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Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

A sharp AI/semiconductor rally, with traders citing heavy call buying, gamma- and short-squeeze potential, and sustained AI-chip demand, has driven AMD attention despite the Fed rate hike. Bulls view the move as a breakout in the AI trade, while bears argue the stock is overextended and richly valued, expecting a pullback.

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

CoreWeaves proposed convertible-debt offering and new ATM share-sale program are driving attention, with traders focused on added leverage, potential dilution, and managements poor timing. Some bulls argue the financing supports expansion backed by strong AI-compute demand and higher pricing, but the prevailing reaction is bearish and has weighed on the broader neocloud sector.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

CEO Kelly Ortbergs comments that 737 production remains unstable because of wing-production bottlenecks, alongside slower 787 ramp-up and potential labor disruption, are driving attention and selling pressure. Traders are split between viewing the reaction as justified evidence of execution and cash-flow risks and calling it an overreaction given Boeings backlog, expected 737 MAX 10 certification, and long-term recovery prospects.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

Patrick Soon-Shiongs Nant Capital investment in PDS Biotech, including board involvement and a licensing option for an HPV-targeted immunotherapy, has renewed speculation about strategic synergies with ImmunityBios ANKTIVA platform. Traders are also attributing IBRXs high-volume move to broader oncology momentum and possible short covering, although no new IBRX-specific announcement is confirmed.

Goodyear Tire & Rubber Co. engages in the development, manufacture, distribution, and sale of tires. It operates through the following geographical segments: Americas, Europe, Middle East, and Africa, and Asia Pacific. The Americas segment is involved in the development, manufacture, distribution, and sale of tires and related products and services in North, Central, and South America. The Europe, Middle East, and Africa segment focuses on the development, manufacture, distribution, and sale of tires for automobiles, trucks, buses, aircraft, motorcycles, earthmoving, mining, and industrial equipment throughout Europe, the Middle East, and Africa. The Asia Pacific segment refers to the development, manufacture, distribution, and sales of tires for automobiles, trucks, buses, aircraft, farm, earthmoving, mining, and industrial equipment throughout the Asia Pacific region. The company was founded by Frank A. Seiberling on August 29, 1898 and is headquartered in Akron, OH.

Goodyear Tire & Rubber Co.

Speculation about a Goodyear buyout or take-private deal is driving attention, with traders citing the depressed valuation and short interest despite no confirmed offer. The debate is sharply divided between a potential turnaround or short squeeze and concerns over heavy debt, losses, oil-sensitive costs, and bankruptcy risk.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snaps launch of its Specs augmented-reality glasses and Specs Intelligence AI assistant, alongside new enterprise and technology partnerships, is driving attention. Traders are divided: some view the product as a potential new computing platform and revenue opportunity, while others question demand, pricing, management credibility and the stocks repeated failure to hold gains near a key resistance level.

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

Speculation around a potential short squeeze is driving attention, with traders citing suspected share buybacks, insider buying, call-option positioning, warrants, and elevated borrow costs as possible sources of upward pressure. Others point to low volume, the lack of a confirmed company announcement, and GMEs range-bound trading as reasons to doubt the bullish thesis.

Tempus AI, Inc. is a healthcare technology company, which engages in bringing artificial intelligence and machine learning to healthcare. It focuses on building platforms for oncology, neuropsychiatry, cardiology, infectious disease, and radiology. The company was founded by Eric Paul Lefkofsky in August 2015 and is headquartered in Chicago, IL.

Tempus AI Inc. - Ordinary Shares - Class A

Tempus AI Inc

Merck and Modernas positive Phase 3 personalized melanoma cancer-vaccine results are driving attention to Tempus AI because the program used Personalis genomic-sequencing technology, which Tempus is acquiring, reinforcing the strategic value of its precision-oncology platform. Traders are also discussing potential short- and gamma-squeeze dynamics, while some caution that the rally is a sympathy move and that valuation and acquisition risks remain significant.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklos new at-the-market equity offering is driving attention, with traders focused on potential dilution alongside recurring insider sales and the companys pre-revenue status. Bulls view the financing as runway for its advanced-nuclear and AI data-center opportunity, while bears see it as evidence of continued shareholder dilution and execution risk.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Attention is centered on Infleqtions quantum advances and strategic partnerships, particularly its Cisco collaboration on distributed quantum networking and integration with NVIDIAs CUDA-Q Logical platform for error correction. Traders are broadly bullish on commercialization and potential government contracts, while skeptics note that collaborations have not yet translated into revenue and macro pressures remain a headwind.

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Super Micro Computer is trending as traders debate the stock's potential for a short squeeze, bolstered by a significant backlog and high-volume interest despite recent range-bound trading. The conversation is largely characterized by a sharp divide between bullish sentiment regarding the company's valuation and long-term AI infrastructure growth, and skeptical traders who anticipate further volatility or continued downward pressure.

The move appears tied primarily to a broad AI-server and data-center infrastructure rally, with Hewlett Packard Enterprise up 9% and Dell up 3% alongside Super Micro. Heavy volume, bullish call activity, and repeated focus on short covering suggest positioning may have amplified the sector-driven move.

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Super Micro Computer Investigation Initiated: Kahn Swick & Foti, LLC Investigates the Officers and Directors of Super Micro Computer, Inc. - SMCI

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SMCI or NTAP: Which Is the Better Value Stock Right Now?

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Super Micro Computer (NASDAQ:SMCI) stock jumps 7% Friday as tech rallies. Explore key support, resistance, technical trends and Benzinga Edge scores.read more...

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

DELL, HPE Stocks Draw Focus Ahead Of Earnings This Week — And SMCI Bulls Are Watching Closely

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Bearish Sentiment

Yes, buying

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Just holding what I have

Watching from the sidelines

Super Micro Computer ($SMCI) stock is higher by more than 20% after the company disclosed a record $60 billion order backlog and raised its margin outlook for the fiscal fourth quarter, citing new business with SpaceX. Are you buying $SMCI on the news? Vote and explain your reasoning in the comments.

Super Micro Computer ($SMCI) stock is surging after the company disclosed a record $60 billion order backlog and raised its margin guidance for the June quarter. Are you buying on the news?

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) stock is surging after the company disclosed a record $60 billion order backlog and raised its margin guidance for the June quarter. Are you buying on the news?

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Stocktwits Polls

Traders are intensely focused on a potential squeeze as they track heavy short interest, volume, and major resistance levels around $40-$41.

The stock continues to struggle against significant sell walls near the $41 price level, serving as a critical pivot point for traders.

Bulls argue the company is fundamentally undervalued compared to peers due to its low forward PE ratio and massive order backlog.

Investors are actively debating the impact of the $1.25B at-the-market offering program and the potential for future share dilution.

Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '27	$1.04	--	--	N/A
Q4 '26	$0.92	$1.70	84.18%	BEAT
Q3 '26	$0.62	$0.84	36.08%	BEAT
Q2 '26	$0.49	$0.69	40.90%	BEAT
Q1 '26	$0.37	$0.35	-6.58%	MISSED

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SMCI Earnings

Upcoming Earnings: Q1 '27

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