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Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology Group is facing significant downward pressure as investors react to a newly announced $125 million convertible bond offering, raising concerns about potential shareholder dilution. While some traders are highlighting the stock's oversold status and strong contracted revenue pipeline as a long-term opportunity, others are actively debating the company's financing strategy and questioning the lack of institutional ownership.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group Inc. is experiencing extreme volatility following unconfirmed rumors of potential bankruptcy or privatization that triggered a massive intraday sell-off and subsequent rebound. While the company issued a cease-and-desist and explicitly denied the rumors as false, investors and the community are aggressively debating the potential for a short squeeze and questioning whether the sudden price swings indicate deliberate market manipulation.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is trending as investors digest news of a White House-promoted buy initiative and monitor the stock's relative strength within the AI infrastructure sector. The community is actively debating the stock's resilience, comparing its performance to other legacy tech and AI hardware plays, while keeping a close watch on key technical levels and institutional capital flows.

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 Technology is experiencing extreme volatility as investors weigh the potential for a massive, multi-year AI memory supercycle against concerns about rising competition from Chinese manufacturers and global supply chain risks. The community remains deeply divided, with many traders viewing the current price fluctuations as institutional manipulation or healthy consolidation, while others caution that the rapid expansion of AI infrastructure may be unsustainable in the short term.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is seeing high market volatility as traders debate the stock's valuation and long-term potential following a significant post-earnings surge and subsequent pullback. Community sentiment is deeply polarized, with bulls pointing to the company's strong bookings and growth guidance in AI and power semiconductor testing, while bears remain focused on potential dilution, insider selling, and concerns that the company's valuation is disconnected from current revenue levels.

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 experiencing intense volatility as investors weigh the potential for long-term AI memory demand against broader concerns regarding an oversupply cycle and market rotation. While community members debate whether this recent selloff is a healthy valuation normalization or a more significant structural decline, many are pointing to ADR premium compression and shifting macroeconomic sentiment as key drivers behind the erratic price action.

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 currently seeing intense community debate as the stock faces high volatility and mixed analyst sentiment, with bulls highlighting the company's long-term AI infrastructure potential and upcoming product events while bears point to high valuation metrics and sector-wide risks. Traders remain focused on critical support and resistance levels, with many discussing the impact of broader semiconductor industry trends and geopolitical tensions on short-term price action.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is surging following reports that Stripe and Advent International have submitted a multi-billion dollar acquisition bid, sparking intense community discussion about the company's valuation and the potential for a bidding war. Investors are actively debating whether the current offer represents a fair premium or a lowball attempt that should be rejected by the board in favor of a higher valuation.

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands.

ASML Holding NV - New York Shares

ASML Holding NV

ASML continues to be a central pillar of the AI infrastructure trade as demand for its advanced EUV lithography equipment remains high, with analysts citing the company's strong backlog and critical role in the semiconductor supply chain as reasons for continued bullish sentiment. The market is actively discussing ASML's multi-year capacity growth plans and its unique positioning as an essential bottleneck player in the global semiconductor buildout.

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 facing a sharp selloff alongside broader semiconductor sector weakness, driven by macroeconomic concerns, geopolitical tensions, and broader tech-sector rotation. While the community is actively debating the stock's future, discussions are deeply split between those viewing the pullback as a buying opportunity given Intel's foundry and AI infrastructure progress and others warning of further downside risks and volatility.

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Corgi ETF Trust I. - Inside Ownership 100 ETF

Neutral Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

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.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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