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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

NVIDIA is surging as institutional investors capitalize on the strategic inclusion of CEO Jensen Huang in the U.S. delegation to China, viewing it as a pivotal catalyst for potential breakthroughs in chip export policy and data center expansion. Community discussion is dominated by bullish momentum, with traders actively debating the stock's parabolic trajectory and the diminishing influence of short-seller reports amid the ongoing AI infrastructure supercycle.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco Systems is seeing a massive surge in market interest following a strong earnings report that highlighted accelerating AI-related infrastructure orders and significant networking revenue growth. The community is actively debating whether this momentum marks a sustainable breakout or a potential repeat of the dot-com era's speculative bubble.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is gaining significant momentum as investors pivot toward the space sector, fueled by anticipation surrounding the upcoming SpaceX IPO and a series of high-value government contracts. The community is actively debating the firm's growth potential and revenue stability while closely monitoring upcoming earnings and the critical Lunar Terrain Vehicle contract award.

Enovix Corp. engages in the design and development of silicon-anode lithium-ion batteries. The firm's proprietary 3D cell architecture increases energy density and maintains a high cycle life. It is also developing its 3D cell technology and production process for the electric vehicle and energy storage markets to help enable utilization of renewable energy. The company was founded by Mr. Harrold Jones Rust, III, Ashok Lahiri, and Murali Ramasubramanian in November 2006 and is headquartered in Fremont, CA.

Enovix Corporation

Enovix Corp

Enovix Corp is trending as investors debate the company's transition from an R&D-focused entity to a commercial manufacturer, with community sentiment split between skepticism over repeated smartphone battery qualification delays and optimism regarding potential revenue from smart eyewear, defense, and drone markets. While some vocal critics focus on management's failure to meet past production timelines, supporters are closely watching for any sign of a major purchase order that could validate the company's silicon-anode battery technology.

Rumble, 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.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble is attracting significant investor attention as the community anticipates its upcoming earnings report and the finalization of its acquisition of Northern Data. Traders are actively discussing the potential for a short squeeze, citing high short interest and strategic growth catalysts like AI cloud infrastructure, Tether-backed revenue commitments, and an expanded data center footprint.

Eos Energy Enterprises, Inc. designs, manufactures, and deploys battery storage solutions for the electricity industry. It offers the Eos Znyth DC battery system product which designs to meet the requirements of the grid-scale energy storage market. The company was founded in 2008 and is headquartered in Edison, NJ.

Eos Energy Enterprises Inc - Ordinary Shares - Class A

Eos Energy Enterprises is seeing significant investor interest and high volatility following a consensus-beating quarterly revenue surge and the launch of a joint venture with Cerberus aimed at scaling long-duration storage. Community discussion remains intensely polarized between bulls anticipating a massive short squeeze due to high short interest and skeptics who remain focused on the company's historical capital raises and operational cash burn.

XYO is the original and one of the largest Decentralized Physical Infrastructure Networks (DePIN), boasting over 10 million nodes and consistently leading DePIN in both scale and revenue generation. Launching its Mainnet ahead of any other DePIN, XYO specializes in collecting and validating real-world data, bridging it seamlessly to Web3 and Web2 companies across AI, geolocation, and other critical data sectors. At the core of XYO are Proof of Location and Proof of Origin technologies, enabling accurate validation of real-world data for innovative use cases such as Real-World Asset (RWA) tracking, DePIN applications, real-world gaming, and treasure hunts. Recently, XYO expanded its ecosystem by launching the XYO Layer One blockchain, purpose-built to support the intensive data demands of DePIN, RWA, AI, and similar data-driven industries. XYO employs a unique dual-token model: XYO Token: An externally traded token supporting the DePIN ecosystem, rewards, staking, and governance, enhancing overall ecosystem value and scarcity.   XL1 Token: Internal to the XYO Layer One blockchain, facilitating transactions, gas fees, and other blockchain-specific use cases. The dual-token economics are strategically designed to increase scarcity and promote sustainable growth. The XYO token is available on major exchanges, including Coinbase. The XL1 token will launch publicly later in 2025. To accelerate network adoption and growth, XYO created the popular COIN app. Beyond the XYO Foundation, the team founded the U.S.-based, for-profit entity XY Labs Inc., notable as the first U.S. crypto company qualified by the SEC for a Regulation A offering, permitting share sales to both accredited and non-accredited investors. XY Labs further stands out as one of the pioneering U.S. companies to tokenize and publicly list its shares. These tokenized shares trade as $XYLB on the tZERO ATS, positioning XY Labs prominently in the growing wave of Real-World Asset (RWA) tokenization.

XYO Network

XYO is drawing significant attention as community members debate its long-term potential in the DePIN sector, with discussions intensifying around potential upcoming announcements and institutional partnerships. While some investors remain skeptical of recurring price volatility, many are actively accumulating tokens in anticipation of future utility and broader market growth.

Sony Group Corp. engages in the development, design, manufacture, and sale of electronic equipment, instruments, devices, game consoles, and software for consumers, professionals and industrial markets. It operates through the following segments: Game and Network Services, Music, Pictures, Entertainment Technology & Services, Imaging and Sensing Solutions, Financial Services, and Others. The Game and Network Services segment deals with gaming machines, software and network services. The Music segment produces and publishes music and provides image media platforms. The Pictures segment handles film production, television program creation, and media networks. The Home Entertainment and Sound segment offers LCD televisions, home audio, Blu-ray Disc players and recorders, and memory-based portable audio devices. The Imaging and Sensing Solutions segment includes the image sensors business. The Financial Services segment manages the life insurance and non-life insurance operations and banking business. The Others segment consists of various operating activities, including the disc manufacturing and recording media businesses. The company was founded by Akio Morita and Masaru Ibuka on May 7, 1946 and is headquartered in Tokyo, Japan.

Sony Group Corporation - ADR

Sony Group Corporation

Sony is trending as investors digest a mix of positive earnings and strategic updates, including a planned spin-off of its financial services division and ongoing share buybacks. The community is actively discussing the stock's long-term potential in gaming and semiconductors, alongside concerns regarding recent network service stability and the impact of broader macroeconomic pressures.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is gaining momentum as investors react to the company's inclusion in a high-profile U.S. delegation to China, sparking optimism around potential trade breakthroughs and AI growth. The community remains closely divided between those betting on a parabolic melt-up toward the $300 level and skeptics who are wary of valuation concerns and ongoing geopolitical friction.

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 view it as an overlooked AI infrastructure play, fueled by strategic partnerships with NVIDIA and significant growth in its optical networking and data center connectivity segments. The community is actively discussing the stock's potential for a long-term re-rating, driven by its critical role in sovereign AI networks and defense-related telecom solutions.

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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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$SSSS long time holder since $3s but I keep averaging up quite a lot. This fund is only trading at 0.9x NAV whole other like funds are 1x-6x multiple.

Top holdings (private companies): 

WHOOP (wearables, biometrics, health) IPO early 2027, fast growing and trending.

OpenAi (they invested very early so IPO will be juicy)

VAST Data - at 200% growth and 90% margins, this is one of the hottest and most desirable AI companies out there. They are close partners with NVIDIA who is also investor. Currently at $30B valuation but IPO in 2027 could make a splash at $100B++

TensorWave - this is like CoreWeave, datacenters, but using AMD chips. Hot!

Locus Robotics - pure play warehouse automation and robotics. 2022 valuation was 2B but I think in current market, this is IPO multibagger.

CANVA - still showing incredible growth and integrating AI capabilities

Few other interesting companies.

This is no brainer as top VC investment funds. It should be $20++ this year.

$RVI $DXYZ $VCX $STCGF

Charlootz

Novice

BEST

$SSSS $RVI $DXYZ $VCX $STCGF  
 
People have zero awareness of VAST DATA (they create AI Operating system and NVIDIA is close partner/investor with 25 engineering contracts open to integrate with NVIDIA hardware). $NVDA  
 
$SSSS is the only fund that holds VAST DATA. This is probably top 5 hottest private companies right now, except not many people know about them.

StockTwits Web

Dragon's Treasure

$SSSS $RVI $DXYZ $VCX $STCGF all running hot, SSSS dip before the rip.

StockTwits For Android 

$SSSS 

Online websites also say SSSS is holding Space X. If you have a link that shows this. Please post. 

Thanks

Jermaine

SuRo Capital Corp.

Robinhood Ventures Fund I - Common shares of beneficial interest

DESTINY TECH 100 INC

Fundrise Innovation Fund 

Stack Capital Group Inc

 long time holder since $3s but I keep averaging up quite a lot. This fund is only trading at 0.9x NAV whole other like funds are 1x-6x multiple.

Top holdings (private companies): 

WHOOP (wearables, biometrics, health) IPO early 2027, fast growing and trending.

OpenAi (they invested very early so IPO will be juicy)

VAST Data - at 200% growth and 90% margins, this is one of the hottest and most desirable AI companies out there. They are close partners with NVIDIA who is also investor. Currently at $30B valuation but IPO in 2027 could make a splash at $100B++

TensorWave - this is like CoreWeave, datacenters, but using AMD chips. Hot!

Locus Robotics - pure play warehouse automation and robotics. 2022 valuation was 2B but I think in current market, this is IPO multibagger.

CANVA - still showing incredible growth and integrating AI capabilities

Few other interesting companies.

This is no brainer as top VC investment funds. It should be $20++ this year.

