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🔥 COCK Token – The Ultimate Cross-Chain MemeFi Powerhouse 🔥  In just under 20 days, $COCK has smashed expectations, broken ATHs, and built a project that’s shaking up Cardano and the entire crypto space. 🐓 What Makes $COCK Special?      The Name: Love it or hate it, the energy and engagement it generates are undeniable. The nuance in language and wild appeal set us apart.     #MEMEFI Pioneer: We’re not just another meme coin. $COCK is leading a movement by combining DeFi mechanics, game theory, and community engagement into a groundbreaking ecosystem.     COCKARENA: At the core of our ecosystem is the COCKARENA, a PvP HODL game. Players battle it out, and early exit fees fuel redistributions, burns, and the treasury. This ensures price appreciation and long-term sustainability for loyal holders.  🎰 The COCK Casino  Our casino isn’t just fun—it’s a serious revenue stream for the FLOCK.      Games: Bonanza, Crash, Blackjack, and Roulette (coming soon!).     Impact: Over 7,834 ADA in profits generated within days, directly supporting rewards, burns, and reinvestment.  💰 COCK-ARENA Loans  Unlock liquidity without selling your tokens.      Loan Terms: Borrow up to 30% of your holdings while continuing to earn rewards in the arena.     Investor Focus: Perfect for savvy investors staying in the game while tapping into their holdings.  🤝 Our Insane Partnerships  We’re bridging gaps, building alliances, and breaking barriers across the crypto space. Key Partners:      DANZO: Powering #MEMEFI with Arena, Casino, and Loans.     KLENEK: Interactive training room.     HSKN (Charles Hoskilien): Supporting and starting COCKPIN with 115 AIR NODES for DePIN aggregation. Plans to add APEX and Earth Nodes through a crypto company incorporated in Costa Rica.     ELITE CATS / SNEKKIES / HOT / BANK: Rewarding NFT holders with COCK-LOCK tokens and vice versa.     OCKZ: COCKSOCKS, Golden Cock Ticket (1M COCK), airdrop rewards, and whitelist perks for holders of 200 ADA worth of $COCK.     OLI Partnership:         Content Creation: Lux and the team are crafting engaging educational content about memes and MemeFi for OLi's platform.         Strategic Investment: The OLi Community Trust will invest in $COCK, distributing 100% of rewards to $OLI holders.         Community Reach: Over 22,000 learners will discover $COCK through OLi's gamified ecosystem.     Hi-Rez the Rapper: Expanding reach in marketing and entertainment.     KUNO, CALEB, CADEN, FITY, ROVER, WhaleInsider: Influential collaborators driving crypto adoption and growth.     Cardano Girls: Helping us understand and communicate effectively with ADA’s female audience.     WallStreetBets: Breaking barriers and increasing engagement.     Antonio Brown: Endorsing, supporting, and even playing in the casino and arena!     Advisors:         BERIS, HECKTHESNEK, RTB, CRYPTOGENIUS: Trusted names advising and supporting the project.  Future Partnerships:  More collaborations are in the pipeline to continue expanding engagement and bring new eyes to ADA and CNTs. 🔥 Unmatched Results in Just 20 Days      Supply Burned: 1.65%, worth 148K ADA!     Arena Fees Collected: 54M COCK, worth over 500K ADA, fueling rewards, burns, and partnerships.     Staked COCK-LOCK: 11M COCK-LOCK in the liquid staking platform, with more coming.     Casino Revenue: Skyrocketing profits directly rewarding holders and growing the treasury.     Top Blast Contests: Generated over 120K ADA in volume, rewarding participants with over 50K ADA in prizes.  🌍 Our Vision  To be the most decentralized, rewarding, and innovative token on Cardano while fostering cross-chain collaboration and onboarding the masses.      Breaking Barriers: We’re bringing BTC, ETH, SOL, and other chains into the fold.     Community-Driven: Focused on building bridges and showcasing that crypto can be fun, rewarding, and sustainable.     Expansion: This is just the beginning. With more burns, rewards, and partnerships on the way, $COCK is set to redefine what’s possible in the MemeFi space.  💎 Time in the arena > Timing the market. The FLOCK is unstoppable. Let’s keep breaking walls for Cardano and onboard new users as we take $COCK to new heights.

CockCardano

COCK CRYPTO is generating significant buzz following the recent launch of its MemesHub DApp, which integrates gamified finance and meme tracking for Cardano native tokens. The community is actively discussing the project's unique blend of real-world utility through its Cocky Wings LLC food truck and passive earning opportunities in the Arena. This innovative approach, emphasizing 'real builders' and tangible revenue streams within the Cardano ecosystem, is fueling strong bullish sentiment and consistent trending status.

Threshold is a project merged from the NuCypher and Keep networks, which strives to provide different threshold cryptography solutions in a fully decentralized manner to the web3 community. Threshold cryptography is a technology that uses cryptography to unlock greater utility and usability for digital assets without needing to trust a centralized party. Threshold cryptography distributes sensitive operations across multiple independent entities – like nodes in a network – and requires a threshold, or minimum number of those entities to cooperate for the operation to be successful.

Threshold Network Token

Threshold Network Token ($T) is capturing significant community attention, driven by buzz around recent "blockbuster $BTC news" and heightened visibility from its Coinbase presence. Many anticipate a "10x" rally, labeling it a "hidden gem" poised to become the "next $XRP" or "$DOGE." Discussions highlight its tBTC offering as a crucial decentralized solution for bringing Bitcoin to DeFi, positioning it as a key alternative to wrapped Bitcoin.

Sonoco Products Co. engages in the manufacture of industrial and consumer packaging products and services. It operates through the following segments: Consumer Packaging, Industrial Paper Packaging, and All Other. The Consumer Packaging segment offers round and shaped rigid containers, fiber and plastic caulk and adhesive tubes, and aluminum, steel, and peelable membrane easy-open closures for paper and metal cans. The Industrial Paper Packaging segment produces recycled paperboard, chipboard, tubeboard, lightweight corestock, and boxboard. The All Other segment consists of corporate expenses allocated as operating costs through the business segments. The company was founded on May 10, 1899, and is headquartered at Hartsville, SC.

Sonoco Products Co.

Sonoco is actively trending as it transforms its business through the major acquisition of Eviosys to expand its global metal packaging platform, while also streamlining its portfolio via strategic divestitures. This strategic pivot and recent price adjustments to address rising input costs are driving community conversations, with many discussing bullish trade alerts and the company's strong dividend history. While some caution on technical indicators nearing overbought levels, a significant portion of the community anticipates a recovery and further upside, fueled by insider buying and the company's refreshed strategic focus.

Sanofi engages in the research, production, and distribution of pharmaceutical products. It operates through the Biopharma segment, which comprises commercial operations and research, development and production activities relating to the specialty care, general medicines and vaccines franchises plus support and corporate functions, for all geographical territories. The company was founded in 1973 and is headquartered in Paris, France.

Sanofi - ADR

Sanofi-Aventis

Sanofi is actively trending following its agreement to acquire Dynavax, a strategic move aimed at bolstering its adult vaccine portfolio. However, this expansion is set against recent FDA setbacks and a Phase 3 trial miss for its multiple sclerosis drug, Tolebrutinib, sparking community discussion around pipeline strength and potential future acquisitions, particularly in the metabolic disease sector.

SILVER is a crypto project that links traditional silver with digital assets. Each unit of SILVER is backed by an equal amount of $SILVER tokens, ensuring stable value and easy trading in a secure blockchain environment. With SILVER, users can convert real silver into digital assets and trade globally with low fees. Each $SILVER token is backed by actual silver, offering stability and reliability for investors to grow their wealth. SILVER is a crypto project that links traditional silver with digital assets. Each unit of SILVER is backed by an equal amount of $SILVER tokens, ensuring stable value and easy trading in a secure blockchain environment. With SILVER, users can convert real silver into digital assets and trade globally with low fees. Each $SILVER token is backed by actual silver, offering stability and reliability for investors to grow their wealth.

SILVER

Silver is captivating the market with discussions focused on a potential short squeeze and unprecedented buying activity, driving intense community debate. While many foresee a substantial price breakout and challenge traditional market structures, others express skepticism, warning of a momentum bubble and potential manipulation. This dynamic has generated strong conviction among both bulls and bears regarding its immediate future.

$RARI is an ERC-20 token that controls the RARI Foundation treasury and governs the Rarible protocol and RARI Chain. The token was issued in 2020 with a max. supply of 25 million $RARI.

Rarible

Rarible (RARI) is trending after its integration with Aleph Zero, which aims to enhance NFT minting and trading with faster, lower-cost transactions on its platform. The community remains sharply divided, with many expressing deep frustration over past price performance while a bullish contingent highlights its low market cap and limited supply, anticipating a significant surge with a potential NFT market rebound or new exchange listings.

BlackRock Institutional Trust Company N.A. - iShares Silver Trust

iShares Silver Trust

SLV is experiencing a historic surge, driven by escalating physical silver shortages and anticipation of China's impending export restrictions, coupled with robust industrial demand from sectors like AI and EVs. The community is sharply divided, with many predicting a massive short squeeze to significantly higher prices, while others caution about an unsustainable parabolic rally reminiscent of past corrections, particularly given recent CME margin adjustments.

TOSHI

TOSHI is drawing significant attention following its Coinone KRW listing, which has opened new avenues for Korean investors and reinforces market confidence. The community is actively discussing its strong position as the "Face of Base" meme coin, emphasizing long-term accumulation and anticipating future utility developments like Toshi Mobile. Many holders believe the asset is currently undervalued and poised for a substantial rebound, fueled by its dedicated community.

Leidos Holdings, Inc. engages in providing services and solutions in the defense, intelligence, civil and health markets. It operates through the following three segments: Defense Solutions, Civil, and Health. The Defense Solutions segment provides services, solutions, and products focusing on digital modernization, mission systems and integration, command, control, computers, communications, intelligence, surveillance and reconnaissance technologies and services, maritime solutions, transformative software, analytics, intelligence analysis, mission support and logistics services, weapons systems and space systems and solutions. The Civil segment focuses on modernizing infrastructure, systems, and security. The Health segment offers solutions to federal and commercial customers that are responsible for the health and wellbeing of people worldwide including service members and veterans. The company was founded by John Robert Beyster on February 3, 1969 and is headquartered in Reston, VA.

Leidos Holdings Inc

Leidos Holdings is currently a hot topic due to a flurry of major contract awards spanning defense, cybersecurity, air traffic control, and space, alongside strong earnings reports. While concerns about potential government efficiency initiatives have weighed on the stock, the community points to its robust fundamentals, extensive backlog, and strategic investments in AI and autonomous systems as indicators of deep value. Many see this as an undervalued play in critical government IT and defense services.

Snek is a cultural movement and leading currency for meme creators worldwide.

SNEK

SNEK is generating significant buzz through its innovative partnership with Cocky Wings LLC, integrating "Snek Energy" drinks into real-world asset ventures within the Cardano ecosystem. The community is actively discussing SNEK's recent listings on major exchanges and its established utility as a liquidity bridge for Cardano assets, reinforcing its position as a dominant native token poised for further growth and mainstream adoption.

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<ul class="summary-bullets"><li>Data from Micron’s latest first-quarter earnings show that the company had a record revenue and margin expansion.</li><li>Earlier in December, the company said it would exit its Crucial consumer business to focus on memory and storage for AI.</li><li>A Stocktwits user said the company’s earnings and conference call were highly positive and sees the stock rising to $300 very soon.&nbsp;</li></ul>Micron Technology, Inc. (MU) stock has more than tripled in 2025, rising over 240%, as investors view it as a key winner in AI infrastructure given the growing demand for high-performance memory and storage chips.&nbsp;Micron offers a range of high-performance DRAM, NAND, and NOR memory and storage products under its Micron and Crucial brands.&nbsp;<h2 class="st-heading-2">How Are Retail Investors Responding?&nbsp;</h2><a href="https://stocktwits.com/symbol/MU">Micron stock</a> traded over 1% higher in Friday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory while message volume changed to ‘low’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img style="aspect-ratio:936/99;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_26_063152_png_c7d38cbd35.webp" alt="MU’s Sentiment Meter and Message Volume as of 06:30 a.m. ET on Dec. 26, 2025 | Source: Stocktwits" width="936" height="99"><figcaption>MU’s Sentiment Meter and Message Volume as of 06:30 a.m. ET on Dec. 26, 2025 | Source: Stocktwits</figcaption></figure>A Stocktwits user said the company’s earnings and conference call were highly positive and sees the stock rising to $300 very soon. In their view, Micron could follow a long, strong rally similar to Netflix in the past, possibly reaching $800 to $1000 by 2027.<stembedurl>https://stocktwits.com/DailyOptionsTrader/message/640139409</stembedurl>Another user called Micron a ‘momentum’ stock.<stembedurl>https://stocktwits.com/stockpro27/message/640135643</stembedurl>A user said the current price pattern looks similar to that of late March to mid June 2024 and expects to stock to climb to $315.&nbsp;<stembedurl>https://stocktwits.com/zeno123/message/640144251</stembedurl><h2 class="st-heading-2">Financial Performance</h2>Data from Micron’s latest first-quarter earnings show that the company had a record revenue and margin expansion in each of its business units during the quarter. Micron’s cloud memory business brought in over $5.2 billion in revenue, with a profit margin of 66%.&nbsp;The company said it invested $4.5 billion in capital expenditure during the quarter and still produced $3.9 billion in adjusted free cash flow. Micron’s second-quarter (Q2) revenue outlook of $18.7 billion, plus or minus $400 million, and adjusted earnings per share (EPS) of $8.42 per share, plus or minus $0.20, both are above the analysts’ consensus estimates of $18.72 billion and $8.06, respectively, according to Fiscal AI data.&nbsp;<h2 class="st-heading-2">Chip Demand Soaring&nbsp;</h2>Memory chips that support massive AI workloads have become essential as generative models and cloud compute services scale. Micron’s advanced memory products, such as its HBM3E modules that pack more capacity while drawing less power, have become highly sought after by data center operators, smartphone makers, and personal computer builders.&nbsp;Earlier in December, the company said it would exit its Crucial consumer business to focus on memory and storage for artificial intelligence.“The AI-driven growth in the data center has led to a surge in demand for memory and storage. Micron has made the difficult decision to exit the Crucial consumer business in order to improve supply and support for our larger, strategic customers in faster-growing segments,” said Sumit Sadana, EVP and Chief Business Officer.<h2 class="st-heading-2">Analysts Confident About Micron&nbsp;</h2>BofA analyst Vivek Arya upgraded the stock to ‘Buy’ on December 18 and lifted his price target to $300 from $250. He expects much higher earnings over the next few years because he believes the memory market will stay stronger for longer and Micron’s finances are in good shape.&nbsp;Raymond James followed suit, with analyst Melissa Fairbanks boosting the price target to $310 from $190 and keeping a ‘Outperform’ rating. She pointed to the company’s strong results for the November quarter and guidance that topped expectations, helped by AI driving demand for higher-end memory while supply remains limited.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/default/5/nvidia-groq-deal-is-expensive-but-strategic-says-bofa/cLeUdL5REwf">Nvidia’s $20 Billion Groq Deal Is 'Expensive But Strategic,' Says BofA</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Micron Stock Triples In 2025 As AI Memory Demand Supercharges Growth: Retail Now Expects A Netflix-Like Super Rally

Memory chips that support massive AI workloads have become essential as generative models and cloud compute services scale.

Equity

Memory chips that support massive AI workloads have become essential as generative models and cloud compute services scale.


<ul class="summary-bullets"><li>The analyst also noted that Groq’s language processing unit is a different kind of hardware compared to Nvidia's graphics processing units.&nbsp;</li><li>BofA also compared the latest deal to the company’s 2019 acquisition of Mellanox, which now serves as the foundation of Nvidia’s networking "scaling moat."&nbsp;</li><li>Baird has also reiterated an ‘Outperform’ rating on the stock with a price target of $275, calling the deal in line with Nvidia’s push into AI inferencing.</li></ul>Bank of America (BofA) believes Nvidia’s (NVDA) recent non-exclusive licensing agreement with Groq is strategic, even if a bit pricey.The analyst said that Groq’s language processing unit is a different kind of hardware than Nvidia's "well-regarded" graphics processing units, as per TheFly. BofA also cited similarities to Nvidia’s 2019 acquisition of Israeli chip designer Mellanox, which now forms the foundation of the American chipmaker’s networking "scaling moat."BofA maintained a ‘Buy’ rating on Nvidia, with a price target of $275 on the company’s shares.<h2 class="st-heading-2">The Groq Deal</h2>On Wednesday, AI startup Groq announced in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://groq.com/newsroom/groq-and-nvidia-enter-non-exclusive-inference-technology-licensing-agreement-to-accelerate-ai-inference-at-global-scale">blog post</a> that it was entering into a non-exclusive licensing agreement with Nvidia for its inference technology. While the company did not disclose a price, a later <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/12/24/nvidia-buying-ai-chip-startup-groq-for-about-20-billion-biggest-deal.html?__source&amp;#61;newsletter%7Cbreakingnews">report from CNBC</a> pegged the deal value at $20 billion.As per the deal, Nvidia will onboard Groq’s senior management team, including founder Jonathan Ross and President Sunny Madra ,to assist with advancing and scaling the licensed technology.If structured as reported, the latest agreement will mark Nvidia’s largest deal to date, surpassing its $6.9 billion Mellanox acquisition in 2019, which helped advance the company’s high-performance computing capabilities and acquire end-to-end technologies.Earlier, Baird said Nvidia’s deal with Groq is in line with the company’s push into AI inferencing and reiterated its ‘Outperform’ rating on the stock while maintaining a price target of $275.<h2 class="st-heading-2">What Are Stocktwits Users Saying?</h2>On Stocktwits, retail sentiment around NVDA stock has remained in the ‘bearish’ territory over the past 24 hours, and message volume stayed at ‘low’ levels. The ticker was top-trending on Stocktwits at the time of writing.<figure class="image"><img style="aspect-ratio:1289/149;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_26_at_4_03_26_PM_png_2e837c14f9.webp" alt="On Stocktwits, retail sentiment around NVDA stock has remained in the ‘bearish’ territory over the past 24 hours, and message volume stayed at ‘low’ levels." width="1289" height="149"></figure>One user noted that the reiteration of price targets for Nvidia by several banks could be a sign that institutions are buying the company’s shares again.<stembedurl>https://stocktwits.com/BEGUIN/message/640144247</stembedurl><a href="https://stocktwits.com/symbol/NVDA">Shares of NVDA</a> are up over 36% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/does-nvidia-s-groq-ldeal-expose-weak-spot-in-its-ai-chip-empire/cLeUTBGREwJ">Does Nvidia’s Groq Licensing Mega-Deal Expose A Quiet Weak Spot In Its AI Chip Empire?</a>&nbsp;

In this photo illustration, the logo of Nvidia is displayed on a smartphone screen on November 24, 2025 in Chongqing, China.

Nvidia’s $20 Billion Groq Deal Is 'Expensive But Strategic,' Says BofA

Bank of America reiterated a ‘Buy’ rating on Nvidia and maintained a price target of $275 on the company’s shares, as per TheFly. 

<ul class="summary-bullets"><li>The Groq deal underscores Nvidia’s push to strengthen its position in AI inference, a faster-growing, more recurring-revenue segment than model training.</li><li>Licensing Groq’s LPU technology and hiring its leadership helps Nvidia defend against rising threats from AMD and Google’s TPUs.</li><li>It may also broaden its hardware portfolio beyond premium GPUs.</li></ul>Just as whispers grew louder about Nvidia’s iron grip on the AI chip market beginning to loosen, CEO Jensen Huang reached for an unexpected lever. In a late-year move that caught many off guard, Nvidia struck a mega non-exclusive licensing agreement with AI startup Groq — the company behind the custom-built Language Processing Unit (LPU).On the surface, it looks like a routine partnership. Look closer, and it may signal something far more consequential: a quiet recalibration of Nvidia’s strategy at a moment when competition in AI hardware is intensifying, new chip architectures are gaining attention, and customers are increasingly sensitive to cost, power efficiency, and supply constraints.The&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/12/24/nvidia-buying-ai-chip-startup-groq-for-about-20-billion-biggest-deal.html?__source&amp;#61;newsletter%7Cbreakingnews">$20 billion</a> price Nvidia reportedly will pay for bringing on board Groq’s senior management team, including co-founder Jonathan Ross and President Sunny Madra, is widely seen as a coup of sorts.&nbsp; On the other hand, it could also mean a rich payday for Groq’s management team, as the company was valued at $6.9 billion in its latest funding round, completed in September.&nbsp;<h2 class="st-heading-2">Plugging A Hole?</h2>What makes LPUs distinctive is their singular focus on inference—the stage at which a trained machine-learning model draws conclusions from new data. Nvidia, by contrast, is widely seen as lagging Advanced Micro Devices (AMD) in AI inferencing chips, a segment many experts believe offers greater long-term potential than AI training hardware.Training, which involves teaching large-language models (LLMs) with large datasets, is a one-time expense, whereas inference generates a recurring revenue stream.&nbsp;<img src="https://news.stocktwits-cdn.com/AI_chip_market_png_482f0b3e40.webp" alt="AI chip market.png">&nbsp;Source: IDTechEx via Signal Integrity Journal (Jan. 2024 report)Meanwhile, the high cost of Nvidia’s AI accelerators has begun to act as a deterrent, particularly as its near-monopoly erodes and rival offerings gain traction. Alphabet, Inc.’s (GOOGL) (GOOG) in-house AI accelerators, known as Tensor Processing Unit (TPUs), are reportedly 45% cheaper than Nvidia’s H100,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.ainewshub.org/post/ai-inference-costs-tpu-vs-gpu-2025#:~:text=With%20Nvidia's%20gross%20margins%20at%2070%2D80%25%2C%20pricing,Application%2DSpecific%20Chips%20Are%20Dominating%20Deep%20Learning%20Inference.">according</a> to A.I. News Hub. Adding a less-expensive option to its arsenal could help Nvidia to become cost-competitive.Bringing in Ross is also an attempt to stave off the Google challenge, as reports from November stated that the Sundar Pichai-led company, which had long used TPUs developed using its TensorFlow software for in-house purposes, will&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alphabet-closes-in-on-4-trillion-market-cap-on-rumors-meta-turning-to-google-tp-us/cL52Rp0REXb">begin selling them to Meta</a> and other third-party firms. Ross’ LinkedIn profile shows that before founding Groq, he worked at Google for nearly 5 years and led TPU efforts there.Commenting on the Groq deal, Baird analyst Tristan Gerra said:<blockquote>“This announcement is in line with Nvidia's push into AI inferencing.”</blockquote>The analyst sees Nvidia’s vast lead in software libraries could be significantly accretive to Groq platform.&nbsp;<h2 class="st-heading-2">Can Nvidia Keep A Firm Grip?</h2>Citing AI supply chain chatter, Baird analyst Gerra said Nvidia will likely retain 70% of the AI chip market via its GPUs by 2030, while Google could claim a majority of the remaining 30% via its TPUs. The analyst expects competitors to continue struggling with their own custom ASIC (application-specific integrated circuit) designs. If Google is successful in porting the software stack to customer platforms, its TPU share could exceed 20% by 2030, he added.&nbsp;&nbsp;Weighing in on the vantage points for both companies, Gerra said volumes of the Alphabet’s own workloads help with its ASIC design, and&nbsp; Nvidia's yearly cadence of new product platforms continues to apply tremendous&nbsp;pressure on the competition.<blockquote>“Net, while we believe GPUs will retain the majority of the AI processor market by 2030, custom ASIC could be accretive to Nvidia's TAM over time.”</blockquote><h2 class="st-heading-2">What Retail Feels About Nvidia Stock</h2><a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a>, though up a robust 38% this year, has pulled back more than 12% from the year’s peak of $212.19, reached on Oct. 29.&nbsp;<img src="https://news.stocktwits-cdn.com/NVDA_YTD_Trajectory_png_355fe09e87.webp" alt="NVDA YTD Trajectory.png">Source: KoyfinThe Groq deal hasn’t worked any immediate magic for Nvidia among retail traders. Stocktwits sentiment toward NVDA remained “bearish” as of early Friday, though the timing — just after Christmas — likely reflects subdued trading activity.<figure class="image"><img style="aspect-ratio:722/440;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_26_at_2_46_45_AM_png_5626b4be1d.webp" alt="Screenshot 2025-12-26 at 2.46.45 AM.png" width="722" height="440"></figure>Retail users of the platform, identifying as ‘bearish,’ shared a post on the anonymous professional community Blind, supposedly by an Nvidia employee, who called Groq’s LPUs “bad architecture” and stated that they are nothing but very long instruction word (Vliw) architecture with static random access memory (SRAM). They saw the deal as a bailout for people close to President Donald Trump, such as Chamath Palihapitiya, as a “quid pro quo” for access to China. Palihapitiya made a seed investment in Groq in 2018, paying about $53 million for a 20% stake.<stembedurl>https://stocktwits.com/LLMAgent/message/640140637</stembedurl>Nvidia’s Groq deal is the largest ever that the chipmaker has made, and the structure of the agreement also helps the company avoid antitrust concerns. It is reminiscent of Meta’s deal to take a 49% stake in ScaleAI for $15 billion, which allowed the company to hire its founder, Alexander Wong. Wong has since gone on to head Meta’s Super Intelligence Group.&nbsp;Whether Huang’s newest gamble ultimately pays off will determine if Nvidia can extend its dominance in the AI chip market, or if it marks the beginning of a more competitive, margin-pressured era for the company.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/psychedelics-break-out-under-rfk-jr-reset-mnmd-or-cmps-2025-winner/cLesx14REvi">Psychedelics Break Out Of The Fringe Under RFK Jr’s 2025 Reset — But Did MNMD Or CMPS Own The Year?</a>

Does Nvidia’s Groq Licensing Mega-Deal Expose A Quiet Weak Spot In Its AI Chip Empire?

As inference heats up and rivals close in, Jensen Huang makes a surprise move that could reshape Nvidia’s long-term dominance.

<ul class="summary-bullets"><li>Intel claims that its 18A process offers up to 15% better performance per watt and 30% better chip density.</li><li>Nvidia’s hesitation came despite a $5 billion investment it made in Intel earlier this year.</li><li>U.S. government took 10% equity stake in Intel in exchange for billions in funding.</li></ul>Intel Corp. (INTC) continues to strike high-profile partnerships as it tries to revive its position in the global semiconductor race, even as questions linger over its ability to consistently manufacture advanced chips internally.&nbsp;According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/us/how-silicon-valley-dealmaker-charmed-trump-gave-intel-lifeline-2025-12-24/">report</a>, Nvidia Corp.(NVDA) recently evaluated whether Intel’s 18A manufacturing process could be used to produce its own chips. After initial testing, Nvidia chose not to move ahead with production using that technology.&nbsp;Intel claims that its 18A process offers up to 15% better performance per watt and 30% better chip density.<h2 class="st-heading-2">Manufacturing Questions Persist</h2>Intel’s progress on deals contrasts with ongoing challenges inside its fabrication operations. The company’s foundry business has faced scrutiny as it works to prove that its newest processes can deliver reliable, high-quality output.&nbsp;In July, the company stated in a Securities and Exchange Commission filing that it might suspend or abandon its foundry operations entirely if it fails to secure a significant client for its next-generation chips.<a href="https://stocktwits.com/symbol/INTC">Intel stock</a> traded over 3% lower in Wednesday’s premarket and was the most-trending equity ticker on Stocktwits. Retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:927/98;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_24_071944_png_7bf34e0d57.webp" alt="INTC’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Dec. 24, 2025 | Source: Stocktwits" width="927" height="98"><figcaption>INTC’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Dec. 24, 2025 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Deals And Industry Stakes</h2>Nvidia’s hesitation came despite a $5 billion investment it made in Intel earlier this year, which fell short of a manufacturing commitment. The partnership reflects a broader push by Intel to attract high-profile collaborators as it competes with overseas rivals such as Taiwan Semiconductor Manufacturing Co. (TSM).Intel CEO Lip-Bu Tan, who took the role in March, faced political headwinds, but his meeting with President Donald Trump led to a landmark agreement that gave the U.S. government a nearly 10% equity stake in Intel in exchange for billions in funding.Winning a major customer now would be a significant endorsement of Intel’s manufacturing revival. In November,&nbsp;TF International Securities analyst Ming-Chi Kuo said Intel is expected to ship Apple’s (AAPL) lowest-end M processor by the second or third quarter of 2027.INTC stock has gained 81% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ui-path-gains-spotlight-with-key-index-inclusion/cLessLOREvG">UiPath Gains Spotlight With Key Index Inclusion: Retail Believes ‘It Will Be Next Palantir’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, logo of Nvidia is displayed on a mobile phone screen in front of a screen displaying the logo of intel in Ankara, Turkiye on September 29, 2025.

Intel’s Manufacturing Push Faces Fresh Test After Nvidia Passes On 18A Chips: Report 

According to a Reuters report, Nvidia Corp.(NVDA) recently evaluated whether Intel’s 18A manufacturing process could be used to produce its own chips.

Should You Invest in the iShares Semiconductor ETF (SOXX)?

<ul class="summary-bullets"><li>While Nvidia still controls the bulk of AI accelerator revenue, AMD is growing faster off a smaller base, winning incremental data-center and inference workloads.</li><li>Inference economics and product momentum have improved AMD’s competitive standing.</li><li>Despite trading at a higher forward P/E, AMD appears cheaper on a price-to-sales basis and is less exposed to concerns about circular&nbsp;deals.</li></ul>The growth in Advanced Micro Devices (AMD) shares has been more than twice as good as Wall Street’s artificial intelligence (AI) darling Nvidia Corp. (NVDA) this year, even though the smaller chipmaker was relatively late to the AI party.Known for its fightbacks, AMD was not cowed down, but slowly and steadily made inroads. And the result is for everyone to see.&nbsp;<a href="https://stocktwits.com/symbol/AMD">AMD’s stock</a> has gained more than 74% year-to-date, relative to&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock’s</a> approximately 32% gain, as the company’s revenue trajectory has been broadly upward as it began to eat into the latter’s AI accelerator market share and was quick with its product launches.<img src="https://news.stocktwits-cdn.com/YTD_Stock_Returns_png_075b7e06ce.webp" alt="YTD Stock Returns.png">Source: Koyfin&nbsp;Does the outperformance mean AMD is gaining some traction in the AI chip race? How will the Nvidia vs AMD rivalry pan out in the new year?<h2 class="st-heading-2">1. AMD vs. Nvidia: The Data Center Duel</h2>Nvidia still rules the roost in the data center market, with revenue totaling $51.2 billion in the third quarter compared to AMD’s tally of $4.3 billion. The YoY data center revenue growth pace was 66% for Nvidia and 22% for AMD in the third quarter, up from 56.4% and 14.3%, respectively, in the preceding quarter.Looking at the rate of change, AMD’s growth pace has increased by two-thirds, while NVDA’s has grown by less than one-fifth.<img src="https://news.stocktwits-cdn.com/AMD_vs_NVDA_Data_Center_Revenues_png_9d7e3d540e.webp" alt="AMD_vs_NVDA_Data_Center_Revenues.png">Source: Fiscal.aiEach new AI dollar&nbsp;spent now doesn’t go exclusively to Nvidia, and it is forced to share the AI accelerator pie with competition. Since AMD is growing off a smaller revenue base, even small wins can help it record outsized percentage growth. The incremental AI revenue AMD earns could give it additional operating leverage — i.e., profit growth per additional dollar of revenue will be high once fixed costs are covered.&nbsp;Incidentally, AMD’s data center comprises EPYC server processors designed for AI workloads in large data centers, and its AMD Instinct GPU accelerators are intended for high-performance computing (HPC) and AI workloads. On the other hand, Nvidia’s data center business is designed to offer a full-stack,&nbsp;integrated AI platform, including specialized hardware (GPUs &amp; CPUs), networking, and software.<h2 class="st-heading-2">2. AMD’s Inferencing Superiority&nbsp;</h2>AMD has a competitive edge in the AI inferencing chip market, which is set to grow at a compounded annual growth rate (CAGR) of 48%, compared to 31% for training. Inferencing is the process of running live data through a trained AI model to conclude brand new data.<img src="https://news.stocktwits-cdn.com/AI_inferencing_png_fd58c7b89f.webp" alt="AI inferencing.png">Source: BloombergAMD’s MI355X, launched in June, outperforms the Nvidia B200 AI accelerator in both memory capacity and bandwidth. Sharing a chart from third-party benchmark Signal65, tech-focused blogger and investor Daniel Romero said the MI355X outperformed on several metrics, including throughout and published results, vis-a-vis the B200, while being used for inderencing in the DeepSeek-R1 model.<figure class="image"><img style="aspect-ratio:680/315;" src="https://news.stocktwits-cdn.com/AMD_vs_NVDA_benchmarkinf_png_01719c6c2f.webp" alt="AMD vs NVDA benchmarkinf.png" width="680" height="315"></figure>Source: Signal65 via X<h2 class="st-heading-2">3. AMD vs. NVDA: Which Is More Affordable?</h2>Although AMD has a higher forward price-earnings (P/E) multiple versus Nvidia, on a price-sales (P/S) basis, AMD appears cheaper.<img src="https://news.stocktwits-cdn.com/AMD_vs_NVDA_Valuation_PS_png_45b7f5974c.webp" alt="AMD_vs_NVDA_Valuation_PS.png">Source: Fiscal.ai<h2 class="st-heading-2">AMD vs. NVDA: Retail’s Verdict</h2>Retail investors are equally pessimistic toward AMD and Nvidia shares. On Stocktwits, retail sentiment toward AMD, which was largely ‘bullish’ for much of the year, has worsened to ‘bearish’ since last week.<figure class="image"><img style="aspect-ratio:725/442;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_23_at_3_19_10_AM_png_63af4816f5.webp" alt="Screenshot 2025-12-23 at 3.19.10 AM.png" width="725" height="442"></figure>Nvidia’s stock has seen retail sentiment fluctuating from ‘extremely bullish’ to ‘extremely bearish’ this year, with the mood currently at ‘bearish.’<figure class="image"><img style="aspect-ratio:703/440;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_23_at_2_20_08_AM_png_ab73bb826c.webp" alt="Screenshot 2025-12-23 at 2.20.08 AM.png" width="703" height="440"></figure><h2 class="st-heading-2">AMD vs. NVDA: The Outlook</h2>The potential resumption of AI chip sales to China bodes well for both companies. With the Trump administration’s renewed China chip ban announced in April, both AMD and Nvidia suffered a setback, as the workaround AI chips they developed to sidestep the ban imposed by the previous Biden administration were blocked. According to a Saxo report, Nvidia earned roughly $17 billion&nbsp;in revenue from China in 2024, while AMD earned $6.2 billion. High-value AI accelerators accounted for the bulk of the shipments.&nbsp;AMD has secured major contracts to deploy data center chips, including with OpenAI, as the AI startup diversifies its supplier base. A media report suggested that Alibaba is considering&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.mlex.com/mlex/articles/2424504/amd-nears-china-rollout-of-ai-chip-as-alibaba-weighs-major-order">buying</a> 40,000 to 50,000 units of AMD’s MI308 accelerators.Another significant overhang for AI plays has been the use of circular financing structures, which have fueled skepticism about how much of the announced demand reflects genuine end-customer spending. AMD is relatively insulated as the deals are structured more as investments than financing. The OpenAI deal announced in October calls for giving it a potential 10% equity stake in AMD through warrants tied to chip sales.&nbsp;AMD and Broadcom may be on track to develop AI processor revenue slightly faster than Nvidia in 2026, Morgan Stanley said in a report released earlier this month. The firm, however, sees the lag as a function of supply chain constraints of a $205 billion run-rate revenue stream. At AMD’s Financial Analyst Day, AMD CEO Lisa Su said:<blockquote>“With the broadest portfolio of products and our deepening strategic partnerships, AMD is uniquely positioned to lead the next generation of high-performance and AI computing.”</blockquote>AMD said it expects to lead the AI compute market, which is estimated at $1 trillion by 2030, with a 40% CAGR, compared to its $500 billion estimate for 2028. The company expects its AI data center revenue to grow at an 80% CAGR over the next 3-5 years, driven by strong momentum across multiple hyperscaler, AI-native, and sovereign opportunities.Wall Street analysts currently see more upside for Nvidia stock over the next year than for AMD, according to price targets compiled by Koyfin.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/silver-beating-gold-in-year-of-economic-and-geopolitical-uncertainty/cLeFK8iREMf">Why Is Silver Beating Gold In A Year of Economic And Geopolitical Uncertainty?</a>

The AMD booth focuses on AI and data center development at the 8th China International Import Expo. 

How AMD Quietly Beat Nvidia This Year — Even As China Curbs Hit Them Both

AMD outpaced Nvidia as accelerating data-center growth, inference strength, and valuation asymmetry drove outsized gains, even while Nvidia retained dominance in AI chips.

<ul class="summary-bullets"><li>Datasection, a Japanese cloud provider, announced a deal to buy Nvidia’s Blackwell chips to use in its data centers in Japan and Australia, according to the report.</li><li>Tencent is a client for those data centers, Barron’s said, citing a person familiar with the matter.</li><li>Datasection’s chief executive officer, Norihiko Ishihara, reportedly declined to confirm the allegations.</li></ul>China’s Tencent Holdings reportedly has access to Nvidia’s (<a href="https://stocktwits.com/symbol/NVDA">NVDA</a>) Blackwell chips through Datasection, a Tokyo-based cloud service provider.According to a Barron’s report, Datasection has announced a deal to buy Nvidia’s Blackwell chips to use in its data centers in Japan and Australia. Tencent is a client for those data centers, said the report, citing a person familiar with the matter. Nvidia’s Blackwell chips are banned in China. “I don’t say yes; I don’t say no,” said Datasection’s chief executive officer, Norihiko Ishihara.“By design, the export rules allow clouds to be built and operated outside controlled countries by approved firms,” said a Nvidia spokesperson. “Winning the business of those clouds is critical to maintain American technology leadership and promotes both national and economic security.”<h2 class="st-heading-2">Loophole Exploitation</h2>President Donald Trump has banned the export of Nvidia’s Blackwell chips to China to maintain a competitive advantage in the AI race.According to the report from Barron’s, Datasection announced deals for 15,000 Nvidia Blackwell graphical processing units, or GPUs, for use in data centers in Osaka and Sydney, adding that they would be used by “one of the world’s largest cloud-service providers.” Tencent was identified as the customer after a person familiar with the matter learned of the connection from business interactions in Japan, the report said.Leveraging cloud services to access Blackwell chips does not violate the U.S. export ban, which prohibits Chinese companies from owning those chips. This is a loophole that can be exploited and has been flagged by members of Congress.Earlier this month, President Donald Trump relaxed export rules, announcing that the U.S. would allow Nvidia’s H200 chips, an older version, to be exported to select buyers in China and other countries. However, Blackwell chips are still prohibited from export to China.Tencent’s reported use of Nvidia’s advanced chips is the second instance of a Chinese company trying to gain access to Blackwell chips. The Information reported earlier this month that <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-denies-claims-of-deepseek-using-banned-blackwell-ai-chips-report/cLIH7orREVm">China’s DeepSeek</a> had deployed the Blackwell chips to develop an upcoming AI model. Nvidia denied the claim.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around NVDA remained in the ‘bearish’ territory over the past 24 hours, while message volume stayed at ‘low’ levels at the time of writing.<figure class="image"><img style="aspect-ratio:1284/152;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_19_at_11_13_36_PM_png_6b8ab3d627.webp" alt="On Stocktwits, retail sentiment around NVDA remained in the ‘bearish’ territory over the past 24 hours, while message volume stayed at ‘low’ levels at the time of writing." width="1284" height="152"></figure>Shares of Nvidia were up about 3.8% at the time of writing. NVDA shares have gained over 38% in the last year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Nvidia Blackwell Chips Reach China’s Tencent Via Japanese Cloud Service: Report

China’s Tencent Holdings has gained access to Nvidia’s Blackwell chips via a Tokyo-based cloud service provider, according to a report from Barron’s. 

Tech ETFs to Buy as Micron Rallies 10% Post Q1 Earnings Beat

Micron surged over 10% after a strong Q1 beat, making tech ETFs with high MU exposure an attractive way to tap gains while diversifying risk.

<ul class="summary-bullets"><li>High-profile critics, including Michael Burry, questioned hyperscaler capital expenditures, accounting practices, and valuation discipline.</li><li>Despite these concerns, analysts highlighted improving relative valuations, upcoming product cycles, potential China policy relief, and strong long-term demand drivers supporting Nvidia’s growth outlook.</li><li>Retail traders remain largely bearish on Nvidia, citing intensifying competition, China-related uncertainty, and fears that the AI trade is becoming increasingly crowded.</li></ul>Nvidia Corp.’s (NVDA) stature as the flagship artificial intelligence play wasn’t enough to keep the stock ahead of its megacap tech peers this year. Meanwhile, several lesser-known companies with only indirect exposure to AI delivered outsized returns for shareholders.At one point this year,&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> was cruising along fine, after recovering from the DeepSeek and Trump tariff-related sell-offs seen early in the year. The returns peaked at 64% in late October. After completing a double-top formation in early November, the stock began a broader downtrend.Even after the recent pullback, the stock is still up about 27% year-to-date (YTD).<img src="https://news.stocktwits-cdn.com/NVDA_YTD_Returns_png_8548a21784.webp" alt="NVDA YTD Returns.png">Source: KoyfinThe volatility in the back end of the year was primarily due to skeptical comments regarding a potential AI bubble. Scion Asset Management’s Michael Burry and Seaport Research’s Jay Goldberg are among those who led the bearish chatter on Nvidia, denting investor sentiment. In a recent note, Goldberg said, “It’s just getting harder and harder for their (Nvidia) customers to afford” the company’s offering.&nbsp;&nbsp;Burry, for instance, placed a sizable bearish bet against Nvidia just before his firm moved to deregister. He also raised questions about the substantial capital expenditures by hyperscalers, though he did not call out Nvidia. However, after the Jensen Huang-led company reported its third-quarter results, Burry suggested that the company may have&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-tears-into-nvidia-after-q3/cLPAPKIRE9e">inflated its earnings</a> through questionable stock-based compensation accounting practices.Market watchers have also expressed uneasiness about the circular financing deals involving Nvidia and partners, including hyperscalers and data center infrastructure companies that were customers of the chipmaker.&nbsp;Another key headwind the company had to contend with is the U.S. ban on high-performance chip exports to China. Nvidia’s China revenue has steadily declined amid successive export restrictions. China and Hong Kong accounted for 7.6% of total revenue in the first nine months of 2025, down from 26% in 2021. The China-specific H20 chip generated roughly $50 million in the latest quarter, a small fraction of Nvidia’s broader business.Despite lobbying by the company and President Donald Trump’s bonhomie with Huang, the U.S. government hasn’t yet given a clear signal to resume exports to China. A Reuters <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/china/us-launches-review-advanced-nvidia-ai-chip-sales-china-sources-say-2025-12-19/">report</a>, citing sources, said the Trump administration has launched a review that could lead to granting Nvidia the go-ahead to export H200 AI chips to China in exchange for a 25% share of sales.<h2 class="st-heading-2">Nvidia - Pricey or Attractive?</h2>The stock decline seen since November has reduced Nvidia’s valuation multiples. In terms of the forward price-earnings (P/E) multiple, the stock’s multiple is about 25, notably lower than its peak valuation of 80+ in early 2022.<img src="https://news.stocktwits-cdn.com/Nvidias_Valuation_History_png_5e251174c9.webp" alt="Nvidias_Valuation_History.png">Source: Fiscal.aiNvidia also has a reasonable valuation relative to its chip peers and the rest of the Magnificent Seven companies. Only Meta in the Mag 7 group currently has a more attractive valuation. According to Yardeni Research, the S&amp;P 500’s forward P/E multiple is 21.9, and that of the S&amp;P 500 IT industry is 26.3.<img src="https://news.stocktwits-cdn.com/Nvidia_Valuation_Vs_Megacap_Peers_png_bb588ba527.webp" alt="Nvidia_Valuation_Vs_Megacap_Peers.png">Source:&nbsp;Fiscal.ai<h2 class="st-heading-2">What Retail Traders &amp; Analysts Feel About Stock</h2>On Stocktwits, retail sentiment toward Nvidia stock is ‘bearish, with most attributing their negative stance to the competition posed by Alphabet, Inc. (GOOGL) and the China headwinds. Rumors that Google was selling its in-house TPU AI chips to external customers pressured Nvidia stock earlier this month.<figure class="image"><img style="aspect-ratio:726/442;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_19_at_8_37_02_AM_png_ee2be06011.webp" alt="Screenshot 2025-12-19 at 8.37.02 AM.png" width="726" height="442"></figure>&nbsp;In an interview with CNBC, Finance Professor Aswath Damodaran, known as the “Dean of Valuation”, <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=9_5XFTB72p8">said</a> earlier this week that he had recently dumped the last lot of Nvidia shares he held. He suggested that he won’t be lured by the stock even if it goes up.&nbsp;<blockquote>“I gained enough from its rise that it would be greedy for me to hang in there and say ‘give me more’”</blockquote>Wall Street, however, is very upbeat. According to Koyfin, about 84% of the analysts covering the stock have a ‘Buy’ or ‘Strong Buy’ rating. The average analyst price target for the stock ($252.67) implies more than 45% upside potential.As recently as Friday, Bernstein analysts reiterated an ‘Outperform’ rating and $275 price target for the stock, noting that it is now attractively valued, Investing.com&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://in.investing.com/news/analyst-ratings/nvidia-stock-trades-at-10year-low-valuation-vs-sox-index-bernstein-says-93CH-5161279">reported</a>. The firm also flagged several potential catalysts ahead, including the upcoming Rubin architecture, the CES and GTC events, the possible H200 approval from the Trump administration for China sales, and overall financial projections that appear conservative relative to the company’s $500 billion-plus Blackwell/Rubin guidance.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tmc-vs-tmq-vs-nio-corp-vs-mp-materials-delivered-standout-gains-in-2025-which-is-better-bet/cLeiuUsREs5">TMC Vs TMQ Vs NioCorp Vs MP Materials: These 4 Critical Metal Stocks Delivered Standout Gains In 2025 — Which Has the Best Risk-Reward Now?</a>

In this photo illustration, the Nvidia logo is seen in the background beside a printed circuit board (PCB). 

Nvidia’s Gains Cut Nearly In Half From Year’s Peak: Time To Buy The Dip?

Nvidia lagged megacap peers amid valuation concerns, China headwinds, and AI bubble fears, though pullback improved multiples and Wall Street remains bullish on long-term growth catalysts.

<ul class="summary-bullets"><li>Retail-driven speculation propelled a little-known Indian chipmaker to historic gains, even as losses mount.</li><li>Regulators have stepped in amid concerns over trading activity, curbing liquidity, and intensifying scrutiny of the rally.</li><li>The rally highlights how AI-linked narratives can fuel meme-stock behavior even in the absence of clear earnings visibility.</li></ul>Technology stocks shone the brightest this year, underpinned by strong performances by artificial intelligence (AI) plays, including chipmakers, storage solutions companies, and data infrastructure companies. Granted, it was not a steady, steep ascent, but the trend was broadly to the upside, interspersed with minor pullbacks.&nbsp;AI stalwart Nvidia is up a relatively less glamorous 29% this year, but its chip peers Micron, Broadcom, Intel, and AMD have had a stronger run. So did the storage solutions companies such as Western Digital, its spin-off company Sandisk, and Seagate Technology, as well as chip-equipment makers Lam Research and KLA Corp.&nbsp;<h2 class="st-heading-2">Breakout Story Or Shady Play?</h2>But an obscure chipmaker in the eastern part of the world has beaten all these big giants fair and square in terms of stock performance — a David in the world of AI Goliaths.However, the company’s opacity continues to deepen by the day. Welcome to the world of RRP Semiconductor. The Thane, India-based company has built an Outsourced Semiconductor Assembly &amp; Test (OSAT) facility in Maharashtra for chip packaging, fabrication, and testing.&nbsp;The company's financial soundness, however, is in question. RRP Semi reported negative revenue of Rs. 682.14 lakhs ($68.2 million) for the quarter ended Sept. 30, 2025, according to its filings with the stock exchange. Its adjusted loss swung wildly from Rs. 0.21 a year ago to Rs. 5.25.Incorporated as a trading investment firm in 1980, the company transitioned into the electronics and semiconductor industry, renaming itself RRP Semiconductor in May 2025, according to information from the stock market analytics firm Trendlyne.&nbsp;RRP Semi landed in trouble with regulators after social media speculation that Indian cricketing great Sachin Tendulkar had invested in the company sent its shares soaring. The sports icon had attended the inauguration of the Navi Mumbai OSAT plant in late March 2024. In a filing with the BSE in mid-October, the company clarified that Tendulkar has not subscribed to its shares and that the company has not received land from the government of Maharashtra. This Indian state is located here.&nbsp;<img src="https://news.stocktwits-cdn.com/YTD_Gain_Of_AI_plays_png_bcaa026187.webp" alt="YTD Gain Of AI plays.png">Source: TradingViewFor the year-to-date period, RRPSemi stock has skyrocketed about 6,000%. It hit a peak of Rs. 11,902 (intraday) on Monday and has been retreating amid regulatory scrutiny. The gains are much more outsized at 55,000% over the 20 months through Dec. 17, and, according to Bloomberg, this marked the most significant increase among companies worldwide with a market value above $1 billion. The company currently has a market cap of $1.7 billion.<img src="https://news.stocktwits-cdn.com/RRP_2025_12_18_04_53_47_png_882c9c4895.webp" alt="RRP_2025-12-18_04-53-47.png">Source: TradingView<h2 class="st-heading-2">RRP Semi — India’s Meme Darling?</h2>Social-media frenzy, a small free float, and the company’s pivot to semiconductors, along with the swelling retail investor base, led to 149 straight “limit-up” sessions,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-12-18/world-beating-55-000-surge-in-india-ai-stock-fuels-bubble-fears?srnd=homepage-asia">according</a> to Bloomberg. A limit-up session refers to a scenario when a stock or index reaches the upper circuit limit, or the pre-defined maximum allowable price increase for the day. According to a Bloomberg chart, RRP Semi has seen a surge in retail participation in the second half of the year.&nbsp;RRP Semi is 98% owned by Rajendra Chodankar, the founder of RRP Group, the parent company, and some of his associates.Traders in the stock had thrown caution to the wind and plunged long into the stock despite the exchanges and the company flagging potential issues. The Securities Exchange Board of India (SEBI), the stock market regulator in India, has begun looking into whether any wrongdoing is involved in RRP Semi’s stock surge, Bloomberg reported, citing people familiar with the matter. The stock is now restricted to trading only once a week.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/micron-proved-ai-boom-isn-t-over-and-exposed-oracle-broadcom/cLegKbQREAe">Micron Just Proved the AI Boom Isn’t Over — And Exposed What Oracle, Broadcom Got Wrong</a>

The close-up view of a CPU socket on a computer motherboard. (Representative image courtesy of Narumon Bowonkitwanchai via Getty Images)

Forget Nvidia — This Obscure Indian Chip Stock Just Became the World’s Best-Performing AI Play With 6,000% YTD Surge 

Massive gains in a little-known Indian semiconductor firm were driven by hype and a limited float, overshadowing concerns about losses, disclosures, and regulatory scrutiny.

Obscure Indian Chip Stock Outruns Nvidia In A 6,000% AI-Fueled Rally This Year

Massive gains in a little-known Indian semiconductor firm were driven by hype and a limited float, overshadowing concerns about losses, disclosures, and regulatory scrutiny.


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