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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 is currently facing intense volatility and a sharp correction, with the community actively debating whether the stock is undergoing a long-term bubble burst or if the significant price decline is a temporary disconnect from strong underlying demand in the AI memory sector. Investors are polarized, with some warning of further downside due to macro pressures and potential sector rotation, while others advocate for buying the dip based on structural growth in data center infrastructure and high forward earnings projections.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. 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 is experiencing significant volatility as investors debate whether the recent sharp pullback is a temporary overreaction or the popping of an AI-driven bubble. Community sentiment is deeply divided between long-term bulls highlighting strong fundamental demand and cash flow, and bears pointing to technical breakdowns, potential cyclical cooling, and broader market rotation out of high-growth tech.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is experiencing heightened volatility following an earnings report where investors reacted negatively to conservative forward guidance and a miss in free cash flow, despite the company reporting double-digit revenue growth and aggressive share repurchases. Community sentiment is deeply polarized, with bears criticizing the company's content strategy and valuation, while bulls view the pullback as a buying opportunity supported by a massive ongoing buyback program.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is facing significant downward pressure as investors grow increasingly concerned about the company's aggressive AI infrastructure spending and the potential debt implications, leading to intense volatility. While some market participants are capitalizing on the dip, viewing it as a generational buying opportunity for a cloud leader with a massive backlog, many others are caught in a wave of capitulation and uncertainty regarding the stock's near-term floor.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is trending as investors rotate into the stock as a perceived safe haven while broader tech sectors face volatility, though community sentiment remains split between those riding the momentum and those calling the price action an artificial pump. Traders are closely monitoring the stock's elevated valuation and its role in stabilizing index movements amidst ongoing concerns regarding its AI strategy and supply chain exposure.

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 currently drawing intense investor focus as the market closely monitors its valuation ahead of the upcoming earnings report, with community debates centering on the company's long-term potential in robotics and autonomous technology versus concerns regarding recent delivery targets and competitive pressures. Traders are actively analyzing the stock's technical support levels and high volatility, as institutional activity and broader sector rotations keep sentiment deeply polarized.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is facing significant downward pressure as investors rotate out of high-growth AI infrastructure names, fueled by concerns over data center expansion moratoriums, aggressive insider selling, and broader market skepticism regarding capital-intensive business models. Despite the intense technical selloff, many in the community are debating whether the current price represents a generational accumulation opportunity based on the company's massive multi-year revenue backlog or a sign of deeper structural risks in the neocloud sector.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is trending as investors debate whether current price levels offer a compelling entry point for an AI infrastructure play or if the lack of significant new commercial developments signals further downside. While some traders are actively betting on a bounce due to institutional backing and the company's substantial cash position, others remain skeptical, pointing to the absence of concrete customer orders and volatility across the broader semiconductor sector.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is drawing significant attention as investors monitor its ability to sustain recent price levels amid broader crypto market volatility. Community discourse remains divided between bullish sentiment fueled by institutional adoption and potential network upgrades, and skeptical traders who are cautious about the sustainability of current gains given ongoing macroeconomic uncertainty.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is experiencing significant trading activity following the news of a definitive agreement to acquire Delivery Hero in a $14.8 billion deal, a move investors are scrutinizing for its potential to create a global delivery titan while managing integration and regulatory risks. The community remains divided, with some highlighting the company's long-term ecosystem expansion into a 'super app,' while others express frustration over the stock's persistent range-bound performance and the execution risks inherent in such a massive acquisition.

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$IBM tard this time it coincided with ai tech wreck,  
$MSFT $ADBE $CRM $WDAY has nothing to do with dumb ash rule there, whole fkng sector looked same today!

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 tard this time it coincided with ai tech wreck,  


 has nothing to do with dumb ash rule there, whole fkng sector looked same today!

Chau N.

@tpstulane it was Sector rule so banned for thinking it was dumb ash rule smh. Cant teach stupid

 it was Sector rule so banned for thinking it was dumb ash rule smh. Cant teach stupid