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GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending following a significant upward revision to its fiscal 2026 EBITDA outlook and a reaffirmed commitment to its proposed acquisition of eBay. The community is actively debating the impact of this forward guidance, with retail investors discussing the potential for short squeeze mechanics and long-term value transformation while analysts and traders weigh the risks of dilution versus the company's strengthening balance sheet.

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 is seeing significant volatility as retail investors engage in intense discussions around the stock's consolidation, potential AI data licensing catalysts, and persistent debates regarding institutional manipulation. The community remains divided, with some traders focused on structural recovery and bullish momentum, while others express frustration over stagnant price action and the impact of frequent insider activity.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomm is currently trending following a high-stakes investor day that showcased an aggressive expansion into AI data center infrastructure and strategic partnerships with major hyperscalers. Community discussion is heavily focused on the disconnect between this long-term growth narrative and recent stock volatility, with many traders debating whether the current price action represents a bear trap or a sign of deeper structural selling.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is facing significant selling pressure amid broader market uncertainty and investor reactions to reports that Meta is exploring internal cloud capacity expansion. Despite the volatility, community sentiment remains split between concerns over heavy insider selling and debt loads versus bullish confidence in the companys extensive, non-cancellable contract backlog and its critical role in the AI infrastructure cycle.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is surging following reports that the company plans to launch a cloud business to monetize excess AI compute capacity, a move that is being interpreted by the community as a pivot to turn significant capital expenditures into a revenue-generating platform. While some investors view this as a validation of AI infrastructure demand, the news has sparked a broader sector rotation, driving volatility in semiconductor and niche cloud stocks as market participants reassess competitive dynamics and infrastructure utilization.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is facing heavy selling pressure amid a broader semiconductor rotation as investors react to reports of increased competition in AI compute capacity and ongoing profit-taking. Despite the volatility, many in the community remain focused on the stock's long-term memory demand cycle, viewing the sharp pullback as a potential buying opportunity for a structurally strong name.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is facing intense selling pressure as investors grapple with concerns over the company's aggressive debt-funded data center buildout and its ability to monetize long-term AI backlog commitments. While bulls defend the stock as a deeply oversold value play with massive enterprise contract potential, the community remains divided and highly frustrated by the persistent, relentless downward price action that has consistently decoupled the stock from the broader software sector rally.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as investors aggressively debate the implications of Meta's potential move into the cloud infrastructure space, with bullish participants arguing that demand for AI compute remains critically undersupplied and bearish voices highlighting potential long-term competition. Despite the volatility, strong community conviction persists around Nebius's unique positioning, contract backlogs, and European market reach, leading many to treat recent pullbacks as buying opportunities.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is currently at the center of investor focus as massive fund rebalancing and institutional rotation into AI-infrastructure beneficiaries drive strong volume and price appreciation. While retail sentiment remains highly polarized between bullish expectations for long-term manufacturing growth and skepticism over the stock's recent rapid valuation increase, the community is actively tracking the stock's ability to maintain support levels amid high volatility.

Jack in the Box, Inc. engages in the provision of developing, operating, and franchising a chain of quick-service and fast-casual restaurants. It operates through the Jack in the Box and Del Taco segments. The Jack in the Box segment offers a selection of distinctive products including classic burgers and other product lines such as Buttery Jack Burgers. The company was founded by Robert Oscar Peterson in 1951 and is headquartered in San Diego, CA.

Jack In The Box, Inc.

Jack in the Box is trending as retail investors push for a short squeeze, fueled by community discussion surrounding its low float, high short interest, and comparisons to other meme-stock success stories. Traders are actively debating the company's turnaround potential and its competitive positioning against other fast-food chains as they push for increased volume to trap bearish positions.

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 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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$HITI Procurement: The Most Overlooked Competitive Advantage? 
 
Most investors compare cannabis companies by: 
 
• Revenue 
• EBITDA 
• Store count 
 
But mature industries often reward something else. 
 
🟢 Costco didn&#39;t become successful because it produced food. 
 
🟢 Walmart doesn&#39;t manufacture consumer goods. 
 
🟢 McKesson doesn&#39;t invent pharmaceuticals. 
 
They control purchasing power. 
 
The larger the purchasing volume... 
 
🟢 the better the prices 
 
🟢 the stronger the supplier relationships 
 
🟢 the greater the product selection 
 
🟢 the higher the potential margin 
 
Raj Grover rarely talks about becoming the largest grower. 
 
Instead, he repeatedly talks about procurement and building the largest cannabis menu. 
 
Could procurement become one of High Tide&#39;s biggest competitive advantages? 
 
Next: Why Europe could be much bigger than most investors expect. 
 
$HITI $MSOS $GTBIF $TRLV

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High Tide Inc

AdvisorShares Pure US Cannabis ETF

Green Thumb Industries

Trulieve Cannabis Corp 

 Procurement: The Most Overlooked Competitive Advantage? 
 
Most investors compare cannabis companies by: 
 
• Revenue 
• EBITDA 
• Store count 
 
But mature industries often reward something else. 
 
🟢 Costco didn't become successful because it produced food. 
 
🟢 Walmart doesn't manufacture consumer goods. 
 
🟢 McKesson doesn't invent pharmaceuticals. 
 
They control purchasing power. 
 
The larger the purchasing volume... 
 
🟢 the better the prices 
 
🟢 the stronger the supplier relationships 
 
🟢 the greater the product selection 
 
🟢 the higher the potential margin 
 
Raj Grover rarely talks about becoming the largest grower. 
 
Instead, he repeatedly talks about procurement and building the largest cannabis menu. 
 
Could procurement become one of High Tide's biggest competitive advantages? 
 
Next: Why Europe could be much bigger than most investors expect. 
 


thomas

@tutster The cpg retailer comparisons are mostly irrelevant. Apples to oranges given the product categories. When they start consistently posting positive EPS, HITI will go up. 

Their international expansion might be the key to black bottom lines. But right now, they&#39;re nothing to get excited about. Hence the price action.

StockTwits For Android 

 The cpg retailer comparisons are mostly irrelevant. Apples to oranges given the product categories. When they start consistently posting positive EPS, HITI will go up. 

Their international expansion might be the key to black bottom lines. But right now, they're nothing to get excited about. Hence the price action.

Joseph J

@crystalworks Fair points. I agree that consistent EPS ultimately matters. 
 
My comparison wasn&#39;t about selling groceries versus cannabis. It was about where value tends to migrate as industries mature. 
 
Producers create products. 
 
Procurement, distribution and customer ownership often create pricing power. 
 
Whether cannabis follows that path remains an open question.

 Fair points. I agree that consistent EPS ultimately matters. 
 
My comparison wasn't about selling groceries versus cannabis. It was about where value tends to migrate as industries mature. 
 
Producers create products. 
 
Procurement, distribution and customer ownership often create pricing power. 
 
Whether cannabis follows that path remains an open question.

@tutster Correct. And yes, time will tell. 

But again, the product categories are so different I&#39;m not sure how direct the model will translate. Cannabis has different challenges (taxation+), and advantages (margins+), to the inventory of Wal Mart or Costco.

 Correct. And yes, time will tell. 

But again, the product categories are so different I'm not sure how direct the model will translate. Cannabis has different challenges (taxation+), and advantages (margins+), to the inventory of Wal Mart or Costco.

@crystalworks I actually agree they&#39;re different industries. 
 
My comparison isn&#39;t about products. 
 
It&#39;s about where value accrues as industries mature. 
 
In many industries, value gradually shifts from production toward procurement, distribution, brands and customer relationships. 
 
I&#39;m simply exploring whether cannabis could evolve in a similar direction.

 I actually agree they're different industries. 
 
My comparison isn't about products. 
 
It's about where value accrues as industries mature. 
 
In many industries, value gradually shifts from production toward procurement, distribution, brands and customer relationships. 
 
I'm simply exploring whether cannabis could evolve in a similar direction.

@tutster It&#39;s a valid thesis. GL 

My thesis favors verticals. MSOs and LPs (with retail).

 It's a valid thesis. GL 

My thesis favors verticals. MSOs and LPs (with retail).

@crystalworks @tutster Very hard to find truly vertical integration in agriculture -- other than giants like $TSN $PPC or $CALM. For ag commodities like weed, there is no exact current parallel. (Doesn&#39;t mean it&#39;s not coming.) The point on procurement is well taken; pretending procurement doesn&#39;t crystalize as product markets mature is absurd. Look at $SBUX .

Tyson Foods, Inc.

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Cal-Maine Foods, Inc.

Starbucks Corp

 Very hard to find truly vertical integration in agriculture -- other than giants like 

. For ag commodities like weed, there is no exact current parallel. (Doesn't mean it's not coming.) The point on procurement is well taken; pretending procurement doesn't crystalize as product markets mature is absurd. Look at 

@tyrannicide_prime @tutster That was kind of the point. Exact parallels are impossible to draw between industries when it comes to cannabis. Conclusively anyway. 

Which is why I said his thesis is valid. As is mine. Which one, or neither, proves to be correct won&#39;t be ultimately known for possibly years as the industry matures.

 That was kind of the point. Exact parallels are impossible to draw between industries when it comes to cannabis. Conclusively anyway. 

Which is why I said his thesis is valid. As is mine. Which one, or neither, proves to be correct won't be ultimately known for possibly years as the industry matures.