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Invesco QQQ Trust Series 1

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is seeing intense trading activity as investors react to a significant earnings beat and an expanded multi-billion dollar share repurchase program. The community remains deeply divided and highly emotional, with many bulls calling for a major reversal while skeptics point to the stock's recent volatility and overextended price levels.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded by Keyvan Mohajer, Majid Seyed Emami and James M. Hom on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is experiencing heightened volatility and intense social media debate as investors weigh significant institutional buying and high short interest against concerns over upcoming earnings results. The community remains polarized, with bulls pointing to the potential for a massive short squeeze and long-term AI growth, while skeptics focus on ongoing cash burn and the uncertainty surrounding the pending LivePerson acquisition.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is trending following the final regulatory approval of its acquisition of SkyWater Technology, a move the community views as a pivotal step toward vertical integration and long-term hardware scalability. Investors are actively debating the impact of upcoming second-quarter earnings and the potential for a new wave of government and commercial contract announcements to drive momentum.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is experiencing significant volatility following a second-quarter earnings report where a slight revenue miss triggered a sharp sell-off despite strong profitability and optimistic future guidance. The community is deeply divided, with many traders labeling the move an overreaction and buying the dip, while others express concerns over the stock's high valuation and potential regulatory headwinds.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

Western Digital shares are facing volatility as the memory sector grapples with broader AI infrastructure spending concerns and negative read-throughs from global peers. Community discussion remains polarized, with many investors debating whether this pullback represents a fundamental shift in memory demand or a temporary reset in a long-term AI-driven growth cycle.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is facing heightened volatility and intense scrutiny as investors weigh the impact of rising competition from prediction markets like Kalshi and Polymarket on its core sports betting business. The community remains deeply polarized, with active debate surrounding Michael Burry's position, potential regulatory shifts, and whether current price levels represent a deep-value buying opportunity ahead of key earnings results.

Figma, Inc. is an AI-powered digital design and product development platform. The firm offers tools for teams to collaborate on the entire lifecycle of software creation. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is rallying as traders highlight a massive short interest of over 40%, fueling speculation of a potential short squeeze ahead of its August earnings report. The community is focused on strong institutional call buying and positive analyst sentiment, with many arguing that Figma's AI-integrated workflow is driving growth rather than causing obsolescence.

Fluence Energy, Inc. engages in energy storage products and services, and artificial intelligence-enabled digital applications for renewables and storage. Its storage includes Smartstack, Gridstack Pro, Grisdtack, and Ultrastack. The company was founded on June 21, 2021, and is headquartered in Arlington, VA.

Fluence Energy Inc - Ordinary Shares - Class A

Fluence Energy is currently under heavy selling pressure and volatility as investors react to significant insider selling and skepticism regarding the company's margin expansion and execution of hyperscaler contracts. While the community remains divided between those viewing the pullback as a buying opportunity based on AI infrastructure tailwinds and those frustrated by the lack of profitable growth, the stock continues to be heavily influenced by bearish short interest and sector-wide sentiment.

T1 Energy, Inc. engages in providing energy solutions focused on solar module and solar cell manufacturing. It focuses on building an integrated U.S. supply chain for solar and batteries. The company was founded by Tom Einar Jensen, Peter Matrai, and Tore Ivar Slettemoen on August 31, 2023 and is headquartered in Austin, TX.

T1 Energy Inc.

T1 Energy is experiencing extreme volatility as investors express frustration over delayed financing for the company's G2 Austin facility and ongoing project cost concerns, fueling intense community debate about the stock's future. While some remain bullish on the long-term potential for domestic solar manufacturing to support AI energy demands, many are actively monitoring technical support levels and reacting sharply to the stock's significant pullback from its previous highs.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Joby Aviation is trending as investors weigh recent strategic partnerships with Virgin Atlantic against concerns over cash burn and stock dilution ahead of the company's upcoming earnings. The community remains deeply divided, with bulls pointing to the company's progress toward FAA certification and commercial launch milestones, while bears are aggressively betting against the stock, highlighting downward pressure from institutional algorithmic trading and the company's historical share price decline.

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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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$LRCX $AVGO $AMAT $KLAC  $ASML  etc....my thoughts for 1m 5s while sipping alcohol, smoking and posting.  
 
Because the price action in these names and semis broadly has been pure, massive AI-fueled parabolic runs, then a violent July washout that looked existential, followed by an equally sharp rebound that makes holding through it feel like crossing into another dimension. The fundamentals never really broke. AI memory tightness, HBM, advanced packaging, and CapEx visibility remained the story but the path was absurdly discontinuous, who the the fuck asks for a martini and doesn&#39;t offer olives, let&#39;s get real. Classic semi-equipment rollercoaster amplified by AI hype cycles and wallstreet marrtini drinkers, that coke it up in the bathrooms while their dates looks trans-like. I&#39;m just bullish.skip my rant.

R.W.

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Lam Research Corp.

Broadcom Inc

Applied Materials Inc.

KLA Corp.

ASML Holding NV

  etc....my thoughts for 1m 5s while sipping alcohol, smoking and posting.  
 
Because the price action in these names and semis broadly has been pure, massive AI-fueled parabolic runs, then a violent July washout that looked existential, followed by an equally sharp rebound that makes holding through it feel like crossing into another dimension. The fundamentals never really broke. AI memory tightness, HBM, advanced packaging, and CapEx visibility remained the story but the path was absurdly discontinuous, who the the fuck asks for a martini and doesn't offer olives, let's get real. Classic semi-equipment rollercoaster amplified by AI hype cycles and wallstreet marrtini drinkers, that coke it up in the bathrooms while their dates looks trans-like. I'm just bullish.skip my rant.

DelmonicaPerez

@skcots_13 you forgot to lead off with... &quot;for your fkn approval&quot; of course.

 you forgot to lead off with... "for your fkn approval" of course.

@Whiskeyunderthebed  Although famously linked to The Twilight Zone, Rod Serling actually only said the exact phrase &quot;Submitted for your approval&quot; three times in the entire series. I said it much more over ten times for the bears while posting.

  Although famously linked to The Twilight Zone, Rod Serling actually only said the exact phrase "Submitted for your approval" three times in the entire series. I said it much more over ten times for the bears while posting.