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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

SMCI is actively discussed as strong AI infrastructure demand and new partnerships conflict with market volatility, including recent chip export concerns, leaving the community divided on whether the stock is an undervalued "loaded spring" poised for a breakout or simply stuck in its current trading range.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD is trending as its recent earnings report, featuring a new dividend and significant share buybacks, sparks community debate: bulls point to deep value and an oversold market, while bears remain focused on intense competition from food delivery and broader China market concerns.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius Holdings is trending following a significant post-earnings sell-off that has perplexed investors despite strong financial results and analyst upgrades. The community is actively debating if the decline stems from market manipulation, technical 'gap filling,' or speculation around management's alleged strategy to facilitate a low-cost PepsiCo acquisition, overshadowing the strong performance of its brands like Alani Nu.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell Technology is surging following strong quarterly results and a bullish outlook, largely driven by accelerating AI and data center demand. The community is actively discussing management's significantly raised fiscal 2027 revenue guidance, which forecasts sustained growth through 2028, and applauding strategic acquisitions designed to enhance its 'all-optical' data center solutions.

Hycroft Mining Holding Corp. engages in the exploration, mining, and development of gold and silver properties. The company was founded on August 28, 2017 and is headquartered in Winnemucca, NV.

Hycroft Mining Holding Corporation - Ordinary Shares - Class A

Hycroft Mining Holding Corp

Hycroft Mining is actively discussed following recent large share purchases by billionaire Eric Sprott and an announced 55% increase in gold and silver mineral resources. The community is highly optimistic, viewing market dips as buying opportunities amidst rising precious metal prices and ongoing geopolitical volatility.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is trending amidst a notable downturn, fueled by ambiguity surrounding its earnings report and internal shifts within its key AI division. The community is split, with some highlighting extreme oversold conditions, deep undervaluation, and promising AI developments, while others remain bearish on Chinese tech given broader economic and geopolitical uncertainties.

Venture Global, Inc. engages in the development and construction of liquefied natural gas production, establishing us as a rapidly growing company delivering critical LNG to the world. It projects include Calcasieu, Plaquemines, CP2, CP3 and Delta projects. 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

Venture Global is trending as the global energy crisis intensifies with Qatar's LNG production halt and Strait of Hormuz disruptions, positioning the US producer uniquely with substantial spot market capacity and no exposure to the affected shipping lanes, driving community buzz around its ability to fill critical supply gaps.

Vanguard Index Funds - Vanguard Total Stock Market ETF

Vanguard Total Stock Market ETF

Vanguard Total Stock Market ETF ($VTI) is trending after recently hitting an all-time closing high amidst massive trading volume, sparking community discussions about long-term buy-and-hold strategies versus waiting for potential pullbacks in a broadly volatile market that is seeing U.S. equities outperform international counterparts.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is trending as recent analyst upgrades highlight its long-term potential in AI, robotics, and autonomous driving, sparking intense community debate over its robotaxi ambitions and critical valuation levels.

Fermi, Inc. engages in the development of energy infrastructure. It intends to develop an energy and data center development campus to support the needs of to-be-built AI infrastructure. The company was founded by Rick Perry, Toby Neugebauer and Griffin Perry on January 10, 2025 and is headquartered in Amrillo, TX.

Fermi Inc

Fermi LLC

Fermi is trending with bullish sentiment surging on news of a major equipment loan and an approved air permit for its AI data center campus, intensifying community debate between those anticipating imminent tenant deals and a short squeeze versus those highlighting valuation concerns and ongoing class-action lawsuit notices.

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SK Telecom (NYSE:SKM) Shares Gap Down - What's Next?

SK Telecom (NYSE:SKM) Shares Gap Down - Here's Why...

Best Low-Beta Stocks to Own Right Away: GOLD, CBOE, SKM & AGRO

Amid rising Middle East tensions and market volatility, low-beta stocks like GOLD, CBOE, SKM and AGRO stand out for stability and strategic growth drivers.

Envestnet Asset Management Inc. Trims Holdings in SK Telecom Co., Ltd. $SKM

Envestnet Asset Management Inc. lowered its position in shares of SK Telecom Co., Ltd. (NYSE:SKM - Free Report) by 72.1% during the 3rd quarter, according to its most recent disclosure with the...

<ul class="summary-bullets"><li>The company’s shares have gained nearly 5% so far this year, compared with the 4% decline witnessed in 2025.</li><li>The agreement, signed at Mobile World Congress 2026, aimed to shorten the timelines for building artificial intelligence data centers and reduce supply bottlenecks.</li><li>CEO Charles Liang in early February said that the company’s Data Center Building Block Solution has started to gain some key customer preference.</li></ul>Shares of Super Micro Computer, Inc. slipped nearly 1% in overnight trading,&nbsp;putting the stock on track for a third straight session of decline&nbsp;as broader markets sold off on concerns that escalating tensions between the U.S. and Iran could disrupt global trade.&nbsp;Retail trader confidence has also slipped even as fresh catalysts for the company’s AI-driven growth emerge.Late Tuesday, SK Telecom Co., Ltd. said it signed a three-party memorandum of understanding with Super Micro and Schneider Electric SE to develop an integrated solution for artificial intelligence data centers.Super Micro shares are up nearly 5% so far this year, compared with a 4% decline in 2025, as investors weigh strong AI-related demand against concerns over margin pressure from tariffs and component shortages.<h2 class="st-heading-2">SMCI’s Data Center Building Block</h2>CEO Charles Liang in early February said that the company’s Data Center Building Block Solution has begun to gain key customer preference as they look for faster deployment and faster time to online.“These pre-designed, pre-validated infrastructure building blocks not only speed up customers' data center builds, but they also save cost with better workload optimization and with minimal power and water consumption,” Liang said.<h2 class="st-heading-2">The Three-Party Collaboration</h2>The agreement, signed at Mobile World Congress 2026, aimed to shorten the timelines for building artificial intelligence data centers and reduce supply bottlenecks. The companies will collaborate on a pre-fabricated modular model that integrates AI computing servers with supporting power and cooling infrastructure into a single pre manufactured module.This would enable artificial intelligence data centers to be constructed in a building-block configuration, unlike the traditional steel-reinforced concrete method, in which servers and infrastructure are installed sequentially after the data center building is completed.The pre-fabricated modular model offers both faster deployment and improved cost efficiency. Under the MOU, SK Telecom will contribute its artificial intelligence data centers operational expertise, while Super Micro will provide high-performance GPU servers optimized for customer-specific AI computing scenarios.Schneider Electric will deliver MEP infrastructure design and construction capabilities to reliably support the growing demand for AI.<h2 class="st-heading-2">What Is Retail Thinking About SMCI?</h2>Retail sentiment on Super Micro dipped to ‘bearish’ from ‘bullish’ a week ago, with message volumes at ‘low’ levels, according to data from Stocktwits."Thats just the thing though, any substantial deal that SMCI negotiates wont have numbers. Why? It's because numbers are finite, in other words, they are for a set amount. Often, the deals that have no numbers are far more valuable than the ones that do,"&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/Ub3r5pAnK/message/646518004">said</a> one user.<stembedurl>https://www.stocktwits.com/Ub3r5pAnK/message/646518004</stembedurl>One bearish user pointed to trends linked with bearish Nvidia bets. "Over the course of the last few trading days, I've noticed NVD has been doing insane volume. NVD is a 2x short ETF for nvidia," the user <a href="https://stocktwits.com/KmOz19/message/646504526 ">posted</a>. "Point being that AI sentiment is still in the basement when people are piling into a 2x short for nvidia. Of course if nvidia goes no where we go no where, and that's exactly where we are going."<stembedurl>https://stocktwits.com/KmOz19/message/646504526</stembedurl>Retail sentiment on SK Telecom improved to ‘neutral’ from ‘bearish’ territory a day ago, with message volumes at ‘low’ levels. Shares of SK Telecom declined nearly 8% in overnight trading.Shares of Super Micro have declined more than 21% in the last 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/time-to-buy-sofi-stock-retail-traders-turn-bullish-after-stablecoin-tie-up-with-mastercard/cZd9XRzRI5f">Time To Buy SOFI Stock? Retail Traders Turn More Bullish After Stablecoin Tie-Up With Mastercard</a>

In this photo illustration, the Super Micro Computer, Inc. logo is seen displayed on a smartphone screen. 

SMCI Stock Struggles To Break Out: Will A New AI Data Center Deal Revive Bulls? 

At Mobile World Congress 2026, Super Micro signed an MOU with SK Telecom Co., Ltd. and Schneider Electric SE to build pre-fabricated modular AI data centers.

Equity

At Mobile World Congress 2026, Super Micro signed an MOU with SK Telecom Co., Ltd. and Schneider Electric SE to build pre-fabricated modular AI data centers.


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SK Telecom Co., Ltd. (NYSE:SKM - Get Free Report) saw unusually large options trading activity on Monday. Stock traders bought 3,217 call options on the company. This represents an increase of 84...

SK Telecom Co., Ltd. (NYSE:SKM) Receives Consensus Recommendation of "Reduce" from Analysts

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SK Telecom CEO Unveils 'AI Native' Strategy at MWC26, Driving Korea's Leap in AI Innovation

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SK Telecom (NYSE:SKM) Stock Price Passes Above 200 Day Moving Average - Should You Sell?

SK Telecom (NYSE:SKM) Shares Cross Above 200 Day Moving Average - Time to Sell...

SK Telecom Co., Ltd. engages in the provision of telecommunication and internet services. It operates through the following business divisions: Wireless Communication, Wired Communication, and Other. The Wireless Communication division deals with mobile phone, wireless data, information, and communication business. The Wired Communication division provides phone, high-speed Internet, data, and communication network rental services. The Other division includes product sales-type data broadcasting channel use business. The company was founded on March 29, 1984 and is headquartered in Seoul, South Korea.

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