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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 federal prosecutors indicted two employees and a contractor for an alleged multi-billion dollar scheme to smuggle restricted AI hardware to China. While the company was not named as a defendant, the community is actively debating whether this indicates deeper, systemic management issues or if the stock represents a deep-value opportunity following the intense sell-off.

Pyth Network is a decentralised oracle network designed to provide real-time financial market data to decentralised applications (dApps) across multiple blockchains. It allows developer to secure smart contracts with reliable, low-latency market data from institutional sources, and build apps with high-fidelity oracle feeds designed for mission-critical systems.

Pyth Network

Pyth Network is gaining traction as a core infrastructure provider within the DeFi and Real World Asset (RWA) sectors, bolstered by its partnership with the U.S. Department of Commerce to provide on-chain macroeconomic data. The community is actively discussing the protocol's institutional-grade reliability, its revenue-sharing model through token buybacks, and its potential as a long-term utility asset compared to speculative meme coins.

Zebec's integrated products - real time payroll apps, on-chain payments infrastructure and networked DePIN - serve companies of all sizes, merchants and individuals and help transcend the boundaries of traditional banking and diminish the role of financial intermediaries.

Zebec Network

Zebec Network is trending as the community eagerly awaits the launch of its Super App and final token unlock, with active discussions focused on potential institutional partnerships and the broader regulatory landscape. Investors are debating the project's long-term utility versus short-term price action, maintaining high conviction as they accumulate tokens ahead of upcoming industry events.

Bittensor is an open-source protocol that powers a decentralized, blockchain-based machine learning network. Machine learning models train collaboratively and are rewarded in TAO according to the informational value they offer the collective. TAO also grants external access, allowing users to extract information from the network while tuning its activities to their needs.  Ultimately, BitTensors vision is to create a pure market for artificial intelligence, an incentivized arena in which consumers and producers of this valuable commodity can interact in a trustless, open and transparent context.  Bittensor enables:  -A novel, optimized strategy for the development and distribution of artificial intelligence technology by leveraging the possibilities of a distributed ledger. Specifically, its facilitation of open access/ownership, decentralized governance, and the ability to harness globally-distributed resources of computing power and innovation within an incentivized framework.  -An open-source repository of machine intelligence, accessible to anyone, anywhere, thus creating the conditions for open and permission-less innovation on a global internet scale.  -Distribution of rewards and network ownership to users in direct proportion to the value they have added.

Bittensor

Bittensor (TAO) is generating significant momentum as investors pivot toward decentralized AI infrastructure, driven by anticipation surrounding its upcoming halving event and growing institutional interest in its subnet-based model. The community is actively discussing its potential to serve as the 'Bitcoin of AI,' with many focusing on steady accumulation and the yield opportunities provided by staking on its various subnets.

Verastem, Inc. is a biopharmaceutical company, which engages in the development and commercialization of drugs for the treatment of cancer. The company was founded by Richard H. Aldrich, Michelle Dipp, Piyush Gupta, Satish Jindal, Eric S. Lander, Robert F. Weinberg, and Christoph H. Westphal on August 4, 2010 and is headquartered in Needham, MA.

Verastem Inc

Verastem Inc. is trending as investors digest a series of corporate updates, including a new 2026 strategic presentation, while the broader biotech sector reacts to aggressive M&A rumors and high-profile potential acquisitions within the KRAS inhibitor space. The community is actively debating the company's valuation relative to peers, management's recent insider activity, and the clinical potential of their pipeline versus the ongoing downward pressure from high short interest.

Shiba Inu (SHIB) is a meme token which began as a fun currency and has now transformed into a decentralized ecosystem. During the initial launch, 50% of the supply was allocated into Vitalik Buterin's ethereum wallet.   As a result of that, Vitalik proceeded to donate 10% of his SHIB holdings to a COVID-19 relief effort in India and the remaining 40% is burnt forever. That donation was worth about $1 billion at that time, which makes it one of the largest donation ever in the world.  What is the Shiba Inu community working on right now? The Shiba Inu team launched a decentralized exchange called Shibaswap with 2 new tokens, LEASH and BONE. LEASH is a scarce supply token that is used to offer incentives on Shibaswap. BONE is the governance token for holders to vote on proposals on Doggy DAO.

Shiba Inu

Shiba Inu is currently generating intense community debate, with some holders betting on a potential supply-side 'short squeeze' or burn-driven recovery, while others dismiss it as a stagnant project and a 'pump and dump' scheme. Despite the skepticism surrounding its long-term viability, a vocal segment of the community remains committed to a long-term 'buy and hold' strategy, often drawing comparisons to other speculative assets while closely monitoring whale activity for signs of a breakout.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs is gaining significant momentum as investors digest a strong earnings beat, record backlog growth, and a high-profile collaboration with NVIDIA to advance AI-native satellite imagery processing. The community is actively discussing the stock's role in critical defense infrastructure, with many traders betting on further upside as the firm capitalizes on rising government demand and institutional support.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

SPDR Gold Shares (GLD) is experiencing heavy selling pressure as the combination of a strengthening dollar, elevated Treasury yields, and uncertainty surrounding the conflict in the Middle East forces investors to re-evaluate gold's traditional safe-haven status. Market participants are actively debating whether this pullback represents a fundamental shift away from the metal or a temporary liquidity flush, with many closely watching key technical support levels while questioning how higher energy costs and potential interest rate adjustments will dictate the stock's next move.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending due to a significant partnership with Uber, which involves a $1.25 billion investment to deploy a large-scale autonomous robotaxi fleet. While investors are debating the long-term execution and the impact of the company's evolving R&D strategy, the community is actively discussing the stock's high trading volume and its potential as a long-term competitor in the electric vehicle and autonomous ride-hailing space.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products consist of diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly in May 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly is trending as investors digest data showing its tirzepatide franchise maintaining superiority over Novo Nordisk's competing GLP-1/amylin combination, CagriSema. Market sentiment is heavily bullish on Lilly's competitive positioning, while the community continues to closely monitor the upcoming regulatory milestones for its oral weight-loss pipeline.

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<ul class="summary-bullets"><li>Investors reacted sharply to the AI world-creation prototype’s rollout, which briefly wiped out about $47 billion in market value for video game stocks.</li><li>Jefferies underscored how an explosion of AI-generated gaming content could elevate the importance of standout ad placement.</li><li>Project Genie allows users to generate immersive digital worlds instantly.</li></ul>Jefferies analyst Brent Thill has expressed confidence in the gaming company&nbsp;Unity Software (U) despite the recent selloff in gaming stocks triggered by a new artificial intelligence tool from Alphabet Inc.’s (GOOG, GOOGL) Google.&nbsp;Investors reacted sharply to the AI world-creation prototype project Genie’s rollout, which briefly wiped out about $47 billion in market value for video game stocks, but Jefferies sees opportunities beneath the volatility rather than structural threats to the gaming platforms.<h2 class="st-heading-2">Analyst’s Take On AI Impact</h2>After Google made its experimental Project Genie available to AI Ultra subscribers in the U.S., investors appeared to reassess the outlook for stocks tied to gaming-engine and ad tech.Jefferies anticipates that rather than developers abandoning traditional engines altogether, companies like Unity and Roblox (RBLX) are more likely to integrate new generative models into their existing tools.&nbsp;This perspective suggests a collaborative trajectory with AI instead of outright displacement, helping regain confidence in these platforms.<a href="https://stocktwits.com/symbol/U">Unity stock</a> traded over 3% higher by Monday mid-morning. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_02_115553_png_cfca662b02.webp" alt="U’s Sentiment Meter and Message Volume as of 11:45 a.m. ET on Feb. 2, 2026 | Source: Stocktwits" width="931" height="101"><figcaption>U’s Sentiment Meter and Message Volume as of 11:45 a.m. ET on Feb. 2, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Distribution Premiums</h2>The firm also underscored how an explosion of AI-generated gaming content could elevate the importance of standout ad placement. ForAppLovin (APP) and ad products within Unity’s ecosystem, Jefferies sees premium distribution as a key differentiator.&nbsp;Jefferies maintains a ‘Buy’ rating on Unity. On Friday,&nbsp;Unity CEO Matthew Bromberg&nbsp;took to the social media platform X to calm concerns from developers and investors about “world models” technology.&nbsp;He said these tools, like Project Genie, can help spark new ideas and creativity, but they are not advanced enough to replace game engines like Unity.&nbsp;Project Genie allows users to generate immersive digital worlds instantly, using simple text prompts or images, and then navigate those environments in real time.U stock has gained over 39% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/palantir-analyst-upgrade-earnings-commercial-government-projects-momentum/cZbgAWoR4kK">Palantir Gains Analyst Upgrade Ahead Of Earnings On Commercial, Government Projects Momentum</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Unity Software, Inc. logo appears on a smartphone screen in this illustration photo in Reno, United States, on January 2, 2025. 

Is Unity Stock Attractive After The Recent Selloff In Gaming Shares? Jefferies Has An Intersting Take

Jefferies anticipates that rather than developers abandoning traditional engines altogether, companies like Unity and Roblox are more likely to integrate new generative models into their existing tools. 

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<ul class="summary-bullets"><li>Project Genie is an early-stage research model designed to build living, interactive worlds.</li><li>The tool relies on Google’s Genie world model, which simulates physics, movement, and object interactions.</li><li>Unity CEO says that these tools expand creative possibilities but are not yet ready to replace traditional game engines.</li></ul>Unity Software Inc. (U) stock slid sharply on Friday after tech giant Alphabet Inc.’s (GOOG, GOOGL) Google unveiled a new AI-driven tool that could change how virtual environments are created.&nbsp;The initiative, known as Project Genie, allows users to generate immersive digital worlds instantly, using simple text prompts or images, and then navigate those environments in real time.Unity, known for its widely used game development engine, saw its&nbsp;<a href="https://stocktwits.com/symbol/U">stock</a> tumble about 21% by Friday mid-morning.&nbsp;However, on Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘extremely bearish’ territory the previous day. Message volume shifted to ‘high’ from ‘low’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_30_114043_png_53e6788b6f.webp" alt="U’s Sentiment Meter and Message Volume as of 11:30 a.m. ET on Jan. 30, 2026 | Source: Stocktwits" width="936" height="104"><figcaption>U’s Sentiment Meter and Message Volume as of 11:30 a.m. ET on Jan. 30, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Project Genie</h2>Project Genie is an early-stage research model designed to build living, interactive worlds. Users can create characters, define landscapes, and explore environments that continuously expand as they move. The system generates scenery in real time, enabling exploration by walking, driving, flying, or riding through AI-built settings.The tool relies on Google’s Genie world model, which simulates physics, movement, and object interactions while maintaining consistency across environments.&nbsp;<h2 class="st-heading-2">How Did The CEO React?</h2>Unity’s CEO Matthew Bromberg took to the social platform X to reassure developers and investors, explaining how “world models” technology fits into Unity’s long-term strategy.In his&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/MBromberg/status/2017275495696540149">post</a>, Bromberg said that these tools expand creative possibilities but are not yet ready to replace traditional game engines. He added that while results from the models can appear sophisticated, the outputs remain probabilistic, meaning they can change unpredictably with each interaction.&nbsp;That lack of consistency makes them difficult to use in games that require precise mechanics and repeatable player experiences, Bromberg said.&nbsp;<blockquote>“Rather than viewing this as a risk, we see it as a powerful accelerator. Video-based generation is exactly the type of input our Agentic AI workflows are designed to leverage—translating rich visual output into initial game scenes that can then be refined with the deterministic systems Unity developers use today.”- Matthew Bromberg, CEO, Unity&nbsp;</blockquote>U stock has gained over 32% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dan-ives--ai-will-drive-apple-2026-story-i-phone-price-hikes/cmySFEnR4Sh">Dan Ives Says AI Will Drive Apple’s 2026 Story As iPhone Price Hikes Linger: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Unity Technologies.

Unity Shares Tumble After Google Unveils AI World-Building Tool – CEO Plays Down The Threat

Google’s Project Genie allows users to generate immersive digital worlds instantly with simple text prompts or images, then navigate them in real time.

<ul class="summary-bullets"><li>The update makes Roblox the first major gaming platform to require users of all ages to confirm their age before chatting with others.&nbsp;</li><li>Users will have to complete the verification process directly in the Roblox app using their device’s camera.</li><li>Once verified, users are placed into one of six age brackets ranging from under 9 to 21 and older.</li></ul>Roblox Corp. (RBLX) has garnered increased investor attention after the company said it has begun enforcing mandatory age verification for users who want to access chat features on its platform, marking a major shift in how large gaming networks manage online communication.The change started in the U.S. and will expand globally over the coming days to all regions where chat is available.<h2 class="st-heading-2">New Safety Requirement Rolls Out</h2>The update makes Roblox the first major gaming platform to require users of all ages to confirm their age before chatting with others. The company said the move is designed to promote safer, age-appropriate interactions and reduce direct communication between adults and minors.<blockquote>&nbsp;“By building proactive, age-based barriers, we can empower users to create and connect in ways that are both safe and appropriate.”-Matt Kaufman, Chief Safety Officer, Roblox</blockquote><a href="https://stocktwits.com/symbol/RBLX">Roblox stock</a> inched 0.3% higher by Wednesday mid-morning. On Stocktwits, retail sentiment around the stock improved to ‘extremely bullish’ from ‘bullish’ the previous day. At the same time, message volume shifted to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_07_103612_png_d77b81f530.webp" alt="RBLX’s Sentiment Meter and Message Volume as of 10:40 a.m. ET on Jan. 7, 2026 | Source: Stocktwits" width="928" height="100"><figcaption>RBLX’s Sentiment Meter and Message Volume as of 10:40 a.m. ET on Jan. 7, 2026 | Source: Stocktwits</figcaption></figure>The stock saw a more than 700% increase in retail chatter over 24 hours as of Wednesday morning.&nbsp;<h2 class="st-heading-2">How Do Age Checks Work?</h2>Users will have to complete the verification process directly in the Roblox app using their device’s camera, which estimates age in seconds. Users aged 13 and older may alternatively verify their age using official identification.Once verified, users are placed into one of six age brackets ranging from under 9 to 21 and older. By default, chat access is limited to nearby age groups, and for children under nine, chat will remain disabled.Roblox has been facing multiple lawsuits, accusing it of failing to shield minors from online exploitation adequately. On Tuesday, TD Cowen lowered its fourth-quarter bookings forecast&nbsp;for Roblox to $2.24 billion from $2.30 billion after December came in weaker than expected. The firm also reduced its full-year 2026 bookings estimate to $8.09 billion from $8.48 billion.RBLX stock has gained over 24% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/critical-metals-greenland-s-tanbreez-are-drawing-significant-investor-attention-today/cmxzcOZR42B">Critical Metals, Greenland’s Tanbreez Are Drawing Significant Investor Attention Today – Why This Multi-Purpose, Pilot-Plant Facility Matters?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, a person holds a smartphone displaying the logo of Roblox Corporation.

Roblox Tightens Safety Rules With Global Age Verification Push: Retail Chatter Spikes 700% In 24 Hours

The facial age check has started in the U.S. and will expand globally over the coming days to all regions where chat is available.

Video Games ETF (NERD) Hits New 52-Week High

NERD surged to a new 52-week high, thanks to a sharp jump in AppLovin shares and strong momentum in the gaming sector.

Current Price	$20.99
Prev Close	$21.09
Open	$20.82
Dividend Yield	N/A
50-Day Moving Average	$22.50
Beta	N/A
Avg. Volume	2,679.19
PE Ratio	N/A

52-Week High	$28.81
52-Week Low	$17.85
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

NERD
Roundhill Video Games ETF

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