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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 as investors focus on an upcoming earnings report, with the community actively debating whether the company can maintain its rapid growth despite concerns over increased competition from store-brand alternatives and broader margin pressures. While some investors express frustration over recent price volatility and potential institutional manipulation, others remain bullish on the long-term potential of the PepsiCo distribution partnership and the successful integration of Alani Nu.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly is experiencing extreme volatility and a sharp sell-off as investors re-evaluate the stock following its rapid appreciation and news regarding the competitive landscape for edge AI agents. The community is deeply divided, with many traders debating whether this is a structural failure or a temporary overreaction offering a bargain buy-the-dip opportunity for the long term.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is generating significant buzz as traders closely watch its upcoming earnings report, with the community split between betting on a massive breakout driven by AI-powered ad revenue and fears of volatility and manipulation. The stock remains a polarizing focal point as investors debate whether current software sector headwinds or the company's strong fundamentals and buyback activity will dictate the next major price move.

Xanadu Quantum Technologies Ltd. engages in the provision of quantum computing solutions for enterprise and government customers. The company was founded by Christian Weedbrook on October 2, 2025 and is headquartered in Toronto, Canada.

Xanadu Quantum Technologies Ltd. - Ordinary Shares - Class B (Sub Voting)

Xanadu Quantum Technologies is experiencing significant volatility as market participants react to a resale registration filing that increases the number of shares available for trading. While some investors are concerned about potential supply overhang and the company's early-stage financials, the community is actively debating whether this sell-off is an overreaction or a structural reset for the quantum infrastructure play.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology Group is trending as investors react to a significant expansion of its AI infrastructure collaboration in India, fueling community optimism about long-term revenue growth. While some investors are expressing frustration over the lack of updated financial guidance and transparency, many are focused on a potential short squeeze, citing high short interest and a tight trading float as catalysts for a major price move.

Himax Technologies, Inc. is a semiconductor solution provider dedicated to display imaging processing technologies. It operates through the Driver Integrated Circuit and Non-Driver Products segments. The company's products include display drivers, timing controllers, wafer level optics, video and display technology solutions, liquid crystal over silicon silicon, complementary metal-oxide semiconductor image sensor, and power integrated circuit. Its products used in TVs, laptops, monitors, mobile phones, tablets, digital cameras, car navigation, virtual reality (VR) devices and many other consumer electronics devices. Himax Technologies was founded by Biing Seng Wu and Jordan Wu on June 12, 2001 and is headquartered in Tainan, Taiwan.

Himax Technologies - ADR

Himax Technologies, Inc.

Himax Technologies is experiencing significant volatility driven by intense interest in its role within the Co-Packaged Optics supply chain, specifically following reports linking the company to TSMC's COUPE platform for AI infrastructure. The community is sharply divided between long-term investors anticipating a potential breakout driven by emerging AI and photonics opportunities, and short-sellers betting against the stock's stability amid historical patterns of price manipulation.

Pagaya Technologies Ltd. engages in the development of AI and data networks for the financial industry. Its product deploys data science, machine learning and AI technology to evaluate the customers' applications in real time. The company was founded by Gal Krubiner, Sanjiv Das, Yahav Yulzari, and Avital Pardo on March 20, 2016 and is headquartered in New York, NY.

Pagaya Technologies Ltd - Ordinary Shares - Class A

Pagaya Technologies Ltd

Pagaya Technologies is seeing significant investor attention driven by a combination of strong institutional backing through recent AAA-rated bond deals and anticipation surrounding their upcoming first-quarter earnings report. While the community is actively debating the stock's valuation versus its underlying AI-driven credit underwriting model, many long-term holders remain focused on the company's sustained GAAP profitability and a growing network of financial partners.

Aurinia Pharmaceuticals, Inc. is a clinical stage bio-pharmaceutical company, which engages in the research, development, and commercialization of therapeutic drugs. The company was founded by Robert Foster, Richard Glickman, and Michael Martin on June 16, 1993 and is headquartered in Edmonton, Canada.

Aurinia Pharmaceuticals Inc

Aurinia Pharmaceuticals is trending following a management overhaul that installed Kevin Tang as CEO, sparking significant investor optimism for a potential buyout and a strategic shift toward maximizing shareholder value. The community is actively discussing the leadership transition, speculation regarding the integration of newly acquired assets, and the anticipation of forthcoming news related to clinical trials and pipeline developments.

Amprius Technologies, Inc. engages in the development, manufacture, and market of lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the following geographical segments: North America, EMEA, and Asia Pacific. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius Technologies is trending due to the company securing a $21 million purchase order for its SiCore cylindrical batteries from a major new electric mobility customer in China. Investors are closely monitoring the stock's price action as it attempts to maintain a sustained trading range above $18, which is a critical threshold for triggering the forced exercise of outstanding public warrants.

Atara Biotherapeutics, Inc. is an allogeneic T-cell immunotherapy company, which engages in the development of transformative therapies for patients with serious diseases including solid tumors, hematologic cancers, and autoimmune diseases. It also delivers off-the-shelf treatments to patients with high unmet medical need. Its product pipeline includes Tab-cel, ATA188, ATA2271/ATA3271, and ATA3219. The company was founded by Isaac E. Ciechanover on August 22, 2012 and is headquartered in Thousand Oaks, CA.

Atara Biotherapeutics Inc

Atara Biotherapeutics is trending after receiving FDA guidance that a single-arm study could support a future marketing application for tabelecleucel, signaling a clearer path forward and fueling a sharp, halt-inducing rally. While retail investors are actively debating the potential for a short squeeze and long-term recovery, many are cautioning that the company remains in a financially distressed position and will require significant time to resubmit its application.

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Comparative Study: SanDisk And Industry Competitors In Technology Hardware, Storage & Peripherals Industry

Technology Stocks To Watch Today - May 6th

Advanced Micro Devices, Micron Technology, NVIDIA, Sandisk, and Intel are the five Technology stocks to watch today, according to MarketBeat's stock screener tool. Technology stocks are shares of companies whose primary business is developing, manufacturing, or delivering technology products and se...

SanDisk Back In The Spotlight As $42B In AI Deals Drive Stock Higher

SanDisk benefits from rising AI memory demand, long-term supply deals and strong analyst optimism around future growth.read more...

RNC Capital Management LLC Takes Position in Sandisk Corporation $SNDK

RNC Capital Management LLC acquired a new stake in Sandisk Corporation (NASDAQ:SNDK - Free Report) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 1,119 shares of the data storage provider's stock...

Prediction: Sandisk Stock Is Going to $4,000 in 1 Year

Key PointsSandisk's earnings are growing exponentially because of excessive demand for NAND flash storage and a supply shortage...

<ul class="summary-bullets"><li>AMD’s revenue rose 38% to $10.25 billion in the last quarter, beating analysts’ estimates of $9.9 billion, with data center segment sales surged 57%.</li><li>AMD CEO Lisa Su said the server CPU target market would grow at&nbsp;a greater than 35% rate annually, reaching over $120 billion by 2030.</li><li>Stocktwits sentiment was ‘extremely bullish’ for MU, INTC and AMD on Tuesday.</li></ul>Advanced Micro Devices’ upbeat earnings report on Tuesday appeared to be boosting peer semiconductor stocks in overnight trading heading into the next day.&nbsp;<a href="https://stocktwits.com/symbol/MU">Micron shares</a> rallied 5.4%, while&nbsp;<a href="https://stocktwits.com/symbol/INTC">Intel</a> and&nbsp;<a href="https://stocktwits.com/symbol/SNDK">SanDisk</a> stocks gained 4.8%. Memory component stocks,&nbsp;<a href="https://stocktwits.com/symbol/STX">Seagate</a> and&nbsp;<a href="https://stocktwits.com/symbol/WDC">Western Digital</a>, also advanced 2% and 2.8%, respectively.After Intel’s strong earnings last week, AMD’s report all but confirmed that surging demand for chips and components amid a rapid buildout for data centers was lifting all boats.&nbsp;<a href="https://stocktwits.com/symbol/AMD">AMD stock</a> was up 18% in the overnight trading.&nbsp;<h2 class="st-heading-2">AMD Results Recap</h2>AMD’s revenue rose 38% to $10.25 billion in the last quarter, beating analysts’ estimates of $9.9 billion, with data center segment sales surged 57%. The company guided current-quarter revenue of $11.2 billion, plus or minus $300 million, also higher than&nbsp;the $10.54 billion analysts had penciled in.Last week, Intel reported quarterly revenue and forecast that also beat expectations, triggering a 24% rally in its shares the next day. In all, INTC stock has gained an eye-popping 193% year-to-date.Meanwhile, Micron has&nbsp;gained fresh momentum and surged 25% in the last three days.Semiconductor stocks have been on a tear lately. The&nbsp;<a href="https://stocktwits.com/symbol/SOXX">iShares Semiconductor ETF (SOXX)</a>, which tracks companies in the sector, has rallied over 55% from its recent low on March 30, with April emerging as its best month on record.<h2 class="st-heading-2">AMD's Bullish Signal</h2>AMD, meanwhile, signaled that AI-driven sales growth would remain strong in the coming years, a message that appeared to lift sentiment across the sector.“Based on the demand signals we are seeing today and the structural increase in CPU compute requirements driven by agentic AI, we now expect the server CPU TAM to grow at greater than 35% annually, reaching over $120 billion by 2030,” AMD CEO Lisa Su said in the company’s analyst call on Tuesday.“It’s happening at a much faster pace… we’re seeing significantly more CPU demand from really every major cloud provider, as well as enterprise customers… We now expect server CPU revenue to grow by more than 70% year over year in the second quarter, with robust growth continuing through the second half of 2026 and into 2027.”Micron, Intel, AMD, and Marvell are currently trading at&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mu-avgo-mrvl-stocks-hit-52-week-highs-amid-hot-chip-rally/cZQyrfzRead">all-time highs</a>. On Stocktwits, the retail sentiment was ‘extremely bullish’ for MU, INTC, and AMD, and ‘bearish’ for MRVL and SOXX.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/googl-dethrones-nvda-as-most-valuable-company-but-which-stock-is-the-better-bet-right-now/cZQyq8aRea5">GOOGL Dethrones NVDA As Most Valuable Company — But Which Stock Is The Better Bet Right Now?</a>&nbsp;

Modules with packaged memory chips displayed at Micron's booth at the 3rd China International Supply Chain Expo in Beijing, China on July 20, 2025. (Photo credit should read CFOTO/Future Publishing via Getty Images)

MU, INTC, SNDK: Chip Stocks Rally After-Hours On AMD’s Blowout Report

After Intel’s strong earnings, AMD’s report reinforced that booming data center demand is lifting the entire chip sector.

Equity

<ul class="summary-bullets"><li>Adjusted gross margin of 10.1% tops analysts’ estimates of 6.75%.</li><li>Adjusted profit was $0.84 a share, compared with analysts’ average estimate of $0.63.</li><li>Lowered 2026 revenue guidance to $38.9 billion and $40.4 billion, down from previous guidance of $40 billion.</li></ul>Super Micro Computer (SMCI) shares soared 19% after-hours on Tuesday after the artificial intelligence server maker’s fiscal third quarter revenue more than doubled and furnished guidance that was above Wall Street's estimates.&nbsp;SMCI’s third-quarter revenue more than doubled to $10.2 billion, but failed to meet analysts’ average estimate of $12.45 billion, according to data from&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="http://fiscal.ai">Fiscal.ai</a>.&nbsp;&nbsp;The company reported an adjusted gross margin of 10.1% in the quarter ending March that topped analysts’ estimates of 6.75%, signaling controlled costs. Adjusted profit was $0.84 a share, compared with analysts’ average estimate of $0.63.With the addition of new manufacturing facilities in Silicon Valley, the company is well-positioned to meet growing demand for artificial intelligence and enterprise verticals, said Chief Executive Charles Liang.“Supermicro’s transformation into a total datacenter infrastructure provider is accelerating.”The company, of late, has struggled with accounting compliance problems on the back of an ongoing internal investigation tied to $2.5 billion&nbsp;in smuggling and export-control allegations involving former associates, which appear to be in the rearview as the firm’s robust guidance has led investors to believe in a strong order pipeline.&nbsp;SMCI specializes in high-performance computing (HPC) infrastructure, providing the physical hardware that powers data centers, cloud services, and artificial intelligence.&nbsp;<h2 class="st-heading-2">SMCI Q4 Guidance&nbsp;</h2>The company expects earnings of $0.65 to $0.79 a share in the period ending June 30 and&nbsp;revenue of $11 billion to $12.5 billion. Analysts polled by Fiscal.ai projected, on average, a profit of $0.57 on a revenue of $11.2 billion for the June quarter.&nbsp;However, the company tweaked its full-year outlook, as it now sees sales between $38.9 billion and $40.4 billion, down from a prior view of at least $40 billion.&nbsp;<h2 class="st-heading-2">SMCI Retail View&nbsp;</h2>Retail sentiment on Stocktwits was ‘extremely bullish’ with ‘extremely high’ message volumes.&nbsp;One user expressed bullishness by saying SMCI could be the next Micron Technology (MU) or Sandisk (SNDK).<stembedurl>https://stocktwits.com/nufc2021/message/652374475</stembedurl>The stock has lost 5% of its value so far this year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com

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

SMCI Stock Soars As Revenue More Than Doubles

SMCI’s third-quarter revenue more than doubled to $10.2 billion, but failed to meet analysts’ average estimates.

Still Time to Pay Up for Micron & Sandisk Stock? 

Amid severe supply shortages, Micron and Sandisk have raised prices dramatically on critical memory products, fueling a stunning surge in their gross margins.

Sandisk (NASDAQ:SNDK) Stock Price Up 12% - Still a Buy?

Sandisk (NASDAQ:SNDK) Shares Up 12% - Time to Buy...

Top Analyst Reports for Microsoft, Bank of America & Roche

Microsoft faces Azure capacity limits and rising competition, but AI momentum and Copilot adoption fuel cloud growth and enterprise demand.

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

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Analysts continue to aggressively hike price targets as AI data center demand fuels expectations of higher long-term earnings potential.

Debate is heating up over whether the historic rally represents an overextended melt-up or a fundamental rerating for the semiconductor sector.

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '26	$32.82	--	--	N/A
Q3 '26	$14.62	$23.41	60.09%	BEAT
Q2 '26	$3.62	$6.20	71.43%	BEAT
Q1 '26	$0.88	$1.22	38.14%	BEAT
Q4 '25	--	$0.29	--	N/A

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