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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

Apple is experiencing a sharp sell-off despite beating earnings estimates, as investors express concerns over weak guidance, slowing services revenue, and rising memory costs. The community is actively debating whether this decline represents a long-term shift in growth prospects or a tactical rotation out of a heavily owned stock into AI-focused and semiconductor peers.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is at the center of investor focus as the community closely monitors its AWS cloud growth and capital expenditure plans in the wake of AI-driven earnings reports from other major tech firms. Traders are keenly awaiting how Amazon's infrastructure spending and cloud performance will influence its market trajectory and set the tone for the broader AI sector.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit shares experienced a sharp decline following earnings as investors reacted to management's commentary on softening U.S. user growth and search traffic volatility, despite the company reporting significant revenue gains. The community remains deeply divided, with many bullish investors framing the dip as a prime buying opportunity based on strong long-term fundamentals, while others express frustration over management's outlook and platform moderation policies.

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 Corp (SNDK) is experiencing a massive short squeeze as investors rotate back into semiconductor stocks following strong sector earnings and increased capex guidance from hyperscalers. The community is actively debating whether this double-digit rally is a genuine trend reversal or a temporary dead cat bounce as traders monitor heavy volatility and upcoming earnings reports.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is experiencing significant volatility as investors monitor the progress of the CLARITY Act and the company's recent earnings report. While some market participants anticipate potential long-term benefits from regulatory developments, the community remains deeply divided, with vocal bears highlighting the earnings miss and institutional selling while bulls look for a rebound tied to cryptocurrency market recovery.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is surging as investors cheer a massive rebound in semiconductor stocks, fueled by bullish long-term capacity forecasts from hyperscalers and the resolution of forced liquidations in the sector. Community sentiment has shifted rapidly from panic to aggressive optimism, with active discussions focused on the potential for a sustained short squeeze and long-term valuation upside as demand for AI memory remains robust.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox is trending due to a newly announced $3 billion share repurchase program, which investors are weighing against ongoing concerns regarding soft growth guidance and child safety scrutiny. Community sentiment remains highly divided between those betting on long-term platform scale and valuation, and those shorting the stock citing persistent unprofitability and leadership dissatisfaction.

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 currently trending following an advisory committee's 10-3 vote to support the efficacy of its melanoma treatment, fueling intense community speculation about potential FDA approval versus a third Complete Response Letter. Investors are actively debating the significance of the vote against the backdrop of FDA data integrity concerns and the potential for a major short squeeze.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXT Inc. is seeing high volatility and community discussion as investors weigh the company's strong revenue growth and significant backlog in the AI-driven Indium Phosphide market against concerns regarding Chinese export permits and valuation. While some market participants are focused on potential technical rebounds and long-term infrastructure demand, others are expressing caution due to recent price corrections and geopolitical risks impacting supply chain stability.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Tempus AI is trending as investors weigh recent strategic acquisitions and research collaborations against heavy short interest, fueling significant debate about the company's long-term valuation and AI integration. Community sentiment remains polarized, with many traders focusing on high-volatility price swings and potential short-squeeze dynamics while others emphasize the firm's data-driven potential in the precision oncology sector.

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 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 
 


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$VG  
The Saudi/Yemen situation is escalating, and there is real damage to Saudi facilities already.  
 
Market is used to hyper fast tech, binary zero/one, and can&#39;t really fathom crude and LNG facilities are any different. Trading is based on open vs closed in Hormuz, bombing vs &quot;deal&quot; etc. 
 
Even if there was a &quot;deal&quot; today that allowed full transit immediately, some things take months for LNG (traffic/backlog), years (repair Ras Laffen) and some things will never fully recover (North Field expansion, Trust in Qatar supply). 
 
And of course there won&#39;t be any single, elegant &quot;deal&quot; that fixes all this in the short term. Personally I&#39;d like to see resolution as soon as possible, avoiding any demand destruction long term. I&#39;m unbiased as VG is just one of many investments, and most others move differently during this conflict. When it&#39;s done I hope they all move together. UP

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Venture Global Inc

  
The Saudi/Yemen situation is escalating, and there is real damage to Saudi facilities already.  
 
Market is used to hyper fast tech, binary zero/one, and can't really fathom crude and LNG facilities are any different. Trading is based on open vs closed in Hormuz, bombing vs "deal" etc. 
 
Even if there was a "deal" today that allowed full transit immediately, some things take months for LNG (traffic/backlog), years (repair Ras Laffen) and some things will never fully recover (North Field expansion, Trust in Qatar supply). 
 
And of course there won't be any single, elegant "deal" that fixes all this in the short term. Personally I'd like to see resolution as soon as possible, avoiding any demand destruction long term. I'm unbiased as VG is just one of many investments, and most others move differently during this conflict. When it's done I hope they all move together. UP

Sean

@SeanBanan Venture Global is a U.S. Gulf Coast exporter (Plaquemines, Calcasieu Pass, CP2) shipping out of the Gulf of Mexico primarily into the Atlantic Basin and Europe. It does not transit or rely on the Strait of Hormuz.

Please understand,  $VG&#39;s core revenue model is built on long-term Take-or-Pay Sales and Purchase Agreements (SPAs) with global majors, supplying their Ships, (e.g., Shell, BP, TotalEnergies, Eni). Regional supply negotiations in South Asia or the middle east transitioning the SOU do not alter $VG&#39;s long-term tolling fees or cash flows.

StockTwits For Android 

 Venture Global is a U.S. Gulf Coast exporter (Plaquemines, Calcasieu Pass, CP2) shipping out of the Gulf of Mexico primarily into the Atlantic Basin and Europe. It does not transit or rely on the Strait of Hormuz.

Please understand,  

's core revenue model is built on long-term Take-or-Pay Sales and Purchase Agreements (SPAs) with global majors, supplying their Ships, (e.g., Shell, BP, TotalEnergies, Eni). Regional supply negotiations in South Asia or the middle east transitioning the SOU do not alter 

Frank

@StockCruiser  
I&#39;m not in the least confused about how VG makes $$$ 
 
It is obviously affected by the situation in the Middle East, in that Qatar is the only supplier larger than VG and Cheniere. As Qatar is offline, Asia and to a lesser extent Europe need alternate cargoes, which benefit VG as the competitor with the most spot availability. 
 
VG had 30% available for spot, but chose to reduce that exposure to 16% as of last Q. With more 5 year deals and November date, this will restrict further. But also likely expand as FERC approves uprates, and CP2 comes online sooner than expected. 
 
Agree we don&#39;t sail there, but we are most definitely affected by it.

  
I'm not in the least confused about how VG makes $$$ 
 
It is obviously affected by the situation in the Middle East, in that Qatar is the only supplier larger than VG and Cheniere. As Qatar is offline, Asia and to a lesser extent Europe need alternate cargoes, which benefit VG as the competitor with the most spot availability. 
 
VG had 30% available for spot, but chose to reduce that exposure to 16% as of last Q. With more 5 year deals and November date, this will restrict further. But also likely expand as FERC approves uprates, and CP2 comes online sooner than expected. 
 
Agree we don't sail there, but we are most definitely affected by it.

@SeanBanan @StockCruiser lol   dummies on here for sure