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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 trending due to optimism surrounding its AI technology and potential partnerships, including robotaxis and quantum computing, with community members actively discussing the company's growth prospects and recent announcements around new infrastructure and AI capabilities. Some are pointing to the potential impact of upcoming meetings between Trump and Xi Jinping on NVIDIA's access to the Chinese market. While bullish sentiment is high, concerns about valuation and the sustainability of the AI boom are also present.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending due to a new joint venture with Fluidstack, backed by Google, to develop a hyperscale data center, projecting significant long-term revenue. Community discussions highlight the potential for a short squeeze given the high short interest, coupled with positive analyst ratings and the company's shift towards AI data center infrastructure. Some traders are closely watching price levels and short positions.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), Global Services (BGS), and Boeing Capital (BCC). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The Boeing Capital segment seeks to ensure that Boeing customers have the financing they need to buy and take delivery of their Boeing product and manages overall financing exposure. The company was founded by William Edward Boeing on July 15, 1916 and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending as investors anticipate the company's upcoming earnings report and monitor ongoing labor negotiations with striking workers. Community discussions revolve around potential revenue, EPS, and overall guidance, with some speculating about a possible dividend reinstatement. News of aircraft orders and production updates are also contributing to the conversation surrounding Boeing's future performance.

Centene Corp. is a healthcare enterprise, which engages in the provision of programs and services to government sponsored healthcare programs. It operates through the following segments: Medicaid, Medicare, Commercial, and Other. The Medicaid segment includes the Temporary Assistance for Needy Families program, Medicaid Expansion programs, the Aged, Blind or Disabled program, the Children's Health Insurance Program, Long-Term Services and Supports, Foster Care, Medicare-Medicaid Plans, which cover beneficiaries who are dually eligible for Medicaid and Medicare, and other state-based programs. The Medicare segment consists of Medicare Advantage, Medicare Supplement, Dual Eligible Special Needs Plans, and Medicare Prescription Drug Plans. The Commercial segment is involved in the Health Insurance Marketplace product along with individual, small group, and large group commercial health insurance products. The Other segment refers to pharmacy operations, Envolve Benefit Options’ vision and dental services, clinical healthcare, behavioral health, the TRICARE program, and corporate management companies. The company was founded in 1984 and is headquartered in St. Louis, MO.

Centene Corp.

Centene Corp. is trending due to positive earnings news and raised guidance, sparking optimism among investors after a prior period of uncertainty. The community is actively discussing analyst upgrades and potential price targets, with some bulls envisioning a return to higher price levels. However, some investors remain cautious, pointing to potential headwinds and the broader industry context.

Verizon Communications, Inc. is a holding company, which engages in the provision of communications, information, and entertainment products and services. It operates through the Consumer and Business segments. The Consumer segment provides consumer-focused wireless and wire line communications services and products. The Business segment offers wireless and wireline communications services and products, including FWA broadband, data, video and conferencing services, corporate networking solutions, security and managed network services, local and long-distance voice services, and network access to deliver various IoT services and products. The company was founded in 1983 and is headquartered in New York, NY.

Verizon Communications Inc

Verizon Communications Inc.

Verizon is trending as investors digest recent earnings and subscriber data, with community discussions focusing on whether the company is undervalued and if its dividend yield makes it a compelling investment. Some are concerned about customer growth compared to competitors and the impact of a potential CEO change, while others see the stock as a cycle trade with opportunities in options and dividends.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is trending following news of a significant investment from Nvidia to advance AI and 6G technologies, sparking excitement about potential growth. Community members are discussing the long-term implications of the partnership and comparing Nokia's potential to other tech companies. This collaboration aims to boost connectivity and efficiency, potentially redefining Nokia's role in the telecom space.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir ($PLTR) is trending as investors discuss its potential following a partnership announcement with Nvidia, which the community views as a major endorsement. Bullish sentiment highlights Palantir's AI capabilities and potential for long-term growth, while bears cite valuation concerns and the stock's rapid price appreciation. Anticipation is building ahead of upcoming earnings, with some expecting positive results to propel the stock higher.

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 ($FI) is trending due to a mix of reactions to earnings and new stablecoin initiatives. While some view the stock as oversold and poised for a rebound, others are concerned about lowered guidance and competitive pressures, particularly concerning the Clover platform. The community is actively discussing the implications of Fiserv's new FIUSD stablecoin and its partnerships with Mastercard and PayPal.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending as investors discuss its potential earnings beat driven by soaring Azure demand and its key role in the AI revolution through its OpenAI partnership. Community chatter highlights Microsoft's steady growth, its upcoming earnings, and potential benefits from AI and cloud services, while also mentioning competition from smaller AI-focused companies. Discussions also involve wider market dynamics, with focus on potential interest rate cuts and upcoming economic data releases.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy Corp

Bloom Energy ($BE) is trending due to a major $5 billion partnership with Brookfield to power AI data centers, driving significant investor optimism. The community is buzzing about the potential for substantial revenue growth and a possible short squeeze, though some express concerns about high valuation multiples and profitability. Overall, the stock's surge reflects the increasing demand for clean and reliable on-site power solutions in the rapidly expanding AI sector.

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$ENPH Q3 &#39;25 Earnings Results &amp; Recap

Enphase Energy reported Q3 revenue of $410.4 million and EPS of $0.90, beating estimates, but anticipates Q4 revenue between $310 to $350 million and a larger than normal seasonal decline in Q1 &#39;26 with revenue of $250 million.

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Enphase Energy Inc

Enphase Energy is trending due to discussions around recent earnings, forward guidance, and overall valuation, with community members debating whether the stock is oversold or a gift at current prices. The company's growth potential in the clean energy sector, particularly with new product launches, is also a key talking point, alongside concerns about macro headwinds and potential impacts from changes in solar incentives. Community members are actively weighing whether to buy the dip, await further price declines, or consider activist investor scenarios.

 Q3 '25 Earnings Results & Recap

Enphase Energy reported Q3 revenue of $410.4 million and EPS of $0.90, beating estimates, but anticipates Q4 revenue between $310 to $350 million and a larger than normal seasonal decline in Q1 '26 with revenue of $250 million.

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Stocktwits Earnings

$ENPH  &quot;Q3 revenue was $410.4 million, the highest in two years, with record battery shipments and strong gross margin of 49%.&quot; -&gt; -8.6%. Fuck me.

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John Morales

Manuel Baeza Sanz

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Enphase Energy is trending due to disappointing Q4 guidance despite a strong Q3 earnings beat, sparking concerns about future growth and profitability. Community discussions revolve around price target cuts, potential undervaluation given current revenue, and the impact of broader economic headwinds on the solar sector. Some investors are expressing frustration with the company's management and guidance strategy.

  "Q3 revenue was $410.4 million, the highest in two years, with record battery shipments and strong gross margin of 49%." -> -8.6%. Fuck me.