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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is facing a sharp sell-off following the unsealing of a federal indictment charging a co-founder and two other associates with a multi-year conspiracy to smuggle restricted high-performance AI hardware to China. While the company stated it is cooperating with authorities and was not named as a defendant, investors are heavily debating whether the firm's deep-rooted governance issues and reliance on a high-risk client base justify a complete loss of confidence.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is facing intensified selling pressure as investors scrutinize its AI-driven capital expenditures and ongoing contract disputes regarding its OpenAI partnership. Community discourse is heavily polarized, with many retail traders expressing deep frustration over the stock's significant underperformance compared to the broader tech sector, while institutional-focused analysts continue to debate whether the current valuation represents a structural floor or a value trap.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is facing intensified selling pressure driven by a combination of regulatory headwinds regarding the safety of its Full Self-Driving technology and broader market concerns over the company's valuation versus its core EV business. The community remains deeply divided, with bulls pointing to long-term potential in robotics and autonomous systems, while bears highlight declining sales, mounting competition, and the risks associated with the stock's sensitivity to macroeconomic and geopolitical instability.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs is currently trending as investors react to a significant earnings beat and a strong financial outlook, with the companys pivot toward AI-integrated satellite demand and government contracts fueling optimism. The community is actively debating the stock's future trajectory, with many pointing to its strategic importance in national security and its potential to mirror the growth seen in other high-profile aerospace names.

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

The Fundrise Innovation Fund is experiencing significant volatility and trading at a substantial premium to its reported net asset value following its recent debut on the NYSE. The community is heavily focused on the limited tradable float caused by a six-month lock-up period on existing shareholder shares, leading to intense speculation regarding potential price swings and the fund's exposure to high-profile private AI companies like Anthropic and SpaceX.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXTI is experiencing massive volatility and elevated trading volume as retail and institutional investors debate its role in the AI-driven optics bottleneck, despite concerns from short-sellers regarding its financials and high valuation relative to revenue. The stock remains a major talking point for those monitoring the semiconductor supply chain, with the community split between betting on a massive breakout due to its market niche and fearing an inevitable rug pull driven by insider selling and lack of consistent profitability.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is currently trending as investors debate the impact of Super Micro's recent legal troubles, with many market participants viewing the potential disruption to a major competitor as a tailwind that could drive increased server and infrastructure demand toward Dell and HP Enterprise. While the community remains divided over Dell's valuation and the influence of analyst coverage, bullish sentiment is heavily focused on the companys role in the ongoing AI data center build-out and its record-setting server backlog.

FedEx Corp. is a holding company, which engages in the provision of transportation, e-commerce, business services, and business solutions. It operates through the following segments: FedEx Express, FedEx Freight, Corporate, Other, and Eliminations. The FedEx Express segment offers transportation and delivery services. The FedEx Freight segment refers to freight transportation services to business and residences. The FedEx Services segment includes sales, marketing, information technology, communications, customer service, technical support, billing and collection services, and certain back-office functions that support the company's operating segments. The Corporate, Other, and Eliminations segment is involved in the corporate headquarters costs for executive officers and certain legal and finance functions, as well as certain other costs and credits not attributed to the firm's core business. The company was founded by Frederick Wallace Smith on June 18, 1971, and is headquartered in Memphis, TN.

Fedex Corp

FedEx is trending as investors react to a strong quarterly beat and a raised fiscal outlook, signaling confidence in the company's transformation efforts and cost-efficiency gains. The community is actively debating the sustainability of this momentum, weighing the company's operational improvements against broader market concerns like fuel prices and geopolitical risks.

XPeng, Inc. engages in the design, development, manufacture, and marketing of smart electric vehicles. Its products are environmentally friendly vehicles, namely an SUV (the G3) and a four-door sports sedan (the P7). It also provides a range of services to the clients, including supercharging service, maintenance service, ride-hailing service and vehicle leasing service. The company was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

XPeng Inc - ADR

XPeng is currently in the spotlight as investors debate the company's aggressive delivery targets for 2026, which include the launch of four new SUV models and a significant push into European markets. The community is heavily split, with some praising its rapid innovation in autonomous driving and physical AI, while others express frustration over the stock's recent volatility and the potential impact of evolving trade policies.

Tidal Trust II - Defiance Daily Target 2x Long SMCI ETF

Defiance Daily Target 2X Long SMCI ETF

Investors are actively debating the viability of holding the 2X leveraged SMCI ETF, as ongoing price stagnation and volatility have led to significant losses and concerns about long-term decay. Community members are split between capitalizing on short-term swing opportunities and lamenting heavy losses from previous positions, particularly following reports of potential regulatory challenges and negative news impacting the underlying stock.

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$DELL This is likely going to do well from
The SMCI issues.

Steve Wilson

David

Flying Kiwi

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 This is likely going to do well from
The SMCI issues.

Daniel Baker

@PuraVida58 my thoughts as well.  But price is already elevated- hard to enter here.  May sell some CDP around $130

 my thoughts as well.  But price is already elevated- hard to enter here.  May sell some CDP around $130