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Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is surging following a blowout earnings report where significant Azure growth and a massive increase in contracted backlog proved that enterprise AI demand remains strong and profitable. The community is buzzing with bullish sentiment as short sellers are forced to cover, fueling a massive rally that has shifted the narrative from AI spending concerns to long-term infrastructure scalability.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is at the center of intense debate as investors weigh its aggressive AI infrastructure spending against broader cloud growth expectations heading into earnings. While some community members are concerned that capital expenditures could pressure the stock if they outpace monetization, others remain bullish on the long-term potential of AWS and the company's expanding AI services.

Fermi, Inc. engages in the development of energy infrastructure. It intends to develop an energy and data center development campus to support the needs of to-be-built AI infrastructure. The company was founded by Rick Perry, Toby Neugebauer and Griffin Perry on January 10, 2025 and is headquartered in Amrillo, TX.

Fermi Inc

Fermi LLC

Fermi is experiencing significant volatility as investors react to a newly announced upsized convertible notes offering, leading to heavy selling pressure. While the company faces skepticism regarding its governance and lack of revenue, the community remains divided, with some betting on a short-term bounce driven by anticipation of a major tenant announcement and strategic capped call protections.

Teladoc Health, Inc. engages in the provision of telehealthcare services using a technology platform via mobile devices, the Internet, video and phone. It operates through the following segments: Teladoc Health Integrated Care, BetterHelp, and Others. The Teladoc Health Integrated Care segment offers virtual medical services. The BetterHelp segment includes virtual mental health and other wellness services. The company was founded in June 2002 by George Byron Brooks, Michael Gorton, and Gary Wald and is headquartered in New York, NY.

Teladoc Health Inc

Teladoc Health is facing significant downward pressure as investors react to a soft Q3 outlook and broader concerns about the company's path to profitability in a saturated telemedicine market. The community is actively debating the company's leadership and the sustainability of its business model, with many expressing deep skepticism about management's ability to drive growth through the current insurance-focused transition.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimune Group is facing intense scrutiny as investors weigh the regulatory path for RP1 following a critical FDA advisory committee briefing that highlighted efficacy concerns and data interpretation issues. While some market participants anticipate a potential approval based on unmet medical needs and physician support, others express skepticism regarding the company's financial runway and the viability of its clinical data.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending following the United Arab Emirates' marketing authorization for ANKTIVA across both BCG-unresponsive bladder cancer and metastatic non-small cell lung cancer, marking the drug's expansion into a 34th country. Community discourse is heavily focused on this global regulatory progress as a counterpoint to U.S. FDA delays, with investors eagerly monitoring the upcoming quarterly earnings for evidence of revenue acceleration and potential further strategic partnerships.

Roblox Corp. engages in the provision of online gaming services. Its platform consists of Roblox Client, Roblox Studio, and Roblox Cloud. Roblox Client is an application that allows users to explore 3D digital worlds. Roblox Studio is the toolset that allows developers and creators to build, publish, and operate 3D experiences and other content accessed with Roblox Client. Roblox Cloud includes the services and infrastructure that power the human co-experience platforms. The company was founded by Erik Cassel and David B. Baszucki in March 2004 and is headquartered in San Mateo, CA.

Roblox Corporation - Ordinary Shares - Class A

Roblox Corp.

Roblox is seeing heightened volatility and intense social media debate as investors weigh the impact of new safety initiatives against long-term growth potential and recent share repurchase announcements. The community remains deeply divided, with some traders hunting for a technical bottom following a sharp pullback, while others express skepticism regarding the company's path to profitability and ongoing regulatory pressures.

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

AXT Inc. is seeing intense investor focus as community members debate its role as a critical supplier of indium phosphide (InP) substrates amid volatile price action. While bullish traders point to massive supply agreements with industry players like Coherent and Lumentum as key catalysts for future growth, others are expressing concern over recent insider selling, export permit constraints, and a rapid valuation correction from recent highs.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is trending as investors aggressively position themselves ahead of the upcoming earnings release, with heavy options activity reflecting both bullish sentiment and defensive hedging. The community remains sharply divided over the sustainability of its current valuation, debating the impact of consumer demand, potential shifts in the company's hardware leasing model, and its role as a perceived safe haven in a broader tech sector facing cooling AI spending.

Phathom Pharmaceuticals, Inc. is a clinical-stage biopharmaceutical company, which engages in the development and commercialization of novel treatments for gastrointestinal diseases. The company was founded by Tadataka Yamada, David Socks, Azmi Nabulsi, Aditya Kohli, and Roger Ulrich on January 9, 2018 and is headquartered in Florham Park, NJ.

Phathom Pharmaceuticals Inc

Phathom Pharmaceuticals is experiencing heightened volatility and community debate as investors weigh the company's strong revenue growth and upcoming path to profitability against concerns regarding a recent stock offering and lingering short interest. While bulls highlight VOQUEZNA's potential to disrupt the GI market and anticipate institutional accumulation ahead of potential M&A activity, others remain cautious of the stock's historical performance and the dilution impact on shareholders.

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$AMZN 

Market has not liked the increase in capex and they have increased it...not playing ER but my guess is AWS up but Capex will dump the price.  

Apple $AAPL due to build out spend of new iPhone model and only hope for sells.  No iphone 18 will hurt.  Nobody wants a fold phone.

Luke

StockTwits For Android 

 

Market has not liked the increase in capex and they have increased it...not playing ER but my guess is AWS up but Capex will dump the price.  

Apple 

 due to build out spend of new iPhone model and only hope for sells.  No iphone 18 will hurt.  Nobody wants a fold phone.