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Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. (CRML) is trending amidst heightened geopolitical tensions, which amplify the strategic importance of its Tanbreez project as a critical source of Heavy Rare Earth Elements (HREEs) for defense and advanced technology. The community is actively discussing an anticipated Bankable Feasibility Study (BFS) update, with strong belief that the project's true valuation is significantly underestimated and could drive a substantial market move.

Bridgford Foods Corp. engages in the manufacture, market, and distribution of frozen and snack food products. It operates through the Frozen Food Products and Snack Food Products segments. The Frozen Food Products segment manufactures and distributes food products, including biscuits, bread dough items, roll dough items, and sandwiches. The Snack Food Products segment distributes both products manufactured by the company and third parties. The company was founded by Hugh H. Bridgford in February 1932 and is headquartered in Dallas, TX.

Bridgford Foods Corp.

Bridgford Foods Corporation

Bridgford Foods is trending after releasing first-quarter results that substantially exceeded expectations, with improved sales and a reduced operating loss driving positive sentiment. The community is actively discussing the company's aggressive push into private-label offerings and the potential for significant margin benefits from political initiatives aimed at lowering beef import prices.

Amarin Corp. Plc is a pharmaceutical company, which focuses on the commercialization and development of therapeutics for cardiovascular health. It focuses on the development and commercialization of Vascepa capsules. The company was founded by Geoffrey William Guy on March 1, 1989 and is headquartered in Dublin, Ireland.

Amarin Corp - ADR

Amarin is actively discussed due to recent positive preliminary financial reports and upcoming strategic meetings at the J.P. Morgan conference, intensifying acquisition speculation, while the community navigates a pivotal U.S. Supreme Court decision on its patent infringement case and debates the strategic implications of its exclusion from China's NRDL.

PENGU is the official coin of Pudgy Penguins.  Pudgy Penguins has become the face of crypto with one of the most influential communities in the industry. From large companies wearing the Penguin, to being featured in ETF commercials, to garnering millions of followers and over 100 billion views, the Pengu has become a cultural icon making PENGU the world’s social currency.  PENGU allows for the ever-expanding Pudgy Penguin fanbase and the hundreds of millions of people outside of crypto that see and share the Pudgy Penguin everyday, to join The Huddle. PENGU is a symbol for community, memes, and good vibes.  Believe in Pengu. Believe in the Prophecy.

Pudgy Penguins

Pudgy Penguins is trending due to its notable real-world brand integrations, including collaborations with the NHL and Carebears, and a high-profile Las Vegas Sphere campaign. This has ignited fervent community debate between long-term holders convinced of its utility and frustrated traders grappling with its volatile price action.

BLOCKLORDS

BLOCKLORDS (LRDS) is trending due to its exceptionally low market capitalization and limited circulating supply, leading to significant trading volume and community speculation about a massive potential price surge. Many traders are actively positioning for substantial gains, drawing comparisons to other low-cap gaming crypto pumps amidst a broader altcoin upswing.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is trending as US and Israeli strikes on Iranian oil infrastructure disrupt shipping through the Strait of Hormuz, igniting community debate over a potential surge to triple-digit oil prices, while others caution about overbought conditions and policy-driven reversals.

nLIGHT, Inc. engages in the provision of semiconductor and fiber lasers for aerospace and defense, industrial, and microfabrication applications. It operates through the Laser Products and Advanced Development segments. The Laser Products segment designs, manufactures, and sells a range of semiconductor lasers and fiber lasers that are typically integrated into laser systems or manufacturing tools built by customers. The Advanced Development segment focuses on research, design, and prototyping of next-generation laser technologies, leveraging expertise in laser technology, development, beam control, and advanced optics. The company was founded by Scott H. Keeney, Mark DeVito, and Jason Farmer in June 2000 and is headquartered in Camas, WA.

nLIGHT Inc

The immediate catalyst is the upcoming high-energy laser test by the FAA and Pentagon for counter-drone defense, alongside recent reports of nLIGHT's laser engines effectively used in Israel's Iron Beam system against missile threats. The community is actively discussing nLIGHT's pivotal role in next-generation defense, anticipating significant contracts for its laser technology in areas like the Golden Dome initiative, which many believe could redefine modern warfare.

iShares Inc. - iShares MSCI South Korea ETF

iShares MSCI South Korea ETF

The iShares MSCI South Korea ETF ($EWY) is experiencing a powerful rebound, driven by resurgent confidence in its heavily weighted semiconductor giants, Samsung and SK Hynix, as strong AI-driven memory demand and attractive valuations overshadow previous geopolitical anxieties. The community is emphasizing that solid chip fundamentals and South Korea's "Value Up" reforms are reasserting themselves, with many viewing the recent sharp dip as an overblown reaction and a renewed buying opportunity.

Orca is the most user-friendly DEX on Solana.  Orca is one of the first general-purpose AMMs launched on Solana. Users can swap assets, provide liquidity, and earn yield through an easy-to-use interface. Projects can use Orca as a money-lego to easily integrate swapping, farming, or on-chain data into their dApp.  Orca strives to provide easy and effective financial tools for everyone, bringing DeFi to the masses.

Orca

Orca (ORCA) is trending due to a massive short squeeze following a recent exchange hack involving Solana assets, alongside significant community interest in its low circulating supply and new Binance listing. Investors are actively discussing its potential as a leading Solana-based DEX, buoyed by recent technical developments and a DAO-approved token buyback program.

Energy Fuels, Inc. is a mining development company, which engages in the exploration and evaluation of uranium and vanadium properties. It operates through the following segments: Uranium, Rare Earth Elements (REE), and Heavy Mineral Sands (HMS). The uranium segment engages in conventional and ISR uranium extraction, recovery and sales of uranium from mineral properties and the recycling of uranium-bearing materials generated by third parties along with the exploration, permitting and evaluation of uranium properties in the U.S. The REE segment is engaged in the company’s initiatives to progress towards full REE separation capabilities at the Mill to produce both light and heavy separated REE oxides in the coming years. The HMS segment engages in the exploration, development and recovery of HMS at the Kwale Project, Bahia Project, Vara Mada Project and the company’s equity method investments in the Donald Project JV and Tate. The company was founded by George E. L. Glasier and John David Mason on June 24, 1987 and is headquartered in Lakewood, CO.

Energy Fuels Inc

Energy Fuels Inc. is trending as Goldman Sachs initiates coverage with a Buy rating and a $30 price target, underscoring its strategic position as a leading U.S. producer of uranium and rare earth elements. The community is actively discussing the company's unique role in bolstering domestic critical mineral supply chains amidst global energy security concerns and rising demand for nuclear power to support the AI boom.

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ETFs to Buy as Broadcom Shares Jump 5% After Q1 Earnings Beat

AVGO's strong Q1 earnings and upbeat AI outlook send shares up 5% after hours, putting several semiconductor-heavy ETFs in focus for investors. 

Should You Invest in the Invesco PHLX Semiconductor ETF (SOXQ)?

ETFs to Buy as AMD Shares Sink Post Poor Q1 View Amid Q4 Earnings Beat

AMD shares sink 17% despite a Q4 earnings beat as a softer Q1 outlook spooks investors, pushing ETFs with heavy AMD exposure into focus. 

Top-Ranked Semiconductor ETFs to Buy as Taiwan-US Agree on $500B Chip Deal

SMH and other semiconductor ETFs to gain as a $500B Taiwan-US chip deal fuels massive U.S. fab investment.

Tech ETFs to Buy as Micron Rallies 10% Post Q1 Earnings Beat

Micron surged over 10% after a strong Q1 beat, making tech ETFs with high MU exposure an attractive way to tap gains while diversifying risk.

<ul class="summary-bullets"><li>Momentum Remains Strong, with revenue growth re-accelerating as AI chip sales soared 74% YoY.</li><li>The company now expects AI revenue to double to $8.2 billion this quarter.</li><li>A $73B backlog and a 48× forward P/E left investors questioning whether too much optimism is already priced in.</li></ul>Broadcom Corp. (AVGO) avoided making the bold predictions that Oracle did, yet its stock met a similar fate after its earnings report. The post-results reaction — or more precisely, the post-earnings-call reversal — underscores how jittery the market has become around artificial intelligence (AI) trades.The stock initially climbed nearly 3% in after-hours trading, but the gains vanished once the earnings call began. By overnight trading, Broadcom shares were down more than 4%, according to Yahoo Finance.Was it CEO Hock Tan’s guarded commentary that weighed on the stock, or are investors signaling that Broadcom has already priced in too much, too quickly? In any case, there’s no doubt that Broadcom delivered a blockbuster, and the numbers leave little room for debate.<h2 class="st-heading-2">Long Streak Of ‘Standout’ Growth&nbsp;</h2>Since the second quarter of calendar 2023, revenue has grown year over year in every quarter, although the growth rate slowed from more than 50% in the third quarter of last year. Note that Broadcom’s fiscal quarters run one quarter ahead of the calendar year.<img src="https://news.stocktwits-cdn.com/AVG_Os_Revenue_Trajectory_png_7d72f720e7.webp" alt="AVGOs_Revenue_Trajectory.png">Source: Fiscal.aiAfter decelerating for two quarters, revenue growth has inflected higher as AI chip demand exploded.&nbsp;The guidance issued for the current quarter envisages the company sustaining the growth seen in the preceding one (28%) versus the guidance that calls for nearly 23% growth.&nbsp;<img src="https://news.stocktwits-cdn.com/AVGO_Topline_Growth_Reaccelerates_png_5bfe51cf56.webp" alt="AVGO_Topline_Growth_Reaccelerates.png">Source: Fiscal.aiThe Palo Alto, California-based company’s September quarter revenue was a record, underpinned by a 74% YoY jump in AI chip revenue. More importantly, the company guided the AI chip revenue to double to $8.2 billion in the current quarter.Broadcom has also been a consistent profit earner.&nbsp;Its second-quarter 2024 results were an outlier; a one-time non-cash tax provision of $4.5 billion related to an intra-group transfer of intellectual property rights to the U.S. as part of a supply-chain realignment dragged the unadjusted bottom-line result into the red.<img src="https://news.stocktwits-cdn.com/AVG_Os_Profit_Engine_Runs_Hot_png_597bb8266a.webp" alt="AVGOs_Profit_Engine_Runs_Hot.png">Source: Fiscal.ai<h2 class="st-heading-2">Margin - Source of Worry?</h2>On the earnings call, CFO Kristine Spears said gross margin contracted 50 basis points (bps) sequentially, with the chip product mix blamed for the predicament, according to a transcript made available by Koyfin. In Q4, Broadcom’s chip solutions business, which made up about 62% of the total revenue, carried a gross margin of 68%, while the infrastructure software segment had a higher 93% margin.Broadcom now models a 100 bps sequential contraction in the current quarter. The company also forecast a percentage point sequential decline in its adjusted earnings before interest, taxes, depreciation and amortization (EBITDA).&nbsp;<img src="https://news.stocktwits-cdn.com/AVG_Os_Margin_Profile_png_e0e57edb68.webp" alt="AVGOs_Margin_Profile.png">Source:&nbsp;Fiscal.ai<h2 class="st-heading-2">Backlog Underwhelms?</h2>A $73 billion order that Tan flaunted may sound measly compared to the $523.3 billion in backlog&nbsp;plus deferred revenue&nbsp;that&nbsp;Oracle guided. On the earnings call, Tan said the number pertains to what will be delivered over the next 18 months.When an analyst asked if the estimate was a base-case scenario, Tan replied in the affirmative.<blockquote>“So, taking that we expect revenue -- a minimum revenue one way to look at it of $73 billion over the next 6 quarters, but we do expect much more as more orders come in for shipments within the next 6 quarters.”</blockquote>The executive also clarified that more than 70% pertains to XPUs&nbsp; — the highly customized application-specific eXtreme processing units used for AI applications.<h2 class="st-heading-2">Tan Tight-Lipped On 2026 Specifics</h2>The Broadcom CEO gave&nbsp;only&nbsp;a qualitative perspective on what 2026 would look like.<blockquote>“Directionally, we expect AI revenue to continue to accelerate and drive most of our growth. And non-AI semiconductor revenue to be stable. Infrastructure software revenue will continue to be driven by VMware growth at low double digits.”</blockquote>He also said it’s hard to predict 2026 performance precisely, calling “Now moving is a moving number as we move in time.”“So I'd rather not give you guys any guidance, and that's why we don't give you guidance.”<h2 class="st-heading-2">Is Valuation Deterrent?</h2>Broadcom stock has gained more than 76% this year, outperforming the broader market, the tech sector and the semiconductor industry.<img src="https://news.stocktwits-cdn.com/AVGO_YTD_stock_return_png_b95655ca75.webp" alt="AVGO YTD stock return.png">Source: KoyfinThe forward price-earnings (P/E) multiple, a key valuation metric, is at 48.2, implying that the stock is a pricier investment compared to the S&amp;P 500’s 22.5, the IT industry’s 28.2 and the semiconductor industry’s 30.<h2 class="st-heading-2">Retail, Analyst Relish AVGO’s Q4</h2>The adverse stock reaction did little&nbsp;to&nbsp;dissuade retail traders,&nbsp;with Stocktwits sentiment soaring after the Q4 report. On Stocktwits, the sentiment meter pointed to an ‘extremely bullish’ stance as of early Friday, an improvement from the ‘bullish’ mood seen the day before. The mood toward the stock has remained broadly buoyant throughout the past year.<img src="https://news.stocktwits-cdn.com/Screenshot_2025_12_11_at_10_20_25_PM_png_4847782cdc.webp" alt="Screenshot 2025-12-11 at 10.20.25 PM.png">Retail chatter on the AVGO stream also grew louder to ‘extremely high’ levels. A bullish watcher’s comments&nbsp;<a href="https://stocktwits.com/kcphaeton/message/638956111">summarized</a> retail’s mood — ‘A stock you own; You do not trade it.” They were leaning bullish, sensing the setup for a strong, durable move higher.“Always a bull,” another proudly&nbsp;<a href="https://stocktwits.com/AVGOmysugardaddy/message/638956286">proclaimed,</a> who apparently wants to hold the stock. They lauded the company for an “impressive” earnings report and felt Broadcom’s Hock did not care about “external noises.”Following the Q4 print, Baird’s Tristan Gerra hiked his price target on Broadcom to $420 from $300 — a massive increase — while reiterating an ‘Overweight’ rating. Gerra pointed to strong deal momentum, highlighting the additional $11 billion order, entirely from Anthropic, the company’s fourth customer, on top of the $10 billion announced in the prior quarter.He also flagged that Broadcom has now secured a fifth customer for its XPUs. Gerra added that OpenAI-related revenue should flow through 2027–2029, assuming a low-$20 billion revenue per gigawatt range.According to Koyfin, 94% of the analysts covering the stock (44 of 47) rate the stock as a ‘Buy’ or a ‘Strong Buy.’ Three chose to remain on the sidelines. It is probably one of the very few stocks that have no ‘Sell’ recommendation.The upside potential, however, is only about 1.5%, based on the average analyst price target from Wall Street firms.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/moderna-and-super-micro-top-s-and-p-500-short-interest-list-ripe-for-a-squeeze/cLIxQHWREnS">Moderna And Super Micro Top S&amp;P 500 Short Interest List — Are They Ripe For A Squeeze?</a>

The Broadcom office building with the company logo is in Regensburg, Bavaria, Upper Palatinate, Germany, on October 4, 2025. 

Broadcom’s Blockbuster Quarter Underscores AI Strength — Did CEO’s Measured Comments Keep Shares From Soaring?

The earnings call flipped initial after-hours gains into losses, underscoring the market’s heightened sensitivity to anything perceived as a slowdown in AI momentum.

Equity

The earnings call flipped initial after-hours gains into losses, underscoring the market’s heightened sensitivity to anything perceived as a slowdown in AI momentum.


Buy These Top-Ranked Semiconductor ETFs as We Head Into 2026

AI-driven chip demand is fueling a major surge, and SOXX and other semiconductor ETFs give investors a diversified way to ride the momentum into 2026.  

<ul class="summary-bullets"><li>Broadcom is Google's design partner for TPUs and also supplies front-end networking switches.</li><li>Goldman Sachs analyst James Schneider raised his price target for the stock to $435 from $380.</li><li>Schneider sees the updated guidance to exceed the prior forecast of 100% year-over-year AI revenue growth.</li></ul>Broadcom, Inc. (AVGO) stock closed Wednesday’s session at a record high as investors bet on the chipmaker’s artificial intelligence (AI) opportunity. With Wednesday’s 3%+ gain,&nbsp;the stock has erased all losses from the tech-led sell-off that began in late October.Year-to-date,&nbsp;<a href="https://stocktwits.com/symbol/AVGO">Broadcom stock</a> has gained nearly 73%.&nbsp;The stock bottomed last Friday after a month-long downtrend and has since been making higher highs.<img src="https://news.stocktwits-cdn.com/AVGO_1_year_chart_png_98cf80a51f.webp" alt="AVGO 1-year chart.png">Source: Koyfin<h2 class="st-heading-2">The Google Catalyst</h2>Broadcom’s stock has closed higher in all three sessions this week. While the broader market’s turnaround has been healthy for the stock, the main thrust came from a report that said Alphabet was in discussions with Meta and other companies to sell its AI chips, called Tensor Processing Units (TPUs).So, how Does That Benefit Broadcom?Broadcom is Google's design partner for TPUs and also supplies front-end networking switches. While Google designs the tensor cores, Broadcom helps integrate memory interfaces, high-speed I/O, power management, and packaging technology with the cores.When reports of Google's TPU plans began circulating,&nbsp;social media chatter also highlighted Meta’s long-standing connection with Broadcom CEO Hock Tan. Broadcom CEO Tan has been serving on Meta's board since 2006 and may have had a say in the Mark Zuckerberg-led company's consideration of Google.<h2 class="st-heading-2">Analysts Weigh In</h2>Morgan Stanley analyst Joseph Moore said in a note released earlier this week that Broadcom produced about 1.8 million TPUs for Google in 2025, the majority of which were used internally. He expects output to climb to roughly 3 million by 2027.Moore believes that the expanding use of TPU is a boost for Broadcom. “But when it comes to broader adoption by other customers, the implications are less clear.”Also this week, Goldman Sachs analyst James Schneider raised his price target for Broadcom to $435 from $380 and maintained a Buy rating, according to the summary of the note on the Fly. The firm said Broadcom investors may focus on the company’s fiscal year 2026 AI revenue guidance, the contributions from Google and OpenAI, and gross margins as custom XPU shipments scale.The analyst sees the updated guidance to exceed the prior forecast of 100% year-over-year AI revenue growth.On Stocktwits, retail sentiment toward Broadcom stock remained ‘extremely bullish,’ and the message volume on the stream was at ‘extremely high’ levels.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-to-take-on-indian-antitrust-regulator-in-lawsuit-to-avert-upto-38-b-in-penalty/cL5emOnREh7">Apple To Take On Indian Antitrust Regulator In Lawsuit To Avert Upto $38B In Penalty</a>

The Broadcom Ink logo is displayed on a mobile phone in this photo illustration in Brussels, Belgium, on September 2, 2025. 

Google Effect? Broadcom Stock Surges To Fresh Highs, Erasing Losses From Tech Sell-Off

Morgan Stanley estimates that Broadcom produced about 1.8 million TPUs for Google in 2025.

<ul class="summary-bullets"><li>AMF is expected to generate more than $75 million in revenue in 2026, with the deal accretive to non-IFRS gross margin from the outset.</li><li>Silicon photonics has emerged as a breakthrough technology that uses light to transfer data between and within data centers, delivering ultra-fast, energy-efficient performance.”</li><li>GlobalFoundries' stock has fallen by 23% YTD.</li></ul>GlobalFoundries, Inc. (GFS) said late Monday that it has acquired Advanced Micro Foundry (AMF), a silicon photonics foundry based in Singapore.Despite the 35% year-to-date (YTD) surge by the&nbsp;<a href="https://stocktwits.com/symbol/SOXQ">Invesco PHLX Semiconductor ETF (SOXQ)</a>,&nbsp;<a href="https://stocktwits.com/symbol/GFS">GlobalFoundries stock</a> has fallen by 23%.<h2 class="st-heading-2">The AMF Deal</h2>GlobalFoundries said the AMF buy marks a “pivotal step” in its strategy to advance innovation and its leadership in silicon photonics. “This acquisition will expand GF’s silicon photonics technology portfolio, production capacity and research and development in Singapore, complementing its existing technology capabilities in the U.S. and unlocking new market opportunities with a broader set of datacenter and communication technologies.”The company noted that, as “traditional copper connections reach their physical limits, silicon photonics has emerged as a breakthrough technology that uses light to transfer data between and within data centers, delivering ultra-fast, energy-efficient performance.”The U.S. company now plans to establish a silicon photonic R&amp;D center of excellence in Singapore, partnering with Singapore’s Agency for Science, Technology and Research, focusing on next-generation materials for ultra-fast data transfer at 400Gbps speed.In a presentation posted on GlobalFoundries’ website, the company said artificial intelligence (AI) will likely accelerate the adoption of silicon photonics. Accordingly, it estimates the silicon photonics wafer serviceable addressable market (SAM) to grow by more than 800% between 2026 and 2032, reaching $6.5 billion. The company also listed all major U.S. hyperscalers as adopters of the tech.AMF is expected to generate more than $75 million in revenue in 2026, with the deal accretive to non-IFRS gross margin from the outset.<h2 class="st-heading-2">What Retail Feels About GFS Stock</h2>Retail sentiment toward GlobalFoundries stock remained ‘extremely bullish’ as of early Tuesday, and the message volume on the stream also stayed at ‘extremely high’ levels.<figure class="image"><img style="aspect-ratio:680/61;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_18_at_5_08_10_AM_png_d2f2ff2953.webp" alt="Screenshot 2025-11-18 at 5.08.10 AM.png" width="680" height="61"><figcaption>GFS sentiment and message volume as of 5 a.m. ET, Nov. 18 | source: Stocktwits</figcaption></figure>The stock fell about 0.55% in Tuesday’s early premarket session.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-s-and-p-500-futures-wallow-in-red-volatility-spikes/cLPNDIOREez">Nasdaq, S&amp;P 500 Futures Wallow In Red, Volatility Spikes, Bitcoin Extends Slide — Retail Hopes For Relief From Potential Saudi Deals</a>

In this photo illustration, the GlobalFoundries company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

GlobalFoundries Buys Singapore’s AMF To Beef Up Technology Used In AI Data Centers: Stock Slips Premarket

GlobalFoundries said the AMF buy marks a “pivotal step” in its strategy to advance innovation and its leadership in silicon photonics.

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