SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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 is seeing a massive surge driven by a preliminary chip manufacturing agreement with Apple and strong community sentiment regarding the company's role in domestic AI infrastructure. Investors are actively debating the sustainability of this rapid valuation climb, with many bulls highlighting fundamental support from U.S. government backing while others express caution over the intense momentum and potential for a short-term pullback.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending as investors react to a combination of institutional accumulation and community anticipation surrounding potential FDA developments for its sBLA submission. Discussions are heavily focused on the company's global expansion efforts and the perception of technical market manipulation, with many in the community viewing current price volatility as an opportunity to build positions ahead of upcoming catalysts.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is experiencing a massive surge in investor interest and volatility following a record-breaking earnings report, highlighted by a significant revenue beat and a growing backlog of launch contracts. The community is actively debating the company's long-term valuation and strategic position as a primary competitor to SpaceX, with many shareholders celebrating the stock's milestone movements and calling for continued growth as it expands into satellite infrastructure and defense.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is seeing intense investor focus as it hits record valuations driven by an AI-fueled memory supercycle and unprecedented demand for high-bandwidth chips. The community is actively debating whether this parabolic move is a sustainable structural re-rating due to supply shortages or an overextended bubble prone to a sharp reversal.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is seeing high volatility and heavy trading volume as investors react to a major AI infrastructure partnership and cloud service contract with NVIDIA, which includes a substantial equity-linked investment option. While the community remains divided between bullish sentiment fueled by institutional price target upgrades and bearish concerns regarding share dilution and post-earnings price pressure, many traders are actively debating whether the stock is primed for a breakout or trapped by market maker activity.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X Shares

Investors are intensely debating the sustainability of the semiconductor sector's parabolic rally, with many retail traders actively seeking to hedge or short the market using SOXS amid concerns of an AI-driven bubble. While some are doubling down on bearish positions, others warn that the market's current momentum and retail demand remain resilient, creating a volatile environment where traders are intensely focused on timing potential pullbacks.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is trending due to a legal dispute with its distribution partner, NS Pharma, which investors view as a strategic move to potentially capture full commercial rights and increase company valuation. While short-term volatility persists, the community is actively debating whether this litigation will accelerate a buyout by larger pharmaceutical firms or provide a cleaner path to a highly anticipated drug approval.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is trending as investors rally behind its pivot to a physical AI and robotics infrastructure play, driven by optimism regarding its deep automotive backlog and secure communications technology. Community members are actively discussing institutional accumulation and the potential for a breakout, as the company gains traction as a foundational software layer for next-generation industrial systems.

Innodata, Inc. is a data engineering company, which engages in providing artificial intelligence software platforms and management of its services. It operates through the following business segments: Digital Data Solutions (DDS), Synodex, and Agility. The DDS segment combines deep neural networks and human expertise in multiple domains to make unstructured information useable. The Synodex segment enables clients in the insurance and healthcare sectors to transform medical records into useable digital data and to apply technologies to the digital data to augment decision support. The Agility segment provides tools and related professional services that enable public relations and communications professionals to discover influencers, amplify messages, monitor coverage, and measure the impact of campaigns. The company was founded by Todd H. Solomon in 1988 and is headquartered in Ridgefield Park, NJ.

Innodata Inc

Innodata is surging following record quarterly results that significantly exceeded market expectations, driven by strong AI data service revenue and new major Big Tech partnerships. The community is actively discussing a potential short squeeze, given the company's strong fundamentals and high short interest, while debating the sustainability of the current rally versus the possibility of a longer-term valuation re-rating.

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 Corp is surging as investors capitalize on an intense, AI-driven supercycle in memory chip demand, which has fueled widespread supply shortages and massive pricing power. The community is actively debating the sustainability of this rally, with bulls highlighting long-term structural demand and contract security, while bears point to extreme valuation metrics and potential market manipulation as signs of an impending correction.

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

$HPQ This is my version of the AI capex trade. Hyperscalers are going to stop subsidizing inference. 

So the obvious move is to buy your own infrastructure. $AAPL &amp; $DELL are also benefiting from local infernece.

HP was the only one everyone forgot about.

You have to ride this ridiculous bubble some how. 

You can also be able to call it a bubble and not think the tech won&#39;t be meaniful.

AJ McMasterson

StockTwits For Android 

HP Inc

Apple Inc

Dell Technologies Inc

 This is my version of the AI capex trade. Hyperscalers are going to stop subsidizing inference. 

So the obvious move is to buy your own infrastructure. 

 are also benefiting from local infernece.

HP was the only one everyone forgot about.

You have to ride this ridiculous bubble some how. 

You can also be able to call it a bubble and not think the tech won't be meaniful.

josh

@JLInvest 

When the charts for AI all show huge gaps up and just keep going when other stocks are nowhere close, it’s a bubble! 

Love Claude code and use it everyday

StockTwits for iOS

 

When the charts for AI all show huge gaps up and just keep going when other stocks are nowhere close, it’s a bubble! 

Love Claude code and use it everyday

@JLInvest I agree with what you&#39;re HPQ thesis. It is crazy that HPQ is flat YTD when DELL has doubled.

StockTwits Web

 I agree with what you're HPQ thesis. It is crazy that HPQ is flat YTD when DELL has doubled.