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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 surging following an earnings report that highlighted strong data center growth and optimism regarding AI infrastructure demand, driving significant retail and institutional buzz. While the community is actively debating the sustainability of this rapid upward momentum, many are focused on the stock's role as a major player in the evolving AI compute cycle.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is currently experiencing significant market divergence, with shareholders expressing frustration as the stock trades sideways while other semiconductor names rally. Community sentiment remains focused on the upcoming earnings call and a potential breakout, despite concerns over short-term price pinning and sector rotation.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is seeing intense buying momentum driven by structural AI demand and a persistent shortage of high-bandwidth memory (HBM). The community is actively debating the stock's long-term valuation relative to its rapid EPS growth, with many investors comparing its current trajectory to previous semiconductor market leaders.

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 surging afterhours as a significant improvement in gross margins and strong earnings per share overshadowed a top-line revenue miss, fueling intense speculation of a major short squeeze. The community is actively debating the company's valuation relative to its peers and the strength of the AI infrastructure demand, with many expressing relief that the focus has shifted back to profitability.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is trending as investors weigh its aggressive Bitcoin accumulation strategy against a Q1 loss that missed estimates due to unrealized digital asset fluctuations. The community remains polarized, with bulls focused on long-term institutional BTC adoption while bears express skepticism over dilution and the company's heavy reliance on Bitcoin's market performance.

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 seeing explosive, parabolic growth fueled by massive demand for AI memory infrastructure and a severe structural shortage of NAND and DRAM chips. While long-term investors celebrate the historic rally, the community is actively debating whether the stock is undergoing an inevitable late-stage climax or if a deeper cyclical re-rating is still in its early innings.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is currently trending due to intense community speculation regarding upcoming regulatory catalysts, including a potential FDA decision on the sBLA and imminent updates from major global markets like Japan and Saudi Arabia. Investors are closely monitoring the CEO's uncharacteristic silence ahead of earnings, interpreting it as a strategic move while focusing on the stock's high short interest as a setup for a potential squeeze.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is facing intense volatility as the community remains deeply divided over the company's production execution, ongoing cash burn, and the impact of recent capital raises. While some investors point to strong backing from the PIF and potential growth from new partnerships, others are heavily focused on the stock's recent downtrend and the risk of further dilution, fueling a heated debate between those calling for a short squeeze and those anticipating further downside.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X Shares

Semiconductor bears are feeling the intense pressure of a relentless, momentum-driven bull market that continues to ignore geopolitical risks and valuation concerns, leaving investors torn between capitulation and holding out for a long-awaited reversal. The community is actively debating the sustainability of the current melt-up, with many traders frustrated by consistent after-hours rallies and a persistent disconnect between sector earnings and price action.

Digi Power X, Inc. is a block chain technology company, which engages in crypto currency mining. It focuses on validation through mining, hosting solutions, and blockchain software solutions. It operates through the following segments: Cryptocurrency Mining, Sales of Energy and Electricity, and Colocation Services. The company was founded on February 18, 2017, and is headquartered in Miami, FL.

Digi Power X Inc. - Ordinary Shares (Sub voting)

Digi Power X is surging as the community reacts to a multi-billion dollar master services agreement with AI infrastructure firm Cerebras, fueling excitement for the upcoming IPO and potential for long-term re-rating. Bulls are actively advocating for holding through volatility, viewing the deal as a major validation of the company's data center capacity, while discussions frequently highlight ongoing short interest and the strategic importance of this new partnership for future growth.

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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

Bajaj Finance Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

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Day 67 
 
UAE says it was targeted by “missile &amp; drone attacks originating from Iran” for the 2nd consecutive day - One drone attack set off a “large” fire at the Fujairah Oil Industry Zone &amp; wounded 3 Indian nationals - the refinery exports more than 1.7Mbpd of crude oil &amp; refined fuels, about 1.7% of daily world demand 
 
Iran also attacked an empty crude oil tanker belonging to the Abu Dhabi state oil firm as it attempted to pass through the Strait of Hormuz 
 
British military reported 2 cargo vessels on fire off the UAE 
 
Israeli forces launch raids and artillery shelling in southern Lebanon. Since &quot;ceasefire&quot; took effect at noon on Oct 10, near daily Israeli attacks have killed at least 834 Palestinians &amp; injured 2365. Since the war began, 72615 Palestinians have been killed &amp; thousands more uncounted. At least 1726468 have been injured 
 
Yesterday, US CENTCOM had claimed it sank at least 6 small Iranian boats in the Strait of Hormuz during Trump’s new “Operation Freedom” 
 
Japan has taken delivery of its first stockpile of oil from Russia 
 
President Trump: Iranian economy “has been crushed” &amp; said &quot;I hope it fails. Is that you know why? Because I want to win&quot; adding &quot;I also thought oil would go up to 200, 250, maybe 300, &amp; I know it would be short term, but I thought it would go. I look today it’s like at 102 &amp; that’s a very small price to pay for getting rid of a nuclear weapon from people that are really mentally deranged&quot; 
 
$XLE $VLO $CVX $XOM $LNG

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Energy Select Sector SPDR Fund

Valero Energy Corp.

Chevron Corp.

Exxon Mobil Corp

Cheniere Energy Inc.

Day 67 
 
UAE says it was targeted by “missile & drone attacks originating from Iran” for the 2nd consecutive day - One drone attack set off a “large” fire at the Fujairah Oil Industry Zone & wounded 3 Indian nationals - the refinery exports more than 1.7Mbpd of crude oil & refined fuels, about 1.7% of daily world demand 
 
Iran also attacked an empty crude oil tanker belonging to the Abu Dhabi state oil firm as it attempted to pass through the Strait of Hormuz 
 
British military reported 2 cargo vessels on fire off the UAE 
 
Israeli forces launch raids and artillery shelling in southern Lebanon. Since "ceasefire" took effect at noon on Oct 10, near daily Israeli attacks have killed at least 834 Palestinians & injured 2365. Since the war began, 72615 Palestinians have been killed & thousands more uncounted. At least 1726468 have been injured 
 
Yesterday, US CENTCOM had claimed it sank at least 6 small Iranian boats in the Strait of Hormuz during Trump’s new “Operation Freedom” 
 
Japan has taken delivery of its first stockpile of oil from Russia 
 
President Trump: Iranian economy “has been crushed” & said "I hope it fails. Is that you know why? Because I want to win" adding "I also thought oil would go up to 200, 250, maybe 300, & I know it would be short term, but I thought it would go. I look today it’s like at 102 & that’s a very small price to pay for getting rid of a nuclear weapon from people that are really mentally deranged" 
 


Ro Patel

@Ro_Patel meanwhile markets going for another all time high because who needs oil when you got ai... Wait ... What&#39;s for dinner today? Can i eat ai?

Mt Va

 meanwhile markets going for another all time high because who needs oil when you got ai... Wait ... What's for dinner today? Can i eat ai?