SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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 Inc. is trending as investors aggressively react to robust quarterly financials and a massive revenue growth outlook, leading many to speculate that the stock is severely undervalued. The community is actively debating the potential for a significant short squeeze, with bullish sentiment fueled by heavy call activity, institutional interest, and the belief that fundamentals will force a valuation rerating.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas is trending following a volatile earnings release that showed significant revenue growth and raised full-year guidance, though share price action was heavily impacted by high short interest and institutional options positioning. The community is sharply divided between retail bulls focused on long-term backlog expansion and aggressive acquisitions, and skeptics citing ongoing cash burn, share dilution, and the stock's sensitivity to sector-wide volatility.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco Systems is experiencing significant selling pressure as investors react to concerns over gross margins despite the company posting strong quarterly revenue and earnings growth. The community remains divided, with many traders viewing the decline as an emotional overreaction and an institutional buying opportunity while others warn that the stock's elevated valuation makes it vulnerable to further algorithmic sell-offs.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is currently locked in a tight consolidation range as investors weigh stagnant institutional demand against anticipation of upcoming regulatory announcements. Community sentiment remains deeply polarized, with many market participants expressing frustration over the lack of upward momentum while others view the current price levels as a strategic accumulation opportunity.

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

Marathon Digital Holdings is trending as investors weigh significant Bitcoin sales alongside a strategic pivot toward AI and energy infrastructure, while community sentiment remains sharply divided between those optimistic about power-capacity expansion and vocal critics frustrated by executive compensation and the lack of signed tenant deals.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is surging following a highly anticipated Investor Day, where the company outlined a robust long-term financial model, committed to returning excess cash via share buybacks, and showcased new AI-focused memory technology. Community sentiment is overwhelmingly bullish, with many traders discussing a potential short squeeze and viewing the event as a catalyst for sustained growth, though some skeptical voices warn of market volatility and potential sell-the-news pressure.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending after successfully delivering its first Horizon 1 AI Cloud facility to Microsoft, a milestone that underscores the company's ability to execute on its massive long-term cloud services contract. Community discussions are heavily focused on the stock's potential for a short squeeze, with many users highlighting significant institutional accumulation and aggressive call buying as key drivers for a potential upward re-rating.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending as investors focus on the company's progress toward a Q4 BLA submission for its prostate cancer therapy, CAN-2409, alongside institutional accumulation and upcoming presentations. The community is actively discussing the potential clinical impact of the company's multi-modal immunotherapy platform, its recent CMC manufacturing updates, and the long-term commercial opportunity.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

Rumble is trending as investors react to the company's strategic pivot toward AI infrastructure following its Northern Data acquisition, with the community actively debating the potential for a short squeeze due to high short interest and rising costs to borrow. Market sentiment is being heavily influenced by comparisons to other AI cloud players and the anticipated revenue ramp from Quake AI, leading to strong daily volume and bullish calls for a price re-rating.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD.com shares are facing downward pressure as investors digest news of an impending European Commission probe into its acquisition of Ceconomy under foreign subsidy regulations. The market remains skeptical of the stock's performance, with community discussion highlighting frustration over the company's persistent underperformance compared to domestic tech peers and recurring gap-down trends.

$DELL

$SMCI

$HPE

$VRT

AI server stocks like $DELL and $SMCI have rallied this year on booming AI infrastructure demand. Which are you most bullish on right now? Vote and explain your reasoning in the comments.

Which AI server stock are you most bullish on right now - $DELL, $SMCI, $HPE, or $VRT? 
 
Drop a comment for other tickers.

Stocktwits

Dell Technologies Inc

Hewlett Packard Enterprise Co

Vertiv Holdings Co

Which AI server stock are you most bullish on right now - 

Stocktwits Polls

Yes, buying

No, staying away

Just holding what I have

Cerebras Systems ($CBRS) shares are falling following its Q2 earnings report. Are you buying $CBRS on the dip? Vote and explain your reasoning in the comments.

Cerebras Systems ($CBRS) is down sharply following Q2 earnings. Are you buying the dip?

Cerebras Systems Inc

) is down sharply following Q2 earnings. Are you buying the dip?

Double beat (rev + EPS)

Revenue beat, EPS miss

EPS beat, revenue miss

Double miss

Cerebras Systems ($CBRS) reports Q2 earnings today, with Wall Street expecting a narrower loss of $0.18 per share on roughly $194 million in revenue, reflecting 88% year-over-year growth. Do you expect a double beat, a mixed result, or a double miss? Vote and explain your reasoning in the comments.

Cerebras Systems ($CBRS) reports Q2 earnings today. What do you expect?

) reports Q2 earnings today. What do you expect?

$NBIS

$CRWV

Both

Neither

CoreWeave ($CRWV) and Nebius ($NBIS) shares are sharply higher following strong quarterly results. Which are you more interested in buying right now? Vote and explain your reasoning in the comments.

$NBIS and $CRWV both just posted strong quarterly results and their stocks are moving sharply higher. Which are you more interested in buying right now?

Nebius Group N.V. 

CoreWeave Inc

 both just posted strong quarterly results and their stocks are moving sharply higher. Which are you more interested in buying right now?

$AMZN

$MSFT

$GOOGL

$META

$AMZN, $MSFT, $GOOGL, and $META are set to spend nearly $700 billion combined on AI infrastructure in 2026, even as investors have grown increasingly wary of ballooning capex eating into free cash flow. Which hyperscaler are you most bullish on? Vote and explain your reasoning in the comments.

Which hyperscaler are you most bullish on for the next 12 months - $AMZN, $MSFT, $GOOGL, or $META?

Amazon.com Inc

Microsoft Corp

Alphabet Inc Class A

Meta Platforms Inc

Which hyperscaler are you most bullish on for the next 12 months - 

$CRWD

$NET

$PANW

Which cybersecurity stock are you most bullish on for the next 5 years - $CRWD, $PANW, $ZS, or $NET?  
 
Drop a comment for other tickers, or if you&#39;d rather play it through an ETF like $HACK.

Crowdstrike Holdings Inc

Palo Alto Networks Inc

Zscaler Inc

Cloudflare Inc

Amplify Cybersecurity ETF

Which cybersecurity stock are you most bullish on for the next 5 years - 

?  
 
Drop a comment for other tickers, or if you'd rather play it through an ETF like 

$LITE

$COHR

$IPGP

$AAOI

Photonics stocks have surged over the past year as AI data centers shift from copper to optical interconnects to solve bandwidth and power bottlenecks. Which photonics stock are you most bullish on right now? Vote and explain your reasoning in the comments.

Which photonics stock are you most bullish on right now - $LITE, $COHR, $IPGP, or $AAOI? 
 
Drop a comment for other tickers, or if you&#39;d rather play it through an ETF like $FOTO.

Lumentum Holdings Inc

Coherent Corp

IPG Photonics Corp

Applied Optoelectronics Inc

ETF Opportunities Trust - Tuttle Capital Pure Play Photonics ETF

Which photonics stock are you most bullish on right now - 

? 
 
Drop a comment for other tickers, or if you'd rather play it through an ETF like 

$BRK.B

$MNDY

$RUM

$TTD

Which of these trending stocks are you most bullish on for the next 12 months - $BRK.B, $MNDY, $RUM, or $TTD? 
 
Explain why in the comments.

Berkshire Hathaway Inc. - Ordinary Shares - Class B

Monday.com Ltd

Trade Desk Inc

Which of these trending stocks are you most bullish on for the next 12 months - 

$APLD

$IREN

Neocloud stocks have become some of the most talked-about plays on AI infrastructure demand, even as the sector has seen sharp volatility this year. Which neocloud stock are you most bullish on for the next 12 months? Drop a comment for other tickers.

Which neocloud stock are you most bullish on for the next 12 months - $NBIS, $CRWV, $APLD, or $IREN?  
 
Drop a comment for other tickers.

Applied Digital Corporation

Which neocloud stock are you most bullish on for the next 12 months - 

Yes, the bottom is in

Not yet, more downside ahead

Too early to tell

SpaceX ($SPCX) stock is up over 10% today and is well off its lows in the $104-$105 range. Has $SPCX stock bottomed? Vote and explain your reasoning in the comments.

SpaceX ($SPCX) stock held above $100 through its first post-IPO lockup expiration, with some options traders now betting the bottom is in. Do you think the stock has bottomed?

SpaceX

) stock held above $100 through its first post-IPO lockup expiration, with some options traders now betting the bottom is in. Do you think the stock has bottomed?

The Trade Desk ($TTD) shares plunged more than 20% after a Q2 earnings and revenue miss, along with disappointing Q3 guidance, sending the stock to fresh 5-year lows and triggering a wave of analyst downgrades and price-target cuts. Are you buying $TTD at these levels? Vote and explain your reasoning in the comments.

The Trade Desk ($TTD) stock is crashing after Q2 earnings missed estimates and issued weak Q3 guidance, hitting fresh 5-year lows. Are you buying at these levels?

) stock is crashing after Q2 earnings missed estimates and issued weak Q3 guidance, hitting fresh 5-year lows. Are you buying at these levels?

$DOCS

$CRSR

$TEAM

$DOCS, $AAOI, $CRSR, and $TEAM are all surging following their respective earnings reports. Which of these earnings declines are you most interested in buying? Vote and explain your reasoning in the comments.

Which of these earnings rallies are you most interested in buying - $DOCS, $AAOI, $CRSR, or $TEAM?

Doximity Inc

Corsair Gaming Inc

Atlassian Corporation Plc

Which of these earnings rallies are you most interested in buying - 

statis crypto Watchlist

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

<ul class="summary-bullets"><li>Stansberry contrasted CoreWeave’s second-quarter financial metrics with Amazon’s early capital spending, arguing that its investments in warehouses and fulfillment centers helped support a growing customer base.</li><li>He also pointed to Amazon’s operating cash flow, which turned positive after several years of investment, while arguing that CoreWeave has continued to consume significant amounts of cash as it expands.</li><li>Stansberry also highlighted the difference between the assets Amazon accumulated during its early expansion and the computing equipment CoreWeave uses to provide AI infrastructure.</li></ul>Porter Stansberry, former CEO of MarketWise, drew a connection between CoreWeave Inc. (CRWV) and a hypothetical transportation machine Jeff Bezos described in Amazon.com Inc.’s (AMZN) shareholder letter in 2004 to illustrate the risks of capital-intensive businesses.In a series of&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/porterstansb/status/2087568401141035283">posts</a> on X, Stansberry argued that CoreWeave’s rapid revenue growth and heavy spending on data-center infrastructure resemble the hypothetical business Bezos described, more than they resemble Amazon’s early expansion.However, “The Big Short” investor Michael Burry&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/michaeljburry/status/2087899968963047927">responded</a>, saying, “Jeff Bezos is so freakin smart yes, and Porter not far behind it seems. I do not believe Jeff shorted $CRWV. No one like him needs to die on a short hill.”<a href="https://stocktwits.com/symbol/CRWV">CoreWeave shares</a> were up more than 2% in Thursday morning’s trade.<h2 class="st-heading-2">Stansberry Draws CRWV-AMZN Comparison</h2>Stansberry focused on the amount of capital CoreWeave is deploying to expand its AI infrastructure, arguing that its economics differ from those of Amazon in its early years.He highlighted CoreWeave’s&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crwv-revenue-surge-over-100b-eventually-ai-compute-cheaper-morningstar/cZoF6uwRJgQ">second-quarter</a> (Q2) revenue of $2.58 billion, along with a $626 million net loss, $1.39 billion in depreciation and $640 million in interest expense.Stansberry contrasted those figures with Amazon’s early capital spending, arguing that the company’s investments in warehouses and fulfillment centers helped support a growing customer base.“Why did Amazon succeed with a debt-funded, heavy investment strategy? Because the underlying business is incredibly capital efficient,” Stansberry said.He also pointed to Amazon’s operating cash flow, which turned positive after several years of investment, while arguing that CoreWeave has continued to consume significant amounts of cash as it expands.<h2 class="st-heading-2">Stansberry Highlights CRWV’s AI Infrastructure Model</h2>Stansberry contrasted Amazon’s early assets with CoreWeave’s computing equipment, highlighting its six-year depreciation period amid Nvidia’s roughly annual GPU architecture updates.“Six generations of silicon will pass before the chips bought this quarter finish depreciating on CoreWeave’s books,” Stansberry wrote.He also highlighted CoreWeave’s customer and supplier ties, noting that Microsoft Corp. (MSFT) accounted for 67% of revenue last year, while Nvidia Corp. (NVDA) supplies its GPUs, owns a stake and has agreed to buy unsold capacity through April 2032.“Why doesn’t Nvidia just build the datacenters?” Stansberry asked. “What’s the purpose of having CoreWeave stand between Nvidia and Microsoft?”Stansberry also addressed CoreWeave’s $104 billion revenue backlog, arguing that the figure by itself does not establish how much free cash flow the company’s contracted business will produce.<h2 class="st-heading-2">What Bezos Said In His 2004 Letter</h2>In a 2004 letter to Amazon shareholders, Bezos used a hypothetical $160 million transportation machine with a four-year useful life to explain why earnings growth does not necessarily translate into shareholder value.The machine could handle 100,000 trips annually at $1,000 each, with earnings growing 100% annually to $150 million cumulatively, but generating $530 million in cumulative negative free cash flow over four years.“Unfortunately our transportation business is fundamentally flawed. There is no growth rate at which it makes sense to invest initial or subsequent capital to operate the business,” he wrote.Bezos then contrasted the hypothetical business with Amazon, highlighting the company’s focus on free cash flow and capital efficiency. Amazon had $246 million invested in fixed assets at the end of 2004, equivalent to 4% of its sales, while free cash flow grew 38% to $477 million that year.“Cash flow statements often don’t receive as much attention as they deserve. Discerning investors don’t stop with the income statement,” he wrote.<h2 class="st-heading-2">What Retail Investors Think Of CRWV Stock</h2>Retail sentiment on Stocktwits around CoreWeave trended in the ‘extremely bullish’ territory, with message volumes at ‘extremely high’ levels at the time of writing.<a href="https://stocktwits.com/symbol/CRWV">CRWV stock</a> is up 54% year-to-date, but down 7% over the past 12 months. The Invesco QQQ Trust (QQQ) is up 26% over the past 12 months, while the iShares U.S. Technology ETF (IYW) is up 38%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cohr-stock-wave-of-price-target-hikes-needham-major-ai-beneficiary/cZoqgZcRJLI">COHR Stock Gets A Wave Of Price Target Hikes After ‘Beat And Raise’ Q4 — Needham Sees Coherent As 'Major AI Infrastructure Beneficiary'</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of CoreWeave Inc. (NASDAQ:CRWV) on August 8, 2025, in Chongqing, China. 

Porter Stansberry Brings Jeff Bezos’ 2004 Transportation Machine Analogy Into CRWV Debate — Michael Burry Weighs In

Stansberry argued that CoreWeave’s rapid revenue growth and heavy spending on data-center infrastructure resemble the hypothetical business Bezos described, more than they resemble Amazon’s early expansion.

Equity

Global X Funds - Global X Artificial Intelligence & Technology ETF

iShares US Technology ETF

iShares Semiconductor ETF

<ul class="summary-bullets"><li>AMD aims to raise up to $5 billion across four note tranches with maturities ranging from three to 10 years.&nbsp;</li><li>Proceeds will cover general corporate needs, potential debt repayments, including $875 million in bonds maturing next month, and strategic AI expansion commitments.&nbsp;</li><li>The offering is being organized by six major financial institutions, led by Barclays, Bank of America, Citigroup, JPMorgan Chase, Morgan Stanley, and Wells Fargo.&nbsp;</li></ul>Advanced Micro Devices Inc.(AMD) share price rose 2% on Thursday amid reports the chipmaker is tapping the corporate bond market to secure up to $5 billion in what stands to be the semiconductor maker’s largest investment-grade debt sale on record.The size of the offering remains flexible and could adjust depending on investor appetite, Bloomberg reported, citing sources familiar with the transaction.&nbsp;Under the proposed structure, the chipmaker is offering senior unsecured notes across four distinct tranches, with maturities ranging from three to 10 years.&nbsp;As global enterprises and cloud providers scramble to integrate generative AI directly into their daily workflows, demand for specialized computing infrastructure has surged. Semiconductor manufacturers are facing immense pressure to scale up capital expenditures, secure raw material pipelines, and construct high-density data center architecture.&nbsp;AMD’s debt issuance reflects a broader trend across the tech sector, as companies are increasingly turning to credit markets to fund compute expenses.&nbsp;<h2 class="st-heading-2">Strategic Partnerships And Capital Commitments</h2>AMD recently finalized strategic agreements with cloud titan Microsoft Corp. (MSFT) and AI development lab Anthropic PBC to accelerate the rollout of its hardware. Under its agreement with Anthropic, the creator of the Claude AI system, AMD has pledged to invest up to $5 billion.In a regulatory filing, AMD indicated that revenue generated from the bond sale will go toward general corporate expenditures. The cash influx may also help refinance existing obligations, including $875 million of corporate debt that matures next month.In addition, earlier this February, Meta (META) announced a multi-year, multi-generation strategic partnership with<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ir.amd.com/news-events/press-releases/detail/1279/amd-and-meta-announce-expanded-strategic-partnership-to-deploy-6-gigawatts-of-amd-gpus"> Advanced Micro Devices</a> to deploy up to 6 gigawatts (GW) of AMD Instinct GPUs across its global data center footprint.<h2 class="st-heading-2">AMD Stock: Retail View&nbsp;</h2>Retail sentiment on Stocktwits was ‘bearish’ with ‘low’ message volumes.&nbsp;“The market is willing to lend AMD billions for several years, and it suggests lenders view AMD’s future cash generation and balance sheet as sufficiently strong,” a user&nbsp;<a href="https://stocktwits.com/capitalinc/message/661800892">said.</a><a href="https://stocktwits.com/symbol/AMD">AMD stock</a> has gained 133% year-to-date. The VanEck Semiconductor ETF (SMH) and the iShares Semiconductor ETF (SOXX) were up 2% and 2.4%, respectively.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

AMD logo at its office building in Zhongguancun, Beijing, China. (Photo credit should read Stringer/Future Publishing via Getty Images)

AMD Stock Gains As Chipmaker Reportedly Eyes $5B Debt Sale Amid Surging Compute Demand

Advanced Micro Devices Inc. is preparing to raise up to $5 billion in its largest-ever investment-grade debt offering to fund capital demands driven by the rapid growth of artificial intelligence.

Advanced Micro Devices Inc

Anthropic

VanEck Semiconductor ETF

<ul class="summary-bullets"><li>SanDisk expects revenue to grow in the mid-to-high teens over the next three years, supported by rising demand for AI and data center memory.</li><li>It said long-term agreements with eight customers have made revenue and cash flow more predictable.</li><li>Those agreements cover about half of the company’s expected memory sales next year and nearly two-thirds the following year.</li></ul>Shares of SanDisk (SNDK) rallied in midday trade on Thursday after the company unveiled a new financial model targeting&nbsp;adjusted free cash flow margins near 50%&nbsp;for fiscal year 2028 through 2030.CFO Luis Visoso said the company plans to return 100% of excess cash to shareholders after investing in the business. He pointed to the company’s growing number of long-term customer agreements as a key reason for its confidence in future cash flow.<blockquote>“Our confidence in the sustainability of the model comes from our multi-year NBMs that are based on intimate relationships with our customers and grounded in innovation and collaboration.”Luis Visoso, CFO, SanDisk</blockquote><a href="https://stocktwits.com/symbol/SNDK">SNDK stock</a> rose more than 13% in midday trade. On Stocktwits, retail sentiment dipped to ‘bullish’ from ‘extremely bullish’ territory over the past day, while chatter fell to ‘low’ from ‘high’ levels.&nbsp;<h2 class="st-heading-2">SanDisk Sees Strong Revenue Growth Ahead</h2>At its 2026 Investor Day, “SanDisk In Focus,” the company forecast revenue to grow in the mid-to-high teens over the next three years, helped by rising demand for memory from AI and data centers. SanDisk also expects to maintain gross margins of around 80% and operating margins near 75%. It sees operating expenses staying at roughly 5% of revenue.SanDisk said it’s also changing how it works with customers to make its business less exposed to the sharp ups and downs that have historically affected the memory industry.The company said it has signed long-term agreements with eight customers that include committed purchase volumes, minimum financial guarantees and structured pricing. Those deals cover about half of the memory bits SanDisk expects to sell next year and nearly two-thirds of its expected sales the following year.The company said the agreements should make revenue more predictable and give it greater visibility into future cash flow.<h2 class="st-heading-2">AI Could Create A New Memory Opportunity</h2>SanDisk is also betting that the AI boom will create new demand for memory beyond traditional storage. The company highlighted its latest NAND technology, including BiCS9 QLC and BiCS10 QLC, stating that BiCS10 can pack 60% more bits into the same space compared with its previous generation.The company also said it's developing High Bandwidth Flash (HBF) for AI inference. The technology is designed to help data centers handle the growing amount of information AI models need while generating responses.SanDisk expects demand for this type of memory to grow rapidly as AI workloads expand. It estimates the enterprise data center flash market could reach 1.2 zettabytes by 2030.“Our strong performance today is the direct result of disciplined execution against the strategy we outlined 18 months ago,” CEO David Goeckeler said.SNDK stock has gained over 530% this year and over 3,200% in the last 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cbrs-stock-drops-post-earnings-but-ubs-calls-sell-off-a-compelling-buying-opportunity-amid-wall-street-split/cZoqWwoRJL7">Cerebras Stock Tanks After Earnings, But Wall Street Sees A Buying Opportunity</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone displays the logo of SanDisk Corporation. (Photo illustration by Cheng Xin/Getty Images)

SNDK Stock Rallies After SanDisk Maps Out New Multi-Year Growth Plan, Targets 50% Adjusted Free Cash Flow Margin 

CFO Luis Visoso said the company plans to return 100% of excess cash to shareholders after investing in the business.

SNDK Stock Rallies After SanDisk Maps Out New Multi-Year Growth Plan, Targets 50% Adjusted Free Cash Flow Margin

CFO Luis Visoso said the company plans to return 100% of excess cash to shareholders after investing in the business. 


Latest News

Stocktwits Sentiment Index

Connect Stocktwits to ChatGPT