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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 following a preliminary Q4 update where margins significantly outperformed guidance alongside a massive order backlog, triggering intense community discussion regarding a potential short squeeze. Investors are debating the company's long-term valuation and pricing power while monitoring how this news impacts the broader AI server and infrastructure ecosystem.

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 trending as investors react to reports of a new federal initiative, supported by major tech companies, aimed at accelerating the deployment of advanced nuclear reactors to meet the surging power demands of AI data centers. While the community is actively debating the company's timeline to commercialization and regulatory hurdles, the stock remains a focal point for those betting on nuclear energy as an essential backbone for future infrastructure.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is experiencing high volatility as investors weigh the potential for increased military demand against frustration over limited revenue updates and recent executive turnover. While the community remains intensely divided, discussions are heavily focused on the company's prospects for securing defense contracts and the impact of broader sector-wide selling pressure on its valuation.

SK hynix, Inc. engages in the manufacture and sale of semiconductor products. Its products include dynamic random access memory, flash memory, complementary metal oxide semiconductor image sensor, and others. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is experiencing extreme volatility as investors weigh the stock's significant ADR premium against its role as a critical HBM supplier in the accelerating AI infrastructure cycle. The community remains deeply divided, with some betting on a massive rebound driven by AI memory demand, while others fear a price correction as the July 29th conversion date approaches.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius is facing significant market volatility as retail investors debate whether the current price represents a generational buying opportunity or a deeper correction fueled by institutional short interest and market concerns. The community remains sharply divided, with bulls pointing toward strong product demand and international growth potential, while skeptics emphasize competitive pressures in the energy drink space and recent downward adjustments from analysts.

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 intensified market scrutiny ahead of its earnings as reports of delays to its flagship Gemini 3.5 Pro model spark concerns about the company's competitive standing against OpenAI and Anthropic. Investors are laser-focused on the company's AI infrastructure spending, weighing whether record capital expenditures are successfully translating into cloud growth and defensible AI leadership.

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 weigh recent strategic AI-RAN partnerships against heavy selling pressure ahead of the upcoming earnings report. The community remains deeply divided, with bulls pointing to long-term infrastructure growth and insider buying, while bears focus on recent downward price action and concerns over telecom sector valuation.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

Investors are closely monitoring silver as it consolidates near a key technical support zone, with sentiment driven by persistent supply shortages and high demand for physical metal. Community discussion is heavily focused on potential price breakouts, the ongoing debate regarding market manipulation versus supply-demand fundamentals, and the impact of broader economic factors like inflation and geopolitical instability.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale Power is facing heightened scrutiny as investors weigh its unique NRC-approved SMR design against persistent concerns over a lack of major contract announcements and ongoing share dilution. While some market participants see an attractive risk-reward profile due to its cash position and potential role in meeting surging AI data center energy demand, others are frustrated by management's silence and the stock's recent trend of lower highs.

X-Energy, Inc. operates as an energy company The firm focuses on modular nuclear reactors and fuel technology for clean energy generation. The company was founded by Kam Ghaffarian and Eben Mulder on 2009 and is headquartered in Rockville, MD.

X-Energy Inc. - Ordinary Shares- Class A

X-energy Inc

X-energy is rallying as the company joins a high-profile federal initiative aimed at accelerating nuclear reactor deployment to meet the surging power demands of AI data centers. Investors are increasingly optimistic about the stock's long-term potential, citing strategic backing from industry giants like Amazon and Nvidia as a major catalyst for institutional interest and commercial scalability.

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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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$VG Straights open guys.  Iran is demanding peace. LNG prices and demand are falling.  We&#39;re entering an energy supply glut.  $20 is a pipe dream.   
OK, I lied, opposite day.  Straight might not be open for years.  Bypass is closing as we speak. Can&#39;t even get crewmembers to go to the middle east.  All while demand is increasing, we&#39;re entering storm season, and oil inventory (energy supply) is tapping out.   
LONG LONG LONG LONG

Sensei

Maestro

Cheesecakes

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Venture Global Inc

 Straights open guys.  Iran is demanding peace. LNG prices and demand are falling.  We're entering an energy supply glut.  $20 is a pipe dream.   
OK, I lied, opposite day.  Straight might not be open for years.  Bypass is closing as we speak. Can't even get crewmembers to go to the middle east.  All while demand is increasing, we're entering storm season, and oil inventory (energy supply) is tapping out.   
LONG LONG LONG LONG

Matt case

@Bearshark Actually an Oil glut is developing.  China isnt buying any oil from tankers. China actively drew down its estimated 1.4-billion-barrel commercial and strategic crude stockpiles (at a rate of roughly 1 million barrels per day) rather than paying elevated spot prices.

Using clean energy, China&#39;s rapid EV adoption has permanently slashed road-fuel demand by roughly 1 million barrels per day cut crude imports sharply

The &quot;Glut&quot; Outlook: As Atlantic Basin production (U.S., Brazil, Guyana) continues to surge and project the market will re-enter a structural oversupply condition in late 2026 into 2027, slicing brent pricing and oil profits.

On the other hand natural gas is undergoing a major structural shift as a transition and security fuel. Low domestic U.S. natural gas prices create a lucrative setup for U.S. exporters like Venture Global (VG) to Europe who phased out Russian LNG, also opening up lucrative spot purchasing in China, India, and Southeast Asia.

Look, I love a well thought out argument.  And I agree on many points - my top 2 holdings are south american oil cos.  Yeah Brazil, Guyana, Venezuela, (Canada???), will all pick up a huge amount of capacity in 2027.  Maybe we&#39;ll see a glut in 2027, maybe we just return to normal. 
 
Buuuuuuttttt my guy @StockCruiser.  
 
&quot;using clean energy&quot; - that&#39;s a meaningless argument, they&#39;re using clean energy, dirty energy, coal, nuclear, oil, LNG - ALL energy.  There&#39;s endless demand for energy. 
 
A glut is developing, yet we continue to draw down inventory while prices rise?  
 
&quot;Late 2026&quot;, You realize we&#39;re in Q3 and conditions are deteriorating faster then ever? Hormuz this Hormuz that, but the elephant never mentioned is the loss of billions of future Russian barrels getting systematically wiped off the map in the Urkaine war.

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 Actually an Oil glut is developing.  China isnt buying any oil from tankers. China actively drew down its estimated 1.4-billion-barrel commercial and strategic crude stockpiles (at a rate of roughly 1 million barrels per day) rather than paying elevated spot prices.

Using clean energy, China's rapid EV adoption has permanently slashed road-fuel demand by roughly 1 million barrels per day cut crude imports sharply

The "Glut" Outlook: As Atlantic Basin production (U.S., Brazil, Guyana) continues to surge and project the market will re-enter a structural oversupply condition in late 2026 into 2027, slicing brent pricing and oil profits.

On the other hand natural gas is undergoing a major structural shift as a transition and security fuel. Low domestic U.S. natural gas prices create a lucrative setup for U.S. exporters like Venture Global (VG) to Europe who phased out Russian LNG, also opening up lucrative spot purchasing in China, India, and Southeast Asia.