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The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk is facing extreme bearish sentiment and heavy selling pressure as investors brace for earnings, with many in the community expressing frustration over poor stock performance and demanding a change in leadership. Discussions are dominated by speculation regarding potential earnings leaks, fears of further downside risk, and debates over whether the company's valuation represents a deep-value opportunity or a failing investment.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics is seeing intense community discussion following a report of potential U.S. restrictions on Chinese optical transceiver imports, which investors view as a major catalyst for domestic manufacturers. While traders are reacting to the bullish policy tailwinds and surging volume, the community remains focused on the company's upcoming earnings report as the critical test to see if production capacity can finally meet the massive, long-term AI infrastructure demand.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is facing intense volatility as investors react to management turnover and uncertainty surrounding the timeline for securing large-scale defense contracts. While the community remains divided over the company's long-term potential in the autonomous drone sector, discussions are currently dominated by scrutiny of revenue guidance, institutional sentiment, and the upcoming earnings report.

Innodata, Inc. is a data engineering company, which engages in providing artificial intelligence software platforms and management of its services. It operates through the following business segments: Digital Data Solutions (DDS), Synodex, and Agility. The DDS segment combines deep neural networks and human expertise in multiple domains to make unstructured information useable. The Synodex segment enables clients in the insurance and healthcare sectors to transform medical records into useable digital data and to apply technologies to the digital data to augment decision support. The Agility segment provides tools and related professional services that enable public relations and communications professionals to discover influencers, amplify messages, monitor coverage, and measure the impact of campaigns. The company was founded by Todd H. Solomon in 1988 and is headquartered in Ridgefield Park, NJ.

Innodata Inc

Innodata is trending as investors weigh a significant leadership transition, with founder Jack Abuhoff shifting to Executive Chairman and COO Rahul Singhal set to become CEO in 2026. The stock is seeing heightened volatility as the community debates whether the upcoming earnings report will confirm sustained growth, with some investors cautious about leadership uncertainty and others focused on the company's strong guidance and expansion into AI-driven enterprise solutions.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is facing significant volatility ahead of its earnings report as investors weigh the impact of rising competition from prediction markets and mixed sentiment regarding the company's growth trajectory. The stock is currently a major focal point for community debate, with traders actively split between those betting on an earnings beat driven by the upcoming football season and others concerned about market share pressure and aggressive short-selling activity.

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 Group is in the spotlight following the FDA's accelerated approval of its melanoma treatment, TUDRIQEV, a long-awaited milestone after previous regulatory setbacks. The community is actively debating the implications of the confirmatory trial requirements and the potential for a share offering, while traders weigh the risk of dilution against the company's newfound potential as a strategic acquisition target.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is experiencing significant volatility driven by unverified market speculation regarding a short position by Michael Burry, which has triggered intense debate between traders over its fundamental strength and AI infrastructure outlook. The community remains deeply polarized, with many retail investors treating the dip as a buying opportunity ahead of upcoming earnings, while others raise concerns about institutional sell-offs and technical resistance levels.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

Ouster Inc. is currently trending as investors react to a significant secondary share offering and cooling sentiment across AI and robotics sectors. The community remains focused on Ouster's integration of the REV8 sensor platform and the company's competitive position in the expanding Physical AI market.

Corsair Gaming, Inc. designs and supplies hardware components for personal computers. It operates through the Gamer and Creator Peripherals, and Gaming Components and Systems segments. The Gamer and Creator Peripherals segment offers gaming keyboards, mice, headsets, controllers, and gaming gear including capture cards, Stream Decks, USB microphones, studio accessories, and EpocCam software, as well as coaching and training services. The Gaming Components and Systems segment focuses on creating power supply units, or PSUs, cooling solutions, computer cases, DRAM modules, prebuilt, and custom-built gaming PCs. The company was founded by Andrew J. Paul in 1994 and is headquartered in Milpitas, CA.

Corsair Gaming Inc

Corsair Gaming is trending as investors react to a significant earnings beat and raised full-year guidance, fueling community sentiment that the company is effectively transitioning from a cyclical peripheral vendor into a premium ecosystem player with long-term AI-driven potential. The conversation is further amplified by a high short interest, with many participants actively discussing the stock as an undervalued turnaround candidate that deserves to be re-rated alongside other hardware-focused tech leaders.

Rocket Cos., Inc. engages in the provision of a suite of services related to homeownership and other personal financial transactions. It operates through the following segments: Direct to Consumer and Partner Network. The Direct to Consumer segment consists of performance marketing and direct engagement through the Rocket Mortgage App. The Partner Network Segment focuses on partnerships with premier consumer-focused organizations, brokers and mortgage professionals who leverage the platform and scale to provide mortgage solutions to clients. The company was founded by Daniel Gilbert in 1985 and is headquartered in Detroit, MI.

Rocket Companies Inc - Ordinary Shares Class A

Rocket Companies Inc

Rocket Companies is capturing significant market attention as investors weigh its potential as an AI-powered housing platform against broader concerns about the mortgage sector and macroeconomic volatility. While some community members remain wary of the housing market outlook and interest rate pressures, many are actively accumulating shares, viewing the current valuation as an attractive entry point ahead of expected future growth and synergies.

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What kind of move are you expecting from $NVDA post-earnings?

June Yi

B Hayes

Karen Khan

Kori Burns

42% of the Stocktwits community sees a big breakout from $NVDA post-earnings 👀

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What kind of move are you expecting from 

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@StocktwitsPolls Once ER comes out on 28th it will show if we are still on the vertical uptrend and with everything that came out yesterday on the Keynote there is huge opportunity there for Nvidia as an AI infrastructure company.

bruceda

Ken "Soulless Coward" Griffin

 Once ER comes out on 28th it will show if we are still on the vertical uptrend and with everything that came out yesterday on the Keynote there is huge opportunity there for Nvidia as an AI infrastructure company.