SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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 is seeing intense volatility as investors weigh blowout quarterly earnings and a massive buyback authorization against forward revenue guidance that fell slightly short of lofty analyst expectations. The community is sharply divided, with many bulls dismissing the sell-off as market manipulation or a temporary shakeout of weak hands, while others argue that the stock's massive year-to-date run has already priced in perfection.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is experiencing significant market attention heading into its upcoming earnings report, with community members actively discussing a potential short squeeze due to high short interest and a heavily stacked call options chain. Investors are closely tracking the company's revenue growth, margins, and the strategic integration of recent acquisitions, as bulls look for a catalyst to break through current resistance levels.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is facing significant downward pressure as investors react to BofAs report suggesting softer e-commerce growth metrics, leading to community debate over whether the sell-off is a fundamental shift or a temporary, manipulated overreaction. Many market participants are actively discussing the stock's long-term potential as a cash-generating machine, with some aggressively adding to positions on the dip while others remain cautious regarding technical support levels.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is trending due to the completion of its SkyWater Technology acquisition, a strategic move aimed at vertical integration and securing a domestic supply chain for quantum chip manufacturing. The community is actively debating the company's long-term commercial potential and valuation versus the risks of share dilution and the need for consistent, organic revenue growth.

Redwire Corp. engages in the development and provision of space and defense technologies and mission-critical solutions for government, commercial, and civil customers. Its offerings include spacecraft platforms, space infrastructure, avionics, sensors and payloads, power generation systems, radio frequency systems, microgravity research and manufacturing technologies, autonomous systems, optical sensors, and digital engineering solutions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire is experiencing significant attention as the community weighs recent institutional accumulation and defense contract wins against broader sector volatility. Investors are closely monitoring upcoming earnings and backlog execution as potential catalysts for a turnaround, while navigating the stock's recent sensitivity to market-wide selloffs and sector correlation.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital shares are facing a sharp selloff driven by broader sector-wide profit-taking and investor skepticism regarding the sustainability of current AI infrastructure spending levels. While the community remains divided, many active traders are debating whether this volatility represents a temporary reset or a structural shift in the memory cycle, with frequent discussions centered on institutional manipulation versus fundamental demand.

Figma, Inc. is an AI-powered digital design and product development platform. The firm offers tools for teams to collaborate on the entire lifecycle of software creation. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is experiencing significant volatility driven by heavy short interest and speculative options activity as investors weigh strong revenue growth against broader software sector headwinds. The community is actively debating the stock's future, split between those betting on a major short squeeze and others skeptical of its valuation and insider sales ahead of upcoming earnings.

Fluence Energy, Inc. engages in energy storage products and services, and artificial intelligence-enabled digital applications for renewables and storage. Its storage includes Smartstack, Gridstack Pro, Grisdtack, and Ultrastack. The company was founded on June 21, 2021, and is headquartered in Arlington, VA.

Fluence Energy Inc - Ordinary Shares - Class A

Fluence Energy is facing sharp volatility following a missed earnings report, where significant revenue and margin pressure led to a guidance cut despite the company maintaining a record multi-billion dollar backlog. Community sentiment is deeply divided between long-term investors pointing to the firm's massive AI data center potential and frustrated traders reacting to execution delays and recent price declines.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Joby Aviation is trending as investors react to a beat-and-raise earnings report and a strategic partnership with Atoms to develop vertiport infrastructure, sparking intense debate between bulls anticipating a short squeeze and bears concerned about high cash burn and potential dilution. The community is focused on the transition from development to commercial flight operations, with active discussion surrounding the company's progress toward final FAA type certification and upcoming operational milestones.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty is seeing significant retail interest following a sharp rebound from recent lows, fueled by strong brand momentum, successful product expansions like its new haircare line, and investor enthusiasm over the Rhode acquisition. Community members are actively debating the sustainability of this rally, with many viewing the current valuation as an attractive entry point while others express caution regarding volatility and broader market rotation.

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

Wall Street’s view after Q2 earnings season is becoming clear. 
 
Here are analyst ratings for 20 companies that have reported: 
 
$AMD — Strong Buy 
$QCOM — Hold 
$TXN — Moderate Buy 
$INTC — Hold 
$LRCX — Strong Buy 
 
The strongest conviction remains concentrated around AI infrastructure, semiconductors, cloud, and companies successfully monetizing AI. 
 
The AI cycle is expanding. 
 
It’s no longer just about GPUs. 
 
Earnings are separating the winners from the hype. 
 
The next phase of this cycle will likely reward companies with real revenue growth and execution. 
 
Which Q2 earnings winner has impressed you the most? 
 
Follow my profile for more AI, semiconductor, and growth stock analysis.

Sean W

Rob Coin

StockTwits Web

Advanced Micro Devices Inc

Qualcomm, Inc.

Texas Instruments Inc.

Intel Corp

Lam Research Corp.

Wall Street’s view after Q2 earnings season is becoming clear. 
 
Here are analyst ratings for 20 companies that have reported: 
 


 — Strong Buy 
 
The strongest conviction remains concentrated around AI infrastructure, semiconductors, cloud, and companies successfully monetizing AI. 
 
The AI cycle is expanding. 
 
It’s no longer just about GPUs. 
 
Earnings are separating the winners from the hype. 
 
The next phase of this cycle will likely reward companies with real revenue growth and execution. 
 
Which Q2 earnings winner has impressed you the most? 
 
Follow my profile for more AI, semiconductor, and growth stock analysis.

Market Pulsee

@MarketPulsee QCOM should be a buy+.... forward PE being 13 for a SEMI, doesn&#39;t make much sense.

 QCOM should be a buy+.... forward PE being 13 for a SEMI, doesn't make much sense.

venture

@venturecapped I totally see your point on QCOM! The low forward PE is intriguing, especially in the current market. I&#39;m also keeping a close watch on it. If you&#39;re interested, follow me for more insights on semiconductors and growth stocks--I can share my full analysis with you in a private message!

 I totally see your point on QCOM! The low forward PE is intriguing, especially in the current market. I'm also keeping a close watch on it. If you're interested, follow me for more insights on semiconductors and growth stocks--I can share my full analysis with you in a private message!