SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending as investors debate the impact of the company's recent earnings report and potential strategic developments, including the eBay investment and pending warrant status. The conversation remains polarized between bullish traders expecting a turnaround or short squeeze and bearish traders who express skepticism regarding dilution and corporate communication.

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

Rigetti Computing is trending following the finalization of a $100 million funding agreement with the U.S. Department of Commerce under the CHIPS and Science Act, which involves the government taking a minority equity stake in the company. While the news prompted a rally, community conversation remains divided, with some traders optimistic about the validation of the company's technology, while others express concerns over potential shareholder dilution.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is facing significant downward pressure as traders react to macroeconomic trade tensions and concerns over the company's reliance on transaction fees, while a vocal segment of the community remains focused on alleged data privacy and regulatory liabilities. Despite the bearish sentiment, many investors view the recent price drop as a long-term dip-buying opportunity and look toward upcoming earnings for a catalyst.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale Power is trading higher amid a broad market rotation into nuclear energy stocks, driven by growing investor confidence in small modular reactors as a critical power source for AI data centers. While some traders express frustration over the company's lack of immediate revenue and reliance on capital raises, others are positioning for potential long-term contracts and industry-wide regulatory tailwinds.

New Era Energy & Digital, Inc. is an exploration and production company, which engages in selling oil and natural gas products. The company was founded on February 6, 2023 and is headquartered in Midland, TX.

New Era Energy & Digital Inc.

New Era Energy & Digital is surging as traders speculate on imminent news regarding Power Purchase Agreements (PPA) and hyperscaler tenant deals for its Texas data center projects. Market participants are expressing strong optimism, pointing to increasing institutional ownership and the strategic value of the company's behind-the-meter, off-grid power infrastructure as a solution to grid capacity bottlenecks.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is trending following a massive multi-generation partnership with Amazon to develop customized AI data center chips and optical connectivity, a deal tied to potential $60 billion in future payments. While retail sentiment has improved and investors view the news as validation of the company's diversification strategy, some traders remain cautious about near-term profitability and the impact of warrants issued to Amazon.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is trending primarily due to investor excitement surrounding its expansion into autonomous vehicle partnerships, including recent autonomous ride launches in Europe and partnerships in Dubai. While some traders express skepticism regarding the company's long-term competitive moat against potential robotaxi disruptors, others highlight strong free cash flow and a massive global user base as key drivers for potential upside.

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

AMD is trending as traders closely watch the stock's consolidation patterns around technical support levels, with ongoing debate over its growth potential compared to other semiconductor peers. While some investors remain bullish on the long-term AI narrative, others are expressing frustration over recent downward price action and are skeptical of the stock's ability to reclaim its previous highs without a significant catalyst.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending as traders react to a volatile post-earnings sell-off, with many dismissing the drop as manipulation while debating whether the company is effectively demonstrating durable, AI-driven growth acceleration. While some analysts have raised price targets following the earnings beat and raised guidance, sentiment remains split between investors viewing the pullback as a buying opportunity and those concerned by the stock's lack of sustained upward momentum.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel shares are trending following the announcement of an expanded collaboration with ASML regarding High NA EUV lithography technology, which is being utilized in its high-volume production. The community response is divided, with traders debating the sustainability of the stock's recent gains while balancing enthusiasm for the company's long-term foundry prospects against concerns over broader geopolitical instability.

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

NVIDIA Corp

 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

$ZM added here. Call is bullish. Super smart management. Good execution.

Terry

mike

Phill The Bank

Long legs

RealWASP

StockTwits for iOS

Zoom Communications Inc. - Ordinary Shares - Class A

 added here. Call is bullish. Super smart management. Good execution.

$ZM call just ended. Solid quarter, enterprise growing faster than at any point in the last 3 years. Bookings going up, and product diversification with AI is impressive. Michelle (CFO) stressed conservatism / prudent in the guide. Only negative is that margins fell slightly due to AI (which is lower margin than the traditional business)

No mention of Anthropic, but expect the Q will show that they added given the $295M of investments in the quarter

If you believe Kalshi/Poly, then the Anthropic stake is worth $6BN (even if no adds in the quarter). 

Enterprise value is $21BN at current prices, if you take out Anthropic, EV is only $15BN with a FCF of almost $2BN. Trading at 7x FCF for a growing business is stupid cheap. No wonder management is aggressively buying the stock

 call just ended. Solid quarter, enterprise growing faster than at any point in the last 3 years. Bookings going up, and product diversification with AI is impressive. Michelle (CFO) stressed conservatism / prudent in the guide. Only negative is that margins fell slightly due to AI (which is lower margin than the traditional business)

No mention of Anthropic, but expect the Q will show that they added given the $295M of investments in the quarter

If you believe Kalshi/Poly, then the Anthropic stake is worth $6BN (even if no adds in the quarter). 

Enterprise value is $21BN at current prices, if you take out Anthropic, EV is only $15BN with a FCF of almost $2BN. Trading at 7x FCF for a growing business is stupid cheap. No wonder management is aggressively buying the stock