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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.

Oracles planned stock and bond offerings to fund its AI infrastructure buildout have triggered a sharp selloff, with traders focused on shareholder dilution, rising debt and whether the spending will generate returns. Some argue the financing was already disclosed and supports future growth, while skeptics see it as a sign of financial strain.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells announced all-stock acquisition of Lumentum is the dominant topic, with traders concerned about shareholder dilution, the deals cost and long wait until closing. Some see the combination of Marvells connectivity chips and Lumentums optical technology as a strategic AI data-center opportunity, but the prevailing reaction is negative amid the share-price decline.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Marvells agreed all-stock acquisition of Lumentum is the dominant focus, with investors debating its long closing timeline and fixed share exchange. Many LITE holders say the headline premium is not guaranteed because the deals value tracks Marvells share price, while others see strategic value in combining their AI-data-center connectivity businesses.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

A steep selloff is being tied to disappointing quarterly results and concerns about debt, dilution, and the slow ramp of AI/HPC revenue as Cipher shifts from bitcoin mining to data centers. Bulls point to contracted hyperscaler leases and operational progress, while skeptics question whether those commitments will translate into cash flow quickly enough.

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

Marvells announced Lumentum acquisition has fueled debate over what optical-sector consolidation means for POET: some traders see it as validation of photonics demand and an opening for an independent supplier, while others worry about stronger competition or tighter component access. The discussion also reflects skepticism that POET can turn its technology and Foxconn-related visibility into scaled shipments, with traders looking to company updates for proof of execution.

Axsome Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which engages in the development of novel therapies for the management of central nervous system disorders. Its portfolio consists of Products Overview and Pipeline Overview. The Products Overview includes Auvelity and Sunosi. The Pipeline Overview refers to AXS-05, AXS-07, AXS-12, and AXS-14. The company was founded by Herriot Tabuteau on January 12, 2012 and is headquartered in New York, NY.

Axsome Therapeutics Inc

Axsomes quarterly results topped expectations with strong product growth and narrowing losses, yet the shares fell sharply as investors focused on the lack of quantified guidance, elevated expenses and uncertainty over when the company will reach cash-flow profitability. Traders are divided between calling the selloff an overreaction to a strong report and seeing it as a sign that growth and operating leverage remain uncertain.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras shares are under pressure amid a Culper Research short report alleging that its wafer-scale processors may have short field lives and costly operating drawbacks; the claims are disputed and have not been established as fact. Traders are also focused on newly unlocked shares as potential selling supply, while bulls argue the report is conflicted and point to major cloud partnerships as a counterweight.

Fluence Energy, Inc. engages in energy storage products and services, and artificial intelligence-enabled digital applications for renewables and storage. Its storage includes Smartstack, Gridstack Pro, Grisdtack, and Ultrastack. The company was founded on June 21, 2021, and is headquartered in Arlington, VA.

Fluence Energy Inc - Ordinary Shares - Class A

Fluences repeated FY2026 guidance reduction, driven by Houston manufacturing delays that are holding up deliveries and backlog conversion, has intensified concerns about execution and management credibility. Some traders see the selloff and heavy short interest as a rebound opportunity, while skeptics argue that strong energy-storage demand cannot offset persistent operational and margin problems.

Precigen, Inc. is a biotechnology company, which engages in the research and development of synthetic biology technologies. It operates through the Biopharmaceuticals and Exemplar segments. The company was founded by Thomas David Reed in 1998 and is headquartered in Germantown, MD.

Precigen Inc

Inovios FDA approval of a competing treatment for recurrent respiratory papillomatosis has raised concerns about pressure on Precigens PAPZIMEOS and driven a sharp selloff. Traders debate whether the rivals dosing protocol gives it an edge or whether PAPZIMEOS can retain an advantage through its commercial head start, payer access and full-approval status.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

UBSs upgrade of Rivian to Buy, citing an opportunity after the selloff ahead of the R2 ramp and potential margin improvement, is driving attention. Traders largely welcome the upgrade as support for a rebound, while others remain cautious about cash burn and whether the gains can hold.

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$SMCI this stock now based on growth and valuation should be a minimum of $50 now; this is why it has gone up since Friday’s unwarranted drop; it’s a $50 stock that went below $20 because of companies like Goldman Sachs, JP Morgan, Hedgefunds, Lamestream News and the retarded retail short bears. If you’re in this stock now, continue to hold and add  through earnings  on May 6th because I feel they will be solid.

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Super Micro Computer Inc

 this stock now based on growth and valuation should be a minimum of $50 now; this is why it has gone up since Friday’s unwarranted drop; it’s a $50 stock that went below $20 because of companies like Goldman Sachs, JP Morgan, Hedgefunds, Lamestream News and the retarded retail short bears. If you’re in this stock now, continue to hold and add  through earnings  on May 6th because I feel they will be solid.

Tony Maroni

@Maddog64 agreed; literally that simple; fully expect $60 before July 1st.

 agreed; literally that simple; fully expect $60 before July 1st.