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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 after a blowout earnings report, significantly beating revenue and EPS estimates with robust guidance for its AI-driven data center segment. The community is celebrating the strong results, fueling discussions of continued market leadership and potential new highs, though some are wary of immediate profit-taking.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

The Trade Desk is trending after its recent earnings report, which, despite beating revenue and EPS, triggered a significant sell-off due to light Q1 guidance. This has ignited intense debate among investors, with many seeing an oversold buying opportunity given solid fundamentals and buybacks, while others voice concerns over long-term competitive pressures and AI disruption.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is trending after reporting strong Q4 earnings and announcing a massive $50 billion share buyback, yet its shares dipped post-announcement, sparking community debate over AI's disruptive potential for the SaaS sector and criticisms of leadership, despite many seeing the valuation as a buying opportunity.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

SPY is trending due to widespread community discussion surrounding recent political rhetoric from a State of the Union speech, focusing on its economic claims and the resulting polarization, while also anticipating key NVIDIA earnings for broader market direction.

C3.ai, Inc. engages in the provision of enterprise artificial intelligence software for digital transformation. It delivers the C3 AI suite for developing, deploying, and operating large-scale AI, predictive analytics, and Internet of Things applications in addition to a portfolio of turn-key AI applications. It operates through the following geographical segments: North America, Europe, The Middle East, and Africa, Asia Pacific, and Rest of World. The company was founded by Thomas M. Siebel, Patricia A. House and Stephen Maurice Ward, Jr. on January 8, 2009 and is headquartered in Redwood City, CA.

C3.ai Inc - Ordinary Shares - Class A

C3.ai Inc

C3.ai ($AI) is trending following a deeply disappointing earnings report, which revealed significant revenue contraction and wider losses, fueling widespread community frustration and bearish sentiment. Discussions highlight the company's stark underperformance compared to the broader AI sector, with some optimists still eyeing 'oversold' conditions despite the negative news.

Redwire Corp. manufactures and supplies space equipment. It offers critical space solutions and reliability components for the next generation space economy with IP for solar power generation and in-space 3D printing and manufacturing. It assists its customers in solving challenges of future space missions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire is trending following its Q4 earnings report, which highlighted revenue growth and a record backlog, but the community is split between those optimistic about significant defense contracts like 'Golden Dome' and expanded production capabilities, and those concerned by the ongoing net losses and persistent share selling from a major institutional holder impacting the stock price.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is trending after reporting a strong Q4 revenue beat and securing a spot on the Missile Defense Agency's SHIELD IDIQ contract, fueling optimism for growth and a potential short squeeze, even as concerns about its high valuation, dilution, and recent short report claims persist among the community.

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 trending as shareholders react to a mixed Q4 earnings report and CEO Doug Ingram's planned retirement, fueling fervent debate over the company's valuation and ongoing regulatory challenges amidst widespread frustration regarding stock performance and hopes for pipeline catalysts and a potential acquisition.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Bozeman, MT.

Snowflake Inc

Snowflake is experiencing a significant post-earnings decline despite reporting strong growth and announcing a $200M OpenAI partnership. The community is actively debating whether this reflects market manipulation, an oversold condition, or a broader re-evaluation of software stocks amidst concerns about AI's potential to disrupt traditional data warehousing models.

Enovix Corp. engages in the design and development of silicon-anode lithium-ion batteries. The firm's proprietary 3D cell architecture increases energy density and maintains a high cycle life. It is also developing its 3D cell technology and production process for the electric vehicle and energy storage markets to help enable utilization of renewable energy. The company was founded by Mr. Harrold Jones Rust, III, Ashok Lahiri, and Murali Ramasubramanian in November 2006 and is headquartered in Fremont, CA.

Enovix Corporation

Enovix Corp

Enovix is trending after an earnings report underscored continued delays in high-volume smartphone battery qualification and revenue, prompting significant community frustration and scrutiny over management and production yields. Nevertheless, some investors remain optimistic, highlighting the company's substantial cash reserves, a newly authorized share repurchase program, recent manufacturing leadership hires, and nascent demand from smart eyewear applications as potential drivers.

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Trump’s full list of reciprocal tariffs is now live — with rates as high as 49% on some countries. How are you positioning in the market after the announcement?

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Microsoft Corp

Palantir Technologies Inc

Alphabet Inc Class A

Robinhood Markets Inc

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Klarna Group plc

Stocktwits Polls

@StocktwitsPolls 

What many here might not understand is that those reciprocal numbers will Bankrupt 1/2 of US small businesses. 

Small businesses that are the  Backbone of our economy. 

Buckle up folks.

This is WAY worse than many were anticipating.

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Jonathan

Omni

I'm just sayin'...

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What many here might not understand is that those reciprocal numbers will Bankrupt 1/2 of US small businesses. 

Small businesses that are the  Backbone of our economy. 

Buckle up folks.

This is WAY worse than many were anticipating.

BlackBerry Ltd

SoFi Technologies Inc

Atomera Inc

Critical Metals Corp.

McBROKEN

Remember KitKat

@StocktwitsPolls yoloing all in call options as soon as the market opens

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Valueholder101

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RMZ1

StockTwits Web

 yoloing all in call options as soon as the market opens

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deactivated ponzi

@StocktwitsPolls I&#39;m going to continue taking what the market gives me.   
 
This should be a good opportunity with lots of swings in prices both up and down. 
 
I imagine it will be a good market for day traders.

Jayu

Oceanavekid

Trejenzky

CCapital

J. S.

Sharpas Razor

LKGsr

 I'm going to continue taking what the market gives me.   
 
This should be a good opportunity with lots of swings in prices both up and down. 
 
I imagine it will be a good market for day traders.

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Broadcom Inc

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@StocktwitsPolls fade any move made in the first 90 minutes tomorrow

esivs

Wendel Bolide

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Rocky

 fade any move made in the first 90 minutes tomorrow

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@StocktwitsPolls trump will send this market  down 20-30%

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 trump will send this market  down 20-30%

Joehigh

@StocktwitsPolls cut the federal income tax 50% as long as tariffs are in place

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Andre

 cut the federal income tax 50% as long as tariffs are in place

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Bollinger Innovations Inc

@StocktwitsPolls obviously positioning for my favorite American stocks to stop bleeding as they have been under that Manchurian turd Biden—who robbed the country blind—and recover a healthy range so we can restore a healthy stock market and stop inflation. We should be able to heal the market and the economy decimated by the criminal Democrats

 obviously positioning for my favorite American stocks to stop bleeding as they have been under that Manchurian turd Biden—who robbed the country blind—and recover a healthy range so we can restore a healthy stock market and stop inflation. We should be able to heal the market and the economy decimated by the criminal Democrats

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Trump Media & Technology Group Corp.

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Cambium Networks Corp

@StocktwitsPolls the response from world leaders tomorrow will be aggressive and further rattle markets… Trump is a bully and if they get steamrolled on this tariff stuff then the bully will just keep steamrolling them on everything and they know it…it also benefits them to have US markets drop as that adds pressure on trump…i think other countries dig in and this gets ugly….

Astrounit

Nick

 the response from world leaders tomorrow will be aggressive and further rattle markets… Trump is a bully and if they get steamrolled on this tariff stuff then the bully will just keep steamrolling them on everything and they know it…it also benefits them to have US markets drop as that adds pressure on trump…i think other countries dig in and this gets ugly….

Cassava Sciences Inc

Surgepays Inc

Omeros Corp

Abits Group Inc.

ThePeoplesActuary

@StocktwitsPolls 

In this poll...

That 32% that is &quot;Buying The Dip&quot;...

I&#39;d be willing to bet a Large percentage of them are post-covid  &quot;traders&quot; that have never experienced a True, Structural Bear Market.

NOT what we experienced in the 2022 selloff where we only spent a whole 3 weeks  😂 under the 200ma-weekly before we bounced.

The thing about Buying The Dip is, it works riiiiight up to the point that it doesn&#39;t,  and you&#39;re washed away, like a sandcastle in front of a tsunami. 

BTW, that 200ma-weekly is still A LONG WAY DOWN pfrom here.

About SPY $470.

That&#39;s what happens when you have an AI bubble that took SPY from 500-600 on pure multiple expansion,  no real revenue/fundamental change... with rare exceptions here and there (like NVDA).

Good Luck!!!

Ravi Bellur

Novice

Michael Bozzello

 

In this poll...

That 32% that is "Buying The Dip"...

I'd be willing to bet a Large percentage of them are post-covid  "traders" that have never experienced a True, Structural Bear Market.

NOT what we experienced in the 2022 selloff where we only spent a whole 3 weeks  😂 under the 200ma-weekly before we bounced.

The thing about Buying The Dip is, it works riiiiight up to the point that it doesn't,  and you're washed away, like a sandcastle in front of a tsunami. 

BTW, that 200ma-weekly is still A LONG WAY DOWN pfrom here.

About SPY $470.

That's what happens when you have an AI bubble that took SPY from 500-600 on pure multiple expansion,  no real revenue/fundamental change... with rare exceptions here and there (like NVDA).

Good Luck!!!

@StocktwitsPolls time to break these other countries into falling in line.   The tariff chart shown is sickening.  They have been sticking it to America forever and it is time to change.

Darlin

 time to break these other countries into falling in line.   The tariff chart shown is sickening.  They have been sticking it to America forever and it is time to change.