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Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit Inc. is experiencing significant selling pressure amid broader concerns over software stock rotation and negative sentiment regarding recent Google search updates affecting platform visibility. While some investors remain bullish on its long-term potential for S&P 500 inclusion and data monetization, the community is currently debating whether the recent price decline represents a buying opportunity or a deeper bearish trend driven by ongoing insider selling.

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 as investors and options traders position for significant volatility ahead of the company's highly anticipated earnings report, which is viewed as a critical barometer for the broader AI and semiconductor sector. Community discussion is polarized between bullish sentiment regarding the company's dominant market position and AI infrastructure growth, and bearish concerns about stretched valuations and the tendency for the stock to sell off post-earnings regardless of performance.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

SPDR Gold Shares is trending as investors debate the metal's role as a traditional inflation hedge versus its recent correlation with equity volatility and interest rate pressure. The community is actively discussing the influence of central bank accumulation, ongoing geopolitical instability in the Middle East, and the impact of rising bond yields on gold's path forward.

T1 Energy, Inc. engages in developing battery solutions. It focuses on energy storage systems and commercial mobility. The company was founded by Tom Einar Jensen, Peter Matrai, and Tore Ivar Slettemoen on August 31, 2023 and is headquartered in Austin, TX.

T1 Energy Inc.

T1 Energy is experiencing a surge in trading activity and social sentiment as investors rally behind its role as a U.S.-based solar manufacturing platform positioned to benefit from the AI-driven power infrastructure boom. Community interest is further amplified by a high-profile institutional stake and ongoing discussions regarding the company's long-term capacity to support domestic energy independence.

Astera Labs, Inc. is a global semiconductor company, which engages in the provision of hardware and software solutions for AI and cloud infrastructure applications to solve data, memory, and networking bottlenecks. It operates through the following geographical segments: Taiwan, China, United States, and Other. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

Astera Labs is trending as investors re-rate the stock as a core connectivity provider in the AI infrastructure stack, with market excitement building around its role in alleviating data movement bottlenecks. The community is actively discussing its strong momentum, potential for a short-squeeze, and its position as a beneficiary of massive hyperscaler capital expenditures alongside peers like Credo Technology.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

CleanSpark is experiencing heavy trading volume and heightened volatility as the market debates its strategic pivot from a pure-play Bitcoin miner to an AI-focused infrastructure and data center provider. The community remains divided, with bulls pointing to the potential for a massive short squeeze and long-term rerating, while skeptics emphasize concerns over executive compensation, ongoing losses, and the need for a definitive hyperscaler deal.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is trending as investors react to optimistic CEO commentary regarding positive GPS immunotherapy data, which is being compared favorably against current standards of care. The community is heavily focused on the potential for an imminent short squeeze driven by significant short interest, while awaiting a definitive clinical trial readout as the primary catalyst for valuation growth.

Micware Co. Ltd. engages in software development services and innovative IT solutions mainly focused on the automotive and mobility sectors. It operates through the following segments: Software Defined Vehicles (SDV), Location-Based Services (LBS), and Others. The SDV segment relates to the development and sale of software systems designed for SDV, including IVI system software and other mobility-enhancing software products, conducted by its Japanese subsidiaries. The LBS segment covers the development and licensing of in-vehicle navigation software systems, and other geographic data-based services for business-to-business customers, mainly serving end users. The Other segment comprises software development services conducted by overseas subsidiaries designed for SDV, and business-to-consumer mobile app services unrelated to in-vehicle navigation. The company was founded by Kenji Narishima in March 2003 and is headquartered in Kobe, Japan.

Micware Co. Ltd. - ADR

Micware Co. Ltd. (MWC) is experiencing extreme volatility and intense social media chatter as traders debate whether its recent parabolic price swings represent a genuine low-float opportunity or a classic pump-and-dump scheme. The community is actively tracking technical support levels, analyzing its recent IPO status, and highlighting the stock as a key momentum play alongside other sympathy names in the software and IT services sector.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is seeing a significant surge in trading volume and bullish momentum as investors react to the company's QNX software integration in robotics and safety-critical AI systems. The community is actively discussing the potential for a breakout, driven by high accumulation levels, institutional interest, and the stock's positioning as a key player in the evolving landscape of physical AI and secure communications.

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 as investors react to a quarterly earnings beat and positive full-year guidance that signaled a potential turnaround in sales. The community remains sharply divided between bulls optimistic about a recovery story and bears pointing to ongoing consumer spending concerns and mixed historical performance.

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The AI Economy, Part 1: Looking Beyond The Facade

The AI Economy, Part 1: Looking Beyond The Facade

 Authored by Michael Lebowitz via RealInvestmentAdvice.com,

The US economy's curb appeal looks great. Consider that gasoline prices are nearly $5, crude oil is trading above $100, consumer sentiment is at historically low levels, and...

APLD vs. MSFT: Which AI Hosting and Hyperscale Stock Has More Upside?

Applied Digital's AI hosting expansion and Microsoft Azure's hyperscale AI buildout reflect rising demand for large-scale compute infrastructure.

Salesforce Bets on Agentic AI: Will It Lift Subscription Growth?

CRM's Agentforce hits nearly $800M ARR and more than 29,000 deals as an agentic AI push aims to reignite subscription growth.

Market Analysis: Microsoft And Competitors In Software Industry

1 Unstoppable Stock to Buy Before It Joins Nvidia, Alphabet, Apple, and Microsoft in the $3 Trillion Club

Key PointsThe adoption of AI has kicked demand for memory and storage chips into high gear in recent years...

<ul class="summary-bullets"><li>According to S3 Partners, Nvidia’s short exposure stands at $62.5 billion.</li><li>HSBC, Morgan Stanley and KeyBanc Capital Markets all raised Nvidia price targets ahead of results, with HSBC expecting another “beat and raise” quarter.</li><li>Nvidia has beaten EPS and revenue estimates for four consecutive quarters heading into the latest earnings report.</li></ul>Nvidia Corp. (NVDA) heads into Wednesday’s earnings report with the biggest short position in the S&amp;P 500, options markets pricing a massive swing and analysts increasingly betting on another “beat and raise” quarter.<a href="https://stocktwits.com/symbol/NVDA">NVDA stock</a> closed Tuesday’s session down nearly 1% at $220.61, below the recent 52-week high of $236 but well above the 50-day moving average of $194. The stock has climbed more than 63% over the past year as investors have continued to pour into AI trades.<h2 class="st-heading-2">NVDA Shorts Hit $62.5 Billion Ahead Of Q1</h2>According to S3 Partners, Nvidia remains the single largest short exposure in the S&amp;P 500 by notional value at $62.5 billion, ahead of Apple at $38.5 billion and Microsoft at $33.7 billion. S3 said Nvidia’s short interest currently hovers around 52-week highs, with shares shorted at around 281 million and a percentage of float at 1.2%.The firm also noted that the options market is pricing an implied post-earnings move of more than 5%, resulting in a potential one-day mark-to-market swing of $3.5 billion for short sellers. However, S3 said that a large portion of NVDA’s elevated short position likely reflects hedging rather than outright bearish bets.“Its liquidity, index weight, and high-beta AI exposure make it an efficient hedge against long exposure across semis, mega-cap growth, and AI infrastructure,” S3 said in a statement.&nbsp;From a technical perspective, S3 said NVDA’s breakout remains intact after the stock’s move above its prior multimonth trading range. Momentum indicators remain positive, with the moving average convergence divergence (MACD) above the signal line and the relative strength index (RSI) at 62. However, stochastic indicators remain overbought above 70, leaving the stock vulnerable if earnings fail to validate the recent rally.“The print is likely to drive a broad recalibration of short risk, AI hedge exposure, and mega-cap growth positioning,” S3 said.&nbsp;<h2 class="st-heading-2">Wall Street Bets On Another NVDA Beat</h2>Despite Nvidia’s massive run and crowded positioning, several Wall Street firms remain bullish heading into Nvidia’s first quarter (Q1) results. HSBC raised its price target on Nvidia to $325 from $295 on Tuesday, implying a 47% upside from current levels, while maintaining a ‘Buy’ rating. The bank expects Nvidia to deliver a “beat and raise” quarter despite the stock underperforming several semiconductor peers over the last six months.The firm added that investors will likely look for evidence that Nvidia can further diversify its AI GPU customer base beyond large cloud service providers.Meanwhile, Morgan Stanley raised its target to $285 from $260 and kept an ‘Overweight’ rating, saying the firm expects continued upside and a “typical beat and raise pattern.” KeyBanc Capital Markets also lifted its price target to $300 from $275, while maintaining an ‘Overweight’ rating. The firm cited stronger Blackwell GPU shipments, improving HBM4 supply and potential Rubin platform upside as key catalysts.KeyBanc also said potential approvals for Nvidia’s H200 chips in China could represent an additional $13 billion to $14 billion revenue opportunity, though the brokerage does not expect Nvidia to include it as a contribution in formal guidance.<h2 class="st-heading-2">Analysts See Strong NVDA Earnings&nbsp;</h2>Consensus estimates compiled by Koyfin show that Nvidia is expected to report Q1 revenue of roughly $79.12 billion, up 16% from the prior quarter. Earnings before interest, taxes, depreciation, and amortization (EBITDA) is projected to rise 13% to $52.91 billion, while adjusted earnings per share (EPS) is expected to increase 10% to $1.77.On a year-over-year basis, Fiscal AI estimates revenue to jump about 83% from $43.25 billion, while EBITDA is projected to more than double to $52.91 billion. EPS is also expected to rise to $1.77 from $0.75.&nbsp; Stocktwits data also shows that Nvidia has beaten EPS and revenue estimates for four straight quarters.According to Koyfin data, NVDA carries a 12-month average analyst price target of $275.83, implying a 25% upside from the stock’s last close. The stock currently holds a ‘Strong Buy’ rating based on 61 analyst ratings, including 48 ‘Buy’ and 10 ‘Strong Buy’.<h2 class="st-heading-2">China, Agentic AI Remain Major NVDA Catalysts</h2>Beyond the headline numbers, investors are watching whether Nvidia can maintain its dominance as AI demand shifts from training large models toward agentic AI, where AI responds to prompts, makes decisions and performs tasks in real time.&nbsp;The agentic AI market is larger but also increasingly competitive, with rivals including Advanced Micro Devices, Intel and custom AI chip programs from Alphabet and Amazon intensifying competition. Nvidia has attempted to boost its agentic AI push after recently delivering the<a href="https://stocktwits.com/news-articles/markets/equity/nvda-stock-dips-premarket-chip-giant-hand-delivers-next-gen-vera-cp-us-to-anthropic-open-ai-space-x-oracle/cZXujOeReZL"> first units</a> of its Vera CPU platform to customers, including OpenAI, Anthropic, Oracle Cloud Infrastructure and SpaceXAI.The Vera CPU is Nvidia’s first custom Arm-based server processor built specifically for AI data centers and is expected to anchor the company’s Vera Rubin rollout beginning later this year. Investors are also expected to closely monitor commentary on China after CEO Jensen Huang recently said he believes the Chinese AI chip market could eventually reopen to U.S. suppliers.China remains a major watch point for Nvidia, as export restrictions have cut the company’s exposure to the region in recent years. Huang recently said that the Chinese government would ultimately decide how much of its domestic AI chip market it wants to protect, while adding that “over time the market will open.”The company’s potential earnings growth will also be fueled by aggressive AI infrastructure spending from hyperscalers, including Meta and Microsoft, with Big Tech expected to spend over $700 billion on AI infrastructure this year.<h2 class="st-heading-2">How Do Retail Traders Feel About NVDA?</h2>On Stocktwits, retail sentiment around NVDA has remained ‘extremely bullish’ in the week leading up to its Q1 print amid a 637% surge in message volumes over the past month.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/nvda_ss_png_043d6bf01b.webp" alt="nvda ss.png" width="970" height="144"><figcaption>NVDA sentiment and message volume as of May 20 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/nope45/message/653880734">said</a>, “Top tier earnings tomorrow but, this will go down as always. And will take the market with it. Let the 15% correction begin.”<stembedurl>https://stocktwits.com/nope45/message/653880734</stembedurl>Meanwhile, another user&nbsp;<a href="https://stocktwits.com/traders_on_the_storm/message/653878883">said</a>, “Everyone expects the same pattern — beat the number, stock goes down. I think this time is completely different.”<stembedurl>https://stocktwits.com/traders_on_the_storm/message/653878883</stembedurl>NVDA stock has risen 18% over the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rklb-asts-lunr-sats-stocks-spacex-ipo-ripple-effect-veteran-trader/cZXDSFvReNC">RKLB, ASTS, LUNR, SATS Stocks ‘Primed To Soar’ On SpaceX ‘Monster’ IPO Ripple Effect, Says Veteran Trader&nbsp;</a>

In this photo illustration, a Nvidia logo is displayed on a smartphone with stock market percentages in the background. (Photo Illustration by Omar Marques/SOPA Images/LightRocket via Getty Images)

Nvidia Stock Heads Into Earnings With Biggest Short Position In S&P 500 — HSBC Sees ‘Beat And Raise’ Quarter

The options market implies a potential $3.5 billion one-day swing for short sellers after earnings.

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Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

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Traders are venting frustration over the stock's sluggish price action compared to the broader tech rally.

Unusual call option volume for June expiries has sparked intense speculation about a potential explosive squeeze.

Investors are actively debating whether capital is rotating out of established software names into high-growth semiconductor plays.

Market participants are fixated on key technical levels, with many watching for a bounce off support near 410–415.

News of a suspected internal data breach at GitHub via a compromised VS Code extension has added volatility to the trading session.

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