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Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology shares faced a significant sell-off following quarterly results, as investors expressed concern over compressed gross margins and the pace of future growth despite the company reporting an earnings beat and providing raised revenue guidance. While the drop sparked intense debate and volatility, many traders viewed the sharp decline as an overreaction and a potential buying opportunity, citing strong long-term fundamentals and the company's role in the AI connectivity market.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is seeing high market interest driven by its strong fiscal fourth-quarter results, beating Wall Street expectations for both earnings and revenue. While the stock initially retreated following the report, traders remain divided over the company's valuation and the role of acquisition-fueled versus organic revenue growth, even as analysts continue to issue bullish price target updates.

Advisorshares Trust - AdvisorShares Pure US Cannabis ETF

AdvisorShares Pure US Cannabis ETF

The community is focused on the anticipation of a positive ALJ recommendation and subsequent DEA final ruling to move cannabis to Schedule III, viewing this as a critical catalyst for industry-wide tax relief and institutional adoption. While some traders express frustration with price suppression and algorithmic trading, others maintain a bullish long-term outlook, emphasizing that the current price remains undervalued relative to expected regulatory developments.

FuelCell Energy, Inc. is an American clean energy technology company that delivers continuous, scalable baseload power for mission-critical applications globally. It engages in the development, design, production, construction, operation, and servicing of high-temperature fuel cells for clean electric power generation. The company’s fuel cell systems generate electricity directly at the point of use, enabling reliable, low-emission power for data centers, industrial facilities, utilities, and distributed generation customers. FuelCell Energy delivers commercially proven, modular, utility-scale systems backed by global fuel cell deployments approaching one gigawatt. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energy shares are experiencing volatility following a third-quarter earnings report that missed revenue and earnings expectations, primarily due to rising costs from data center project scaling and module delivery delays. Despite the financial miss and concerns regarding ongoing dilution, retail sentiment remains sharply divided as some traders emphasize long-term growth potential from the company's data center power pipeline and backlog.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell is trending after reporting strong quarterly results that exceeded expectations and raising its full-year outlook, driven by surging demand for AI-optimized servers. While retail sentiment remains optimistic regarding the company's long-term growth potential and record AI order backlog, traders are expressing frustration over intraday volatility and significant price swings, leading to debate over whether the stock is being manipulated or if investors are simply locking in profits.

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

Netlist is trending as traders speculate on the potential for a short squeeze and upcoming legal catalysts, including a significant Federal Circuit hearing scheduled for September 9. The community sentiment remains highly bullish, with investors dismissing recent price volatility as manipulative attempts to shake out weak hands before a major settlement with Micron.

Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celestica is experiencing significant price volatility, with investors expressing frustration over a sharp decline following a $3 billion equity offering despite the company's strong fundamentals and consistent earnings beats. While some traders view the recent drop as an overreaction and an accumulation opportunity given the company's robust exposure to AI infrastructure demand, others are skeptical of management's decision to dilute shares and remain wary of broader market pressure on the AI sector.

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

Broadcom is trending as investors prepare for upcoming earnings, with sentiment divided between expectations of a strong AI-driven beat and concerns regarding historical post-earnings volatility and management's communication style. Traders are debating whether to hold positions through the event, citing the stock's recent stagnation and the broader semiconductor sector's performance as key factors in their outlook.

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 Menlo Park, CA.

Snowflake Inc

Snowflake is trending as investors and traders closely monitor the stock ahead of its upcoming quarterly earnings report. While some traders are expressing bearish sentiment due to valuation concerns and insider selling, others remain bullish on the company's enterprise AI and data-cloud growth potential, highlighting recent analyst price target increases as a sign of continued institutional demand.

Magnite, Inc. provides a technology solution to automate the purchase and sale of digital advertising inventory for buyers and sellers. It features applications and services for digital advertising sellers including websites, mobile applications, and other digital media properties. The company was founded by Frank Addante, Duc Chau, Craig Roah, Julie Mattern and Brian D. Baumgart on April 20, 2007 and is headquartered in New York, NY.

Magnite Inc

Magnite is trending following strong quarterly financial results, characterized by significant growth in connected TV (CTV) revenue and raised full-year guidance. Traders are also highlighting the company's strategic positioning in the programmatic advertising ecosystem and ongoing optimism regarding potential legal and industry tailwinds.

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$ZS Just doubled down for tomorrow after the bell. Over $200 IMO

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Zscaler Inc

 Just doubled down for tomorrow after the bell. Over $200 IMO

Chuck

@Ziggy11 Don&#39;t forget two things: #1 Dell just had a blowout quarter with strong forward guidance and the reaction by investors has been less than exuberant today, and #2 the last time ZS released its quarterly earnings, the share price dropped by $50 per share.  Regarding point #1, I know that ZS is in a different sector than Dell.  My point is that the market did not reward Dell for a strong quarter or strong forward guidance, so don&#39;t be surprised if tomorrow&#39;s ZS earnings release is met with a similar response during trading on Friday with shares capped at the $185-$190 level at best.  I hope you&#39;re right as I&#39;ve got 600 shares for a short-term trade.

 Don't forget two things: #1 Dell just had a blowout quarter with strong forward guidance and the reaction by investors has been less than exuberant today, and #2 the last time ZS released its quarterly earnings, the share price dropped by $50 per share.  Regarding point #1, I know that ZS is in a different sector than Dell.  My point is that the market did not reward Dell for a strong quarter or strong forward guidance, so don't be surprised if tomorrow's ZS earnings release is met with a similar response during trading on Friday with shares capped at the $185-$190 level at best.  I hope you're right as I've got 600 shares for a short-term trade.

Investor77777

@Investor77777 I&#39;m loaded have held for a while. They are due for a blowout, CEO usually sandbags guidance. I can see someone buying them out at some point. It is worth North of 35 bil at least. If the hyperscalers weren&#39;t spending so much money I could see MSFT or GOOGL buying them and even Orcl, Can&#39;t have enough Cyber , Panw bought CYBR about a year ago for at least 20 bil. ZS can do just fine on their own. Market is getting sour so a good blowout by ZS would be nice. I have been doing vey well this year so hopefully I keep it up with this. No conviction on the other tech companies reporting . I own a lot of Snow and have avgo. Will just hold what I have with those.

 I'm loaded have held for a while. They are due for a blowout, CEO usually sandbags guidance. I can see someone buying them out at some point. It is worth North of 35 bil at least. If the hyperscalers weren't spending so much money I could see MSFT or GOOGL buying them and even Orcl, Can't have enough Cyber , Panw bought CYBR about a year ago for at least 20 bil. ZS can do just fine on their own. Market is getting sour so a good blowout by ZS would be nice. I have been doing vey well this year so hopefully I keep it up with this. No conviction on the other tech companies reporting . I own a lot of Snow and have avgo. Will just hold what I have with those.