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 Corp (SNDK) is facing intense volatility and a significant technical correction as investors debate whether the recent sharp decline is a healthy reset or the beginning of a deeper downtrend. The community remains deeply polarized, with bulls pointing to robust demand for memory in AI infrastructure and strong fundamentals, while bears argue the stock is experiencing a speculative bubble pop and warn of further downside risks.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is facing intense selling pressure following a mixed quarterly report where revenue and guidance fell short of aggressive analyst expectations. While the company highlighted record share buybacks and ongoing global expansion, the community is sharply divided between those viewing the pullback as a buying opportunity and those concerned about slowing growth, rising competition, and the company's long-term strategic direction.

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 trending as traders engage in heated debates over whether the recent price decline represents a long-term structural reset or a temporary bear trap within the broader AI-driven semiconductor cycle. The community remains deeply divided, with many participants expressing frustration over high volatility and apparent market manipulation while others aggressively advocate for buying the dip based on strong underlying fundamentals and long-term data center demand.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

The community is actively debating Trump's upcoming televised address, with heavy focus on concerns over election integrity claims, foreign interference, and the company's recent strategic pivots. Investors and critics alike are intensely divided, with discussions ranging from skepticism regarding business fundamentals and transparency to heated political polarization surrounding the stock's role in the broader market.

SK hynix, Inc. engages in the manufacture and sale of semiconductor products. Its products include dynamic random access memory, flash memory, complementary metal oxide semiconductor image sensor, and others. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is experiencing extreme volatility and intense trading volume as investors grapple with the recent ADR listing, a narrowing premium relative to its primary Korean shares, and heightened sensitivity to semiconductor sector-wide shifts. The community remains deeply divided, with some investors viewing the pullbacks as a generational buying opportunity due to strong AI-driven HBM demand, while others are actively warning of risks tied to ADR arbitrage, potential institutional profit-taking, and broader cyclical concerns in memory markets.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is currently navigating intense volatility and a sustained sell-off, with community members heavily debating whether the stock is being targeted by institutional short-selling campaigns or undergoing a necessary valuation reset. Investors are actively watching critical support levels and executive leadership expansion as they weigh the long-term potential of its AI infrastructure and data center buildout against recent bearish price action.

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 experiencing significant selling pressure as investors express frustration over a perceived lack of contract execution and delayed production results, despite the broader drone and defense sectors remaining a focus of intense community debate. While some shareholders continue to advocate for long-term potential tied to military drone requirements, others are vocal about their dissatisfaction regarding executive leadership, recent insider activity, and the company's transition from prototype development to actual revenue generation.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is trending as investors react to a new one-billion-dollar convertible note offering, sparking significant volatility and debate regarding potential dilution and the company's long-term capital strategy. While the community remains deeply divided between those viewing the pullback as a generational buying opportunity and others expressing frustration over communication regarding the raise and shifted satellite deployment timelines, discussion is heavily focused on whether the firm can successfully ramp up manufacturing capacity in Midland to meet future demand.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

Intuitive Surgical is experiencing significant investor scrutiny following mixed quarterly results that highlighted procedure growth but also flagged rising competition, pricing pressures in international markets, and manufacturing headwinds. While the community remains divided between those viewing the pullback as a rare generational buying opportunity due to the company's dominant da Vinci ecosystem and those concerned that the stock's premium valuation is no longer justified by decelerating growth.

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 as investors digest its recent shift to an asset-light data center model and a major $1.7 billion energy partnership, fueling a debate between bulls who see a buying opportunity in a fundamental AI infrastructure leader and bears concerned about aggressive capital expenditure and valuation exhaustion. The community is actively discussing whether this sharp pullback represents a capitulation phase for retail investors or a necessary correction to shake out excessive leverage before the next growth cycle.

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

$MU $SNDK this guy clearly does not use openclaw or hermes.   Kimi k3 will open sourse 11/27.   gpu rental rates will explode.  anyone with hardware can run and monitize a better model that OpenAI.  only need 16 b200.  80 bucks an hour to rent. It is unlikely the anthropic for openai will ever IPO at this point.  All future AI spend will be on Hardware and data centers.  Inference chips will become king Nvidia is going to suffer dramatically as people won&#39;t need to train models.  $GOOGL and $CBRS have great inerence chips.

Benjamin Rettig

Stephen Brandon

Genevieve Goodwin

Ivan

$MU $SNDK 

Im happy to explain the bubble pop.

As bullish as we all once were, it’s the same exact thing as the dot com bubble no real Revenue, and the only thing that is different is where the money came from. None of these semi conductor companies have people stepping up to their doors saying let me buy your chips. The revenue is not real revenue it’s borrowed revenue from the future. That’s why it’s called the bet on Ai.

1) Semi conductor company borrows billions.
2) (Invests) it into a startup Ai company. 
3) Ai company takes that money and goes where? Right back to the semi conductor company that gave them that money and buys the chips. 
4) the money went in a complete circle and boosts the Semi conductors revenue on balance sheet.
5) Rinse and repeat.
6) Banks hike price targets out of normal range for retail to buy in and use you as exit liquidity.

Learn the rules of the game. And yes everything I stated is exactly why everything is dropping right now. Look it up.

StockTwits for iOS

Keith

StockTwits For Android 

Alphabet Inc Class A

Cerebras Systems Inc

 this guy clearly does not use openclaw or hermes.   Kimi k3 will open sourse 11/27.   gpu rental rates will explode.  anyone with hardware can run and monitize a better model that OpenAI.  only need 16 b200.  80 bucks an hour to rent. It is unlikely the anthropic for openai will ever IPO at this point.  All future AI spend will be on Hardware and data centers.  Inference chips will become king Nvidia is going to suffer dramatically as people won't need to train models.  

Sofa King

@ShadowBanningIsBad he doesn’t know shit

@ShadowBanningIsBad You are speaking of stuff that hasn’t happened yet that’s why it’s called a “Bet on Ai” when it happens prices will prove themselves. Right now no one believes it. As far as I can see prices keep dropping so I guess I’m right.

 You are speaking of stuff that hasn’t happened yet that’s why it’s called a “Bet on Ai” when it happens prices will prove themselves. Right now no one believes it. As far as I can see prices keep dropping so I guess I’m right.

@ShadowBanningIsBad it’s not really all of it. You can’t circle jerk forever. You run out of cum. This ai isn’t a bubble. The revenue does trickle up from consumers though so if there’s a larger scale pullback over what was overbought, then it’s the economy as a whole. Ai will prove itself again if consumers keep using it, and the companies that use it.

What is wrong with these idiots.  
 
1 don&#39;t have a clue 
2 dumb metaphors 
3 Waste peoples time 
 
Everything that goes up fast is a bubble.  100 years ago Oil was &lt;$1 Prices don&#39;t go up in a straight line but they trend up.   
 
From 1830 to 1914 train stocks exploded from 0 to 270 Billion adjust for inflation.   85 years of almost constant increase in value.    
 
It is very reasonable to believe the AI bubble will grow for 85 years straight and reach 60% of all stocks, not just qqq.  Since markets are global that is a lot of value 
 
Kimi K3 open sources in 10 days.   The world changes then.

StockTwits Web

 it’s not really all of it. You can’t circle jerk forever. You run out of cum. This ai isn’t a bubble. The revenue does trickle up from consumers though so if there’s a larger scale pullback over what was overbought, then it’s the economy as a whole. Ai will prove itself again if consumers keep using it, and the companies that use it.

@ShadowBanningIsBad NVIDIA is still needed in the inference stage

NO $NVDA is NOT needed in the inference stage.  $AMZN $GOOGL and $CBRS chips are all much better for inference.   Other AISC chips made by $MRVL and $AVGO are many orders of magnitude better for inferencing.   $NVDA General purpose GPU are great but not efficient in terms of CapEx, electricity and Floor Space.   
 
100%  sell $NVDA training models cost more and has diminishing returns.   
 
The Future is Inferencing on chips like the $GOOGL 8i chip has 384 MB of SRAM and 288GB of $SKHY memory.  The Memory is the vast majority of the chip cost.    
 
Yes more models will be trained at diminishing returns.    
 
Software advances will  force AI to one and only one money maker.   HBM or other DRAM.   
 
to make money you either have to focus on making  DRAM, using DRAM or repackaging DRAM for sales.  
 
The AI industry is all about the DRAM.

 NVIDIA is still needed in the inference stage