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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 experiencing a historic surge fueled by an AI-driven memory chip shortage, with community sentiment split between bulls celebrating generational gains and bears increasingly wary of a potential blow-off top. Investors are intensely focused on massive revenue growth in the data center segment and analyst price target upgrades, while debating whether the stock's parabolic ascent remains driven by fundamental shifts in AI demand or speculative market manipulation.

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 experiencing an intense parabolic rally as institutional demand for high-bandwidth memory (HBM) and AI-driven data center storage continues to significantly outpace supply. The community is actively debating the sustainability of this rapid upward trajectory, with many bullish investors dismissing pullback warnings by highlighting the company's strong long-term fundamentals and dominant role in the AI infrastructure supply chain.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is trending as investors react to a significant pivot in OpenAI's e-commerce strategy, where the shift away from direct in-chat checkouts is being interpreted as a win for Shopify's established infrastructure. Community discussion is heavily focused on this development, with bulls highlighting the stock's resilience and AI-driven growth potential while bears remain cautious, closely monitoring insider selling and the impact of broader software sector volatility.

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 surging following the announcement of a massive multi-year data center colocation agreement with Cerebras Systems, valued up to $2.5 billion. The community is actively discussing the stock's pivot toward AI infrastructure and potential institutional re-rating, though some investors are closely monitoring potential dilution from share offerings as the company scales its operations.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Digital is surging as investors pivot from its traditional Bitcoin mining roots to its aggressive expansion into AI data center infrastructure, fueled by new hyperscale campus leases and significant credit facilities. The stock is drawing heavy retail and institutional interest as the community focuses on its transition to high-performance compute, driving momentum and speculation around its long-term potential in the booming AI infrastructure sector.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is seeing significant investor attention following the successful energization of its 1.4GW Sweetwater 1 data center and the acquisition of Mirantis, a move intended to bolster the company's full-stack AI cloud capabilities. The community is actively discussing the stock's potential for a re-rating into a major AI infrastructure player, with heavy focus on upcoming earnings and speculation over potential new hyperscaler partnerships.

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 as investors react to a contentious proxy fight led by Shah Capital, which is pressuring the board to halt dilution and cut costs amid ongoing frustration over stagnant stock performance. The community is sharply divided, with intense debate focused on the company's uncommunicative leadership, the critical need for breakthrough partnership deals, and skepticism regarding executive compensation packages.

Skycorp Solar Group Ltd. is a holding company which designs, develops, manufactures and sells solar PV products and solar power system solutions services, through its indirectly wholly owned subsidiary. Its products include One-stop Solar system, Inverter, LFP Battery, Balcony Storage, and PV Cable. It operates through the following segments: Solar PV Products, High Performance Computing Products, and Others. The Solar PV Products segment includes servers, photovoltaic cable, and photovoltaic connectors. The High Performance Computing Products segment refers to the HPC servers and accessories delivered to the customers. The company was founded on January 19, 2022 and is headquartered in Ningbo, China.

Skycorp Solar Group Ltd. - Ordinary Shares - Class A

Skycorp Solar Group Ltd.

Skycorp Solar Group Ltd. is trending due to a major acquisition of the remaining stake in Nanjing Cesun Power and a private placement, fueling community speculation about a potential short squeeze. Traders are focused on its low float and high borrowing fees, actively debating whether the stock will sustain its momentum toward double-digit price levels.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is seeing heavy volatility as investors weigh exceptional revenue growth and raised guidance against concerns over the stock's premium valuation and sector-wide sentiment. While many in the community are treating the dip as a major buying opportunity and anticipating a short squeeze, others remain skeptical about the sustainability of its current price multiples.

Terra is a decentralized financial payment network that rebuilds the traditional payment stack on the blockchain. Luna is the reserve currency of the Terra platform. It has three core functions: i) mine Terra transactions through staking, ii) ensure the price stability of Terra stablecoins and iii) provide incentives for the platform’s blockchain validators.

Terra Luna Classic

Terra Luna Classic is experiencing intense community speculation as investors monitor rising trading volume and anticipation for upcoming token burn events. Discussions are heavily focused on the potential for a significant supply reduction, with many holders betting on a long-term recovery despite historical volatility and persistent skepticism from market observers.

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US to safety test new AI models from Google, Microsoft, xAI

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Trump admin. moves further into AI oversight, will test Google, Microsoft and xAI models

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<ul class="summary-bullets"><li>SoundHound AI CEO Keyvan Mohajer’s comments come as the company launched OASYS, a model-agnostic platform that enables companies to switch between AI models based on performance and use case.</li><li>In an interview with Stocktwits, Mohajer noted that demand for AI agents is broad-based across industries, with no single vertical dominating adoption.</li><li>He said the planned LivePerson integration will significantly expand SoundHound’s enterprise reach, including global banks, airlines, automakers, and telecom providers.</li></ul>SoundHound AI (SOUN) launched OASYS on Tuesday, a self-learning agentic AI platform that lets businesses build and deploy AI agents across phone, web chat, social media, TV, and in-vehicle systems.&nbsp;In an interview with Stocktwits, Chief Executive Keyvan Mohajer said the company’s new OASYS platform is designed to address overreliance on a single AI provider like Microsoft (MSFT), Google (GOOG/GOOGL), or Amazon (AMZN). "Customers who bet on going all in with a big tech model risk missing out on innovations that come from elsewhere," he said. "In a space moving this quickly, that flexibility is critical."<a href="https://stocktwits.com/symbol/SOUN/">SOUN’s stock</a> gained as much as 2.4% in pre-market trade. Retail sentiment around the company on Stocktwits trended in ‘extremely bullish’ territory over the past day, accompanied by ‘extremely high’ levels of chatter.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_05_085025_png_80bb8515d0.webp" alt="Screenshot 2026-05-05 085025.png" width="1267" height="140"><figcaption>SOUN retail sentiment and message volume on May 5 as of 8:50 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">OASYS Launch Targets Big Tech AI Lock-In Risk</h2>He explained that OASYS is built to be model-agnostic, meaning it can draw on whichever underlying AI model performs best for a given task, from any provider, and adapt as the landscape shifts. Mohajer stated that no one can predict which model wins over the next two years, and enterprises shouldn't be forced to bet on it today.The OASYS launch comes ahead of the company’s earnings later this week, with Wall Street expecting revenue of about $43 million and adjusted loss of $0.04 per share.<h2 class="st-heading-2">SoundHound CEO Pushes Partnership Over Plug-and-Play Model</h2>Mohajer also drew a distinction around how SoundHound goes to market as compared to the big tech companies. "We're not a plug-and-play vendor," he said. "We act as a strategic partner, working closely with enterprises to integrate AI into their real-world operations, continuously optimize performance, and deliver measurable outcomes over time."The company is expanding into sectors including healthcare, insurance, telecommunications, and retail. According to Mohajer, demand for AI agents is broad-based rather than concentrated in a single industry. “Every business is looking for ways to automate interactions, improve efficiency, and deliver better customer experiences,” he said.<h2 class="st-heading-2">LivePerson Deal Could Unlock Enterprise Reach</h2>SoundHound expects its reach to expand further with the planned acquisition of LivePerson, once the deal closes. Mohajer said the combined footprint would give the company exposure to enterprise customers across more than 30 countries. This includes relationships with 12 of the top 15 global banks, four of the top five airlines, four of the top five automakers, and 10 leading telecommunications providers.Mohajer stated that the new OASYS platform is designed to operate across these varied environments, supporting deployments at scale while adapting to industry-specific requirements.SOUN’s stock has fallen over 7% this year and gained around 2% in the last 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/blsh-stock-tumbles-after-4-2-billion-all-stock-bet-on-equiniti/cZQwDnUReBA">Why Bullish's $4.2B Deal Is Sending BLSH Stock Lower Despite A Crypto Rally?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

SoundHound AI logo displayed on a phone screen seen in this illustration photo taken in Krakow, Poland on August 8, 2025. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

EXCLUSIVE: SoundHound AI CEO Says Enterprises That Go All-In With One Big Tech Model 'Risk Missing Out' 

In an interview with Stocktwits, SoundHound AI CEO Keyvan Mohajer stated that no company can predict which model will win over the next two years, and enterprises shouldn't be forced to bet on it today.

SoundHound AI CEO Warns Against ‘All-In’ Bets On Microsoft, Amazon, Google AI Models 

Equity

Alphabet Inc. $GOOGL Stake Reduced by WestEnd Advisors LLC

WestEnd Advisors LLC cut its holdings in Alphabet Inc. (NASDAQ:GOOGL - Free Report) by 17.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities and...

Alphabet (NASDAQ:GOOG) Stock Rating Lowered by Freedom Capital

Freedom Capital lowered shares of Alphabet from a "strong-buy" rating to a "hold" rating in a research note on Monday...

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

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Still early innings

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Memory stocks have surged over the past year - is the run overdone or still early innings?

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