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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

Apple is trending as investors rotate into the mega-cap tech giant, viewing it as a safe-haven asset amidst a broader market pullback in AI and semiconductor stocks. While community sentiment is deeply divided between those betting on continued momentum driven by product cycles and institutional buying, others are expressing concern over the stock's valuation, lack of recent innovation, and the potential for a reversal due to perceived market manipulation.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is experiencing heightened volatility and selling pressure as investors grapple with technical breakdowns and geopolitical uncertainty surrounding Iran. The community is actively debating the sustainability of the AI trade, expressing concerns over potential market manipulation through algorithmic trading and high-frequency news feeds while closely monitoring support levels near 700.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

The S&P 500 is facing significant downward pressure as market participants react to intensifying geopolitical conflicts in the Middle East and concerns over escalating trade tensions with China. Investors are actively debating the potential for a deeper market correction, with high levels of fear and uncertainty surrounding the impact of these geopolitical developments on overall economic stability.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is facing increased selling pressure after providing forward revenue guidance that missed analyst expectations, fueling concerns about cooling growth. The community is sharply divided, with bulls pointing to the company's record share repurchases and long-term potential, while bears focus on content sentiment, price hikes, and an emerging narrative that the business model is maturing.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is facing a sharp sell-off as investors weigh concerns over sector-wide data center moratoriums, heavy insider selling, and potential capital expenditure exhaustion across the AI industry. Despite the bearish sentiment and recent technical breakdown, proponents of the stock remain focused on the company's massive long-term revenue backlog and its strategic positioning as a critical infrastructure provider in the expanding AI ecosystem.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is facing significant volatility as investors weigh the promise of advanced nuclear energy against concerns over zero commercial revenue and consistent insider selling. While the community remains divided, sentiment is currently driven by anticipation of key operational milestones, such as reactor criticality and new isotope contracts, which many hope will act as a major catalyst for a rebound.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. 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 facing intense volatility as the broader semiconductor sector experiences a sharp sell-off, fueled by investor fears over potential U.S. trade restrictions on Chinese memory chips and broader cyclical concerns. The community remains deeply divided, with many long-term bulls highlighting strong fundamental demand and the potential for a technical rebound, while vocal bears argue that the recent AI-driven rally was overextended and ripe for a correction.

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 Corp is currently experiencing intense selling pressure as investors rotate out of previously high-flying semiconductor and AI-linked stocks, triggering significant volatility and community debate over whether the memory cycle has peaked. While some market participants view the rapid drawdown as a major buying opportunity due to strong underlying earnings fundamentals, others remain cautious, fearing further downside and questioning if the AI bubble is finally bursting.

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 experiencing a sharp sell-off amid investor concerns over its massive capital expenditure, AI infrastructure debt, and the heavy concentration of contracted backlog in speculative projects. Community sentiment is deeply divided, with bearish voices citing potential bankruptcy and dilution risks, while bulls argue the extreme price correction represents a generational buying opportunity for a firm with significant enterprise data dominance and long-term cloud potential.

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 seeing heightened community discussion as traders debate whether current price levels represent a bottoming accumulation phase or a trap, fueled by heavy speculative interest and conflicting narratives about the company's path toward mass production. Investors are closely monitoring the stock's performance relative to broader AI infrastructure trends, with many calling for tangible commercial progress to validate the company's valuation.

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$GSM Couple items. 1. GSM is at it&#39;s lowest point atm and a great entry point for anyone looking for a 3-4x return within a year. 2. The portfolio of products is competitive and all the end markets are growing from semiconductors to EV to solar to energy. 3. Company doesn&#39;t market itself well.  Take a second to compare GSM to Elkem websites. GSM is pretty trashy. What does GSM make happen? Website is there for the customers, not investors. I would be happy if the site was there to grow revenue numbers not to sell the stock. 4. The regulatory frameworks are going to boost the company percentage of the raw materials market.

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Fortune Booster

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Ferroglobe Plc

 Couple items. 1. GSM is at it's lowest point atm and a great entry point for anyone looking for a 3-4x return within a year. 2. The portfolio of products is competitive and all the end markets are growing from semiconductors to EV to solar to energy. 3. Company doesn't market itself well.  Take a second to compare GSM to Elkem websites. GSM is pretty trashy. What does GSM make happen? Website is there for the customers, not investors. I would be happy if the site was there to grow revenue numbers not to sell the stock. 4. The regulatory frameworks are going to boost the company percentage of the raw materials market.

@FortuneBooster my main question is- when will pricing finally start rebounding ? Pricing has been terrible for years now and I don’t know if demand will be strong enough to get us out of this trough. We have some safeguards but when will they start making an impact. This stock has been exhausting since 2022…

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 my main question is- when will pricing finally start rebounding ? Pricing has been terrible for years now and I don’t know if demand will be strong enough to get us out of this trough. We have some safeguards but when will they start making an impact. This stock has been exhausting since 2022…

Blake

@Bdorris2 The hard truth for the price on silicon is that it&#39;s not going to come up much unless there is intervention. Most of the cheap stuff is coming from China because their building industry collapsed. Housing is insanely cheap there and it&#39;s not worth building more so they have a materials surplus. It should be a couple years before the prices rebound on silicon. Mn and some of the Si based alloys will grow.

 The hard truth for the price on silicon is that it's not going to come up much unless there is intervention. Most of the cheap stuff is coming from China because their building industry collapsed. Housing is insanely cheap there and it's not worth building more so they have a materials surplus. It should be a couple years before the prices rebound on silicon. Mn and some of the Si based alloys will grow.