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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), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), 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 NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. 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 experiencing a significant sell-off after providing cautious revenue guidance for the upcoming quarter, despite beating previous earnings estimates. This has led to widespread debate, with many viewing the stock as overvalued and lacking immediate growth catalysts, while others see the sharp dip as a compelling buying opportunity, emphasizing its strategic national importance and future foundry potential.

Q/C Technologies, Inc. operates as a clinical-stage pharmaceutical company, which engages in the development of drug products to extend healthy lifespan. It focuses on developing two novel therapeutic platforms, MyMD-1 and SUPERA-CBD, which aim to treat the causes of disease rather than just addressing the symptoms. MyMD-1 is a clinical-stage small molecule that regulates the immune system to control TNF-a, which drives chronic inflammation, and other pro-inflammatory cytokines. SUPERA-CBD is a synthetic derivative of cannabidiol being developed to treat conditions such as epilepsy, chronic pain, depression, as well as neuroinflammatory and neurodegenerative diseases. The company was founded in 1989 and is headquartered in New York, NY.

Q/C Technologies Inc.

Q/C Technologies Inc. (QCLS) is actively trending amid excitement over its strategic positioning in cutting-edge quantum-class computing and photonic technology, bolstered by the recent appointment of an OpenAI AI systems leader to its board. Community discussions highlight strong belief in the company's potential, with many anticipating significant upside due to its perceived undervaluation and growing calls for a short squeeze. Investors are closely monitoring price action, navigating persistent market manipulation concerns while noting the high short interest.

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 is experiencing extreme volatility and intense debate ahead of its upcoming earnings report, driven by an AI-fueled memory shortage narrative. Bulls are confidently buying dips, anticipating further upside, while bears vociferously warn of an unsustainable "bull trap" due to its parabolic rise and perceived overvaluation.

Altimmune, Inc. is a clinical stage biopharmaceutical company, which focuses on the development of novel peptide-based therapeutics for the treatment of obesity and liver diseases. The company's lead product candidate, pemvidutide, is a GLP-1/glucagon dual receptor agonist that is being developed for the treatment of obesity and NASH. In addition, Altimmune is developing HepTcell, an immunotherapeutic designed to achieve a functional cure for chronic hepatitis B. The company was founded in 1997 and is headquartered in Gaithersburg, MD.

Altimmune Inc

Altimmune is seeing intense community discussion and significant price action, with many highlighting its Breakthrough Therapy Designation for Pemvidutide as a 'best in class' MASH and obesity drug with strong buyout potential. This surge is further fueled by discussions around the stock's undervaluation compared to peers and potential for a short squeeze, even as some skeptics label the rally a 'pump and dump' lacking new fundamental catalysts.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is trending after the US updated deep-sea mining regulations, enabling the company to file a consolidated application that significantly expands its exploration territory. The community is highly bullish, anticipating rapid permit approval and future production as a critical move for national security and reducing reliance on foreign mineral supply chains. Many expect substantial upside and a potential short squeeze, driven by perceived government backing and the urgency to secure essential resources for industries like EVs.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is trending after breaking ground on its substantial Delta Forge 1 AI factory campus, widely interpreted by the community as a strong signal of an imminent hyperscaler lease agreement. While many investors are bullish and anticipate a significant surge in valuation as the company expands its AI infrastructure, others point to perceived market manipulation by shorts aiming to acquire shares at lower 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 currently trending with strong anticipation for significant news ahead of its upcoming earnings, as the community speculates about new, large-scale AI infrastructure deals that could solidify its pivot from Bitcoin mining. Traders are actively discussing the stock's remarkable resilience and 'unreal strength,' with many looking for breakout opportunities and short squeezes, believing that any dips represent a chance to load up before a potential major upward move.

Movano, Inc. is a health-focused technology company. The firm uses non-invasive technology to enable individuals and their healthcare partners to measure and manage their health conditions. It offers solutions through the app, the cloud, the wearable, and the sensor. The company was founded by Michael Aaron Leabman in January 2018 and is headquartered in Pleasanton, CA.

Movano Inc

Movano (MOVE) is trending as its merger partner, Corvex, secured a long-term NVIDIA H200 GPU deployment to scale AI infrastructure, igniting speculative interest. The community is heavily focused on MOVE's ultra-low float, anticipating a significant short squeeze, and actively debating its potential for further volatile price action amidst the AI narrative.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is generating significant conversation among investors, many of whom are keenly awaiting updates on new AI/HPC data center contracts amid perceived silence from management. While some express frustration over market manipulation and the stock's lagging performance compared to peers, others remain bullish, citing its strong position in the growing AI infrastructure sector and anticipating a potential short squeeze. The debate centers on whether the company can capitalize on its strategic alliances and overcome current market skepticism.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is trending as its stock faces pressure following the recent delay of the "Clarity Act" crypto bill, primarily due to CEO Brian Armstrong's withdrawal of support over disagreements on stablecoin yield provisions. The community is sharply divided, with many expressing frustration over the stock's recent underperformance compared to broader crypto movements, while others view the current dip as a long-term buying opportunity amidst ongoing regulatory uncertainty.

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

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Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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https://x.com/semicorporate/status/2005711191788937405?s=46

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Kevin C.

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Semi Corporate 🤷🏻‍♂️ on X (formerly Twitter): "2026 should be massive for @FirstPhosphate ! $PHOS.c $FRSPF @RKEquityRocks @MiningStockEdu https://t.co/cxZoSmTwFS / X"