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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 trending following a strong quarterly earnings report featuring revenue growth that beat analyst expectations and raised full-year guidance, fueled by accelerating enterprise adoption of its AI-powered features. Community sentiment is heavily focused on a potential short squeeze, with investors highlighting significant short interest and arguing that the companys strong net dollar retention and essential role in design workflows prove its long-term value despite broader market concerns about AI competition.

Trio-Tech International engages in the provision of third-party semiconductor testing and burn-in services. It operates through the following segments: Semiconductor Back-End Solutions (SBS) and Industrial Electronics. The SBS segment is focused on the sale of burn-in and reliability test equipment used in the back-end manufacturing processes of semiconductors. Its equipment includes burn-in systems, burn-in boards, and related equipment that is used in the testing of structural integrity of integrated circuits. The Industrial Electronics segment consists of designing, manufacturing, and distributing a range of tests, processes, and other equipment used in the manufacturing processes of customers in various industries in the consumer and industrial market. The company was founded in 1958 and is headquartered in Los Angeles, CA.

Trio-Tech International

Trio-Tech International is trending as investors highlight its impressive revenue growth and positioning within the AI GPU and EV semiconductor reliability testing sectors. The community is actively debating the company's valuation gap relative to more established peers, with many viewing it as an undervalued play as it expands its capacity in Malaysia to meet rising demand.

Gemini Space Station, Inc. is a holding company, which offers a mobile and web based crypto asset exchange platform, proprietary wallet infrastructure and custody solutions, over-the-counter trading solutions tailored to institutions and professionals, a digital art auction platform, a proprietary United States dollar backed stablecoin, and a credit card product that offers crypto asset rewards on customer purchases. The company was founded by Tyler Winklevoss and Cameron Winklevoss in 2014 and is headquartered in New York, NY.

Gemini Space Station Inc. - Ordinary Shares- Class A

Gemini Space Station

Gemini Space Station is seeing a sharp surge in market interest, driven by a recent capital injection from its founders and broader positive sentiment surrounding crypto-linked assets. Community members are actively debating the sustainability of this rally, with intense discussion around high short interest and the potential for a short squeeze as investors weigh the company's recent earnings results against ongoing legal headwinds.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

Boost Run Inc. is seeing significant trading activity following its de-SPAC transition and the announcement of a strategic partnership with CDW, with investors highlighting its potential as an undervalued AI infrastructure play compared to peers like Nebius. The community is actively debating the stock's tight share structure, lack of shareholder redemptions, and future revenue contracts, with many focusing on its performance as an NVIDIA-certified cloud partner.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

Investors are closely monitoring Treasury bonds as yields approach critical levels, fueled by a complex mix of geopolitical tensions in the Middle East and concerns over persistent inflation. The community is actively debating the potential for a regime change at the Federal Reserve to drive a long-awaited bond market recovery while balancing risks of an ongoing fiscal deficit and stock market volatility.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

The iShares Silver Trust is experiencing significant volatility and trading interest, driven by a combination of industrial demand for AI infrastructure and speculation regarding global supply chain constraints. Community discourse is highly polarized, with many traders debating whether this movement represents a sustainable breakout supported by structural scarcity or another cyclical shakeout influenced by broader macroeconomic tensions.

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 trending as investors digest news of the company exploring new AI startup acquisitions to diversify its strategy beyond OpenAI, while the community intensely debates its recent price consolidation and potential for a rotation out of overextended semiconductor stocks. Many are focused on key technical levels, closely monitoring whether the stock can break out of its current range and sustain momentum amid ongoing discussions about its long-term enterprise value.

The Home Depot, Inc. engages in the sale of building materials and home improvement products. Its products include building materials, home improvement products, lawn and garden products and décor products. The firm operates through the following geographical segments: U.S., Canada and Mexico. It offers home improvement installation services, and tool and rental equipment. The company was founded by Bernard Marcus, Arthur M. Blank, Kenneth Gerald Langone and Pat Farrah on June 29, 1978 and is headquartered at Atlanta, GA.

Home Depot, Inc.

Home Depot is trending as investors weigh mixed earnings results and cautious forward guidance against the company's dividend hike and ongoing strategic shift toward professional contractors. The community is sharply divided, with some betting on a long-term turnaround fueled by deferred housing maintenance, while others remain bearish due to persistent inflation, high interest rates, and cooling consumer discretionary spending.

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 trending as institutional investors and the community react to blowout earnings and a series of major price target upgrades from analysts, fueling bullish momentum. Investors are actively discussing the stock's parabolic trajectory and debating whether the current infrastructure expansion justifies its rapid valuation growth versus the potential for future capital raises.

FuelCell Energy, Inc. engages in the business of developing, designing, producing, constructing, and servicing high temperature fuel cells for clean electric power generation. It operates through the following geographical segments: the United States, South Korea, and Europe. The company was founded by Bernard Baker and Martin G. Klein in 1969 and is headquartered in Danbury, CT.

Fuelcell Energy Inc

FuelCell Energy is experiencing a surge in interest as investors focus on its potential to provide reliable, grid-independent power for rapidly expanding AI data center infrastructure. The community is actively debating the company's growth pipeline and scaling capabilities, while closely watching for catalysts like potential new contract signings to validate the stock's recent upward momentum.

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Truist Views Arista Networks (ANET)'s Post-Q1 Sell-Off As An Attractive Buying Opportunity

Truist Views Arista Networks (ANET)'s Post-Q1 Sell-Off As An Attractive Buying Opportunity...

Arista vs. Jabil: Which AI-Driven Tech Stock Looks Stronger Now?

JBL's AI data center exposure, AI/ML process upgrades and lower valuation make it a stronger AI-driven tech stock compared with ANET.

Ciena Up 90% in 3 Months: Should Investors Still Buy the Stock?

CIEN is riding AI-driven demand and cloud adoption as hyperscalers boost optical network spending and Ciena expands its market share.

Cisco Is Up 17% Today: Is It Outperforming Other Networking Stocks Like Hewlett Packard Enterprise and Arista Networks?

Cisco Is Up 17% Today: Is It Outperforming Other Networking Stocks Like Hewlett Packard Enterprise and Arista Networks...

<ul class="summary-bullets"><li>CSCO expects revenue between $16.7 billion and $16.9 billion, higher than analyst expectations of $15.8 billion for the quarter ending July.&nbsp;&nbsp;</li><li>Cisco made the job cuts in order to raise spending on silicon chips, fiber optics, and security.&nbsp;</li><li>Cuts will result in as much as $1 billion in severance costs.</li></ul>Cisco (<a href="https://stocktwits.com/symbol/CSCO">CSCO</a>) shares hit record highs on Wednesday and soared nearly 20% after-hours after the company’s earnings and revenue guidance for the quarter ending July broke past analyst expectations,&nbsp;while job cuts in favor of repurposing spending on AI-related services aided sentiment.&nbsp;CSCO’s revenue increased 12% in the quarter ended April 25 to $15.8 billion from $14.15 billion a year earlier, beating expectations of $15.6 billion. Net income rose to $1.06 per share, higher than the $1.04 expected as per data from&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://fiscal.ai">Fiscal.ai</a>.&nbsp;The networking hardware firm sees its revenue for the quarter ending July to be $16.7 billion to $16.9 billion, higher than market expectations of $15.8 billion, as per Fiscal.ai. Excluding some items, earnings will be roughly $1.16 to $1.18 a share. Analysts expect a profit of $1.07 a share.<h2 class="st-heading-2">CSCO Layoffs&nbsp;</h2>Chief Executive Officer Chuck Robbins announced in a separate&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://blogs.cisco.com/news/our-path-forward">blog post</a> that the company will lay off 4,000 employees, which is roughly less than 5% of its workforce.&nbsp;“The companies that will win in the AI era will be those with focus, urgency, and the discipline to continuously shift investment toward the areas where demand and long-term value creation are strongest,” he said.&nbsp;“While we are reducing roles in some areas, we are making clear, strategic investments,” Robbins added. Plans include boosting spending on silicon chips, fiber optics, security, and the use of AI by its own employees, he said.&nbsp;Cisco said in a filing that severance and other costs will result in pre-tax charges of $1 billion, and that the company will recognize about $450 million of that in the fiscal fourth quarter.&nbsp;<h2 class="st-heading-2">CSCO AI Guidance&nbsp;</h2>Cisco reported receiving $5.3 billion in orders for hyperscaler and AI infrastructure so far this year. Consequently, the company raised its order expectations for the current fiscal year to $9 billion, up from the previously projected $5 billion. Additionally, Cisco now anticipates fiscal-year revenue in this market to reach $4 billion, an increase from its earlier $3 billion forecast.Cisco intends to function in the AI networking space.&nbsp;Key rivals include Arista Networks (<a href="https://stocktwits.com/symbol/ANET">ANET</a>), Juniper Networks, which was recently taken over by Hewlett Packard (<a href="https://stocktwits.com/symbol/HPE">HPE</a>), and Broadcom (<a href="https://stocktwits.com/symbol/AVGO">AVGO</a>).&nbsp;<h2 class="st-heading-2">CSCO Retail View&nbsp;</h2>Retail sentiment on Stocktwits was “extremely bullish” with “extremely high” message volumes.One user expressed bullishness by saying that if a trader can’t make money when CSCO goes up, there is a problem.&nbsp;<stembedurl>https://stocktwits.com/Zcarguy/message/653306279</stembedurl>Another user was awaiting analyst ratings on Cisco following the stellar earnings.&nbsp;<stembedurl>https://stocktwits.com/watchfilingdocuments/message/653306333</stembedurl>The stock has gained 32% year-to-date.&nbsp;Read More:<a href="https://stocktwits.com/news-articles/markets/equity/kevin-warsh-is-the-us-fed-s-17th-chairperson-senate-approves/cZXLHqxReKp"> Kevin Warsh Is The US Fed’s 17th Chairperson, Senate Approves</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

CSCO Stock Soars To Record Highs Amid Expectation Beating Guidance, Job Cut Announcement

Cisco to cut 4,000 jobs, which is less than 5% of the total employee base.

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Why Arista Networks (ANET) Is a Key Networking Play for AI Data Centers

Why Arista Networks (ANET) Is a Key Networking Play for AI Data Centers...

Investors Heavily Search Arista Networks, Inc. (ANET): Here is What You Need to Know

Arista Networks (ANET) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

The Zacks Analyst Blog  Cisco, Arista Networks, Dell and Hewlett 

CSCO heads into earnings with AI networking demand, strong product orders and hyperscaler momentum fueling double-digit revenue growth hopes.

Buy Cisco Stock Ahead of Q3 Earnings? Here's What to Know

CSCO heads into May 13 results with strong AI networking demand, but rivals ANET, DELL and HPE keep competitive pressure on.


Can Arista Tide Over Supply-Chain Shortcomings to Revive Its Mojo?

ANET beat Q1 expectations, but supply shortages could squeeze margins for 1-2 years as it locks in multi-year vendor commitments.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include Core, Cognitive Adjacencies, and Network Software and Services. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	$0.88	--	--	N/A
Q1 '26	$0.81	$0.87	7.66%	BEAT
Q4 '25	$0.76	$0.82	8.24%	BEAT
Q3 '25	$0.72	$0.75	4.77%	BEAT
Q2 '25	$0.65	$0.73	12.44%	BEAT

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