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SK hynix, Inc. engages in the manufacture and sale of semiconductor products. Its products include dynamic random access memory, flash memory, complementary metal oxide semiconductor image sensor, and others. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is currently driving significant market conversation as investors weigh its recent US ADR debut against extreme volatility in its primary Korean listing, which has been exacerbated by the liquidation of leveraged ETFs. Community sentiment is deeply divided, with many traders debating whether the stock's discounted valuation represents a major accumulation opportunity or a trap for retail liquidity amidst broader semiconductor sector uncertainty.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is facing a historic single-day selloff following preliminary Q2 results that revealed customers are shifting capital budgets away from traditional software and services toward AI infrastructure like servers and memory. The community is heavily divided between traders looking for a "dead cat bounce" and long-term investors debating whether the stock represents a deep-value opportunity for its quantum and AI assets or a company in structural decline.

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 seeing a surge in community interest and market activity as investors weigh its potential as an AI infrastructure leader against significant volatility and short interest. Discussions are heavily focused on the company's $830 million cash position, upcoming production scaling, and the impact of recent institutional buying, all while investors debate whether the current price represents a tactical entry point or continued downside risk.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is surging as investors react to a significant follow-on production order for its wafer-level burn-in systems, fueling community optimism about the company's role as a critical gatekeeper for AI hardware reliability. The stock remains a high-beta favorite among retail and institutional traders, who are debating whether the recent momentum is supported by the expanding silicon photonics backlog or if the current valuation remains detached from traditional revenue metrics.

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands.

ASML Holding NV - New York Shares

ASML Holding NV

ASML is actively trending as investors analyze the semiconductor supply chain following positive commentary from management regarding sustained, AI-driven demand for EUV lithography equipment. Community discussion remains fixated on the stock's long-term dominance as an industry bottleneck, with traders weighing the impact of potential capacity expansions and supply constraints against the backdrop of an aggressive AI infrastructure buildout.

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 intense selling pressure as investors grapple with concerns over the company's massive debt load and heavy capital expenditure in the AI sector following credit rating adjustments. While some market participants see the current price action as an extreme overreaction to institutional rotation and long-term infrastructure debt, the community remains deeply divided between those calling for a structural breakdown and those viewing the current valuation as a generational buying opportunity.

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 currently trending as investors debate the impact of broader AI sector rotation and geopolitical uncertainty on the company's long-term infrastructure potential. Community discussions are centered on the discrepancy between the firm's significant contracted revenue and hyperscaler partnerships versus its recent downward price action, with many participants actively monitoring support levels for potential buying opportunities.

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 trending as investors weigh strong AI data center demand against broader semiconductor market volatility and geopolitical concerns, with recent analyst price target upgrades driving community debate over potential entry points and valuation. The stock remains a focal point for active discussions regarding its role in the next generation of AI infrastructure and its resilience amidst institutional rotation.

Unusual Machines, Inc. is a development stage technology company, which engages in the provision of drone solutions with a focus on first-person view (FPV) technology. It offers products to entertainment, recreation, and competitive racing industries. The company was founded on July 11, 2019, and is headquartered in Orlando, FL.

Unusual Machines Inc

Unusual Machines ($UMAC) is surging as investor enthusiasm builds around potential U.S. government investment and defense funding for domestic drone manufacturing. The community is actively debating the significance of recent leadership moves, such as insider contract activity, while tracking the stock's high volatility and strong technical momentum within the broader drone and autonomous systems sector.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

CleanSpark recently secured a 20-year triple-net lease for its Georgia data center with an investment-grade tech company, driving significant community engagement around its transition from Bitcoin mining to AI infrastructure. While the announcement highlights long-term revenue potential and exclusive rights to its Texas portfolio, the community remains divided as the stock price continues to experience volatility and short-term pressure.

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Oracle ($ORCL) and IBM ($IBM) stocks are both down more than 20% in 2026 - if you had to buy just one, which are you choosing?

Oracle and IBM have both taken a beating in 2026, each down more than 20%, leaving retail investors wondering if either tech giant represents a value buying opportunity. If you were forced to choose just one, which are you going with? Explain your reasoning in the comments.

SickoMan69

Investing

john madatian

Chuck Becker

Nicky Kim

Vj Hh

Paul Bitner

Stanley V

Donaldson Cassidy

Ajay

Rabeah Karram

$IBM $ORCL TOO much debt eating Oracle!! $IBM better long term investment

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Yuvi-

Stocktwits

) stocks are both down more than 20% in 2026 - if you had to buy just one, which are you choosing?

Stocktwits Polls

@StocktwitsPolls  IBM has a quantum computer that works FYI watch out

Mark Wilson

Mr_Doghouse

TheWinner151213

  IBM has a quantum computer that works FYI watch out

Idiot

@StocktwitsPolls should have included a ‘Neither’ option

Inv1nc1ble

Alan Pino

stock

Big D

Karina

My Dude

Doug

 should have included a ‘Neither’ option

Gary Zee

Art Vandalay

The Put Guru

StockTwits Web

Blake

@StocktwitsPolls I’d rather buy $SMCI or $NVDA

Lil Kid

Super Micro Computer Inc

@StocktwitsPolls The more memory you buy the more money you will make.   $IBM does not have a lot of memory. 
 
$ORCL data centers have tons of memory. 
 
$ORCL SaaS will lose value but it will deliver customers to its memory so it does have value.

 The more memory you buy the more money you will make.   

 SaaS will lose value but it will deliver customers to its memory so it does have value.

Sofa King

@StocktwitsPolls Oracle is ridiculously beaten down and misunderstood. The chip companies need AI Infrastructure and the software to guarantee security and Oracle has the solutions. Taking on a dollar of debt today, while making a lot of revenue anyway, to make three dollars within 18 months is not irresponsible nor dangerous. It&#39;s called Good Business.

adam

Vince Carter

Luis Sardinha

 Oracle is ridiculously beaten down and misunderstood. The chip companies need AI Infrastructure and the software to guarantee security and Oracle has the solutions. Taking on a dollar of debt today, while making a lot of revenue anyway, to make three dollars within 18 months is not irresponsible nor dangerous. It's called Good Business.

David B

Ira Tilton

DelusionalOptionist

@StocktwitsPolls I was short both of them

Sarah Maroon

Archer

@StocktwitsPolls 

You should not buy them. 

ORCL: will hit 40-50$
IBM: 113$

Nate Klingenstein

 

You should not buy them. 

ORCL: will hit 40-50$
IBM: 113$