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CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is trending amid a significant sell-off across the cybersecurity sector, fueled by fears that AI tools like Anthropic's Claude could disrupt traditional software models, though many in the community believe these concerns are overblown and that AI will ultimately increase the demand for advanced cyber defense.

Indonesia Energy Corp. Ltd. operates as an oil and gas, exploration, and production company. It engages in oil and gas assets portfolio with a mix between medium-sized producing blocks and exploration blocks with significant resources. Its portfolio includes Kruh, Citarum, and Rangkas Area. The company was founded by James J. Huang and Wirawan Jusuf in 2014 and is headquartered in Jakarta, Indonesia.

Indonesia Energy Corp Ltd

Indonesia Energy Corp Ltd (INDO) is witnessing an intense community debate following an unexpected sharp sell-off, despite surging crude oil prices and geopolitical tensions propelling other energy stocks higher. Many investors are questioning if the downturn is due to corporate dilution or market manipulation, drawing parallels to its history of extreme volatility.

GitLab, Inc. engages in the intelligent DevSecOps platform for software innovation. The firm enables organizations to increase developer productivity, improve operational efficiency, reduce security and compliance risk, and accelerate digital transformation. The company was founded by Dmitriy Zaporozhets and Sid Sijbrandij in 2011 and is headquartered in San Francisco, CA.

Gitlab Inc - Ordinary Shares - Class A

Gitlab Inc

GitLab is trending following its latest earnings report, which showed a beat on EPS and revenue but was met with mixed community reactions due to conservative guidance. The conversation is highly polarized, with ongoing debate on how AI impacts its core DevSecOps platform, alongside persistent and active discussion of potential acquisition rumors, notably from Datadog.

Kraken Robotics, Inc. engages in the design, manufacture, and sale of software-centric sensors, subsea batteries, thrusters and underwater robotic systems. It operates through the following geographical segments: Asia Pacific, Europe, Middle East and Africa, North America, and Other. The company was founded on May 14, 2008, and is headquartered in Mt. Pearl, Canada.

Kraken Robotics Inc

Kraken Robotics is trending intensely following a trading halt for pending news, sparking widespread community speculation around a potential acquisition or major contract. Investors are highly bullish on its advanced underwater drone and battery technology, bolstered by significant partnerships in the rapidly expanding global defense sector.

Senseonics Holdings, Inc. is a medical technology company, which engages in the development and manufacture of glucose monitoring products. Its primary product is the brand Eversense CGM (continuous glucose monitoring) including sensors, smart transmitters, and mobile applications. The company was founded on June 26, 2014 and is headquartered in Germantown, MD.

Senseonics Holdings Inc

Senseonics is trending following strong Q4 revenue growth, a new in-house commercialization strategy, the integration of its Eversense 365 CGM with Sequel's twiist AID system, and European CE Mark approval; however, the community is sharply divided between belief in its superior technology and deep frustration with management's execution.

Target Corp. engages in the operation and ownership of general merchandise stores. It offers food and general merchandise, clothing and household goods, electronics, and toys. Its brands include A New Day, All in Motion, Art Class, Auden, AVA & VIV, Boots and Barkley, Brightroom, Bullseye's Playground, Casaluna, Cat & Jack, Cloud Island, Colsie, dealworthy, Embark, Everspring, Favorite Day, Figmint, Future Collective, Gigglescape, Good & Gather, Goodfellow & Co, Hearth & Hand with Magnolia, Heyday, Hyde & EEK! Boutique, JoyLab, Kindfull, Kona Sol, Made By Design, Market Pantry, Mondo Llama, More Than Magic, Opalhouse, Open Story, Original Use, Pillowfort, Project 62, Room Essentials, Shade & Shore, Smartly, Smith & Hawken, Sonia Kashuk, Spritz, Sun Squad, Threshold, Universal Thread, up&up, Wild Fable, Wondershop, Xhilaration, California Roots, Casa Cantina, The Collection, Headliner, Jingle & Mingle, Rosé Bae, Photograph, SunPop, and Wine Cube. The company was founded by George Draper Dayton in 1902 and is headquartered in Minneapolis, MN.

Target Corp

Target is trending after delivering stronger-than-expected earnings and projecting a return to sales growth, sparking widespread bullish sentiment about its strategic turnaround under new leadership. The community is actively discussing potential price target raises and the stock's significant rebound, viewing it as undervalued compared to retail peers.

Hut 8 Corp. engages in the development and operation of data centers at scale, supporting AI, high-performance computing (HPC), ASIC compute, and other energy-intensive technology applications. It operates through the following segments: Power, Digital Infrastructure, Compute, and Others. The Power segment manages the origination, development, and management of powered land and energy infrastructure. The Digital Infrastructure refers to the development, ownership, and operation of facilities designed to support next-generation, energy-intensive technology application. The Compute segment deals with operating businesses that deploy and monetize compute assets across next-generation energy-intensive technology. The Others segment offers equipment sales and repairs. The company was founded on January 27, 2023 and is headquartered in Miami, FL.

Hut 8 Corp

Hut 8 is a major talking point following its Q4 earnings report and a significant AI data center deal with Google and Anthropic, which underscore its strategic pivot from pure Bitcoin mining to high-performance computing infrastructure. The community is sharply divided between those who view its performance as "manipulation" and those who see "monster" potential in its AI-driven growth and strong relative strength compared to other crypto-exposed names.

Venture Global, Inc. engages in the development and construction of liquefied natural gas production, establishing us as a rapidly growing company delivering critical LNG to the world. It projects include Calcasieu, Plaquemines, CP2, CP3 and Delta projects. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is trending as global LNG prices surge following Qatar's production halt and disrupted shipping through the Strait of Hormuz. The community is actively debating the company's strong Q4 earnings, recent legal win against Shell, and new supply agreements as catalysts positioning it to benefit from the volatile energy market, despite some analyst concerns about future oversupply.

SSgA Active Trust - State Street Energy Select Sector SPDR ETF

Energy Select Sector SPDR Fund

XLE is trending as escalating Middle East conflicts, particularly around the Strait of Hormuz and reports of tanker attacks, drive an oil panic premium and raise concerns about global supply disruptions. The community is debating whether this surge in energy equities will be sustained or if the "war premium" is a shorting opportunity.

Ross Stores, Inc. engages in the operation of off-price retail apparel and home accessories stores. Its products include branded and designer apparel, accessories, footwear, and home fashions through the Dress for Less and dd's DISCOUNTS brands. The company was founded by Stuart G. Moldaw in 1957 and is headquartered in Dublin, CA.

Ross Stores, Inc.

Ross Stores is trending due to its recent strong earnings report, with the community widely celebrating impressive financial results and robust sales growth. This performance, coupled with increased dividends and a new stock repurchase authorization, highlights continued strength in the off-price retail sector as consumers seek value.

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Lumentum (NASDAQ:LITE) Trading Down 11.2% on Insider Selling

Lumentum (NASDAQ:LITE) Shares Down 11.2% Following Insider Selling...

<ul class="summary-bullets"><li>Raymond James analyst Simon Leopold reportedly said that Nvidia’s investment in Coherent and Lumentum set up a better long-term payoff for optical shareholders.&nbsp;</li><li>Rosenblatt’s Mike Genovese increased the price target on Lumentum to $900 from $580, and raised Coherent’s price target to $375 from $300, while maintaining a ‘Buy’ rating on both companies’ shares.</li><li>Boutique research company Gordon Haskett believes that Lumentum and Coherent could join the S&amp;P 500 this year.</li></ul>Nvidia Corp. on Monday announced a combined investment of $4 billion in two companies that operate in the optical and photonic technology space.The semiconductor company said it would invest $2 billion each in Coherent Corp. (COHR) and Lumentum Holdings Inc. (LITE), alongside multiyear strategic agreements in both firms to advance innovation in optics technologies.Wall Street analysts also believe COHR and LITE shares are buys, especially in the long term, according to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/03/03/nvidia-is-investing-in-these-two-stocks-wall-street-says-you-should-too.html">report</a> from CNBC.<h2 class="st-heading-2">Street Rationale</h2>Raymond James analyst Simon Leopold reportedly said that Nvidia’s (NVDA) investment in Coherent and Lumentum is a sign of the company supporting a larger and healthier ecosystem. He added that it set up a better long-term payoff for optical shareholders.While Rosenblatt’s Mike Genovese said he doesn’t see an immediate sizable market interest in co-packaged optics, at least until 2029, he raised the price target on both Lumentum and Coherent, and has a ‘Buy’ rating on the shares.Genovese increased the price target on Lumentum to $900 from $580, and raised Coherent’s price target to $375 from $300.Meanwhile, JPMorgan’s Samik Chatterjee said as per the report that Nvidia’s investment was an overall positive for both Coherent and Lumentum, “given consistent concerns regarding competitive pressures, particularly from Asia‑based peers, as it underscores the importance of an optical portfolio that extends beyond the transceiver design into critical components and a U.S. manufacturing presence.” &nbsp;Both stocks have an ‘Overweight’ rating from the firm.Boutique research company Gordon Haskett also believes that Lumentum and Coherent could join the S&amp;P 500 this year. “The S&amp;P 500 should be naming new members on Friday as part of its quarterly rebalance and because these two are now so far out in front of their midcap peers, we’d actually be surprised if the 500 took one and not the other,” Don Bilson, head of Gordon Haskett’s event-driven team, reportedly said in a note to investors.Stock of rival company <a href="https://stocktwits.com/news-articles/markets/equity/poet-shares-surged-today-nvidia-connection/cZd3KaZRI2L">Poet Technologies</a> (POET) also garnered retail attention amid a price boost from Nvidia’s confidence in optics technology.<h2 class="st-heading-2">How Did Retailers React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/COHR">COHR stock</a> was in the ‘extremely bullish’ territory over the past 24 hours amid ‘extremely high’ message volumes.Meanwhile, retail sentiment around <a href="https://stocktwits.com/symbol/lite">LITE stock</a> was in the ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes.While shares of COHR and LITE dipped on Tuesday amid a broader sell-off in the market, COHR stock has more than quadrupled in the last one year, while LITE stock has gained more than 974%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Nvidia logo appears on a mobile phone, and a stock market graph is on a laptop screen in the background. (Photo by Firdous Nazir/NurPhoto via Getty Images)

Nvidia Bets Big On Two Photonics Stocks — Wall Street Backs These With ‘Buy’ Ratings

Nvidia Corp. on Monday announced a combined investment of $4 billion in Coherent Corp. and Lumentum Holdings, companies that operate in the optical and photonic technology space. 

Equity

Lumentum (NASDAQ:LITE) Price Target Raised to $750.00 at Barclays

Barclays lifted their price target on shares of Lumentum from $475.00 to $750.00 and gave the stock an "equal weight" rating in a research note on Tuesday...

Fisher Asset Management LLC Lowers Stock Position in Lumentum Holdings Inc. $LITE

Fisher Asset Management LLC trimmed its holdings in shares of Lumentum Holdings Inc. (NASDAQ:LITE - Free Report) by 0.3% during the 3rd quarter, according to the company in its most recent Form 13F...

Zacks Investment Ideas feature highlights: Nvidia, Alphabet, Coherent, Lumentum and RF Industries

NVIDIA jumps after backing a record $110B OpenAI raise and investing $2B each in Coherent and Lumentum, as AI infrastructure spending accelerates.

Lumentum (NASDAQ:LITE) CFO Sells $3,664,371.26 in Stock

Lumentum Holdings Inc. (NASDAQ:LITE - Get Free Report) CFO Wajid Ali sold 5,302 shares of the firm's stock in a transaction dated Friday, February 27th. The shares were sold at an average price of...

As Missiles Fly, is it Time to Buy?

For the disciplined investor, the current volatility isn't a signal to flee, but rather a rare opportunity to capture high-quality stocks at a discount.

AI Stocks Gain as Investments Continue to Surge (LITE, COHR, NVDA)

Nvidia announces a $4 billion investment in winning AI stocks Lumentum and Coherent Corp, Alphabet building the largest battery system in the world and OpenAI raises $110 billion

Lumentum (NASDAQ:LITE) Hits New 52-Week High - Time to Buy?

Lumentum (NASDAQ:LITE) Reaches New 52-Week High - Still a Buy...

<ul class="summary-bullets"><li>The collaboration focuses on research, development, and manufacturing to support large-scale AI infrastructure.</li><li>Under the agreement, Nvidia will invest $2 billion each in Lumentum and Coherent.</li><li>Nvidia has also secured future production capacity rights for advanced laser components.</li></ul>Nvidia Corp. (NVDA) on Monday announced&nbsp;multiyear&nbsp;strategic&nbsp;partnerships&nbsp;with Lumentum Holdings Inc. (LITE) and Coherent Corp. (COHR) aimed at advancing optical technologies crucial for next-generation AI systems.&nbsp;The collaboration focuses on research, development, and manufacturing to support large-scale AI infrastructure in the coming years.<h2 class="st-heading-2">Lift To&nbsp;AI Infrastructure Development</h2>As part of the partnership, Nvidia is investing $2 billion each in Lumentum and Coherent to expand U.S.-based manufacturing and fund R&amp;D initiatives, enabling both&nbsp;companies&nbsp;to scale operations to meet growing&nbsp;demand for AI.Following the announcement,&nbsp;<a href="https://stocktwits.com/symbol/LITE">Lumentum stock</a> traded over 7% higher, while&nbsp;<a href="https://stocktwits.com/symbol/COHR">Coherent</a> traded over 8% higher in Monday’s premarket.&nbsp;On Stocktwits, retail sentiment around Lumentum&nbsp;remained in ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;Sentiment around Coherent shifted to ‘extremely bullish’ from ‘bullish’ territory the previous day amid ‘high’ message volume levels.&nbsp;Under the nonexclusive arrangements, Nvidia has committed to multibillion-dollar purchases and secured rights to future production capacity for advanced laser components and optical networking products.<h2 class="st-heading-2">Advancing AI Factory Efficiency</h2>Both Lumentum and Coherent will leverage Nvidia’s capital to expand U.S. fabrication facilities, enhance research efforts, and scale production capacity for advanced optical components.<blockquote>“Computing has fundamentally changed. In the age of AI, software runs on intelligence with tokens generated in real time by AI factories for every interaction and every context.”-Jensen Huang, founder and CEO, Nvidia</blockquote>Optical interconnects and package integration are central to scaling AI factories. By combining Nvidia’s expertise in AI, computing, and networking with Lumentum and Coherent’s optical and manufacturing capabilities, these collaborations aim to improve energy efficiency and ultrahigh-bandwidth connectivity in large-scale AI deployments.NVDA stock has gained over 55% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/wrap-stock-spikes-pre-market-new-drone-testing-expansion/cZd3e2ORIc6">WRAP Stock Spikes Pre-Market: What’s Behind The New Drone Testing Expansion?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Nvidia logo appears on a smartphone screen. (Photo by Samuel Boivin/NurPhoto via Getty Images)

Nvidia Is Backing Optical Tech In Next AI Push – Invests $4 Billion In Lumentum And Coherent 

The move sent Lumentum and Coherent stocks sharply higher early Monday.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

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