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ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending as investors react to the sudden resignation of the FDA Commissioner, a development the community perceives as a major catalyst for overcoming regulatory delays and clearing a path for Anktiva approvals. The community is actively discussing the potential for an upcoming short squeeze, high institutional accumulation, and the broader long-term vision for the company's immunotherapy platform.

The Home Depot, Inc. engages in the sale of building materials and home improvement products. Its products include building materials, home improvement products, lawn and garden products and décor products. The firm operates through the following geographical segments: U.S., Canada and Mexico. It offers home improvement installation services, and tool and rental equipment. The company was founded by Bernard Marcus, Arthur M. Blank, Kenneth Gerald Langone and Pat Farrah on June 29, 1978 and is headquartered at Atlanta, GA.

Home Depot, Inc.

Home Depot is experiencing heightened investor interest as the community weighs recent institutional call buying and potential reversal indicators against ongoing concerns regarding housing market headwinds and consumer spending. Traders are actively debating whether the stock is finding a bottom ahead of its upcoming earnings report or if macroeconomic pressures will continue to weigh on the retail sector.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is trending as investors and the community closely monitor its upcoming quarterly earnings report, with expectations for significant revenue growth and potential updates on key government and defense contracts. Discussions are heavily focused on the stock's recent volatility, the impact of institutional accumulation versus retail frustration over dilution, and whether the company can successfully leverage its recent acquisitions to drive long-term value.

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 rallying following the appointment of a new COO with deep semiconductor manufacturing expertise, signaling a strategic shift toward scaling high-volume production for AI data center infrastructure. The community is actively discussing the stock's resilience amid broader market volatility, with significant debate focused on the company's massive options volume and the potential for a gamma squeeze as investors bet on future hyperscaler adoption.

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 trending as investors react to the CEO joining a presidential delegation to China, sparking speculation over the potential easing of chip export restrictions and significant new revenue streams. The community is actively debating the impact of this diplomatic trip against a backdrop of short reports alleging hidden China exposure and the stock's recent climb to all-time highs.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is trending as investors weigh significant volatility and heavy speculation ahead of the company's upcoming earnings report. The community is actively debating the impact of recent government contract wins, potential institutional interest, and broader space sector momentum driven by the anticipation of a major SpaceX IPO.

Forgent Power Solutions, Inc. is a holding company, which engages in the design and manufacture of electrical distribution equipment used in data centers, power grid, and energy-intensive industrial facilities. It also offers powertrain solutions and standard and custom products. The company was founded on July 21, 2025 and is headquartered in Dayton, MN.

Forgent Power Solutions Inc. - Ordinary Shares - Class A

Forgent Power Solutions Inc.

Forgent Power Solutions is attracting intense investor interest as a critical infrastructure play, with the community highlighting its role in resolving power bottlenecks for the booming AI data center sector. Discussions center on its recent strong earnings growth, substantial order backlog, and the stock's potential to become a key player in the electrical distribution market.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Cisco Systems is currently trending as a prominent AI infrastructure play, driven by a surge in hyperscaler demand and strong earnings results that have spurred a significant re-rating of the stock. The community is actively discussing the company's transformation, comparing its current momentum to historical cycles and debating whether the recent rally signals long-term durability or excessive hype.

Canadian Solar, Inc. engages in the manufacture of solar photovoltaic modules, provision of solar energy and battery storage solutions, and development of utility-scale solar and battery storage products. It operates through the CSI Solar and Global Energy segments. The CSI Solar segment designs, develops, and manufactures solar ingots, wafers, cells, modules, and other solar power and battery storage products. The Global Energy segment includes solar and battery storage project development and sale, asset management services for operational projects, sale of electricity, and investment in retained assets. The company was founded by Shawn Qu in October 2001 and is headquartered in Kitchener, Canada.

Canadian Solar Inc

Canadian Solar is experiencing significant volatility and investor attention as the community fixates on a surprise CEO transition and shifting production strategies. Traders are actively debating the impact of upcoming earnings, the long-term potential of U.S. manufacturing expansion, and whether the stock's recent price action reflects fundamental mispricing or structural manipulation by market participants.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is seeing a surge in retail interest and bullish option activity as the community views the stock as a pivotal AI infrastructure play, fueled by recent agentic AI rollouts and data center networking potential. Investors are actively discussing a significant rotation into the stock, drawing parallels to other hardware incumbents and focusing on its long-term turnaround as a key component of the evolving AI supply chain.

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$CBRS Breaking Update: Cerebras IPO Demand Goes Vertical 
 
ARM $ARM and $SFTBY apprentlty led a bid to buy Cerebras in the last moments before its IPO priced this week, Bloomberg reported, finding they had sent an offer in May for the upcoming AI chipmaker. Bloomberg Intelligence said it was a clear move to expand ARMs design capacity toward a building one.  
 
Are you buying like ARM Tried to??? Lemme know what you think of the rest of the story, and if you&#39;re bullish on this vvv I want to feature voices in the newsletter tonight.  
 
https://thedailyrip.stocktwits.com/ 
 
Cerebras is now guiding IPO investors to expect pricing above the top of its already-raised $150-$160 range, Bloomberg reported Tuesday evening, a sign that demand for the AI chipmaker’s listing is still accelerating. The company is offering 30 million shares, implying up to $4.8 billion in proceeds at the top of the marketed range, with trading expected to begin Thursday, May 14, under the ticker CBRS. 
 
The key number: at the high end, Cerebras is being talked about at a nearly $50 billion fully diluted valuation, after the book reportedly drew orders for more than 20x the shares available. That would make it the biggest US IPO of the year so far and put it in rare company with Arm’s 2023 semiconductor listing. 
 
Why it matters: investors are treating Cerebras as one of the clearest public-market AI infrastructure plays outside Nvidia. The company has ties to major AI buyers including Amazon and OpenAI, and OpenAI holds warrants tied partly to Cerebras hitting delivery and valuation milestones. The risk is that the IPO is now pricing in a huge amount of future AI demand before the stock even opens.

Hunter Henry

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Cerebras Systems

Arm Holdings Plc.

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 Breaking Update: Cerebras IPO Demand Goes Vertical 
 
ARM 

 apprentlty led a bid to buy Cerebras in the last moments before its IPO priced this week, Bloomberg reported, finding they had sent an offer in May for the upcoming AI chipmaker. Bloomberg Intelligence said it was a clear move to expand ARMs design capacity toward a building one.  
 
Are you buying like ARM Tried to??? Lemme know what you think of the rest of the story, and if you're bullish on this vvv I want to feature voices in the newsletter tonight.  
 


 
 
Cerebras is now guiding IPO investors to expect pricing above the top of its already-raised $150-$160 range, Bloomberg reported Tuesday evening, a sign that demand for the AI chipmaker’s listing is still accelerating. The company is offering 30 million shares, implying up to $4.8 billion in proceeds at the top of the marketed range, with trading expected to begin Thursday, May 14, under the ticker CBRS. 
 
The key number: at the high end, Cerebras is being talked about at a nearly $50 billion fully diluted valuation, after the book reportedly drew orders for more than 20x the shares available. That would make it the biggest US IPO of the year so far and put it in rare company with Arm’s 2023 semiconductor listing. 
 
Why it matters: investors are treating Cerebras as one of the clearest public-market AI infrastructure plays outside Nvidia. The company has ties to major AI buyers including Amazon and OpenAI, and OpenAI holds warrants tied partly to Cerebras hitting delivery and valuation milestones. The risk is that the IPO is now pricing in a huge amount of future AI demand before the stock even opens.

This account has been verified as an official STOCKTWITS representative.