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Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is currently seeing a massive surge fueled by sympathy momentum from Intel's strong earnings report and bullish analyst upgrades that highlight rising CPU demand in AI data centers. While the community remains deeply polarized between long-term bulls targeting higher valuations and skeptics warning of an overextended bubble, traders are actively debating the sustainability of this rapid upward move.

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

Intel is seeing significant market momentum driven by a strong earnings beat and positive forward guidance, fueling widespread discussion about a potential CPU renaissance in AI-driven data centers. While the community is actively debating the sustainability of this rapid re-rating and debating whether to take profits or hold for long-term growth, analysts are rapidly revising their price targets in response to the surge.

Skillz, Inc. operates a mobile gaming platform that connects players in competition. It helps developers build franchises by enabling social competition in their games. Skillz hosts casual esports tournaments for mobile players worldwide. The company was founded by Andrew C Paradise and Casey Chafkin in 2012 and is headquartered in Las Vegas, NV.

Skillz Inc - Ordinary Shares - Class A

Skillz Inc

Skillz is trending following a significant jury verdict awarding the company hundreds of millions in damages against rival Papaya Gaming for the use of bots. While the community is actively debating the stock's potential for a massive squeeze or further volatility, investors remain focused on the potential for additional disgorgement rulings and the company's improved financial outlook.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X Shares

The community is actively debating the sustainability of the semiconductor sector's parabolic rally, with many traders using $SOXS as a tactical hedge against perceived overextension and AI-driven euphoria. Amidst heavy volume, market participants are split between those betting on a major blow-off top and others warning that the instruments structural decay makes it a dangerous hold during sustained periods of upward sector momentum.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is currently experiencing a massive, sentiment-driven rally fueled by intense AI-related demand and speculative retail trading. Investors are actively debating whether this sector momentum represents a legitimate semiconductor 'super cycle' or an unsustainable bubble prone to a violent correction.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

The VanEck Semiconductor ETF (SMH) is trending as retail and institutional investors debate whether the sector is experiencing a historic AI-driven bull run or a dangerous bubble fueled by speculative circular financing. While many community members highlight the ETF's aggressive momentum and its role as a market leader, skeptics are expressing concern over overvaluation, supply chain bottlenecks, and increasing data center project delays.

MaxLinear, Inc. engages in the provision of communications systems-on-chip (SoC) solutions used in broadband, mobile and wireline infrastructure, data center, and industrial and multi-market applications. Its products include cable broadband modems and gateways, wireline connectivity devices, radio frequency transceivers, fiber-optic modules, video set-top boxes and gateways, hybrid analog and digital televisions, direct broadcast satellite outdoor and indoor units, and power management and interface products. The company was founded by Kimihiko Imura, Curtis C. Ling, and Kishore V. Seendripu on September 25, 2003 and is headquartered in Carlsbad, CA.

MaxLinear Inc

MaxLinear is seeing high volatility and heavy volume as traders react to the stock's significant gap up following an earnings report that featured a revenue beat and upward-revised guidance. The community is actively debating the sustainability of this momentum, with some investors eyeing technical breakout patterns while others prepare for a potential pullback after the rapid price appreciation.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is rallying strongly following the company's strategic unveiling of its first AGI CPU, which marks a significant shift into in-house silicon design for data centers and heightened competition with major industry players. Investors are actively discussing the stock's transition from an IP licensor to a direct hardware competitor, while community sentiment remains split between excitement over the potential for massive AI-driven valuation expansion and concerns regarding the sustainability of the stock's high trading multiples.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is currently facing intense volatility and skepticism as traders debate whether the recent surge is a sustainable breakout fueled by positive earnings and potential OEM partnerships, or another coordinated pump-and-dump scheme. The community remains deeply divided, with long-term investors pointing to technological milestones and expansion into AI and defense sectors, while vocal critics highlight the history of rapid price retracements and the risks associated with scaling pre-revenue battery production.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk Inc. (TTD) is trending following a spike in interest around a potential short squeeze, fueled by a recent Barron's article highlighting the stock's significant short position. The community remains sharply divided, with bulls pointing to a major insider stock purchase by the CEO and ongoing rumors of an OpenAI partnership, while bears argue the company is facing structural obsolescence and management concerns that keep the stock tethered to its multi-year lows.

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$AMRSQ - 3 questions for the more veteran AMRS followers; 

Their cash management hasn’t been great let’s be honest. What makes you think this time ( I.e the upcoming 2 years of cash runway the latest raise should provide ) will make a difference? They seem to expand their proposition at an unsustainable rate…

The cannaboid litigation brought against them by Lavvan - do AMRS own the patent for creating cannaboid’s from yeast? And have/were those rights transferred to Lavvan as part of the JV?

K Fujii

bearcreekzeke

EpicurusFan

Ixthus

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Amyris Inc

$AMRS - 3 questions for the more veteran AMRS followers; 

Their cash management hasn’t been great let’s be honest. What makes you think this time ( I.e the upcoming 2 years of cash runway the latest raise should provide ) will make a difference? They seem to expand their proposition at an unsustainable rate…

The cannaboid litigation brought against them by Lavvan - do AMRS own the patent for creating cannaboid’s from yeast? And have/were those rights transferred to Lavvan as part of the JV?

SentinelOne Inc

Ben Harris

@BenHarris99 looks like you only have 2 questions and they both suck.

Tom Cross

StockTwits For Android 

 looks like you only have 2 questions and they both suck.

Occidental Petroleum Corp.

Mike

@BenHarris99 meet a couple other Ben&#39;s as well in my lifetime. All of them are more questionable than your questions. Let&#39;s go Benjamin!! Oops meant Brandon. Whatever

 meet a couple other Ben's as well in my lifetime. All of them are more questionable than your questions. Let's go Benjamin!! Oops meant Brandon. Whatever

@SilentK104 Dammm did you have to use the full power of all two of those brain cells to write that response. Impressive indeed. 

If you don’t understand the implication of cash management &amp; patents then maybe you should be sticking to ETF’s my guy 

I’ve my own view on the cash management front, but just intrigued to hear the view of others. 

The other two questions I will find the answer to in time, I just wanted someone to steer my research in the right direction

Let 'er Rip, Mater Ship 🍅🚀

realone

Liatris Spicata

tack mack

Calvin Smith

King Lui

 Dammm did you have to use the full power of all two of those brain cells to write that response. Impressive indeed. 

If you don’t understand the implication of cash management & patents then maybe you should be sticking to ETF’s my guy 

I’ve my own view on the cash management front, but just intrigued to hear the view of others. 

The other two questions I will find the answer to in time, I just wanted someone to steer my research in the right direction

@BenHarris99 @SilentK104 just look at half of all the top 10 S&amp;P stocks, all had equal liquidity issues at some point in their history. The ability to scale and the new plant will better define AMRS ability to become profitable and lead for someone into the future. 

I agree the cash burn has been rediculious and an issue, but need to look at it vs revenue. I would take a closer look at that on a percentage basis to really analyze that performance. 

Also they are fully expensing the cost to build the Barra Bonita plant and not capitalizing the cost. Try backing out some of the one offs as well to get to the true number. 

I have a lot of other tips... but only 2 brain cells so don&#39;t ask obscure questions. Try to be more direct. Thanks

AaronGLow

Jo Wu

 just look at half of all the top 10 S&P stocks, all had equal liquidity issues at some point in their history. The ability to scale and the new plant will better define AMRS ability to become profitable and lead for someone into the future. 

I agree the cash burn has been rediculious and an issue, but need to look at it vs revenue. I would take a closer look at that on a percentage basis to really analyze that performance. 

Also they are fully expensing the cost to build the Barra Bonita plant and not capitalizing the cost. Try backing out some of the one offs as well to get to the true number. 

I have a lot of other tips... but only 2 brain cells so don't ask obscure questions. Try to be more direct. Thanks