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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 trending as a significant analyst downgrade has intensified market debate around its valuation and future prospects. Many in the community are interpreting the price action as institutional maneuvering to acquire shares, citing the company's critical role in AI server infrastructure and rapid revenue expansion. Despite ongoing discussions about profitability and governance, investors are weighing SMCI's essential position in the AI sector.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is trending with strong community buzz fueled by a recent positive analyst rating and high short interest, igniting speculation of a potential squeeze. Investors are keenly anticipating announcements from the ongoing J.P. Morgan Healthcare Conference regarding new partnerships, strategic updates, and the broader application of its Matrix-M platform, amidst ongoing discussions about management performance.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath (PATH) is sparking significant discussion as investors navigate notable price volatility, often attributed to ongoing CEO stock sales and perceived market manipulation. Despite these headwinds, many remain highly bullish on PATH's robust financial position, recent GAAP profitability, and its strategic leadership in the burgeoning Agentic AI space, amplified by its S&P MidCap 400 inclusion and new leveraged ETF.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is actively trending as it pivots from Reality Labs layoffs towards a massive AI infrastructure buildout, highlighted by new "Meta Compute" initiatives and significant nuclear energy deals to power future data centers. This strategic shift is fueling intense debate, with some investors bearish on current spending and predicting further declines, while others view the moves as a fundamental re-rating opportunity and an attractive dip to buy for long-term AI-driven growth.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is heavily discussed following its pledge to bear the electricity costs for new AI data centers, a move seen by some as bullish for accelerating infrastructure growth. Despite this, community sentiment is sharply divided, with many lamenting the stock's recent underperformance compared to other major tech companies while others view current levels as a prime accumulation opportunity for its long-term AI and cloud dominance.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is a key discussion point following its new Chief Commercial Officer appointment and the completion of VK2735 maintenance study enrollment, with the J.P. Morgan Healthcare Conference amplifying investor interest. The community is deeply polarized, debating the company's best-in-class obesity drug potential and strategic moves towards commercialization or partnerships, against ongoing criticisms of leadership and perceived underperformance amidst sector peers. Many observers attribute recent price fluctuations to market manipulation within this competitive landscape.

RYVYL Inc. is a financial technology company that develops software platforms and tools that are focused on providing global payment acceptance and disbursement capabilities. It offers an innovative payment platform-as-a-service that redefines global payment solutions, enabling seamless business-to-business, consumer-to-business, and peer-to-peer transactions worldwide. The company leverages advanced electronic payment technology to deliver seamless financial solutions across global markets. It operates through two geographical segments: North America and International. The company was founded on April 10, 2007 and is headquartered in San Diego, CA.

Ryvyl Inc

Ryvyl (RVYL) is experiencing intense community interest, primarily fueled by its impending merger with Roundtable to form a Web3 digital media platform with a Bitcoin treasury. The stock's notably low float and high short interest are driving widespread speculation of a significant short squeeze, with investors also closely watching progress on Nasdaq compliance and the resolution of prior litigation.

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. It focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 and is headquartered in New York, NY.

JPMorgan Chase & Co.

JPMorgan Chase & Co

JPMorgan Chase is trending following its earnings report, which, despite surpassing expectations, led to a stock decline as investors focused on elevated expectations, a substantial reserve build for the Apple Card transfer, and broader credit market concerns. The community is actively debating the potential impact of a proposed cap on credit card interest rates, adding another layer of uncertainty for the banking sector. Jamie Dimon's cautious economic outlook further contributes to the conversation around financial stability.

Ambitions Enterprise Management Co. LLC operates as a travel agency. It provides event planning and management services. The firm also offers transportation, accommodations, meals, and guided tours or activities under convenient packages. The company was founded on October 26, 2023 and is headquartered in Dubai, United Arab Emirates.

Ambitions Enterprise Management Co LLC - Ordinary Shares - Class A

Ambitions Enterprise Management Co LLC

AHMA is experiencing significant momentum, driven by its extremely low public float as a recent IPO, sparking intense discussion about a potential short squeeze. The community is actively debating its trajectory, with many speculating on substantial price targets by drawing parallels to past low-float runners, while others urge caution regarding its high volatility. Amidst the speculative fervor, some traders are also highlighting the company's underlying business, focusing on its scalable energy solutions for the healthcare sector.

Visa, Inc. engages in the provision of digital payment services. It also facilitates global commerce through the transfer of value and information among a global network of consumers, merchants, financial institutions, businesses, strategic partners, and government entities. It offers debit cards, credit cards, prepaid products, commercial payment solutions, and global automated teller machines. The company was founded by Dee Hock in 1958 and is headquartered in San Francisco, CA.

Visa Inc - Ordinary Shares - Class A

Visa Inc

Visa is trending amid political proposals for a 10% cap on credit card interest rates, sparking widespread debate about its potential impact. While some investors fear a significant stock decline, many in the community view this as an overreaction and a buying opportunity, emphasizing that Visa primarily profits from transaction fees and not direct interest charges. The broader discussion highlights Visa's robust global network and ongoing initiatives in digital payments and stablecoins as key long-term growth drivers.

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<ul class="summary-bullets"><li>The report said the trade deal would include commitments from TSMC to invest more in setting up fabs in the U.S.&nbsp;</li><li>TSMC is the world’s biggest contract chip manufacturer and a key vendor to Nvidia and Apple.</li><li>The Taiwanese giant already has one fab in the U.S. and is building four more.</li></ul>U.S.-listed shares of Taiwan Semiconductor Manufacturing Co.&nbsp;gained 0.2% in early premarket on Tuesday amid reports that the U.S. is close to completing a trade deal with Taiwan.The New York Times&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-taiwan-close-in-on-trade-deal-tsmc-pledges-more-chip-plants-in-america-report/cmUaEwaR4EF">reported</a> on Monday that the deal involves the U.S. lowering tariffs on the island nation to 15% – in line with the rates on Japan and South Korea – and commitments from TSMC to invest significantly more in the U.S.<a href="https://stocktwits.com/symbol/TSM">TSM stock</a> had gained 2.5% on Monday, bringing its year-to-date gains to over 9%; shares gained 54% over 2025. On Stocktwits, the retail sentiment shifted to ‘bullish’ as of early Tuesday, from ‘neutral’ the prior day.<h2 class="st-heading-2">Complicated Geopolitical Situation</h2>TSMC is the world's largest contract chip manufacturer and a key vendor to Nvidia and Apple. Given its unique position, any disruption in its business or trade pipeline has ripple effects across the world and sectors, such as electronics, cars, and weaponry – as was seen during the COVID-19 pandemic.Meanwhile, Taiwan's autonomy is another issue of concern for businesses and lawmakers. Beijing has long asserted that Taiwan belongs to China and should one day be brought under Chinese control. China recently conducted live-fire drills around the island, raising the possibility of an invasion.In fact, China has reportedly advised European countries not to host Taiwanese officials, citing European Union laws and regulations, according to a Guardian&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theguardian.com/world/2026/jan/13/china-europe-pressure-block-taiwanese-politicians-visas">report</a>.The nexus is further complicated by the U.S. and China’s push to outpace each other in AI capabilities. Under the Joe Biden administration, the U.S. banned exports of advanced chips to China, while a more recent on-again, off-again stance on certain China-approved chips has added uncertainty – particularly for Nvidia.<h2 class="st-heading-2">US-Taiwan Deal Details</h2>As part of the reported U.S.-Taiwan trade deal, TSMC would commit to building at least five more semiconductor facilities, or fabs, in Arizona, roughly doubling the number of plants it has in the state, sources told the NYT.The company opened its first fab in 2020 and is working on a second one that would open in 2028. It had promised to build four more in the coming years, but as part of the U.S.-Taiwanese trade talks, it agreed to add at least five more.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-stock-rises-premarket-after-quelling-china-fears-over-h200/cmUXbuKR44X">Nvidia Stock Rises Premarket After Quelling China Fears Over H200 Chip Sales</a>&nbsp;

2024 World Semiconductor Congress in Nanjing

Why Is Taiwan Semiconductor Stock Rising Premarket Today?

An NYT report says the U.S. is close to completing a trade deal with Taiwan, where TSMC is based.

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Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as digital video compact disc player, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

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