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Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology is trending amid intense post-earnings debate, as strong Q2 revenue growth and bullish long-term guidance collide with concerns over current losses and dilution. Retail sentiment on Stocktwits remains extremely bullish, with traders focusing on the company's 'hidden AI upside' and asserting that short-term noise overshadows its execution and massive growth targets.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Community is buzzing over Navitas' acquisition of Claros to complete its AI power delivery stack from grid to GPU, with many viewing it as a strategic expansion of its addressable market, while others remain cautious about the pending Wolfspeed patent lawsuit and ongoing dilution concerns.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is trending as retail traders pile in following news that Nancy Pelosi bought a significant stake, with sentiment flipping from bearish to bullish. The move builds on the company's role as a key power provider for AI data centers, which the community sees as a multi-year growth driver.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

SPY is trending as markets react to the U.S. Treasury's expanded bond buyback program, which has drawn sharp criticism from Stanley Druckenmiller, who calls it price manipulation, while others argue against fighting the Treasury. Retail sentiment is split between those viewing the intervention as bullish support and those warning of instability, with yields remaining elevated and Nvidia earnings adding to the uncertainty.

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 is the center of attention as its upcoming earnings report dominates retail discussion, with traders split between betting on a strong beat-and-raise and fearing a sell-the-news reaction after a seven-day losing streak. The communitys focus is squarely on the earnings catalyst, with high message volume and a cautiously optimistic sentiment as the report approaches.

Norwegian Cruise Line Holdings Ltd. engages in the provision of cruise travel services. It offers cruise experiences for travelers with itineraries in Europe, Asia, Australia, New Zealand, South America, Africa, Canada, Bermuda, Caribbean, Alaska and Hawaii. Its brands include Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. The company was founded in 1966 and is headquartered in Miami, FL.

Norwegian Cruise Line Holdings Ltd

NCLH is drawing heavy attention as mixed sentiment surrounds its recent earnings miss and soft guidance, even as insider buying, activist interest, and cost-saving efforts offer a counter-narrative. The community is split between frustration over persistent share weakness and bets on a longer-term recovery.

Personalis, Inc. engages in the provision of advanced genomic tests for cancer. The firm is also involved in providing sequencing and data analysis services to support population sequencing initiatives. The company was founded by Euan A. Ashley, Michael Snyder, Atul J. Butte, John S. West, and Russ B. Altman in February 2011 and is headquartered in Fremont, CA.

Personalis Inc

Personalis is trading above Tempus's agreed acquisition price as a wave of traders bet on a competing bid or renegotiation, fueled by the Moderna/Merck cancer vaccine success that spotlighted the company's core technology. The community is sharply split, with many shareholders furious over the deal's terms and vowing to vote no, while others see a potential squeeze if a higher offer emerges.

CF Acquisition Corp. VI operates as a blank check company. It focuses on the search of companies in the financial services, healthcare, real estate services, technology and software industries. The company was founded on April 17, 2020 and is headquartered in New York, NY.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

Retail traders are fueling speculation over a massive multi-billion GPU services contract and the identity of the mystery customer, with many debating the potential financing structure, warrants, and implications for a short squeeze.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USAR is trending as retail traders highlight the upcoming White House mining roundtable and government-backed critical minerals support as key catalysts, with many positioning for a breakout while acknowledging the stock's high volatility and recent pullback. The broader community sees this as a strategic infrastructure play tied to U.S. supply chain decoupling from China, but sentiment is split between aggressive accumulation and concerns about institutional manipulation.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

SMH is under pressure as Nvidia's earnings approach, with reports of AI chip price hikes and mounting worries over circular financing and AI capex sustainability driving bearish sentiment across semis. The ETF's technical breakdown and heavy put activity reflect the market's caution ahead of the key catalyst.

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Nvidia ($NVDA) reports Q2 earnings Wednesday with Wall Street expecting roughly $91.7 billion in revenue — about 80% year-over-year growth — and EPS near $2.08. What do you expect in terms of revenue and EPS? Vote and explain your reasoning in the comments.

What do you expect from Nvidia ($NVDA) earnings on Wednesday?

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