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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 as analysts raise price targets, anticipating strong AI demand and a potential trade deal with China that could unlock significant market share. The community is buzzing about NVIDIA's potential to become the first $5 trillion company, fueled by new partnerships and positive commentary around AI's transformative impact. Some traders caution about valuation concerns and potential market corrections, but overall sentiment remains bullish.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), Global Services (BGS), and Boeing Capital (BCC). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The Boeing Capital segment seeks to ensure that Boeing customers have the financing they need to buy and take delivery of their Boeing product and manages overall financing exposure. The company was founded by William Edward Boeing on July 15, 1916 and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending due to a mixed earnings report, including a large charge related to the delayed 777X jet program, offset by positive free cash flow and increased 737 MAX deliveries; community discussions focus on whether the positive cash flow signals a true recovery despite the EPS miss. Some traders are seeing the report as a sign of a turnaround, while others express concerns about the company's overall performance and the impact of ongoing issues.

Click Holdings Ltd. operates as a holding company which provides temporary and permanent personnel solutions. Its services include professional solution services, nursing solution services, and logistics and other solution services. The company was founded by Chan Chun Sing on January 31, 2024 and is headquartered in Hong Kong.

Click Holdings Ltd. - Ordinary Shares - Class A

Click Holdings Limited

Click Holdings ($CLIK) is trending due to strong revenue growth news, fueling speculation of a potential short squeeze given its low float. The community is drawing comparisons to other Hong Kong stocks that have experienced parabolic moves, anticipating a similar run. Some traders caution about the stock's history of volatility while others point to its small float and high insider ownership as indicators of a potential breakout.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiserv is trending due to lowered 2025 earnings guidance and missed Q3 earnings, sparking concerns about the company's future growth. The community is discussing whether the significant price drop is an overreaction and speculating about potential bottom levels and a possible buyout. Some traders believe the stock is oversold and see a buying opportunity, while others express frustration with management and question the company's direction.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is trending amid discussions about its partnership with NVIDIA and Uber, with some seeing it as a potential catalyst for growth in autonomous vehicle technology. Community members are weighing the partnership's potential impact against concerns of dilution and production capabilities. The stock's movement has spurred debate on whether it can sustain its gains in the competitive EV sector.

Centene Corp. is a healthcare enterprise, which engages in the provision of programs and services to government sponsored healthcare programs. It operates through the following segments: Medicaid, Medicare, Commercial, and Other. The Medicaid segment includes the Temporary Assistance for Needy Families program, Medicaid Expansion programs, the Aged, Blind or Disabled program, the Children's Health Insurance Program, Long-Term Services and Supports, Foster Care, Medicare-Medicaid Plans, which cover beneficiaries who are dually eligible for Medicaid and Medicare, and other state-based programs. The Medicare segment consists of Medicare Advantage, Medicare Supplement, Dual Eligible Special Needs Plans, and Medicare Prescription Drug Plans. The Commercial segment is involved in the Health Insurance Marketplace product along with individual, small group, and large group commercial health insurance products. The Other segment refers to pharmacy operations, Envolve Benefit Options’ vision and dental services, clinical healthcare, behavioral health, the TRICARE program, and corporate management companies. The company was founded in 1984 and is headquartered in St. Louis, MO.

Centene Corp.

Centene Corp. is trending as investors discuss the potential impacts of a looming government shutdown and the extension of ACA subsidies on the healthcare sector. Community sentiment appears bullish, with many anticipating a positive outcome from budget negotiations and a subsequent rise in stock price. Some traders are closely watching support and resistance levels, while others are focused on the company's long-term earnings potential.

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 Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir ($PLTR) is trending amid discussions about its AI capabilities, particularly following news of a partnership with Nvidia. The community is weighing bullish sentiments against valuation concerns, with some citing CEO Karp's vision and potential for long-term growth, while others point to traditional metrics suggesting the stock is overvalued. Broader AI sector partnerships and upcoming earnings are also driving interest in the stock.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending after news of a significant investment from NVDA, with the community discussing the potential impact on its valuation and future in AI-driven telecom. Some traders are holding long positions, citing Nokia's valuable patents and potential for growth in the 5G and 6G sectors, while others are taking profits or expressing caution due to the company's large float.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending as investors discuss its potential earnings beat driven by soaring Azure demand and its key role in the AI revolution through its OpenAI partnership. Community chatter highlights Microsoft's steady growth, its upcoming earnings, and potential benefits from AI and cloud services, while also mentioning competition from smaller AI-focused companies. Discussions also involve wider market dynamics, with focus on potential interest rate cuts and upcoming economic data releases.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf ($WULF) is trending due to its strategic move into AI data centers, highlighted by a major joint venture with Google-backed Fluidstack. Community discussions focus on the potential short squeeze, with many believing the company's transition from Bitcoin mining to AI infrastructure play justifies higher valuations and will pressure shorts. Bullish sentiment is fueled by analysts raising price targets and anticipation of long-term revenue visibility.

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$AMTX Aemetis (NASDAQ: AMTX) 
AB30 (Alvarez &amp; Flora) is an urgency statute that legalize the sale of E15 gasoline in California IMMEDITATELY, while CARB completes its formal rule making process

Quick breakdown / status as of today

- 4 June 2025: Passed Assembly
- Passes senate commute review (environmental, transportation, appropriation)
- 29 august 2025 (today): pending review in appropriations suspense

Later it will pending the full senate vote (required 2/3 majority) and vote is probably expected in September and than it becomes law in California boosting ethanol demand and price in California and Aemetis’s margins

Other relevant tickers involved: $ALTO $GPRE $VLO $GEVO

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 Aemetis (NASDAQ: AMTX) 
AB30 (Alvarez & Flora) is an urgency statute that legalize the sale of E15 gasoline in California IMMEDITATELY, while CARB completes its formal rule making process

Quick breakdown / status as of today

- 4 June 2025: Passed Assembly
- Passes senate commute review (environmental, transportation, appropriation)
- 29 august 2025 (today): pending review in appropriations suspense

Later it will pending the full senate vote (required 2/3 majority) and vote is probably expected in September and than it becomes law in California boosting ethanol demand and price in California and Aemetis’s margins

Other relevant tickers involved: 

@Massimo1988 it has passed the suspense file 💪. 
 
https://sapro.senate.ca.gov/system/files/2025-08/2025-assembly-suspense-bills-unofficial-results-for-posting_1.pdf

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 it has passed the suspense file 💪. 
 


David

@Massimo1988 how big a deal is this for $AMTX?