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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's blowout earnings and raised guidance sparked a rally in chip stocks, but reported new tariff threats on electronics and data-center gear tempered gains, leading to a slight pullback despite bullish analyst upgrades and strong retail enthusiasm.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

CRM stock is surging after Salesforce posted a strong Q2 earnings beat, raised its guidance, and announced an expanded AI partnership with Anthropic (Claudeforce). CEO Marc Benioff's dismissal of the 'SaaSpocalypse' narrative has shifted retail and analyst sentiment sharply bullish, with multiple firms raising price targets, positioning the stock as a key software-sector turnaround story.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is surging after its best quarter ever, with record net new ARR and raised full-year guidance, while analysts lift price targets. Retail sentiment is extremely bullish on AI-driven cybersecurity demand, though some question the valuation.

Canadian Solar, Inc. engages in the manufacture of solar photovoltaic modules, provision of solar energy and battery storage solutions, and development of utility-scale solar and battery storage products. It operates through the CSI Solar and Global Energy segments. The CSI Solar segment designs, develops, and manufactures solar ingots, wafers, cells, modules, and other solar power and battery storage products. The Global Energy segment includes solar and battery storage project development and sale, asset management services for operational projects, sale of electricity, and investment in retained assets. The company was founded by Shawn Qu in October 2001 and is headquartered in Kitchener, Canada.

Canadian Solar Inc

Fresh off a mixed quarterly report, the stock is in a heated tug-of-war as retail traders focus on the massive potential of U.S. manufacturing and 45X tax credit eligibility, alongside a strategic review of Recurrent Energy, while bears cite operating losses and rising debt to dismiss the rally. The community is fiercely debating whether the high short interest represents a manipulation setup or a fundamental red flag, driving intense volatility.

HP Inc. is an information technology company, which engages in the provision of personal computing and other access devices, imaging and printing products, and related technologies, solutions, and services. It operates through the following segments: Personal Systems, Printing, and Corporate Investments. The Personal Systems segment offers commercial and consumer desktop and notebook personal computers, workstations, thin clients, commercial tablets and mobility devices, retail point-of-sale systems, displays and other related accessories, software, support, and services for the commercial and consumer markets. The Printing segment provides consumer and commercial printer hardware, supplies, solutions and services, and scanning devices. The Corporate Investments segment includes HP Labs and certain business incubation projects. The company was founded by William R. Hewlett and David Packard in 1939 and is headquartered in Palo Alto, CA.

HP Inc

HPQ is trending after beating Q3 estimates and raising guidance, yet shares sold off due to concerns that the beat was flattered by one-time tariff refunds, with underlying PC unit volumes falling 16% and memory chip costs pressuring marginssparking a lively debate between bulls calling the pullback overdone and bears citing the 'low-quality' earnings and weak consumer demand.

Abercrombie & Fitch Co. engages in the retail of apparel, personal care products, and accessories. The firm operates through following geographical segments: Americas, Europe, the Middle East and Africa (EMEA), and Asia-Pacific (APAC). Its brands include Abercrombie and Hollister. The company was founded by David Abercrombie in 1892 and is headquartered in New Albany, OH.

Abercrombie & Fitch Co. - Ordinary Shares - Class A

Abercrombie & Fitch Co.

ANF is surging after a strong Q2 earnings beat and raised full-year guidance triggered a massive short squeeze. Community sentiment is sharply divided, with bulls pointing to momentum and analyst upgrades, while bears argue the move is overextended and heavily dependent on one-time tariff refunds.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending as investors focus on its AI-driven order backlog, high-profile partnerships with Nvidia and Nscale, and a JPMorgan upgrade flagging an underappreciated AI opportunity, alongside speculation about U.S. government involvement and potential regulatory boosts like an FCC ban on Chinese optics.

Amkor Technology, Inc. engages in the provision of outsourced semiconductor packaging and test services. Its services include design, package characterization, test, and wafer bumping services. The company was founded in 1968 and is headquartered in Tempe, AZ.

AMKOR Technology Inc.

Amkor Technology is trending as investors weigh its strong record Q2 performance, driven by demand for advanced semiconductor packaging, against a conservative Q3 revenue guidance. The community remains highly focused on the company's critical role in the AI supply chain, with active discussions centering on its strategic Arizona capacity expansion and the long-term bullish implications of its partnerships with industry leaders.

Semtech Corp. engages in the manufacture and supply of analog and mixed signal semiconductor products for high-end consumer, enterprise computing, communications, and industrial equipment. It operates through the following segments: Signal Integrity, Analog Mixed Signal and Wireless, and Internet of Things (IoT) Systems and Connectivity. The Signal Integrity segment includes designing, development, manufacturing, and marketing of a portfolio of optical and copper data communications and video transport products used in a wide variety of infrastructure and industrial applications. The Analog Mixed Signal and Wireless segment focus on designing, development, manufacturing, and marketing of transient voltage suppressors and specialized sensing products. The IoT Systems and Connectivity segment includes designing, development, operation, and marketing of a portfolio of IoT solutions that enable businesses to connect and manage devices, collect and analyze data, and improve decision-making. The company was founded in 1960 and is headquartered in Camarillo, CA.

Semtech Corp.

Semtech is surging after posting a massive earnings beat and raising guidance, with a record data center revenue highlight driving a wave of analyst price target hikes and a bullish retail reaction. Community chatter is heavily focused on a potential short squeeze and breakout, though some traders are flagging the stock's vulnerability to a post-earnings selloff given its recent run-up and the broader semiconductor sector's volatility.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Nvidia's blowout earnings and upbeat AI demand outlook are lifting the entire semiconductor sector, with Intel riding the wave despite lagging other names. Retail chatter on Stocktwits is buzzing about potential Nvidia partnership speculation, Pelosi's disclosed stake, and hopes that a government share sale won't happen, while bears warn of continued sell pressure and a possible drop toward $7580. The stock's daily pattern of morning dumps and slow recoveries has traders split between expecting a squeeze above $100 or a further breakdown.

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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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$ANF $GOOGL $NOK $NVDA $RUM I hate these posts.  Obvious spam.

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$NVDA $ANF $GOOGL $RUM $NOK Nvidia benefits from AI-computing demand, Abercrombie benefits from apparel demand, Alphabet benefits from advertising, cloud, and AI, Rumble benefits from digital-media engagement, and Nokia benefits from telecom and network investment. I&#39;m watching AI capex, consumer spending, ad growth, user engagement, and telecom spending.

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ANF is surging on a blowout Q2 earnings beat and raised full-year outlook, although a chunk of the EPS boost came from one-time tariff refunds. The Stocktwits crowd is locked in a heated debate between those calling it a powerful short squeeze and momentum trade versus bears warning of an overextended valuation, while analysts are split with some raising price targets and Citi downgrading on valuation following the sharp spike.

Nvidia's blowout earnings and strong growth guidance are fueling a broad AI rally and intense retail debate, with bulls citing robust demand and analyst upgrades while bears focus on tariff threats, supply constraints, and circular-financing concerns. The stock sits at the center of a bullish-bear tug-of-war, reflecting both renewed optimism in the AI trade and persistent macro and valuation worries.

August West

@August_West WTF this morning. 
 
These are all instant blocks for me as they are obvious new account bots - Normally I am blocking a couple on any given day - there were like EIGHT today, maybe NINE.   Prob seeing more because of NVDA earnings

 WTF this morning. 
 
These are all instant blocks for me as they are obvious new account bots - Normally I am blocking a couple on any given day - there were like EIGHT today, maybe NINE.   Prob seeing more because of NVDA earnings