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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), 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

Intels sharp selloff followed a weaker-than-expected fourth-quarter outlook despite a quarterly beat, with PC weakness, manufacturing constraints and analyst downgrades weighing on sentiment. Traders are divided between calling the drop an overreaction and buying the dip versus expecting further losses and questioning the turnaround.

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

Amazons quarterly results missed expectations and its heavy AI infrastructure spending drove free cash flow sharply negative, prompting a selloff despite accelerating AWS growth. Traders are divided over whether AWS momentum makes the drop an overreaction or whether uncertain returns on rising capex justify caution; many discussed dip-buying as shares rebounded.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddits weaker fourth-quarter outlook, slowing user growth and declining Google search referrals are driving the selloff despite a quarterly earnings beat; plans to test a logged-in experience add to concerns about traffic and ad growth. Traders are divided between calling the drop an overreaction and buying the dip, and arguing that search losses and login barriers threaten Reddits growth.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

A reported major Binance security breach is dominating discussion around Bitcoins decline, with traders worried about exchange security and renewed crypto-market volatility. The debate is whether the incident is worsening an existing selloff or mainly affecting exchange trust rather than Bitcoin itself; some traders see the dip as a buying opportunity.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. 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

A reported Binance security breach and resulting Bitcoin selloff are weighing on Strategy shares, with traders debating whether the crypto-market shock is temporary or signals deeper risks. Discussion also points to Strategys revenue miss, Bitcoin-driven earnings, CFO transition and dilution concerns, while some investors view the pullback as a buying opportunity.

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 under pressure as traders debate whether its Q3 profit headline masks weaker underlying operations, with gains on crypto holdings offsetting softness in transaction activity. A reported multibillion-dollar Binance breach and the broader crypto selloff have added to concerns about exchange security and demand, while some traders view the decline as a buying opportunity.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Updated lifileucel lung-cancer trial data drove a sharp selloff, as the overall response rate in 69 patients fell short of some traders expectations and durability and the regulatory path remain uncertain. Bulls see promise in the much higher response rate in a retrospectively identified biomarker subgroup, while skeptics question whether it will hold up in prospective testing and criticize managements presentation of the results.

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Weak Intel guidance and concerns over Amazons heavy AI spending and cash burn are weighing on the tech-heavy QQQ. Traders are debating whether the selloff signals an AI-bubble unwind or an overreaction that could present a buying opportunity.

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

SanDisks sharp selloff despite a strong earnings beat, raised outlook and announced 8-for-1 stock split dominates discussion. Traders debate whether broad tech-sector weakness and concerns about memory pricing, slowing growth and valuation outweigh strong AI-storage demand; many call the drop excessive, while others warn the memory cycle may be nearing a peak.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

CorMedix is under pressure as traders debate Fresenius real-world data suggesting no significant difference in bloodstream-infection outcomes between DefenCath and ClearGuard, raising concerns about DefenCaths competitive edge and pricing power. Some argue the retrospective findings do not establish equivalence and point to other efficacy evidence, while others worry that reimbursement uncertainty could limit adoption and revenue growth.

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$TPC Tutor Perini&#39;s electrical unit won named data center awards of $24 million and $48 million. Its chief executive also said on the record that data center work at some point probably will not be there, at least not as strong as now. Techdamentals IV Calculator shows a valuation range. 
 
Video: https://youtu.be/Mqp6BMMeQ_g 
Written version: https://techdamentals.com/newsletter/anthropic-pays-the-data-center-but-who-gets-their-money?ref=st 
 
What is it worth? 👇 
https://techdamentals.com/v/TPC?ref=st 
 
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Anthropic pays the data center. The data center pays somebody else. Today one of them paid $9 billion for a part you have never heard of.

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Anthropic pays the data center. But who gets their money?

GE Vernova paid $9 billion for Trench Group, a parts maker it barely uses, to secure power grid equipment for the AI data center boom. This video breaks down the deal, what Trench actually makes, and what GE Vernova's own words reveal about its strategy. Try it for 7 days.

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Anthropic Pays the Data Centers but who gets the data center's money? GE Vernova Buying Trench Group

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Tutor Perini Corp

 Tutor Perini's electrical unit won named data center awards of $24 million and $48 million. Its chief executive also said on the record that data center work at some point probably will not be there, at least not as strong as now. Techdamentals IV Calculator shows a valuation range. 
 
Video: 