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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

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

The stock is trending after beating quarterly estimates but issuing a sharply weaker-than-expected full-year outlook, citing pricing pressures on TurboTax from low-cost competitors and escalating AI disruption fears. Retail traders are locked in a fierce debate, with dip buyers clashing against bears who see the guidance as confirmation of long-term structural erosion, amplified by a wave of analyst downgrades and price-target cuts.

Summit Therapeutics, Inc. is a biopharmaceutical company, that focuses on the discovery, development, and commercialization of patient, physician, caregiver, and societal-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs. The firm conducts clinical programs focusing on Clostridioides Difficile Infection (CDI). Its lead product, Ridinilazole, is an orally administered small molecule antibiotic that is in Phase III clinical trials for the treatment of CDI. The company was founded in 2003 and is headquartered in Miami, FL.

Summit Therapeutics Inc

Summit Therapeutics is trending as positive Phase 3 data for ivonescimab published in The Lancet Oncology and China approval fuel bullish sentiment, with traders highlighting heavy insider buying and the upcoming FDA decision while bears question Western data and dilution.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

IWM finds itself in a tug-of-war as small caps hover near record highs while options flow reveals heavy institutional demand for downside protection, with puts dominating trading and traders citing macro worries from inflation to Fed policy. The broader conversation sees bulls touting a 'year of smalls' breakout while bears frame the rally as exit liquidity against a backdrop of geopolitical and debt concerns.

Kohl's Corp. engages in the operation of family-oriented department stores. Its business line includes apparel, footwear, and accessories for women, men, and children, home products, beauty products, and accessories. The stores generally carry a consistent merchandise assortment with some differences attributable to regional preferences. The company was founded in 1962 and is headquartered in Menomonee Falls, WI.

Kohl`s Corp.

Kohl's Corp

Kohl's is drawing intense scrutiny after a massive earnings beat and improved profit guidance failed to offset a drop in comparable sales, leaving the stock under pressure and sparking a heated debate between short-squeeze bulls and bears who call the beat a cost-cutting mirage. The community is sharply divided, with optimism over the balance sheet and share buyback clashing against skepticism over the weak top-line trajectory.

Zoom Communications, Inc. engages in the provision of a communications and collaboration platform. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa. The company was founded by Eric S. Yuan in 2011 and is headquartered in San Jose, CA.

Zoom Communications Inc. - Ordinary Shares - Class A

Zoom's Q2 top-line beat was overshadowed by a lukewarm FY27 outlook and softer Q3 profit guidance, sending shares lower despite strong enterprise growth and AI-driven product momentum. Sentiment is split: bulls highlight the Anthropic stake and cheap cash-adjusted valuation, while bears point to margin pressure and competitive threats from Microsoft Teams.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cathie Wood's ARK Invest has been aggressively buying the dip in Cerebras ($CBRS) after its post-earnings selloff, totaling over $60 million this month, which has sparked intense debate among traders about whether this signals a bottom or a falling knife. The stock's slide is being attributed to lockup expirations, insider selling, and margin concerns, but bulls are positioning for a potential rebound tied to Nvidia's earnings and Cerebras' upcoming product event, while bears argue the high valuation and heavy insider sales leave more downside risk.

Semtech Corp. engages in the manufacture and supply of analog and mixed signal semiconductor products for high-end consumer, enterprise computing, communications, and industrial equipment. It operates through the following segments: Signal Integrity, Analog Mixed Signal and Wireless, and Internet of Things (IoT) Systems and Connectivity. The Signal Integrity segment includes designing, development, manufacturing, and marketing of a portfolio of optical and copper data communications and video transport products used in a wide variety of infrastructure and industrial applications. The Analog Mixed Signal and Wireless segment focus on designing, development, manufacturing, and marketing of transient voltage suppressors and specialized sensing products. The IoT Systems and Connectivity segment includes designing, development, operation, and marketing of a portfolio of IoT solutions that enable businesses to connect and manage devices, collect and analyze data, and improve decision-making. The company was founded in 1960 and is headquartered in Camarillo, CA.

Semtech Corp.

SMTC is trending after a Q2 earnings beat and raised guidance, but the stock's volatile reaction has traders debating whether the reversal is sustainable or a potential short-term dump. Strong AI/data center demand supports bullish calls, yet some see the muted initial response as a red flag.

Dick's Sporting Goods, Inc. engages in the retailing of an extensive assortment of authentic sports equipment, apparel, footwear, and accessories. It also offers its products both online and through mobile applications. The company was founded by Richard T. Stack in 1948 and is headquartered in Coraopolis, PA.

Dicks Sporting Goods, Inc.

DKS stock is the center of intense retail debate after a record single-day plunge triggered by Q2 earnings misses and widespread analyst price-target cuts, with sentiment split between those calling it a generational buying opportunity and others warning of further downside tied to weak athletic footwear demand and the Foot Locker acquisition.

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DIA traders are focused on the Fed's hawkish internal divide revealed in the minutes, which intensifies uncertainty around the 'higher-for-longer' rate path just as key inflation data lands. With bond yields climbing and geopolitical risks swirling, the community is wary of range-bound choppiness ahead of Nvidia's earnings and the PCE report.

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$LASR bought you last time @ 30 and sold @ 65, getting close to buying you back

Shane tate

Matthew

StockTwits for iOS

nLIGHT Inc

 bought you last time @ 30 and sold @ 65, getting close to buying you back

no1patfan

@no1patfan Similar story here, I rode calls from 30 to 48 and just bought some shares yesterday and today. It&#39;s hard to tell how much they move due to people assuming they have something to do with AI, because it&#39;s had a similar trajectory with mostly sector matching moves....but I think LASR&#39;s real jumps will be next year and after. Will accumulate shares below $45.

StockTwits For Android 

 Similar story here, I rode calls from 30 to 48 and just bought some shares yesterday and today. It's hard to tell how much they move due to people assuming they have something to do with AI, because it's had a similar trajectory with mostly sector matching moves....but I think LASR's real jumps will be next year and after. Will accumulate shares below $45.

Beauregard J Buttwhistler

@CupAndHandleManyBottoms Agreed, that is why I sold $LASR and not $KTOS. $LASR as it got ahead of its skis. $KTOS although having a PE of around 350 is backlogging, building out and has a few established businesses.

danny

Kratos Defense & Security Solutions Inc

 although having a PE of around 350 is backlogging, building out and has a few established businesses.