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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 surging after a preliminary business update revealed that gross margins have nearly doubled to 15-17% alongside a record-breaking $60 billion backlog of new orders. The community is actively debating the potential for a massive short squeeze, with many pointing to high short interest as a primary catalyst for potential further upward momentum.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance faces a critical juncture as state attorneys general initiate antitrust litigation to block its massive merger with Warner Bros. Discovery, leaving investors focused on high-stakes court hearings and potential deal-killing regulatory hurdles. The community is actively debating the merger's long-term strategic viability versus the risks of heavy debt and integration failures, while closely monitoring the court's upcoming rulings on preliminary injunctions.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo Inc. is trending as it joins a new government-backed initiative to accelerate advanced nuclear reactor deployment for AI data centers, sparking community debate over the company's long-term commercialization timeline versus its current regulatory and execution risks. Investors are actively discussing the stock's massive pullback from historical highs while weighing the potential impact of federal support and upcoming nuclear criticality milestones.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund (USO) is trending as rising geopolitical tensions in the Middle East, including active military strikes and threats to critical maritime transit points like the Strait of Hormuz, drive speculation about potential supply disruptions. Market participants are intensely focused on how these escalations impact oil prices and inflation, with community discourse centered on whether current price levels reflect the severity of the conflict or if there is significant upside potential as supply concerns intensify.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending as investors and social media users fiercely debate the company's financial transparency, ongoing geopolitical tensions in the Middle East, and the impact of the administration's tariff policies. The community is actively divided, with intense discussions focusing on executive leadership, the financial viability of Truth Social's new premium services, and the broader economic consequences of current administration actions.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

CorMedix is facing persistent volatility as investors weigh the company's long-term growth potential against looming reimbursement shifts and the lack of a major catalyst to break current price ceilings. While the community actively debates whether the stock is an undervalued asset poised for a broader turnaround or a long-term underperformer, the discourse remains heavily focused on the uncertainty surrounding the post-incentive payment outlook and the impact of management's execution on adoption rates.

Occidental Petroleum Corp. engages in the exploration and production of oil and natural gas. It operates through the following segments: Oil and Gas, Chemical, and Midstream and Marketing. The Oil and Gas segment explores for, develops and produces oil and condensate, natural gas liquids, and natural gas. The Chemical segment manufactures and markets basic chemicals and vinyls. The Midstream and Marketing segment purchases, markets, gathers, processes, transports and stores oil, condensate, natural gas liquids, natural gas, carbon dioxide, and power. The company was founded in 1920 and is headquartered in Houston, TX.

Occidental Petroleum Corp.

Occidental Petroleum is capturing significant investor attention as escalating geopolitical tensions in the Middle East and the resulting uncertainty around global oil transit corridors drive volatility in crude markets. The community remains heavily focused on the company's robust balance sheet and potential for free cash flow expansion amidst these supply constraints, though traders are simultaneously bracing for impact from ongoing ceasefire negotiations.

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), 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 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 currently trending as investors weigh potential data center layoffs and a strategic partnership with Fortinet against broader semiconductor sector volatility ahead of the company's upcoming earnings report. The community remains deeply polarized, with bulls pointing to the company's long-term foundry turnaround and domestic manufacturing role, while bears express concern over mounting competition and the recent sharp price retracement from earlier highs.

Iovance Biotherapeutics, Inc. is a biopharmaceutical company, which engages in the development and commercialization of cell therapies as novel cancer immunotherapy products. Its lead product candidate, LN-144 for metastatic melanoma, is an autologous adoptive cell therapy utilizing tumor-infiltrating lymphocytes (TIL), which are T cells derived from patients' tumors. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovance Biotherapeutics is trending as it maintains strong momentum and high volume, with investors closely watching for a potential move above the key $5 share price threshold. The community is actively debating the significance of upcoming Q2 earnings and the broader commercial trajectory of their TIL therapy platform, while discussing strategies for long-term holding versus speculative trading.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

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Nasdaq, S&P 500 Futures Slip Ahead Of TSLA, GOOGL Earnings: Why SMCI, INTC, SLS, BATL, OKLO, RKLB Are In Focus 

Equity

Stocktwits data showed retail sentiment declined to ‘extremely bearish’ on SPY and ‘neutral’ on QQQ.


 Google Kicks Off Big Tech Earnings: Why Capex, Not Cloud Growth, Could Decide Market’s Next AI Trade

If Big Tech scales back its spending, it would have a cascading impact on semiconductor stocks as well as the global tech trade.


S&P 500, Nasdaq, Dow Futures Ease As Oil Rally Tempers AI Optimism Ahead of Big Tech Earnings: SMCI, OKLO, XE, SKHY, GOOG In Focus

U.S. futures declined amid rising oil prices as the conflict in the Middle East intensifies ahead of the peak earnings season. 

S&P 500, Dow Snap Three-Day Losses, Nasdaq Ends Best Day In Three Weeks As Earnings Take Centerstage — GOOGL, AAPL, AMD, TSLA, DIS In Focus

The Philadelphia Semiconductor Index jumped over 5%, its best single-day gain in a month, as bargain buyers piled onto semiconductor stocks.

Google Unveils Three New Gemini Models – A Look At Some Key Highlights

Google’s Gemini 3.5 Flash Cyber is a specialized cybersecurity model that will be available through CodeMender in a limited-access pilot, positioning it to compete with Anthropic's Claude Mythos.

Nvidia Reveals New Vera CPU Details As AI CPU Race Heats Up With AMD, Intel 

Nvidia Vera's custom Olympus cores were designed to maximize single-thread performance for the branch-heavy, latency-sensitive workloads common in agentic AI.


Bessent Says Trump Administration Will Scrutinize Open Source AI Models For IP Theft Amid Kimi K3 Buzz — ‘We Have The Ability To Sanction Them’

During an interview with Fox Business, Bessent said that the U.S. government is finding the watermarks of large language models built in the United States on many AI models coming out of China.


DDOG Stock Has Surged 94% This Year So Far — Jefferies Believes This Leaves Little Room For Slippage Ahead Of Q2 Earnings

According to TheFly, Jefferies downgraded Datadog to ‘Hold’ from ‘Buy’ while raising its price target to $280 from $210.


Wells Fargo Says Building AI Is Getting More Expensive — Here's Why It Hiked Price Targets For GOOGL, AMZN And META

According to TheFly, Wells Fargo’s Ben Gawrelski hiked the price target for Alphabet to $438 from $416, Amazon to $322 from $312, and Meta to $835 from $767.


ORCL, BE, HUT, Or IREN: Retail Investors Are Split Between Two Data Center Stocks Despite Diverging Returns

According to a Stocktwits poll featuring 3,800 respondents, Oracle and Iren were favored over Hut 8 and Bloom Energy stocks.


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Too early to tell

Semiconductor stocks have been under significant selling pressure in recent weeks, leaving retail investors debating whether the worst is over or if more downside lies ahead. Cast your vote and let us know your reasoning in the comments.

Is the pullback in semiconductor stocks over? 
 
Explain your reasoning in the comments.

Stocktwits

Stocktwits Polls

Investors are hyper-focused on massive data center build-outs, surging memory chip demand, and the sustainability of high valuation premiums.

Rising tensions in the Middle East and energy sector volatility are fueling heated debates over market valuations and the potential for a larger crash.

Traders are closely watching upcoming earnings from big-tech titans like Google and Tesla for clues on whether the market momentum will continue.

Growing skepticism about US equities is triggering discussions on potential rotation into emerging markets and risks associated with yen carry trade unwinds.

Users are divided and highly suspicious of low-volume rallies, pointing to artificial price movements and structural imbalances within the market.

Current Price	$708.97
Prev Close	$696.06
Open	$706.57
Dividend Yield	N/A
50-Day Moving Average	$719.29
Beta	N/A
Avg. Volume	52.37M
PE Ratio	N/A

52-Week High	$748.65
52-Week Low	$551.68
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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