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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

Intel is trending following a massive earnings beat that shattered long-standing resistance and fueled a significant after-hours rally. The community is heavily focused on the company's turnaround narrative, discussing everything from the stock's massive year-to-date gains and the potential for a massive short squeeze to the broader implications of its role in the U.S. chip infrastructure and AI supercycle.

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 seeing intense momentum as the market rotates into CPU-related compute capacity, with investors fueled by optimism around AI infrastructure expansion and strong sympathy plays from recent sector earnings. The community is actively debating the stock's valuation, with bullish sentiment focusing on potential for massive growth in AI-driven data center demand while cautious voices point to signs of overextension and the risks of chasing the current rally.

Skillz, Inc. operates a mobile gaming platform that connects players in competition. It helps developers build franchises by enabling social competition in their games. Skillz hosts casual esports tournaments for mobile players worldwide. The company was founded by Andrew C Paradise and Casey Chafkin in 2012 and is headquartered in Las Vegas, NV.

Skillz Inc - Ordinary Shares - Class A

Skillz Inc

Skillz Inc. shares surged significantly after a federal jury awarded the company $420 million in a false advertising lawsuit against rival Papaya Gaming, with potential for additional profit disgorgement in the coming months. The community is actively debating the stock's future, with many discussing the potential for a massive short squeeze due to a tight float, while others express skepticism regarding the actual collectability of the judgment and the possibility of a post-rally pullback.

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 trending as investors focus on the broader AI infrastructure supercycle, specifically the company's progress in scaling power-connected data center capacity. The community is actively debating the stock's execution against heavy institutional volume, with sentiment split between those viewing the company as a key AI compute player and those cautious of its historical dilution and capital-intensive growth phase.

Zebec's integrated products - real time payroll apps, on-chain payments infrastructure and networked DePIN - serve companies of all sizes, merchants and individuals and help transcend the boundaries of traditional banking and diminish the role of financial intermediaries.

Zebec Network

Zebec Network is gaining momentum as community members discuss upcoming industry events and potential partnership announcements that could drive further utility and adoption. Discussions are split between long-term holders focusing on network fundamentals and active traders debating the impact of technical resistance levels on short-term price action.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo Inc. is currently rallying as investors flock to the nuclear energy sector following a White House initiative focused on space-based nuclear reactors and lunar power deployment. The community is actively discussing the stock's role as an AI infrastructure play, with participants weighing institutional accumulation and recent board appointments against lingering concerns regarding the company's pre-revenue status.

Tilray Brands, Inc. engages as a consumer packaged goods company, which focuses on medical cannabis research and the cultivation, processing, and distribution of cannabis products worldwide. It operates through the followings segments: Cannabis, Distribution, Beverage, and Wellness. The Cannabis segment focuses on cultivation, production, distribution, and sale of both medical and adult-use cannabis products. The Distribution segment is involved in purchase, resale, and distribution of pharmaceutical and wellness products. The Beverage segment refers to the production, marketing, and sale of beverages. The Wellness segment represents the production, marketing, and distribution of hemp-based food and other wellness products. The company was founded on January 24, 2018 and is headquartered in Leamington, Canada.

Tilray Brands Inc

Tilray Brands is facing significant market volatility as investors weigh the long-term benefits of the DOJ's decision to move medical cannabis to Schedule III against concerns over share dilution and skepticism toward a 'sell the news' reaction. The community is deeply polarized, with many retail investors expressing frustration over the stock's failure to maintain gains, while others view the tax relief and institutional validation as a historic turning point for the sector.

Terra is a decentralized financial payment network that rebuilds the traditional payment stack on the blockchain. Luna is the reserve currency of the Terra platform. It has three core functions: i) mine Terra transactions through staking, ii) ensure the price stability of Terra stablecoins and iii) provide incentives for the platform’s blockchain validators.

Terra Luna Classic

Terra Luna Classic is currently trending as the community rallies around anticipated exchange relistings, potential burn improvements, and a series of grassroots development projects aimed at reviving the chain's ecosystem. Investors are actively debating the token's long-term utility and future price trajectory, often comparing its recovery potential to other established assets despite broader market volatility.

MaxLinear, Inc. engages in the provision of communications systems-on-chip (SoC) solutions used in broadband, mobile and wireline infrastructure, data center, and industrial and multi-market applications. Its products include cable broadband modems and gateways, wireline connectivity devices, radio frequency transceivers, fiber-optic modules, video set-top boxes and gateways, hybrid analog and digital televisions, direct broadcast satellite outdoor and indoor units, and power management and interface products. The company was founded by Kimihiko Imura, Curtis C. Ling, and Kishore V. Seendripu on September 25, 2003 and is headquartered in Carlsbad, CA.

MaxLinear Inc

MaxLinear is currently in the spotlight as investors analyze its latest financial results, guidance updates, and the ongoing legal fallout surrounding its terminated merger agreement. The community is actively debating the company's long-term growth potential in data center infrastructure versus the immediate risks posed by litigation and cyclical chip market pressures.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell Technology is trending as institutional interest intensifies around its role as a critical backbone for AI infrastructure, with community focus centering on its custom ASIC and optical interconnect capabilities. Investors are actively discussing the stock's recent bullish momentum and its strategic positioning as hyperscalers increase capital expenditure on next-generation AI hardware.

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$SPY The other tell was the move to defensives today, e.g. $MO, $VZ. Big bombing coming