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Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is experiencing significant selling pressure amid community speculation regarding the company's ability to meet upcoming nuclear criticality deadlines and recurring concerns over share dilution. While some investors view the current price action as a base-building accumulation phase ahead of potential long-term infrastructure contracts for AI data centers, others are aggressively shorting the stock, citing a lack of current revenue and missed project timelines.

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 shares are facing selling pressure as investors lock in profits following a significant rally, compounded by short-term volatility surrounding its recent 4-for-1 stock split. The community remains focused on the company's long-term leadership in AI-driven cybersecurity and platform consolidation, with many investors actively debating whether the current pullback offers a buying opportunity or a necessary correction from a premium valuation.

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 Air Lines is trending as investors react to strong earnings and revenue that outperformed expectations, even as the company navigates ongoing fuel cost pressures and cautious forward guidance. The community is actively debating the stock's resilience and long-term upside potential, specifically analyzing how its premium service strategy and diversified revenue streams will offset broader macroeconomic headwinds.

Innodata, Inc. is a data engineering company, which engages in providing artificial intelligence software platforms and management of its services. It operates through the following business segments: Digital Data Solutions (DDS), Synodex, and Agility. The DDS segment combines deep neural networks and human expertise in multiple domains to make unstructured information useable. The Synodex segment enables clients in the insurance and healthcare sectors to transform medical records into useable digital data and to apply technologies to the digital data to augment decision support. The Agility segment provides tools and related professional services that enable public relations and communications professionals to discover influencers, amplify messages, monitor coverage, and measure the impact of campaigns. The company was founded by Todd H. Solomon in 1988 and is headquartered in Ridgefield Park, NJ.

Innodata Inc

Innodata Inc. is trending as investors weigh strong AI-driven growth and a raised revenue forecast against technical volatility and institutional selling pressure. The community is actively debating the stock's short-term path, with some traders monitoring key technical support levels and potential gap-fills, while long-term investors remain focused on the company's expanding role in generative AI data engineering.

Vanguard Index Funds - Vanguard S&P 500 ETF

Vanguard S&P 500 ETF

VOO is trending as a cornerstone of core portfolio allocations, with investors debating the trade-offs between broad-market index stability and aggressive tactical rotations into high-beta sectors like semiconductors and AI memory. Market sentiment remains cautious, with active discussions focusing on the impacts of geopolitical tensions, Fed policy shifts, and interest in balancing long-term compounding strategies against potential short-term volatility.

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 Inc. is currently facing intense selling pressure and high volatility as the community debates the impact of recurring share dilution against the company's aggressive acquisition strategy in the defense and drone sectors. Investors are divided between long-term confidence in the company's expanding ecosystem and frustration over the stock's sustained decline, leaving the board caught between active short-covering speculation and concerns regarding institutional outflows.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software Inc. is trending as investors debate its long-term turnaround potential, with recent community discussions focused on the successful migration to the Vector ad platform and optimistic analyst upgrades despite persistent short-term price volatility. While some participants express frustration over sluggish recovery and aggressive short-selling, many are closely monitoring institutional position-building and the company's deepening integration of AI tools within its gaming and simulation ecosystem.

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 as traders closely monitor its technical support levels amidst broader AI infrastructure volatility, while the community intensely debates potential upcoming hyperscaler deals and the company's long-term pivot toward high-performance computing. Sentiment remains sharply divided between investors who view current price levels as an accumulation opportunity for a structural AI growth play and skeptics concerned about management's equity compensation and the timing of new contract announcements.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is experiencing significant volatility and bearish sentiment driven by debt concerns, a credit rating downgrade, and broader market skepticism regarding the sustainability of AI infrastructure spending. While some traders view the stock as deeply oversold and are positioned for a potential short-term bounce or technical recovery, others remain cautious, highlighting the stock's struggle to maintain gains and its ongoing susceptibility to algorithmic selling.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckin Coffee is experiencing significant volatility as investors debate the impact of stagnant OTC trading volume and ongoing management restructuring, while the community remains sharply divided over the potential for a future relisting. While some bulls are actively buying dips, citing the company's aggressive expansion and recent analyst initiation, many others are expressing frustration over the persistent downward price pressure and lack of clear communication regarding the share buyback program.

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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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$DIOD $NVTS $ON $POWI $STM serious numbers only means we’re in the right space just need the A team by Chris can deliver the business. pCIM next week could bring us some gigantic deals and triple digits!

Joe Bannas

Sam Bortz

UBS just dropped serious numbers on the AI data center power chain—and the implications are massive.-2 
 
Key beneficiaries across the stack: 
 
$NVTS — pure-play GaN exposure 
$STM — broad power + industrial leverage 
$ON — silicon carbide + auto/AI crossover 
$POWI — mid-tier power IC supplier 
$DIOD — discrete power components 
 
Regional exposure also includes: 
$6723.T - Renesas 
$2308.TW - Delta Electronics 
$2301.TW- Lite-On Tech 
 
What’s changing isn’t just demand-it’s power architecture. 800V DC shift is forcing GaN/SiC adoption across every layer of AI infrastructure. 
 
Rack economics are exploding: 
Hopper → $3.9K 
Blackwell → $12.6K 
Rubin → $20.2K 
Rubin Ultra → $123K 
Feynman → $202K 
 
That’s the signal: ~50x content growth in 5 years. 
 
UBS also models 30GW+ 2026 capacity adds vs 10–15GW consensus-effectively 2x the Street. 
 
This is no longer a chip story. It’s a power + infrastructure re-rating cycle. 
 
So chat, anyone got power-semi picks not on the list that I should check out?

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Navitas Semiconductor Corp

STMicroelectronics NV

ON Semiconductor Corp.

Power Integrations Inc.

Diodes, Inc.

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 serious numbers only means we’re in the right space just need the A team by Chris can deliver the business. pCIM next week could bring us some gigantic deals and triple digits!

Alan Regg

@Bauerskate Thanks for your support. What I posted here is just the condensed version; there are actually a few more details behind it. If you don&#39;t mind, feel free to follow me—I can send you the full breakdown via private message.

 Thanks for your support. What I posted here is just the condensed version; there are actually a few more details behind it. If you don't mind, feel free to follow me—I can send you the full breakdown via private message.