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Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies shares surged following record quarterly results that comfortably exceeded market expectations, driven by explosive demand for AI-optimized servers. The company’s significant upward revision to its full-year financial outlook further fueled bullish sentiment, despite some market uncertainty regarding sustainable profit margins in the AI sector.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund is trending due to heightened geopolitical tensions in the Middle East following fresh military strikes near the Strait of Hormuz, which have pushed crude prices higher. Community discussion is sharply divided between traders capitalizing on price volatility through short-term positions and those debating whether escalating regional conflicts or potential diplomatic developments will dictate the asset's next major price move.

Abercrombie & Fitch Co. engages in the retail of apparel, personal care products, and accessories. The firm operates through following geographical segments: Americas, Europe, the Middle East and Africa (EMEA), and Asia-Pacific (APAC). Its brands include Abercrombie and Hollister. The company was founded by David Abercrombie in 1892 and is headquartered in New Albany, OH.

Abercrombie & Fitch Co. - Ordinary Shares - Class A

Abercrombie & Fitch Co.

Abercrombie & Fitch is experiencing significant volatility and heavy trading volume as retail traders debate whether the stock is a long-term value opportunity supported by robust share buybacks or a candidate for a major correction following its recent earnings-driven rally. While some traders point to strong fundamentals and potential short squeeze dynamics, skeptics argue that the gains are largely fueled by one-time tariff refunds and caution against overvaluation.

UNI is the governance token for Uniswap, an Automated Market Marker DEX on the Ethereum blockchain. The UNI token allows token holders to participate in the governance of the protocol. Key decisions such as usage of the treasury or future upgrades can be decided through a governance vote.

UniSwap

Uniswap is trending as traders react to a governance proposal aimed at activating a fee switch and initiating a large-scale token burn, driving optimism about potential deflationary pressure and protocol revenue. Community discussion remains focused on these governance developments alongside the project's strategic role as a core liquidity layer for tokenized assets.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is experiencing significant volatility and negative sentiment driven by frustration over the lack of public progress on commercial milestones, alongside skepticism regarding the company's timeline and insider selling. While some traders view current price levels as a potential bottom-fishing opportunity and maintain hope for upcoming catalyst announcements, others are vocally criticizing the management and questioning the company's ability to scale technology.

VanEck ETF Trust - VanEck Gold Miners ETF

VanEck Gold Miners ETF

GDX is currently trending as traders debate the ETF's near-term technical outlook amid a broader discussion on gold's role as a hedge against fiscal instability, high debt, and potential Fed rate policy shifts. Market participants are divided between those anticipating a tactical pullback and others maintaining long-term bullish positions based on the sector's performance relative to physical gold and macroeconomic uncertainty.

ProShares Trust II - ProShares Ultra Bloomberg Crude Oil 2x Shares

ProShares Ultra Bloomberg Crude Oil

Crude oil is receiving attention as traders monitor escalating tensions in the Middle East, specifically involving recent military activity in the Strait of Hormuz, alongside a broader debate regarding whether current oil prices have already priced in the conflict. While some market participants anticipate potential supply disruptions, others point to rising oil production, recovered shipping flows, and increased global renewable capacity as factors supporting a bearish outlook for oil prices.

VS Trust - 2x Long VIX Futures ETF

Volatility Shares 2x Long VIX Futures ETF

Discussion is fragmented as traders express frustration over the instrument's lack of performance relative to broader market volatility, with many labeling it a "scam" or "useless" and suggesting better alternatives like SOXS for hedging. While some remain patient and continue to dollar-cost average in anticipation of a potential VIX spike, others argue the ETF's structural decay makes it a poor vehicle for long-term holding.

Fabrinet engages in the provision of optical packaging and electronic manufacturing services to original equipment manufacturers. The firm's engineering services include process design, failure analysis, reliability testing, tooling design, and real-time traceability system. Its manufacturing operations offer sensors, subsystems, customized optics, and optical modules and components. The company was founded by David Thomas Mitchell on August 12, 1999 and is headquartered in George Town, Cayman Islands.

Fabrinet

Fabrinet is experiencing significant volatility as investors debate the impact of high capital expenditures on free cash flow versus the company's strong earnings beats and ongoing demand for AI-related optical connectivity. While some traders view the recent price drop as a buying opportunity, others express concern over institutional selling and weak margins.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingo is trending as investors react to an analyst upgrade from Evercore ISI, which raised the stock to Outperform and more than doubled its price target, citing improved product performance and accelerating user growth. While some traders view the company's AI integration as a key long-term catalyst for growth and user engagement, others remain skeptical, citing concerns about competition from broader AI tools and the stock's recent volatility.

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DELL, HPE Stocks Draw Focus Ahead Of Earnings This Week — And SMCI Bulls Are Watching Closely

Super Micro Computer's recent filing of its annual 10-K report has shifted investor focus toward the company's strong financial growth and the remediation of previous internal control weaknesses. While retail traders continue to debate potential market manipulation and the impact of sector peers like Dell and HPE, sentiment remains polarized between those anticipating a violent re-rating and those concerned about lingering regulatory and governance risks.

Vertiv Plunges 20% in Three Months: Buy, Sell, or Hold the Stock?

VRT's AI infrastructure demand, margin gains, and upbeat outlook support growth, but execution risks, supply-chain volatility, and premium valuation remain risks.


Super Micro Computer and Albertsons Companies have been highlighted as Zacks Bull and Bear of the Day

Super Micro Computer stands out on soaring AI infrastructure demand, while Albertsons faces margin pressure and weaker growth prospects.

Zacks Investment Ideas feature highlights: Dell, Nvidia, Hewlett Packard, Super Micro Computer and Lenovo

Dell heads into Q2 with surging AI server demand, rising EPS estimates and high expectations ahead of its earnings report.

Buy 5 AI-Powered Momentum Stocks for September After a Strong August

NVDA, SMCI, SMTC, SITM and KEYS are five AI-powered stocks that combine strong momentum with robust growth prospects as September begins.


Equity

The AI infrastructure boom is facing another key readout as investors gauge whether demand remains strong enough to support elevated valuations.


Bull of the Day: Super Micro Computer (SMCI)

With regulatory uncertainties receding and multi-billion dollar hyperscaler spending continuing to ramp up, Super Micro Computer remains a strong buy in the scorching-hot AI hardware sector.

 Buy Dell Technologies Stock Before Q2 Earnings as AI Server Demand Soars?

Dell Technologies (DELL) is set to report Q2 results after-market hours on Tuesday, Sept. 1, with expectations running high following explosive growth in its AI infrastructure business. 

Super Micro Computer Investigation Initiated: Kahn Swick & Foti, LLC Investigates the Officers and Directors of Super Micro Computer, Inc. - SMCI

Former Attorney General of Louisiana, Charles C. Foti, Jr., Esq., a partner at the law firm of Kahn Swick & Foti, LLC (KSF), announces that KSF has commenced an investigation into Super Micro Computer, Inc. (Super Micro or the Company) (NasdaqGS: SMCI).On March 19, 2026, post-market, the U.S...

Should You Buy Super Micro Computer (SMCI) After Golden Cross?

When a stock experiences a golden cross technical event, good things could be on the horizon. How should investors react?

How Are Nasdaq, Dow, S&P 500 Futures Reacting As US Launches Fresh Strike On Iran?

Geopolitics are back in the center stage over the weekend after the U.S. struck two Iranian rocket launchers late Sunday. 

• Reported GAAP EPS of $1.83 up 454.55% YoY
• Reported revenue of $11.12B up 93.16% YoY
• Super Micro Computer expects net sales in the range of $14.5 billion to $15.5 billion for Q1 FY2027 and net sales in the range of $65.0 billion to $72.0 billion for FY2027.

Super Micro Computer faces potential risks from an ongoing independent board investigation into export-control issues, increasing customer concentration, and potential declines in average sales prices for its server solutions.

Super Micro Computer achieved strong growth with record backlog and new orders, while the company continues to improve profitability through a richer customer mix and strategic investments in AI technology.

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

Bearish Sentiment

Yes, buying

No, staying away

Just holding what I have

Watching from the sidelines

Super Micro Computer ($SMCI) stock is higher by more than 20% after the company disclosed a record $60 billion order backlog and raised its margin outlook for the fiscal fourth quarter, citing new business with SpaceX. Are you buying $SMCI on the news? Vote and explain your reasoning in the comments.

Super Micro Computer ($SMCI) stock is surging after the company disclosed a record $60 billion order backlog and raised its margin guidance for the June quarter. Are you buying on the news?

Stocktwits

) stock is surging after the company disclosed a record $60 billion order backlog and raised its margin guidance for the June quarter. Are you buying on the news?

Stocktwits Polls

Massive earnings beat from a major sector peer validates explosive AI infrastructure growth and a supercycle in server demand.

Investors argue the stock is significantly undervalued with a low forward P/E compared to sector peers and record order backlogs.

Traders are closely tracking Dell and HPE performance as a key barometer and potential catalyst for upward price movement.

Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '27	$1.04	--	--	N/A
Q4 '26	$0.92	$1.70	84.18%	BEAT
Q3 '26	$0.62	$0.84	36.08%	BEAT
Q2 '26	$0.49	$0.69	40.90%	BEAT
Q1 '26	$0.37	$0.35	-6.58%	MISSED

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