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Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is trending as investors react to a fiscal third-quarter double-beat and strong forward revenue guidance, driven by surging demand for AI-enabling semiconductor equipment. While many in the community are celebrating the record-breaking performance, some traders are expressing frustration over post-earnings selling pressure, which they attribute to market manipulation or overly ambitious expectations that were already priced in.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is rallying as investors react to a combination of institutional accumulation, a high short interest that has market participants anticipating a squeeze, and broader sector rotation into software stocks. The community is actively discussing the company's pivot toward agentic AI orchestration and holding firm with long-term conviction despite past volatility, with eyes set on upcoming earnings as a potential catalyst for further growth.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending as investors focus on the company's clear clinical progress and upcoming regulatory milestones, particularly the anticipated BLA submission for its prostate cancer program in the fourth quarter. The community is actively discussing strong institutional accumulation, recent positive conference updates on manufacturing readiness, and the potential for a significant re-rating as the company approaches key data releases.

TSS, Inc. engages in the provision of comprehensive services for the planning, design, development and maintenance of mission-critical facilities and information infrastructure as well as integration services. It operates through the Facilities and Systems Integration Services business segments. The Facilities segment consists of the design, project management, and maintenance of data center and mission-critical business operations. The Systems Integration segment integrates information technology equipment for original equipment manufacturer vendors and customers to be used inside data center environments, including modular data centers. The company was founded by Gerard J. Gallagher on December 20, 2004 and is headquartered in Georgetown, TX.

TSS Inc

TSS Inc. is facing intense volatility as investors weigh a shift from low-margin procurement to higher-growth AI systems integration, fueling debate over the company's reliance on a single major partner. While the community is divided by heavy losses and management skepticism, some investors see a long-term opportunity, pointing to increased headcount and potential expansion as signs of an AI infrastructure turnaround.

Workday, Inc. engages in the development of enterprise cloud applications for finance and human resources. The firm delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. It operates through the Cloud Applications segment. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is experiencing significant volatility following reports that private equity firm Silver Lake is in preliminary acquisition talks, a development that has triggered a broad rally across the SaaS sector as investors re-evaluate the resilience of enterprise software. Community sentiment remains sharply divided between bulls who see this as validation of the industry's value and bears who question the deal's viability and long-term sector sustainability.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXO Inc. is trending as investors weigh recent revenue-beating earnings and news of Invesco crossing the 5% ownership threshold against concerns over operational leverage and the lack of a traditional earnings call. The community remains deeply divided, with some long-term investors pointing to the company's aggressive acquisition strategy as a precursor to future growth, while others express frustration over share price underperformance and a lack of direct communication from management.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle is experiencing a strong rally driven by institutional accumulation and renewed legislative optimism regarding the Clarity Act, as traders bet on a potential breakthrough following recent high-level compromises. The stock is gaining momentum as investors weigh its pivot toward AI-integrated financial infrastructure against the competitive landscape of stablecoin adoption.

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 experiencing intense volatility as investors weigh a strong record backlog and growth outlook against concerns over cash burn and execution timelines ahead of upcoming earnings. The community remains deeply divided, with bulls pointing to the company's expanding commercial and national security contracts as long-term value, while bears focus on dilution risks and skepticism regarding the timing of mission executions.

Fundrise Innovation Fund LLC operates as a non-diversified, closed-end management investment company. It invests in growing tech companies to help them expand and generate profits. The company was founded on June 7, 2021 and is headquartered in Washington, DC.

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

VCX is experiencing significant volatility and renewed community attention as investors debate the impact of the upcoming share lockup expiration, which has sparked intense speculation about potential selling pressure versus a rebound opportunity. Many in the community are actively weighing the fund's heavy exposure to high-profile AI and space tech companies against its premium valuation relative to net asset value, leading to a polarized environment between bearish critics and bullish long-term holders.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Nu Holdings is facing volatility as traders digest the appointment of a new CFO with heavy US market experience, a move interpreted by some as a strategic step toward global expansion despite mixed reactions to recent analyst downgrades. Community discussion remains heavily polarized between bulls accumulating during the dipciting the newly approved one billion dollar share buyback program as a catalystand bearish critics skeptical of credit risks and leadership turnover.

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Highest-ranked Stocktwits-supported names in my Aug. 13 one-year equity screen: 
 
$NVO - GLP-1 volume must offset price and margin compression. 
$PGR - telematics plus fast repricing must preserve a sub-90 combined ratio. 
$TTD - the highest-upside and highest-risk case; CTV and retail-media growth must outrun ad-cycle and execution pressure. 
 
Model research, not recommendations. Long $NVO and $TTD; no position in $PGR.

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Shane Mack

StockTwits Web

Novo Nordisk A/S

Progressive Corp

Trade Desk Inc

Highest-ranked Stocktwits-supported names in my Aug. 13 one-year equity screen: 
 


 - GLP-1 volume must offset price and margin compression. 


 - telematics plus fast repricing must preserve a sub-90 combined ratio. 


 - the highest-upside and highest-risk case; CTV and retail-media growth must outrun ad-cycle and execution pressure. 
 
Model research, not recommendations. Long 