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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 shares plunged after its quarterly report paired a results beat with a sharply weaker next-quarter outlook, with PC softness and manufacturing constraints weighing on expectations; analyst downgrades added pressure. Traders are divided between viewing the selloff as an overreaction and buying the dip, or seeing the outlook and turnaround risks as reasons for further caution.

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

SanDisks sharp selloff despite an earnings beat, higher guidance and an announced forward stock split is driving discussion. Traders debate whether the drop reflects broad tech and memory-sector selling or concerns about slowing growth, a possible NAND pricing peak and profit-taking after a steep rally.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit shares are under heavy pressure after its quarterly report paired strong results with a softer revenue outlook, weaker user growth, and declining Google search referrals; plans to test a logged-in-focused experience have added concerns about traffic and ad growth. Traders are split between viewing the selloff as an overreaction and fearing that search-driven traffic losses could undermine the growth story.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is selling off amid weakness in major technology stocks, with Amazon and Intel results intensifying concerns about heavy AI spending, cash burn, and the returns on those investments. Traders are broadly bearish and debating whether the decline signals a deeper AI-led correction, while some see the selloff as an oversold buying opportunity.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp selloff in semiconductor and tech sharesespecially after Intels weak outlook and concerns about PC demandhas hammered SOXL, with traders also citing broader AI-trade worries and market weakness. The community is split between calling the decline an oversold buying opportunity and warning that leveraged losses and further downside could continue.

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 caught in a broader tech and semiconductor selloff after Amazon and Intel results sharpened concerns about AI infrastructure spending and its returns; traders are also debating reports that Nvidia may guarantee financing for an Nscale data center, raising circular-financing concerns. The community is split between fears that the AI trade is overextended and long-term bulls who view the pullback as a buying opportunity, arguing that demand for Nvidias chips remains strong.

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 caught in a broad technology and semiconductor selloff, with traders pointing to Intels weak outlook and concerns about AI spending and valuations rather than a clear AMD-specific development; the drop has sharpened focus on AMDs upcoming earnings. Views split between dip buyers who see Intels struggles as a potential opportunity for AMD and bears worried about valuation and further downside.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

A sharp semiconductor selloff, amplified by Intels weak outlook and softer PC demand, is weighing on SOXX. Traders debate whether the drop is a buying opportunityarguing AI-chip demand remains strongor a sign of a deeper correction amid concerns about AI valuations and spending.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons quarterly earnings shortfall and heavy AI infrastructure spending, which weighed on free cash flow, overshadowed accelerating AWS growth and drove the selloff. Traders debated whether the drop was overdone given cloud momentum, while others questioned whether the spending will produce adequate returns; shares rebounded from their lows.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

A sharp broad-market selloff is driving attention, with traders focused on tech weakness after Amazons and Intels results intensified concerns about AI spending and returns. Posts also cite Iran-related oil and geopolitical risks and midterm uncertainty, while some expect further declines and others see a buying opportunity or bounce.

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$CLMT Went short on this at 49.71.  Absurd chart for the year (149% up...lol).

Tim Hall

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Calumet Specialty Products Partners LP

 Went short on this at 49.71.  Absurd chart for the year (149% up...lol).

@irishstockvictim agree … this is a no brainer 😊

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@irishstockvictim yeah this to me is an no-brainer because the stock is only up because of the war in Iran. I I worked at this company on a project to make it more efficient and believe me when I tell you, they are not an efficient company as far as manufacturing things of that nature there is no way that the stock price should be this high look at the P/E ratio yes, they’re probably gonna have some pretty good revenue, but only because they are billing at a higher level because they’re taking advantage of the higher oil prices. It has nothing to do with they are more efficient believe me and when this thing comes down, it’s gonna come down hard and it’s gonna come down quick. It’s already starting to happen a little bit.

 yeah this to me is an no-brainer because the stock is only up because of the war in Iran. I I worked at this company on a project to make it more efficient and believe me when I tell you, they are not an efficient company as far as manufacturing things of that nature there is no way that the stock price should be this high look at the P/E ratio yes, they’re probably gonna have some pretty good revenue, but only because they are billing at a higher level because they’re taking advantage of the higher oil prices. It has nothing to do with they are more efficient believe me and when this thing comes down, it’s gonna come down hard and it’s gonna come down quick. It’s already starting to happen a little bit.