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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 is trending after a prominent financial institution issued a 'Sell' rating, with many in the community interpreting this as an attempt to drive down the share price and acquire shares at a discount. While the institution cited concerns over margin compression, bullish investors remain focused on the company's significant revenue growth, its critical role in the booming AI infrastructure sector, and the potential for a short squeeze heading into anticipated earnings.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as digital video compact disc player, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

Taiwan Semiconductor Manufacturing is trending following a robust earnings report that showcased strong gross margins and an aggressive CapEx outlook, signaling sustained demand for advanced AI chips. The community is largely bullish, anticipating significant upside as TSM's critical role in the semiconductor supply chain continues to drive conversation. This positive sentiment is further amplified by news of potential expanded US-Taiwan trade agreements benefiting its US manufacturing presence.

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 is trending due to a significant analyst upgrade and widespread speculation about key partnerships, including reports of Apple leveraging its advanced manufacturing for future chips. This has ignited strong bullish sentiment within the community, fueled by reports of surging server CPU demand and its strategic positioning with domestic foundry capabilities, leading many to believe a substantial turnaround is underway and shorts are facing increasing pressure.

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 actively trending as it navigates a strategic shift, marked by recent layoffs in its Reality Labs division to refocus on AI, alongside reports of ramping up production for its Ray-Ban AI glasses. The market is sharply divided, with many debating if its current valuation presents a significant buying opportunity after a notable decline, while others express deep skepticism over its extensive AI investments and past Metaverse spending ahead of its upcoming earnings report.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is seeing strong community interest and increased trading volume, driven by anticipation of a potential gamma squeeze from expiring options. Investors are actively discussing the company's disruptive optical interposer technology, which is considered essential for addressing power and speed bottlenecks in hyperscale AI data centers. Many believe strategic partnerships and upcoming product developments position POET for significant growth in the evolving photonics landscape.

High Roller Technologies, Inc. is an evolving and growth-oriented iCasino and entertainment company, which engages in the business of operating an online gaming business offering casino betting games to customers. The firm also offers a wide range of games including many that are available in land-based casinos, such as blackjack, roulette, baccarat, poker, and slot machines. The company was founded by Michael Alexander Cribari and Brandon Christopher Eachus on December 21, 2021 and is headquartered in Las Vegas, NV.

High Roller Technologies Inc.

High Roller Technologies Inc

High Roller Technologies (ROLR) is experiencing a parabolic surge following its binding partnership with Crypto.com/US to launch an exclusive prediction markets platform and expand sports betting in the U.S. This news, combined with a low share float, is fueling intense speculative buying and hopes for a multi-day rally, while others caution about potential pullbacks and dilution.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is trending as its "Buy Now, Pay Later" offerings gain significant attention, especially amid discussions of potential credit card interest rate caps that could boost adoption. Despite robust financials and strategic AI-driven partnerships, the community expresses frustration over the stock's persistent undervaluation and perceived market manipulation, with many anticipating a significant reversal from current levels.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is a hot topic as the crypto community keenly watches developments around a proposed US Digital Asset Market CLARITY Act, particularly following reports of Coinbase's pushback on certain provisions. This regulatory uncertainty, alongside the stock's often-frustrating price action despite broader crypto strength, fuels extensive debate among investors regarding its near-term trajectory and long-term potential as a key market player.

BRC Group Holdings, Inc. engages in the provision of financial services and solutions to the capital raising and financial advisory needs of public and private firms. It operates through the following segments: Capital Markets, Wealth Management, Financial Consulting, Auction and Liquidation, Communications, and Consumer. The Capital Markets segment provides investment banking, corporate finance, research, wealth management, and sales and trading services to corporate, institutional, and high net worth clients. The Wealth Management segment offers retail brokerage, investment management, and insurance, and tax preparation services. The Financial Consulting segment focuses on a variety of specialized advisory services spanning bankruptcy, restructuring, turnaround management, forensic accounting, crisis and litigation support, appraisal and valuation, real estate, and operations management. The Auction and Liquidation segment deals with retail liquidation services. The Communications segment is composed of a portfolio of companies acquired for attractive risk-adjusted investment return characteristics. The Consumer segment includes Targus and the Brands investment portfolio. The company was founded in 1973 and is headquartered in Los Angeles, CA.

BRC Group Holdings Inc.

B. Riley Financial Inc

B. Riley Financial is experiencing significant momentum following the market's reaction to its Q3 10-Q filing, which confirms NASDAQ compliance and showcases a robust financial turnaround, particularly in its Capital Markets segment. The community is actively discussing the potential for a substantial short squeeze, with many believing that high short interest combined with the positive news puts shorts in a precarious position and could drive a multi-day rally.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. 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

AMD is seeing significant traction, fueled by a KeyBanc upgrade that highlights strong hyperscaler demand for its server CPUs, which are reportedly nearly sold out for 2026, and projected robust AI revenue growth from its MI355 and MI455 GPUs. This positive outlook, coupled with a new strategic AI collaboration with Tata Consultancy Services, is generating considerable community excitement, with many anticipating further upside despite some calling for a near-term correction.

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IGM Biosciences, Inc. (IGMS) Q2 Earnings and Revenues Surpass Estimates

IGM Biosciences (IGMS) delivered earnings and revenue surprises of +626.67% and +4,388.22%, respectively, for the quarter ended June 2025. Do the numbers hold clues to what lies ahead for the stock?

IGM Biosciences, Inc. (IGMS) Reports Q1 Loss, Misses Revenue Estimates

Orchestra BioMed Holdings, Inc. (OBIO) Reports Q1 Loss, Tops Revenue Estimates

Monte Rosa Therapeutics (GLUE) Tops Q1 Earnings and Revenue Estimates

Artificial intelligence data cloud company Snowflake, Inc. (<a class="mention" data-mention="$SNOW" data-symbol-id="SNOW" href="https://stocktwits.com/symbol/SNOW" target="_blank">$SNOW</a>) reported Wednesday after the market close fiscal year third-quarter results that exceeded estimates and upped its product revenue guidance for the year. The company also announced a deal to buy Datavolo.Bozeman, Montana-based Snowflake reported third-quarter non-GAAP earnings per share (EPS) of $0.20, down from $0.25 earned a year-ago. The bottom-line result exceeded the consensus estimate of $0.15 per share.Quarterly revenue climbed 28% year-on-year (YoY) from $734.17 million to $942.09 million, surpassing the $899.31-million consensus estimate. Product revenue accounted for over 95% of the total and improved 29%.Among the key operating metrics, the number of customers with trailing 12-month product revenue greater than $1 million, was 542 at the end of the third quarter, up 55% YoY. Forbes Global 500 customers climbed 8% to 754.Net revenue retention rate was 127% as of Oct. 31.Sridhar Ramaswamy, CEO of Snowflake said, "Snowflake delivered a strong third quarter, with product revenue of $900 million, up 29% year-over-year, and remaining performance obligations of $5.7 billion, with year-over-year growth accelerating to 55%."Remaining performance obligations refers to the amount of contracted future revenue that hasn’t been recognized yet."Our obsessive drive to produce product cohesion and ease of use has built Snowflake into the easiest and most cost effective enterprise data platform. That is what’s leading us to win new logo after new logo, expand within our customer base, and displace our competition over and over again."For the fourth quarter, the company expects product revenue of $906 million to $911 million, representing 23% YoY growth, and operating income margin of 4%.The company upped its full-year 2025 product revenue guidance from $3.36 billion to $3.43 billion.Separately, the company announced a definitive agreement to acquire open data integration platform Datavolo. "Together, Datavolo and Snowflake will both simplify data engineering workloads and deliver unmatched data interoperability and extensibility – a building block for effective enterprise AI," Snowflake said.<figure class="image"><a href="https://stocktwits.com/symbol/SNOW"><img style="aspect-ratio:623/135;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/snow_sentiment_6c6bf75593.png" alt="snow-sentiment.png" width="623" height="135"></a><figcaption>SNOW sentiment and message volume November 21, 2024, premarket as of 6:27 &nbsp;am ET | Source:&nbsp;Stocktwits</figcaption></figure>On Stocktwits, retail sentiment toward Snowflake stock improved from ‘bullish’ a day ago (58/100) to ‘extremely bullish’ (95/100), with message volume staying ‘extremely high.’ The stock was among the top 10 trending stocks on the platform.Following the results, analysts at JPMorgan, Barclays and Jefferies raised their price targets for the stock,&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://thefly.com/news.php?symbol=SNOW">according</a> to the Fly. Analysts at Jeffries welcomed the beat-and-raise quarter and said the company has a “massive runway” even as iceberg headwinds were “better than feared.”Stocktwits platform users were bracing for a “parabolic” day, with the analysts’ reratings.<stembedurl>https://stocktwits.com/WSBisforstupidppl/message/593469035</stembedurl>In premarket trading on Thursday, as of 6:27 am ET, Snowflake shares were up 21.74% at $157.20, marking the highest level since late-May. The stock has underperformed the broader market this year, having lost over 35%.For updates and corrections email <a target="_blank" rel="noopener noreferrer nofollow" href="mailto:newsroom@stocktwits.com">newsroom@stocktwits.com</a>&nbsp;Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-q3-2025-results-exceed-expectations/cJ46vCoRXL">Nvidia Stock Falls Despite Q3 Beat, Positive Commentary On Blackwell Demand: Retail Stays Upbeat</a>

 Number of Snowflake customers with trailing 12-month product revenue greater than $1 million jumped 55% YoY.

Snowflake Stock Jumps Over 21% In Premarket Following Beat-and-Raise Q3: Retail Braces For ‘Parabolic’ Run

Snowflake CEO Sridhar Ramaswamy said, “Our obsessive drive to produce product cohesion and ease of use has built Snowflake into the easiest and most cost effective enterprise data platform.”

Equity

Snowflake CEO Sridhar Ramaswamy said, “Our obsessive drive to produce product cohesion and ease of use has built Snowflake into the easiest and most cost effective enterprise data platform.”


IGM Biosciences, Inc. operates as a biotechnology company, which develops antibodies for the treatment of cancer. It offers the IgM platform to expand upon the inherent properties of IgM antibodies and to allow for the rapid development of engineered therapeutic antibodies. The firm’s product pipeline includes IGM-2323, which is a CD20 x CD3 bispecific IgM antibody designed to treat patients with B cell Non-Hodgkin's lymphoma and other B cell malignancies, IGM-8444, which is an IgM antibody targeting Death Receptor 5 for the treatment of patients with solid and hematologic malignancies, and IGM-7354, which will target the delivery of IL-15 with the goal of inducing immune cell stimulation and proliferation. The company was founded in 2010 and is headquartered in Mountain View, CA.

IGM Biosciences Inc

Short-Term Volatility, Then Markets Move On

Sustained Risk-Off Until Fed Path Is Clear

Little Impact — Fundamentals Still Rule

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Markets pulled back after reports that the DOJ opened a criminal investigation into Federal Reserve Chair Jerome Powell, raising concerns about central bank independence. With rate cuts, inflation, and political pressure all in focus, how do you think this standoff will impact markets in 2026?

How Will the Powell Investigation Impact Markets in 2026?

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