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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

Investors are closely watching the GTC 2026 keynote as CEO Jensen Huang highlights a massive long-term outlook for AI infrastructure, with revenue projections reaching at least $1 trillion by 2027. Despite the bullish infrastructure narrative and active product launches, the community remains divided and highly frustrated by erratic price swings, which many traders blame on aggressive algorithmic manipulation and retail option trapping.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is trending as the community debates the implications of its newly announced Xeon 6 processors powering NVIDIA's DGX Rubin systems, sparking intense discussions about whether this signals a pivotal ecosystem partnership or if the stock is trapped in a volatile pump-and-dump cycle. While some traders are bullish on the company's long-term integration into AI infrastructure, others remain skeptical, pointing to the stock's tendency to fade gains and persistent technical pressure from short-sellers.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

Biocryst Pharmaceuticals is gaining market attention as investors weigh the recent Astria Therapeutics acquisition against high short interest and upcoming clinical data presentations at the AAAAI meeting. The community is actively debating the company's path to profitability and whether the pipeline progress, particularly regarding navenibart, will finally catalyze a significant breakout in share price.

CytomX Therapeutics, Inc. is a clinical-stage, oncology-focused biopharmaceutical company, which engages in the development of conditionally activated, biologics localized to the tumor microenvironment. The company was founded by Frederick W. Gluck and Nancy E. Stagliano in September 2010 and is headquartered in South San Francisco, CA.

CytomX Therapeutics Inc

CytomX Therapeutics is trending following positive Phase 1 expansion data for its EpCAM-targeted ADC, Varsetatug Masetecan, in metastatic colorectal cancer, which spurred significant volume and bullish sentiment regarding its clinical pathway. The community is actively debating the stock's potential for a major buyout or partnership, weighing these promising clinical results against concerns over dilution and standard biotechnology sector volatility.

Ripple is the catchall name for the cryptocurrency platform, the transactional protocol for which is actually XRP, in the same fashion as Ethereum is the name for the platform that facilitates trades in Ether. Like other cryptocurrencies, Ripple is built atop the idea of a distributed ledger network which requires various parties to participate in validating transactions, rather than any singular centralized authority. That facilitates transactions all over the world, and transfer fees are far cheaper than the likes of bitcoin. Unlike other cryptocurrencies, XRP transfers are effectively immediate, requiring no typical confirmation time.  Ripple was originally founded by a single company, Ripple Labs, and continues to be backed by it, rather than the larger network of developers that continue bitcoin’s development. It also doesn’t have a fluctuating amount of its currency in existence. Where bitcoin has a continually growing pool with an eventual maximum, and Ethereum theoretically has no limit, Ripple was created with all of its 100 billion XRP tokens right out of the gate. That number is maintained with no mining and most of the tokens are owned and held by Ripple Labs itself — around 60 billion at the latest count.  Even at the recently reduced value of around half a dollar per XRP, that means Ripple Labs is currently sitting on around $20 billion worth of the cryptocurrency (note: Ripple’s price crashed hard recently, and may be worth far less than $60 billion by time you read this). It holds 55 billion XRP in an escrow account, which allows it to sell up to a billion per month if it so chooses in order to fund new projects and acquisitions. Selling such an amount would likely have a drastic effect on the cryptocurrency’s value, and isn’t something Ripple Labs plans to do anytime soon.  In actuality, Ripple Labs is looking to leverage the technology behind XRP to allow for faster banking transactions around the world. While Bitcoin and other cryptocurrencies are built on the idea of separating financial transactions from the financial organizations of traditional currencies, Ripple is almost the opposite in every sense.  XRP by Ripple price can be found on this page alongside the market capitalization and additional stats.

Ripple

XRP is currently capturing attention as traders debate the potential impact of the proposed CLARITY Act and its role in fostering institutional adoption despite ongoing price volatility. While some community members remain deeply skeptical of market manipulation and the project's long-term utility, others view current price movements as an accumulation opportunity driven by growing international integration and anticipation of future regulatory milestones.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is trending as traders position themselves ahead of upcoming quarterly earnings and the industry-wide NVIDIA GTC conference, with analysts issuing bullish price target hikes citing robust AI-driven memory demand. While some in the community highlight supply chain tightness and positive institutional flow, others are debating potential volatility and price fatigue following a significant year-long rally.

Better Home & Finance Holding Co. engages in the provision of comprehensive homeownership services. It offers mortgage loans, real estate agent services, and title and homeowner's insurance services. The company was founded in 2014 and is headquartered in New York, NY.

Better Home & Finance Holding Co. - Ordinary Shares - Class A

Better Home & Finance Holding Co.

Better Home & Finance is currently experiencing significant downward volatility and high trading volume as investors react to the unwinding of previous speculative momentum and broader concerns across the mortgage sector. While the community remains deeply divided, active discussions are focused on the company's long-term potential for AI-driven mortgage origination via its Tinman platform, with some investors accumulating positions at lower price points in anticipation of future partnership announcements and institutional scaling.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is seeing intense volatility and aggressive buying pressure as investors weigh structural NAND flash memory shortages against broader sector concerns and market-wide momentum. The community remains deeply divided, with bulls pointing to long-term AI-driven demand and institutional backing, while bears emphasize technical overextension and potential distribution patterns.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is surging after securing a massive five-year, $27 billion AI infrastructure deal with Meta, a move that reinforces its position as a top-tier provider for high-performance computing. Community sentiment is overwhelmingly bullish, with investors viewing the partnership and recent strategic backing from NVIDIA as proof that the company is effectively capturing long-term hyperscaler demand.

Semtech Corp. engages in the manufacture and supply of analog and mixed signal semiconductor products for high-end consumer, enterprise computing, communications, and industrial equipment. The firm operates through the following business segments: Protection, Signal Integrity, and Wireless & Sensing. It offers signal integrity, protection, wireless and sensing, and power and high-reliability products. The company was founded in 1960 and is headquartered in Camarillo, CA.

Semtech Corp.

Semtech is facing intense volatility as traders debate whether the recent sharp pullback is an overreaction or a fundamental shift, with community sentiment split between short-term short-sellers and those accumulating shares on the dip. The stock remains a major talking point as investors track institutional positioning, potential short-squeeze setups, and the company's broader exposure to AI-driven data center infrastructure.

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 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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$SPX $SPY $IWM $QQQ &quot;#AAII Individual Investor Sentiment and the Large Cap Reflation Rally&quot;: The Bull-Bear spread is now 20.8%.  Not an extreme, but Bullishness peaked last week at 51.4% (the highest level since the March low) and is down to 44.9% as of last night&#39;s poll closing.   
 
Of course, Bearishness peaked just two days off the mid-March low, very close to that low.  Investors get scared at exactly the wrong times.  Bullishness was below 20% then.  The last time Bullishness reached even close to the high of last week was 11-10-21 at a reading of 48.0%, very close to when the small caps $IWM peaked on 11-08-21.  SP500 Index peaked two mo. later on 1-04-22.  Investor sentiment is clearly stretched in the Bullish direction at the moment. 
 
SPX is only down 4.76% from its ATH.  $ZM #Zoom, a leader in the prior bubble, is -87.5% today from its ATH. The current reflation of the stock market has been on the shoulders of large cap stocks, particularly large tech stocks.

Alex Smith

$SPX $IWM $SPY $QQQ When nearly everyone who is going to buy has bought and is also Bullish, the market tends to at least correct.  The sentiment spread was not at an extreme last week, but Bullishness was.

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David Durand

S&P 500 Index

iShares Russell 2000 ETF

Zoom Video Communications, Inc.

 Individual Investor Sentiment and the Large Cap Reflation Rally": The Bull-Bear spread is now 20.8%.  Not an extreme, but Bullishness peaked last week at 51.4% (the highest level since the March low) and is down to 44.9% as of last night's poll closing.   
 
Of course, Bearishness peaked just two days off the mid-March low, very close to that low.  Investors get scared at exactly the wrong times.  Bullishness was below 20% then.  The last time Bullishness reached even close to the high of last week was 11-10-21 at a reading of 48.0%, very close to when the small caps 

 peaked on 11-08-21.  SP500 Index peaked two mo. later on 1-04-22.  Investor sentiment is clearly stretched in the Bullish direction at the moment. 
 
SPX is only down 4.76% from its ATH.  

, a leader in the prior bubble, is -87.5% today from its ATH. The current reflation of the stock market has been on the shoulders of large cap stocks, particularly large tech stocks.