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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 ($NVTS) is trending as investors discuss potential catalysts, including news of partnerships and its role in AI data centers. Community members are actively speculating about a possible short squeeze due to high short interest, while others are analyzing recent insider selling and its impact on the stock's future performance. The stock's connection to Nvidia ($NVDA) and its potential for high growth in the power semiconductor market are also key talking points.

AMC Robotics Corp. engages in developing and deploying AI-enabled robotics and smart security solutions, especially for warehouse automation, enterprise security, robotics patrol/incident-response and logistics automation. The company is headquartered in New York, NY.

AMC Robotics Corp.

AMCI is trending due to its low float and AI/robotics association, leading to discussions about potential for fast gains. Community chatter highlights momentum trading strategies, cautioning against relying on fundamentals given the stock's meme-like behavior. Some traders are drawing comparisons to previous high-flying low floaters, while others discuss short squeeze potential.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is trending as the company begins testing driverless robotaxis in Austin, spurring optimism about future revenue streams. The community is discussing the potential for Tesla's AI and full self-driving technology to revolutionize personal transportation and logistics, while some express skepticism about valuation. Bullish sentiment prevails, with some traders anticipating a continued rally towards $500, while others believe the stock is overvalued and due for a correction.

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 trending as investors grapple with a recent price decline, despite the company's exposure to power, GPUs and AI. Community discussion revolves around whether this dip presents a buying opportunity, with some citing the company's long-term potential in data centers amid the growing AI infrastructure demand, while others point to concerns about cash flow and market volatility. Some traders are closely watching Bitcoin's movements as a potential indicator for IREN's short-term price action.

Radiopharm Theranostics Ltd. operates as a pre-clinical and clinical research company. It focuses on the development of radiopharmaceutical products for diagnostic and therapeutic uses in areas of high unmet medical need. The company is founded by Paul A. Hopper in 2021 headquartered Carlton, Australia.

Radiopharm Theranostics Ltd - ADR

RADX is trending due to positive interim data from its RAD 101 brain metastases imaging agent trial, sparking significant volatility and a surge in trading volume. The community is actively discussing potential short squeezes, buyout possibilities, and the impact of an upcoming webinar, while also weighing concerns about potential dilution after a large price swing. Bullish sentiment centers on the company's strong cash position through 2026 and the potential for further gains, while bears cite concerns about overvaluation and promotional activity.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending as excitement builds around its advancements in AI and autonomous driving technology, highlighted at its recent AI & Autonomy Day, with community members pointing to the potential for Rivian to emerge as a strong competitor against Tesla. Bullish sentiment is fueled by Needham's price target increase and discussion of Rivian's innovative AI chip. Some analysts are suggesting Rivian could become a leading EV player in North America, driving investor interest.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

SMCI is trending as investors debate its valuation relative to high revenue growth and its role in the AI infrastructure buildout. Community discussions center around potential short squeezes, the impact of management's communication, and comparisons to sector peers like NVDA and AVGO. Some express frustration with the stock's performance, while others maintain a bullish outlook based on long-term AI demand.

Roku, Inc. engages in the provision of a streaming platform for television. It operates through the Platform and Devices segments. The Platform segment includes digital advertising and related services including the demand-side platform and content distribution services such as subscription and transaction revenue shares, media and entertainment promotional spending, the sale of premium subscriptions, and the sale of branded channel buttons on remote controls. The Devices segment is involved in the sale of streaming players, audio products, smart home products, and accessories that are sold through retailers and distributors, as well as directly to customers through the company’s website. The company was founded by Anthony J. Wood in October 2002 and is headquartered in San Jose, CA.

Roku Inc - Ordinary Shares - Class A

Roku Inc

Roku is trending following a Morgan Stanley upgrade and increased price target, fueling community optimism about connected TV advertising growth.  Traders are actively discussing potential entry points, resistance levels, and the possibility of a breakout, while some temper expectations given past performance. Upgrades from JP Morgan, Wedbush, and Jefferies have further bolstered bullish sentiment.

Pentair plc engages in the provision of water solutions for residential, commercial, industrial, infrastructure, and agricultural applications. It operates through the following segments: Flow, Water Solutions, and Pool. The Flow segment designs, manufactures, and sells various fluid treatment and pump products and systems, including pressure vessels, gas recovery solutions, membrane bioreactors, wastewater reuse systems and advanced membrane filtration, separation systems, water disposal pumps, water supply pumps, fluid transfer pumps, turbine pumps, solid handling pumps, and agricultural spray nozzles, while serving the global residential, commercial, and industrial markets. The Water Solutions segment covers commercial and residential water treatment products and systems, including pressure tanks, control valves, activated carbon products, commercial ice machines, conventional filtration products, and point-of-entry and point-of-use water treatment systems. The Pool segment refers to a line of energy-efficient residential and commercial pool equipment and accessories, including pumps, filters, heaters, lights, automatic controls, automatic cleaners, maintenance equipment, and pool accessories. The company was founded by Murray J. Harpole, Vern Stone, Vincent Follmer, Leroy Nelson, and Gary Ostrand on August 31, 1966 and is headquartered in London, the United Kingdom.

Pentair plc

Pentair ($PNR) is trending as analysts update ratings and price targets, with community members discussing potential impacts from senator Mullin's reported stock purchase. Recent reports suggest a possible sale of part of the industrial arm and the closing of the Manitowoc Ice acquisition. Investors are also following Q3 earnings estimates and guidance.

Nektar Therapeutics is a biotechnology company, which engages in the discovery and development of novel therapies which selectively modulate the immune system to treat autoimmune disorders. It also focuses on immunology and unparalleled expertise in polymer chemistry to create one-of-a-kind, highly-selective medicines with optimal therapeutic benefit. The company was founded in 1990 and is headquartered in San Francisco, CA.

Nektar Therapeutics

Nektar Therapeutics is trending due to anticipation surrounding topline results from its Phase 2b REZOLVE-AA clinical trial for alopecia areata, expected soon, as well as an upcoming conference call to discuss the data. Community discussions revolve around speculation on data quality and potential market impact, with some investors expressing long-term confidence while awaiting resolution of a legal dispute with Eli Lilly. The stock's recent movements and potential catalysts have sparked debate about its valuation and future prospects in the autoimmune treatment space.

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With $SMCI filing its 10-K, are institutional investors likely to flood in, causing a significant price surge, or will the initial momentum fade?

Hasbu Lala

Pronouns:Not/Financial/Advisor

Scott Arnold

Frank Roberts

Stocktwits

 filing its 10-K, are institutional investors likely to flood in, causing a significant price surge, or will the initial momentum fade?

Stocktwits Polls

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@StocktwitsPolls after an initial surge, this will get added back to the Nasdaq 100, and then institutions will definitely flood in.

BUY N HOLD IS DEAD

adam

viperfour

Ha Le

 after an initial surge, this will get added back to the Nasdaq 100, and then institutions will definitely flood in.

David

JohnDoe

Big Boss

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Leah

@StocktwitsPolls short seller campaigns on chat boards with no supporting information tell me being long is the right choice.

Chrissytina

 short seller campaigns on chat boards with no supporting information tell me being long is the right choice.

flamingojack

@StocktwitsPolls these kind of surveys are utterly useless... u know most bulls are greedy and will always choose the option that agrees with their overly exuberant narrative...pls stop wasting ppls time

Symboltrader1

Summy!

 these kind of surveys are utterly useless... u know most bulls are greedy and will always choose the option that agrees with their overly exuberant narrative...pls stop wasting ppls time

Rick

@StocktwitsPolls they’ve already been flooding in..

$SMCI AND THEY’re dropping the knife on retail, “buy the dip” they said, “we are fine with 10K filled” they said 🤣🤣🤣🤣🏃💨

Mr GuPo

Samfar

@StocktwitsPolls It is over.  Back to selling.

Jane

@StocktwitsPolls lol.. well I think we see what the answer is here.

 lol.. well I think we see what the answer is here.