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Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is trending as investors weigh strong financial earnings that showed significant revenue growth and an expanding contracted backlog against broader market volatility and sector-wide weakness. The community is actively debating the stock's future, with many long-term bulls maintaining conviction in the company's data center expansion and AI infrastructure role despite current selling pressure.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Corning is experiencing a sharp and aggressive pullback as investors lock in profits following a parabolic rally driven by AI infrastructure hype. Despite broader community confidence in the company's long-term role in fiber optics and glass substrates, traders are actively debating whether this is a structural reversal or a temporary correction to reset positioning ahead of upcoming earnings.

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 currently a focal point for investors as they weigh strong quarterly performance against market-wide volatility and concerns regarding AI infrastructure spending. The community is actively debating whether the recent price decline represents a long-term opportunity driven by fundamentals or a manipulated correction influenced by broader semiconductor sector headwinds and speculative trading.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is currently experiencing extreme volatility driven by a combination of geopolitical jitters surrounding potential conflict in the Middle East and concerns over semiconductor capital expenditure and Chinese competition. Investors are actively debating the timing of a market bottom, with community sentiment split between those viewing this as a temporary sentiment-driven pullback and others warning of a deeper correction as they closely watch hyperscaler earnings and FOMC policy decisions.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is trending due to a volatile sell-off following FDA briefing documents that challenged the efficacy analysis and statistical methodology for its DMD treatment, deramiocel. The company has aggressively pushed back, arguing the FDA relied on an obsolete statistical plan instead of the finalized version, sparking intense community debate regarding potential regulatory negligence versus trial data manipulation.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is currently a focal point for investors as they weigh strong financial results and aggressive buyback activity against speculation surrounding a rejected takeover bid. The community is actively debating the potential for a higher buyout premium, with many traders holding long positions in anticipation of further strategic developments or a favorable earnings-driven rally.

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 Corp (SNDK) is facing intense volatility as the community debates whether the stock is undergoing a rational correction after its massive run-up or suffering from an AI bubble pop fueled by fears of Chinese memory competition. The message boards are split between investors advocating for a 'buy-the-dip' strategy based on solid balance sheets and forward P/E, and vocal bears warning that technical support levels are failing and predicting further downside.

The Coca-Cola Co. engages in the manufacturing and marketing of non-alcoholic beverages. It operates through the following segments: Europe, Middle East and Africa, Latin America, North America, Asia Pacific, Global Ventures, and Bottling Investments. The company was founded by Asa Griggs Candler on May 8, 1886 and is headquartered in Atlanta, GA.

Coca-Cola Co

Coca-Cola is trending as investors rotate into defensive names following strong quarterly results, with the community actively debating whether the stock's premium valuation is justified by its consistent dividend growth and brand strength. Traders are closely watching the $80 level as a potential ceiling, while others remain focused on long-term accumulation despite concerns over supply chain risks and broader consumer sentiment.

Boston Scientific Corp. engages in the development, manufacture, and marketing of medical devices that are used in interventional medical procedures. It operates through the MedSurg and Cardiovascular segments. The MedSurg segment includes Endoscopy, Urology, and Neuromodulation. The Cardiovascular segment consists of Cardiology and Peripheral Interventions. The company was founded by John E. Abele and Pete Michael Nicholas on June 29, 1979 and is headquartered in Marlborough, MA.

Boston Scientific Corp.

Boston Scientific is currently a major focus for investors navigating sector rotation, as the company faces mixed sentiment following news of a comprehensive global restructuring plan aimed at long-term efficiency. While some in the community are closely monitoring recent price weakness as a potential accumulation opportunity, others remain cautious, awaiting upcoming earnings results to gauge the true impact of the restructuring and the performance of key product lines.

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 facing selling pressure as market participants weigh reports of a massive potential financing backstop for data center infrastructure alongside concerns about increased semiconductor competition from China. While some investors remain focused on the long-term AI capex story and firm fundamentals, community sentiment is divided, with many debating whether this volatility represents a healthy rotation or a fundamental shift in the AI hardware investment thesis.

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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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$AMD $NVDA $INTC $MU Well the whole TAM bs doesnt even matter, the reality is these companies are building these data centres, and compute is all that will matter in the end.

million

TheUnmaker

$AMD $NVDA $INTC $MU actually no, they can&#39;t bail them out even if they wanted to, ngl would be better if there was someone at least little bit sane in the office, but you can&#39;t have everything, either way the market is beginning to realize that ROI is kinda important and losing most of your money while making $0.2 per $1 spent (only revenue, not NI!) is dumb af. People should be able to verify at least this basic point (TAM), but hey, would be much harder to make money in the stock market 
 
You can short a lot of companies rn and make crazy returns, or you can bet on companies that are actually making money like CRM and make crazy returns. What you are missing is the fact that shovel sellers are crashing (rightly so) but this money is not leaving the markets. One little recession won&#39;t be that bad, but it has to stop now before it&#39;s too late

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Advanced Micro Devices Inc

Micron Technology Inc

ABer KVaer

$AMD $NVDA $INTC $MU $SMCI  Afterall Nvidia just loans them money, invests in the business, nvidia gets investment in a company at discounted prices compared to future growth, or gets paid interest on top of capital back in the case of a loan. Realistically, its not even a thing. This whole TAM bs is just bears making a narrative against an industry that will revolutionise many industries. 
 
Of course there will be many out there against this, plenty of companies that do not adapt will be left behind as efficiency gains from AI and robotics will set the standard for future growth.

Ub3r5pAnK

 Well the whole TAM bs doesnt even matter, the reality is these companies are building these data centres, and compute is all that will matter in the end.