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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 is drawing attention after a steep selloff amid weakness across AI and semiconductor stocks, with traders also questioning whether the company can turn its optical-engine partnerships and customer orders into reliable, scaled revenue. Bulls point to Lumilens-related qualification and planned production expansion as signs of progress, while skeptics cite limited sales, cash burn, dilution and execution uncertainty ahead of the next results.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is drawing attention ahead of its Q3 report after a sharp pullback amid a broader AI and growth-stock selloff. Traders are split between expecting a rebound on data-center power demand and recent fuel-cell deals, and worrying that the stocks lofty valuation and high expectations leave room for a sell-the-news reaction.

Vicor Corp. engages in the design, development, manufacture, and marketing of modular power components. The firm provides complete power systems based upon a portfolio of patented technologies. Its products include AC-DC converters, power systems, and accessories. The company was founded by Patrizio Vinciarelli in 1981 and is headquartered in Andover, MA.

Vicor Corp.

A sharp selloff ahead of Vicors Q3 earnings report is driving discussion, despite the companys recent guidance increases tied to royalties from its Vertical Power Delivery licenses. Bulls view the pullback as an opportunity ahead of the results, while others are wary of the stocks volatility and continued weakness.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARAs steep, extended selloff and persistent underperformance versus Bitcoin dominate discussion, with traders blaming weak fundamentals and uncertainty around its AI/data-center pivot, especially the lack of signed tenant leases. Bearish frustration over continued declines and management is countered by dip-buying and short-squeeze speculation.

Aventus Network

AVT is drawing attention amid a volatile rebound and elevated trading activity in a thinly traded, low-float token, with traders watching for a technical breakout or squeeze. Aventus Clouds decentralized-compute and node updates add a bullish project narrative, while concerns about whale concentration, selling pressure, and weak liquidity temper the optimism.

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

CLSK is drawing attention after a steep selloff, with traders pointing to pressure across bitcoin miners and data-center stocks, rate concerns, and risks tied to its debt-funded buildout. Bulls see an oversold opportunity and cite the Meta-backed AI lease as a longer-term positive, while bears remain focused on financing and execution risks.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabets upcoming earnings are the main focus, with traders weighing optimism about Cloud and Gemini against speculation that AI capital spending could rise sharply. Bulls expect AI growth to support results, while bears worry spending may outpace returns and point to the stocks recent weakness.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsofts withdrawal from its UK data-center lease with Nscale is drawing attention, with traders citing power-grid delays that could leave the site without sufficient electricity until the 2030s. The community is split between seeing the move as prudent discipline with little near-term financial impact and worrying it signals broader constraints or pullbacks in AI infrastructure spending.

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

Direxion Daily Semiconductor Bear 3X ETF

SOXS is drawing attention after a sharp rally as traders position for further semiconductor weakness, citing worries about AI spending, chip valuations, and a possible sector correction. Bears see room for more gains, while others expect a semiconductor rebound and warn that the 3 inverse ETFs daily leverage and decay make chasing the move risky.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox is drawing attention around its earnings outlook after a Jefferies downgrade raised concerns about slower bookings growth; traders are debating that cautious view against signs of stronger engagement and renewed analyst optimism. Bulls see viral games and platform updates supporting a recovery, while bears remain focused on monetization, child-safety concerns and competitive threats.

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Morgan Stanley Sees Quantum Computing A $100B Market, And It's Betting On This Stock 

Equity

Morgan Stanley elevated Quantinuum to an overweight rating with an 88% upside target, naming it the top pure-play quantum computing stock.


TSEM Stock Bucks Market Selloff On Semtech AI Chip Deal Securing Capacity Across 3 Regions

Tower CEO Russell Ellwanger said the companies are qualifying solutions ahead of anticipated demand for future generations of optical connectivity products.


IonQ Shares Slide After Firm Announces $1.3B All-Stock Deal To Acquire Cybersecurity Firm Elisity 

The deal includes up to $150 million in performance-based earnouts.


Nebius Could Stand Apart In AI Cloud, Says William Blair – Sees Valuation Understating Long-Term Earnings Power

William Blair highlighted Nebius’ infrastructure scale, software capabilities, major customers, and access to capital as factors that could differentiate its AI cloud platform, according to TheFly, 

MDB Stock Plunges After CEO Leaves For Meta – Analysts Weigh Enterprise Ties Against Ittycheria Return

MongoDB President and CEO Chirantan "CJ" Desai stepped down immediately to become Meta's Chief Enterprise Platform Officer.


Quantum Selloff: Should Investors Consider These 3 Hyperscalers?

As quantum stocks face a valuation reset, hyperscalers offer exposure through cloud, AI and investments in quantum capabilities.

INFQ Stock Surges After Infleqtion Solves Key Technical Hurdle In Large-Scale Quantum Computing

Infleqtion’s latest breakthrough underscores the push to make quantum systems more commercially viable.


IONQ Stock On Track To Hit Over 1-Month High On Nvidia Superion 256 Deployment, Quantum Error Decoder Breakthrough 

IonQ said it would be the first on-premises quantum computing deployment at Nvidia’s Accelerated Quantum Research Center.

Nutanix Acquires Ryax Technologies To Tackle GPU Bottlenecks In Agentic AI — Plans Integration Across Enterprise AI Platforms

The Ryax deal gives Nutanix new tools to automatically determine where AI workloads should run, potentially helping enterprises use scarce, expensive computing resources more effectively.

QBTS, RGTI, QNT Stocks Rally After $100M Quantum Deals: US Government Takes Stakes In All Three

The U.S. government is committing a combined $300 million to D-Wave Quantum, Rigetti Computing and Quantinuum.


ETF Series Solutions - Defiance Quantum ETF

Neutral Sentiment

Yes, still bullish

No, losing confidence

Waiting to see earnings first

Never was bullish

Quantum computing stocks - like $IONQ, $RGTI, and $QBTS - were very popular in 2025, but the sector remains pre-profit and highly speculative. Are you still bullish on quantum?

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IonQ Inc

Rigetti Computing Inc

D-Wave Quantum Inc

 - were very popular in 2025, but the sector remains pre-profit and highly speculative. Are you still bullish on quantum?

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