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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending after its strong earnings report revealed robust demand for its AI platform and optimistic forward guidance, sparking widespread bullish excitement for significant upside, though some investors continue to debate its elevated valuation.

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 trending ahead of its highly anticipated earnings report, with investors keenly focused on a projected revenue surge and potential impact from Elon Musk's xAI merging with SpaceX. The community is sharply divided between expectations of a massive short squeeze fueled by undervaluation and critical AI infrastructure, and concerns over potential margin pressures and past earnings disappointments.

Hyperliquid is a performant L1 optimized from the ground up. The vision is a fully onchain open financial system with user built applications interfacing with performant native components, all without compromising end user experience.   The Hyperliquid L1 is performant enough to operate an entire ecosystem of permissionless financial applications – every order, cancel, trade, and liquidation happens transparently on-chain with block latency &lt;1 second. The chain currently supports 100k orders / second.  The Hyperliquid L1 uses a custom consensus algorithm called HyperBFT which is heavily inspired by Hotstuff and its successors. Both the algorithm and networking stack are optimized from the ground up to support the L1.   The flagship native application is a fully onchain order book perpetuals exchange, the Hyperliquid DEX. Further developments include a native token standard, spot trading, permissionless liquidity, etc.

Hype

HYPE Crypto (Hyperliquid) is surging, demonstrating strong relative strength against broader crypto market trends and fueled by aggressive token buybacks. The community is buzzing about its potential to dominate decentralized finance, with many noting its limited US accessibility as a future catalyst.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk ($SNDK) is experiencing a massive rally driven by blowout earnings that significantly surpassed expectations and aggressive price target upgrades from analysts. The community is fiercely debating whether the surge is a justified "monster" run fueled by insatiable AI memory demand or an unsustainable "bubble" fueled by market manipulation.

Teradyne, Inc. engages in the development and sale of automatic test systems. It operates through the following business segments: Semiconductor Test, Robotics, and All Other. The Semiconductor Test segment designs, manufactures, and markets semiconductor test products and services. The Robotics segment includes operations related to the design, manufacturing, and marketing of collaborative robotic arms, autonomous mobile robots, and advanced robotic control software. The company was founded by Alexander V. d'Arbeloff and Nicholas DeWolf in 1960 and is headquartered in North Reading, MA.

Teradyne, Inc.

Teradyne is trending following an exceptional earnings report and stronger-than-anticipated future guidance, which significantly exceeded expectations. The conversation highlights its accelerating momentum in AI-driven compute and chip testing demand, with many celebrating its impressive performance and future prospects.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD.com is trending with widespread investor frustration as it underperforms a rallying Chinese tech sector, hitting new lows. Despite recent news of substantial share buybacks in 2025 highlighting its deep undervaluation, community sentiment remains sharply divided between those capitulating in despair and contrarian investors accumulating, anticipating a significant rebound.

KraneShares Trust - KraneShares CSI China Internet ETF

KraneShares CSI China Internet ETF

KraneShares CSI China Internet ETF ($KWEB) is trending as China's market shows renewed strength, driven by anticipated policy support for tech and signs of easing US-China trade tensions, prompting significant bullish options activity and community discussion around undervaluation.

Rambus, Inc. engages in the provision of cutting-edge semiconductor and Internet Protocol products, spanning memory and interfaces to security, smart sensors and lighting. Its products include Memory Interface Chips, Interface IP, and Security IP. The company was founded by P. Michael Farmwald and Mark A. Horowitz in March 1990 and is headquartered in Sunnyvale, CA.

Rambus Inc.

Rambus is trending following its latest earnings report, where robust overall performance was overshadowed by soft near-term revenue guidance, leading to a significant stock decline. The community is actively debating whether this represents an overreaction and a buying opportunity given the company's strong cash position and strategic role in the AI memory market, or if it signals valid execution risks.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

Axon Enterprise is trending following a Q3 EPS miss attributed to tariff impacts on device margins, despite solid revenue growth and raised full-year guidance. The community is actively debating its high valuation and recent price drop against the company's market dominance, strategic AI-focused acquisitions, and potential for major government contracts, particularly the anticipated ICE bodycam mandate.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology Group is trending after reporting blockbuster Q2 earnings and strong guidance driven by robust demand for its high-speed connectivity solutions critical to AI infrastructure, fueling widespread community excitement about its growth trajectory despite some ongoing chatter around insider selling.

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$NOW  Palantir&#39;s earnings surprise may be just the thing  to validate and change the narrative on ServiceNow and other value added AI software companies.  
$AI $MSFT $PLTR $NVDA

John Keel

StockTwits Web

ServiceNow Inc

C3.ai Inc

Microsoft Corp

  Palantir's earnings surprise may be just the thing  to validate and change the narrative on ServiceNow and other value added AI software companies.  
