SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves Q3 revenue beat, raised outlook, and customer prepayment and financing plans have eased some concerns about funding its AI infrastructure expansion, prompting a sharp bullish reaction and speculation about short covering. Traders remain divided over whether strong demand and backlog can overcome the companys heavy debt, high interest costs, and continued losses.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

Traders are focused on RUMs Q3 report and whether Northern Data/Quake AIs expansion and the reported Anthropic compute arrangement can translate into revenue growth. Bulls point to short interest and potential for a squeeze, while skeptics emphasize financing needs, cash burn, and uncertainty around execution and the contracts revenue contribution.

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

Nvidias selloff is being tied to the controversy around CEO Jensen Huang and reported scrutiny of possible China-related chip transfers, with traders also citing a Baird downgrade. The community is split between concerns about leadership, investigations and export-control risks and buyers viewing the decline as an overreaction ahead of earnings, while some point to ongoing AI demand.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigettis Q3 results missed expectations and its 2026 revenue outlook came in below forecasts, prompting selling and renewed concerns about its high valuation and slow path to commercialization. Traders are split between focusing on weak, lumpy revenue and backing the companys technical progress and funding support as a longer-term quantum-computing bet.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists Q3 results and earnings call are driving discussion, with traders debating whether the reported shortfall against estimates reflects accounting expectations for spreading Samsung license revenue over the agreement term or weaker performance; others point to improved profitability and recurring Samsung and Micron licensing income. The community is also speculating that SK Hynix could be the next licensing partner, though no new deal is confirmed.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

Ousters Q3 results are driving attention, with revenue and sensor shipments beating expectations and management pointing to continued growth in lidar, cameras and Physical AI. Traders are divided: bulls see a production ramp and narrowing losses, while skeptics cite margin concerns, the GAAP loss and uneven price action amid pressure on growth and AI stocks.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

SOXX is drawing attention amid a sharp, volatile semiconductor selloff as traders question whether data-center expansion and AI spending can sustain chip demand, with regulatory and financing concerns adding to the pressure. The community is split between buying what it sees as an oversold dip and expecting further declines; scrutiny of Nvidias CEO is another source of uncertainty for the AI-heavy sector.

Amentum Holdings, Inc. engages in mission-critical, technology-driven services in government and commercial markets. It operates through the Digital Solutions and Global Engineering Solutions segments. The Digital Solutions segment provides advanced digital and data-driven solutions including intelligence analytics, space system development, cybersecurity, and next generation IT. The Global Engineering Solutions segment manages large-scale environmental remediation, nuclear power solutions, platform engineering, sustainment and supply chain management. The company was founded on November 26, 2019 and is headquartered in Chantilly, VA.

Amentum Holdings Inc.

Amentums repeated government contract wins across defense, NASA and nuclear work are fueling discussion, but traders are frustrated that the announcements have not consistently lifted the shares. Bulls point to the growing backlog and low valuation, while skeptics focus on weak growth, margins, debt and the stocks persistent underperformance.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costcos record special dividend and renewed share-repurchase authorization are driving attention, with many traders celebrating the shareholder payout and others arguing the stock remains expensive or that the dividend is not free money.

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

AMDs sharp rebound and relative strength versus Nvidia have fueled speculation that investors are rotating into AMD amid Nvidia-related leadership and China-chip allegations. Traders debate whether the move signals a lasting competitive shift or is an oversold bounce, with some also cautioning that the rally is volatile and valuation is stretched.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

 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 
 


 has invited you to join Stocktwits

$QBTS  D-Wave&#39;s cash runway is about 3 years while 
profitability is about 5-6 years away - if they are lucky -and do not become obsolete from big tech. 
 
Extremely unfavorable risk/reward, especially with the stock sporting a 300+ P/S ratio. 
 
My recommendation: Sell D-Wave and buy SentinelOne(S) 
 
SentinelOne(S) has zero debt, over $2B in cash after their recent capital raise , has an estimated $400M equity stake in Anthropic through S Ventures, is growing revs 21-22% annually, trades at less than....7x sales vs ....45x sales for CRWD, and has a more advanced AI-centric cybersecurity platform than MSFT, CRWD and PANW, as seen below: 
 
https://www.sentinelone.com/vs/competition/?utm_source=https%3A%2F%2Fwww.google.com%2F&amp;utm_medium=organic-search

TopOptionsAlerts®

StockTwits Web

D-Wave Quantum Inc

  D-Wave's cash runway is about 3 years while 
profitability is about 5-6 years away - if they are lucky -and do not become obsolete from big tech. 
 
Extremely unfavorable risk/reward, especially with the stock sporting a 300+ P/S ratio. 
 
My recommendation: Sell D-Wave and buy SentinelOne(S) 
 
SentinelOne(S) has zero debt, over $2B in cash after their recent capital raise , has an estimated $400M equity stake in Anthropic through S Ventures, is growing revs 21-22% annually, trades at less than....7x sales vs ....45x sales for CRWD, and has a more advanced AI-centric cybersecurity platform than MSFT, CRWD and PANW, as seen below: 
 


DeepValueStocks

$QBTS How undervalued is SentinelOne(S) ? 
 
Google paid 32x sales or $32B for Wiz earlier this year and SentinelOne(S) has more revs , more cash and more advanced technology than Wiz had when they were acquired . 
 
S   vs   WIZ    
https://www.sentinelone.com/vs/wiz/?utm_source=https%3A%2F%2Fwww.google.com%2F&amp;utm_medium=organic-search 
 
Big Tech is circling SentinelOne(S)  
https://247wallst.com/investing/2026/07/13/the-6-billion-cybersecurity-prize-tech-giants-are-circling/ 
 
SentinelOne(S) is a key cybersecurity partner of Google, MSFT, AWS, NVDA, Anthropic, OpenAI, LevelBlue, the US Govt. and Cloudflare

SentinelOne has quietly built a cybersecurity platform that four of the world's most powerful tech companies would each benefit from owning.

24/7 Wall St.

The $6 Billion Cybersecurity Prize Tech Giants Are Circling

 How undervalued is SentinelOne(S) ? 
 
Google paid 32x sales or $32B for Wiz earlier this year and SentinelOne(S) has more revs , more cash and more advanced technology than Wiz had when they were acquired . 
 
S   vs   WIZ    


 
 
Big Tech is circling SentinelOne(S)  


 
 
SentinelOne(S) is a key cybersecurity partner of Google, MSFT, AWS, NVDA, Anthropic, OpenAI, LevelBlue, the US Govt. and Cloudflare