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Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMDs quarterly results and forward guidance are the main focus, with traders debating whether data-center demand can offset concerns about PC demand and broader chip weakness after Intels cautious outlook. The community is split between hopes that a strong report could lift semiconductor stocks and fears that shares may fall even on a beat if guidance disappoints or market sentiment stays weak.

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

SMCI is drawing attention ahead of its quarterly earnings report, with traders weighing its favorable preliminary revenue and margin update against the need for confirmation, stronger forward guidance, and improved cash flow. Bulls expect a strong report to help the shares recover, while skeptics point to thin margins, cash burn, and lingering distrust of management, noting that the stock has remained weak despite the upbeat update.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Anticipation of the FDAs November 22 decision on Capricors Duchenne muscular dystrophy therapy deramiocel is driving attention, with traders debating whether its HOPE-3 upper-limb data could support approval and whether heavy short interest could amplify the move. Optimists point to physician support and recent FDA flexibility in another rare-disease case, while skeptics cite the negative advisory committee outcome and statistical concerns; approval remains uncertain.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Midterm-election outcomes are driving the discussion, with traders debating whether a Republican showing could support DJT or a Democratic blue wave could pressure the Trump-linked stock. Some point to election-related hopes and possible short covering behind the gains, while others expect a selloff and question the companys fundamentals.

Astera Labs, Inc. provides rack-scale AI infrastructure through purpose-built connectivity solutions. The company offers a range of semiconductor-based connectivity solutions designed to address bandwidth, latency, and reliability challenges in AI and cloud data centers. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Upcoming quarterly results and guidance are the main focus, with traders split over whether strong AI-data-center demand can overcome the stocks sharp pullback, valuation concerns, and broader semiconductor de-risking. Elevated options activity reflects expectations for a large post-earnings move, but direction is disputed.

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 cognitive networks. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

Arista is drawing attention ahead of its quarterly earnings report, with traders positioning for a potentially sharp move after a steep pullback. Bulls expect AI and hyperscaler networking demand to support results, while skeptics worry about capex uncertainty and the stocks history of selling off after earnings.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingos post-earnings selloff is drawing attention after investors focused on softer-than-expected next-quarter revenue guidance despite solid results and accelerating daily-user growth. Bulls argue engagement and the long-term business remain strong, while bears question whether user growth can translate into revenue and justify the valuation amid AI competition concerns.

Madrigal Pharmaceuticals, Inc. engages in the development and commercialization of therapeutics for metabolic dysfunction-associated steatohepatitis. The company was founded by Rebecca A. Taub, Frederick Bernard Craves, and Edward Chiang on March 10, 2000 and is headquartered in West Conshohocken, PA.

Madrigal Pharmaceuticals Inc

Madrigals strong Q3 Rezdiffra growth and first profitable quarter are drawing attention as MDGL sells off sharply despite the results. Traders are divided over whether the decline reflects concerns about near-term profitability and commercial spending, or the reported whistleblower lawsuit; bulls emphasize continued patient and prescriber growth, while skeptics question the durability of profits and the drugs longer-term clinical evidence.

Toast, Inc. engages in the development and provision of consumer payment application for restaurants. It offers terminals, kiosk, guest facing display, and system accessories. The firm also offers point of sale, reporting and analytics, online ordering and delivery, and kitchen display system. The company was founded by Jonathan Grimm, Aman Narang, and Stephen J. Fredette in December 2011 and is headquartered in Boston, MA.

Toast Inc - Ordinary Shares - Class A

Toast Inc

Toasts quarterly report is driving attention: traders point to continued growth and raised full-year profit guidance, while noting an earnings-per-share miss against expectations. The community is split between optimism about the business and concern that the stock may sell off after results, as it has in past earnings periods.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizers quarterly earnings beat and raised full-year outlook are driving discussion, but shares have slipped despite the results. Bulls point to growth in newer non-COVID products and cost cuts, while skeptics cite flat overall revenue, falling COVID sales, and looming patent expirations as reasons the report may not mark a durable turnaround.

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Galaxy Digital Executives Calls GLXY Stock Undervalued, Pointing To $65M Buyback And Helios Power Ramp

Equity

CEO Mike Novogratz said passage of the CLARITY Act could drive a wave of traditional-finance participation in crypto markets.

GLXY Stock Rallies After CEO Mike Novogratz Touts 'Largest Single-Campus Data Center In America'

Galaxy Digital surged on Monday as Chairman Mike Novogratz detailed a 1.6-gigawatt Texas data-center buildout, drawing cheers from retail traders.

Galaxy Research Head Says ‘Banks Are Wrong’ About GENIUS Act— Stablecoins Will Boost US Credit, Not Drain It

Banking associations are lobbying senators to enforce stablecoin legislation because current proposals could prompt depositors to withdraw from traditional banks.


Galaxy Digital Filed Two Massive Stock Sale Plans – Here’s What GLXY Investors Need To Know

Galaxy Digital filed a $500 million at-the-market offering and a Form S-3 registering the resale of 265.06 million existing shares by insiders and noteholders on Friday.


Themes ETF Trust - Leverage Shares 2X Long GLXY Daily ETF

Bearish Sentiment

<ul class="summary-bullets"><li>Galaxy executives argued the stock remains undervalued, citing a lack of analysts capable of valuing both its crypto and data-center businesses together.</li><li>The company repurchased $65 million of stock in the first quarter and still has authorization to buy back up to $200 million.</li><li>Galaxy's Helios campus has begun generating revenue, with up to 800 megawatts of additional capacity expected to come online next year.</li></ul>Galaxy Digital (GLXY) executives made the case on Friday that the market was mispricing the company, arguing investors were undervaluing its growing artificial intelligence (AI) infrastructure business and future crypto opportunities.CEO Mike Novogratz&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=g86S9AQF4L4">explained</a> in&nbsp;an Ask Me Anything (AMA) for investors that the market was assigning Galaxy "no value for growth," arguing that the company is often analyzed through separate crypto and data-center lenses rather than as a single business. Executives pointed to recent share buybacks, growing revenue from the Helios data-center campus, and potential crypto regulatory tailwinds as reasons for optimism<h2 class="st-heading-2">Management's Confidence</h2>Chief Financial Officer (CFO) Anthony Paquette further said during the meeting that Galaxy had repurchased roughly $65 million of stock during the first quarter, representing 3.2 million Class A shares. The purchases were made under a program authorizing up to $200 million in buybacks.Paquette added that the repurchase program was designed to reflect management's view that the company's shares trade below their intrinsic value, while also maintaining balance-sheet flexibility. Galaxy previously said the buybacks more than offset dilution from stock-based compensation.<a href="https://stocktwits.com/symbol/GLXY">GLXY stock</a> closed up over 3% on Friday. On Stocktwits, the retail sentiment around GLXY remained in the ‘bearish’ zone, while retail sentiment around it stayed in the ‘low’ levels over the past day.<h2 class="st-heading-2">Helios Expansion Moves Into Revenue Generation</h2>The Galaxy executives also highlighted progress at the company's&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/galaxy-ceo-saw-ai-wealth-boom-in-a-knicks-crowd/cZ0sH2fRe6f">Helios data-center campus</a> in West Texas, which has entered early revenue-generating operations following the delivery of its first data hall.Paquette substantiated by adding that phase one remained on track to be substantially complete by the end of the second quarter. Phases two and three were expected to add as much as 800 megawatts of gross power capacity next year.Galaxy has received approval for more than 1.6 gigawatts of total capacity at the site and owns roughly 1,500 acres surrounding the campus. Executives added that the company has another 1.8 gigawatts of power opportunities in various stages of evaluation.Novogratz described the data-center business as fundamentally a power business, citing growing electricity shortages and industry concerns that many planned US data centers may face construction delays. He said Galaxy continued to evaluate additional sites beyond Helios as it expanded its AI infrastructure.<h2 class="st-heading-2">Novogratz Sees Regulatory Tailwinds For Crypto</h2>On the digital-asset side, Novogratz acknowledged a "frustrating year in token prices" but argued the industry is increasingly shifting from speculative trading toward infrastructure supporting tokenized stocks, money market funds, and stablecoins.He said&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/clarity-act-section-604-blockchain-regulatory-certainty-act-law-enforcement-opposition/cZKydGIR7Ot">passage of the CLARITY Act</a> would trigger a "stampede" of traditional financial institutions into crypto markets, adding that negotiations surrounding ethics provisions tied to public officials issuing digital tokens remain one of the final hurdles in Congress.Novogratz also said Galaxy expected to announce new partnerships in the coming months as institutional adoption of digital assets continues to expand.Galaxy stock was up over 30% so far this year.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/mstr-class-action-bankruptcy-peter-schiff/cZ1dsTwR7WK">Peter Schiff Warns Strategy Is Going Bankrupt — And A New Class-Action Lawsuit Investigation Just Gave Him Ammo</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of financial company Galaxy Digital Holdings Ltd is displayed on a smartphone in front of abstract background on computer screen. (Photo Illustration by Timon Schneider/SOPA Images/LightRocket via Getty Images)

Galaxy Digital (GLXY) executives made the case on Friday that the market was mispricing the company, arguing investors were undervaluing its growing artificial intelligence (AI) infrastructure business and future crypto opportunities.

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