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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is trending after its strong Q2 earnings beat and raised FY26 revenue guidance, fueling a community debate: many view the AI infrastructure leader as massively undervalued with short squeeze potential, while others focus on persistent margin compression and alleged market manipulation.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Advanced Micro Devices is trending after reporting strong Q4 earnings and optimistic long-term data center growth projections. However, a significant after-hours dip, stemming from Q1 guidance that exceeded consensus but missed elevated AI expectations, fuels community debate between those identifying a 'buy the dip' opportunity and concerns about overvaluation within the semiconductor sector.

BlackRock Institutional Trust Company N.A. - iShares Expanded Tech-Software Sector ETF

iShares Expanded Tech-Software Sector ETF

The iShares Expanded Tech-Software Sector ETF (IGV) is experiencing an extreme sell-off and record trading volume, fueled by market concerns that new AI productivity tools threaten traditional software models, prompting community discussion around potential capitulation and the sector being deeply oversold.

"What's Updog?" is a Community Led token.

UpDog

UPDOG is trending, driven by its community leveraging the "What's UpDog?" joke and "The Dog Stays Up" mantra. Investors are actively encouraged to join this long-standing Solana meme coin, with discussions highlighting the potential for substantial gains.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle Mexican Grill is trending after its Q4 earnings showed revenue and EPS beats, but a flat comparable sales forecast for 2026 fueled community concerns over management's outlook, menu pricing, and perceived shrinking portion sizes, creating strong debate on its immediate trajectory.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is surging after its Q4 earnings surpassed expectations and offered an improved outlook, igniting widespread relief and discussions of a significant turnaround for the solar stock. The positive news, combined with substantial short interest, is fueling community speculation of a short squeeze and renewed optimism for Enphase's new product lines and the broader solar sector.

Snap, Inc. operates as 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 Inc. is experiencing extreme volatility ahead of its upcoming earnings report, with widespread community discussion fueled by a significant pre-earnings stock drop. While many investors are buying the dip, citing strong user engagement and new monetization strategies like Snapchat+ and storage fees, others remain cautious due to ongoing profitability concerns and the potential impact of global social media usage restrictions on younger demographics.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

Seagate Technology is trending after reporting strong earnings and an upbeat outlook, driven by overwhelming AI and cloud demand that has booked its high-capacity storage through 2026 and beyond. The community is buzzing about this "memory supercycle" while some debate the stock's recent parabolic rise.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital is trending following strong earnings and optimistic guidance, propelled by surging AI and cloud demand, and a new significant share repurchase program. The community is actively debating its "undervalued" status within the severe memory bottleneck, leading many to see it as a resilient play in the ongoing supercycle.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is trending amidst anticipation for its upcoming Eagle Line inauguration event and earnings report, with community discussions buzzing about potential new OEM partnerships and a strategic board appointment signaling a shift towards commercial scaling of its solid-state battery technology.

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 China ETFs in Focus as Beijing's Trade Surplus Touches Record $1.2T

China's record $1.19T trade surplus amid tariffs puts China ETFs like MCHI in focus, as exports pivot beyond the US and high-tech shipments surge. 

Time for China ETFs Now?

China ETFs are back in focus as easing policy, resilient exports and Goldman's bullish outlook lift tech and large caps like FXI, CQQQ and ECNS.

Top-Performing ETF Areas of August That Are Up At Least 20% 

ETFs tied to Cannabis, Asia, China, materials and bitcoin miners led August's gains in Wall Street. ETFs like WEED, KSTR, CNXT, GBUG and WGMI won in August.

Top-Performing ETFs of Last Week

ETFs tied to cannabis, Ethereum and Chinese tech stocks topped last week's winners list. Top performers were KSTR, YOLO, ARKZ, CHIQ and CNXT.

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