SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is trending amid mixed sentiment following earnings, with discussions focusing on margin gains, Q4 delivery guidance, and cash reserves. The community is debating the implications of lower delivery targets and revenue forecasts, with some expressing concerns about profitability and the company's long-term potential as a Chinese stock, while others highlight positive aspects such as margin improvement.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabet ($GOOG) is trending as community sentiment turns bullish, fueled by hype around their Gemini AI model and potential competition with Nvidia ($NVDA) in AI chips. Discussions center on Google's AI leadership and the possibility of Meta ($META) utilizing Google's TPUs, shifting the competitive landscape. Some traders are noting the rapid price increase and questioning if it's overextended, while others believe this is only the beginning.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is trending as investors weigh strong AI and cloud growth against mixed earnings, with focus on Qwen's rapid adoption and the potential for further AI investment. Community chatter highlights debate about earnings and long-term value, especially compared to US hyperscalers. Recent news regarding a White House memo alleging the company provides tech support for Chinese military is also impacting discussion.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

GOOGL is trending as investors react to news of Meta potentially utilizing Google's TPUs, signaling a shift in the AI chip landscape and increased competition with NVDA. The community is discussing the implications of this shift, along with GOOGL's overall strength and potential for further growth, with some speculating on the stock reaching new highs and a $4 trillion market cap. Broader market sentiment suggests a rotation into GOOGL, driven by confidence in its AI capabilities and a perceived undervaluation compared to peers.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending as investors weigh its role in the AI landscape amid reports of Meta exploring Google's TPUs, where Broadcom is a key partner. The community is actively discussing the potential impact on Nvidia's dominance and Broadcom's prospects as a custom chip provider for major tech companies. Bullish sentiment is fueled by upcoming earnings and analysts' price target increases.

Kohl's Corp. engages in the operation of family-oriented department stores. Its business line includes apparel, footwear, and accessories for women, men, and children, home products, beauty products, and accessories. The stores generally carry a consistent merchandise assortment with some differences attributable to regional preferences. The company was founded in 1962 and is headquartered in Menomonee Falls, WI.

Kohl`s Corp.

Kohl's Corp

Kohl's is trending as investors digest the implications of recent earnings and a possible shift in strategy, with community members pointing to strong earnings and raised guidance as bullish signals. Some are speculating about potential buybacks and open-market purchases from the new CEO, while others express concerns about Black Friday deals and the state of Kohl's stores. Option traders are actively discussing potential plays and hedging strategies around the stock.

ZIM Integrated Shipping Services Ltd. engages in the provision of shipping and logistics services. It offers shipping solutions, including the transportation of out-of-gauge cargo, refrigerated cargo, and dangerous and hazardous cargo. The company was founded on June 7, 1945 and is headquartered in Haifa, Israel.

Zim Integrated Shipping Services Ltd

ZIM is trending due to persistent buyout rumors and discussions around a potential management shakeup, with community members debating the fairness of potential offers and the company's intrinsic value. Investor sentiment is mixed, with some focusing on the high short interest and potential for a squeeze, while others express concerns about declining freight rates and overall market conditions. Despite the mixed sentiment, the company's cash position and potential for a buyout keep it in the spotlight.

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 trending due to reports of Meta considering Google's AI chips, sparking concerns about competition in the AI chip market and a potential shift away from NVIDIA's dominance. The community is debating the long-term impact on NVIDIA's market share and whether this signals a broader trend of hyperscalers diversifying their AI infrastructure. Some investors view this as a buying opportunity, while others express concern about the potential impact on NVIDIA's growth and valuation.

Abercrombie & Fitch Co. engages in the retail of apparel, personal care products, and accessories. The firm operates through following geographical segments: Americas, EMEA and APAC. The Americas segment includes operations in North America and South America. The EMEA segment includes operations in Europe, the Middle East and Africa. The APAC segment includes operations in the Asia-Pacific region, including Asia and Oceania. The company was founded by David Abercrombie in 1892 and is headquartered in New Albany, OH.

Abercrombie & Fitch Co. - Ordinary Shares - Class A

Abercrombie & Fitch Co.

Abercrombie & Fitch is trending due to a significant post-earnings selloff, despite initially positive reactions and strong Q1 results. The community is actively discussing whether this dip represents a buying opportunity, given the company's buyback program and low valuation, or if it signals deeper concerns about margins and brand performance. Discussions also include potential connections with broader market factors like tariff uncertainties and sector-wide trends affecting retail apparel.

Mawson Infrastructure Group, Inc. engages in the provision of digital asset infrastructure services. The company was founded on February 10, 2012 and is headquartered in Midland, PA.

Mawson Infrastructure Group Inc

MIGI is trending amid community discussion about its low float and potential for a run to double digits, with some eyeing it as a potential beneficiary of the AI data center narrative. Mentions of compliance pressure and recent revenue figures have fueled speculative interest, particularly after positive after-hours trading.

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

 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

Why OpenAI is doomed: They promised to build datacenters for 114 trillion USD and entered into all sorts of other circular deals with so many high tech companies, but their business model does not generate enough cash to even pay for a tiny fraction of these commitments. They rely on selling the enterprise version of ChatGPT to businesses. But this market is already dominated by $MSFT. Microsoft has a huge, highly skilled and well connected enterprise sales team, incentivized to explain to their buddy CIOs and CEOs why Copilot is better integrated with their favorite office applications, easier to implement with their Azure based data lakes and better aligned with the corporate security suite (also from Microsoft) than ChatGPT. Guess who will win? 
The SP of all companies involved with OpenAI will suffer once OpenAI&#39;s strategy fails. Including $MSFT, as OpenAI&#39;s largest shareholder. The &quot;AI Bubble&quot; will burst. There is no question &quot;if&quot;, but &quot;when?&quot;.  
$MSFT $GOOG $NVDA $AMD $AMZN

StockTwits Web

Microsoft Corp

GOOG is trending as discussions around its AI capabilities intensify, particularly with comparisons to competitors like NVDA and MSFT. The community is debating whether GOOG is winning the AI race, highlighting its TPU technology and potential market share gains. Additionally, analyst commentary and price target updates are contributing to the increased interest in the stock.

Advanced Micro Devices Inc

Amazon.com Inc

Why OpenAI is doomed: They promised to build datacenters for 114 trillion USD and entered into all sorts of other circular deals with so many high tech companies, but their business model does not generate enough cash to even pay for a tiny fraction of these commitments. They rely on selling the enterprise version of ChatGPT to businesses. But this market is already dominated by 

. Microsoft has a huge, highly skilled and well connected enterprise sales team, incentivized to explain to their buddy CIOs and CEOs why Copilot is better integrated with their favorite office applications, easier to implement with their Azure based data lakes and better aligned with the corporate security suite (also from Microsoft) than ChatGPT. Guess who will win? 
The SP of all companies involved with OpenAI will suffer once OpenAI's strategy fails. Including 

, as OpenAI's largest shareholder. The "AI Bubble" will burst. There is no question "if", but "when?".  


In the short run it will be a choppy ride over the next few months. But in the long run $MSFT will be the big winner.  
OpenAI won&#39;t get financing from banks, as their datacenters don&#39;t make a good collateral, because the AI chips in these data centers become worthless as soon as the next generation of AI chips comes out.

In the short run it will be a choppy ride over the next few months. But in the long run 

 will be the big winner.  
OpenAI won't get financing from banks, as their datacenters don't make a good collateral, because the AI chips in these data centers become worthless as soon as the next generation of AI chips comes out.

Dave Dodson

StockTwits for iOS

Phoenixtrader77

@Kosmokrat You dont think they will upgrade with each example of Moores Law?

StockTwits For Android 

 You dont think they will upgrade with each example of Moores Law?

@Glider549 Who are &quot;they&quot;? OoenAI will run out of money soon. Others will upgrade, if the business case justifies it. How much is the average person willing to spend on AI tools, and what will they stop spending money on? Netflix? Cheap gadgets bought via Amazon? iPhones? AI is not a money printing press....

 Who are "they"? OoenAI will run out of money soon. Others will upgrade, if the business case justifies it. How much is the average person willing to spend on AI tools, and what will they stop spending money on? Netflix? Cheap gadgets bought via Amazon? iPhones? AI is not a money printing press....

@Kosmokrat I thought you were talking about corporations, not individuals.

 I thought you were talking about corporations, not individuals.

@Glider549 Same concept applies for Corporations.