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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia's blowout earnings and massive revenue guidance have reignited the AI trade, sending chip stocks soaring and sparking intense retail optimism on Stocktwits. The community is buzzing about Michael Burry's bullish stance, lofty price targets, and the company's dominance, while also weighing the potential impact of new semiconductor tariffs.

Canadian Solar, Inc. engages in the manufacture of solar photovoltaic modules, provision of solar energy and battery storage solutions, and development of utility-scale solar and battery storage products. It operates through the CSI Solar and Global Energy segments. The CSI Solar segment designs, develops, and manufactures solar ingots, wafers, cells, modules, and other solar power and battery storage products. The Global Energy segment includes solar and battery storage project development and sale, asset management services for operational projects, sale of electricity, and investment in retained assets. The company was founded by Shawn Qu in October 2001 and is headquartered in Kitchener, Canada.

Canadian Solar Inc

CSIQ is trending after mixed Q2 results and weak guidance, with bulls arguing the U.S. manufacturing ramp, storage momentum, and potential 45X credits are being ignored while bears highlight ongoing losses and debt. The community is also focused on the strategic review of Recurrent Energy and whether a sale or 45X confirmation could trigger a re-rating.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

BitMine is trending after a report that Tom Lees firm bought another 20,000 ETH, pushing its stash closer to the 5% supply target. Traders are buzzing about the companys Ethereum-leveraged strategy, possible short squeezes, and the broader crypto/AI momentum, though some warn the move is overextended.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is trending as retail traders link Nvidia's strong earnings and physical AI pushcovering robotics, autonomous vehicles, and a massive Amazon GPU dealdirectly to QNX's future growth potential. The community is split between bulls arguing QNX is an underappreciated linchpin in the AI/robotics boom and bears frustrated by stagnant price action, management's stock sales, and perceived execution failures, with all eyes on the next earnings report for validation.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CRWD is trending after posting a strong quarterly beat and raising its full-year outlook, driven by surging AI-driven cybersecurity demand. Retail sentiment on Stocktwits flipped to extremely bullish, though some traders remain cautious on valuation.

Abercrombie & Fitch Co. engages in the retail of apparel, personal care products, and accessories. The firm operates through following geographical segments: Americas, Europe, the Middle East and Africa (EMEA), and Asia-Pacific (APAC). Its brands include Abercrombie and Hollister. The company was founded by David Abercrombie in 1892 and is headquartered in New Albany, OH.

Abercrombie & Fitch Co. - Ordinary Shares - Class A

Abercrombie & Fitch Co.

ANF is skyrocketing after a blowout Q2 earnings report that crushed estimates and drove a massive guidance hike, triggering a heavy short squeeze and record single-day gains. The community is locked in a fierce tug-of-war between traders celebrating the momentum and those calling it a one-time tariff-boosted anomaly, with widespread speculation about whether the stock will continue ripping higher or crash back to earth.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce ripped higher after a strong Q2 earnings beat, raised guidance, and an expanded Anthropic partnership, with CEO Benioff declaring the 'SaaSpocalypse' narrative over  driving bullish retail sentiment and a wave of analyst price target hikes.

Synopsys, Inc. engages in the provision of electronic design automation (EDA) software that engineers use to design and test integrated circuits (ICs). It also offers semiconductor intellectual property (IP) products. It operates through the Design Automation and Design IP segments. The Design Automation segment includes silicon design, verification of products and services, and Ansys products, and system integration of products and services. The Design IP segment refers to interface, foundation, security, and embedded processor IP, IP subsystems, and IP implementation services that serve companies primarily in the semiconductor and electronics industries. The company was founded by Aart J. de Geus, Bill Krieger, Dave Gregory, and Rick Rudell in December 1986 and is headquartered in Sunnyvale, CA.

Synopsys, Inc.

Synopsys Inc

Synopsys is trending after its latest earnings beat and Nvidia's $2B strategic investment, but traders are divided on the mixed outlookbulls see a cheap entry into AI chip design, while bears flag China weakness, dilution, and slower organic growth. Analyst upgrades (BofA, JPM, KeyBanc) clash with downgrades (Piper), fueling heavy options activity and sharp pre-market swings.

HP Inc. is an information technology company, which engages in the provision of personal computing and other access devices, imaging and printing products, and related technologies, solutions, and services. It operates through the following segments: Personal Systems, Printing, and Corporate Investments. The Personal Systems segment offers commercial and consumer desktop and notebook personal computers, workstations, thin clients, commercial tablets and mobility devices, retail point-of-sale systems, displays and other related accessories, software, support, and services for the commercial and consumer markets. The Printing segment provides consumer and commercial printer hardware, supplies, solutions and services, and scanning devices. The Corporate Investments segment includes HP Labs and certain business incubation projects. The company was founded by William R. Hewlett and David Packard in 1939 and is headquartered in Palo Alto, CA.

HP Inc

HPQ is drawing attention after BofA raised its price target post-earnings, though the focus is on whether the beat and raise were flattered by one-time tariff refunds. Traders are debating the sustainability of the move given rising memory costs, softer PC unit shipments, and concerns over the quality of the company's earnings.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

WEN is under pressure after Reuters reported Trian has no plans for a take-private bid, but retail traders are framing the drop as manipulation ahead of a potential short squeeze, citing elevated short interest and resilient bullish sentiment.

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MU, SNDK, SKHY: Memory Stocks Surge Overnight After Nvidia More Than Doubles Purchases

Equity

Nvidia’s purchase commitments tied primarily to memory procurement more than doubled to $279 billion last quarter, underscoring the scramble to lock in supply.


MU, SNDK See August Rebound, But China Risks Loom: After CXMT, Flash Memory Maker YMTC Prepares For Massive IPO

China’s YMTC plans to raise 33 billion yuan for production upgrades and R&D.


Micron CEO Says AI ‘Can’t Scale’ Without Memory – MU Stock Jumps On $10B Research Lab Initiative

Memory is "strategic infrastructure” for AI, Micron CEO Sanjay Mehrotra said.


JPMorgan Recommends Investors To Accumulate SKHY Stock, Expects Sentiment To Improve Gradually After SK Hynix Announces $28.7B Buyback

According to TheFly, JPMorgan analyst Jay Kwon expects the buyback to boost shareholder returns over the next three months.


SKHY Stock Jumps Premarket: SK Hynix Announces $29B Buyback Amid Memory Volatility

The South Korean chipmaker said it will buy back and ‘cancel’ these shares between Aug. 20 and Nov. 19.


US Fund Inflows Top $100B For 4th Straight Month As Bonds, Semiconductor ETFs Attract Billions 

Morningstar said on Tuesday that U.S. long-term fund inflows crossed $100 billion for a fourth month, marking a record streak.

MU, SNDK Dip Overnight: KOSPI Hits Halt Amid Asian Tech Chip Rout, SoftBank, Samsung, SK Hynix Retreat

Global tech stocks dropped on Wednesday as bond yields in the U.S. and elsewhere scored fresh milestones.

5 ETF Areas of Last Week 

Cooling inflation and softer jobs data eased Fed rate-hike fears, while AI, neocloud and memory ETFs delivered strong gains last week.

Micron Reclaims $1,000 Amid Fresh Memory Momentum: Jim Cramer Says MU Stock Can ‘Double Again’

Strong cloud growth and continued record data-center spending from Big Tech are fueling strength in the memory trade.

MU Remains BofA's Top Memory Pick – SNDK Signals Memory Growth May Be Structural, BofA Says

BofA reiterated its ‘Buy’ rating on Micron and a $1,550 price target, implying an upside potential of about 59% from current levels.


Roundhill ETF Trust - Roundhill Memory ETF

Extremely Bearish Sentiment

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Memory stocks have been on an incredible run over the last year but many investors are wondering if there is still room to the upside. Are you still bullish? If so, let others know which you would still be buying right now and why.

Are you still bullish on memory stocks? 
 
If yes, drop a comment with the ticker of the memory stock you would still buy today.

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