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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir shares are experiencing significant volatility following a now-deleted social media post from investor Michael Burry that sparked concerns regarding competitive threats from Anthropic. While the community is sharply divided between those fearing long-term moat erosion from AI-native agents and those viewing the sell-off as a temporary reaction driven by market fear, investors remain focused on how the company's enterprise and government data infrastructure will hold up against evolving AI competition.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is experiencing a notable stock re-rating driven by strong AWS growth, triple-digit year-over-year gains in its custom AI chip business, and expanding infrastructure investments, including a multibillion-dollar data center project in Mississippi. While some investors remain cautious due to broader macroeconomic pressures and short-term volatility, the community is actively debating the company's long-term potential as an AI infrastructure leader and its competitive positioning against other major tech players.

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 ($NOW) is currently facing intense selling pressure as investors grapple with concerns that AI agents could disrupt traditional enterprise software models, despite the company's efforts to integrate AI into its platform. While some market participants see a bargain opportunity at current levels and point to strong underlying fundamentals, others remain cautious, citing bearish technicals and the risk that AI tools may lower long-term demand for seat-based licensing models.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is currently trending as a prominent AI infrastructure play, driven by high investor conviction in its massive GPU-backed compute capacity and strategic partnerships with industry giants. The community is actively discussing its resilience amid geopolitical instability, weighing its aggressive expansion and contracted revenue against concerns over sector-wide volatility and potential short-term profit-taking.

iShares Trust - iShares Expanded Tech-Software Sector ETF

iShares Expanded Tech-Software Sector ETF

The iShares Expanded Tech-Software Sector ETF (IGV) is currently a focal point for investors as it navigates extreme volatility driven by shifting narratives around AI disruption versus enterprise productivity. While the sector has faced heavy pressure from short-selling and concerns that AI tools could cannibalize traditional SaaS subscriptions, the community is actively debating whether current valuation levels represent a generational buying opportunity or a structural shift that justifies sustained bearish sentiment.

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 seeing intense community debate as investors weigh the company's massive 1.4 GW data center capacity against concerns over potential share dilution and a lack of new contract announcements. While bulls view current sentiment as an undervalued entry point with significant long-term AI infrastructure potential, bears remain focused on execution risks and the ongoing pressure of its at-the-market offering.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflake is facing heightened volatility and intense bearish sentiment as market participants debate whether recent price declines represent a temporary shakeout or a structural repricing due to AI-driven software disruption. The community is sharply divided, with bulls pointing to robust long-term enterprise demand and major contract signings, while bears express concern over management changes, ongoing litigation, and potential threats from emerging AI agent platforms.

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 weigh news that foldable iPhone development remains on track for a fall debut, effectively neutralizing earlier reports of potential engineering delays. The market is also closely monitoring the company's role in a high-profile AI cybersecurity partnership while debating the broader implications of ongoing patent litigation in China.

Bittensor is an open-source protocol that powers a decentralized, blockchain-based machine learning network. Machine learning models train collaboratively and are rewarded in TAO according to the informational value they offer the collective. TAO also grants external access, allowing users to extract information from the network while tuning its activities to their needs.  Ultimately, BitTensors vision is to create a pure market for artificial intelligence, an incentivized arena in which consumers and producers of this valuable commodity can interact in a trustless, open and transparent context.  Bittensor enables:  -A novel, optimized strategy for the development and distribution of artificial intelligence technology by leveraging the possibilities of a distributed ledger. Specifically, its facilitation of open access/ownership, decentralized governance, and the ability to harness globally-distributed resources of computing power and innovation within an incentivized framework.  -An open-source repository of machine intelligence, accessible to anyone, anywhere, thus creating the conditions for open and permission-less innovation on a global internet scale.  -Distribution of rewards and network ownership to users in direct proportion to the value they have added.

Bittensor

Bittensor ($TAO) is trending as investors debate its role as the 'Bitcoin of AI,' with community sentiment divided between concerns over short-term volatility and conviction in its long-term decentralized AI infrastructure. While some users are actively accumulating during price dips, others are closely monitoring subnet performance and macro-economic signals, with many pointing to institutional interest as a primary driver for its potential market trajectory.

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 experiencing a massive rally driven by a surge of high-profile partnerships, including expanded AI infrastructure deals with Google and a high-stakes collaboration with Elon Musks Terafab project. The community is buzzing over this rapid re-pricing, with many debating whether the stock is finally shaking off its "sloth" reputation to become a long-term foundation for U.S. AI infrastructure.

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 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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$SMCI I urge all of you to read the indictment here: https://storage.courtlistener.com/recap/gov.uscourts.nysd.660027/gov.uscourts.nysd.660027.2.0.pdf 
 
Please read the indictment rather than relying on someone else’s interpretation — including mine. There is a lot of noise from uninformed people trying to profit from this who have not read a single line. Whether the predicted price drop happens tomorrow will ultimately depend on how smart money, market makers, and bondholders interpret this. Remember that. 
 
I continue to believe what many of us have said from day one: this is a great company, significantly undervalued, which unfortunately appears to have been under the influence of questionable individuals. Many people confuse the two. SMCI has real revenues and over 7,000 employees. The sad part is that the actions of one or more senior individuals may be undermining an otherwise solid business, including its expertise and relationships in Silicon Valley. 
 
Once you read the indictment, you will notice that, as alleged, this appears to be limited to Wally as the only executive involved. If others were involved, it is hard to believe that after two years of investigation they would not have been included. And to confirm what others have said, this does appear to link back to the 2024 DOJ investigation that followed the short seller report. So this is not new. What is new today is that we now have some clarity as to who the alleged bad actors were. 
 
As co-founder, board member, and SVP of Business Development, Wally’s role was to drive revenue. Company-1 became SMCI’s 11th largest customer globally, generating approximately $99.7 million in a single quarter. A co-founder and senior executive with stock and compensation tied to company performance had a strong personal financial incentive to keep those numbers growing. 
 
Ruei Tsang is described as the individual who initiated the scheme. Around 2024, he already had clients with Chinese end customers but could not sell to them directly due to export restrictions. He approached an executive at Company-1 (Individual-1) with the idea of using it as a pass-through, then introduced Individual-1 to Liaw, and the three of them agreed to move forward with the scheme. 
 
His operational role: 
 
He acted as the day-to-day operational hub of the conspiracy — directing purchase orders, coordinating logistics, communicating with Company-1 executives about shipment routing (e.g., advising whether to ship through Shenzhen or Hong Kong), and staying in regular contact regarding order volumes and timing. 
 
His deception activities included: 
 
Falsifying data center lease agreements 
 
Conspiring to block auditors from physically entering data center areas 
 
Arranging a “friendly” auditor for the October 2024 review 
 
Co-drafting false emails to the compliance team with Sun 
 
Helping stage dummy servers for the August 2025 audit 
 
Introducing additional brokers (Broker-3) into the network 
 
As alleged, Wally and Ruei went to great lengths to keep this hidden from Supermicro and its compliance functions — seemingly for their own personal gain. 
 
That’s all I have for now. Again, I encourage everyone to read the indictment directly rather than relying on secondhand interpretations.

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$SMCI I agree with you that this is still a good investment.  If anything what Charles did wrong is spelled out in what you wrote.  &quot;A co-founder and senior executive with stock and compensation tied to company performance had a strong personal financial incentive to keep those numbers growing. &quot;   To make him SVP of business development as well as those other roles was questionable because he not only had a strong personal incentive but also maybe creates too much opportunity...and temptation..to do what he did.  And its sad what he did. For himself, for the company, employees, shareholders. He&#39;s looking at 30 years now in prison at the end of a long and otherwise successful career. Rich and successful and he throws it all away on something like this which i call a lady with a hair dryer in a warehouse changing labels. And compromising national security. Even sadder is that this year the company has gone on to a LOT more revenues anyway. Anyways, gl to you and all recovering. :)

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$SMCI nobody gotta read a indictment to understand this. Price adjusts after these guys are clear 

“Largest institutional holders
Among the biggest institutional shareholders of SMCI as of recent filings are:
• The Vanguard Group, Inc. – often the single largest holder, with a stake well above 5–10% on many 13‑F‑based trackers.
• BlackRock, Inc. – including BlackRock‑managed ETFs and mutual funds, typically in the mid‑single‑digit‑percent range of SMCI shares.
• State Street Global Advisors / State Street Corp. – major custodian and index‑fund manager, usually in the low‑ to mid‑single‑digit‑percent ownership band.
• Geode Capital Management LLC – a quantitative‑focused manager that has significantly increased its SMCI position in recent quarters.
• FMR LLC (Fidelity) – through Fidelity‑branded mutual funds and ETFs.
• Coatue Management, L.L.C. – hedge‑fund‑style investor with a notable position in SMCI.[investing]
• UBS Asset Management AG and Disciplined Growth Investors, Inc. ….”

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Super Micro Computer Inc

 I urge all of you to read the indictment here: 

 
 
Please read the indictment rather than relying on someone else’s interpretation — including mine. There is a lot of noise from uninformed people trying to profit from this who have not read a single line. Whether the predicted price drop happens tomorrow will ultimately depend on how smart money, market makers, and bondholders interpret this. Remember that. 
 
I continue to believe what many of us have said from day one: this is a great company, significantly undervalued, which unfortunately appears to have been under the influence of questionable individuals. Many people confuse the two. SMCI has real revenues and over 7,000 employees. The sad part is that the actions of one or more senior individuals may be undermining an otherwise solid business, including its expertise and relationships in Silicon Valley. 
 
Once you read the indictment, you will notice that, as alleged, this appears to be limited to Wally as the only executive involved. If others were involved, it is hard to believe that after two years of investigation they would not have been included. And to confirm what others have said, this does appear to link back to the 2024 DOJ investigation that followed the short seller report. So this is not new. What is new today is that we now have some clarity as to who the alleged bad actors were. 
 
As co-founder, board member, and SVP of Business Development, Wally’s role was to drive revenue. Company-1 became SMCI’s 11th largest customer globally, generating approximately $99.7 million in a single quarter. A co-founder and senior executive with stock and compensation tied to company performance had a strong personal financial incentive to keep those numbers growing. 
 
Ruei Tsang is described as the individual who initiated the scheme. Around 2024, he already had clients with Chinese end customers but could not sell to them directly due to export restrictions. He approached an executive at Company-1 (Individual-1) with the idea of using it as a pass-through, then introduced Individual-1 to Liaw, and the three of them agreed to move forward with the scheme. 
 
His operational role: 
 
He acted as the day-to-day operational hub of the conspiracy — directing purchase orders, coordinating logistics, communicating with Company-1 executives about shipment routing (e.g., advising whether to ship through Shenzhen or Hong Kong), and staying in regular contact regarding order volumes and timing. 
 
His deception activities included: 
 
Falsifying data center lease agreements 
 
Conspiring to block auditors from physically entering data center areas 
 
Arranging a “friendly” auditor for the October 2024 review 
 
Co-drafting false emails to the compliance team with Sun 
 
Helping stage dummy servers for the August 2025 audit 
 
Introducing additional brokers (Broker-3) into the network 
 
As alleged, Wally and Ruei went to great lengths to keep this hidden from Supermicro and its compliance functions — seemingly for their own personal gain. 
 
That’s all I have for now. Again, I encourage everyone to read the indictment directly rather than relying on secondhand interpretations.

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Be Do Have

@Optee do you mind sharing how big your position is in smci? I&#39;m not wealthy enough to have it go to zero (or even below $20), so looking to someone who I&#39;ve seen post a bit and value your open for re-assurance on your position and not unloading it.

 do you mind sharing how big your position is in smci? I'm not wealthy enough to have it go to zero (or even below $20), so looking to someone who I've seen post a bit and value your open for re-assurance on your position and not unloading it.

Unassuming

@Optee I was gonna short but reading what you wrote made me re think the strategy. I actually did want a position in here around 26 like a couple of months ago but it didnt go that low. Not even sure why i was looking for 26 but that was my limit order.

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 I was gonna short but reading what you wrote made me re think the strategy. I actually did want a position in here around 26 like a couple of months ago but it didnt go that low. Not even sure why i was looking for 26 but that was my limit order.

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@TheMillionaireNextDoor I am not unloading it as it is nothing new to me. The price of $ 30 is well below FMV to begin with. We have known about this for some time. Now we know who the bad actors were and more details surrounding the scheme itself.

Martin McFadden

 I am not unloading it as it is nothing new to me. The price of $ 30 is well below FMV to begin with. We have known about this for some time. Now we know who the bad actors were and more details surrounding the scheme itself.

@newguy1219 The price is well below FMV at $30. It can dip more and rip fast. I don&#39;t think it is a safe short. If it was at $50+ that would be different.

skipjk

 The price is well below FMV at $30. It can dip more and rip fast. I don't think it is a safe short. If it was at $50+ that would be different.

Roberto Scolaro

@Optee Yea i could see this retracing back to 30s if the market overlooks everything since the company isnt officially charged w anything. May sit on the sidelines until it settles a bit. Panic selling can can create massive volatility just as panic buying.

 Yea i could see this retracing back to 30s if the market overlooks everything since the company isnt officially charged w anything. May sit on the sidelines until it settles a bit. Panic selling can can create massive volatility just as panic buying.

@newguy1219 we see what happens tomorrow. That’s all that matters now.

 we see what happens tomorrow. That’s all that matters now.

@Optee BIG MONEY AND INNSIDERS ARE DISTRIBUTING $NVDA  TO BTFD SINCE OCTOBER 30, 2025.  
 
NVDA broke down out of the parallel channel and then broke down out of bear flag #2 (confirmed yesterday). 
 
MACD and RSI support this. Pretend that NVDA of today is the NVDA of last year and BTFD if you want to. 
You&#39;ve been shredded YTD if you weren&#39;t fast on those volatile intr day swings during distribution that  likely has more room down.

 BIG MONEY AND INNSIDERS ARE DISTRIBUTING 

  TO BTFD SINCE OCTOBER 30, 2025.  
 
NVDA broke down out of the parallel channel and then broke down out of bear flag #2 (confirmed yesterday). 
 
MACD and RSI support this. Pretend that NVDA of today is the NVDA of last year and BTFD if you want to. 
You've been shredded YTD if you weren't fast on those volatile intr day swings during distribution that  likely has more room down.

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starlet

@starletistrading1 ok … 
the 3rd person is the broker and not an employee of smci….

 ok … 
the 3rd person is the broker and not an employee of smci….

@Optee @starletistrading1 you cannot smuggle servers worth multibillion dollars through 3 individuals only , I’m telling you more to come and stay away of this stock. It will become political

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 you cannot smuggle servers worth multibillion dollars through 3 individuals only , I’m telling you more to come and stay away of this stock. It will become political

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@Abi69 @starletistrading1 ok. Thanks for your input.

@Optee The most fraudulent company presently trading It should be in signal digits

Cubanitopepe2

 The most fraudulent company presently trading It should be in signal digits

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@Optee wont they delist this just to set an example?

 wont they delist this just to set an example?

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@Optee great company lmao, already got delisted in 2019 for accounting fraud.

 great company lmao, already got delisted in 2019 for accounting fraud.

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@Cubanitopepe2 Then go buy something else.  
Why are you here you moron?

 Then go buy something else.  
Why are you here you moron?

@Optee the only moron is you trying to call this a great company lol, delusional you are

 the only moron is you trying to call this a great company lol, delusional you are

@Optee 

$SMCI and Charles are NOT implicated in the case! 

$SMCI needs to hire law firm who handled $CDNS&#39; settlement to quickly get past this! Worst outcome $300-500 mil fine!

Similar cases under Trump DOJ: 

AMAT&#39;s case was announced Nov 17, 2023 and settled on Feb 11, 2026 
CDNS&#39;s case was announced April 2025 and settled on July 18 2025 

**Applied Materials** | 2026 | Illegal exports of semiconductor manufacturing equipment to China (SMIC). | **$252 Million** 
**Cadence Design Systems** | 2025 | Unlawfully exporting semiconductor design software to a restricted PRC military university. | **$140 Million** 

Both $AMAT and $CDNS dropped but quickly recovered in the weeks of DOJ announcent and have since recovered even higher!

Cadence Design Systems, Inc.

Applied Materials Inc.

 and Charles are NOT implicated in the case! 



' settlement to quickly get past this! Worst outcome $300-500 mil fine!

Similar cases under Trump DOJ: 

AMAT's case was announced Nov 17, 2023 and settled on Feb 11, 2026 
CDNS's case was announced April 2025 and settled on July 18 2025 

**Applied Materials** | 2026 | Illegal exports of semiconductor manufacturing equipment to China (SMIC). | **$252 Million** 
**Cadence Design Systems** | 2025 | Unlawfully exporting semiconductor design software to a restricted PRC military university. | **$140 Million** 

Both 

 dropped but quickly recovered in the weeks of DOJ announcent and have since recovered even higher!

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Garyster Wynn

@Optee how much money did you think Wally made off the black market and could SMCI and FBI sue to get those money back?

 how much money did you think Wally made off the black market and could SMCI and FBI sue to get those money back?