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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 surging after its blowout Q2 earnings and a 70% FY2028 revenue growth forecast, which CEO Jensen Huang highlighted as supply-constrained rather than demand-limited, fueling intense retail buzz with many traders targeting $300 and calling out bears like Michael Burry. The community is also keyed on related moves like Amazon's 2 million GPU deal, a reported Hugging Face acquisition, and memory stock rallies, reinforcing a broader AI-infrastructure rally.

Abercrombie & Fitch Co. engages in the retail of apparel, personal care products, and accessories. The firm operates through following geographical segments: Americas, Europe, the Middle East and Africa (EMEA), and Asia-Pacific (APAC). Its brands include Abercrombie and Hollister. The company was founded by David Abercrombie in 1892 and is headquartered in New Albany, OH.

Abercrombie & Fitch Co. - Ordinary Shares - Class A

Abercrombie & Fitch Co.

Abercrombie & Fitch is surging after a massive Q2 earnings beat and sharply raised full-year guidance, igniting heavy short-squeeze speculation and debate among traders over whether the move is sustainable or merely a tariff-refund-driven spike in a weak retail environment.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

GOOGL is trending as traders weigh reports of revenue-sharing talks with China's Moonshot AI and the intensified custom silicon race, while frustration grows over the stock's recent slide despite bullish TPU-related analyst notes.

The Last Play is Crypto’s 401k.  RETIRE is more than a coin; it’s The Last Play. We are a community dedicated to breaking free from the grind and building true generational wealth. With RETIRE, our mission is simple yet profound: to provide a pathway to retire yourself and secure financial freedom for your bloodline. While others chase hype and trends, we’re focused on creating a legacy that lasts beyond the typical cycle. RETIRE is about making the one move that matters, with a vision for long-term value, freedom, and impact. This isn’t just a meme —it’s a purpose-driven commitment to building a legacy.

The Last Play

RETIRE.X is surging in social engagement as crypto enthusiasts champion it as a 'tokenized 401k', drawing attention to its mission of offering an alternative retirement vehicle. The community's enthusiastic promotion, centered on the idea of retiring early and beating the traditional system, is fueling its trending status on platforms like Stocktwits.

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SPY is gyrating after-hours as traders sell the news on Nvidia's blowout earnings, calling the initial pump a bull trap and flagging bond-market stress plus the Jackson Hole speech as fresh downside risks.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is attracting heavy attention as traders focus on JPMorgan's bullish call that the market is underestimating its AI opportunity, alongside a growing narrative around Nvidia's partnership and speculation of U.S. government interest following its China pullback. The community is largely optimistic about long-term upside, citing strong AI order flow, while a vocal minority remains skeptical of execution and share dilution.

Sharplink, Inc. is an institutional-grade Ethereum treasury platform that provides public market investors with exposure to Ether. It operates through the following segments: ETH Treasury Management and Affiliate Marketing. The ETH Treasury Management segment focuses on the accumulation and active management of ETH as a long-term treasury asset. The Affiliate Marketing segment focuses on performance-based customer acquisition services for sportsbooks and online casino gaming operators worldwide. The company was founded in 2019 and is headquartered in Miami, FL.

Sharplink Inc.

SharpLink Gaming Ltd

Investors are closely watching SharpLink Gaming as the stock trades at a significant discount to its Ethereum treasury holdings, fueling community debates over whether the current valuation represents a deep-value opportunity or a persistent laggard. Sentiment remains polarized between those anticipating a major rebound driven by crypto momentum and those frustrated by continued dilution and the company's lack of recent aggressive asset acquisitions.

CF Acquisition Corp. VI operates as a blank check company. It focuses on the search of companies in the financial services, healthcare, real estate services, technology and software industries. The company was founded on April 17, 2020 and is headquartered in New York, NY.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

RUM is surging on the heels of its landmark $13.7B GPU services contract and Tether's strategic backing, with the community anticipating that Nvidia's bullish comments on datacenter demand will further validate the AI infrastructure play. Many traders see this momentum setting up a potential short squeeze, given the record-high short interest and the stock's recent breakout.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendy's is trending sharply lower after reports that Nelson Peltz's Trian Fund Management, its largest shareholder, has dropped plans for a take-private bid, citing concerns over performance and valuation. Retail sentiment on Stocktwits remains extremely bullish yet deeply divided, with traders debating whether the drop is a manipulation-driven buying opportunity or the end of the squeeze thesis, fueling heavy message volume and uncertainty around the stock's next move.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOI is trending as traders dissect the company's new $600M ATM offering, which has sparked a sharp divide between bulls calling the selloff an overreaction and bears targeting further downside. The move is also drawing attention to the broader optical sector, with chatter around the potential US ban on Chinese transceivers and its impact on the photonics complex.

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Cathie Wood's ARK Invest has been aggressively buying the dip in Cerebras ($CBRS) after its post-earnings selloff, totaling over $60 million this month, which has sparked intense debate among traders about whether this signals a bottom or a falling knife. The stock's slide is being attributed to lockup expirations, insider selling, and margin concerns, but bulls are positioning for a potential rebound tied to Nvidia's earnings and Cerebras' upcoming product event, while bears argue the high valuation and heavy insider sales leave more downside risk.

CBRS Stock Tumbles Toward Fourth Red Month: Cathie Wood Loads Up More With $17M Purchase

Cerebras shares fluctuated as investors reacted to strong quarterly earnings from sector leader Nvidia, alongside ongoing insider selling and large-scale share accumulations by Cathie Wood's ARK Investment Management following the company's recent IPO.

On Nvidia Earnings Day, Cathie Wood’s ARK Loaded Up $20M On Rival Chip Stock

Equity

Cathie Wood’s ARK Investment Management bought a total of 57,705 AVGO shares across three of its funds. 

Total purchases of Cerebras stock by Wood’s ARK Invest in August are over $60 billion, according to disclosures.


Cathie Wood Loads Up on Cerebras Systems Stock as AI Chip Race With Nvidia Heats Up  Ark Keeps on Dumping AMD Shares

Ark Invest bought roughly $17 million in Cerebras shares Tuesday, Aug. 25, 2026, while trimming its Tempus AI and AMD positionsread more...

Can Cerebras' Latest CS-4 Help the Stock in Confronting NVDA & AMD?

CBRS CS-4 boosts inference speed and power efficiency as cloud demand surges, while NVIDIA and AMD intensify competition.

Cerebras CTO Files To Sell Over $153M Stock, Senior Executives Offload Small Lots

Cerebras executives’ lock-up remains in effect until November, with the tax-related sales permitted under the lock-up.


Cathie Wood Is Betting Against The AI Memory Boom – And On Cerebras To Make HBM Less Necessary 

Wood said soaring memory prices will encourage engineers to develop cheaper alternatives and attract additional supply.

CBRS Stock Plunges Amid Chipmaker’s New Launches – Cathie Wood Buys The Dip  Tickers: 

Cerebras investors appeared to book profits on Tuesday after the company’s sharp rally the previous day.

What's Going On With Cerebras Systems Stock Tuesday?

Cerebras Systems Inc (NASDAQ:CBRS) shares are trading lower Tuesday as chip stocks slide broadly, with a jump in oil prices and bond yields reigniting inflation worries and separate weakness among memory chip names adding to the drag.read more...

Zacks Investment Ideas feature highlights: NVDA, GOOGL, AMZN, INTC and others

NVIDIA and top institutional investors are piling into AI infrastructure, with 13F filings revealing bets on Intel, CoreWeave, Nebius and more.

CBRS Stock Pops 15% As Wedbush Flags 'Progression' In $20B OpenAI Deal, GPT-5.6 Sol Ultrafast Boost

Investors would now tune into Cerebras’ flagship event Supernova 2026, which kicks off on Tuesday.


$CBRS Q2 '26 Earnings Results & Recap

• Reported GAAP EPS of -$2.98 down -230.70% YoY
• Reported revenue of $180.11M up 74.32% YoY

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Bullish Sentiment

Double beat (rev + EPS)

Revenue beat, EPS miss

EPS beat, revenue miss

Double miss

Cerebras Systems ($CBRS) reports Q2 earnings today, with Wall Street expecting a narrower loss of $0.18 per share on roughly $194 million in revenue, reflecting 88% year-over-year growth. Do you expect a double beat, a mixed result, or a double miss? Vote and explain your reasoning in the comments.

Cerebras Systems ($CBRS) reports Q2 earnings today. What do you expect?

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Cerebras Systems Inc

) reports Q2 earnings today. What do you expect?

Stocktwits Polls

Traders are closely watching for a price surge triggered by institutional short sellers needing to cover their positions during volatility.

Investors are intensely debating whether the firm's wafer-scale architecture can actually displace industry leaders in AI infrastructure and inference.

Concerns remain elevated as retail investors monitor ongoing share sales by key executives and the looming end of the company lock-up period.

The stock continues to draw sharp reactions from the trading community regarding Cathie Wood's recurring share purchases.

Skeptics are highlighting heavy reliance on OpenAI for backlog revenue and questioning whether current high valuations are justified by underlying financials.

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