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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

AMD is experiencing a massive, sentiment-driven rally following an earnings report that the community is viewing as a landmark moment for its AI data center growth. While bulls are celebrating what they describe as a structural shift and potential for further gains, a significant portion of the community is debating whether this parabolic move reflects legitimate long-term momentum or a bubble-like extension fueled by intense FOMO and short-covering.

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 surging after delivering a bottom-line earnings beat and reporting a significant recovery in gross margins, which has triggered a massive short squeeze among traders who were betting against the company's profitability. The community is heavily focused on the improved margin guidance and the potential for a sustained rally as institutional and retail investors debate whether this marks a definitive turnaround from recent accounting and legal headwinds.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio shares are trending as investors anticipate major upcoming catalysts, including a potential sBLA decision and management's commentary during the upcoming earnings call. The community is actively discussing clinical trial updates, aggressive short-selling activity, and the company's prospects for global expansion.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is seeing intense investor focus as it hits all-time highs, fueled by an insatiable demand for HBM and enterprise SSDs amidst a persistent semiconductor supply crunch. The community is sharply divided between bulls betting on massive rerating potential and extended AI-driven growth, and bears warning that the current momentum resembles a parabolic bubble ripe for a correction.

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 currently facing intense retail frustration and downward price pressure as investors rotate capital into other semiconductor stocks, despite the company remaining a dominant leader in the AI infrastructure space. Community sentiment is largely driven by a growing disconnect between the company's strong fundamentals and its sideways market performance, with traders closely monitoring upcoming earnings as a potential catalyst for a renewed rally.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X Shares

Semiconductor bears are facing intense pressure as the sector continues a relentless, momentum-driven rally that ignores valuation concerns and geopolitical risks. The community is actively debating the sustainability of this bubble, with many traders frustrated by the persistent disconnect between sector earnings and price action while struggling with the heavy decay inherent in leveraged bearish positions.

Digi Power X, Inc. is a block chain technology company, which engages in crypto currency mining. It focuses on validation through mining, hosting solutions, and blockchain software solutions. It operates through the following segments: Cryptocurrency Mining, Sales of Energy and Electricity, and Colocation Services. The company was founded on February 18, 2017, and is headquartered in Miami, FL.

Digi Power X Inc. - Ordinary Shares (Sub voting)

Digi Power X is rallying following a transformational billion-dollar AI data center contract with Cerebras Systems, fueling community optimism about a potential short squeeze and long-term valuation re-rating. Investors are closely watching the partnership as a major catalyst for momentum, with many actively debating the stock's potential to reach double-digit price levels.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is experiencing heightened community engagement as investors debate the impact of the company's aggressive Bitcoin acquisition strategy ahead of its quarterly earnings release. Conversations are heavily focused on the stock's role as a high-beta proxy for Bitcoin, with bulls highlighting the potential for short squeezes and institutional adoption, while bears remain skeptical of the sustainability of the company's debt-fueled growth model.

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 undergoing a parabolic surge fueled by a structural AI memory supercycle and reports of long-term supply shortages for NAND and DRAM chips. The community remains deeply divided between bulls citing massive earnings growth and NASDAQ-100 inclusion, and skeptics who fear a speculative bubble driven by artificial scarcity and extreme volatility.

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The Zacks Analyst Blog Highlights X-energy, NLR, URAN, NUKZ, URA and URNJ

Nuclear energy gains momentum as X-energy surges post-IPO and ETFs like NLR and URA attract interest amid rising global energy security concerns.

Nuclear Power to Surge Amid Energy Crisis: ETFs to Bet On

Oil shock, AI power demand and energy security fears are driving a nuclear comeback. ETFs like NLR and NUKZ stand to benefit.

Microsoft and NVIDIA's AI-Nuclear Play: ETFs That May Gain

Microsoft teams up with NVIDIA to bring AI to nuclear energy, targeting faster approvals and efficiency. Here are the ETFs poised to benefit from the shift.

<ul class="summary-bullets"><li>Atomic Alchemy is targeting criticality for the Groves facility by July 4, 2026.</li><li>The site is located near Lockhart in Caldwell County, Texas, and is part of the planned Proto-Town Innovation Hub.</li><li>The company reported FY25 net loss per share of $0.72, compared to $0.74 in FY24.</li></ul>Oklo Inc. (<a href="https://stocktwits.com/symbol/OKLO">OKLO</a>) on Tuesday said that the U.S. Department of Energy (DOE) has approved the Nuclear Safety Design Agreement (NSDA) for Atomic Alchemy’s Groves Isotopes Test Reactor in Texas under the DOE’s Reactor Pilot Program (RPP).&nbsp;The NSDA approval for Oklo’s wholly owned subsidiary follows the announcement of the signing of the Other Transaction Agreement (OTA) for the facility in January, and is a major milestone in DOE’s RPP authorization pathway, designed to speed execution and help expand U.S. industrial capacity through a framework that supports swift, scalable deployment, the firm said.&nbsp;“With DOE’s approval, we are making meaningful progress in the development of this isotope facility,” said Jacob DeWitte, co-founder and CEO of Oklo.<h2 class="st-heading-2">Facility Details</h2>With the NSDA approved, the facility moves into the next phase of project execution under DOE oversight by submitting its Preliminary Documented Safety Analysis (PDSA) for review. Atomic Alchemy is targeting criticality for the Groves facility by July 4, 2026.The site is located near Lockhart in Caldwell County, Texas, and is part of the planned Proto-Town Innovation Hub, a development intended to host demonstrations of new construction technologies and full-scale prototype buildings.The facility will help lay the groundwork for future commercial plants in the United States that produce isotopes to support cancer diagnosis and treatment, advanced manufacturing, scientific research, space exploration, and national security needs, the statement said.&nbsp;<h2 class="st-heading-2">FY25 Results</h2>The company reported FY25 net loss per share of $0.72, compared to $0.74 in FY24. Analysts, on average, expected FY25 loss per share of $0.62, according to data from Fiscal.ai.&nbsp;The company said that as of&nbsp;Dec. 31, 2025, it has&nbsp;cash and marketable securities of $1.4 billion, which comprised cash and equivalents of $788.4 million, and marketable securities of $624.1 million.<h2 class="st-heading-2">Retail reaction</h2>Retail sentiment around OKLO&nbsp;shares trended in&nbsp;the ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;Shares in the company have fallen 18% year to date.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Oklo Inc.

OKLO Receives DOE’s Approval For Atomic Alchemy’s Groves Isotopes Test Reactor in Texas

The NSDA approval for Oklo’s wholly owned subsidiary follows the announcement of the signing of the Other Transaction Agreement (OTA) for the facility in January.

Equity

The NSDA approval for Oklo’s wholly owned subsidiary follows the announcement of the signing of the Other Transaction Agreement (OTA) for the facility in January.


Nuclear ETFs in Spotlight as Middle East Conflict Intensifies Energy Crisis

Middle East turmoil and surging oil prices are reigniting nuclear demand, putting ETFs like URA in focus as nations seek energy security.

<ul class="summary-bullets"><li>The company said that ORNL has been awarded funding under the U.S. Department of Energy’s GAIN initiative to collaborate with NuScale in this research program.</li><li>This award is a part of the first round of GAIN funding vouchers awarded in fiscal year 2026, NuScale added.</li><li>NuScale stated that the study with ORNL will evaluate ways to reduce fuel costs across multiple and single reactors.</li></ul>Shares of NuScale Power Corp. (SMR) gained more than 6% in Thursday’s opening trade after the company announced a new partnership to explore the use of AI in managing nuclear fuel.NuScale announced that it will team up with the Oak Ridge National Laboratory (ORNL) to utilize an AI-enabled nuclear design framework for a 12-NuScale Power Module (NPM) configuration.<h2 class="st-heading-2">What Is The Partnership About?</h2>NuScale stated that it will explore with ORNL how fuel could be managed even more efficiently and effectively across multiple reactors at a single site.The company said that ORNL has been awarded funding under the U.S. Department of Energy’s Gateway for Accelerated Innovation in Nuclear (GAIN) initiative to collaborate with NuScale in this research program. This award is a part of the first round of GAIN funding vouchers awarded in fiscal year 2026, NuScale added.“We are thrilled to be collaborating with ORNL, with the support of the DOE, to assess exciting new opportunities for potentially managing fuel even more efficiently across multiple nuclear reactors and further reducing costs going forward,” said NuScale President and CEO John Hopkins.<h2 class="st-heading-2">Study To Explore Ways To Reduce Costs</h2>NuScale stated that the study with ORNL will evaluate ways to reduce fuel costs across multiple and single reactors. The company said that, unlike large reactors, NuScale uses a multi-module architecture to enhance fuel efficiency.NuScale added that its architecture features up to 12 reactors with a single shared fuel pool and a wide range of fuel options. The company said that by sharing fuel across modules, it may find ways to improve overall plant fuel efficiency beyond what can normally be achieved in a single reactor plant, ultimately reducing costs.NuScale added that ORNL will bring its AI expertise, machine learning, fuel management, and computational resources to the table.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/SMR">NuScale Power</a> trended in the ‘neutral’ territory. SMR stock was among the top three trending tickers on the platform at the time of writing.A bullish user called NuScale a “real player in nuclear energy,” saying this is just the start.<stembedurl>https://stocktwits.com/Amit18/message/644779282</stembedurl>Another bullish user stated it would be worth watching when NuScale starts announcing contracts with big technology companies.<stembedurl>https://stocktwits.com/LieutenantJoe/message/644778184</stembedurl><a href="https://stocktwits.com/symbol/SMR">SMR stock</a> is up 16% year-to-date, but down 38% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-jobless-claims-report-february-7-2026-week/cZRTNa9R4ri">Jobless Claims Come In Slightly Higher Than Expectations, Continuing Claims Rise</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the NuScale Power Corporation (Nu Scale) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

SMR Stock Rises As NuScale Announces Partnership To Explore AI-Guided Nuclear Fuel Management: Retail Calls It A ‘Real Player’

NuScale stated that it will explore with ORNL how fuel could be managed even more efficiently and effectively across multiple reactors at a single site.

ETFs Primed to Benefit From America's $2.7 Billion Nuclear Push

The DOE's $2.7 billion push to build U.S. uranium enrichment capacity could fuel a nuclear revival - and make ETFs like URA compelling plays. 

<ul class="summary-bullets"><li>ASP Isotopes’ collaboration with TerraPower focuses on constructing a new uranium enrichment facility in South Africa.&nbsp;</li><li>The agreement also ensures delivery of the initial fuel cores for TerraPower’s Natrium reactor in Wyoming.</li><li>Meta will fund the construction of up to eight Natrium plants, with delivery of initial units as early as 2032.</li></ul>ASP Isotopes Inc. (ASPI) stock drew a lot of investor attention on Friday after Meta Platforms (META) entered into a long-term agreement with TerraPower to secure a substantial supply of nuclear energy.In 2025, ASP Isotopes finalized several agreements with TerraPower to finance and supply fuel for advanced nuclear projects.<h2 class="st-heading-2">Advanced Enrichment Technology</h2>The company focuses on uranium enrichment, a process essential for powering modern nuclear reactors. Naturally occurring uranium is largely composed of U-238, which cannot sustain nuclear fission. To generate energy, reactors require U-235, which must be separated through a process known as enrichment.&nbsp;ASP Isotopes uses its proprietary Aerodynamic Separation Process, a method that increases efficiency and reduces costs compared with traditional techniques. The company’s strategy centers on producing High-Assay Low-Enriched Uranium (HALEU), the fuel necessary for small modular reactors (SMRs) and other advanced nuclear systems.<a href="https://stocktwits.com/symbol/ASPI">ASP Isotopes’ stock</a> traded over 13% higher in Friday’s premarket.<h2 class="st-heading-2">Agreement With TerraPower&nbsp;</h2>ASP Isotopes’ collaboration with TerraPower focuses on constructing a new uranium enrichment facility in South Africa and ensuring a long-term supply of HALEU for TerraPower’s Natrium reactor in Wyoming.The agreement ensures delivery of the initial fuel cores for TerraPower’s Natrium reactor in Wyoming, while a 10-year contract, starting in 2028, will supply up to 150 metric tons of HALEU through 2037.&nbsp;Friday’s agreement between Meta and TerraPower is significant because the tech giant will fund the construction of up to eight Natrium plants, with delivery of the initial units as early as 2032.<h2 class="st-heading-2">&nbsp;What Are Stocktwits Users Saying?</h2>On Stocktwits, retail sentiment around the stock improved to ‘extremely bullish’ from ‘bullish’ territory the previous day amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_09_075629_png_abdb545c66.webp" alt="ASPI’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on Jan. 9, 2026 | Source: Stocktwits" width="933" height="98"><figcaption>ASPI’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on Jan. 9, 2026 | Source: Stocktwits</figcaption></figure>A bullish Stocktwits user suggested going long on the stock.<stembedurl>https://stocktwits.com/lefthanders/message/641313934</stembedurl>Another user expressed optimism about nuclear power.&nbsp;<stembedurl>https://stocktwits.com/mikesterz7/message/641312104</stembedurl>ASPI stock has gained over 43% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-vistra-stock-surge-pre-market-today/cmU2fYrR4de">Why Did Vistra Stock Surge 11% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the ASP Isotopes logo is seen displayed on a smartphone screen. 

ASP Isotopes Stock Surged Over 13% Today – Why The Company Stands To Gain From Meta’s Nuclear Energy Deal With TerraPower

In 2025, ASP Isotopes finalized several agreements with TerraPower to finance and supply fuel for advanced nuclear projects.

<ul class="summary-bullets"><li>The firm stated that the derisked LWR design and the Tennessee Valley Authority’s licensing agreement bolster NuScale’s credibility.</li><li>The U.S. Nuclear Regulatory Commission approved NuScale’s uprated reactor design in May 2025.</li><li>NuScale’s uprated power module was the second small modular reactor design to have been approved by the NRC.</li></ul>Shares of NuScale Power Corp. (SMR) surged more than 12% in Friday’s pre-market trade. Analysts at BofA upgraded the stock following a correction of nearly 9% over the past month.According to TheFly, BofA upgraded NuScale Power to ‘Neutral’ from ‘Underperform’, but also trimmed the price target to $28 from $34. The firm’s new price target implies an upside of 42% from the SMR stock’s closing price on Thursday.<h2 class="st-heading-2">What Is BofA Saying?</h2>In its latest note, BofA stated that it now views NuScale’s deployments closer to its base case. The firm also noted that the derisked Light-Water Reactor (LWR) design and the Tennessee Valley Authority’s (TVA) licensing agreement bolster NuScale’s credibility.The U.S. Nuclear Regulatory Commission (NRC) approved NuScale’s uprated reactor design in May 2025, after the company revised the power module’s capacity upward to 77 megawatt-electric (MWe), from 50-MWe.NuScale’s uprated power module was the second small&nbsp;modular&nbsp;reactor (SMR) design to have been approved by the NRC.The TVA entered into an agreement with ENTRA1 Energy in September 2025 to deploy nuclear power capacity of up to six gigawatts using NuScale’s SMR technology.However, the firm added that the limited contract visibility caps the upside for the SMR stock in the near term.<h2 class="st-heading-2">Here’s What Stocktwits Users Think</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/SMR">NuScale Power</a> trended in the ‘extremely bullish’ territory. SMR stock was among the top three trending tickers on the platform at the time of writing.A bullish user stated that NuScale’s viability as a business could be proved amid anticipation of a “couple of major contracts.” The user also pointed to the government's efforts to streamline permits for nuclear power plants as a catalyst for the SMR stock.<stembedurl>https://stocktwits.com/Dlutsky/message/641308933</stembedurl>Another Stocktwits user stated that if AI adoption continues to accelerate this year, energy providers offering next-generation solutions could remain in the re-rating phase for a long time.<stembedurl>https://stocktwits.com/jonasono/message/641310411</stembedurl><a href="https://stocktwits.com/symbol/SMR">SMR stock</a> is up 39% year-to-date, but flat over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-big-oil-invest-at-least-100-billion-venezuela/cmU29w3R4d2">Trump Says Big Oil Will Invest At Least $100 Billion To Rebuild Venezuela's Oil Infrastructure</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

What Is Fueling SMR Stock's Surge Today?

BofA upgraded NuScale Power to ‘Neutral’ from ‘Underperform’, but also trimmed the price target to $28 from $34.

What's Driving the Surge in Rare Earth Stocks

Here's what you need to know about critical materials, the latest front in the trade war.

VanEck ETF Trust - VanEck Uranium Nuclear Energy ETF

Still early innings

Overdone

Consolidation due before next leg up

Memory stocks have surged over the past year - is the run overdone or still early innings?

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