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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

Super Micro Computer is trending due to its imminent earnings report, sparking intense community debate between expectations for a revenue beat and a short squeeze, fueled by its crucial role in AI infrastructure and the recent xAI/SpaceX merger, against persistent concerns over past performance and margin pressure.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is trending after reporting weaker-than-expected earnings and guidance, alongside an unexpected CEO change, triggering a significant stock decline. Community sentiment is divided between those who believe the stock is "insanely oversold" and a deep value opportunity due to strong buybacks, and those who criticize management and question the company's long-term competitive standing.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Advanced Micro Devices is actively discussed ahead of its earnings report, with strong bullish sentiment anticipating an AI-driven blowout from data center and MI300/MI450 demand, further fueled by reports of OpenAI seeking alternatives to Nvidia chips. However, many in the community remain cautious, citing the stock's historical tendency to experience 'sell the news' reactions even with positive results, leading to active debate on its immediate post-earnings trajectory.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Thompson Falls, MT.

United States Antimony Corp.

United States Antimony Corp

United States Antimony Corp (UAMY) is trending higher as investors and the community actively discuss new government initiatives, including a $12 billion strategic critical minerals reserve and an upcoming G7 summit, all reinforcing the company's vital role as North America's only antimony producer for national security and defense amidst ongoing battles with short sellers.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is experiencing extreme price volatility, marked by a sharp drop and rapid rebound, which is fueling intense community debate over its immediate trajectory. Adding to the discussion, many are actively addressing and reacting to unverified claims linking the cryptocurrency's creation to the recently publicized Epstein files.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is trending amid reports that OpenAI is seeking alternatives to its chips, stirring investor debate about the AI sector's future, despite CEO Jensen Huang dismissing the "drama as nonsense" and reaffirming NVIDIA's investment in OpenAI.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care, and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is a hot topic after its Q4 earnings release, which included a cautious 2026 outlook predicting declining sales and operating profit amid U.S. pricing pressures and competition. The community is sharply divided between frustrated investors citing management's guidance and perceived market manipulation, and long-term bulls highlighting strong early uptake of its oral Wegovy pill and a new share repurchase program as signs of underlying strength.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle Mexican Grill is dominating market chatter ahead of its earnings report, where investors are keenly weighing the impact of new protein menu items and a significant share buyback against widespread community concerns regarding portion sizes and declining traffic in a challenging fast-casual environment. This has led to a highly polarized outlook, with many speculating on a significant post-earnings move and debates about potential short manipulation.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is a hot topic ahead of its earnings report, with community sentiment sharply divided between anticipating continued challenges and a potential short squeeze, fueled by recent analyst upgrades, institutional accumulation, and the launch of new commercial microinverters.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is seeing intense discussion ahead of its earnings, as the community grapples with its multi-year low valuation, widespread criticism of CEO Evan Spiegel, and the potential impact of tightening global social media age restrictions, all while speculating on a possible buyout.

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ZJK Industrial Co., Ltd. (NASDAQ:ZJK) Sees Large Decline in Short Interest

ZJK Industrial Co., Ltd. (NASDAQ:ZJK - Get Free Report) was the target of a significant decrease in short interest in December. As of December 31st, there was short interest totaling 27,036 shares, a...

ZJK Industrial Co., Ltd. (NASDAQ:ZJK) Sees Significant Decline in Short Interest

ZJK Industrial Co., Ltd. (NASDAQ:ZJK - Get Free Report) was the target of a large drop in short interest in December. As of December 15th, there was short interest totaling 50,341 shares, a drop of...

ZJK Industrial (NASDAQ:ZJK) Shares Down 8.5% - What's Next?

ZJK Industrial (NASDAQ:ZJK) Stock Price Down 8.5% - Here's Why...

ZJK Industrial (ZJK) said Thursday it plans to scale up production to support Nvidia’s (NVDA) B40 initiative, a specialized AI chip project targeting the Chinese market.<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> edged 0.5% higher at the market open on Thursday, while&nbsp;<a href="https://stocktwits.com/symbol/ZJK">ZJK’s stock</a> jumped more than 11%.&nbsp;The B40 is based on Nvidia’s Blackwell architecture and is designed for the mid-to-high-end segment. ZJK said mass production could begin as early as June 2025, positioning the company to benefit from rising demand in the region."The B40 project presents several compelling market advantages. It complements Nvidia's RTX Pro 6000 workstation graphics cards currently being sold worldwide," ZJK CEO Ning Ding said in a statement. "According to supply chain forecasts, B40 chip shipments are expected to exceed one million units by the end of 2025."Ding emphasized the opportunity to expand alongside Nvidia’s push into China’s AI market. “As a supplier to Nvidia, we see tremendous growth potential in this project, given the market size and surging demand in the AI sector,” he said. “We expect this initiative to contribute significant year-over-year revenue growth.”ZJK added that it aims to leverage the B40 ramp-up to enhance its own business operations. “With our continued dedication to innovation and manufacturing excellence, we are confident in our ability to capture new opportunities and drive long-term growth, business upgrades, and strategic expansion,” Ding said.The B40 project has drawn attention as Nvidia works to maintain its footprint in China while complying with U.S. export controls.&nbsp;While the company’s most advanced chips face restrictions, the B40 represents a pathway for Nvidia to serve one of the world’s largest AI markets through a customized and compliant solution.Nvidia’s stock has gained 4.5% year-to-date, while ZJK’s shares have fallen nearly 45% in the same period.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-back-in-the-drivers-seat-hikes-price-target-to-165-on-ai-demand/chkDSwoRbDU">Nvidia ‘Back In The Driver’s Seat,’ Says Daiwa, Hikes Price Target To $165 On AI Demand&nbsp;</a>

A general view of Nvidia headquarters is seen in Shanghai, China, on May 19, 2025, as Nvidia plans further investment for the Shanghai research center. (Photo by Ying Tang/NurPhoto via Getty Images)

ZJK Ramps Up Production To Back Nvidia’s China-Focused B40 Chip

ZJK Industrial CEO Ning Ding stated that the company anticipates B40 chip shipments to surpass one million units by the end of 2025.

Equity

Shares of precision fasteners manufacturer ZJK Industrial Co. more than doubled on Tuesday after the firm <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.globenewswire.com/news-release/2024/12/03/2990553/0/en/ZJK-Industrial-Expands-Collaboration-with-NVIDIA-into-Liquid-Cooling-Systems.html">disclosed</a> that it received a request to produce samples for one of NVIDIA’s upcoming liquid cooling manifold projects.In response to the request, the company has assembled a specialized team of engineers and technical support specialists to focus exclusively on NVIDIA’s liquid cooling systems.“This team ensures ZJK’s standards of fast, high-quality production while aligning with NVIDIA’s evolving needs,” it said.CEO Ning Ding said the meeting at NVIDIA’s headquarters was encouraging for several reasons.“Not only did NVIDIA’s team praise ZJK for our efforts on the existing collaboration, but it also resulted in a new request for liquid cooling manifold components. The expansion of our cooperation into liquid cooling systems provides our company the opportunity to demonstrate the breadth of our capabilities, the strength of our R&amp;D teams and the quality and versatility of our engineering,” he said.Ding added that the firm hopes to remain one of NVIDIA’s preferred suppliers of precision parts manufacturing and will do everything possible to ensure the continued success of the collaborative effort.<a href="https://stocktwits.com/symbol/ZJK">Shares of ZJK Industrial</a> soared nearly 137% on Tuesday following the announcement.A poll on Stocktwits indicated maximum followers of the ticker expect the collaboration with NVIDIA to pay-off.<figure class="image"><img style="aspect-ratio:1838/1018;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2024_12_03_at_2_19_46_PM_f2601005c1.png" alt="Screenshot 2024-12-03 at 2.19.46 PM.png" width="1838" height="1018"></figure>Meanwhile, most retail followers of ZJK Industrial shares on Stocktwits expressed optimism about the firm.<stembedurl>https://stocktwits.com/KennyN/message/594910103</stembedurl><stembedurl>https://stocktwits.com/Greywolf11/message/594909070</stembedurl><stembedurl>https://stocktwits.com/Kerz/message/594904605</stembedurl>Meanwhile, shares of the company have gained over 200% since its listing at the end of September.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/fedex-stock-dips-after-bernstein-downgrade/cJ9NC0eRhV">FedEx Stock Dips After Bernstein Downgrade, But JPMorgan Price Target Hike Lifts Retail Optimism</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A poll on Stocktwits indicated maximum followers of the ticker expect the collaboration with NVIDIA to pay-off. | Representative Image Source: Pixabay

ZJK Industrial Stock More Than Doubles After NVIDIA Collaboration: Retail Chatter Indicates Extreme Optimism

CEO Ning Ding said the meeting at NVIDIA’s headquarters was encouraging for several reasons.

ZJK Industrial Co., Ltd. engages in the manufacturing and sale of precision fasteners, structural parts and other precision metal parts products. Its products include standard screws, nuts, bolts, turning parts, stamping parts and computer numerical control machining parts. The company was founded in 2011 and is headquartered in Shenzhen, China.

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