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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 is seeing a massive surge after a strong earnings report that outperformed estimates, with the community celebrating the company's ability to capitalize on AI data center demand. Investors are actively discussing a significant sector rotation into semiconductors, with many focused on the stock shattering long-term resistance levels while shorts face an intense squeeze.

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 surging to all-time highs as traders capitalize on massive spillover momentum from Intel's strong quarterly results and broader semiconductor industry demand. The community remains intensely focused on the AI infrastructure buildout, with bulls eyeing continued price expansion driven by strong sector leadership and persistent institutional accumulation.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X Shares

Investors are actively debating the sustainability of the semiconductor rally, with many expressing frustration over the persistent strength in chip stocks that continues to punish bearish positions. The ongoing discussion centers on whether the sector is experiencing a classic speculative bubble fueled by extreme AI demand and institutional inflows, or if a sharp, imminent correction is inevitable as traders look for any signs of a market pivot.

Skillz, Inc. operates a mobile gaming platform that connects players in competition. It helps developers build franchises by enabling social competition in their games. Skillz hosts casual esports tournaments for mobile players worldwide. The company was founded by Andrew C Paradise and Casey Chafkin in 2012 and is headquartered in Las Vegas, NV.

Skillz Inc - Ordinary Shares - Class A

Skillz Inc

Skillz Inc. is surging after a federal jury ruled in its favor, awarding $420 million in damages regarding deceptive advertising and the use of bots by a rival, with potential for even greater profit disgorgement. Community sentiment is electric, with investors actively debating the long-term impact of the windfall on the companys cash position and the potential for a massive, multi-day short squeeze as traders monitor for after-hours momentum.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is currently experiencing a historic rally, driven by aggressive institutional buying and intense investor optimism surrounding the semiconductor super cycle and AI infrastructure demand. While the community is divided between bullish participants celebrating consecutive green days and skeptical traders warning of a potential blow-off top, the overwhelming sentiment remains focused on the momentum that has pushed the ETF to new heights despite broader market volatility.

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 intense scrutiny as investors debate its role as an AI infrastructure backbone, with community sentiment split between frustration over stagnant short-term price action and long-term conviction in its leadership. Conversations are currently dominated by the stock's massive market valuation, its strategic investments in hardware partners, and the broader debate on whether the AI buildout is a sustainable multi-year story or an over-hyped bubble.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is experiencing significant momentum driven by the introduction of its new AGI CPU, a strategic shift that marks its transition from traditional IP licensing to direct silicon sales. The community is actively debating the sustainability of this aggressive repricing, with bullish investors highlighting the company's expanding role as a foundational AI infrastructure player, while skeptics warn of valuation risks following the rapid, volume-heavy breakout.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo Inc. is trending as investors aggressively position around the nuclear-AI nexus, fueled by a new federal initiative for space-based nuclear energy and the upcoming IPO of peer X-Energy. The community is focused on the stock's parabolic technical breakout, intense institutional accumulation, and the high-stakes battle to clear critical resistance levels as sentiment shifts to reflect nuclear power as a mandatory infrastructure requirement for AI compute.

Tilray Brands, Inc. engages as a consumer packaged goods company, which focuses on medical cannabis research and the cultivation, processing, and distribution of cannabis products worldwide. It operates through the followings segments: Cannabis, Distribution, Beverage, and Wellness. The Cannabis segment focuses on cultivation, production, distribution, and sale of both medical and adult-use cannabis products. The Distribution segment is involved in purchase, resale, and distribution of pharmaceutical and wellness products. The Beverage segment refers to the production, marketing, and sale of beverages. The Wellness segment represents the production, marketing, and distribution of hemp-based food and other wellness products. The company was founded on January 24, 2018 and is headquartered in Leamington, Canada.

Tilray Brands Inc

Tilray Brands is experiencing intense volatility as investors react to the Department of Justice's announcement to reclassify cannabis to Schedule III, a move expected to provide significant tax relief and improve banking access. While some in the community are celebrating this as a landmark shift, others are expressing frustration over the stock's sharp price swings and long-term dilution concerns, leading to active debates on whether this is a sustainable breakout or another 'sell-the-news' event.

Terra is a decentralized financial payment network that rebuilds the traditional payment stack on the blockchain. Luna is the reserve currency of the Terra platform. It has three core functions: i) mine Terra transactions through staking, ii) ensure the price stability of Terra stablecoins and iii) provide incentives for the platform’s blockchain validators.

Terra Luna Classic

Terra Luna Classic is trending as the community rallies around hopes of a major comeback, fueled by anticipation of Binance burn initiatives and potential exchange relistings. Investors are actively discussing the project's underdog status and speculative potential, with many pinning their hopes on future community-driven development and a return to past valuation levels.

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$ET Guidance increase? 
 Energy Transfer&#39;s earnings will likely end up at or above the top end of that guidance range, driven by higher oil-linked earnings and volumes. 
We saw this during the 2022 oil price surge. Initially, Energy Transfer expected to generate between $11.8 billion and $12.2 billion of adjusted EBITDA. However, it steadily increased its outlook throughout the year due to strong demand and higher commodity prices. It ended up generating nearly $13.1 billion in adjusted EBITDA, despite selling its Canadian midstream assets.

jay higginbotham

StockTwits Web

Energy Transfer LP Unit

 Guidance increase? 
 Energy Transfer's earnings will likely end up at or above the top end of that guidance range, driven by higher oil-linked earnings and volumes. 
We saw this during the 2022 oil price surge. Initially, Energy Transfer expected to generate between $11.8 billion and $12.2 billion of adjusted EBITDA. However, it steadily increased its outlook throughout the year due to strong demand and higher commodity prices. It ended up generating nearly $13.1 billion in adjusted EBITDA, despite selling its Canadian midstream assets.