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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 A

Alphabet Inc Class A

GOOGL is trending as investors assess its potential to lead in AI, especially following positive reviews of its Gemini 3 model and Nano Banana Pro. Community discussion highlights a possible rotation from NVDA to GOOGL, with some analysts suggesting that Google's custom silicon gives it a cost advantage. Despite broader market concerns about an AI bubble, GOOGL's diverse business and strong balance sheet are seen as positives.

Alphabet Inc - Ordinary Shares - Class C

Alphabet (GOOG) is trending as community members crown it an AI race winner after news of Meta potentially using Google's TPUs. Bullish sentiment is fueled by strong analyst ratings and the release of Gemini 3, with some investors anticipating further gains and new all-time highs. Discussions also involve GOOG's dominance and potential impact on competitors like NVDA and MSFT.

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 trending due to concerns about increasing competition, particularly following news that Meta is considering using Google's TPUs in their data centers, potentially impacting NVIDIA's market share. The community is debating the long-term implications of this shift and whether NVIDIA's dominance in the AI chip market is threatened. Some believe this is an overblown reaction and a buying opportunity, while others fear a significant correction.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending amid optimism in the AI sector, particularly due to its partnership with Google on Tensor Processing Units (TPUs) for the Gemini 3 model, potentially challenging Nvidia's dominance. The community is discussing Broadcom's potential to reach new price levels, with some analysts setting new price targets, and highlighting its solid fundamentals and attractive growth prospects in the AI infrastructure space. Investors are also weighing in on potential delays of semiconductor tariffs and impacts from broader market trends.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is trending as the stock price increases rapidly, fueled by optimism around memory demand and AI data centers; some investors are discussing if a buyout is inevitable. The community is debating whether the stock is overvalued, while others point to strong fundamentals and a potential S&P 500 addition. Discussions include short squeeze potential and extreme volatility.

Keeta is a high-performance layer-1 blockchain designed to unify transactions across different blockchains and fiat payment systems, eliminating the need for costly intermediaries, reducing fees, and enabling near-instant settlements. With 400-millisecond transaction finality and the ability to process 10 million transactions per second, Keeta sets a new industry benchmark for speed and scalability.  Founded in 2022 and backed by Eric Schmidt, the former CEO of Google, Keeta has been engineered to meet the stringent regulatory and operational requirements of financial institutions. Its advanced on-chain compliance protocols, including KYC and AML, ensure security and regulatory adherence. Keeta’s architecture natively supports asset tokenization and digital identity, making it an ideal platform for stablecoins and real-world asset transfers.  By facilitating cross-chain transactions and interoperability with existing payment systems, Keeta bridges the gap between cryptocurrencies and fiat, enabling a secure, efficient, and compliant global financial ecosystem.

Keeta

Keeta is gaining attention as a high-throughput, compliance-focused blockchain designed for institutional use, with discussions highlighting its potential to underpin real-world asset tokenization and regulated financial flows, contrasting it with other crypto ecosystems like NEAR, BNB, and Aptos; The community is actively debating its competitive advantages, especially around settlement speed, scalability, and regulatory alignment; backed by Eric Schmidt.

Nukkleus, Inc. is a financial technology company, which engages in the provision of blockchain-enabled technology solutions. It also offers software and technology solutions for worldwide crypto and foreign exchange transactions with a focus on the movement of funds via crypto rails and back-to-back access to fiat conversion in a compliant regulated fashion. It operates through the following geographical segments: United States, United Kingdom, and Malta. The company was founded on May 24, 2019 and is headquartered in New York, NY.

Nukkleus Inc - Ordinary Shares - New

Nukkleus Inc

Nukkleus Inc is trending as investors discuss its potential short squeeze and upcoming shareholder vote regarding the acquisition of Star 26 Capital. Community members are speculating on the impact of the acquisition on Nukkleus' position in the defense sector, particularly regarding Iron Dome technology. Some traders are closely monitoring volume and price action, anticipating a significant move following the news.

The Stellar network is an open source, distributed, and community owned network used to facilitate cross-asset transfers of value. Stellar aims to help facilitate cross-asset transfer of value at a fraction of a penny while aiming to be an open financial system that gives people of all income levels access to low-cost financial services. Stellar can handle exchanges between fiat-based currencies and between cryptocurrencies. Stellar.org, the organization that supports Stellar, is centralized like XRP and meant to handle cross platform transactions and micro transactions like XRP. However, unlike Ripple, Stellar.org is non-profit and their platform itself is open source and decentralized.   Stellar was founded by Jed McCaleb in 2014. Jed McCaleb is also the founder of Mt. Gox and co-founder of Ripple, launched the network system Stellar with former lawyer Joyce Kim. Stellar is also a payment technology that aims to connect financial institutions and drastically reduce the cost and time required for cross-border transfers. In fact, both payment networks used the same protocol initially.  Distributed Exchange Through the use of its intermediary currency Lumens (XLM), a user can send any currency that they own to anyone else in a different currency.  For instance, if Joe wanted to send USD to Mary using her EUR, an offer is submitted to the distributed exchange selling USD for EUR. This submitted offer forms is known as an order book. The network will use the order book to find the best exchange rate for the transaction in-order to minimize the fee paid by a user.  This multi-currency transaction is possible because of "Anchors". Anchors are trusted entities that hold people’s deposits and can issue credit. In essence, Anchors serves as the bridge between different currencies and the Stellar network.  Lumens (XLM) Lumens are the native asset (digital currency) that exist on the Stellar network that helps to facilitate multi-currency transactions and prevent spams. For multi-currency transactions, XLM is the digital intermediary that allows for such a transaction to occur at a low cost.  In-order to prevent DoS attacks (aka spams) that would inevitably occur on the Stellar network, a small fee of 0.00001 XLM is associated with every transaction that occurs on the network. This fee is small enough so it does not significantly affect the cost of transaction, but large enough so it dissuades bad actors from spamming the network.   Prior to Protocol 12, Stellar had a built-in inflation mechanism conceived to allow account holders to collectively direct inflation-generated lumens toward projects built on Stellar.  As the network evolved and grew, it became increasingly clear that inflation wasn’t working as intended — account holders either didn’t set their inflation destination or joined inflation pools to claim the inflation themselves, and the operational costs associated with inflation payments continued to rise — and so a protocol change to disable inflation was proposed, implemented, voted on by validators, and ultimately adopted as part of a network upgrade.  The inflation operation is now deprecated. https://developers.stellar.org/docs/glossary/inflation/

Stellar Lumens

Stellar Lumens is trending as traders discuss its potential and recent price action, with some anticipating a move towards higher price targets. Community members are weighing in on XLM's utility, especially in cross-border payments, and comparing it to other cryptocurrencies. Some traders are also discussing potential entry points and expressing both bullish and bearish sentiments.

Zoom Communications, Inc. engages in the provision of a communications and collaboration platform. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa. The company was founded by Eric S. Yuan in 2011 and is headquartered in San Jose, CA.

Zoom Communications Inc. - Ordinary Shares - Class A

Zoom Video Communications, Inc.

Zoom is trending, with community members highlighting its large cash reserves and share buybacks, while others express concerns about competition and limited growth prospects. Some traders are discussing potential shorting opportunities, while others see a long-term buying opportunity due to the company's AI potential and strong balance sheet. Overall, the conversation is centered around whether Zoom can reignite growth in a competitive market and if its current valuation is justified.

Monad is a high-performance Layer 1 blockchain that processes 10,000 transactions per second with near-zero fees. The platform delivers high performance without compromising on security or decentralization, creating the infrastructure needed for complex applications that require high-frequency activity.  One of Monad’s key innovations lies in how it handles transaction processing. Instead of processing transactions one at a time like traditional blockchains, Monad processes multiple transactions simultaneously through parallel execution.   The system separates the agreement process from the execution process, allowing validators to first agree on which transactions to include and in what order, then having more time to execute those transactions without slowing down consensus. This approach, combined with a custom-built database called MonadDB, dramatically increases throughput while maintaining accuracy.  Monad also offers complete EVM compatibility, where applications built for Ethereum work on Monad without any code modifications, and users can connect with familiar wallets like MetaMask just as they would on Ethereum. Developers can immediately tap into Ethereum's established ecosystem of tools, libraries, and applications while benefitting from Monad’s performance improvements. The platform also runs on consumer-grade hardware rather than expensive specialized equipment, making it accessible for more people to participate in securing the network.  Monad has raised approximately 244 million dollars in total funding across multiple rounds. The company secured 19 million dollars in a seed round in February 2023 led by Dragonfly Capital, followed by a 225 million dollar Series A round in April 2024 led by Paradigm at a 3 billion dollar valuation. Other notable investors include Electric Capital, Greenoaks, Coinbase Ventures, and prominent angel investors such as Naval Ravikant.

Monad

Monad ($MON) is trending as the newly released crypto aims to capitalize on the current booming market. Community members are actively discussing potential entry points and expressing optimism, comparing its potential to established players like Solana and Ethereum. The recent addition of a chart feature and a temporary chat reset have also sparked discussion.

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Cosmetics giant Estee Lauder (EL) forecast its fiscal 2025 sales below Wall Street expectations on Thursday, signalling continued weakness in its America and China markets.The company said it would move forward with its previously announced restructuring plan, which includes cutting thousands of jobs, and steps to offset the effects of new U.S. import tariffs.Estee expects net sales in its fiscal year ending in June to be down 8% to 9%, compared with a 7.1% fall estimated by analysts polled by LSEG/Reuters.It also gave a bottom-line forecast of $1.30 to $1.55 adjusted per share profit for the year, which came in slightly above market estimates.The company had withdrawn its fiscal outlook in October due to uncertainty in the Chinese market, just before CEO Stephane de La Faverie took over.For its fiscal third quarter, which ended in March, Estee's net income nearly halved to $159 million from $335 million last year.On an adjusted basis, earnings of $0.65 per share were higher than a $0.31 estimate from FactSet.Sales plunged 10% to $3.55 billion, but came in just higher than the FactSet forecast of $3.52 billion.Estee had previously warned that it would lay off 5,800 to 7,000 employees and book charges between $1.2 billion and $1.6 billion as part of a major business restructuring that will run through fiscal year 2027.As of April 24, the company said it had approved initiatives totaling cumulative charges of $623 million and a net reduction of over 2,600 positions.On Stocktwits, the retail sentiment turned from 'bearish' to 'bullish', and message volume jumped to 'high'.A bullish user noted that this stock "always drops after a quarterly (report) and then tends to move back up later in coming weeks."<stembedurl>https://stocktwits.com/theonetowatch/message/613257657</stembedurl><a href="https://stocktwits.com/symbol/EL">Estee specializes</a> in skincare, makeup, fragrance, and hair care products, and owns brands like MAC, Clinique, and La Mer.Its shares are down 21.5% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Billboard of Estee lauder american parfume products at Magasin du Nord 24 Oct. 2011. (Photo by Francis Dean/Corbis via Getty Images) 

Estee Lauder's Fiscal 2025 Sales Outlook Disappoints: Retail Mood Turns Optimistic On Q1 Beat

The company said it will proceed with its previously announced restructuring plan that includes thousands of job cuts.

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Walt Disney Company's (DIS) ambitious plan to expand its theme parks and cruise line has sent mixed signals to investors, both on Wall Street and among retail investors.While the company unveiled a slew of new attractions, including a villain-themed land and an expanded “Avengers Campus”, at its D23 fan convention, concerns about the broader economic climate and Disney's own financial performance have tempered enthusiasm.Shares of the media giant were down 0.60% at $85.69 on Monday afternoon, while Stocktwits sentiment showed Disney’s nearly 286,000 retail followers remained ‘neutral’ (49/100) following the grand announcement.<figure class="image"><a href="https://stocktwits.com/symbol/DIS"><img style="aspect-ratio:1320/318;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/DIS_sentiment_and_message_volume_score_Aug_12_333cbb6890.png" alt="DIS sentiment and message volume score Aug 12.png" width="1320" height="318"></a><figcaption>DIS sentiment and message volume score Aug 12</figcaption></figure>The company's parks division, once a major growth driver, has encountered headwinds due to weakening consumer spending. This trend, coupled with Disney's decision to increase streaming service prices, has contributed to a 5% decline in the stock price year-to-date.Wall Street analysts, while maintaining their ratings, have cut back on price targets — although all remain well above current levels — reflecting concerns about the company's near-term outlook.CFO Hugh Johnson has acknowledged the challenges, forecasting flat revenue for the Experiences segment in the coming quarters.Retail investors on Stocktwits are divided. Some point to positive catalysts such as earnings beats, dividend increases, and stock buybacks."In addition to the beat on earnings/EPS and streaming turning a profit, do people even realize they increased the dividend and are buying back the stock," one user noted.<stembedurl>https://stocktwits.com/Poeman001/message/582616300</stembedurl>Others are critical of 72-year-old CEO Bob Iger's leadership. "Iger gets paid over 25 million a year as CEO and he has done absolutely nothing for this company," one user claimed.<stembedurl>https://stocktwits.com/Kimjohn642/message/582625741</stembedurl>Iger made a sensational comeback as Disney CEO in November 2022 to fix a company in crisis and had promised a return to growth after a period of restructuring. The stock has lost over 11% of its value since then. The market remains cautious.Even with Marvel’s "Deadpool &amp; Wolverine" grossing over $1 billion globally, Disney has yet to fully win over investors, be it on Wall Street or among the retail crowd.This much is clear: Both sides are convinced the Mouse House’s ability to balance its ambitious expansion plans with the current economic realities will be crucial in determining its future success.

Disney's parks division, once a major growth driver, has encountered headwinds due to weakening consumer spending. Photo via Joe Penniston on Flickr

Disney’s Grand Plan For Theme Parks, Cruise Line Isn’t Budging Wall Street — Or Retail Sentiment 

The media giant wants to revitalize growth, reverse declining park profits and navigate a challenging economic climate. Retail investors are not totally convinced yet. 

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Current Price	$100.80
Prev Close	$100.23
Open	$100.56
Dividend Yield	N/A
50-Day Moving Average	$100.11
Beta	N/A
Avg. Volume	917,864.83
PE Ratio	N/A

52-Week High	$103.41
52-Week Low	$75.43
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A
Enterprise Value/EBITDA	N/A

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