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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is drawing massive investor attention following a powerful earnings beat, record revenue, and a significant dividend increase, though the share price is seeing muted volatility as traders navigate an options-heavy landscape. While the community is sharply divided between those viewing the stock as an essential long-term AI infrastructure play and skeptics concerned about valuation sustainability and geopolitical headwinds in the chip sector, active discourse centers on the impact of institutional positioning and whether this performance signals a broader market inflection point.

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. 

Nebius Group is generating significant market interest following a strategic partnership with Bloom Energy to power its expanding AI infrastructure, alongside reports of substantial price increases for its GPU instances. Investors remain actively focused on the company's aggressive growth trajectory and capacity build-out, viewing it as a primary player in the competitive AI compute space despite ongoing debates regarding its valuation and capital expenditure requirements.

Applied Digital Corporation

Applied Digital is currently trending following a significant lease agreement with a hyperscaler that pushed its AI data center capacity over the one-gigawatt mark. Community sentiment remains largely bullish, with investors actively discussing the company's long-term infrastructure growth while dismissing recent price volatility as a routine market digestion phase.

Sui s a Layer 1 blockchain developed by Mysten Labs, a team founded by former lead engineers from Meta’s blockchain research division. It is designed for global adoption by providing a secure, high-speed environment for digital asset ownership and removing technical barriers for Web3 applications. The platform utilizes the Move programming language to create a safe framework and supports horizontal scaling to keep fees stable and speeds high as the network grows. Significant institutional support comes from major venture capital firms including Andreessen Horowitz, Coinbase Ventures, Circle Ventures, and YZi Labs.  The system functions by organizing data into independent objects rather than a single ledger of accounts. This object-centric data model enables parallel execution, allowing the network to process many transactions simultaneously instead of waiting for one to finish before starting the next. This architecture is built for rapid transaction finalization to ensure near-instant results. To maintain long-term stability, the network collects fees into a storage fund that rewards validators for keeping data on the network indefinitely.  Sui offers several advanced tools including zkLogin for easier account access and sponsored transactions that allow users to interact with apps without managing complex wallets or immediate fees. Developers can also create tailored object types that work across the entire network, which encourages innovation and deep composability. These features are designed to create a more user-friendly experience for interacting with decentralized applications and digital games.  The SUI token is central to the ecosystem, serving as the primary asset for transaction fees and on-chain utility within decentralized exchanges and lending platforms. Users participate in a proof-of-stake mechanism by locking their tokens to support validators and secure the blockchain in exchange for rewards. Additionally, token holders have a role in governance, allowing them to participate in voting on network rules and future protocol upgrades. Value moves through the system through these staking rewards and transaction fees to ensure the platform scales sustainably

SUI is experiencing significant community debate as traders split between those buying the dip near support levels and skeptics questioning the token's long-term sustainability following recent price volatility. The conversation is heavily focused on whether current trading volume signals a genuine accumulation phase or a potential for further downside as the broader crypto market consolidates.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently the subject of intense community debate following a multi-billion dollar equity offering, which has sparked mixed reactions as traders weigh dilution risks against the firm's strategic push for acquisitions. While many investors remain bullish on the company's long-term potential as a critical infrastructure provider alongside the excitement of the impending SpaceX IPO, others are urging caution due to technical overextension and the rapid pace of recent gains.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit shares plummeted following a revenue miss and the announcement of a significant 17% workforce reduction driven by an AI-focused restructuring, fueling investor anxiety over the future of legacy software businesses. While critics argue AI may disrupt Intuit's tax and accounting dominance, community sentiment remains deeply divided between those bracing for a further downward trend and bargain-seekers viewing the sharp valuation reset as a long-term buying opportunity.

T1 Energy, Inc. engages in developing battery solutions. It focuses on energy storage systems and commercial mobility. The company was founded by Tom Einar Jensen, Peter Matrai, and Tore Ivar Slettemoen on August 31, 2023 and is headquartered in Austin, TX.

T1 Energy Inc.

T1 Energy is experiencing extreme volatility and heavy retail attention as traders aggressively counter a bearish short seller report, with bullish sentiment supported by recent disclosures of institutional stake accumulation and strong quarterly earnings. The community is deeply divided between those betting on a potential short squeeze fueled by energy infrastructure tailwinds and skeptics who remain wary of the company's manufacturing scalability and long-term debt profile.

NEAR Protocol is the blockchain for AI. A high-performance, AI-native platform built to power the next generation of decentralized applications and intelligent agents. It provides the infrastructure AI needs to transact, operate, and interact across Web2 and Web3. NEAR combines three core elements: User-Owned AI, which ensures agents act in users’ best interests; Intents and Chain Abstraction, which eliminate blockchain complexity for seamless, goal-driven transactions across chains; and a sharded blockchain architecture that delivers the scalability, speed, and low-cost execution needed for real-world AI and Web3 use. This integrated stack makes NEAR the foundation for building secure, user-owned, AI-native applications at internet scale.

Near

NEAR is trending as traders highlight its role in cross-chain interoperability and AI integration, with community sentiment split between those accumulating at lower levels and skeptics questioning the token's recent price action. Conversations remain heavily focused on its utility within the AI agent economy and its integration with other privacy-centric projects.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty is trending due to significant retail volatility following a quarterly earnings report that featured a revenue beat but softer forward guidance, fueling intense debate over the company's long-term valuation and tariff impacts. Community discussion is heavily divided between bullish long-term investors highlighting growth potential and tariff refunds, and bearish traders citing concerns over discretionary spending and technical weakness in the stock.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is facing intense selling pressure as a surge in producer prices and geopolitical tensions in the Strait of Hormuz fuel fears of sticky inflation and potential interest rate hikes. The community remains deeply divided, with some investors betting on a significant bond reversal driven by a potential peace deal in the Middle East, while others fear a structural downtrend as yields push toward multi-year highs.

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Do you think tariffs will have a long-term negative impact on the market?

Alex Smith

Investor

Matija Kraševec

The tariffs are a rare thing In that they tuned even bullish almost always @stocktwits negative  
 
Let&#39;s check back In a few weeks on same  
 
$spy $qqq

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Howard Lindzon

The short-term effect is clear, but what do you think about long-term effects of tariffs on the market?  
  
6 hours left to vote! 👇 
 
$SPY, $QQQ, $DJT

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At least 9% of you should never be allowed to touch money. OFC it&#39;s the start of a downturn...

nappydrew

The short-term effect is clear, but what do you think about long-term effects of tariffs on the market? 
 
8 hours left to vote! 👇

Stocktwits Polls

@StocktwitsPolls Tariffs are a regressive sales tax. Trump’s mishandling of COVID and tariffs are the reasons that caused inflation and Biden inherited that mess. Biden fixed inflation and the economy only to have misinformed voters hand the country back over to Trump to wreck it again.  Biden only fault is not constantly blaming Trump for the shitty hand he was dealt but he is not a prick.

D Hoffman

ClosetCapitalist

Josh

Fire Monkey

Doug Miles

Melissa

Christopher Colvard

JOE FISHER

UnionFitter91

Todd noneya

ErinATL

FutureMan

Gigi Gold

Bradley Flowers

TheBigLebowski23

Dumpo

StockTwits for iOS

 Tariffs are a regressive sales tax. Trump’s mishandling of COVID and tariffs are the reasons that caused inflation and Biden inherited that mess. Biden fixed inflation and the economy only to have misinformed voters hand the country back over to Trump to wreck it again.  Biden only fault is not constantly blaming Trump for the shitty hand he was dealt but he is not a prick.

Henry Cabbage Lodge

@johndutton777 @StocktwitsPolls ok Biden sniffer. Delusional take.

Han Yolo

Darlin

Diamond Trades

Darth Trader

@PhatRam32 @StocktwitsPolls Cant help you when you are gullible to his lies. Being a fool is one thing but not knowing you are a fool is another. lol

 Cant help you when you are gullible to his lies. Being a fool is one thing but not knowing you are a fool is another. lol

@johndutton777 @StocktwitsPolls gov spending increases inflation jackas the hell did Biden do? Nothing?

 gov spending increases inflation jackas the hell did Biden do? Nothing?

@johndutton777 @StocktwitsPolls 
No your diatribe is delusional.

Keith speaks

@johndutton777 @StocktwitsPolls preach! 👏🏻👏🏻

@johndutton777 @StocktwitsPolls this nigga said Biden fixed inflation 🤣🤣🤣

 this nigga said Biden fixed inflation 🤣🤣🤣