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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

Taiwan Semiconductor Manufacturing is trending following a robust earnings report that showcased strong gross margins and an aggressive CapEx outlook, signaling sustained demand for advanced AI chips. The community is largely bullish, anticipating significant upside as TSM's critical role in the semiconductor supply chain continues to drive conversation. This positive sentiment is further amplified by news of potential expanded US-Taiwan trade agreements benefiting its US manufacturing presence.

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

Super Micro Computer is trending after a prominent financial institution issued a 'Sell' rating, with many in the community interpreting this as an attempt to drive down the share price and acquire shares at a discount. While the institution cited concerns over margin compression, bullish investors remain focused on the company's significant revenue growth, its critical role in the booming AI infrastructure sector, and the potential for a short squeeze heading into anticipated earnings.

High Roller Technologies, Inc. is an evolving and growth-oriented iCasino and entertainment company, which engages in the business of operating an online gaming business offering casino betting games to customers. The firm also offers a wide range of games including many that are available in land-based casinos, such as blackjack, roulette, baccarat, poker, and slot machines. The company was founded by Michael Alexander Cribari and Brandon Christopher Eachus on December 21, 2021 and is headquartered in Las Vegas, NV.

High Roller Technologies Inc.

High Roller Technologies Inc

High Roller Technologies (ROLR) is trending due to a new strategic partnership with crypto.com/us to enter the rapidly growing U.S. prediction markets and expand its sports betting platform. The community is buzzing with excitement over the stock's parabolic move, fueled by a low float and discussions around a potential short squeeze, with many anticipating continued upward momentum.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is seeing strong community interest and increased trading volume, driven by anticipation of a potential gamma squeeze from expiring options. Investors are actively discussing the company's disruptive optical interposer technology, which is considered essential for addressing power and speed bottlenecks in hyperscale AI data centers. Many believe strategic partnerships and upcoming product developments position POET for significant growth in the evolving photonics landscape.

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), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), 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 NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. 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 trending due to a significant analyst upgrade and widespread speculation about key partnerships, including reports of Apple leveraging its advanced manufacturing for future chips. This has ignited strong bullish sentiment within the community, fueled by reports of surging server CPU demand and its strategic positioning with domestic foundry capabilities, leading many to believe a substantial turnaround is underway and shorts are facing increasing pressure.

BRC Group Holdings, Inc. engages in the provision of financial services and solutions to the capital raising and financial advisory needs of public and private firms. It operates through the following segments: Capital Markets, Wealth Management, Financial Consulting, Auction and Liquidation, Communications, and Consumer. The Capital Markets segment provides investment banking, corporate finance, research, wealth management, and sales and trading services to corporate, institutional, and high net worth clients. The Wealth Management segment offers retail brokerage, investment management, and insurance, and tax preparation services. The Financial Consulting segment focuses on a variety of specialized advisory services spanning bankruptcy, restructuring, turnaround management, forensic accounting, crisis and litigation support, appraisal and valuation, real estate, and operations management. The Auction and Liquidation segment deals with retail liquidation services. The Communications segment is composed of a portfolio of companies acquired for attractive risk-adjusted investment return characteristics. The Consumer segment includes Targus and the Brands investment portfolio. The company was founded in 1973 and is headquartered in Los Angeles, CA.

BRC Group Holdings Inc.

B. Riley Financial Inc

B. Riley Financial is experiencing significant momentum following the market's reaction to its Q3 10-Q filing, which confirms NASDAQ compliance and showcases a robust financial turnaround, particularly in its Capital Markets segment. The community is actively discussing the potential for a substantial short squeeze, with many believing that high short interest combined with the positive news puts shorts in a precarious position and could drive a multi-day rally.

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 navigates a strategic shift, marked by recent layoffs in its Reality Labs division to refocus on AI, alongside reports of ramping up production for its Ray-Ban AI glasses. The market is sharply divided, with many debating if its current valuation presents a significant buying opportunity after a notable decline, while others express deep skepticism over its extensive AI investments and past Metaverse spending ahead of its upcoming earnings report.

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 experiencing massive investor attention after a significantly raised price target from Bernstein, citing an unprecedented NAND shortage and explosive demand driven by AI infrastructure. This bullish outlook, combined with news of potential price doubling for enterprise SSDs, is fueling a fierce debate between those anticipating a continued memory supercycle and others warning of an unsustainable valuation. The community is actively discussing whether the stock's parabolic gains are justified by AI-driven demand or indicate an impending correction.

Ocular Therapeutix, Inc. is a biopharmaceutical company, which engages in the development and commercialization of therapies for diseases and conditions of the eye. Its product pipeline includes Dextenza, OTX-TP, and OTX-TIC. The company was founded by Amarpreet S. Sawhney and Farhad Khosravi on September 12, 2006 and is headquartered in Bedford, MA.

Ocular Therapeutix Inc

Ocular Therapeutix is trending as it moves to accelerate FDA submission for AXPAXLI's wet AMD treatment, aiming for approval based solely on year one SOL-1 Phase 3 data and potentially securing a coveted superiority label. This bold strategy has ignited a fervent community debate, with bulls anticipating a significant re-rating or buyout from major pharma seeking to protect their franchises, while skeptics raise concerns about recent share dilution and the trial's underlying design.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is currently trending due to robust Briumvi sales and strong revenue guidance for 2026, reinforcing confidence in the drug's blockbuster potential as highlighted at a recent healthcare conference. The community is actively discussing Briumvi's 'best in class' efficacy and expanding market share, alongside anticipation for future catalysts like the subcutaneous formulation, despite persistent short interest and frustration over stock price volatility.

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Dow Jones, Nasdaq, S&P 500 weekly preview: Markets brace for tariff deadline

Investing.com -- U.S. stocks closed higher on Thursday ahead of the Independence Day holiday, with the S&P 500 and Nasdaq Composite setting new record highs.

S&P 500’s China revenue is 4x the trade deficit - Apollo

Investing.com -- S&P 500 companies are significantly exposed to China, Apollo Chief Economist Dr. Torsten Slok highlighted today.  In fact, geographic revenue data from FactSet shows that China makes up 7% of annual revenue for S&P 500 companies.

Cathie Wood sees potential positives in Trump's 'shock therapy' tariff policy

Investing.com -- Cathie Wood, the founder, CEO, and CIO of ARK Invest, has weighed in on President Trump's tariff policy, which has been a cause for concern among many observers. Wood, however, sees potential benefits from the policy that may not be immediately apparent.

Muddy Waters warns US tariffs risks economic self-harm without broader strategy

Wall Street’s fear gauge surges above 60, signaling deepening market panic

WTH? Bessent tries to blame market sell-off on DeepSeek versus Trump’s tariffs

Investing.com -- In an astonishing interview, U.S. Treasury Secretary Scott Bessent blamed the stock market plunge on China's DeepSeek versus President Trump's tariffs.

Keep Trump 'away from X', Jim Cramer pleas

Investing.com -- Market pundit Jim Cramer spoke for the vast majority of the investing public Tuesday when he asked handlers to keep U.S. President Donald Trump “away from X” as the U.S. market tries to find a bottom amid the ongoing tariff war.

Markets 'fully unimpressed' with tariffs and 'sheer randomness' of policy - BMO

Investing.com -- BMO Capital's Chief Economist, Douglas Porter, highlights the recent toll that tariffs and trade uncertainties have taken on global markets and economies. The report, titled "Tariff Bueller’s Day Off," discusses the lack of market enthusiasm for the recent trade news, which has included the U.S. applying additional 10% tariffs on China and 25% tariffs on Mexican and Canadian goods.

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Other – Comment Below

Markets pulled back after reports that the DOJ opened a criminal investigation into Federal Reserve Chair Jerome Powell, raising concerns about central bank independence. With rate cuts, inflation, and political pressure all in focus, how do you think this standoff will impact markets in 2026?

How Will the Powell Investigation Impact Markets in 2026?

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