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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

Reports that AMD notified customers of a roughly 10% chip price increase beginning in Q4, linked to higher TSMC wafer costs, are fueling a rally to all-time highs that has traders eyeing trillion-dollar market cap status. Bulls frame the hike as evidence of pricing power, while skeptics call the move an overextended, hype-driven short squeeze at stretched valuations.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

CRML is surging after the U.S. announced a security agreement with Denmark and Greenland granting Washington permanent military access to the island, where the company's Tanbreez rare earth project is located, with traders also framing the move ahead of an upcoming U.S.-China summit set to address critical minerals. The community is heavily bullish, with many anticipating a short squeeze on elevated short interest, while skeptics counter that the pact covers security rather than mining rights and does little for a project still years from production.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is sliding sharply after its Capital Markets Day, where management laid out long-term blockbuster-launch and pipeline targets that failed to reassure investors worried about Eli Lilly competition and the looming semaglutide patent cliff. The community is heavily criticizing CEO Mike Doustdar's communication and strategy, while dip buyers argue the selloff is an overreaction on an already cheap valuation.

Maase, Inc. operates as a integrated provider and operator of artificial intelligence (AI) centric full-scene digital systems. The firm focus on areas of flexible energy deployment and intelligent commercial network operation, and provide closed-loop solutions from computing infrastructure, smart hardware and full-scene services, aiming to achieve large-scale implementation of AI technologies across industries. The company was founded by Hai Feng Yu on August 6, 2018 and is headquartered in Qingdao, China.

Maase Inc. - Ordinary Shares - Class A

Highest Performances Holdings Inc. - ADR

A rapid cadence of enterprise AI contract announcements  spanning multi-month compute-capacity leases and prepaid token-based API agreements  is dominating the discussion, with many traders framing it as a shift from one-off projects toward recurring revenue, alongside attention on the company's newly published AI security white paper. Reaction is split: bulls see the stock as undervalued on the contract flow and volume-backed chart action, while skeptics note the price has slipped despite the news and question margins, cash conversion, and potential dilution from a shelf registration.

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

A sharp, short-squeeze-fueled rally is dominating the conversation, with traders citing reported but unconfirmed talks for SK Hynix to produce memory chips at Intel's Ohio site and CEO Lip-Bu Tan's comments that Intel can meet only about half of customer CPU demand as AI shifts toward inference and agentic workloads. Bulls see heavy call-option buying, dark-pool activity, and ongoing deal speculation keeping the run alive, while skeptics call the move momentum-driven with no partnership confirmed.

Dutch Bros, Inc. engages in operating and franchising drive-thru shops that focus on handcrafted beverages. It operates through the Company-Operated Shops, and Franchising and Other segments. The Company-Operated Shops segment consists of coffee shop sales to customers. The Franchising and Other segment is involved in bean and product sales to franchisees and includes the initial franchise fees, royalties, and marketing fees. The company was founded by Travis Boersma and Dane Boersma in 1992 and is headquartered in Tempe, AZ.

Dutch Bros Inc - Ordinary Shares - Class A

Dutch Bros Inc

Dutch Bros is trending as its shares slide to 52-week lows, a steep drawdown traders tie to valuation compression on a still-elevated multiple, the failed Salad and Go bid that rival 7Brew topped, and dilution concerns around a shelf registration. The community is sharply divided between dip-buyers calling the stock oversold on strong store growth, revenue beats, and raised guidance, and bears who argue it remains too expensive as consumer and restaurant peers broadly weaken.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm is rallying with the broader chip sector as traders rotate back into semis on booming CPU demand for agentic AI, with some crediting Meta's Muse announcement as a fresh read-through for AI-CPU suppliers and the stock building on CEO Rene Haas's comments that supply constraints have eased and Arm can convert multi-billion-dollar AGI CPU demand into revenue. Community sentiment is largely bullish amid heavy call buying, though skeptics counter that there is no fresh company-specific news and the move is simply the sector bid.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

Traders are focused on the Federal Reserve's rate hike and what it means for SoFi's rate-sensitive lending business, with bulls arguing the move was already baked into guidance and bears warning of higher funding costs and refinancing headwinds. The debate is amplified by ongoing frustration over SoFi's underperformance versus fintech peers like Robinhood and disagreement over whether the reported Citizens Bank employee-poaching lawsuit is a genuine threat or a legal scare tactic.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

Bitcoin's rebound is lifting crypto-treasury stocks, putting Strive in focus as it climbs alongside peers like Strategy while notably underperforming them. Traders are split on the laggard action  some suspect warrant exercises are creating dilution, others blame market-maker suppression and heavy short positioning, while bulls point to Strive's accelerating Bitcoin accumulation and squeeze potential.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Reports that Paramount Skydance is in advanced settlement talks with California's attorney general over the states' antitrust suit blocking its Warner Bros. Discovery acquisition are driving the conversation, lifting the stock in after-hours trading. Traders are largely betting on a resolution before the merger's daily ticking fee begins in early October, though skeptics question whether the reported terms, such as CNN content monitoring and film-release commitments, will hold or whether a settlement becomes a 'sell-the-news' event.

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$PL seeing some interesting action ahead of Sept 3 earnings

Despite a 7% dip recently, big call buys are stacking up

Spotted a 2,543-contract Sept 18 $24 call sweep at the ask on InsiderFinance

That’s over 3x open interest, so keep an eye on that $24 level for any bullish follow-through

Options flow is all calls, around 6.7K contracts, with 4.7K as OTM sweeps

No puts in sight

This is a contrarian play into weakness but needs confirmation on the tape before going big

Earnings are a wildcard

Those Sept 18 $40 lotto calls are cheap but risky

Elevated IV means potential for a big move

Larry

Jumpingjackflash

GamingModz

Vincent Spirite

John

StockTwits Web

Planet Labs PBC

 seeing some interesting action ahead of Sept 3 earnings

Despite a 7% dip recently, big call buys are stacking up

Spotted a 2,543-contract Sept 18 $24 call sweep at the ask on InsiderFinance

That’s over 3x open interest, so keep an eye on that $24 level for any bullish follow-through

Options flow is all calls, around 6.7K contracts, with 4.7K as OTM sweeps

No puts in sight

This is a contrarian play into weakness but needs confirmation on the tape before going big

Earnings are a wildcard

Those Sept 18 $40 lotto calls are cheap but risky

Elevated IV means potential for a big move

@QuantInsider great info! Am starting to think we will reverse these bearish trend soon, i doubt this will keep on for much longer

StockTwits for iOS

 great info! Am starting to think we will reverse these bearish trend soon, i doubt this will keep on for much longer