SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is seeing high volatility and panic selling as investors react to a launchpad explosion involving Blue Origin, a potential future launch partner. While the community is debating the impact on satellite deployment timelines, many long-term bulls are viewing the sharp price dip as an oversold buying opportunity, emphasizing the company's diversified launch partnerships and upcoming scheduled missions with SpaceX.

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 due to strong earnings and raised full-year guidance that solidified its position as a key player in enterprise AI automation, despite short-term volatility following the earnings call. The community is heavily focused on the stock's massive short interest and potential for a short squeeze, while highlighting the company's solid balance sheet and institutional accumulation as primary drivers for future upside.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is surging following a blowout quarterly earnings report that significantly surpassed revenue and profit estimates, largely driven by explosive demand for its AI-optimized servers. The stock has become a primary focal point for the community, with intense discussion surrounding its rapid re-rating as a core AI infrastructure provider and its role within the broader enterprise software and hardware cycle.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is surging as investors react to the launch of its bank-issued stablecoin and speculation surrounding potential S&P 500 inclusion. The community is actively discussing a possible short squeeze, with many long-term holders expressing optimism about the stock's growth potential while traders debate whether the momentum will hold or face profit-taking at key resistance levels.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is seeing a significant surge in investor sentiment as the market undergoes a broader rotation back into enterprise software, with participants highlighting strong AI integration and institutional interest as key drivers. Community discussions are heavily focused on the stock's potential for a technical breakout, with many investors actively calling for a push past key psychological resistance levels toward a long-term re-rating.

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 Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir Technologies is surging as investors rotate into high-conviction enterprise software stocks amid growing AI infrastructure demand and positive market sentiment. The community is actively debating the technical breakout, the effectiveness of Palantir's AI platforms in government and commercial sectors, and the potential for a short squeeze as previous bearish sentiment faces downward pressure.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimune is trending as investors react to a rare regulatory development, where the FDA has agreed to a pathway for the resubmission of the company's RP1 melanoma treatment following extensive controversy. While retail and institutional traders discuss the potential for a short squeeze given high short interest, the community remains sharply divided between those betting on an eventual approval and critics who argue the company lacks sufficient clinical data and financial runway.

Magnachip Semiconductor Corp. engages in the design and manufacture of analog and mixed-signal platform solutions for communications, Internet of Things (IoT), consumer, computing, industrial, and automotive applications. Its products include MOSFETs, IGBTs, AC-DC/DC-DC converters, light-emitting diode (LED) drivers, regulators, power management integrated circuits (PMICs), and industrial applications such as power suppliers, e-bikes, photovoltaic inverters, LED lighting, and motor drives. The company was founded on November 26, 2003 and is headquartered in Cheongju-si, South Korea.

MagnaChip Semiconductor Corp

MagnaChip Semiconductor is trending as the community debates its pivot into AI data center and server power solutions, highlighted by its upcoming showcase of MV MOSFET technology. Investors are actively discussing the stock's valuation as a potential turnaround play, contrasting its micro-cap status and power-focused roadmap against the broader semiconductor sector's growth.

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

Costco is currently trending as investors debate its valuation and retail strength, with the community focused on recent sales growth, fuel profitability, and speculation regarding a potential stock split or dividend activity. Sentiment is polarized between long-term holders highlighting the company's defensive moat and persistent traffic, and short-term traders concerned about high P/E multiples and the stock's inability to decisively break past the $1,000 level.

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 Inc. is trending as investors digest a strong earnings blowout from sector peer Dell, fueling optimism that SMCI's own AI server demand remains robust. This momentum, combined with the companys recent collaboration with Taiwanese authorities to address compliance and export concerns, is driving a significant short squeeze as community members discuss a potential re-rating toward industry peers.

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

Western memory supply chain is heating up. -2 
 
$CAMT  $8.05B - 3D metrology 
$FORM  $10.63B - HBM test 
$ONTO   $13.64B- Inspection 
$NVMI    $16.75B MC - Optical/materials metrology 
$RMBS   $17.04B - HBM4 controller 
 
$CAMT semiconductor equipment demand tied to AI chip expansion, trend stays constructive,$FORM + $ONTO semiconductor AI supply chain names, both benefit from chip demand cycle. momentum continues if volume supports breakout,$NVMI semiconductor metrology demand tied to AI chip scaling,$RMBS HBM4 controller narrative supports long-term memory cycle upside. 
 
In a full memory supercycle, smaller market cap names can still keep running as demand continues to move upstream. The secondary wave is where momentum often extends. 
 
Any other names you think should be on this list? Always looking for overlooked winners.

Ad0n

StockTwits Web

Camtek Ltd

FormFactor Inc.

Onto Innovation Inc.

Nova Ltd

Rambus Inc.

Western memory supply chain is heating up. -2 
 


    $16.75B MC - Optical/materials metrology 


 semiconductor equipment demand tied to AI chip expansion, trend stays constructive,

 semiconductor AI supply chain names, both benefit from chip demand cycle. momentum continues if volume supports breakout,

 semiconductor metrology demand tied to AI chip scaling,

 HBM4 controller narrative supports long-term memory cycle upside. 
 
In a full memory supercycle, smaller market cap names can still keep running as demand continues to move upstream. The secondary wave is where momentum often extends. 
 
Any other names you think should be on this list? Always looking for overlooked winners.

Donald Osullivan

@FibonacciTrader_ what&#39;s up with the -2?

StockTwits for iOS

Sammy Jim

@ManthaMantha   It means the second article.  I’m also tracking this name, DM for full breakdown and levels, follow for updates.

   It means the second article.  I’m also tracking this name, DM for full breakdown and levels, follow for updates.