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Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending as investors react to news of potential competition from Google's TPUs, leading to discussions about the AI landscape and market share.  Community members are debating the significance of this development, AMD's valuation, and potential impact on its future revenues. Despite concerns, some bulls emphasize AMD's diverse product line and potential for long-term growth, while others anticipate a further price decline.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is trending due to mixed reactions to its Q3 earnings, with discussions focused on improved margins versus lowered Q4 delivery guidance; the community is debating whether margin improvements outweigh concerns about future growth, and some believe the CEO's guidance is negatively impacting the stock.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabet's stock is trending amid reports that Meta may use Google's AI chips, intensifying competition with Nvidia. Community discussions highlight the potential shift in AI infrastructure and Google's growing role in the semiconductor market, with some speculating about a rotation from semis to comms. Investors are weighing the implications of this development on the broader AI landscape and individual company valuations.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is facing downward pressure amid reports of Meta considering Google's AI chips, sparking concerns about increased competition in the AI chip market. The community is debating the potential impact of Google's TPUs on NVIDIA's dominance, with some viewing it as a long-term threat while others believe NVIDIA's ecosystem and existing contracts will sustain its leadership. Broader market context includes discussions of an AI bubble and potential market rotation.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending amid reports of a growing partnership with Google on its TPU chips, positioning it as a key player in custom silicon for AI. Community discussions highlight potential revenue growth and a possible challenge to Nvidia's dominance, while analysts maintain a bullish outlook ahead of upcoming earnings. Sentiment suggests a rotation into AVGO from other semiconductor stocks as investors weigh the implications of custom chip strategies in the AI landscape.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

GOOGL is trending as enthusiasm builds around its AI capabilities, particularly Gemini, with chatter suggesting it may surpass competitors. A potential deal with Meta to utilize Google's TPUs is fueling optimism, positioning GOOGL as a strong contender in the AI landscape. Community members are discussing the possibility of GOOGL reaching new all-time highs and a $4 Trillion market cap.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is trending as investors digest mixed sentiment around earnings and a new report alleging ties to the Chinese military, creating uncertainty. Community discussion centers on the cloud division's growth, particularly AI-related revenue, and its potential to drive future value, while others express concern over profit pressures. Despite geopolitical headwinds, some bulls see Alibaba as undervalued, citing its AI capabilities and robust cloud infrastructure compared to US hyperscalers.

Kohl's Corp. engages in the operation of family-oriented department stores. Its business line includes apparel, footwear, and accessories for women, men, and children, home products, beauty products, and accessories. The stores generally carry a consistent merchandise assortment with some differences attributable to regional preferences. The company was founded in 1962 and is headquartered in Menomonee Falls, WI.

Kohl`s Corp.

Kohl's Corp

Kohl's stock is trending following a positive earnings report and raised guidance, fueling discussions of a potential short squeeze given the high short interest. Community members are analyzing technical indicators and debating whether the turnaround is sustainable, with some eyeing share buybacks and increased dividends. Overall, the conversation reflects optimism about the company's future under its new CEO.

Symbotic, Inc. is an automation technology company, which engages in a robotics and automation-based product movement technology platform. It focuses on developing, commercializing, and deploying innovative, end-to-end technology solutions for supply chain operations. It operates through the United States and Canada geographical segments. The company was founded by Richard B. Cohen on December 11, 2020 and is headquartered in Wilmington, MA.

Symbotic Inc - Ordinary Shares - Class A

Symbotic Inc 

Symbotic is trending amid discussions around earnings and future outlook, with community members weighing in on revenue and backlog. Cantor Fitzgerald and Needham updated their rating for Symbotic, while others highlight Walmart's stake in the robotics company. Some traders are looking at the stock as a shorting opportunity, while others see long-term growth potential.

Pony.ai, Inc. develops artificial intelligence-based robot designed for autonomous driving. The firm's software algorithms and infrastructure enables a vehicle to perceive its surroundings, predict what others will do, and maneuver itself accordingly. The company was founded by Jun Peng and Tian Cheng Lou in November 4, 2016 and is headquartered in Guangzhou, China.

Pony AI Inc. - ADR

Pony AI Inc

Pony AI is trending due to positive coverage from analysts, including a "Buy" rating from UBS, fueling optimism about the stock's potential. Community members are actively discussing entry points, with some anticipating a breakout above key resistance levels. The focus remains on the company's progress in the autonomous vehicle sector and its upcoming earnings report.

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Bank of America anticipates $NVDA will overcome challenges from DeepSeek and trade tensions, propelling the stock to a new all-time high 
 
Google trends on DeepSeek 👀👇

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Kyle Vallans

$NVDA ballgame, bears. Next squeeze incoming - 123 next

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Otto Dydakte

 will overcome challenges from DeepSeek and trade tensions, propelling the stock to a new all-time high 
 
Google trends on DeepSeek 👀👇

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Stocktwits

@Stocktwits when it was able to save it&#39;s own stock from falling, how  can it say #NVDA will do so.

Be Fast

Rico Bano

StockTwits For Android 

 when it was able to save it's own stock from falling, how  can it say 

Jag Gaj

@Stocktwits awesome how we all of a sudden believe news from China

Doug

Henrik August Linder

 awesome how we all of a sudden believe news from China

Bernie Webb

@Stocktwits you guys are long again I see 😂😂😂

dee ka

 you guys are long again I see 😂😂😂

@Stocktwits fuck deep seek lfggGgGggggggg

Mani

YEHONATAN GERSHON

KYJelly

@Stocktwits deep seek? Lol 🤣🤣🤣🤣 they are nothing and nobody

 deep seek? Lol 🤣🤣🤣🤣 they are nothing and nobody

💯 glxy

@Stocktwits It was an over reaction as usual.

john Mckissick

@Stocktwits BOA is clueless.   DeepSeek is a company that relases Models that NEED GPUs 
 
Only an complete moron thinks DeepSeek is something to &quot;overcome&quot;.    
 
DeepSeek is the model T and Nvdia is a tire company like Firestone.   DeepSeek is only awesome if you have good GPUS.   DeepSeek doesn&#39;t run on hopes and dreams.  
 
I can think of 100 reasons to be bearish on $NVDA.   DeepSeek is the only reason to justify $NVDA PE ratio.

SAMI K

 BOA is clueless.   DeepSeek is a company that relases Models that NEED GPUs 
 
Only an complete moron thinks DeepSeek is something to "overcome".    
 
DeepSeek is the model T and Nvdia is a tire company like Firestone.   DeepSeek is only awesome if you have good GPUS.   DeepSeek doesn't run on hopes and dreams.  
 
I can think of 100 reasons to be bearish on 

.   DeepSeek is the only reason to justify 

Sofa King

@Stocktwits that’s like asking the barber do you need a haircut?

 that’s like asking the barber do you need a haircut?