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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

Intel is seeing significant momentum driven by a multi-year partnership with Google Cloud for AI infrastructure and intensifying speculation around a major chip-supply deal with Tesla and SpaceX. While some traders are expressing caution over the rapid vertical move, the community is actively debating the stock's long-term valuation potential as a domestic foundry leader versus the risks of a possible near-term pullback.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is currently in the spotlight as investors debate whether the stock can sustain a breakout above key resistance levels while managing volatility. The community remains highly focused on the companys transition from a crypto miner to a major AI infrastructure landlord, with ongoing discussions centered on potential hyperscaler partnerships, energy capacity buildouts, and whether the stock's recent price performance is a genuine accumulation phase or susceptible to broader geopolitical market pressures.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is trending following a massive $21 billion expansion of its AI cloud infrastructure agreement with Meta Platforms, which extends their partnership through 2032. While the deal has triggered significant bullish sentiment regarding long-term growth and AI compute demand, some investors are expressing caution due to the company's concurrent $3 billion convertible notes offering and broader volatility in the AI infrastructure sector.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings is seeing intense market activity as traders debate whether it is a legitimate AI infrastructure leader or an overextended bubble amid a broader sector rotation and geopolitical uncertainty. While the community remains deeply divided between those betting on its structural role in optical networking and those warning of a potential sharp correction due to its parabolic valuation, the stock continues to be a central focus of high-conviction retail and institutional flow.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is currently under intense selling pressure as investors weigh a provocative short thesis alleging that AI model provider Anthropic is capturing market share, leading to a heated community debate over whether this represents genuine fundamental risk or a coordinated market manipulation by short sellers. Traders remain deeply divided, with many dismissing the bearish commentary as a calculated attempt to trigger stop-losses, while others express concerns that the stock's valuation is becoming increasingly difficult to justify in the face of rapid sector-wide recalibration.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is facing significant selling pressure as investors weigh AI-related disruption fears against the company's strong fundamentals and enterprise moat. Despite recent insider buying and bullish analyst sentiment regarding ServiceNow's role in the AI workflow, the stock remains volatile as the broader software sector continues to navigate a challenging macro environment.

Applied Digital Corporation

Applied Digital is trending as investors digest a massive revenue beat alongside significant ongoing investments in data center infrastructure. The community is focused on the tension between the company's aggressive growth strategy, which involves substantial debt and deferred hyperscaler lease signings, and the immense underlying demand for AI compute capacity.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is capturing significant market attention following the unveiling of its ES9 luxury SUV, with investors closely monitoring its potential to challenge rivals in the premium electric vehicle segment. The community is actively debating the company's operational growth and battery-swapping infrastructure, with many sentiment-driven traders closely watching the stock's performance ahead of upcoming delivery milestones and macroeconomic catalysts.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is at the center of investor focus following reports that its data center infrastructure in Bahrain was damaged in an Iranian attack, even as the stock shows resilience against the backdrop of broader geopolitical tensions. The community remains deeply engaged in debates over the stock's long-term valuation and potential acquisition interest in the satellite sector, while closely watching AWS performance as a key driver of AI-led growth.

Eos Energy Enterprises, Inc. designs, manufactures, and deploys battery storage solutions for the electricity industry. It offers the Eos Znyth DC battery system product which designs to meet the requirements of the grid-scale energy storage market. The company was founded in 2008 and is headquartered in Edison, NJ.

Eos Energy Enterprises Inc - Ordinary Shares - Class A

Eos Energy is currently a focal point for traders following a volatile earnings miss and subsequent insider buying, sparking intense debate between bears anticipating further downside and bulls betting on a rebound based on backlog and capacity expansion. Community discourse is heavily polarized, with many investors closely monitoring the high short interest and potential legal risks while some see the recent price consolidation as a strategic accumulation opportunity.

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StockTwits Macro Discussion Stream 02/26/12

David Schawel

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Meta Platforms Inc

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Hims & Hers Health Inc

Plainly put, will rising oil prices lead to lower metals demand in Asia thereby leading to lower gold/silver prices? $GLD $SI_F $USO $MACRO

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Silver Futures

SPDR Gold Shares ETF

United States Oil Fund

Plainly put, will rising oil prices lead to lower metals demand in Asia thereby leading to lower gold/silver prices? 

Robert Sinn

As you mentioned and I wrote as well, if the oil spike is short term (I think it must be) maybe not a long trend?

EconomicDisconnect

It feels more like 1999 than 2009....what does that mean for what to own in the markets  $$

Alphabet Inc - Ordinary Shares - Class C

Microsoft Corp

Howard Lindzon

@howardlindzon yup! TheÂ Eurozone is like Japan &amp; Asian contagion of 90s BUT high end retail and excess of 80s is backÂ $tif $rl $kors $sksÂ 

Saks Incorporated

Michael Kors Holdings Ltd

Ralph Lauren Corp - Ordinary Shares - Class A

 yup! TheÂ Eurozone is like Japan & Asian contagion of 90s BUT high end retail and excess of 80s is backÂ $tif 

Lightspeed Commerce Inc - Ordinary Shares (Sub Voting)

Eddie Heisenberg Mah

@davidschawel Any thoughts on my housing piece? or my QE3 piece? http://stks.co/2Z5R $MACRO

I have personally seen and heard of numerous anecdotes that help to add weight to the argument that a bottom is in for US housing. However, it may be a "bathtub bottom", certainly not the V-shaped bottom that we have witnessed in equities over multiple time frames recently.

Robertsinn

US Housing has Bottomedâ€¦or Has it?

 Any thoughts on my housing piece? or my QE3 piece? 

@DavidSchawel What do you see the effects of additional QE being on the real economy? Will additional QE be in the form of LSAPs? $MACRO

 What do you see the effects of additional QE being on the real economy? Will additional QE be in the form of LSAPs? 

World LNG Prices: http://stks.co/2Z62 (PDF). At what *rate* would high oil force transition to NG? It&#39;s much slower than most would hope.

Ferc

 (PDF). At what *rate* would high oil force transition to NG? It's much slower than most would hope.

Enphase Energy Inc

Solaredge Technologies Inc

Gregor Macdonald

It&#39;s a particularly dangerous time--much more so than, say, 2008--to be too U.S.-centric in one&#39;s view of oil prices. Not about US anymore.

It's a particularly dangerous time--much more so than, say, 2008--to be too U.S.-centric in one's view of oil prices. Not about US anymore.

Chris Nelder

I must disagree w/ my good friend @GregorMacdonald about energy transition timeline. First 5 years have been about demand destruction only.

 about energy transition timeline. First 5 years have been about demand destruction only.

Japanese inflation has trended nearly 200bps below their new target- how do they plan to get to 1%? Monetary policy alone via BoJ? $EWJ

iShares MSCI Japan ETF

Japanese inflation has trended nearly 200bps below their new target- how do they plan to get to 1%? Monetary policy alone via BoJ? 