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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 shares are under pressure amid concerns that Chinese memory maker CXMTs advances in DRAM could intensify competition, with weakness in Korean markets and semiconductor stocks adding to the selling. Traders disagree on the threat: bears warn of future pricing pressure, while bulls argue CXMTs technology is unproven and does not yet challenge Microns high-bandwidth memory business.

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 being swept into a memory-sector selloff tied to reports of progress by Chinas CXMT in a new DRAM design, alongside broader concerns about AI-related chip valuations and demand. Traders debate whether the news threatens SanDisks NAND business directlysome argue it does notwhile bulls view the drop as an overreaction and bears worry about competition, future supply, and margins.

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

Intels sharp pullback is being discussed alongside a broader semiconductor selloff, as traders question AI infrastructure funding and returns after OpenAI revenue concerns. Some see the stock as oversold near support, while others cite weak momentum and the lack of confirmed foundry wins as reasons for further caution.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is caught in a broader AI-infrastructure selloff after reports that OpenAIs annualized revenue was below figures previously reported, raising concerns about AI spending and a possible bubble. Traders disagree over whether the revenue gap signals weaker demand or reflects different accounting methods, with some viewing the decline as a sector-wide overreaction and others expecting more downside.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is drawing attention after a sharp semiconductor-sector selloff, with weakness in memory-chip stocks and concerns about AI spending and demand weighing on sentiment. Traders are split between buying the dip and expecting further downside as the correction continues.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

Reports of Chinese rival CXMTs progress on a denser DRAM design have weighed on SK Hynix and other memory stocks. Traders debate whether it poses a meaningful competitive threat: skeptics say commercial production is distant and unproven, while pointing to SK Hynixs HBM position and continued AI-memory demand.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFis steep selloff toward 52-week lows, which traders link in part to an analyst downgrade ahead of earnings, dominates discussion. Bears cite dilution, interest-rate pressure and valuation, while bulls point to business growth and argue the share-price decline is disconnected from fundamentals; claims of short-selling manipulation remain speculation.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure as chip and memory stocks sell off amid concerns about Chinese competition, with traders also positioning around upcoming inflation data and bank earnings. The conversation is split between calls for further tech-led declines and dip buyers expecting a rebound.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

Deutsche Banks upgrade to Buy has drawn attention after SpaceXs spectrum purchase sparked a sharp ASTS selloff; bullish traders argue SpaceX competing with mobile carriers could make ASTS a more attractive partner, while skeptics point to launch delays and execution risks. BlueBirds 1416 reaching Florida adds operational context, though no launch date was confirmed.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Reports that OpenAIs latest high-speed model feature is using Nvidia GPUs rather than Cerebras hardware have intensified concerns about Cerebras reliance on OpenAI, while upcoming share unlocks add to selling-pressure worries. Traders are divided between viewing the selloff as justified and buying what they see as an overreaction.

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Mizuho: we estimate Agentic CPU TAM growing to $80B by 2030E, 123% 4Y CAGR, with units reaching ~30% of server CPUs.

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Mizuho: we estimate Agentic CPU TAM growing to $80B by 2030E, 123% 4Y CAGR, with units reaching ~30% of server CPUs.