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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is facing increased scrutiny over softening viewer engagement, prompting aggressive strategic pivots into live TV, sports, and bundled offerings to protect its market share. While community members remain divided over whether these expansion efforts represent a necessary evolution or a sign of an eroding competitive moat, investors are closely monitoring the stock ahead of upcoming earnings to see if these initiatives can successfully stabilize retention and re-accelerate growth.

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 Inc. is trending as investors monitor high trading volume and a bullish breakout setup, with the community actively debating potential upside tied to a pending housing bill and upcoming earnings expectations. While some participants focus on technical indicators and institutional accumulation, others remain skeptical about the company's valuation and volatility.

Fermi, Inc. engages in the development of energy infrastructure. It intends to develop an energy and data center development campus to support the needs of to-be-built AI infrastructure. The company was founded by Rick Perry, Toby Neugebauer and Griffin Perry on January 10, 2025 and is headquartered in Amrillo, TX.

Fermi Inc

Fermi LLC

Investors are actively debating Fermi's long-term potential, with significant community attention focused on the possibility of an imminent anchor tenant announcement following recent infrastructure progress and unusual options activity. While some community members express frustration over volatility and governance uncertainty, others are highlighting the stock as a high-risk, high-reward play on AI power demand.

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 is driving significant market conversation as investors weigh the company's aggressive strategy to double AI infrastructure capacity and develop in-house AI chips against broader concerns over ballooning capital expenditures. While community sentiment remains split between excitement over Meta's vertical integration into the AI supply chain and skepticism regarding the long-term ROI of this massive spending, the stock is seeing intense volume as traders react to shifting narratives around compute demand.

FuboTV, Inc. is a consumer-first live TV streaming company with the mission of delivering premium sports, news and entertainment programming that offers greater choice, flexibility and value. The company was founded by David Gandler, Alberto Horihuela Suarez, and Sung Ho Choi on February 20, 2009 and is headquartered in New York, NY.

fuboTV Inc - Ordinary Shares - Class A

fuboTV Inc

FuboTV is seeing increased retail activity following the appointment of Alisa Bowen as the new CEO to replace David Gandler, sparking hopes for a strategic turnaround. Investors are actively debating the leadership transition and whether this move marks the beginning of a genuine recovery or if the stock remains a high-risk play struggling with long-term performance issues.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is experiencing intense market debate as investors weigh its pivot toward agentic AI orchestration against persistent price stagnation and significant short interest. The community is actively discussing the company's GAAP profitability and share buyback program, with many speculating that the high daily trading volume signals an impending institutional move or potential short squeeze.

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 is trending following a strategic acquisition of a large-scale powered land site in Texas, which investors are analyzing as a potential competitive edge in the growing AI and high-performance computing infrastructure sector. While some community members are bullish on this pivot toward digital infrastructure and doubled power capacity, others remain skeptical about execution timelines and are actively debating the company's long-term management strategy versus its traditional bitcoin mining operations.

Delta Air Lines, Inc. engages in the provision of scheduled air transportation for passengers and cargo. It operates through the Airline and Refinery segments. The Airline segment provides scheduled air transportation for passengers and cargo. The Refinery segment provides jet fuel to the airline segment. The company was founded by Collett Everman Woolman in 1928 and is headquartered in Atlanta, GA.

Delta Air Lines, Inc.

Delta is in the spotlight as investors parse its Q2 earnings report, focusing heavily on how the airline manages rising fuel costs and whether resilient travel demand can offset margin pressures. The community is actively debating the stock's valuation, with many traders watching closely for guidance on summer travel demand and the airline's ability to navigate broader cyclical industry headwinds.

Pagaya Technologies Ltd. engages in the development of AI and data networks for the financial industry. Its product deploys data science, machine learning and AI technology to evaluate the customers' applications in real time. The company was founded by Gal Krubiner, Sanjiv Das, Yahav Yulzari, and Avital Pardo on March 20, 2016 and is headquartered in New York, NY.

Pagaya Technologies Ltd - Ordinary Shares - Class A

Pagaya Technologies Ltd

Pagaya Technologies is seeing significant investor interest following an insider share purchase by the CEO and positive analyst coverage, while the community continues to debate the stock's potential for a short squeeze given its high short interest and undervaluation relative to its fintech peers. Traders remain divided as they balance optimism surrounding the company's AI-powered credit infrastructure and upcoming earnings with concerns about macro headwinds and historical volatility.

Amentum Holdings, Inc. engages in mission-critical, technology-driven services in government and commercial markets. It operates through the Digital Solutions and Global Engineering Solutions segments. The Digital Solutions segment provides advanced digital and data-driven solutions including intelligence analytics, space system development, cybersecurity, and next generation IT. The Global Engineering Solutions segment manages large-scale environmental remediation, nuclear power solutions, platform engineering, sustainment and supply chain management. The company was founded on November 26, 2019 and is headquartered in Chantilly, VA.

Amentum Holdings Inc.

Amentum Holdings is experiencing significant community frustration due to persistent selling pressure and ongoing price weakness, despite the company's large project backlogs and recent NASA contract wins. Investors remain divided, with many actively debating whether the stock is a long-term value opportunity that will eventually decouple from broader defense sector trends or if the current downtrend reflects structural issues in government services spending.

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$ATOM 
If the Q2 call gets set at a later than usual date, I might see that as a possible good leading indicator.

Grasping a bit but wth.

Mr. Long

Smeta Murgaty

Jon Jones

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Atomera Inc

 
If the Q2 call gets set at a later than usual date, I might see that as a possible good leading indicator.

Grasping a bit but wth.

Antares

@Antares29 ,
I dont think it matters. If they have news they will drop it on the cc, which will probably be the first tuesday august 4th.
They should have a good idea if they will be in the next generation of GAA.  If we get hardly any talk about that, then its likely fallen through.
Scott has talked about gate all around first and formost for the last 2.5 years.
To suddenly make it back up to GaN on Mst, it will noy be a good sign.  GaN on MST and for RF especially, is a miniscule market compaired to leading edge CPU.

Seneca

StockTwits For Android 

 ,
I dont think it matters. If they have news they will drop it on the cc, which will probably be the first tuesday august 4th.
They should have a good idea if they will be in the next generation of GAA.  If we get hardly any talk about that, then its likely fallen through.
Scott has talked about gate all around first and formost for the last 2.5 years.
To suddenly make it back up to GaN on Mst, it will noy be a good sign.  GaN on MST and for RF especially, is a miniscule market compaired to leading edge CPU.

@Antares29 ,
Yeah, and he just doesnt give a shit.  If they have nothing to talk about, we are in trouble.
Seems like GaN on silicon for RF went silent all a sudden too.  Unreal these guys.  Zero posts this week.  
Earning their pay as usual  (sarcasm)

Justin Mikel Sanders

 ,
Yeah, and he just doesnt give a shit.  If they have nothing to talk about, we are in trouble.
Seems like GaN on silicon for RF went silent all a sudden too.  Unreal these guys.  Zero posts this week.  
Earning their pay as usual  (sarcasm)