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Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is trending due to recent service outages affecting its 365 suite and ongoing debate surrounding its AI strategy and investment in OpenAI, amplified by Elon Musk's lawsuit. While some investors see current price levels as an opportune moment to buy a fundamentally strong company, others point to broader mega-cap tech weakness and competitive pressures as key drivers of the decline ahead of its earnings report.

PAVmed, Inc. is a multi-product life sciences company, which engages in the innovation, development, acquisition, and commercialization of products that target unmet medical needs with large addressable market opportunities. Its products include Lucid Diagnostics and Veris Health. The company was founded by Lishan Aklog and Brian J. deGuzman on June 26, 2014 and is headquartered in New York, NY.

PAVmed Inc

PAVmed (PAVM) is trending due to news that its subsidiary, Lucid Diagnostics, secured a contract with the U.S. Department of Veterans Affairs for its EsoGuard Esophageal DNA Test, expanding access across the VA healthcare system. This has ignited intense market activity and debate, with some investors anticipating significant further upside given the contract's potential and the company's low share float, while others express caution regarding extreme price volatility and the potential for future share offerings.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers Health Inc. is experiencing a notable sell-off, generating intense community discussion over its future. While many express strong bearish sentiment citing competition in the GLP-1 market and perceived threats from Amazon, others view the downturn as an oversold buying opportunity, emphasizing the company's expanding personalized healthcare platform and vertical integration.

Innodata, Inc. is a data engineering company, which engages in providing artificial intelligence software platforms and management of its services. It operates through the following business segments: Digital Data Solutions (DDS), Synodex, and Agility. The DDS segment combines deep neural networks and human expertise in multiple domains to make unstructured information useable. The Synodex segment enables clients in the insurance and healthcare sectors to transform medical records into useable digital data and to apply technologies to the digital data to augment decision support. The Agility segment provides tools and related professional services that enable public relations and communications professionals to discover influencers, amplify messages, monitor coverage, and measure the impact of campaigns. The company was founded by Todd H. Solomon in 1988 and is headquartered in Ridgefield Park, NJ.

Innodata Inc

Innodata Inc. is trending following its selection for the U.S. Missile Defense Agency's SHIELD contract, a significant validation of its capabilities in defense AI that positions it for substantial 'Golden Dome' task orders. The community is actively discussing the company's expanding footprint into sovereign AI initiatives, particularly in the Middle East, with many viewing recent price dips as strategic buying opportunities. This perceived shift toward high-value government and international AI contracts is fueling anticipation for a significant re-rating of INOD's valuation.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is experiencing significant volatility amid intense community debate, driven by reports of potential lawsuits from bondholders concerning the financing of its large-scale AI infrastructure projects and substantial debt. While some investors view the recent price action as a major buying opportunity given Oracle's strategic position in cloud and AI, others are wary of the financial liabilities and the long-term impact on the company. The ongoing speculation regarding a significant TikTok deal is also a key point of discussion, contributing to divergent market sentiment.

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

Novavax is trending due to its new licensing agreement with Pfizer for the Matrix-M adjuvant, validating the platform's broad potential beyond COVID-19. The community is actively discussing the likelihood of a significant short squeeze, given the substantial short interest and growing interest from major pharmaceutical partners. Despite this positive development, many investors are urging management to implement further actions like share buybacks to fully capitalize on Matrix-M's value and counter persistent short pressure.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending after reporting strong Q4 results driven by subscriber and ad revenue growth, though its stock faces downward pressure from softer Q1 guidance and ongoing speculation around a potential Warner Bros. Discovery acquisition. The community is sharply divided, with many viewing the dip as a prime buying opportunity for a market leader, while others anticipate further declines given the acquisition's perceived risks and potential for market manipulation.

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 experiencing an explosive rally, driven by analyst upgrades and an unprecedented AI-driven memory and data storage demand, contributing to tight supply conditions across the sector. The community is fiercely divided, with enthusiastic bulls touting it as an "infinite money glitch" and the "next NVDA," while bears warn of a "scam" and "manipulated trash" poised for an epic crash. Its parabolic ascent, seemingly detached from broader market movements, fuels intense debate over its extreme valuation and whether its momentum can be sustained into upcoming earnings.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is a focal point for intense market volatility, driven by shifting geopolitical narratives concerning presidential statements on Greenland and evolving US-EU trade relations. Community sentiment is sharply divided, with some anticipating continuous "V-shape" rallies and "buy the dip" opportunities fueled by perceived pro-market stances, while others remain highly skeptical, warning of orchestrated pump-and-dump scenarios and a looming market decline. This tug-of-war reflects deep uncertainty within the tech-heavy Nasdaq, where bullish convictions clash with cautious perspectives on broader economic stability.

USA Rare Earth, Inc. is domestic supplier of rare earth magnets and heavy rare earth elements. It is developing a vertically integrated, domestic supply chain for rare earth element magnet production, with a facility in Stillwater, Oklahoma, and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth is trending following news of a significant French government-backed deal to establish a rare earth metals and alloys production facility in Europe, aiming to bolster the integrated supply chain for the U.S. and its allies. This development, alongside broader sector momentum driven by geopolitical dynamics and the launch of new leveraged ETFs, is fueling community discussions about the company's long-term potential and notable price volatility. Traders are actively discussing the broader implications of securing critical minerals supply chains and the company's "mine-to-magnet" strategy amidst ongoing market swings.

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$SMCI Why do you think Cramer recommends $DELL over $SMCI, its one of those stocks that he most likely holds from the olden days when PC&#39;s mattered more than AI servers. 
 
With the future pretty well set to be run by AI in almost every industry, we have come to a point where those holding legacy stocks like $DELL will want to exit at a profit, this can only be done if they attract investors to purchase these stocks before they become irrelevant. 
 
Afterall what kind of realistic growth has DELL achieved in the past 2 years? Diddly squat, meanwhile SMCI has 4x its assets and total equity. 
 
Dell meanwile has been lagging, they are actually down overall in that time with higher debt than assets, if they were to fold today, by the time they pay off all their debt shareholders would have nothing, I see that as a pure risk no reward play.

M. Raahim Zia

Chris c

ultravires

Lucky Hart

$SMCI I think your not really looking at the whole picture. 
 
Yeah the technicals have some solid support there. however were talking about a time where SMCI only had around $1.7B in equity, now weve got around 4x that. 
 
Yet your here talking as if we have a solid chance of revisiting $8B market cap. 
 
You realise thats like not even pricing in future growth at all right, thats just pricing only the total equity that has already gone through depreciation so the real value is actually much higher. 
 
Compared to $NVDA, one of the fastest growing companies we are scaling pretty well at similar speed. 
 
Then theres the whole $DELL comparison, well we are miles ahead of them in scaling up. 
 
Images below highlighting the same period for your information.

StockTwits Web

Super Micro Computer Inc

Dell Technologies Inc

Ub3r5pAnK

, its one of those stocks that he most likely holds from the olden days when PC's mattered more than AI servers. 
 
With the future pretty well set to be run by AI in almost every industry, we have come to a point where those holding legacy stocks like 

 will want to exit at a profit, this can only be done if they attract investors to purchase these stocks before they become irrelevant. 
 
Afterall what kind of realistic growth has DELL achieved in the past 2 years? Diddly squat, meanwhile SMCI has 4x its assets and total equity. 
 
Dell meanwile has been lagging, they are actually down overall in that time with higher debt than assets, if they were to fold today, by the time they pay off all their debt shareholders would have nothing, I see that as a pure risk no reward play.

@Ub3r5pAnK clown lmao. Dell employs over 100,00 people. It is a giant 🤣🤣

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 clown lmao. Dell employs over 100,00 people. It is a giant 🤣🤣

Clark Rueben

@ISmokeCigs Yeah they employ a bunch of people but cant manage to grow asset or equity value, have a good look at financials.

 Yeah they employ a bunch of people but cant manage to grow asset or equity value, have a good look at financials.

@Ub3r5pAnK It&#39;s funny because I owned Dell before SMCI and Dell has gone down about $30 a share since that time.

 It's funny because I owned Dell before SMCI and Dell has gone down about $30 a share since that time.