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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 surging after its blowout Q2 earnings and a stronger-than-expected 70% FY2028 revenue growth forecast, which traders are calling the ultimate validation of the AI trade. While the community celebrates the beat as a win against bears and a catalyst for the whole sector, some remain skeptical, pointing to circular financing concerns and supply constraints.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

CRM is ripping after crushing Q2 earnings with a massive EPS beat, raised full-year guidance, and an expanded Anthropic partnership via Claudeforce, igniting a retail sentiment swing to bullish and fueling the 'software is back' narrative that directly challenges the SaaSpocalypse thesis.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendy's (WEN) is tumbling after a Reuters report revealed Trian has dropped its take-private bid over valuation and performance concerns, sparking intense retail debate. The Stocktwits community is splitbulls are calling it a bear trap and doubling down on short-squeeze hopes fueled by high short interest and the CEO's turnaround plan, while bears are gloating that the buyout was the stock's only real support, leaving it exposed to further downside.

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

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is surging after posting a record quarter and raising its full-year outlook, with the company framing AI-driven security demand as the core growth catalyst. Retail sentiment has turned extremely bullish, with traders highlighting the strong ARR growth and the broader sector rally in cybersecurity peers.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending as a massive AI financing deal to support customer chip purchases signals surging demand, while the community buzzes over its upcoming earnings, potential for an AI beat, and debate over the strategic use of debt. Retail sentiment is mixed, ranging from bullish 'monster in making' calls to frustration over recent weakness, with the sector-wide AI narrative and comparisons to Nvidia dominating the discussion.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending as retail traders focus on a dense pipeline of September investor conferences and a planned Q4 BLA submission, with excited chatter highlighting strong Phase 3 prostate data and a potential platform read-through from systemic immune activation. The community is highly bullish on a valuation repricing, with many calling it a coiled spring and anticipating a major buyout.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

MRVL is trending as traders focus on its upcoming earnings, driven by the recent $12.2B Google custom silicon deal and a bullish read on Nvidia's strong data center results. The conversation centers on Marvell's positioning in the AI infrastructure buildout, with the community framing it as a key competitor to AVGO in custom chips.

Lowe's Companies, Inc. engages in the retail sale of home improvement products. The firm offers products for maintenance, repair, remodeling, home decorating, and property maintenance. It also provides home improvement products in the following categories: appliances, seasonal & outdoor living, lumber, lawn & garden, kitchens & bath, hardware, building materials, millwork, paint, rough plumbing, tools, electrical, flooring, and décor. The company was founded in 1946 and is headquartered in Mooresville, NC.

Lowe`s Cos., Inc.

Lowe's Companies, Inc.

Lowe's is trending as investors weigh softer DIY demand and a trimmed full-year outlook against Morningstar's view that it offers a cheaper entry than Home Depot, sparking debate over whether the pullback is a buying opportunity.

ZIM Integrated Shipping Services Ltd. engages in the provision of shipping and logistics services. It offers shipping solutions, including the transportation of out-of-gauge cargo, refrigerated cargo, and dangerous and hazardous cargo. The company was founded on June 7, 1945 and is headquartered in Haifa, Israel.

Zim Integrated Shipping Services Ltd

ZIM is trending as its Q2 earnings beat and raised full-year guidance collide with intense speculation over the Hapag-Lloyd buyout and shareholder frustration over a skipped dividend, fueling arguments about whether the stock's current value already prices in a potential $35+ takeover.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. The firm offers various products for application security, performance and reliability, network services, Zero Trust, developer platform, media delivery, insights, domain registration, and consumer services. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflare is trending as it hits new all-time highs, driven by investor optimism over its role as an infrastructure backbone for the "agentic internet" and AI-native applications. Community sentiment is overwhelmingly bullish, with many investors holding for long-term growth while debating its premium valuation relative to its rapid revenue scaling.

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Which cybersecurity stock are you most bullish on for the next 5 years - $CRWD, $PANW, $ZS, or $NET?  
 
Drop a comment for other tickers, or if you&#39;d rather play it through an ETF like $HACK.

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Louis Peterson

Which cyber stock are you most bullish on?

Stocktwits

Palo Alto Networks Inc

Zscaler Inc

Amplify Cybersecurity ETF

Which cybersecurity stock are you most bullish on for the next 5 years - 

?  
 
Drop a comment for other tickers, or if you'd rather play it through an ETF like 

Stocktwits Polls

@StocktwitsPolls NET. So much more than cybersecurity. I won&#39;t be surprised if Cloudflare ends up in the trillion dollar club, eventually.

Haduken Lord

A7679

Jason K

John D

 NET. So much more than cybersecurity. I won't be surprised if Cloudflare ends up in the trillion dollar club, eventually.

Uncle Steven

@StocktwitsPolls Secondary poll - Should you be just as bullish on PANW as CRWD?

 Secondary poll - Should you be just as bullish on PANW as CRWD?

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SentinelOne Inc

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verdeithaca

Rubrik Long

@StocktwitsPolls $FTNT &lt;&lt;&lt;&lt;&lt;&lt;

Fortinet Inc

Fase

@StocktwitsPolls I am very bullish on Sentinel One(S) for the following reasons: 
 
1)Sentinel One is the most undervalued pure play AI security stock in the world, having the lowest P/S multiple in the group. 
 
2)Sentinel One has an exceptional balance sheet with zero debt, $812M in cash and an estimated $25O-$300M stake in Anthropic, according to Oppenheimer. 
 
3)Sentinel One has the most advanced AI cybersecurity technology when compared to companies like MSFT, CRWD, PANW and WIZ, as seen in the links below: 
 
S   vs   MSFT  https://www.sentinelone.com/vs/microsoft/ 
S   vs   CRWD https://www.sentinelone.com/vs/crowdstrike/ 
S   vs   PANW https://www.sentinelone.com/vs/palo-alto-networks/ 
S   vs   WIZ https://www.sentinelone.com/vs/wiz/ 
 
WIZ was recently acquired by Google for 32x sales or $32B while Sentinel One&#39;s market cap remains extremely undervalued at $7B

holdmybeer

Dylan Webster

 I am very bullish on Sentinel One(S) for the following reasons: 
 
1)Sentinel One is the most undervalued pure play AI security stock in the world, having the lowest P/S multiple in the group. 
 
2)Sentinel One has an exceptional balance sheet with zero debt, $812M in cash and an estimated $25O-$300M stake in Anthropic, according to Oppenheimer. 
 
3)Sentinel One has the most advanced AI cybersecurity technology when compared to companies like MSFT, CRWD, PANW and WIZ, as seen in the links below: 
 
S   vs   MSFT  

 
 
WIZ was recently acquired by Google for 32x sales or $32B while Sentinel One's market cap remains extremely undervalued at $7B

@StocktwitsPolls strike is taking market share

Which cybersecurity stock are you most bullish on for the next 5 years - $CRWD, $PANW, $ZS, or $NET? Drop a comment for other tickers, or if you'd rather play it through an ETF like $HACK.