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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is trending as investors digest an $8.5 billion financing deal aimed at scaling AI infrastructure, despite broader market volatility and selling pressure from high-profile insiders. The community is actively debating the company's heavy debt load and long-term viability against its massive contracted backlog and hyperscaler partnerships.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is currently driving intense community discussion and high volatility as investors weigh the stock's massive long-term potential in AI infrastructure against macro-driven price swings. Sentiment remains sharply divided between bulls confident in the company's hyperscaler partnerships and fundamental growth, and those closely monitoring short interest and potential geopolitical risks affecting the broader tech sector.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is currently trending as investors navigate a significant supply chain warning regarding capacity bottlenecks at TSMC, which could impact the scaling of AI hardware. Despite this, sentiment remains anchored by the company's strong strategic positioning in custom silicon and its recent massive defense-sector contract, creating a tug-of-war between supply-side constraints and long-term institutional demand.

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 surge in investor confidence driven by a strategic buyback of its stake in Ireland's Fab 34 and analyst upgrades, signaling a potential turnaround in manufacturing capacity and competitive foundry positioning. The community is actively debating the stock's long-term potential as a cornerstone of US semiconductor infrastructure, with bulls focusing on upcoming partnership announcements while keeping a close watch on broader geopolitical tensions.

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 facing a significant market revaluation as institutional investors rotate capital amid concerns over the timeline for Agentic AI revenue realization. While the community remains split between those scaling into the pullback and others rotating into more immediate AI infrastructure winners, the stock remains a central point of debate regarding the transition from traditional IP licensing to long-term silicon-based AI architecture.

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 seeing intense speculative trading activity as investors react to volatile geopolitical headlines and shifting sentiment around the AI infrastructure cycle. The stock has become a focal point for active debate, with the community split between those anticipating a tactical short squeeze driven by retail buying and those concerned that macroeconomic instability will trigger a broader pullback.

RAGE GUY (RAGE) is a cryptocurrency inspired by the Rage Guy meme, one of the earliest and most recognizable characters from internet rage comics. The project captures the cultural legacy of early meme history and brings it onto the blockchain in tokenized form. It is designed as a community-driven digital asset that celebrates internet culture, nostalgia, and the role memes play in shaping online communities.

Rage Guy

Rage Crypto is trending as community members rally behind the iconic, original internet meme culture, emphasizing a long-term 'bagworking' strategy and the utility of their restored meme-creation platform. Supporters are actively promoting the token as an inevitable, undervalued asset within the broader Solana meme ecosystem, driven by high-conviction narratives of long-term growth and community-led development.

Applied Digital Corporation

Applied Digital is trending as investors position themselves ahead of the upcoming earnings release and anticipate potential announcements regarding a major hyperscaler deal. While geopolitical tensions in the Middle East have introduced volatility, the community remains intensely focused on the company's infrastructure growth, site construction progress, and the potential for a significant short squeeze.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending as shares face downward pressure following a landmark court verdict that held the company liable for platform design features contributing to social media addiction, compounded by broader market sensitivity to geopolitical tensions. Investors are also actively analyzing the impact of Google's new TurboQuant technology on semiconductor demand and navigating ongoing news regarding the company's strategic infrastructure investments and partnerships.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is facing significant selling pressure and heightened volatility as investors weigh aggressive share dilution against the company's potential to scale as an AI infrastructure platform. The community remains deeply divided, with bulls pointing to the company's massive power pipeline and upcoming capacity energization, while bears highlight concerns over capital expenditures, lack of near-term deal flow, and broad market macro instability.

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 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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$COKE gross margin already declined last Q because of aluminum. Delivery ~12% of revenue and a large part of that is fuel 
 
https://www.wsj.com/business/tariffs-strained-u-s-aluminum-supplies-now-the-iran-war-is-making-it-worse-9d2071a2

Tim Calder

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Stocks_and_Stacks

$COKE bought this at ~12x LTM EPS that was rising rapidly a few years ago. Now trading at ~26x LTM EPS that probably falls or is flat next year as diesel and resin/aluminum (for bottles/cans) costs cause GM to fall. ASP growth has already stalled so that is an unlikely offsetting lever 
 
Added as a recession and commodity hedge

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Coca-Cola Consolidated Inc

Jack Suwo

 gross margin already declined last Q because of aluminum. Delivery ~12% of revenue and a large part of that is fuel 
 
