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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

NVDA is trending as investors brace for its Q2 earnings, with community sentiment split over AI demand versus rising competition from custom chips like OpenAI's Jalapeo. The broader market's fate hinges on the report, while retail traders debate post-earnings moves amid fears of circular financing and valuation concerns.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit's weak FY27 guidance, driven by pricing pressure on TurboTax and competition from low-cost alternatives, has traders split between dip-buying and fearing AI-driven disruption, with heavy debate over whether the sell-off is an overreaction or a fundamental reset.

Zoom Communications, Inc. engages in the provision of a communications and collaboration platform. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa. The company was founded by Eric S. Yuan in 2011 and is headquartered in San Jose, CA.

Zoom Communications Inc. - Ordinary Shares - Class A

Zoom's post-earnings drop stems from a solid Q2 beat overshadowed by a lukewarm profit outlook, sparking community debates over the strategic Anthropic stake versus near-term guidance concerns.

Dick's Sporting Goods, Inc. engages in the retailing of an extensive assortment of authentic sports equipment, apparel, footwear, and accessories. It also offers its products both online and through mobile applications. The company was founded by Richard T. Stack in 1948 and is headquartered in Coraopolis, PA.

Dicks Sporting Goods, Inc.

Dick's Sporting Goods is reeling after its record single-day crash following a Q2 miss and full-year guidance cut, with a wave of analyst downgrades and price-target cuts tied to weak footwear demand and the Foot Locker acquisition. Retail traders on Stocktwits are split, with many calling the drop an overreaction and eyeing a bounce while others warn of further downside.

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 is ripping higher after its partner Akeso's Phase III HARMONi-GI1 trial hit its primary endpoint, showing an overall survival win for ivonescimab plus chemo versus durvalumab in first-line biliary tract cancerthe first study to do so against that standard. Investors are framing it as another stacked Phase III victory for the PD-1xVEGF platform and a fresh data point that strengthens the bull case into the looming FDA decision.

Bitdeer Technologies Group engages in the cryptocurrency mining industry. It generates income through its proprietary mining datacenters. The firm handles complex processes involved in computing such as equipment procurement, transport logistics, datacenter design and construction, equipment management, and daily operations. The company was founded by Wu Jihan in December 2021 and is headquartered in Singapore.

Bitdeer Technologies Group. - Ordinary Shares - Class A

Bitdeer Technologies Holding Co

BTDR is rallying on the $4.7B AI/HPC data center lease at its Norway campus, alongside analyst price-target hikes and Stanley Druckenmiller's new stake, while heavy short interest fuels squeeze expectations despite the recent $1B ATM filing.

Goodyear Tire & Rubber Co. engages in the development, manufacture, distribution, and sale of tires. It operates through the following geographical segments: Americas, Europe, Middle East, and Africa, and Asia Pacific. The Americas segment is involved in the development, manufacture, distribution, and sale of tires and related products and services in North, Central, and South America. The Europe, Middle East, and Africa segment focuses on the development, manufacture, distribution, and sale of tires for automobiles, trucks, buses, aircraft, motorcycles, earthmoving, mining, and industrial equipment throughout Europe, the Middle East, and Africa. The Asia Pacific segment refers to the development, manufacture, distribution, and sales of tires for automobiles, trucks, buses, aircraft, farm, earthmoving, mining, and industrial equipment throughout the Asia Pacific region. The company was founded by Frank A. Seiberling on August 29, 1898 and is headquartered in Akron, OH.

Goodyear Tire & Rubber Co.

Deckers Outdoor Corp. engages in the business of designing, marketing, and distributing footwear, apparel, and accessories developed for both everyday casual lifestyle use and high performance activities. It operates through the following segments: UGG Brand, HOKA Brand, Teva Brand, Sanuk Brand, Other Brands, and Direct-to-Consumer. The UGG Brand segment offers a line of premium footwear, apparel, and accessories. The HOKA Brand segment sells footwear and apparel that offers enhanced cushioning and inherent stability with minimal weight, originally designed for ultra-runners. The Teva Brand segment focuses on the sport sandal and modern outdoor lifestyle category, such as sandals, shoes, and boots. The Sanuk Brand segment originated in Southern California surf culture and has emerged into a lifestyle brand with a presence in the relaxed casual shoe and sandal categories. The Other Brands segment includes the Koolaburra by UGG brand. The Direct-to-Consumer segment consists of retail stores and e-commerce websites. The company was founded by Douglas B. Otto in 1973 and is headquartered in Goleta, CA.

Deckers Outdoor Corp.

DECK is trending as retail traders debate whether the recent sell-off is an overreaction to footwear sector weakness and analyst downgrades, or a fair repricing of slowing HOKA growth. The community is sharply divided, with value investors highlighting the debt-free balance sheet, strong margins, and aggressive buyback program, while others point to the stock's persistent failure to hold gains despite solid earnings.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Retail traders are fixated on Cathie Wood's aggressive ARK buying spree as a bullish signal, while simultaneously debating whether CBRS's slide is due to an upcoming Nvidia earnings catalyst, lock-up expirations, or persistent insider selling, creating a deeply divided sentiment.

On Holding AG engages in the development and distribution of sports products such as footwear, apparel, and accessories for high-performance running, outdoor, all-day activities, and tennis. It sells its products worldwide through independent retailers and global distributors, its own online presence, and its own stores. The company was founded by David Allemann, Olivier Bernhard, and Caspar Coppetti in January 2010 and is headquartered in Zurich, Switzerland.

On Holding AG - Ordinary Shares Class A

On Holding AG

ONON is plunging to multi-year lows after its earnings triggered a sharp sell-off, compounded by broad weakness across athletic footwear and retail on the back of disappointing results from Dick's Sporting Goods. The community is sharply divided, with bears calling it a falling knife while bulls point to heavy insider buying as a sign of capitulation.

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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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$WRD . No market interest = extremely low volume, still. Accumulating zone. Two more years if you are willing.

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WeRide Inc. - ADR

 . No market interest = extremely low volume, still. Accumulating zone. Two more years if you are willing.

@Djmorri Institutions  start building positions 12 to 18 months before ahead of 2028 (1st profitable qtr). Accumulation in $WRD  begins in Q4.  
Markets look forward. Large funds position long before breakeven happens. They&#39;ll be fully loaded by than. 
 
That means a steady bid from isnt qtr over qtr is starting soon. The pace and level of that investment will be decided by how fast/hard Weride scales, lowers net losses, collects A/R, holds  gross margins steady, does not piss away money, adds more ADAS OEM, etc. 
 
If WeRide shows qtr improvement toward the first profitable qtr in 2028 and first profitable full year in 2029, inst will be a steady buyer and help support $6 then $7 then $8 and so on.  
 
Like you said, 2 years before anyone is really happy.  
 
There are external events that could derail this or speed it up but no use mentioning them as they are speculative. Stay with the known. 
When facts change you change as well.

Marc

StockTwits Web

 Institutions  start building positions 12 to 18 months before ahead of 2028 (1st profitable qtr). Accumulation in 

  begins in Q4.  
Markets look forward. Large funds position long before breakeven happens. They'll be fully loaded by than. 
 
That means a steady bid from isnt qtr over qtr is starting soon. The pace and level of that investment will be decided by how fast/hard Weride scales, lowers net losses, collects A/R, holds  gross margins steady, does not piss away money, adds more ADAS OEM, etc. 
 
If WeRide shows qtr improvement toward the first profitable qtr in 2028 and first profitable full year in 2029, inst will be a steady buyer and help support $6 then $7 then $8 and so on.  
 
Like you said, 2 years before anyone is really happy.  
 
There are external events that could derail this or speed it up but no use mentioning them as they are speculative. Stay with the known. 
When facts change you change as well.