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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

Advanced Micro Devices is attracting attention due to strong price action and relative strength against the broader market, which has sparked a debate between bullish traders optimistic about the company's AI-driven growth and skeptical bears. The conversation is dominated by active day trading and high-volume options activity, with many participants speculating on the potential for continued momentum or a short squeeze.

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 trending as traders anticipate upcoming commercial updates and production milestones during September industry conferences, with strong community sentiment focused on the potential for new customer partnerships and large-scale manufacturing progress. Despite ongoing volatility and broader market pressure on the semiconductor sector, investors remain optimistic about the company's long-term potential in the AI optical interconnect space.

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 trending following reports of a potential CPU price hike and continued positive momentum from its collaboration with ASML on advanced chipmaking technology. Traders are also discussing the impact of a social media post featuring the company, with sentiment divided between enthusiasm for long-term growth prospects and skepticism regarding the sustainability of the recent rally.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm shares are trending following a major multi-generation partnership with Amazon to develop customized AI data center silicon and optical connectivity, which includes a significant equity warrant component. While some investors view the deal as strong validation of the company's diversification strategy beyond mobile chips, others remain skeptical, focusing on the timing of material revenue contributions and broader uncertainty regarding earnings quality.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Shares of Rigetti Computing are trending following a definitive $100 million funding agreement with the U.S. Department of Commerce under the CHIPS Act. While some traders view the government backing as a major validation of the company's technology, others are expressing concern regarding the resulting share dilution from the equity stake issued to the government.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is trending following an active Investor Day that featured an unveiled quantum platform, a raised full-year 2026 revenue outlook, and a significant quantum-security agreement with Congruity360. Investors are reacting to these announcements with a mix of optimism regarding commercialization and skepticism over the company's long-term profitability and revenue growth.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale Power is attracting attention as traders debate its potential as a long-term AI and data center energy play, while others remain skeptical due to its lack of commercial contracts and ongoing share dilution. The conversation is currently fragmented, characterized by speculation over potential partnerships and disagreement regarding the company's valuation and management performance.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is trending as investors react to a significant double-digit price jump, with the conversation dominated by debate over the company's valuation, heavy debt load, and the influence of insider selling versus strong AI infrastructure demand. Traders are sharply divided, with bulls highlighting long-term revenue backlogs and backing from major institutional players, while bears point to persistent downward price action, high capital expenditure, and recent insider selling as reasons for skepticism.

Novartis AG is a holding company, which engages in the business of developing, manufacturing, and marketing healthcare products. Its product portfolio is heavily focused on innovative prescription medicines, especially oncology, immunology, neuroscience, and cardiovascular diseases, supplemented by established older brands and a wide range of specialized therapies. The company was founded on February 29, 1996 and is headquartered in Basel, Switzerland.

Novartis AG - ADR

Novartis AG

Novartis shares have declined following a string of recent clinical trial setbacks, including the phase 3 failure of del-desiran in myotonic dystrophy and the previously reported miss of the primary endpoint in the HORIZON outcomes trial for its cholesterol-lowering drug. These failures have sparked significant concern among traders regarding the company's research pipeline, the efficacy of its high-profile M&A strategy, and potential long-term growth challenges.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is trending as investors eagerly anticipate upcoming topline maintenance trial results, which are widely viewed as a critical binary catalyst for the company's valuation. While discussion is fragmented by debate over potential buyout interest from big pharma and skepticism regarding management's recent execution, the community remains intensely focused on how the trial data will compare to established GLP-1/GIP weight loss therapies.

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$WDAY sold my 80 share position yesterday between 220 and 210. From good entry at 140 weeks ago. Still riding $ACN  from 130. $RKT is the games over and we can go up? Avg 13.50 2k shares Plz thx. Staying long $ALAB which is largest position. Need to see what to deploy wday gains at. Apparently bennioff bought 10 bil worth of shares back last quarter for $CRM

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 sold my 80 share position yesterday between 220 and 210. From good entry at 140 weeks ago. Still riding 

 is the games over and we can go up? Avg 13.50 2k shares Plz thx. Staying long 

 which is largest position. Need to see what to deploy wday gains at. Apparently bennioff bought 10 bil worth of shares back last quarter for 