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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 weaker-than-expected fourth-quarter outlook after its earnings reportamid soft PC demand, manufacturing constraints, and analyst downgradeshas driven a sharp selloff. Traders are divided between calling the decline an oversold buying opportunity and warning that the guidance reset could bring further losses.

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 earnings beat, upbeat outlook and announced stock split have been overshadowed by a sharp selloff alongside tech and memory shares. Traders are split between calling the drop an overreaction to strong results and warning that slowing growth and potentially peaking memory prices signal a cyclical downturn.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A sharp Nasdaq selloff has QQQ traders focused on tech earnings and concerns that heavy AI spending may not deliver returns, with Alphabets results and rising capital-expenditure plans cited as pressure points. The community is split between fears of an AI-bubble unwind and forced selling, and dip-buyers looking for a rebound; midterm and geopolitical speculation also appears.

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

Reddits sharp selloff is centered on a softer fourth-quarter outlook and falling Google search referrals, which have raised concerns about user growth; plans to test a logged-in experience also prompt fears that casual traffic could weaken further. Traders debate whether these are lasting growth risks or whether the reaction is excessive given the earnings beat, with some buyers calling shares oversold.

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 as Amazons heavy AI spending and Intels weak outlook intensify concerns that hyperscaler capital expenditures may not earn adequate returns. Traders are split between warnings that the AI buildout is a bubble and dip buyers who argue demand for Nvidias chips remains strong.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is plunging as semiconductor and tech shares sell off, with traders frequently blaming Intels weak outlook and slowing PC demand for weighing on the sector; broader concerns about tech earnings and the AI trade are also in the discussion. The sharp decline has sparked a split between dip buyers expecting a rebound and traders warning of further losses, with SOXLs 3 leverage amplifying the volatility.

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 tech and semiconductor selloff, as Intels weak outlook and scrutiny of AI spending returns weigh on chip stocks. Traders disagree on whether the drop signals broader AI valuation concerns or creates an opportunity for AMD to gain from Intels struggles, with the companys earnings report a key focus.

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

A sharp broad-market selloff tied to disappointing tech results and concerns that heavy AI spending may not pay off has traders debating whether the AI-led rally is unwinding; rising oil and Iran-war fears and midterm uncertainty add to the anxiety. Many are bearish and see more downside, while others are buying the dip or looking for a rebound.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is under pressure ahead of its quarterly earnings report, with traders citing analyst price-target cuts and concerns about advertising growth and competition, amplified by weak signals from other ad-supported companies. The community is split between viewing the steep selloff as a valuation opportunity and fearing that results or guidance could disappoint amid broader weakness in tech stocks.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians quarterly results beat expectations and management raised its delivery outlook as the R2 ramped, prompting bullish reactions and renewed interest in the companys growth prospects. Traders remain divided because the shares struggled to hold their gains, with skeptics focusing on continued cash burn and the uncertain path to profitability.

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MU Stock Could See ‘Sizable’ Multiple Expansion, RBC Says Citing AI-Driven Memory Demand

Equity

According to RBC Capital, Micron trades at roughly 6.5 times expected forward earnings, which gives limited credit to its Strategic Customer Agreements and floor pricing agreements.


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Wall Street Veteran Visser Says Bitcoin Break Above 200-Day Average Would Start 'Next Phase' — Flags Micron Sell-Off As AI Warning

Markets overreacted to Warsh’s comments, Visser said, and expects the Fed to hold, citing AI-driven productivity as the rationale against near-term rate rises.

The Zacks Analyst Blog Highlights Micron, MUU, MULL, SHOC,CHPX and FTXL

Micron soared after crushing Q3 estimates, forecasting stronger Q4 sales and highlighting AI-driven memory demand. See ETFs with significant MU exposure.

Micron Soars Post Q3 Earnings on AI Memory Crunch: ETFs to Watch

Micron's stellar earnings, record margins and AI-fueled memory shortages put semiconductor ETFs with high MU exposure in the spotlight.

Why Backpack Just Tokenized Micron On Solana Two Days Before Its AI Memory Earnings Print

Cryptocurrency

Micron’s recent rollout follows Backpack's tokenized SpaceX launch, which the firm said surpassed 10,000 holders and $350 million in on-chain volume.

Best-Performing Leveraged ETF Areas of Last Week 

IONX, RGTX, CWVX, MULL and ORCX soared last week as leveraged bets on quantum, AI cloud, memory chips and Oracle's rally paid off.

5 ETF Areas That Thrived Amid the Trump-Musk Feud Yesterday

GraniteShares ETF Trust - GraniteShares 2x Long MU Daily ETF

Bearish Sentiment

<ul class="summary-bullets"><li>RBC Capital analyst Srini Pajjuri reiterated an ‘Outperform’ rating and $1,500 price target on Micron.</li><li>The firm expects AI demand, particularly from more memory-intensive agentic AI applications, to continue outpacing memory supply.</li><li>HBM growth, limited clean-room capacity and tight EUV availability are creating structural constraints on memory supply, according to RBC.</li></ul>Micron Technology (MU) shares are trading at a valuation that RBC Capital said barely reflects the company’s exposure to the AI-driven memory boom, leaving room for “sizable” multiple expansion, in a note to investors on Friday.According to TheFly, RBC Capital analyst Srini Pajjuri reiterated an ‘Outperform’ rating and a $1,500 price target on Micron, citing the growing memory requirements of AI workloads, including the shift toward more memory-intensive agentic AI applications.<a href="https://stocktwits.com/symbol/MU">MU stock</a> rose as much as 1.6% in morning trade, with retail sentiment on Stocktwits around the shares trending in ‘bearish’ territory over the past day.&nbsp;<h2 class="st-heading-2">AI Demand Keeps Pressure On Memory Supply</h2>RBC said memory demand remains ahead of available supply, with the imbalance supported by several structural constraints across the industry. Those include rapid growth in high-bandwidth memory (HBM), limited clean-room capacity and tight availability of extreme ultraviolet (EUV) equipment.HBM has become increasingly important for AI accelerators due to its ability to deliver high memory bandwidth while meeting the processing demands of large AI workloads.&nbsp;The expansion of agentic AI, which involves AI systems operating with greater autonomy and handling multiple tasks, could further increase memory requirements, according to the analyst.<h2 class="st-heading-2">Valuation Barely Credits Strategic Deals</h2>Despite the favorable supply-demand backdrop, Pajjuri said Micron’s valuation remains relatively modest.The stock trades at roughly 6.5 times expected forward earnings, according to RBC. Pajjuri stated that this valuation gives limited credit to Micron’s Strategic Customer Agreements and floor pricing agreements.RBC said the combination of sustained AI demand, structural supply constraints and customer agreements leaves room for a “sizable” expansion in Micron’s valuation multiple.<h2 class="st-heading-2">How Does The Rest Of Wall Street Feel About MU Stock?</h2>MU stock has already gained over 235% year-to-date and over 500% in the last 12 months. Wall Street’s 12-month average price target for Micron stands at $1,513, according to Koyfin data, implying potential upside of over 50% from current levels.Out of the 49 analysts covering the stock, 45 give Micron a ‘Strong Buy’ or ‘Buy’ rating, with only four analysts recommending ‘Hold.’Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dan-ives-says-ai-leaders-cant-stop-the-elevator-with-meta-in-the-ferrari-left-lane/cZtuDjwRB3r">Dan Ives Says AI Leaders Can't 'Stop The Elevator' With Meta In The 'Ferrari Left Lane' As AI Race Accelerates</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 The logo for Micron Technology is posted at their headquarters on June 25, 2025 in San Jose, California. 

According to RBC Capital, Micron trades at roughly 6.5 times expected forward earnings, which gives limited credit to its Strategic Customer Agreements and floor pricing agreements.

Micron Technology Inc

GraniteShares 2x Long MU Daily ETF

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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MULL GraniteShares 2x Long MU Daily ETF

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