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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 surging as the market highlights its role as a critical bottleneck for testing reliability in AI infrastructure, specifically for silicon photonics and power semiconductors. Community discussions are heavily focused on the company's strong bookings and backlog, with traders weighing the aggressive growth story against valuation concerns and active short interest.

SK hynix, Inc. engages in the manufacture and sale of semiconductor products. Its products include dynamic random access memory, flash memory, complementary metal oxide semiconductor image sensor, and others. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is experiencing intense volatility following its US debut, with investors debating whether the price divergence between the ADR and its Korean listing presents an arbitrage opportunity or a classic pump-and-dump trap. The community remains deeply divided, with some pointing to robust long-term demand for AI memory as a reason to buy the dip, while others warn that heavy institutional leverage and geopolitical tensions could drive further short-term downside.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is facing a historic sell-off as a preliminary earnings miss and management's comments on shifted enterprise spending trigger widespread investor panic. The community is sharply divided, with bulls viewing the drop as a massive overreaction and an entry opportunity for a blue-chip tech stock, while bears argue the company is struggling to keep pace with AI-driven infrastructure shifts.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

Cleanspark Inc. is trending as investors digest a massive 20-year, 6.6 billion dollar data center lease deal in Georgia, which serves as a significant catalyst for its strategic pivot into AI infrastructure. Community discourse remains divided, with bulls pointing to potential future capacity in Texas and institutional interest, while bears focus on the stock's recent volatility, reliance on BTC price action, and skepticism regarding the timing of further hyperscaler partnerships.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is facing intense selling pressure and high volatility amid investor skepticism over its massive capital expenditure on AI infrastructure, rising debt levels, and a recent credit rating downgrade. While some investors remain bullish on the long-term potential of the company's cloud backlog and AI-driven growth, the community is deeply divided between those viewing the decline as a major buying opportunity and others warning of further downside risks.

Celcuity, Inc. operates as a cellular analysis company. The company discovers new cancer sub-types and commercializing diagnostic tests designed to improve the clinical outcomes of cancer patients treated with targeted therapies. The firm's proprietary CELx diagnostic platform is the commercially ready technology that uses a patient's living tumor cells to identify the specific abnormal cellular process driving a patient's cancer and the targeted therapy that treats it. The company was founded by Brian F. Sullivan and Lance G. Laing in January 2012 and is headquartered in Minneapolis, MN.

Celcuity Inc

Celcuity shares are in the spotlight following FDA approval of Revtorpyk, a breakthrough treatment for advanced breast cancer that significantly improves progression-free survival. The community is actively discussing the stock's potential as a buyout target, high short interest, and the impact of the company's transition to a commercial-stage biotech.

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 seeing a surge in community engagement driven by significant institutional activity, specifically a reported 5.9% stake disclosure from Citadel Securities, which has sparked intense debate over the stock's valuation and long-term trajectory. Community members are actively discussing the potential for a short squeeze alongside concerns regarding the company's production roadmap, cash position, and the status of its US redomicile plans.

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 is trending as it sits at the critical center of the semiconductor supply chain, with investors closely watching its role as the sole supplier of EUV lithography machines essential for advanced AI chip fabrication. Community discussion focuses on its massive backlog of orders, its position as a strategic bottleneck for global tech expansion, and the impact of evolving supply chain constraints on the broader AI ecosystem.

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 Group is trending as investors weigh a fresh $1 billion compute deal with Reflection AI against broader market concerns regarding hyperscale data center permitting and sector-wide volatility. While some community members express frustration over price pullbacks and short-term headwinds, bulls highlight the company's strong fundamental growth and massive global demand for AI infrastructure as key reasons to maintain long-term conviction.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

Crowdstrike is drawing significant market attention following strong quarterly results that beat analyst expectations and the announcement of a 4-for-1 stock split, though the shares experienced a pullback as investors weighed the company's premium valuation against its forward growth guidance. The cybersecurity sector remains in focus as industry leaders and IBM highlight that AI-driven cybersecurity is becoming a mission-critical enterprise priority, prompting active debate among the community regarding whether the sector's current run reflects sustained fundamental demand or an overheated valuation environment.

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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.

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