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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.

Oracles planned equity and bond offerings to fund its AI infrastructure push are driving concern as shares sell off. Bears warn about dilution, debt and capital-spending risks, while bulls say the financing was expected and supports growth; many are frustrated that the stock gave back its investor-day gains.

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

Marvells announced all-stock acquisition of Lumentum has prompted concern about shareholder dilution, the deals cost, and the long wait for benefits, alongside a sharp selloff. Traders are split between viewing the move as an expensive risk and seeing strategic value in combining Marvells connectivity chips with Lumentums optical technology for AI data centers.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Marvells announced all-stock acquisition of Lumentum has put the fixed share exchange and lengthy closing timeline at the center of discussion. Many LITE traders criticize the terms and worry the value depends on Marvells share price, while others see strategic value in combining Marvells connectivity business with Lumentums optical technology for AI data centers.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

Shares have climbed to a fresh 52-week high ahead of Q3 results, with traders citing BRIUMVIs sales growth and the potential of its subcutaneous formulation. Buyout and short-squeeze speculation is prominent, but some investors stress that a deal is unconfirmed and focus instead on earnings and commercial execution.

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

Attention centers on third-party reports that POET optical engines appeared within Foxconns photonics ecosystem at its Tech Day, which bulls view as credibility for the companys AI-optics opportunity. Traders disagree on whether the display signals commercial progress, since it does not confirm production orders or scaled shipments; concerns about Marvells reported pursuit of Lumentum add debate over competition and supply-chain effects.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

CRMD drew attention after a sharp selloff tied to DaVitas preliminary warning that DefenCath reimbursement could decline through 2027. Traders debate whether the outlook threatens adoption and revenue or is too uncertain to treat as company guidance, with some pointing to CMS reimbursement data and continued use while calling for clearer management updates.

Axsome Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which engages in the development of novel therapies for the management of central nervous system disorders. Its portfolio consists of Products Overview and Pipeline Overview. The Products Overview includes Auvelity and Sunosi. The Pipeline Overview refers to AXS-05, AXS-07, AXS-12, and AXS-14. The company was founded by Herriot Tabuteau on January 12, 2012 and is headquartered in New York, NY.

Axsome Therapeutics Inc

Axsomes quarterly results, including better-than-expected revenue and loss per share alongside strong Auvelity growth, are driving discussion. Traders are split over the positive commercial momentum and narrowing losses versus continued high expenses, the lack of quantified guidance, and uncertainty about when cash-flow breakeven will arrive.

Fluence Energy, Inc. engages in energy storage products and services, and artificial intelligence-enabled digital applications for renewables and storage. Its storage includes Smartstack, Gridstack Pro, Grisdtack, and Ultrastack. The company was founded on June 21, 2021, and is headquartered in Arlington, VA.

Fluence Energy Inc - Ordinary Shares - Class A

Reported leadership changes, including an interim CEO and other executives stepping down, are prompting hopes of a management reset but also concern about added uncertainty. The debate is set against Fluences Houston manufacturing delays and repeated guidance cuts, which traders see as the core execution problem.

Precigen, Inc. is a biotechnology company, which engages in the research and development of synthetic biology technologies. It operates through the Biopharmaceuticals and Exemplar segments. The company was founded by Thomas David Reed in 1998 and is headquartered in Germantown, MD.

Precigen Inc

Inovios FDA approval of a competing treatment for recurrent respiratory papillomatosis has raised concerns about pressure on Precigens PAPZIMEOS. Traders debate whether the rivals dosing approach will erode demand or whether PAPZIMEOSs commercial head start, established payer access and reported sales will help it maintain an advantage, with upcoming earnings also in focus.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOI is drawing attention amid a sharp selloff in AI and optical-infrastructure stocks, with traders debating broader concerns about hyperscaler spending and the companys upcoming earnings. Dip buyers point to data-center optics demand, while bears worry about dilution, cash needs and customer concentration.

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must read on the magificence of semiconductors and the supply chain  
 
https://www.newyorker.com/magazine/2026/10/26/computer-chips-are-the-most-magnificent-things-weve-ever-made 
 
 
$SMH $NVDA $AMAT $ASML $QQQ

Alpha Bull

pete's sake

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Ilan Peer

R.W.

They power our phones, cars, dishwashers-and the A.I. systems that prop up the economy. They're also at the heart of fierce geopolitical rivalry. Gideon Lewis-Kraus reports.

The New Yorker

Computer Chips Are the Most Magnificent Things Humanity Has Ever Made

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must read on the magificence of semiconductors and the supply chain  
 


Howard Lindzon

@howardlindzon bigger than the fiber optic day and later on the cell tower days by the McCaw brothers. Yep

 bigger than the fiber optic day and later on the cell tower days by the McCaw brothers. Yep