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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 under intense scrutiny as investors weigh reports of its role in a massive financing deal for OpenAI against concerns over circular AI infrastructure spending. Community sentiment remains polarized, with many debating if this volatility is a necessary correction for the AI leader or a sign of deeper structural risks within the sector.

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 sharp stock decline following FDA briefing documents that challenged the efficacy of its Duchenne muscular dystrophy drug, deramiocel, by questioning the statistical analysis plan used in its late-stage trial. The company has aggressively pushed back, publicly asserting that the FDA's analysis relied on an obsolete, unsigned draft rather than the final, pre-unblinding statistical plan, setting up a high-stakes showdown at the upcoming advisory committee meeting.

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 is experiencing intense volatility as investors weigh the potential for a memory cycle inflection point against sustained AI-driven demand and multi-year supply backlogs. The community is sharply divided, with bulls pointing to strong fundamentals and aggressive share buybacks, while bears are aggressively shorting the stock, citing increased competition from Chinese memory manufacturers and fears that the parabolic rally has decoupled from reality.

Fundrise Innovation Fund LLC operates as a non-diversified, closed-end management investment company. It invests in growing tech companies to help them expand and generate profits. The company was founded on June 7, 2021 and is headquartered in Washington, DC.

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

VCX is experiencing significant volatility as market participants anticipate the upcoming lockup expiration, with the community actively debating whether the fund's current price represents an overinflated premium compared to its underlying net asset value. Investors remain polarized, with many discussing the fund's heavy concentration in high-profile AI and space tech companies while weighing the risks of holding through the pending shift in share supply.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Singapore.

Seagate Technology Holdings Plc

Seagate Technology is attracting attention ahead of its upcoming fiscal earnings report as investors closely monitor cloud storage demand and HDD pricing trends. The community remains highly focused on whether strong AI-related infrastructure spending will offset broader market volatility and sustain the company's growth momentum.

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 facing significant volatility as community sentiment remains deeply polarized between investors viewing the recent sell-off as a temporary leverage unwind following broader sector weakness and bears betting on further downside due to institutional manipulation concerns. Despite the company's strong revenue growth and data center performance, retail discussion is dominated by debates over whether the current price represents a buying opportunity or a deeper trap set by algorithmic trading programs.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros. Discovery is trading heavily on legal and financial risks surrounding its takeover by Paramount Skydance, as stakeholders debate the impact of a multi-year pause in the merger and a looming quarterly fee structure. Community sentiment remains polarized, with many investors closely monitoring upcoming earnings and antitrust developments to gauge whether the potential long-term value of the combined entity justifies the immediate execution risks and regulatory uncertainty.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital is trending as investors aggressively reposition ahead of its upcoming earnings report, with community sentiment sharply divided between those viewing the pullback as a prime entry opportunity and those fearing a cyclical downturn. The broader storage sector remains under intense scrutiny as market participants weigh strong enterprise demand against concerns that high-growth memory names are currently overextended.

Amkor Technology, Inc. engages in the provision of outsourced semiconductor packaging and test services. Its services include design, package characterization, test, and wafer bumping services. The company was founded in 1968 and is headquartered in Tempe, AZ.

AMKOR Technology Inc.

Amkor Technology is facing volatility as the market digests a secondary offering of 10 million shares by the Kim family, which increases the float without diluting current shareholders. Investors remain focused on the company's long-term growth as a critical player in the AI-driven advanced packaging and semiconductor supply chain.

Space Exploration Technologies Corp. (SpaceX) designs, manufactures, and launches advanced rockets and spacecraft, including the fully reusable Starship and Super Heavy rocket system, targeting missions to Earth orbit, the Moon, Mars, and beyond. The company is based in Hawthorne, CA and has subsidiaries in Luxembourg and the United States. The company operates Starlink, a low-Earth orbit satellite constellation that delivers high-speed broadband internet worldwide. SpaceX is dedicated to advancing space technology with the goal of enabling human life on other planets. The company was founded in 2002 by Elon Reeve Musk, Kimbal Musk, Michael Kives. Elon Reeve Musk has been the CEO since 2002.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceX is currently trending as investors grapple with a sharp post-IPO decline and heightened anxiety regarding upcoming share lock-up expirations. The community is deeply divided between long-term believers who view the price dip as a buying opportunity and vocal critics who are concerned about the company's valuation, lack of immediate profitability, and the potential impact of massive supply dilution hitting the market.

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already speculatioin Trump wants to do an exec order banning chinese open source AI models 
 
because the valley owns the white house and trump answers to who will pay him not what Is the best thing to do for the country or users 
 
 
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already speculatioin Trump wants to do an exec order banning chinese open source AI models 
 
because the valley owns the white house and trump answers to who will pay him not what Is the best thing to do for the country or users 
 
 
anyways...such a complicated subject that means exec orders are In fact the dumbest of the dumb weapons 
 
 


Howard Lindzon

@howardlindzon This is what kept me from buying $BABA today.