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Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells Investor Day outlook is driving attention, with management laying out a substantially larger long-term revenue opportunity tied to AI data-center demand, custom silicon, optics and switching. Many traders welcomed the growth projections, while others questioned the stocks valuation and warned of a pullback after its sharp run-up.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Speculation around reports of a possible plague outbreak in Russia drove NVAXs sharp rally, with traders debating government-contract hopes and a potential short squeeze despite Novavax having no plague vaccine and the reports remaining uncertain. The conversation has shifted to a steep pullback, with some calling it profit-taking after a hype-driven move and others arguing the companys vaccine partnerships and Matrix-M platform offer longer-term support.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists patent-license and settlement agreement with Micron, which resolves their pending legal disputes and establishes recurring payments over a multi-year term, is driving attention. Many traders view it as a major validation of Netlists IP and a step toward further deals, while others question the terms and point to profit-taking; anticipated agreements with SK Hynix or Google remain speculative.

Vistra Corp. is a holding company, which engages in the provision of electricity and power generation. It operates through the following segments: Retail, Texas, East, West, and Asset Closure. The Retail segment includes sale of electricity and natural gas to residential, commercial, and industrial customers. The Texas and East segments are involved in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The West segment represents the company's electricity generation operations in CAISO. The Asset Closure segment refers to the decommissioning and reclamation of retired plants and mines. The company was founded in 1882 and is headquartered in Irving, TX.

Vistra Corp

The DOEs conditional $4.2 billion loan commitment to upgrade Vistras nuclear plants is driving attention, with traders linking the added capacity to rising AI and data-center power demand. The reaction is largely bullish, though some question the debt burden and point to the stocks volatile price action.

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. 

Nebiuss acquisition of Inferize, intended to improve AI inference efficiency and GPU utilization, is a key catalyst in the discussion. Traders are broadly upbeat about the strategic fit, but debate continues over whether the shares can sustain their momentum amid volatile trading and repeated resistance.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digitals Finland expansionaccess to up to 1 GW of potential power for its first international AI data-center campus, with hyperscaler discussions underwayis the dominant catalyst. Traders are mostly enthusiastic about the growth opportunity, while some note that the site is forward-looking and unleased, and debate whether the coming earnings report can overcome the stocks recent weakness.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcoms rebound is drawing attention as traders cheer renewed momentum in AI and semiconductor shares, with many framing the move as a breakout after a prolonged period of lagging peers. The community remains divided over the Anthropic financing relationship: bulls see it supporting future AI-chip demand, while skeptics worry about customer concentration and credit exposure.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMDs rally is drawing attention after CEO Lisa Su said AI chip demand exceeds supply and the company plans to expand capacity, alongside analyst upgrades citing the potential for AI agents to lift CPU demand. Traders are largely celebrating the breakout, while skeptics question the valuation and warn that the sharp swings could reverse.

Constellation Energy Corp. engages in the generation, supply, and marketing of clean electricity, and renewable energy products and solutions. The firm also offers wholesale energy, retail products and services. It operates under the following geographical segments: Mid-Atlantic, Midwest, New York, Electric Reliability Council of Texas (ERCOT), and Other Power Regions Segment. The company was founded in 1960 and is headquartered in Baltimore, MD.

Constellation Energy Corporation

A long-term Google nuclear-power collaboration is driving CEG attention, supporting 890 MW of new capacity and a separate 2,700 MW supply agreement. Traders largely see it as validation of nuclear powers role in meeting AI and data-center electricity demand, while some are taking profits and questioning the investment returns.

CRISPR Therapeutics AG is a gene editing company, which engages in the development of transformative gene-based medicines for serious diseases using its proprietary CRISPR/Cas9 platform. Its CRISPR/Cas9 platform is a gene editing technology that allows for precise, directed changes to genomic DNA. The firm offers a portfolio of therapeutic programs across a broad range of disease areas including hemoglobinopathies, oncology, regenerative medicine, and rare diseases. The company was founded by Rodger Novak, Emmanuelle Charpentier, Shaun Patrick Foy, Matthew Porteus, Daniel Anderson, Chad Cowan, and Craig Mellow on October 31, 2013 and is headquartered in Zug, Switzerland.

CRISPR Therapeutics AG

CRSP is drawing attention amid a selloff in gene-editing stocks after Anthropic described finding a CRISPR-like enzyme system, prompting speculation about future competition. Traders are divided on its significance: some see it as a potential threat, while others note that the systems function is unproven and argue it poses no near-term challenge to CRSP.

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$QS Earnings probably won’t be amazing, but the guidance should be better than it has been. I think this drops after earnings, still. Holding my puts through earnings. Might get a 200% gain on this. 

Bulls, im not your enemy. If I’m wrong and you bank I’ll be happy for you, still. Cheers. Let’s make money.

Kevin Archie

TangibleOne

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QuantumScape Corp

 Earnings probably won’t be amazing, but the guidance should be better than it has been. I think this drops after earnings, still. Holding my puts through earnings. Might get a 200% gain on this. 

Bulls, im not your enemy. If I’m wrong and you bank I’ll be happy for you, still. Cheers. Let’s make money.

Chach McClean

@TimeTaEat any Bull who is buying this for earnings is not a real bull here. Earnings aren&#39;t going to matter for this stock until 2027 - 2030 right now this is just a hype trade and will take 2+ years to fully play out to see profitable earnings

PHOON HENG KAI

LEAPSter

Chris

StockTwits Web

 any Bull who is buying this for earnings is not a real bull here. Earnings aren't going to matter for this stock until 2027 - 2030 right now this is just a hype trade and will take 2+ years to fully play out to see profitable earnings