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Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlist is trending as investors react to a significant strategic patent cross-licensing agreement with Samsung and heightened expectations for further legal settlements with industry giants like Micron. The community is actively discussing the stock's massive growth potential tied to AI infrastructure demand, a large short interest position that could trigger a squeeze, and the anticipation of a potential return to the NASDAQ.

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 under intense scrutiny as U.S. officials urge the company to sever ties with Chinese memory chip suppliers, fueling investor anxiety over potential supply chain disruptions. While some traders are focused on the stock's recent technical weakness and the broader implications of geopolitical pressure, the community remains divided between those betting on an AI-driven rebound and others wary of valuation risks.

Investment Managers Series Trust II - Tradr 2X Short SNDK Daily ETF

Tradr 2X Short SNDK Daily ETF

Tradr 2X Short SNDK Daily ETF (SNDQ) is seeing intense volatility as investors debate the impact of SanDisk canceling major factory expansion plans amid shifting government policies and increased competition from Chinese manufacturers like YMTC. The community is actively divided, with many traders aggressively betting on a sustained downturn through short positions, while others remain cautious due to the significant decay inherent in leveraged ETFs following recent price swings.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is trending as investors digest record revenue growth and institutional buying activity, with the community closely tracking upcoming government contract awards for quantum sensing projects. Discussion is dominated by strong conviction in the companys dual focus on quantum computing and sensing, with many participants viewing the current price as a significant entry opportunity ahead of a potential rerate.

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 trending as investors aggressively drive a short squeeze against vocal detractors like Michael Burry, fueled by strong earnings, high institutional demand, and anticipation of upcoming infrastructure developments. The community is sharply divided, with bulls celebrating the stock's massive recovery and momentum, while bears argue that current valuations are detached from fundamentals and overly speculative.

Uniting the six native Japanese dog breeds. Kendu is the keeper of peace, the preserver of life, and the protector of unity. Join the pack!!

Kendu

KENDU is capturing significant community interest driven by a relentless, permissionless brand culture and an extensive pipeline of real-world initiatives ranging from consumer goods to racing events. Investors and community members are actively discussing the project's long-term conviction, frequently highlighting its organic growth and the continuous, proactive building efforts occurring across multiple sectors.

Baidu, Inc. engages in the provision of internet search and online marketing solutions. The firm’s products and services include Baidu App, Baidu Search, Baidu Feed, Haokan, Quanmin, Baidu Post Bar, Baidu Knows, Baidu Encyclopedia, Baidu Input Method Editor or Baidu IME, Baidu AI Cloud and Overseas Products. It operates through the following segments: Baidu Core and iQIYI. The Baidu Core segment provides search-based, feed-based, and other online marketing services. The iQiyi segment is an online entertainment service provider, which offers original, professionally produced and partner-generated content on its platform. The company was founded by Yanhong Li and Xu Yong on January 18, 2000 and is headquartered in Beijing, China.

Baidu Inc - ADR

Baidu is trending as market participants weigh strong AI and autonomous driving growth narratives against broader concerns over Chinese tech regulation and economic headwinds. Investors are actively discussing the potential impact of an upcoming chip unit IPO, while community sentiment remains sharply divided between those positioning for a long-term AI-driven rebound and others dismissing the stock as a perennial value trap.

Roundhill ETF Trust - Roundhill Memory ETF

The Roundhill Memory ETF is seeing a surge in investor interest and volatility as markets react to a recovery in the semiconductor sector, with community members closely tracking developments involving key constituents like SK Hynix and Samsung. Discussions remain centered on AI-driven memory demand, long-term supply chain security, and the significant impact of recent liquidity shifts in the broader chip industry.

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 is trending as investors weigh strong AI-driven demand and positive analyst upgrades against macroeconomic concerns and ongoing patent litigation. The community remains deeply divided, with bulls highlighting the stock's role in the AI supply chain and potential for significant long-term growth, while bears emphasize valuation concerns and potential volatility from geopolitical tensions.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980 and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is experiencing significant volatility as investors weigh the potential for a leadership turnaround against the ongoing pressure from short-seller activity and competitive threats in the DMD space. The community is actively debating the company's valuation relative to its revenue, the strategic value of its pipeline, and the high stakes surrounding upcoming earnings and data readouts.

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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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The Stocktwits Community shared their top trade ideas for the year ahead 
 
Here’s what’s hot on Stocktwits for 2025 👇 
 
👑 Top Retail Picks for 2025: 
🥇 Tesla $TSLA 
🥈 Palantir $PLTR 
🥉 Nvidia $NVDA 
 
🏃‍♂️ Runner-ups: Intuitive Machines $LUNR, SoFi $SOFI, SoundHound $SOUN, Anavex $AVXL, AST SpaceMobile $ASTS, RocketLab $RKLB, MicroStrategy $MSTR 
 
🔝 Top Investing Themes: 
• The Future Of Transportation: $TSLA, $ACHR, $FFAI, $NAK 
• Aerospace/Space/Satellites: $LUNR, $ASTS, $HON, $RR 
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• Biotech/Pharma: $AVXL, $GERN, $EBS, $ALT, $CDTX 
• Financials/FinTech: $SOFI, $HOOD, $FNMA, $TIGR, $SCHB 
 
🪣 Top Picks by Market Cap Bucket: 
• Mega Caps: Tesla, Palantir, Nvidia, SoFi, RocketLab 
• Mid Caps: Intuitive Machines, SoundHound, Anavex, AST SpaceMobile, Rigetti 
• Microcaps: Gorilla Technology, Blockmate Ventures, Aduro Clean Tech, WonderFi, Quantum eMotion 
 
🔎 Under the Radar Names for 2025: 
• Intuitive Machines: “LUNR moving mankind further into space exploration and commercialization…” - @SkDegen 
 
• Honeywell: “HON as a conviction long. Activist involved to encourage spinoffs. They also have 54% ownership in Quantunuum, a quantum leader with real revenues and IP…” - @Torontinoo_Banana_Genius 
 
• TG Therapeutics: “TGTX with Briumvi going to become the best in class MS drug, potential to become a multi-billion $ annual sales…” - @Stocks2Retire

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📈 What Are Your Strongest Equity Market Ideas For 2025?  
  
Drop your highest conviction long and highest conviction short for 2025 in the comments below! Whether it’s $TSLA, $PLTR, or a sleeper stock that’s ready to pop (in a good way or bad), we want to hear it.  
  
🎁 We’re highlighting the most-mentioned tickers and picking a few of our favorites to receive Stocktwits Edge! Share your picks now! 👇

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Palantir Technologies Inc

Stocktwits

$ACHR $ALT $ASTS $AVXL $BBAI $CDTX $EBS $FFAI $FNMA $GERN $GOOGL $HON $HOOD $IONQ $LUNR $MSTR $NAK $NBIS $NVDA $OKLO $PLTR $RKLB $RR $SCHB $SOFI $SOUN $TIGR $TSLA

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Realest

this is so great  
 
 
$qqq $spy $TSLA $PLTR

$ASTS Don&#39;t go crying if it goes up faster in the coming period than a SpaceX rocket.... lol....

Stockhawk11

$ACHR $ALT $ASTS $AVXL $BBAI $CDTX $EBS $FFAI $FNMA $GERN $GOOGL $HON $HOOD $IONQ $LUNR $MSTR $NAK $NBIS $NVDA $OKLO $PLTR $RKLB $RR $SCHB $SOFI $SOUN $TIGR $TSLA  top micro cap pick is $GRRR up 16% today

RamGuy_949322

Gary Van Keppel

I’m outraged. How did $HOLO $AMC $BINI and $GNS not make the cut?

Thomas

$APLD 

INTERESTING no mention at all of AI Data Centers in 2025🔥 $APLD  🤔 

❗️MARK THIS POST❗️@Stocktwits

StonksPirate

Jim Cole

$GRRR for some reason Gorilla was not tagged properly in this post but definitely mentioned as a top microcap pick for 2025.

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Pheucticus Trade

Vlado Djuro

$ACHR  $AVXL $HOOD  $NVDA $OKLO  $SOFI $SOUN  $TSLA  📈💰

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Nick U

$NAK $GERN $MSTR $NVDA $TIGR $EBS $FNMA $HON $SCHB $ALT $TSLA $PLTR $GOOGL $CDTX $SOFI $AVXL $BBAI $HOOD $ASTS $FFAI $IONQ $RKLB $ACHR $OKLO $SOUN $LUNR $RR $NBIS

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$ACHR $ALT $ASTS $AVXL $BBAI $CDTX $EBS $FFAI $FNMA $GERN $GOOGL $HON $HOOD $IONQ $LUNR $MSTR $NAK $NBIS $NVDA $OKLO $PLTR $RKLB $RR $SCHB $SOFI $SOUN $TIGR $TSLA  idk might have to short this list 🤣

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The commmunity @stocktwits has spoken....the results... 
 
 
$TSLA $PLTR $SPY $QQQ

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Emergent Biosolutions Inc

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Honeywell International Inc

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Altimmune Inc

Alphabet Inc Class A

Cidara Therapeutics Inc

SoFi Technologies Inc

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BigBear.ai Holdings Inc

Robinhood Markets Inc

AST SpaceMobile Inc

Faraday Future Intelligent Electric Inc

IonQ Inc

Rocket Lab USA Inc

Archer Aviation Inc

Oklo Inc.

SoundHound AI Inc

Intuitive Machines Inc

Richtech Robotics Inc.

Nebius Group is currently experiencing a powerful surge driven by a massive short squeeze as investors aggressively target short sellers like Michael Burry. The community remains deeply divided, with bulls pointing to robust institutional backing and AI infrastructure demand, while bears argue the stock is severely overvalued and faces significant regulatory and fundamental risks.

The Stocktwits Community shared their top trade ideas for the year ahead 
 
Here’s what’s hot on Stocktwits for 2025 👇 
 
👑 Top Retail Picks for 2025: 
🥇 Tesla 

 
 
🏃‍♂️ Runner-ups: Intuitive Machines 

 
 
🔝 Top Investing Themes: 
• The Future Of Transportation: 

 
 
🪣 Top Picks by Market Cap Bucket: 
• Mega Caps: Tesla, Palantir, Nvidia, SoFi, RocketLab 
• Mid Caps: Intuitive Machines, SoundHound, Anavex, AST SpaceMobile, Rigetti 
• Microcaps: Gorilla Technology, Blockmate Ventures, Aduro Clean Tech, WonderFi, Quantum eMotion 
 
🔎 Under the Radar Names for 2025: 
• Intuitive Machines: “LUNR moving mankind further into space exploration and commercialization…” - 

 
 
• Honeywell: “HON as a conviction long. Activist involved to encourage spinoffs. They also have 54% ownership in Quantunuum, a quantum leader with real revenues and IP…” - 

 
 
• TG Therapeutics: “TGTX with Briumvi going to become the best in class MS drug, potential to become a multi-billion $ annual sales…” - 

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📜 The State of OptionsPlayers Letter: A Look Back at 2024 and What's Ahead for 2025 📜

Options Players

The State Of OptionsPlayers 2025 (OP - Lite) " Options Players

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@Stocktwits @SkDegen @Torontinoo_Banana_Genius @Stocks2Retire Ya, im good to not listen to what most people on here like..

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 Ya, im good to not listen to what most people on here like..

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@Stocktwits @SkDegen @Torontinoo_Banana_Genius @Stocks2Retire how did last years list perform?