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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

Super Micro Computer (SMCI) is trending as investors bet on a massive short squeeze and fundamental rerating driven by strong earnings, a large order backlog, and aggressive revenue targets. Community sentiment is overwhelmingly bullish, with many traders framing the current price as significantly undervalued compared to industry peers and calling for a sustained run toward triple-digit targets.

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 trending due to the company's upcoming Investor Day, where shareholders are anticipating major growth updates and potential announcements regarding share buybacks and long-term financial targets. The community is actively debating the stock's valuation and potential for a breakout, with many investors pointing to bullish sentiment surrounding the company's AI-focused storage roadmap and HBF memory technology.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco Systems is seeing significant volatility as investors weigh strong earnings and raised guidance against concerns over gross margins, with the community actively debating whether the sell-off is an institutional stop-loss raid or a fundamental repricing. Many traders are viewing the pullback as a buying opportunity, citing massive AI infrastructure orders and widespread analyst price target upgrades as evidence that the company's long-term networking growth remains intact.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending as investors focus on recent manufacturing de-risking milestones and institutional accumulation ahead of the company's upcoming growth conference. The community is actively debating the path to a BLA filing and speculating on potential long-term commercial upside for the CAN-2409 platform.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is experiencing high volatility as investors weigh record-breaking revenue growth and raised forward guidance against a wider-than-expected earnings loss and ongoing concerns regarding dilution. While the community remains sharply divided, many shareholders are highlighting the company's substantial backlog and strategic acquisitions as indicators of long-term potential, despite aggressive short-selling activity and frustration over the stock's immediate price action.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

RUM is experiencing significant upward momentum as investors shift focus toward its transition into an AI-infrastructure play following the Northern Data acquisition and strong revenue guidance. The community is heavily focused on the potential for a massive short squeeze, fueled by a high short interest and anticipation that major institutional buyers will re-rate the stock as they continue to pile into the AI compute sector.

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 seeing intense social media conversation following its successful delivery and Microsoft's acceptance of the Horizon 1 AI data center, alongside achieving NVIDIA Exemplar Cloud status. Community sentiment remains focused on the company's ability to execute on its infrastructure pipeline, while traders actively debate the impact of high short interest and institutional accumulation on near-term price volatility.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

Marathon Digital Holdings is trending as investors weigh significant Bitcoin divestments against the company's evolving strategy to pivot toward AI-focused digital infrastructure. Community sentiment remains highly polarized, with intense debate centered on management's executive compensation, the timeline for securing major data center tenants, and the stock's sensitivity to both Bitcoin price volatility and potential crypto-clarity legislation.

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.

BCRX is facing significant downward pressure and intense community frustration as traders debate whether the recent decline is a manipulated short-selling event or a broader trend shift, while others remain focused on the company's long-term potential and buyout speculation.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD.com is currently facing downward pressure due to an ongoing European Union regulatory probe into its acquisition of Ceconomy, leading to concerns about heightened scrutiny for Chinese firms. Community sentiment remains polarized, with many investors expressing deep frustration over the stock's long-term stagnation and persistent underperformance compared to domestic US tech markets.

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You can believe the A.I. won’t disrupt all these SAAS companies. It’s harder to believe that productivity gains won’t equal considerable license declines.
$ADBE
$CRM
$MSFT
$WDAY

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Adobe Inc

Salesforce Inc

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Workday Inc

You can believe the A.I. won’t disrupt all these SAAS companies. It’s harder to believe that productivity gains won’t equal considerable license declines.


Troy

@TFars I see there use going up with AI

especially adobe and Microsoft

 I see there use going up with AI

especially adobe and Microsoft

Mortimer Duke

@doctorwho higher usage amongst a smaller amount of licensees is where I see things going.

 higher usage amongst a smaller amount of licensees is where I see things going.

@TFars for sure yes on workday and somewhat on salesforce. Agreed with these AI is more likely to increase per-seat revenue along with declining the number of paid seats.

Microsoft Copilot already at 15 million paid users on top of 450 million M365 seats, growing 6% YoY

Adobe products will see more seats too because the tools are finally becoming more accessible to those that can spit out prompts - think mid level managers paying vs outsourcing to design kid with pirated cs6 copy

 for sure yes on workday and somewhat on salesforce. Agreed with these AI is more likely to increase per-seat revenue along with declining the number of paid seats.

Microsoft Copilot already at 15 million paid users on top of 450 million M365 seats, growing 6% YoY

Adobe products will see more seats too because the tools are finally becoming more accessible to those that can spit out prompts - think mid level managers paying vs outsourcing to design kid with pirated cs6 copy

@doctorwho wife works at a fortune 100 and I can say less budget, less licensing, less headcount.

 wife works at a fortune 100 and I can say less budget, less licensing, less headcount.