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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is trending downwards as investors react to the company's earnings report, which included a significant one-time tax charge and forecasts of increased capital expenditures for AI development. The community is debating whether this decline presents a buying opportunity or signals concerns about future profitability and spending discipline. Some believe the market is overreacting to a non-recurring event, while others worry about the long-term implications of Meta's aggressive AI investments.

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 C

Fueled by growing anticipation for its upcoming earnings report, GOOG is trending as the community discusses the potential impact of AI advancements and cloud services on its revenue. Positive sentiment is building around Google's core businesses, with some analysts raising price targets ahead of the report. Traders are also closely watching for updates on Google's AI strategy and partnerships, particularly regarding quantum computing.

ARB IOT Group Ltd. is a holding company that engages in the provision of solutions for the integration of IoT systems and devices. It operates through the Internet of Things and Investment Holding and Others segments. The company was founded on March 1, 2022 and is headquartered in Singapore.

ARB IOT Group Ltd

ARBB is trending due to after-hours momentum and a low float, sparking community interest in a potential short squeeze. Discussions revolve around its potential to reach higher price levels, with some comparing it to other recent high-flying stocks. However, caution is advised as some traders are calling it a pump and dump scheme.

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 mixed reactions to earnings, with revenue and EPS exceeding expectations but Azure growth guidance causing concern. Community discussions revolve around the impact of increased AI spending and its potential dilution, alongside anticipation for analyst upgrades. The broader market context involves mega-cap tech earnings and geopolitical factors influencing trade.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle's stock is trending downwards after disappointing earnings and lowered guidance, with concerns about declining customer traffic and macroeconomic pressures. The community is discussing whether the stock is oversold and if a significant bounce is likely. Many express concerns about high prices, reduced portion sizes, and declining food quality impacting the brand's popularity.

Vanguard Group, Inc. - Vanguard Total Stock Market ETF

Vanguard Total Stock Market ETF

VTI is trending due to a mix of political and economic factors, including discussions around Trump's policies and their impact on various sectors. Community members are debating the potential effects of tariffs, trade deals, and government actions on market stability and individual companies. There's also active discussion about the Federal Reserve's interest rate decisions and their implications for future economic growth.

Emergent BioSolutions Inc. engages in the development, manufacture, and commercialization of medical countermeasures. It operates through the following segments: Commercial Product Sales, MCM Product Sales, and Services. The Commercial Product Sales segment includes NARCAN products and other commercial products that were sold as part of the travel health business. The MCM Product Sales segment focuses on the Anthrax - MCM products, Smallpox - MCM products and other products. The Services segment consists of the company’s Bioservices offerings. It offers products for civilian and military populations that address accidental, intentional, and naturally occurring public health threats. The company was founded by Fuad El-Hibri on September 5, 1998 and is headquartered in Gaithersburg, MD.

Emergent Biosolutions Inc

Emergent BioSolutions is trending after a surprise Q3 profit and upgraded guidance sparked bullish sentiment among retail traders. The community is focused on a potential short squeeze, with some anticipating a re-rating of the stock. Optimism is fueled by discussions of debt repayment, potential buyouts, and the company's future revenue prospects.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf ($WULF) is trending amid discussions of its recent $900M convertible note offering and its implications for dilution and growth, with community members debating the bullish and bearish interpretations of the financing structure. Bullish sentiment highlights the potential for expansion in AI and data centers, while bears focus on the risk of short-term price decline. The conversation also includes speculation around potential partnerships with major players like Google.

This is a legacy token commemorating the pseudonym Satoshi Nakamoto.

Satoshi Nakamoto

$SATOSHI is trending as the 'Bitcoin of memes,' sparking excitement about its potential within the crypto space; the community rallies behind the narrative that 'We are all Satoshi.' Anticipation is building for upcoming events that could further propel the token's visibility and adoption.

Sprouts Farmers Market, Inc. engages in the operation of healthy grocery stores. The firm specializes in fresh, natural and organic products. Its products include fresh produce, bulk foods, vitamins and supplements, grocery, meat and seafood, deli, bakery, dairy, frozen foods, body care and natural household items. The company was founded by Stan Boney, Shon Alexander Boney, and Kevin K. Easler on July 11, 2002 and is headquartered in Phoenix, AZ.

Sprouts Farmers Market Inc

Sprouts Farmers Market is trending as the community discusses the recent share repurchase authorization of $1 billion. While some investors see this as a bullish signal and buying opportunity, others express concerns about lowered guidance and potential challenges ahead for the grocery chain, drawing comparisons to sector averages. The debate centers on whether the buyback will offset concerns about the company's growth prospects and valuation.

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AI Stocks: Bubble or Boom Ahead?

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Shares of Vertiv (VRT) fell sharply on Thursday following Amazon’s (AMZN) announcement that it had developed its own cooling system tailored to support Nvidia’s (NVDA) high-performance chips.<a href="https://stocktwits.com/symbol/VRT">Vertiv’s stock</a> fell over 10% in morning trade but trimmed its decline to 6% by midday. Despite the slump, retail sentiment on Stocktwits surged to ‘bullish’ from ‘bearish’ a day ago as chatter exploded to ‘high’ levels from ‘low’ during the same period. The stock was among the top trending tickers on the platform.Meanwhile,&nbsp;<a href="http://stocktwits.com/symbol/AMZN">Amazon’s stock</a> traded near the flatline, edging lower by 0.14% in midday trade on Thursday. Retail sentiment around the stock continues to trend in ‘extremely bullish’ territory as compared to a day ago, amid ‘high’ levels of chatter.The drop in Vertiv’s stock was triggered by Amazon Web Services' (AWS) new In-Row Heat Exchanger (IRHX), a proprietary system built to meet the thermal demands of Nvidia’s Blackwell GPUs, launched on Wednesday. The product would compete with Vertiv’s range of cooling technologies for data centers, including its liquid-based CoolPhase Flex platform.The new AWS system combines air and liquid cooling methods and was developed in partnership with Nvidia. The system combines liquid and air-based components, circulating coolant to GPU chips through cold plates while removing heat via fan-coil arrays.In a blog&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://aws.amazon.com/blogs/machine-learning/aws-ai-infrastructure-with-nvidia-blackwell-two-powerful-compute-solutions-for-the-next-frontier-of-ai/">post</a>, AWS Vice President Dave Brown said traditional solutions were either too water-intensive or required significant space, making them less viable for the company’s high-density AI workloads.AWS' new P6e-GB200 UltraServers, which are powered by Nvidia Grace Blackwell superchips, are specifically designed to handle the most sophisticated artificial intelligence models, Brown said.The custom solution would allow AWS to accommodate Nvidia’s heat-intensive GPU racks without requiring major data center renovations. The project moved from concept to production within just 11 months.&nbsp;Vertiv’s stock has gained 4% so far this year and 30% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/goldman-warns-dollar-safe-haven-role-is-fading-under-trump-trade-war/ch8GJJ2R5ki">Goldman Warns Dollar’s Safe-Haven Role Is Fading Under Trump’s Trade War</a>

 In this photo illustration, the logo of Vertiv Holdings Co is displayed on a smartphone screen. (Photo illustration by Cheng Xin/Getty Images)

Vertiv Stock Drops After Amazon Unveils Competing Custom Cooling Tech For Nvidia Chips

Amazon Web Services’ new In-Row Heat Exchanger (IRHX) allows it to accommodate Nvidia’s heat-intensive GPU racks without requiring major data center renovations. The project moved from concept to production within just 11 months. 

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Super Micro Computer Inc.(SMCI) on Monday said it has begun taking orders for its latest AI-focused server systems, equipped with NVIDIA Corp.’s (NVDA) RTX PRO 6000 Blackwell GPUs.&nbsp;This latest&nbsp;product range aims to offer scalable and performance-tuned computing systems suitable for everything from centralized data centers to edge deployments.Super Micro’s lineup introduces over 20 systems powered by the RTX PRO 6000 Blackwell Server Edition GPUs, designed to handle demanding tasks like generative AI, advanced graphics rendering, video content creation, and interactive media development.&nbsp;The company’s&nbsp;Nvidia-certified systems are built to work with Nvidia’s full AI stack, including networking, storage, and software tools, simplifying AI factory deployment.&nbsp;Using Nvidia’s Blackwell GPUs, organizations can minimize the server footprint needed for complex AI tasks, including analytics, automation, and retail operations,&nbsp;reducing the overall cost of AI deployment.Super Micro provides different system formats, from high-capacity 5U GPU servers to compact 3U edge solutions and secure rackmount workstations, giving businesses flexibility to tailor AI infrastructure to their specific needs."Super Micro's Data Center Building Block Solutions is the ideal platform for collaboration with NVIDIA Enterprise AI Factory validated designs based on the Blackwell architecture,” said Super Micro’s President and CEO Charles Liang.“Together, we will help enterprises ramp up AI adoption by building their own Enterprise AI Factories, accelerating AI inference, AI development, simulation, and graphics workloads for faster time-to-revenue."Super Micro’s offerings have expanded to&nbsp;over 100 systems powered by Nvidia’s GPUs, such as the RTX PRO 6000 Blackwell, H200 NVL, H100 NVL, L40S, and L4.&nbsp;On Stocktwits, retail sentiment around Super Micro stayed in ‘extremely bullish’ territory.<figure class="image"><img style="aspect-ratio:639/77;" src="https://news.stocktwits-cdn.com/Screenshot_2025_05_19_084515_png_6210824b14.webp" alt="SMCI's Sentiment Meter and Message Volume as of 08:45 a.m. ET on May 19, 2025 | Source: Stocktwits" width="639" height="77"><figcaption>SMCI's Sentiment Meter and Message Volume as of 08:45 a.m. ET on May 19, 2025 | Source: Stocktwits</figcaption></figure>A bullish Stocktwits user recommended buying the stock <stembedurl>https://stocktwits.com/lifeonthewater/message/615077825</stembedurl><a href="https://stocktwits.com/symbol/SMCI">Super Micro</a> stock has added over 51% in 2025 but declined 49% in the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/zoom-analyst-predicts-q1-beat/ch0cmvLRbFo">Zoom Analyst Predicts Q1 Beat But Chooses To Stay On Sidelines: Retail Factors In Muted Stock Reaction</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Charles Liang, president and CEO ofmotherboard assembler Supermicro Computer Inc(Photo by MediaNews Group/The Mercury News via Getty Images)

Super Micro Expands AI Server Line With Nvidia’s Blackwell Chips: Retail Bull Sees Long-Term Gains

Super Micro launched over 20 RTX PRO 6000 Blackwell-powered AI systems to support advanced workloads across data centers and decentralized environments and cut costs.

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