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 trending amid intense investor euphoria and a massive short squeeze, with the community actively debating whether the stock's parabolic ascentdriven by aggressive price target hikes and AI infrastructure demandis a sustainable supercycle or a speculative bubble destined for a sharp correction. Traders are locked in a fierce tug-of-war, with bulls pointing to fundamental memory storage needs while bears focus on the stock's extreme year-over-year gains and the potential for a blow-off top.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is currently at the center of a volatile discussion as investors weigh the company's aggressive 30,000-person layoff plan against its massive capital investment into AI infrastructure. While some in the community view these cost-cutting measures as a necessary pivot to fund long-term growth and stay competitive, many traders are expressing significant frustration over persistent downward price pressure and the stock's failure to maintain gains despite positive earnings and massive AI backlog figures.

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 Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is currently experiencing heightened volatility and intense community debate following a now-deleted social media post from investor Michael Burry, who suggested that Anthropic poses a significant competitive threat to the company. While bears are seizing on these comments to question Palantir's valuation and market position, many vocal supporters are dismissing the narrative as market manipulation, pointing to the company's strong fundamentals and the distinct, complementary nature of its AI operating system.

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 trending as a major beneficiary of sector-wide capital rotation, fueled by strategic collaborations with Google and the Terafab project involving Tesla and SpaceX. The community is actively debating whether this momentum marks a sustainable turnaround for the foundry business or a temporary sentiment-driven rally.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is trending as it faces heavy selling pressure alongside the broader SaaS sector, driven by analyst downgrades and growing market anxiety that agentic AI models could disrupt traditional subscription-based enterprise software. Despite solid fundamentals and management's confidence, the community is deeply divided between those viewing the decline as a generational buying opportunity and those fearing a long-term structural shift away from legacy platforms.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as digital video compact disc player, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSM is trending as record-breaking Q1 revenue and strong monthly sales confirm that AI infrastructure demand remains robust, effectively silencing concerns about a cooling cycle. The community is actively discussing the stock's role as a reliable 'lie detector' for the semiconductor industry, with investors closely watching capacity expansion and aggressive analyst price target hikes as bullish indicators despite ongoing geopolitical and supply-chain uncertainties.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimune is trending as investors react to the FDA accepting the BLA resubmission for its melanoma treatment, with a PDUFA date set for April 2026. The community is actively debating the likelihood of approval following a prior Complete Response Letter, with many analyzing whether the resubmitted data sufficiently addresses previous concerns regarding trial design and efficacy.

Back in 2011, long before “crypto Twitter”, NFTs, or VC-backed chains existed, users of the BitcoinTalk forum came up with a new currency - not to launch a network, but to make fun of btc.... and so: The first memecoin/memecurrency was born.  On May 23, 2011, a Something Awful poster cracked, “Has anyone called them buttcoins yet?”. It was sophomoric and perfect. Within weeks the gag metastasized into Buttcoin.org, a parody blog that described a “peer to peer butt” economy while cataloging mining fiascos, exchange blowups, and MLM-adjacent “innovations”.

Buttcoin

Buttcoin is gaining attention as a long-standing meme with roots dating back to 2011, now resurfacing as a community-driven project on Solana. Investors are debating its staying power compared to other meme coins, with proponents highlighting its historical lore and the potential for long-term relevance.

Organon & Co. is a science based global pharmaceutical company, which develops and delivers innovative health solutions through a portfolio of prescription therapies within women’s health, biosimilars and established brands. The company was founded on March 11, 2020, and is headquartered in Jersey City, NJ.

Organon & Co.

Organon & Co. is currently the subject of intense speculation as buyout rumors, particularly involving potential interest from Sun Pharma, fuel volatility alongside ongoing discussions about the company's significant debt load. While some investors are betting on a turnaround driven by the recent FDA approval for Nexplanon's extended use and VTAMA trial success, others remain cautious, debating whether the stock is a deep-value opportunity or a long-term play burdened by its balance sheet.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is seeing intense retail engagement and volatile price action driven by speculative optimism surrounding its role in the silicon photonics and AI hardware supercycle, despite ongoing scrutiny over its current lack of profitability and high valuation. Community sentiment remains deeply polarized between bulls betting on massive future bookings and long-term scaling, and vocal bears warning of a potential pump-and-dump setup, especially as the company continues to utilize at-the-market offerings.

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

$APLD For me the revenue is what is important as the capital expenditures are all upfront.  If they are scaling up the revenue this much, I dont know what the bear case is. Other than &quot;sector bad right now&quot;

vishal pant

JoelMW

Richard

LeftPocketDogShit

StockTwits Web

Applied Digital Corporation

 For me the revenue is what is important as the capital expenditures are all upfront.  If they are scaling up the revenue this much, I dont know what the bear case is. Other than "sector bad right now"

Palladyne AI Corp.

BigBear.ai Holdings Inc

One Stop Systems Inc

Datavault AI Inc.

Redwire Corp

Rezolve AI Limited

Blaize Holdings Inc.

Richard Haft

@Robbieross how much is it scaling up? I don&#39;t remember when the next section of the data center will be complete and ready to make revenue

StockTwits For Android 

 how much is it scaling up? I don't remember when the next section of the data center will be complete and ready to make revenue