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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir Technologies is surging following a blowout earnings report characterized by explosive growth in U.S. commercial revenue and increased full-year guidance. The community is actively discussing a massive short squeeze, celebrating the validation of the company's AI strategy, and debating the sustainability of the current valuation amid significant analyst price target upgrades.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap Inc. is trending ahead of its earnings release as investors weigh the company's advertising recovery and subscription growth against persistent skepticism regarding its leadership and hardware investments. Community sentiment remains polarized, with traders debating whether the stock's recent volatility points to a potential breakout or a continuation of its downward trend.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizer is trending as shareholders weigh the company's strong earnings beat and raised full-year guidance against continued frustration over the stock's long-term stagnant price performance. The community is actively debating the company's turnaround potential, the reliability of its dividend, and executive leadership decisions, while some investors pivot toward defensive strategies amidst broader market volatility.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Digital is trending as investors aggressively rotate back into AI infrastructure and energy-intensive data center plays, fueled by bullish capital expenditure outlooks from major hyperscalers. The community is actively discussing the stock's significant recovery from recent lows, with sentiment focused on the company's shift toward high-performance computing and its long-term capacity buildout pipeline.

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The S&P 500 is surging to fresh all-time highs as traders capitalize on market-wide momentum and persistent reports of a potential deal to reopen the Strait of Hormuz. While some community members warn of a parabolic melt-up driven by algorithmic manipulation and extreme optimism, bulls are aggressively buying the dips, fueling a squeeze that continues to pressure short-sellers.

Sterling Infrastructure, Inc. engages in the provision of construction solutions. It operates through the following segments: Transportation Solutions, E-Infrastructure Solutions, and Building Solutions. The Transportation Solutions segment provides infrastructure and rehabilitation services for highways, roads, bridges, airports, ports, light rail systems, water and wastewater facilities, and storm drainage systems. The E-Infrastructure Solutions segment develops advanced, large-scale site development systems and services for data centers, e-commerce distribution centers, warehousing facilities, transportation projects, energy infrastructure, and other specialized developments. The Building Solutions segment provides residential and commercial concrete foundation services for single-family and multi-family homes, as well as parking structures, elevated slabs, and other concrete construction projects. The company was founded in 1955 and is headquartered in The Woodlands, TX.

Sterling Infrastructure Inc

Sterling Construction Company, Inc.

Sterling Construction is trending following a massive earnings beat and upward guidance revision, fueling optimism in its e-infrastructure and data center buildout business. Despite some recent volatility and profit-taking, the community remains heavily focused on the company's record backlog and its critical role in AI infrastructure development.

Caterpillar, Inc. engages in the business of manufacturing construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. It operates through the following segments: Construction Industries, Resource Industries, Power and Energy, and All Other. The Construction Industries segment is involved in supporting customers using machinery in infrastructure and building construction applications. The Resource Industries segment offers machinery in mining, heavy construction, quarry, and aggregates. The Power and Energy segment focuses on reciprocating engines, turbines, diesel-electric locomotives, and related services across industries serving oil and gas, power generation, industrial, and transportation applications including marine- and rail-related businesses. The All Other segment includes activities such as the business strategy, product management and development, manufacturing, and sourcing of wear and maintenance components products, parts distribution, integrated logistics solutions, distribution services responsible for dealer development, and administration. The company was founded on April 15, 1925, and is headquartered in Irving, TX.

Caterpillar Inc.

Caterpillar is trending as investors digest a robust quarterly report, with the community actively debating whether the company should be valued as a legacy industrial manufacturer or a high-growth AI infrastructure play. Discussions center on the company's record backlog and massive demand for power generation equipment needed to support the expanding global data center buildout.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is drawing significant interest as investors weigh the potential of upcoming regulatory clarity against its persistent price divergence from broader market highs. While community members debate whether current volatility represents a strategic accumulation phase or a prolonged bear trap, active discussions are focused on how institutional adoption and macroeconomic signals will shape the asset's next breakout.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXTI is experiencing intense market volatility as investors debate the impact of potential geopolitical trade restrictions against the backdrop of its heavy reliance on Chinese manufacturing. While community members are polarized between those betting on a major short squeeze driven by supply-chain bottlenecks and those fearing long-term structural risks, the stock continues to be a focal point for intense debate regarding AI infrastructure demand versus the impact of ongoing export uncertainties.

Vistra Corp. is a holding company, which engages in the provision of electricity and power generation. It operates through the following segments: Retail, Texas, East, West, and Asset Closure. The Retail segment includes sale of electricity and natural gas to residential, commercial, and industrial customers. The Texas and East segments are involved in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The West segment represents the company's electricity generation operations in CAISO. The Asset Closure segment refers to the decommissioning and reclamation of retired plants and mines. The company was founded in 1882 and is headquartered in Irving, TX.

Vistra Corp

Vistra Corp is trending as investors weigh its potential as a critical AI power infrastructure provider against recent price volatility and concerns about valuation. The community is actively debating the company's long-term growth prospects tied to electricity demand from data centers, with many traders closely monitoring upcoming earnings and price action relative to other power-generation peers.

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Well, bond yields are screaming higher. 
Driven by fear of the short term yield pricing in 2-3 FED rate hikes the next 12+ months. 

I don’t see the FED raising rates. 
They will leave them at 3.5-3.75% for several more months. 
Our country can’t afford to pay more interest on our debt. Inflation will be left to run wild for the next few months based on the theory oil prices will fall and things are transitory again. 

Let’s see if the 2 year won’t fall back towards 3.8% in the coming weeks. 

I’m still continuing with my restructuring plan. Adding more fixed income and staying overweight miners and energy. 

The question for me now is, do I go more overweight short term treasuries in case I’m wrong?

I will be watching this closely. 

I still like hedging with TLT for 2027 purposes, but my intermediate bond funds are in limbo. 

Let’s see what this coming week brings.

BeaDee

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Well, bond yields are screaming higher. 
Driven by fear of the short term yield pricing in 2-3 FED rate hikes the next 12+ months. 

I don’t see the FED raising rates. 
They will leave them at 3.5-3.75% for several more months. 
Our country can’t afford to pay more interest on our debt. Inflation will be left to run wild for the next few months based on the theory oil prices will fall and things are transitory again. 

Let’s see if the 2 year won’t fall back towards 3.8% in the coming weeks. 

I’m still continuing with my restructuring plan. Adding more fixed income and staying overweight miners and energy. 

The question for me now is, do I go more overweight short term treasuries in case I’m wrong?

I will be watching this closely. 

I still like hedging with TLT for 2027 purposes, but my intermediate bond funds are in limbo. 

Let’s see what this coming week brings.

rsmracks

@rsmracks oil price becoming less and less transitory as we diddle w/Iran and let them control the pace (i.e. delay)

Curt Miller

StockTwits Web

 oil price becoming less and less transitory as we diddle w/Iran and let them control the pace (i.e. delay)

Charles Dickinson

@rsmracks I’ve been saying this for the last month or so.  I understand the market is forward looking like 6-12 months but even if the war ends tomorrow and oil comes back down we’ll still see inflation for at least another 2-3 months. Why did the market (especially semiconductors) not care about that?  I’m not a bear, but this 6 week run is overly exuberant.

 I’ve been saying this for the last month or so.  I understand the market is forward looking like 6-12 months but even if the war ends tomorrow and oil comes back down we’ll still see inflation for at least another 2-3 months. Why did the market (especially semiconductors) not care about that?  I’m not a bear, but this 6 week run is overly exuberant.

Mike

@accretivewealth 

I agree. 
What I see occurring is oil actually pulling back to $80 or so and take a brief pause. 
Once the straight is reopened. 
Then, in 2027 oil takes off again. 
$300 oil is coming. 
Major recession will occur. 
I will accumulate more energy producers on all weakness.

 

I agree. 
What I see occurring is oil actually pulling back to $80 or so and take a brief pause. 
Once the straight is reopened. 
Then, in 2027 oil takes off again. 
$300 oil is coming. 
Major recession will occur. 
I will accumulate more energy producers on all weakness.

@Mlambo28 

At some point the rotation out of technology will be violent and I mean violent. 
Energy and miners are still extremely undervalued. 

Ride it out.

 

At some point the rotation out of technology will be violent and I mean violent. 
Energy and miners are still extremely undervalued. 

Ride it out.

@rsmracks i’m hearing a lot about a rotation into software. What do you think?

 i’m hearing a lot about a rotation into software. What do you think?

@Mlambo28 

Maybe some. 
I personally sold FIG and U last week.

 

Maybe some. 
I personally sold FIG and U last week.

ServiceNow Inc

@Mlambo28 

I’ve never followed NOW. 
It could fall further?

 

I’ve never followed NOW. 
It could fall further?