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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 surging after a surprise preliminary report revealing a massive record-breaking backlog and a significant jump in gross margins to 15-17%, prompting investors to anticipate a major short squeeze given the stock's high short interest. While the company faces ongoing scrutiny regarding internal controls and past investigative pressures, the community is actively debating whether these strong fundamentals will trigger a sustained rally or lead to further volatility.

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

Direxion Daily Semiconductor Bull 3X Shares

The Direxion Daily Semiconductor Bull 3X Shares (SOXL) is experiencing extreme volatility driven by a sharp sell-off in memory chip stocks and broader investor concerns regarding AI sector sustainability. Community discussion is focused on the intense overnight fluctuations, with many traders debating whether recent lows indicate a buying opportunity or if the semiconductor sector remains in a bearish consolidation phase.

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 A

Alphabet Inc Class A

Alphabet is facing a sell-off driven by reports of delays for its flagship Gemini 3.5 Pro model due to performance gaps, fueling concerns about the company's competitive position against OpenAI and Anthropic. While some investors view the price drop as a buying opportunity given Google's dominant infrastructure and cloud growth, others are expressing anxiety over rising AI capital expenditures and the pace of execution in the AI race.

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 rallying strongly after announcing $2.8 billion in new AI cloud contracts and raising its future annual revenue targets, fueled by increased demand from major developers. Investors are actively debating the company's valuation, dilution risks, and institutional growth potential, while technical traders focus on critical resistance levels to see if the recent momentum can sustain a further breakout.

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 investors are bracing for high volatility ahead of upcoming earnings, with the community split between those viewing the current price pullback as an attractive entry point for long-term AI-driven workflow adoption and others fearing a deeper correction due to broader software sector weakness. Sentiment is polarized as traders monitor key technical support levels, looking for confirmation of whether this is a pre-earnings shakeout or a sustained breakdown in momentum.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the following segments: Materials and Magnetics. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP Materials is trending as investors monitor escalating geopolitical tensions, specifically China's decision to place the company on an export control list, which underscores its strategic importance to U.S. defense and technology supply chains. While some market participants are wary of volatility and the potential impact of short interest, others remain bullish on the long-term thesis, citing consistent support from federal defense partnerships and upcoming earnings expectations.

JetBlue Airways Corp. engages in the provision of air transportation services. Its brands include jetBlue, jetBlue Vacations, Paisly, and TrueBlue. It operates through the following geographic segments: Domestic and Canada, Caribbean and Latin America, and Atlantic. The company was founded by David Gary Neeleman in August 1998 and is headquartered in Long Island City, NY.

Jetblue Airways Corp

JetBlue is trending as investors digest news of potential acquisition interest alongside a broader surge in airline stocks driven by favorable developments in the Middle East and falling oil prices. The community remains focused on the company's aggressive network expansion in South Florida and speculation regarding a possible merger as a catalyst for future valuation.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. 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

AMD is currently trending as investors weigh a major expansion of its Azure partnershipcentered on the new Helios AI rack-scale systemagainst broader market concerns regarding AI capital expenditure and geopolitical tensions. While community members remain divided between those anticipating a major breakout heading into the company's upcoming AI event and those skeptical of the sustainability of the current AI-valuation rally, the stock is seeing significant volatility as traders speculate on potential hyperscaler demand.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending as investors fixate on its massive AI capital expenditure and the critical need for prominent ROI on these investments during the upcoming earnings report. The community is heavily debating whether this spending confirms a sustained AI infrastructure expansion or represents a valuation risk that could trigger a significant correction for Google and the broader semiconductor sector.

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

NVIDIA is capturing investor attention following a strategic 9.3% stake disclosure in Nebius, which has reignited discussions around AI infrastructure and data center expansion. While the community remains divided over the stock's recent price stagnation compared to the broader semiconductor rally, active debate continues regarding the long-term potential of the Vera Rubin platform versus ongoing geopolitical and fiscal concerns impacting the tech sector.

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 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 
 


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$NOW $MSFT $CRM 
* Businesses don’t want lots of apps. 
    * Every custom application becomes something that must be secured, updated, audited, and maintained.
    * Most companies prefer buying a proven platform instead of reinventing it.
* Data is the real moat.
    * AI is only as good as the data it can access.
    * Companies like ServiceNow, Salesforce, Microsoft, SAP, and Workday already organize the enterprise’s data, permissions, and workflows.
* Governance matters.
    * Large enterprises need:
        * Access controls
        * Audit trails
        * Compliance
        * Version history
        * Security
    * AI doesn’t eliminate those needs—it makes them even more important.
* Enterprise integrations are incredibly complex.
    * A Fortune 500 company might have hundreds or thousands of systems.
    * Someone has to connect HR, finance, CRM, manufacturing, security, cloud infrastructure, and identity management.

mike bass

@4years_2_retirement Well I think the thesis is here that AI will write all this software itself soon. Just like you know - you vibe it into existence.

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jesre13

Microsoft Corp

Salesforce Inc

 
* Businesses don’t want lots of apps. 
    * Every custom application becomes something that must be secured, updated, audited, and maintained.
    * Most companies prefer buying a proven platform instead of reinventing it.
* Data is the real moat.
    * AI is only as good as the data it can access.
    * Companies like ServiceNow, Salesforce, Microsoft, SAP, and Workday already organize the enterprise’s data, permissions, and workflows.
* Governance matters.
    * Large enterprises need:
        * Access controls
        * Audit trails
        * Compliance
        * Version history
        * Security
    * AI doesn’t eliminate those needs—it makes them even more important.
* Enterprise integrations are incredibly complex.
    * A Fortune 500 company might have hundreds or thousands of systems.
    * Someone has to connect HR, finance, CRM, manufacturing, security, cloud infrastructure, and identity management.

Jaxson Stallings

@4years_2_retirement dude chill I’m bullish on $CRM and $NOW 😂… loading up at this levels.

@jesre13 
My bad bro…I misunderstood you

@4years_2_retirement all good. I thought my sarcasm comes across my message very well. But maybe not.

 all good. I thought my sarcasm comes across my message very well. But maybe not.

@jesre13 
I see it now
I love sarcasm however on here you never know what people’s intentions are when they write shit

 
I see it now
I love sarcasm however on here you never know what people’s intentions are when they write shit

@jesre13 isn’t this price movement hysterical it’s extremely obvious what’s going on here. Shorts are having a field day with this thing if they’re wrong and tomorrow’s after hours earnings are insane as well as the guidance. This thing is gonna skyrocket. It’s gonna pull a snowflake.

 isn’t this price movement hysterical it’s extremely obvious what’s going on here. Shorts are having a field day with this thing if they’re wrong and tomorrow’s after hours earnings are insane as well as the guidance. This thing is gonna skyrocket. It’s gonna pull a snowflake.

@4years_2_retirement ya mostly because institutions show up on a weekly basis (once we see a bit of a bounce) - and release their new downgrade like Morgan Stanley did today.

I’m holding into next year so whatever happens now I don’t really care about. And if it dips even lower - perfect buy opportunity. This is how a winning game is played.

I doubt they will let it go below 150 for $CRM and $80 for $NOW . They don’t want to give retail their shares.

 ya mostly because institutions show up on a weekly basis (once we see a bit of a bounce) - and release their new downgrade like Morgan Stanley did today.

I’m holding into next year so whatever happens now I don’t really care about. And if it dips even lower - perfect buy opportunity. This is how a winning game is played.

I doubt they will let it go below 150 for 

 . They don’t want to give retail their shares.

@jesre13 agreed I’m holding 500 shares of NOW at $98 and 14,000 NOWL shares at $4.65
I think with IBM pre-releasing their earnings. They were trying to soften the blow as they expect now to have an earnings blowout in my opinion.

But I agree if this drops significantly after earnings and earnings is good I’m buying a shit ton more

The CEO was the former CEO of SAP and he did a fantastic job with SAP for a decade he’s been with NOW for the better part of 4 to 5 years now this is where things start really working out well for the company

 agreed I’m holding 500 shares of NOW at $98 and 14,000 NOWL shares at $4.65
I think with IBM pre-releasing their earnings. They were trying to soften the blow as they expect now to have an earnings blowout in my opinion.

But I agree if this drops significantly after earnings and earnings is good I’m buying a shit ton more

The CEO was the former CEO of SAP and he did a fantastic job with SAP for a decade he’s been with NOW for the better part of 4 to 5 years now this is where things start really working out well for the company

@4years_2_retirement for me it’s just logic. Whoever thinks that AI will make $CRM or $NOW obsolete has never worked for a big business. You can’t simply vibe code something together… on a small level sure. I think next year or so it will become more clearer. Just need 2-3 quarters to show with data that bears are wrong.

 for me it’s just logic. Whoever thinks that AI will make 

 obsolete has never worked for a big business. You can’t simply vibe code something together… on a small level sure. I think next year or so it will become more clearer. Just need 2-3 quarters to show with data that bears are wrong.