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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is surging as investors react to reports of a new cloud computing division designed to monetize its substantial AI infrastructure by selling excess compute capacity. The community is actively debating whether this strategic shift signals an overbuild in AI capex or a savvy transition toward a high-margin revenue model that positions Meta as a direct competitor to major enterprise cloud providers.

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, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is facing significant selling pressure as investors react to reports of Meta potentially entering the cloud compute market, fueling fears of increased competition and excess capacity in the AI infrastructure space. While the community is dividedwith some viewing the dip as a prime buying opportunity based on long-term backlog commitments and strong hyperscaler partnerships, others remain concerned about high debt levels and the impact of sustained insider selling.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is seeing high volatility and intense community debate as investors weigh the potential long-term demand for AI infrastructure against reports of hyperscalers planning to monetize excess compute capacity. While some traders view this as a threat to the neo-cloud business model, many investors remain bullish, arguing that high-level compute demand remains supply-constrained and that such moves confirm the strategic value of infrastructure assets.

Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.

Opendoor Technologies Inc

Opendoor Technologies is trending as investors monitor its official inclusion in the Russell 3000 index, a move that community members hope will drive institutional buying and alleviate downward pressure from short sellers. Sentiment remains polarized, with bullish long-term holders pointing to AI-driven operational improvements and potential housing policy tailwinds, while bears remain focused on the stock's recent price stagnation and ongoing macro-economic headwinds.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is currently trending as retail investors debate the stock's potential for a major short squeeze against a backdrop of high short interest and technical base-building efforts. While community sentiment remains polarized between long-term bullish convictions regarding its enterprise AI integrations and frustration over prolonged price volatility, market participants are closely monitoring for meaningful catalysts like enterprise contract wins or upcoming earnings to shift current momentum.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is currently facing significant volatility as investors weigh the retail giants aggressive expansion into high-margin advertising and nuclear energy initiatives against ongoing concerns regarding inventory management, inflation-driven margin compression, and recent heavy selling by the Walton family. Despite bearish sentiment surrounding the company's valuation and perceived lack of transparency, a vocal segment of the community remains focused on Walmart's fundamental retail dominance, with many viewing the current price action as an opportunistic entry point for a defensive long-term play.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is trending as traders debate whether recent NASA contract wins signify a fundamental re-rating for the stock or a "sell-the-news" event amid ongoing volatility and short interest. The community is actively discussing structural shifts in the lunar economy while closely monitoring technical levels, dilution concerns, and the stock's sensitivity to broader space sector momentum.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is attracting significant attention as traders bet on a fundamental turnaround driven by its QNX software platform and the highly anticipated Alloy Kore foundation. Community sentiment is overwhelmingly bullish, with investors aggressively dismissing short-seller narratives and rallying behind the company's expansion into physical AI, robotics, and mission-critical enterprise sectors.

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 experiencing significant volatility as investors weigh the stock's role in the AI data center infrastructure boom against concerns over missed self-imposed timelines for a major Kentucky facility lease deal. The community is actively debating the legitimacy of the recent pullback, with many bulls dismissing the price drop as algorithmic manipulation and stop-loss hunting by institutions, while others express frustration over management's lack of communication regarding the pending agreement.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is trending as market participants debate the long-term sustainability of the AI memory supercycle amid shifting hyperscaler spending narratives and institutional portfolio rebalancing. Community discussions are split between those viewing recent dips as strategic buying opportunities for a structural AI infrastructure play and those concerned that memory cyclicality and potential excess compute capacity could lead to near-term volatility.

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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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$SMCI Once 20+ $39B purchasing customers are leaked, you figure my $9.01 $SMCX can at least double to $18.  If I’m patient enough, 200% gain to $27 might be possible.   

$SMCL $SOXL $SOXS

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 Once 20+ $39B purchasing customers are leaked, you figure my $9.01 

 can at least double to $18.  If I’m patient enough, 200% gain to $27 might be possible.   



Alpha Bull

@AlphaBull_10M It was 8 bucks not that long ago and it was 34 last week.

 It was 8 bucks not that long ago and it was 34 last week.

Drillbig1

@AlphaBull_10M $30 plus again is possible and soon

myellow1998

@AlphaBull_10M looking to get back in here. Traded it a year or so ago is all but been away. Seems like a good time to enter after the offering. Is there any big difference between SMCX and SMCL other than volume?

 looking to get back in here. Traded it a year or so ago is all but been away. Seems like a good time to enter after the offering. Is there any big difference between SMCX and SMCL other than volume?

@Dr_My Just two competitors.  I usually go with the bigger market cap which makes it little bit more easy to trade.  

I traded SMCL before but this time I switched to SMCX

 Just two competitors.  I usually go with the bigger market cap which makes it little bit more easy to trade.  

I traded SMCL before but this time I switched to SMCX

@AlphaBull_10M hey thanks.  I’m going to pick some up and hold for awhile. I think like you said with some patience, this can be a really good gainer.

 hey thanks.  I’m going to pick some up and hold for awhile. I think like you said with some patience, this can be a really good gainer.

@Dr_My This is a big news.  SMCI will be building Space X&#39;s XAI data center.

StockTwits Web

 This is a big news.  SMCI will be building Space X's XAI data center.

@AlphaBull_10M yes I just saw that. Wow, huge news. When was that released? Was there a big pop after this. Sorry for my ignorance. I haven’t been following this recently

 yes I just saw that. Wow, huge news. When was that released? Was there a big pop after this. Sorry for my ignorance. I haven’t been following this recently