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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 experiencing a historic selloff as investors react to a preliminary earnings warning and a management admission that they underestimated a shift in enterprise capital spending toward AI hardware. The market is aggressively rotating funds out of legacy software and consulting services and into AI infrastructure plays, fueling intense debate among the community regarding whether this marks a fundamental sector reset or a temporary overreaction.

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 facing significant downward pressure as investors reprice its massive AI infrastructure investments and debt load, fueled by institutional concerns over the long-term viability of key partnerships. The stock's sharp decline has triggered intense community debate, with bulls viewing the volatility as a generational buying opportunity while bears point to technical breakdowns and execution risks.

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 is trending following a massive 20-year, 6.6 billion dollar data center lease deal in Georgia, which also grants the tenant exclusivity over the company's entire Texas portfolio. While the market reacts to this significant infrastructure shift and strong contract revenue, investors are actively debating the potential for a short squeeze and speculating on the identity of the unnamed hyperscale technology partner.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is experiencing high volatility as investors weigh broader sector concerns over enterprise AI spending against the company's strong long-term fundamentals. The community is actively debating whether recent price swings are a temporary overreaction to peer earnings or a fundamental shift, with many long-term holders using the weakness to accumulate shares ahead of upcoming earnings.

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SPY is experiencing heightened volatility as traders weigh a cooler-than-expected CPI print against escalating tensions in the Strait of Hormuz and rising oil prices. Community sentiment is deeply polarized, with active debates centered on whether recent data is manipulated, the sustainability of the current rally, and the impact of upcoming Fed commentary.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics is gaining momentum as investors react to the company's aggressive manufacturing expansion in Texas, designed to scale 800G and 1.6T optical transceivers for the AI data center boom. While some community members remain cautious about recent volatility and customer concentration, many are actively discussing the stock's potential for a significant recovery driven by hyperscaler demand and rumors of potential new partnerships in the optical infrastructure sector.

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. The firm focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 and is headquartered in New York, NY.

JPMorgan Chase & Co.

JPMorgan Chase & Co

JPMorgan Chase is trending as investors digest record-breaking Q2 earnings and analyze Jamie Dimons cautious macro outlook regarding inflation and geopolitical risks. Community sentiment remains split between excitement over the bank's massive trading and investment banking performance and frustration over the stock's muted market reaction despite the earnings beat.

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

AMD is trending as investors react to bullish analyst target revisions and growing institutional demand for its AI data center and custom silicon solutions. The community is actively debating the stock's valuation, with many discussing potential price catalysts while others remain skeptical about the sustainability of the current AI-driven rally.

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management (GWIM), Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The GWIM segment focuses on solutions to meet clients’ needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other. The company was founded by Amadeo Peter Giannini in 1904 and is headquartered in Charlotte, NC.

Bank Of America Corp.

Bank of America Corp

Bank of America is trending as investors digest the bank's strong earnings results, which beat market expectations despite recent volatility and broader financial sector concerns. While some in the community are focused on bullish technical signals and capital returns, others are expressing caution, debating the bank's long-term reliance on trading revenue and potential exposure to economic headwinds.

The Goldman Sachs Group, Inc. engages in the provision of financial services. It operates through the following business segments: Global Banking and Markets, Asset and Wealth Management, and Platform Solutions. The Global Banking and Markets segment includes investment banking, global investments, and equity and debt investments. The Asset and Wealth Management segment relates to the direct-to-consumer banking business which includes lending, deposit-taking, and investing. The Platform Solutions segment includes consumer platforms such as partnerships offering credit cards and point-of-sale financing, and transaction banking. The company was founded by Marcus Goldman in 1869 and is headquartered in New York, NY.

Goldman Sachs Group, Inc.

Goldman Sachs is trending due to record-breaking financial performance in the latest quarter, driven by a surge in investment banking fees and equity trading activity. The community is actively discussing the firm's central role in upcoming mega-IPOs and its strategic shift toward fueling global AI infrastructure spending.

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$DRAM $KMEM $DISK $DRMP    Let&#39;s not panic.  If we have conviction that HBM is a good investment, then we need to hold for the long term.  I asked the Brave browser AI what the forward-looking P/E ratios are for Micron, Samsung, and SK Hynix and got back &quot;9.44x - 16.8x&quot;, &quot;5.9x to 8.1x,&quot; and &quot;6.0x to 9.2x&quot;, respectively.   
 
That seems extremely cheap for profitable tech stocks.  Heck, Walmart and Costco are trading at forward P/E&#39;s of &quot;41.5-43.4&quot; and &quot;48.7-51.1&quot; according to the Brave browser AI. 
 
I feel butthurt that I&#39;ll lose thousands of dollars of unrealized money today, but if those forward P/E ratios are true, then I have conviction for price appreciation over the next two years.  I&#39;m still holding out hope for DRMP and the upcoming DRMY to become the next $CHPY &#39;s.

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    Let's not panic.  If we have conviction that HBM is a good investment, then we need to hold for the long term.  I asked the Brave browser AI what the forward-looking P/E ratios are for Micron, Samsung, and SK Hynix and got back "9.44x - 16.8x", "5.9x to 8.1x," and "6.0x to 9.2x", respectively.   
 
That seems extremely cheap for profitable tech stocks.  Heck, Walmart and Costco are trading at forward P/E's of "41.5-43.4" and "48.7-51.1" according to the Brave browser AI. 
 
I feel butthurt that I'll lose thousands of dollars of unrealized money today, but if those forward P/E ratios are true, then I have conviction for price appreciation over the next two years.  I'm still holding out hope for DRMP and the upcoming DRMY to become the next 