.

Occidental Petroleum is drawing significant investor attention as ongoing geopolitical tensions in the Middle East and the volatility of the Strait of Hormuz keep oil prices elevated and speculative interest in energy sector volatility high. The community is actively debating the stock's potential for a breakout, with many investors weighing the impact of continued production discipline and potential supply shocks against the uncertainty surrounding government-led peace headlines.

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$GREE Bitcoin Miners are benefiting from AI&#39;s inability to just switch off their power. 
 
Pretty interesting perspective for miners that have not totally transitioned to AI yet. $RIOT, $CLSK, $BGDE, $GREE come to mind. 
https://finance.yahoo.com/markets/crypto/articles/why-bitcoin-miners-quietly-winning-212712692.html  
In the meantime, $BTC.X is moving up this morning

Neil

J R LIZOTTE

Biillys Here

The Iran war has pushed Brent crude roughly 30% above its pre-war level, the U.S. is signaling that AI data centers may get pushed off the public grid, and households across Europe and the U.S. are facing another round of power bill hikes. Inside that squeeze, Bitcoin miners are quietly coming out ...

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Why Bitcoin miners are quietly winning the energy fight, according to Bitkern's COO

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Greenidge Generation Holdings Inc

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Big Digital Energy, Inc.

 Bitcoin Miners are benefiting from AI's inability to just switch off their power. 
 
Pretty interesting perspective for miners that have not totally transitioned to AI yet. 