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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

AMD is receiving attention as traders debate the stock's significant relative weakness compared to other semiconductor names and its consolidation near the $450-$470 range. While some market participants remain bullish on the company's long-term AI data center prospects and recent partnership announcements, others are expressing frustration over stagnant price action and technical pressure.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is trending as traders anticipate upcoming commercial updates and production milestones during September industry conferences, with strong community sentiment focused on the potential for new customer partnerships and large-scale manufacturing progress. Despite ongoing volatility and broader market pressure on the semiconductor sector, investors remain optimistic about the company's long-term potential in the AI optical interconnect space.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is experiencing a rally following a packed Investor Day that featured the unveiling of the Superion 256 quantum computing platform, an increased 2026 revenue outlook following the SkyWater acquisition, and an $8.18 million quantum-security agreement with Congruity360. While investors are largely optimistic about these commercial milestones, some market participants remain skeptical, citing concerns over long-term profitability and the broader economic environment for speculative technology.

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 shares are surging as traders react to a report that the company plans to raise CPU prices and reports that the company has deepened its collaboration with ASML on High NA EUV chipmaking technology. While sentiment is largely bullish, some traders are debating whether the recent price action is driven by fundamental improvements or speculative "Trump pump" volatility.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Shares of Rigetti Computing are trending following a definitive $100 million funding agreement with the U.S. Department of Commerce under the CHIPS Act. While some traders view the government backing as a major validation of the company's technology, others are expressing concern regarding the resulting share dilution from the equity stake issued to the government.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is trending following a multi-generation partnership with Amazon to develop customized silicon for AI data centers, a move traders see as validation of the company's efforts to diversify beyond its core mobile business. While some investors remain skeptical about the immediate revenue impact and the stock's recent price action, others are focused on the long-term potential of the warrant and equity-linked incentive structure tied to the deal.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

The conversation is dominated by anticipation surrounding the shareholder vote for the LivePerson acquisition, with traders debating whether the deal will provide a long-term catalyst for growth or result in short-term dilution. Community sentiment remains highly polarized between bulls who believe the merger will establish a dominant AI platform and bears who point to continued price weakness and skepticism regarding management execution.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is trending as investors eagerly anticipate upcoming topline maintenance trial results, which are widely viewed as a critical binary catalyst for the company's valuation. While discussion is fragmented by debate over potential buyout interest from big pharma and skepticism regarding management's recent execution, the community remains intensely focused on how the trial data will compare to established GLP-1/GIP weight loss therapies.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity is trending as investors discuss its strategic position as a key game engine for AI-assisted development and its potential to benefit from the growth of the agentic AI market. While the community highlights strong technical developments like Unity 7 and potential partnerships, sentiment remains mixed due to historical price volatility and debate over management's ability to drive consistent profitability.

Novartis AG is a holding company, which engages in the business of developing, manufacturing, and marketing healthcare products. Its product portfolio is heavily focused on innovative prescription medicines, especially oncology, immunology, neuroscience, and cardiovascular diseases, supplemented by established older brands and a wide range of specialized therapies. The company was founded on February 29, 1996 and is headquartered in Basel, Switzerland.

Novartis AG - ADR

Novartis AG

Novartis shares are trending following the successful Phase III PSMAddition trial results for Pluvicto in prostate cancer, alongside recent Phase III data successes for its kidney disease drug Vanrafia. The company is receiving attention as these milestones bolster its growth pipeline and long-term sales projections, despite ongoing scrutiny regarding its acquisition strategy and patent exposure.

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$CRM ER will be a disappointment back to all time lows. Ai taking over and CRM taking a back seat🔪🔪🔪🔪

Michael P Madden

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Salesforce Inc

 ER will be a disappointment back to all time lows. Ai taking over and CRM taking a back seat🔪🔪🔪🔪

Jeff chursinow

@chursinow62 You should have covered your Short position when this was in the 160s, too late for you now!

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 You should have covered your Short position when this was in the 160s, too late for you now!