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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

Sandisk is trending due to heightened community interest in its role as a core memory supplier within the AI infrastructure sector, with investors closely watching supply shortages and multi-year supply agreements. The stock is seeing significant volatility as market participants debate whether these memory cycles represent a permanent shift in valuation or a peaking trend ripe for correction.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is trending as traders debate the potential supply chain impact of a massive labor strike at Samsung, with many viewing the disruption as a bullish catalyst for Micron to capture greater market share in the critical HBM sector. Community discussions are heavily focused on the stock's significant recent rally and its potential to re-rate as institutional investors navigate heightened market volatility and options expiration.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Invesco QQQ Trust (QQQ) is seeing intense volatility driven by speculation surrounding the Trump-Xi summit, with market participants closely monitoring potential trade deal outcomes and the impact of the ongoing AI hardware rally. The community is heavily focused on the "buy-the-dip" phenomenon, with traders debating whether persistent market resilience is a sign of long-term strength or a speculative bubble ready to burst.

Figma, Inc. is an AI-powered digital design and product development platform. The firm offers tools for teams to collaborate on the entire lifecycle of software creation. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is trending following a strong quarterly earnings report featuring revenue growth that beat analyst expectations and raised full-year guidance, fueled by accelerating enterprise adoption of its AI-powered features. Community sentiment is heavily focused on a potential short squeeze, with investors highlighting significant short interest and arguing that the companys strong net dollar retention and essential role in design workflows prove its long-term value despite broader market concerns about AI competition.

Robo.ai, Inc. engages in the design and development of smart electric vehicles. It aims to integrate avant-garde design, life-style personalization, IoT connectivity, and autonomous driving technology. The company was founded in 2016 and is headquartered in Dubai, United Arab Emirates.

Robo.ai Inc. - Ordinary Shares - Class B

Robo.ai Inc.

Robo.ai Inc. ($AIIO) is experiencing massive volatility and high-volume interest driven by intense speculation around a potential short squeeze, with community members closely tracking the stock's low float and extremely high cost-to-borrow rates. While retail traders are actively debating its potential for double-digit gains based on momentum and recent tech-related narratives, caution remains high regarding the sustainability of the price action and risks of rapid reversals.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

Boost Run Inc. is drawing significant community interest following its recent de-SPAC transition and a strategic partnership announcement with CDW that highlights its role as a key NVIDIA-certified infrastructure provider. Investors are actively discussing the stock's potential for a gamma squeeze, driven by a relatively tight float and favorable comparisons to other established players in the AI data center and cloud sector.

Digi Power X, Inc. is a block chain technology company, which engages in crypto currency mining. It focuses on validation through mining, hosting solutions, and blockchain software solutions. It operates through the following segments: Cryptocurrency Mining, Sales of Energy and Electricity, and Colocation Services. The company was founded on February 18, 2017, and is headquartered in Miami, FL.

Digi Power X Inc. - Ordinary Shares (Sub voting)

Digi Power X is generating significant investor buzz as the market anticipates the upcoming IPO of its data center partner, Cerebras, alongside the company's own earnings report. Community discussion is heavily focused on the stock's long-term potential as an AI infrastructure play, with many investors debating the impact of ongoing ATM offerings and short-term volatility versus the company's multi-year contract outlook.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X Shares

Investors are actively debating whether semiconductor stocks have reached a speculative breaking point, with some using SOXS to hedge against an anticipated AI sector correction and others warning about the dangers of volatility decay in leveraged ETFs. The community remains deeply divided, balancing high-conviction bear bets against the persistent strength of chipmakers fueled by massive capital expenditure and ongoing AI infrastructure growth.

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 seeing heightened volatility as traders weigh the impact of recent high-profile partnerships against broader concerns over chip sector rotation and geopolitical tensions. While some investors are bullish on the company's long-term foundry expansion and its role as a key compute partner, others are raising alarms about potential overvaluation after a parabolic rally and the risks associated with sector-wide profit-taking.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Inc. is trending as investors react to a significant earnings beat and raised full-year revenue guidance, sparking intense debate over whether the stock's growth potential justifies its complex capital structure. The community is actively weighing the company's surging backlog and defense partnerships against persistent concerns regarding dilution and the influence of market makers on share price volatility.

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Elon Musk's Dinner Table Antics Go Viral At Xi Jinping-Hosted State Event, Tesla CEO Gets Clicked With Tim Cook And Xiaomi's Lei Jun

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Here's How Much You Would Have Made Owning Tesla Stock In The Last 15 Years

<ul class="summary-bullets"><li>According to the XPENG video, the XPENG P7 with VLA 2.0 required only two driver takeovers across the tested routes.</li><li>In contrast, the Tesla Model 3 with FSD needed seven takeovers.</li><li>Critics noted that Tesla’s FSD rollout in China uses restricted or non-latest versions compared to what is available in the U.S.</li></ul> In a head-to-head real-world showdown promoted by Chinese EV maker XPENG (XPEV), two prominent U.S.-based Tesla enthusiasts traveled more than 10,000 kilometers from the U.S. to China to compare Tesla’s Full Self-Driving (FSD) system against XPENG’s VLA 2.0 autonomous driving technology.Tesla’s FSD, short for full self-driving software, is a driver assistance technology to automate several driving tasks. The system still requires active driver supervision, though Tesla has voiced optimism for the technology solving vehicle autonomy in due time. VLA 2.0, meanwhile, is XPeng’s own autonomous driving system, which also requires active driver supervision.<h2 class="st-heading-2"> TSLA Vs. XPEV In Autonomous Driving</h2>The comparison, detailed in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/XPENG_Global/status/2054864661594476871?s=20">video</a> posted today by XPENG’s official account on X, pits the two systems against each other on identical routes through dense urban traffic, scooter-filled streets, pedestrian crossings, and unpredictable road conditions typical of Chinese cities. The testers — auto vlogger Rich Rebuilds and his collaborator Joe — are shown driving both an XPENG P7 equipped with VLA 2.0 and a Tesla Model 3 running FSD.According to the XPENG video, the XPENG P7 with VLA 2.0 required only two driver takeovers across the tested routes. In contrast, the Tesla Model 3 with FSD needed seven takeovers. The clip shows the XPENG system smoothly navigating around scooters, bicycles, parked vehicles, and oncoming traffic, while the Tesla system is depicted hesitating, attempting incorrect turns, or requiring manual intervention in congested intersections and construction-like scenarios.XPENG, in a post on X, framed the test as a fair, same-road comparison under “real-world conditions” and “same chaos,” positioning its VLA 2.0 technology as more capable in the complex, high-density traffic environment of China.The post has drawn mixed reactions on X. Some users praised the demonstration as evidence of XPENG pulling ahead in autonomous driving, while others questioned the fairness of the test. Critics noted that Tesla’s FSD rollout in China uses restricted or non-latest versions compared to what is available in the U.S.Tesla is currently eyeing approvals to expand FSD into Europe and China. Last month, the Netherlands approved the technology, making it the first European country to do so.<h2 class="st-heading-2">How Did TSLA Retail Traders React?</h2>On Stocktwits, retail sentiment around TSLA stayed within the ‘extremely bullish’ territory over the past 24 hours while message volume remained at ‘high’ levels.Meanwhile, sentiment around XPEV stock was ‘bullish,’ coupled with ‘high’ message volume. &nbsp;While <a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> has gained about 28% this year, <a href="https://stocktwits.com/symbol/XPEV">XPEV stock</a> has fallen 23%.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/lucid-eyes-rolling-out-gravity-suvs-as-robotaxis-on-uber-in-europe/cZXSGnyReSL">Lucid Eyes Rolling Out Gravity SUVs As Robotaxis On Uber In Europe</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Xpeng logo displayed on a phone screen and Tesla logo displayed on a screen are seen in this illustration photo taken in Krakow, Poland on August 20, 2025. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

XPENG Declares VLA 2.0 Superior To Tesla’s FSD In Dramatic Real-World Test  

The comparison pits the two systems against each other on identical routes through dense urban traffic, scooter-filled streets, pedestrian crossings, and unpredictable road conditions typical of Chinese cities.

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SpaceX IPO prospectus could land as soon as next week, sources say

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Tesla at $445: Buy, Sell or Hold?

<ul class="summary-bullets"><li>Barclays said Ford Energy could generate an additional $3 billion in revenue and between $300 million and $500 million in earnings before interest and taxes for Ford.</li><li>It believes Tesla remains the dominant player in the energy storage market.</li><li>The brokerage kept an ‘Equal Weight’ rating with a $13 price target.</li></ul>Shares of Ford Motor Co. (F) jumped more than 8% on Thursday to their highest levels in nearly three years, as upbeat Street action focused on the automaker’s expanding energy storage business reignited investor optimism.<a href="https://stocktwits.com/symbol/F">F shares</a> are on track for their strongest weekly performance in nearly six years, with Thursday’s movement building on Wednesday’s powerful rally, which marked the stock’s biggest single-day gain since June 2020.<h2 class="st-heading-2">Barclays Pegs Tesla As Dominant Energy Player</h2>On Thursday, Barclays analyst Dan Levy said that Ford Energy could generate an additional $3 billion in revenue and between $300 million and $500 million in earnings before interest and taxes (EBIT) for Ford, but flagged execution risks.Barclays said Ford’s opportunity in the energy storage market should be weighed against potential execution and scaling challenges.Ford’s opportunity “should be balanced against questions of execution and ramp,” Levy wrote in a note, according to The Fly.While the firm believes a supply-demand imbalance in the U.S. could work in Ford’s favor, it noted that Tesla (TSLA) remains the dominant player in the market and continues to expand its capacity.The firm kept an ‘Equal Weight’ rating with a $13 price target.<h2 class="st-heading-2">F’s New Energy Unit Draws Bullish Analyst Comments</h2>On Monday, Ford unveiled Ford Energy, its unit focused on battery energy storage systems (BESS) across multiple industries in the U.S. The automaker expects to begin deliveries in late 2027 and aims to reach an annual deployment capacity of at least 20 gigawatt-hours.This triggered a bullish response from Morgan Stanley analyst Andrew Percoco, who <a href="https://stocktwits.com/news-articles/markets/equity/f-stock-crosses-100-dma-first-time-2-months-ford-ai-data-center-play/cZXLoZyReK0">believes</a> that Ford could soon secure energy storage supply agreements with large commercial customers and hyperscalers as electricity demand from AI data centers accelerates.Percoco said Ford’s partnership with CATL gives the automaker a strong advantage in the U.S. energy storage market and could help it become a key supplier of battery storage systems for utilities and artificial intelligence-driven data centers.<h2 class="st-heading-2">Here’s What Retail Thinks Of F</h2>Retail sentiment on Stocktwits turned ‘extremely bullish’ from ‘neutral’ a day earlier, while message volumes soared more than 1,100% over a 24-hour period.One user said the stock could pause near $14.50 to $15.00, consolidate for days or weeks, and then attempt to breakout.<stembedurl>https://stocktwits.com/trycoon/message/653374455</stembedurl>Another user expects results in the next “1-2 years” and urged shareholders to avoid selling till the stock hits $20.<stembedurl>https://stocktwits.com/poorguy/message/653361264</stembedurl>The stock has gained more than 9% so far this year.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/cadl-stock-in-focus-ahead-of-prostate-cancer-data-readout/cZX1MbtRe1z">Candel Therapeutics Reported Better-Than-Feared Q1 Loss – But All Eyes Turn To This Pivotal Event Tomorrow</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Ford Explorer electric cars are parked on car transporters on the Ford factory premises. (Photo by Rolf Vennenbernd/picture alliance via Getty Images)

F Stock Headed Toward Best Week In Nearly 6 Years On Energy Storage Momentum – Analyst Believes Execution And Scaling Remain Key

Barclays said Ford’s opportunity in the energy storage market should be weighed against potential execution and scaling challenges.

F Stock Headed Toward Best Week In Nearly 6 Years On Energy Storage Momentum – Analyst Believes Execution And Scaling Remain Key 

Bessent Says US, China To Launch AI Safety Talks After Trump-Xi Meeting In Beijing

Bessent Says US, China To Launch AI Safety Talks After Trump-Xi Meeting In Beijing Authored by Tom Ozimek via The Epoch Times (emphasis ours), Treasury Secretary Scott Bessent said on May 14 that...

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.

Traders are actively debating the market impact of Elon Musk's high-profile meetings in China and the potential for a deal or empty headlines.

Speculation regarding an impending SpaceX IPO prospectus is driving massive interest, with some investors shifting capital to prepare for the launch.

Options traders are intensely focused on the massive call wall at the $450 strike price ahead of Friday's expiration and expected volatility.

Bulls are pointing to technical support levels while bears insist the current price action is merely a consolidation before a significant leg down.

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