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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Ahead of the Q2 print, NVDA is trending as retail sentiment splits over whether a blowout will finally reward the stock after eight straight red sessions, with BofA defending the fundamentals as OpenAI's custom chip adds competitive noise.

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 is surging in stocktwits chatter after reporting H1 revenue up 99% to $78.4M and raising FY2026 guidance to at least $200M, yet the stock is selling off double-digits. The community is split between frustrated longs calling the drop a short-squeeze opportunity driven by 'fake math' headlines and skeptics flagging widened IFRS losses and heavy stock-based compensation. Eyes are now on the earnings call for clarity on margins and funding, with the broader AI-infrastructure rally in focus.

Abercrombie & Fitch Co. engages in the retail of apparel, personal care products, and accessories. The firm operates through following geographical segments: Americas, Europe, the Middle East and Africa (EMEA), and Asia-Pacific (APAC). Its brands include Abercrombie and Hollister. The company was founded by David Abercrombie in 1892 and is headquartered in New Albany, OH.

Abercrombie & Fitch Co. - Ordinary Shares - Class A

Abercrombie & Fitch Co.

ANF is surging ~32% on a massive Q2 beat-and-raise, with record sales, EPS nearly double estimates, an increased $500M+ buyback, and a $100M tariff refund fueling the stock's best day ever. Social sentiment is split between those citing the short squeeze and strong fundamentals, and skeptics who dismiss the move as largely driven by one-time benefits and expect a sharp pullback.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave is drawing attention as the quantum sector experiences a volatile, high-volume shakeout following its Q2 earnings report, which showed flat revenue but a massive surge in bookings and backlog. The community is sharply divided between bulls citing operational momentum and oversold conditions, and bears arguing the valuation is disconnected from the current financials, while the CFO's impending retirement adds to the uncertainty.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is trending as traders react to its first-ever reported revenue and the Groves reactor reaching criticality, fueling a sharp rebound after a prolonged decline. The conversation is split between bullish narratives tied to AI-driven nuclear power demand and short-squeeze potential, versus bears citing the low revenue relative to its market cap and ongoing insider sales, making it a high-volatility battleground.

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

Netlist is drawing attention as a pivotal legal cluster approaches, with the upcoming Federal Circuit hearing and looming ITC action against Micron fueling heavy speculation. The community is squarely focused on the momentum from the Samsung settlement and growing conviction that Micron or SK hynix will be forced into a similar deal, with traders viewing recent low-volume price action as short covering or accumulation ahead of a major catalyst.

WhiteFiber, Inc. provides AI and HPC infrastructure & cloud and data center solutions. It operates through the following segments: Cloud Services and Colocation Services. The Cloud Services segment offers computing services to support generative AI workstreams. The Colocation Services segment provides customers with physical space, power and cooling within the data center facility. The company was founded on August 15, 2024 and is headquartered in New York, NY.

Whitefiber Inc.

WhiteFiber, Inc.

WYFI is trending after its $270M convertible notes offering triggered a sharp selloff, sparking intense debate between bulls calling it an overreaction and shorts warning of dilution. Traders are also focused on the high short interest and potential for a squeeze as the AI data center story remains in focus.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

INTU is under heavy fire after its Q4 report and weak FY27 guidance triggered multiple analyst downgrades and price-target cuts, though retail sentiment on Stocktwits has paradoxically turned extremely bullish as dip buyers fight the move. The core debate centers on whether the AI disruption narrative hitting TurboTax and QuickBooks is overdone, with active traders split between those expecting further downside toward $300 and others calling the selloff a manipulation-driven overreaction.

AbbVie, Inc. is a research-based biopharmaceutical company, which engages in the development and sale of pharmaceutical products. It focuses on treating conditions such as chronic autoimmune diseases in rheumatology, gastroenterology, and dermatology, oncology, including blood cancers, virology, including hepatitis C virus (HCV) and human immunodeficiency virus (HIV), neurological disorders such as Parkinson’s disease, metabolic disorders, including thyroid disease and complications associated with cystic fibrosis, pain associated with endometriosis, and other serious health conditions. The company was founded on October 19, 2011 and is headquartered in North Chicago, IL.

Abbvie Inc

ABBV is under pressure after failing to hold above the $267 resistance, with traders debating a potential dip toward the $250s while a large $300 call position signals long-term optimism. The broader biotech rally and ongoing speculation about AbbVie's potential entry into the obesity market via M&A keep the stock in focus.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

SNAP is selling off sharply as the market digests Meta's massive teen-safety settlement, fueling fears that Snap faces similar legal exposure on top of its own ongoing addiction lawsuits and recent insider selling. Traders are split between calling it an overreaction and noting Snap's repeated pattern of giving back gains.

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Apple&#39;s Strategy is best thought of as a Real Estate Play:

- Desktop 
- Lap 
- Pocket 
- Bag 
- Wrist

#AppleWatch  $AAPL

Azaria

Greg Challman

Howard Lindzon

lazy dog capital

StockTwits for iOS

Apple Inc

Apple's Strategy is best thought of as a Real Estate Play:

- Desktop 
- Lap 
- Pocket 
- Bag 
- Wrist



Mark Sigal

Stocktwits

jeremy elliott

@howardlindzon right! They HAVE to do VR some day, right? Hardware, Software, Service Platform; Commerce, Haptic &amp; Taptic Experience.

 right! They HAVE to do VR some day, right? Hardware, Software, Service Platform; Commerce, Haptic & Taptic Experience.

@netgarden i am not so sure.  its early and definitely they wont pay 2 billion for what facebook had to

 i am not so sure.  its early and definitely they wont pay 2 billion for what facebook had to

@howardlindzon I think Apple builds it organically. They understand Retina down to a very small scale and are focused on Continuity.

 I think Apple builds it organically. They understand Retina down to a very small scale and are focused on Continuity.

@netgarden that would be cool.  its not my thing.  I like the iphone.  i dont see the future yet.  patient with what we have now

 that would be cool.  its not my thing.  I like the iphone.  i dont see the future yet.  patient with what we have now

@howardlindzon I hear you. Did you ever read Snow Crash? It does the best job of conceiving what the Meta Verse looks like.

 I hear you. Did you ever read Snow Crash? It does the best job of conceiving what the Meta Verse looks like.

@howardlindzon for about $12, you can get the book read to you on kindle iOS app. It is a well rendered piece. http://stks.co/h1wOr

Amazon

Snow Crash (Bantam Spectra Book)

 for about $12, you can get the book read to you on kindle iOS app. It is a well rendered piece. 