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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros strong quarterly results and raised outlook have been overshadowed by a sharp share-price decline, fueling frustration among bullish traders who see the valuation as disconnected from growth. The debate centers on pressure on margins and reliance on a single large customer, alongside speculation that broader concerns about AI data-center spending are weighing on the stock.

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

Repeated large buy orders around $8.50 have traders speculating about accumulation or short covering as the stock tests options-related resistance. Bulls see a potential breakout, with some tying optimism to QNXs Nvidia and AMD partnerships, while skeptics question whether the buying reflects lasting business momentum.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples sharp rebound to record highs after its earnings-related pullback is driving attention, with traders describing dip-buying and a short squeeze and some viewing the company as a relative safe haven amid rotation away from AI-heavy stocks. Others question the rally given Apples valuation and warnings about rising memory costs pressuring margins.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

Coherent is selling off amid broader weakness in AI and optical stocks, with traders debating whether AI data-center spending concerns and sector de-risking justify the decline. The upcoming earnings report is a key focus: some see the pullback as a buying opportunity, while others expect further downside if results or guidance disappoint.

OFFICIAL TRUMP (TRUMP) is a cryptocurrency and operates on the Solana platform. OFFICIAL TRUMP has a current supply of 999,998,805.658532 with 281,866,741.946164 in circulation. The last known price of OFFICIAL TRUMP is 1.54105071 USD and is down -2.93 over the last 24 hours. It is currently trading on 744 active market(s) with $182,064,187.08 traded over the last 24 hours. More information can be found at https://gettrumpmemes.com/.

Trump For President

TRUMP is drawing attention amid a sharp selloff and claims of fresh lows, with traders linking the weakness to Democratic gains in the midterms and expectations that Trumps political influence will diminish. Much of the discussion also dismisses the token as a speculative meme coin or scam, though a smaller group is calling for a dip-buy or rebound.

Vistra Corp. is a holding company, which engages in the provision of electricity and power generation. It operates through the following segments: Retail, Texas, East, West, and Asset Closure. The Retail segment includes sale of electricity and natural gas to residential, commercial, and industrial customers. The Texas and East segments are involved in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The West segment represents the company's electricity generation operations in CAISO. The Asset Closure segment refers to the decommissioning and reclamation of retired plants and mines. The company was founded in 1882 and is headquartered in Irving, TX.

Vistra Corp

Vistras sharp selloff is being linked to election results and concerns that Texass incoming Democratic leadership could tighten rules on data-center development, alongside a KeyBanc downgrade citing policy uncertainty. Traders debate whether that risk justifies the drop, with some warning of regulatory pressure and others calling it an overreaction given ongoing power demand from AI data centers.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo shares are selling off as traders weigh MaxLinears plan to target the 1.6T active electrical cable market, where Credo is viewed as the incumbent leader, alongside broader weakness in AI infrastructure stocks. The community is split between concerns that competition could pressure Credos market share and the view that its established position and expanding data-center demand can support continued growth.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BioCrysts quarterly report beat expectations and lifted total revenue guidance, but the company held its ORLADEYO outlook steady, prompting concern that inventory stocking or competition could weigh on future growth. Traders are frustrated that the stock has barely responded or fallen despite the results, while some remain focused on longer-term pipeline prospects such as navenibart.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention after a sharp oil-price drop as reports and speculation about US-Iran negotiations raised hopes of easing supply disruptions and unwound some war-risk premium. Traders debate whether a deal is crediblesome expect further declines, while others warn that continued conflict or renewed escalation could reverse the move.

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

AMDs strong quarterly results and upbeat outlook, led by data-center growth, were followed by a sharp fade in the post-earnings rally. Traders are divided between seeing profit-taking and valuation pressure, and worrying that election-related uncertainty could slow AI data-center expansion.

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$WRD Uber&#39;s Q3 2026 earnings 
Uber&#39;s latest earnings and prep remarks offer some interesting insights into where the Robotaxi industry is heading. More importantly, they reveal how Uber intends to accelerate commercialization from 2027 onwards. 
 
Takeaways: 
1. Uber expects a much larger robotaxi ramp from 2028 
Uber expects approx. 700 fully driverless vehicles on its platform by 2026E, increasing to over 2,000 by 2027E, with roughly half operating internationally. 
The more interesting statement is that Uber expects a much larger commercial ramp beginning in 2028. For WeRide, which already operates across multiple int. markets, this provides a clearer timeline for potential scaling through Uber. 
 
2. Uber is becoming more selective about its AV partners 
This is arguably the most important strategic statement. Uber intends to concentrate capital, integration resources &amp; operational support on a smaller group of partners with the strongest prospects for commercial scale and attractive economics. 
 
&gt;

Marc

StockTwits Web

WeRide Inc. - ADR

 Uber's Q3 2026 earnings 
Uber's latest earnings and prep remarks offer some interesting insights into where the Robotaxi industry is heading. More importantly, they reveal how Uber intends to accelerate commercialization from 2027 onwards. 
 
Takeaways: 
1. Uber expects a much larger robotaxi ramp from 2028 
Uber expects approx. 700 fully driverless vehicles on its platform by 2026E, increasing to over 2,000 by 2027E, with roughly half operating internationally. 
The more interesting statement is that Uber expects a much larger commercial ramp beginning in 2028. For WeRide, which already operates across multiple int. markets, this provides a clearer timeline for potential scaling through Uber. 
 
2. Uber is becoming more selective about its AV partners 
This is arguably the most important strategic statement. Uber intends to concentrate capital, integration resources & operational support on a smaller group of partners with the strongest prospects for commercial scale and attractive economics. 
 
>

Niels

WeRide, Baidu, Pony were explicitly mentioned as companies already operating fully driverless services. 
 
For WeRide, its international ops experience, regulatory approvals and established Uber relationship could provide an advantage. However, competition is increasing, and Uber&#39;s strategy also strengthens its negotiating position. The real question is which partners receive the largest fleet allocations. 
 
3. Uber reports a 30% utilization advantage for Robotaxis 
Uber disclosed that its US AV partners currently generate ~30% more trips per vehicle per day through Uber than comparable 1st-party deployments nationwide. 
 
According to Uber, this translates into approximately 23% lower fixed costs p/trip, assuming fixed costs remain unchanged. 
This is particularly relevant for WeRide&#39;s asset-light Virtual Driver model. I assume that markets where an dedicated autonomous option is available in the Uber app (UAE), will have an even higher utilization. 
 
&gt;

WeRide, Baidu, Pony were explicitly mentioned as companies already operating fully driverless services. 
 
For WeRide, its international ops experience, regulatory approvals and established Uber relationship could provide an advantage. However, competition is increasing, and Uber's strategy also strengthens its negotiating position. The real question is which partners receive the largest fleet allocations. 
 
3. Uber reports a 30% utilization advantage for Robotaxis 
Uber disclosed that its US AV partners currently generate ~30% more trips per vehicle per day through Uber than comparable 1st-party deployments nationwide. 
 
According to Uber, this translates into approximately 23% lower fixed costs p/trip, assuming fixed costs remain unchanged. 
This is particularly relevant for WeRide's asset-light Virtual Driver model. I assume that markets where an dedicated autonomous option is available in the Uber app (UAE), will have an even higher utilization. 
 
>

Better utilization improves the economics for fleet owners, potentially accelerating investment in additional vehicles and increasing demand for WeRide&#39;s autonomous driving technology. 
 
4. Uber is developing financing structures for autonomous fleets 
Another interesting development that received relatively little attention. 
Uber is working on financing structures that could bring 3rd-party capital into Robotaxi fleets and supporting infrastructure. 
This could help address one of the biggest barriers to scaling: vehicle financing. 
 
For WeRide, whose international strategy increasingly relies on partners owning and operating vehicles, access to fleet financing could accelerate deployments without requiring WeRide to finance the vehicles itself. 
 
5. Robotaxis may expand the overall ridesharing market 
Uber reported that ridesharing in mature US AV markets has grown approximately seven percentage points faster than in the rest of the country. Encouraging if that trend could carry accross int markets.

Better utilization improves the economics for fleet owners, potentially accelerating investment in additional vehicles and increasing demand for WeRide's autonomous driving technology. 
 
4. Uber is developing financing structures for autonomous fleets 
Another interesting development that received relatively little attention. 
Uber is working on financing structures that could bring 3rd-party capital into Robotaxi fleets and supporting infrastructure. 
This could help address one of the biggest barriers to scaling: vehicle financing. 
 
For WeRide, whose international strategy increasingly relies on partners owning and operating vehicles, access to fleet financing could accelerate deployments without requiring WeRide to finance the vehicles itself. 
 
5. Robotaxis may expand the overall ridesharing market 
Uber reported that ridesharing in mature US AV markets has grown approximately seven percentage points faster than in the rest of the country. Encouraging if that trend could carry accross int markets.