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Penguin Solutions, Inc. engages in designing, building, and managing enterprise solutions. It operates through the following segments: Advanced Computing, Integrated Memory, and Optimized LED. The Advanced Computing segment offers platform solutions and services for artificial intelligence, high-performance computing, machine learning, advanced modeling, and the internet of things. The Integrated Memory refers to integrated memory solutions through the design and development. The Optimized LED segment comprises a broad portfolio of application-optimized LEDs. The company was founded in 1988 and is headquartered in Fremont, CA.

Penguin Solutions Inc.

Record quarterly results and a raised fiscal 2027 outlook, supported by AI-driven data-center and memory demand, are driving attention. Many traders are bullish on the growth outlook, while others question whether the post-earnings rally can hold amid profit-taking and resistance concerns.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

Musks comments that TSMC is discussing a possible role in the Texas Terafab project are drawing attention, though no deal is confirmed. Traders debate whether TSMC would supplement Intels existing role or displace it, alongside bullish discussion of TSMCs AI-chip demand and recent strength.

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

POETs business update on production qualification, improving yields and planned capacity expansion is driving discussion, alongside frustration that it offered few concrete customer or shipment details. Bulls see progress toward commercialization, while skeptics question execution timelines and managements reliance on confidentiality restrictions.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

IWM is drawing attention for small caps persistent underperformance versus mega-cap tech, with traders linking the weakness to elevated yields and small companies greater rate sensitivity. The discussion is split between concern about further declines and hopes for a rebound from long-term technical support or a rotation into lagging small caps.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is drawing attention amid a sharp selloff in long-dated Treasuries as yields climb, with traders citing inflation and energy risks, heavy debt supply, and fiscal concerns despite softer jobs data and reduced rate-hike expectations. The discussion is largely bearish, though some traders see the fund as oversold and anticipate a relief bounce or eventual flight to safety.

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

Elon Musks discussions with TSMC about Terafab have raised concerns that Intel could lose some of its expected foundry role, weighing on shares despite CEO Lip-Bu Tan saying Intel will remain involved. Traders disagree over whether TSMC would merely supplement Intel or undermine the projects value as a showcase customer for Intels foundry business.

Ford Motor Co. engages in the manufacture, distribution, and sale of automobiles. It operates through the following segments: Ford Blue, Ford Model E, Ford Pro, Ford Credit, and Corporate Other. The Ford Blue, Ford Model E, and Ford Pro segment includes the sale of Ford and Lincoln vehicles, service parts, and accessories, together with the associated costs to develop, manufacture, distribute, and service the vehicles, parts, and accessories. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. The Corporate Other segment refers to corporate governance expenses, past service pension and OPEB income and expense, interest income and gains and losses from cash, cash equivalents, and marketable securities, and foreign exchange derivatives gains, and losses associated with intercompany lending. The company was founded by Henry Ford on June 16, 1903 and is headquartered in Dearborn, MI.

Ford Motor Co.

Ford Motor Co

Fords prolonged share-price slide and weakness near support dominate discussion, with traders split between buying an oversold dip and expecting further declines. Bearish concerns include softer vehicle and EV sales, F-150 production disruptions, and tariff and borrowing-cost risks.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists shares surged after Micron agreed to a five-year patent license worth $600 million and the companies settled their pending litigation. Traders welcomed the recurring payments and viewed a new SK hynix deal as a possible next catalyst, while some questioned the settlement terms; expectations for SK hynix and Google remain speculative.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Skydance Corp. - Ordinary Shares - Class B

Skydances completed Warner Bros. Discovery acquisition and debut under the SKYD ticker are driving discussion, with traders weighing the combined media library and expected synergies against heavy debt, dilution and uncertainty around the warrant distribution. Reactions are split between optimism about the expanded media business and frustration over weak share performance and financing risks.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Reports that SpaceX is seeking debt financing to buy Nvidia chips for its AI buildout dominate discussion. Traders are split over whether the spending can support future growth or adds debt and execution risk, with an upcoming share unlock adding to selling-pressure concerns.

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$NIKL So, why in the middle of a war, why is this war material being so unloved?

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Sprott Funds Trust. - Sprott Nickel Miners ETF

 So, why in the middle of a war, why is this war material being so unloved?

Winston Apfel

@wapple  probably because they use sulfur in the process of getting the nickel and sulfur goes through the Straight of Hormuz.

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  probably because they use sulfur in the process of getting the nickel and sulfur goes through the Straight of Hormuz.