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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 currently trending due to a significant earnings beat and positive guidance, fueled by strong data center and AI-related CPU demand that has triggered a massive price rally. The community is actively debating the sustainability of this momentum, with many longs celebrating a long-awaited breakout while others caution against euphoria, drawing comparisons to past market bubbles and questioning the company's long-term profitability.

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 shares are surging in sympathy with strong earnings results from Intel, fueling renewed investor enthusiasm for the semiconductor sector as the AI infrastructure buildout continues to gain momentum. The community is actively debating the sustainability of this rapid rally, with many traders focused on the potential for a short squeeze while others express caution regarding the stock's parabolic valuation.

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

Direxion Daily Semiconductor Bear 3X Shares

Direxion Daily Semiconductor Bear 3X Shares (SOXS) is trending as traders grapple with the relentless, parabolic rise of the semiconductor sector, which has sparked intense debate over whether the market is in a historic bubble or a durable super-cycle. The community is deeply divided between those aggressively betting on a violent mean reversion through short positions and others who warn that extreme volatility decay and the structural mechanics of leveraged ETFs make this a dangerous tool for anything other than short-term tactical trades.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is seeing explosive, near-parabolic growth as investors chase a semiconductor super-cycle driven by intense AI-related demand, fueling a massive short squeeze that has left many bears reeling. The community is sharply divided between those betting on an imminent blow-off top and bubble pop, and momentum traders who argue that unprecedented sector demand and institutional inflows justify continuing the aggressive rally.

Skillz, Inc. operates a mobile gaming platform that connects players in competition. It helps developers build franchises by enabling social competition in their games. Skillz hosts casual esports tournaments for mobile players worldwide. The company was founded by Andrew C Paradise and Casey Chafkin in 2012 and is headquartered in Las Vegas, NV.

Skillz Inc - Ordinary Shares - Class A

Skillz Inc

Skillz is experiencing extreme volatility following a significant jury verdict awarding the company hundreds of millions in damages against a competitor, with the community actively debating whether this is the start of a massive short squeeze or a temporary pump. Investors are fixated on the potential for additional court-ordered disgorgement payments and the company's strong cash position, leading to aggressive discussion regarding the stock's future valuation and the potential for hedge funds to be caught in a massive short trap.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

VanEck Semiconductor ETF is experiencing intense volatility and record-breaking momentum, with community debate centered on whether the sector is undergoing a sustainable AI-driven secular expansion or inflating into a historical bubble similar to the dot-com era. Traders are actively monitoring circular AI financing and supply chain constraints, while the community remains sharply divided between those riding the parabolic trend and others bracing for a significant, liquidity-driven correction.

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 currently a major focus for investors as they monitor the stock's consolidation phase against the broader semiconductor sector, with community discourse centered on whether it remains the primary leader in AI infrastructure or if rotation into other chip makers is accelerating. Investors are actively tracking the stock's stability near support levels and analyzing recent strategic partnerships, such as those in the energy and nuclear sectors, as potential catalysts for future performance.

Zebec's integrated products - real time payroll apps, on-chain payments infrastructure and networked DePIN - serve companies of all sizes, merchants and individuals and help transcend the boundaries of traditional banking and diminish the role of financial intermediaries.

Zebec Network

Zebec Network is gaining momentum as community members highlight its potential for long-term utility alongside major industry players like XRP and ADP. Discussion is currently focused on an upcoming appearance at a high-profile industry event and the token's deflationary model, driving active debate among holders about accumulation strategies and future growth.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk is experiencing significant volatility and intense community debate, driven by a mixture of speculation regarding potential OpenAI partnerships and concerns over institutional audits. While some investors are aggressively averaging down following the CEO's substantial insider purchase, others remain skeptical, citing persistent underperformance compared to the broader software sector and a lack of official catalysts before the upcoming earnings report.

Lakewood-Amedex Biotherapeutics Inc.

Lakewood-Amedex Biotherapeutics is experiencing extreme volatility and massive trading volume following the lifting of its IPO quotation resumption halt. Investors are closely monitoring the price action as the stock establishes its initial market footing, with active community debate focused on technical support levels and the potential for sharp intraday swings typical of newly listed biotech equities.

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$WRD read this twice...to be integrated into the factory software and hardware of almost 30 different vehicle models.  
WePilot completed the OEMs&#39; reviews, testing, and integration requirements and will be installed on the vehicles.  
I wnated 1MM units per year nd this will beat 1MM units per year and it&#39;s only the first inning for that.

Niels

Marc

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WeRide Inc. - ADR

 read this twice...to be integrated into the factory software and hardware of almost 30 different vehicle models.  
WePilot completed the OEMs' reviews, testing, and integration requirements and will be installed on the vehicles.  
I wnated 1MM units per year nd this will beat 1MM units per year and it's only the first inning for that.

@LubberJML Great news!
Hope those numbers line up. 

I would model conservative, given new vehicle production ramps, and unknown OTA upside.

Maybe 1M units is a bit conservative utlook. 

At $100-200 per unit for now, at a 80% -90% GM, that makes a possible 2027 company profitability in reach? That would be something to look forward to.

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 Great news!
Hope those numbers line up. 

I would model conservative, given new vehicle production ramps, and unknown OTA upside.

Maybe 1M units is a bit conservative utlook. 

At $100-200 per unit for now, at a 80% -90% GM, that makes a possible 2027 company profitability in reach? That would be something to look forward to.

@NLZ I&#39;m sticking with 1MM. Of course it&#39;s not all at once. It&#39;s over the year(s). 
WSeRide said this will be for every level from L2 - L2++ so that price point will be higher for the advanced ADAS.

 I'm sticking with 1MM. Of course it's not all at once. It's over the year(s). 
WSeRide said this will be for every level from L2 - L2++ so that price point will be higher for the advanced ADAS.