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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. 

NBIS is trending due to a recent pullback, prompting debate among investors about whether it represents a buying opportunity or a sign of deeper issues. Community discussions revolve around the stock's support levels, potential for a rebound, and the influence of broader market trends. Some investors remain confident in the company's long-term prospects within the AI and data center sectors, citing significant contracts and growth potential.

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), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), 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 NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. 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 ($INTC) is trending after a strong earnings report, beating expectations and forecasting continued growth. The community is discussing the potential for a short squeeze, the impact of government investments, and new partnerships. Many express confidence in the company's turnaround and future prospects in the semiconductor industry.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum is trending amid speculation and a now-denied report about potential US government investment in quantum computing companies, fueling high trading volume. Community chatter focuses on whether this is a buying opportunity or a pump and dump scheme, while some highlight D-Wave's existing technology and government connections. The stock's volatility reflects broader interest and skepticism surrounding the quantum computing sector.

Dog (Bitcoin) is a fully decentralized memecoin on the Bitcoin blockchain, backed by a community dedicated to onboarding millions of people to Bitcoin.  Dog is secured by the Bitcoin blockchain and exists on Bitcoin L1, marking a significant innovation compared to Bitcoin with just BTC. Dog is a Bitcoin Runes token with a minimal on-chain footprint, native to Bitcoin, and stored in UTXOs, just like Bitcoin.   What is the project about?  Dog does not do any paid promotion and is fully decentralized just like Bitcoin. Every influencer who chooses to post about Dog either received the airdrop or bought on secondary. Dog leverages the CC0 license to ensure that Dog is not owned by any single entity but rather by everyone. This had lead to the "DOG Army" independently creating art, apps, lotteries, plushies, websites, podcast, magazines, X account, IRL meetups, clothing lines, PFP collections, Telegram groups, and TikTok/Instagram about Dog.  What makes your project unique?  Dog was airdropped in the fairest memecoin launch ever. In early 2024, the Bitcoin Ordinals ecosystem came together in a full volunteer initiative that rewarded early adopters of the Ordinals Protocol. There was no team allocation, and 100% of the supply was airdropped for free. The airdrop algorithm favored neither whales nor influencers; it was determined by the community and made open-source for maximum transparency.

Dog (Bitcoin)

$DOG is trending as the community rallies around its fair launch and decentralized nature on the Bitcoin blockchain. Community members highlight its resilience during market corrections and tout the growing adoption by major players, like C2 Blockchain, accumulating $DOG for its treasury. The 'Dog Army' is actively pushing for broader exchange listings and celebrating its unique position within the Bitcoin ecosystem.

Newmont Corp. engages in the exploration and acquisition of gold properties, containing copper, silver, lead, zinc or other metals. It operates through the following geographical segments: Canada, Mexico, Suriname, Argentina, Peru, Australia, Papua New Guinea, Ghana, and U.S. The company was founded by William Boyce Thompson on May 2, 1921 and is headquartered in Denver, CO.

Newmont Corp

Newmont (NEM) is trending as investors digest recent Q3 earnings, which beat expectations despite a drop in gold prices impacting the stock. Community discussions revolve around the CEO's performance on the earnings call and the potential for manipulation by HFs. Despite mixed sentiment, many see long-term value, citing strong earnings and revenue beats.

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

GOOG is trending due to the announcement of a major cloud deal with Anthropic and a breakthrough in quantum computing. Community discussions revolve around the implications of these developments for Google's AI capabilities and potential competition.  Some traders are discussing call options and potential price targets amidst the positive news.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is trending as the community debates the stock's reaction to recent earnings and future prospects, particularly regarding AI and robotics. Discussions include Elon Musk's compensation package and its potential impact, as well as speculation about market manipulation. Community sentiment is divided between bulls citing long-term potential and bears pointing to valuation concerns.

Deckers Outdoor Corp. engages in the business of designing, marketing, and distributing footwear, apparel, and accessories developed for both everyday casual lifestyle use and high performance activities. It operates through the following segments: UGG Brand, HOKA Brand, Teva Brand, Sanuk Brand, Other Brands, and Direct-to-Consumer. The UGG Brand segment offers a line of premium footwear, apparel, and accessories. The HOKA Brand segment sells footwear and apparel that offers enhanced cushioning and inherent stability with minimal weight, originally designed for ultra-runners. The Teva Brand segment focuses on the sport sandal and modern outdoor lifestyle category, such as sandals, shoes, and boots. The Sanuk Brand segment originated in Southern California surf culture and has emerged into a lifestyle brand with a presence in the relaxed casual shoe and sandal categories. The Other Brands segment includes the Koolaburra by UGG brand. The Direct-to-Consumer segment consists of retail stores and e-commerce websites. The company was founded by Douglas B. Otto in 1973 and is headquartered in Goleta, CA.

Deckers Outdoor Corp.

Deckers Outdoor (DECK) is trending as investors assess its future following recent earnings and guidance. Community discussions revolve around concerns about slowing growth and the potential impact of tariffs, despite a solid earnings report. Some see the dip as a buying opportunity, citing the company's strong brands and potential for stock buybacks, while others express caution due to market uncertainty and broader economic factors.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer's stock is trending downwards amidst community frustration over consistently missed revenue forecasts and concerns about management's credibility, despite reiterating strong long-term guidance. Discussions revolve around the impact of delayed orders and design upgrades on short-term performance versus the potential for significant revenue growth in future quarters. Some investors speculate about a potential acquisition due to the low share price and the company's bright future in the AI sector.

$BALLIN is the perfect meme for everyone showing up every single day.  To be BALLIN, you gotta B-All-In.  The meaning to B All In doesn't only apply to the funds you invest.  It's about dedication.   The countless hours of research.   The endless raiding and working for your bags.  Not knowing how to quit while everyone is telling you you're wrong.  It's about believing in something.  Keep $BALLIN

B All In

B All In (BALLIN) is trending, with community members highlighting its strong momentum and potential for significant gains. The coin's association with Phantom Wallet and bullish chart patterns are key discussion points. Many users are expressing confidence and encouraging others to buy and hold.

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Automotive-Compliant Retimer from Diodes Incorporated Meets the Rigorous Demands for High-Speed USB and DisplayPort Connectivity in Vehicles

Diodes Incorporated (Nasdaq: DIOD) today announces the automotive-compliant* PI2DPT1021Q, a new bit-level retimer designed to meet the rigorous demands of the automotive market. This device supports...

Diodes Incorporated to Announce Third Quarter 2025 Financial Results on November 6, 2025

Diodes Incorporated (Nasdaq: DIOD) will host a conference call on Thursday, November 6, at 4:00 p.m. Central Time (5:00 p.m. Eastern Time) to discuss its third quarter 2025 financial results. Joining...

Diodes (DIOD) Tops Q2 Earnings and Revenue Estimates

Diodes (DIOD) delivered earnings and revenue surprises of +33.33% and +3.07%, respectively, for the quarter ended June 2025. Do the numbers hold clues to what lies ahead for the stock?

The market showed volatility on Monday before ending modestly lower as traders reacted to news about President Donald Trump's tariffs. Still, tech stocks finished slightly higher following two sessions of steep losses.The semiconductor industry led the tech rebound, with the iShares Semiconductor ETF (SOXX) soaring 2.31%.&nbsp;&nbsp;Two stocks&nbsp;from this industry posted substantial gains after Baird analyst Tristan Gerra upgraded them.&nbsp;The analyst said the brokerage's semiconductor cycle indicators have turned yellow or blue. He added that this and attractive valuations have prompted Baird to turn constructive on the cyclical&nbsp;or fabbed analog companies. These companies managed pricing soundly during the previous upcycle from 2021-2022.Gerra noted that lead times have normalized since the second half of 2024. He said that semiconductor stocks typically misbehave on lead times decline, allowing shipments to catch up with demand, which is viewed as a near-term positive for stocks."Typically semiconductor stocks start rebounding too early afterwards, while inventory levels remain very high, on cyclical recovery expectations," he added.&nbsp;Gerra noted that pricing for cyclical components such as microcontroller units (MCUs) and analog have retraced more than halfway from their 2022 peak. Additionally, he said capex significantly declined following a 20% peak.Although Texas Instruments, Inc. (TXN) has been a notable exception, Gerra said its capital intensity will start declining in 2026.Among the other indicators, utilization rates were troughing, operation expenditure cuts have been announced and inventory days are closer to normalization, the analyst said.Gerra upgraded TI and Diodes, Inc (DIOD) to 'Outperform' from 'Neutral.' The analyst has a $175 price target for TI, while he reduced the price target for Diodes stock to $50 from $72.The price targets imply 14% and 36% upside potential, respectively, for TI and Diodes.While TI manufactures chips for electronics designers and manufacturers, Diodes makes application-specific standard products in the broad discrete, logic, analog, and mixed-signal semiconductor markets.On Stocktwits, retail sentiment toward<a href="https://stocktwits.com/symbol/TXN"> TI stock</a> remained 'extremely bullish' (80/100), and message volume was also 'extremely high.'<figure class="image"><img style="aspect-ratio:638/143;" src="https://news.stocktwits-cdn.com/Screenshot_2025_04_07_at_9_40_37_PM_png_e2eeb78073.webp" alt="Screenshot 2025-04-07 at 9.40.37 PM.png" width="638" height="143"><figcaption>TXN sentiment and message volume as of 9:45 p.m. ET, April 7 | source: Stocktwits</figcaption></figure>A bullish user said the company is in a "build mode" based on&nbsp;the company's U.S. hirings.<stembedurl>https://stocktwits.com/AnsleyAssets/message/610765361</stembedurl>Pointing to BofA Securities naming TI as the U.S.-based manufacturing tariff play, another user said he was bullish on the stock.<stembedurl>https://stocktwits.com/Mommymakemoney/message/610421520</stembedurl>By late Monday, retail sentiment toward Diodes dipped to 'bullish' (64/100) from the 'extremely bullish' mood a day earlier. However, message volume stayed 'extremely low.'<figure class="image"><img style="aspect-ratio:641/136;" src="https://news.stocktwits-cdn.com/Screenshot_2025_04_07_at_9_42_20_PM_png_d1dac77fd1.webp" alt="Screenshot 2025-04-07 at 9.42.20 PM.png" width="641" height="136"><figcaption>DIOD &nbsp;sentiment and message volume as of 9:45 p.m. ET, April 7 | source: Stocktwits</figcaption></figure>TI ended Monday's session up 1.72% at $154, and<a href="https://stocktwits.com/symbol/DIOD"> Diodes stock</a> rallied 4.50% to $36.68. This year, the shares are down over 3.5% and 40%, respectively.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/janover-stock-spikes-over-650-percent-on-plans-to-invest-in-crypto/chfSblwRb7H"> Janover Stock Soars 650% as Former Kraken Execs Take Helm, Eye Crypto Push Starting with Solana: Retail's Excited</a>

Representative image of a robotic arm holding a futuristic semiconductor

Diodes, TI Stocks Outpace Tech Peers After Analyst Upgrades: Retail Traders Upbeat

Semiconductor industry indicators have inflected higher, and valuations have become attractive, making Baird bullish on fabbed analog companies.

Equity

Semiconductor industry indicators have inflected higher, and valuations have become attractive, making Baird bullish on fabbed analog companies.


Diodes Incorporated to Participate at Upcoming Financial Conferences

Diodes Incorporated (Nasdaq: DIOD), today announced that management will participate at the following financial conferences: Susquehanna Financial Group (SIG) Technology Conference Participation...

Diodes Incorporated Nominates Dr. Huey-Jen Jenny Su to the Board

Diodes Incorporated (Diodes) (Nasdaq: DIOD) today announced the nomination of Dr. Huey-Jen Jenny Su to its Board of Directors effective February 3, 2025. Dr. Su has a long, distinguished career as a...

85V Automotive-Compliant LED Driver from Diodes Incorporated Supports Multiple Topologies with Fault Reporting

Diodes Incorporated (Diodes) (Nasdaq: DIOD) today announces the expansion of its automotive-compliant* LED driver portfolio by introducing the AL8866Q. This DC-switching LED driver-controller drives...

65V, 2A Automotive-Compliant Synchronous Buck LED Driver From Diodes Incorporated for Lighting Applications With Comprehensive Protection and Fault Reporting

Diodes Incorporated (Diodes) (Nasdaq: DIOD) today announces the expansion of its automotive-compliant* LED driver portfolio by introducing the AL8891Q. This easy-to-use synchronous Buck LED driver...

36-Channel Automotive-Compliant Linear LED Driver from Diodes Incorporated for Display and Lighting Applications with Fault Reporting and Diagnostics

Diodes Incorporated (Diodes) (Nasdaq: DIOD) today introduces a new 36-channel automotive-compliant* linear LED current driver. The AL5887Q, with its ability to drive RGB configurations as well as...

Automotive-Compliant Current Shunt Monitors from Diodes Incorporated Enable High-Precision Voltage Sensing for Rapid System Fault Detection

Diodes Incorporated (Diodes) (Nasdaq: DIOD) today announces the ZXCT18xQ series of automotive-compliant* high-precision current shunt monitors. These single-stage instrumentation amplifiers...

Diodes Inc. manufactures and supplies application-specific standard products within the broad discrete, logic, analog, and mixed-signal semiconductor markets. The firm offers diodes, rectifiers, transistors, MOSFETs, protection devices, functional specific arrays, single gate, dual gate and standard logic, amplifiers and comparators, Hall-effect, and temperature sensors. It operates through the following geographical segments: Asia, the Americas, and Europe. The company was founded on June 15, 1959 and is headquartered in Plano, TX.

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