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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 (SMCI) is surging after announcing a major preliminary Q4 update featuring gross margins that nearly doubled to 15-17% alongside a record order backlog exceeding $60 billion. The community is heavily focused on the potential for a significant short squeeze, with bulls celebrating the margin expansion as proof of the company's competitive dominance in AI infrastructure, while skeptical voices continue to cite past volatility and governance concerns.

GE Vernova, Inc. engages in the electric power industry. It operates through the following segments: Power, Wind, and Electrification. The Power segment offers design, manufacture, and servicing gas, nuclear, hydro, and steam technologies, providing a critical foundation of dispatchable, flexible, stable, and reliable power. The Wind segment manages wind generation technologies, including onshore and offshore wind turbines and blades. The Electrification segment refers to the grid solutions, power conversion, electrification software, and solar and storage solutions technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. The company was founded November 9, 2021 and is headquartered in Cambridge, MA.

GE Vernova Inc.

GE Vernova is trending following strong quarterly results that surpassed revenue expectations and highlighted a massive backlog, though shares faced volatility due to high valuation and localized profit-taking. The community remains focused on the company's pivotal role in powering AI data centers, with active discussions debating whether the current pullback offers a strategic entry point or if broader sector headwinds could lead to further cooling.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

AT&T is seeing heightened investor attention following a mixed earnings report and a reaffirmed outlook, with many in the community focusing on the company's foundational role in the fiber infrastructure supporting the AI boom. While some traders are expressing frustration over the stock's recent price action, others are actively debating the potential competitive threat of satellite services versus the stability of AT&T's dividend and cash flow profile.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Joby Aviation is trending as investors digest the company's multi-year strategic manufacturing partnership with Toyota, which aims to scale the production of electric air taxis. While the community is actively debating the stock's future amid volatility and federal regulatory progress, many participants remain focused on the long-term potential of the firm's FAA certification milestones and expanded manufacturing capabilities.

Arrowhead Pharmaceuticals, Inc. is a biopharmaceutical company, which engages in the development of medicines that treat intractable diseases by silencing the genes that cause them. The firms preclinical stage drug candidates include ARO-ANG3, ARO-AAT, ARO-APOC3, ARO-HIF2, ARO-HSD, ARO-Lung2, ARO-COV, and ARO-ENaC. The company was founded by Robert Bruce Stewart in 1989 and is headquartered in Pasadena, CA.

Arrowhead Pharmaceuticals Inc.

Arrowhead Pharmaceuticals is capturing market attention as the company moves toward Phase 3 data for its plozasiran program in severe hypertriglyceridemia, with the community closely tracking the potential for label expansion and long-term pipeline value. Investors are actively discussing the firm's strategic positioning in the obesity and CNS markets, while navigating volatility driven by index rebalancing and institutional trading patterns.

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 C

Alphabet is trending as investors aggressively monitor its capital expenditure and AI infrastructure development ahead of upcoming earnings, with sentiment split between concerns over Gemini's performance delays and enthusiasm for the stock's long-term dominance in search and cloud computing. The community is actively debating whether high spending on AI will yield immediate monetization or if Alphabet's massive investment cycle signals a broader shift in market volatility.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is facing a sell-off as investors react to reports of delays in its Gemini 3.5 Pro model rollout, raising concerns about Google's pace in the competitive AI race. Despite the short-term volatility, the community remains divided between those viewing the pullback as a buying opportunity in a fundamental powerhouse and those wary of the high expectations surrounding AI capital expenditure.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit is seeing significant volatility as market participants debate its long-term valuation and dependency on AI-related search traffic. Community discussions are split between bearish sentiment over potential content licensing disputes and bullish technical setups centered around the stock's role in the evolving AI and digital advertising landscape.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Nu Holdings is trending following its recent quarterly earnings report, which highlighted record-breaking revenue and significant customer growth despite a market sell-off driven by concerns over rising credit provisions and loan-loss costs. Community sentiment remains polarized, with many investors viewing the temporary price dip as a long-term buying opportunity in a profitable growth story, while others express frustration over the stock's recent volatility and broader sector pressure.

Summit Therapeutics, Inc. is a biopharmaceutical company, that focuses on the discovery, development, and commercialization of patient, physician, caregiver, and societal-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs. The firm conducts clinical programs focusing on Clostridioides Difficile Infection (CDI). Its lead product, Ridinilazole, is an orally administered small molecule antibiotic that is in Phase III clinical trials for the treatment of CDI. The company was founded in 2003 and is headquartered in Miami, FL.

Summit Therapeutics Inc

Summit Therapeutics is currently the focus of intense investor attention ahead of an upcoming ASCO plenary presentation where clinical data on ivonescimab is expected to be a major catalyst. The community is sharply divided between bullish long-term holders, who are citing heavy insider accumulation and the potential for a breakthrough lung cancer treatment, and skeptical traders focused on regulatory hurdles and competitive market pressures.

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$SMCI BREAKING NEWS  
Q4 preannouncement 
 
Revenues 11-12.5B 
GROSS MARGINS A STUNNING 15% 
FAR HIGHER than guidance of 8.2!!!

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$SMCI  $NVDA  $BTC 

Who cares, bulls still have til August 11th and anything can happen before that time.

I will get the price i want at discount so don&#39;t even bother thinking that you bulls are going to make it out of Area 51, cause you&#39;ll be sent to a facility scrubbing a lower floor before you see it move beyond Area 51.

Don&#39;t think the aggregations can go away with your sweetheart NVDA until bulls go to the scrubbing floor.

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$SMCI Double the margins! Double the price!

$SMCI $NVDA $SMCI Wait until tomorrow when the real 21% current shares outstanding short Monster Squeeze Hits!  “Pow Alice, To the Moon!” 🌙. It will be like Avis Car Rental earlier this Spring! 😎

$SMCI revenue forecasted to hit the low end of guidance, but margins set to 2x guidance.  components got a lot cheaper.

amberajax

$SMCI Huge congrats to all the bulls! 🍾

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Murad Kanouni

 BREAKING NEWS  
Q4 preannouncement 
 
Revenues 11-12.5B 
GROSS MARGINS A STUNNING 15% 
FAR HIGHER than guidance of 8.2!!!

Congo

@Congostockchat let the 3rd WAVE BEGGGGGGIN!

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@Congostockchat $60B backlog!  Holy Crap if they get caught up we are looking at $20B quarters coming up

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BRAINTRADER

WolfieMan

 $60B backlog!  Holy Crap if they get caught up we are looking at $20B quarters coming up

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@Congostockchat     The prior $7B financing/dilution concern is still real.

James Beckers

     The prior $7B financing/dilution concern is still real.

Walnuts86

@Congostockchat I thought it was 15 to 17% higher THAN the guidance of 8~% so like 10%?

Mark Owen

funkymonkey_

 I thought it was 15 to 17% higher THAN the guidance of 8~% so like 10%?

@Tridity noooooo 
 
15-17% margins vs 8.2 
so 100% improved

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 noooooo 
 
15-17% margins vs 8.2 
so 100% improved

@Congostockchat ah,  seems they have now also edited the news I saw before. Nice one

 ah,  seems they have now also edited the news I saw before. Nice one

Jj Filoon

@Congostockchat  so  they teamed  up  with   Elon  and $SPCX  and  have  60b  in  back  orders  but  market  cap  is  15b??? 
 
uh…

ELON

SpaceX

  and  have  60b  in  back  orders  but  market  cap  is  15b??? 
 
uh…

Jason

@Congostockchat 
Who signs off on an 8k, files it with the sec knowing fulling your company is under a federal investigation for insider trading and falsifying accounting records?

Only scammers and pumpers who borrowed on margin and are worried their assets will be liquidated

 
Who signs off on an 8k, files it with the sec knowing fulling your company is under a federal investigation for insider trading and falsifying accounting records?

Only scammers and pumpers who borrowed on margin and are worried their assets will be liquidated

@Congostockchat would be great to know how they have been able to double margins?  It is quite incredible.

Jack

 would be great to know how they have been able to double margins?  It is quite incredible.

@Antipasti more of a mix of enterprise customers and DCBBS.  
It was the huge hyperscaler orders that were taking down the margins so much. That&#39;s still there but more balanced now. 
GL!

 more of a mix of enterprise customers and DCBBS.  
It was the huge hyperscaler orders that were taking down the margins so much. That's still there but more balanced now. 
GL!