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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 the top trending stock as investors fiercely debate whether its upcoming earnings will validate the immense AI sector enthusiasm or trigger a 'sell the news' event, with many believing its performance will heavily influence the broader market's short-term direction.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is trending following its recent earnings, which showed a revenue decline but emphasized a strategic pivot to high-power AI data centers with new GaN and SiC solutions. The community is actively discussing the technology's critical role in addressing AI's escalating energy demands, with significant anticipation for definitive, revenue-generating contracts from hyperscalers like NVIDIA.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle (CRCL) is experiencing a significant surge following a strong Q4 earnings report that exceeded expectations and showcased robust USDC adoption, fueling widespread discussion of a short squeeze and its long-term potential as a core financial infrastructure as stablecoin regulatory clarity is anticipated. However, a divided community also highlights concerns regarding its valuation and sustainability amid the rapid climb.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending amid a significant stock price decline, fueling community debate over broader software sector weakness and perceived threats from AI, contrasted by conviction from investors who highlight strong fundamentals, strategic AI pivots, and upcoming earnings as catalysts for a major rebound and short squeeze.

Larimar Therapeutics, Inc. Is a clinical-stage biopharmaceutical company, which engages in the research, development, and commercialization of novel therapeutics mitochondrial disorders and Friedreich's ataxia. The company was founded in 2005 and is headquartered in Bala Cynwyd, PA.

Larimar Therapeutics Inc

Larimar Therapeutics is trending after its experimental Friedreich's ataxia treatment received FDA Breakthrough Therapy designation, with the agency open to accelerated approval using a novel biomarker. The community is buzzing with high price targets and buyout speculation, navigating discussions around potential future dilution and the drug's safety profile.

Fiserv, Inc. engages in the provision of financial services technology. It operates through the Merchant and Financial segments. The Merchant segment offers commerce-enabling products and services including merchant acquiring and digital commerce and mobile payment services, and security and fraud protection, stored-value, and pay-by-bank solutions to companies of all sizes. The Financial segment provides products and services such as processing of customer loan and deposit accounts, digital payments, and card transactions to financial institutions and corporate and public sector clients. The company was founded by Leslie M. Muma and George D. Dalton on July 31, 1984 and is headquartered in Milwaukee, WI.

Fiserv, Inc.

Fiserv is a hot topic following activist investor Jana Partners' reported stake and mixed Q4 earnings, with community sentiment sharply divided between those who see a "massively undervalued" fintech leader on the cusp of a turnaround and skeptics concerned about sector headwinds and debt. Discussions also center on aggressive call buying and ongoing insider accumulation as signs of potential future upside for the stock.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

A robust earnings report, featuring beats on revenue and earnings per share, alongside strong same-store sales and ambitious plans for new restaurant openings, is driving significant bullish sentiment for CAVA; the community is actively debating its potential for a short squeeze and sustained growth versus its high valuation compared to peers.

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 actively discussed following its report of robust revenue growth and record contract value, alongside expanding AI-driven partnerships in precision oncology. Despite mixed views on its path to profitability and valuation, high short interest and notable investor accumulation are fueling speculation of a potential short squeeze.

Oddity Tech Ltd. engages in the online retail sale of cosmetics and beauty products. Its products include lipsticks, makeup brushes, mascara, eyelash curlers, and makeup brush cleansers. The company was founded by Oran Holtzman and Shiran Holtzman-Erel on March 23, 2013 and is headquartered in Tel Aviv, Israel.

ODDITY Tech Ltd. - Ordinary Shares - Class A

ODDITY Tech is seeing a surge in conversation following its announcement of a $150 million share buyback program and raised Q2 guidance, which is fueling investor hopes for a short squeeze and a rebound from prior declines linked to an unexpected marketing glitch.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckin Coffee is trending amidst robust growth, exemplified by its 30,000+ stores and over 40 million Spring Festival customers, coupled with the end of aggressive pricing from competitors signaling potential margin expansion. The community is actively discussing its significantly undervalued position compared to peers, with strong anticipation for upcoming earnings and hopes for a major exchange relisting to unlock its substantial long-term potential.

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$SMCI Q2 &#39;25 Earnings Results &amp; Recap 
 
Super Micro Computer Inc. (SMCI) reported Q2 &#39;25 EPS of $0.58-$0.60, slightly below the estimate of $0.61, and revenue of $5.6B-$5.7B, missing analyst estimates of $5.77B. The company lowered its fiscal year 2025 revenue guidance, but maintains a positive outlook for calendar year 2025.

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$SMCI earnings recap 👇 Make sure to follow @StocktwitsEarnings for the latest recaps

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Super Micro Computer Inc

 Q2 '25 Earnings Results & Recap 
 
Super Micro Computer Inc. (SMCI) reported Q2 '25 EPS of $0.58-$0.60, slightly below the estimate of $0.61, and revenue of $5.6B-$5.7B, missing analyst estimates of $5.77B. The company lowered its fiscal year 2025 revenue guidance, but maintains a positive outlook for calendar year 2025.

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First Solar Inc

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Everus Construction Group

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Gold.com Inc.

Stocktwits Earnings

@StocktwitsEarnings Anyone who see&#39;s the market cap versus  revenue and is still bearish isn&#39;t the sharpest tool in the shed.

Charlie Burdan IV

InvestorX

Money ManNow

Dopamean

Harold Dong

Lilly

Maximus

Jeremiah

Tom Wong

 Anyone who see's the market cap versus  revenue and is still bearish isn't the sharpest tool in the shed.

Lilly(Eli) & Co

Novo Nordisk A/S

Trump Media & Technology Group Corp.

Galectin Therapeutics Inc

Biomea Fusion Inc

Candel Therapeutics Inc

Monte Rosa Therapeutics Inc

oldmanrizzer

@StocktwitsEarnings lol the reduction in cash cause they paid down debt cause they gonna have any explosion of orders coming

Be Do Have

Meta invest

Amarante Scott

Brian Dangren

 lol the reduction in cash cause they paid down debt cause they gonna have any explosion of orders coming

Amazon.com Inc

Advanced Micro Devices Inc

ProShares UltraPro Short QQQ

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Zcash

Jonathan Hassell

@StocktwitsEarnings No mention of $40 Billion in guidance for FY 2026?

logss

adam

Kusal Matthew (Koos)

Tom O

Hasbu Lala

Summy!

Thomas Siebert

 No mention of $40 Billion in guidance for FY 2026?

Palantir Technologies Inc

SoFi Technologies Inc

LoanDepot Inc - Ordinary Shares - Class A

DraftKings Inc

Applied Digital Corporation

CoreWeave Inc

@StocktwitsEarnings that recap misses estimates for 2026 as bullish sign

 that recap misses estimates for 2026 as bullish sign

iRobot Corp

Amber International Holding Ltd. - ADR

Wave Life Sciences Ltd

Aditxt Inc

Ondas Inc

Janux Therapeutics Inc

Brand Engagement Network Inc

Jyong Biotech Ltd.

zhygis nesvarbu

@StocktwitsEarnings wow, you&#39;re off by a magnitude of 10. How does 560 MILLION to 570 M exceed the estimate of 5.77 BILLION?

Gabriel

EASY_STREET

 wow, you're off by a magnitude of 10. How does 560 MILLION to 570 M exceed the estimate of 5.77 BILLION?

Netlist Inc

ImmunityBio Inc

Duos Technologies Group Inc

NextNRG Inc.

Cytek BioSciences Inc

Grasshopper

@Phoenix2023 thank you for letting us know, we have adjusted the revenue figures mentioned in this post to reflect the company&#39;s filing.

 thank you for letting us know, we have adjusted the revenue figures mentioned in this post to reflect the company's filing.

@StocktwitsEarnings I love all the improvements you&#39;ve made to the site over the years. The polls, the earnings summaries, the ability to post price targets, and bullish/bearish filters, you guys are killing it

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 I love all the improvements you've made to the site over the years. The polls, the earnings summaries, the ability to post price targets, and bullish/bearish filters, you guys are killing it

Salesforce Inc

Meta Platforms Inc

PayPal Holdings Inc

Rubrik Inc. - Class A

Logan Davison

Hycroft Mining Holding Corp

SoundHound AI Inc

MoonLake Immunotherapeutics

Nebius Group N.V. 

Mark Jones

@StocktwitsEarnings we need to look beyond and look at the 2026 numbers, &quot;40B is a very conservative estimate&quot; according to Charles. We are here for long not only for 2025.

Brandonsbain

 we need to look beyond and look at the 2026 numbers, "40B is a very conservative estimate" according to Charles. We are here for long not only for 2025.

Chad Chen

@StocktwitsEarnings Make sure that you still have where to live , on the street.

 Make sure that you still have where to live , on the street.

Wimi Hologram Cloud Inc - ADR

Reviva Pharmaceuticals Holdings Inc.

Red Cat Holdings Inc

Quantum-Si Incorporated - Ordinary Shares - Class A

Highland Copper Company

ZenaTech Inc.

TNL Mediagene

@StocktwitsEarnings do we see the Feb 25 release as sell the news then? Earning is not good actually. Charts look very bullish though.

StockTwits for iOS

 do we see the Feb 25 release as sell the news then? Earning is not good actually. Charts look very bullish though.