SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers Health is surging on reports of a groundbreaking partnership with Novo Nordisk to sell obesity drugs, ending a prior feud. This unexpected alliance, announced late Friday, has fueled immense speculation about a massive short squeeze, leaving a highly shorted float vulnerable and sparking widespread bullish sentiment.

Aventus Network

Aventus Network (AVT) is trending following its recent DAO incorporation in the UAE and the appointment of a strategic advisor to boost its regional presence, alongside updates to its scalable Aventus Cloud platform and the launch of Aventus Bridge. The community is actively discussing AVT's potential for a significant breakout, highlighting its enterprise-grade technology, Polkadot integration, and current low market capitalization as indicators of an undervalued asset, while closely monitoring for increased trading volume and new exchange listings.

SHP ETF Trust - FIS Biblically Responsible Risk Managed ETF

The $PRAY ETF is trending as widespread community discussion centers on the intersection of faith, biblical principles, and financial decision-making, directly reflecting its "Biblically Responsible" investment strategy. Users are engaging in conversations about ethical investing, seeking divine guidance in wealth management, and debating the morality of various market practices.

Rich Sparkle Holdings Ltd. engages in the provision of financial printing and corporate services. The firm offers typesetting, proofreading, translation, design, and printing of listing documents, financial reports, fund documents, circulars, and announcements. It also delivers advisory services, such as conducting internal control assessment and environmental, social and governance performance evaluation, and other services including provision of co-working space. The company was founded in 2016 and is headquartered in Hong Kong.

Rich Sparkle Holdings Ltd.

Rich Sparkle Holdings Limited

Rich Sparkle Holdings (ANPA) is seeing significant action after its acquisition of TikTok icon Khaby Lame's core company, sparking intense speculative interest due to its low float and high insider ownership, as traders weigh massive short squeeze potential against sharp warnings of a pump-and-dump.

Freysa is a suite of Personal AI products with a focus on human agency, liquid democracy and decentralized ownership. The mission of the team is dedicated to creating new systems that enable all humans to govern + co-own AI resources, and not just a select few. Current products include: (1) Freysa as the world’s first sovereign agent that holds her own cryptographic keys, enabling her to act autonomously without human control. Freysa evolves publicly through a multi-act interactive story. (2) Enchanted as a personalized Digital Twin for every human. Conversations are persistent and twins retain context over time, remembering human preferences and building an evolving model of you. (3) Esper as a browser tool that feeds authenticated real-world data into each human’s Digital Twin.

Flourishing AI

Flourishing AI (FAI) crypto is trending on the back of a rapid price surge, driving community discussions that range from optimistic predictions of significant gains fueled by 'great AI news' to stark warnings of a pump and dump given its volatile history.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull (BULL) is trending after reporting strong Q4 and full-year revenue and customer asset growth, despite an EPS miss attributed to increased growth investments. Community sentiment is deeply divided, with many citing deep undervaluation and significant institutional buying, while others criticize management for sustained price declines and concerns over dilution.

Norwegian Cruise Line Holdings Ltd. engages in the provision of cruise travel services. It offers cruise experiences for travelers with itineraries in Europe, Asia, Australia, New Zealand, South America, Africa, Canada, Bermuda, Caribbean, Alaska and Hawaii. Its brands include Norwegian Cruise Line, Oceania Cruises, and Regent Seven Seas Cruises. The company was founded in 1966 and is headquartered in Miami, FL.

Norwegian Cruise Line Holdings Ltd

Norwegian Cruise Line Holdings is trending as an activist investor's significant stake and a new CEO fuel community debate over a potential turnaround, directly clashing with recent weak guidance, rising oil prices, and broader geopolitical risks impacting the cruise sector.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology Group is trending following robust full-year earnings that showcased record revenue, improved profitability, and a substantial AI infrastructure pipeline, sparking community discussions about its perceived undervaluation and market dynamics amidst a challenging small-cap environment.

AABG Token

AABBG CRYPTO is trending amidst strong community anticipation for its new AABB Wallet and the silver-backed AABBS token launch, fueled by bullish sentiment on substantial gold and silver holdings and a federal lawsuit targeting alleged market manipulation.

SPDR Series Trust - State Street SPDR S&P Biotech ETF

SPDR S&P Biotech ETF

The SPDR S&P Biotech ETF ($XBI) is garnering significant attention due to recent M&A activity within the sector and optimistic speculation regarding a more favorable regulatory landscape following shifts in FDA leadership. The community is actively discussing the potential for a substantial short squeeze, fueling expectations for a broader biotech rally.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 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 
 


 has invited you to join Stocktwits

Traders work on the floor of the New York Stock Exchange during morning trading on February 20, 2026 in New York City. (Photo by Michael M. Santiago/Getty Images)

AI, Chip Stocks Over Software: Retail Traders Lean More On Semiconductor Plays Amid Tech Selloff

About 42% voted saying that they are buying chip and AI-related stocks in the market downturn, while only 29% revealed they are buying the software dip.

Equity

About 42% voted saying that they are buying chip and AI-related stocks in the market downturn, while only 29% revealed they are buying the software dip.


ETFs to Buy as Broadcom Shares Jump 5% After Q1 Earnings Beat

AVGO's strong Q1 earnings and upbeat AI outlook send shares up 5% after hours, putting several semiconductor-heavy ETFs in focus for investors. 

<ul class="summary-bullets"><li>Broadcom’s AI semiconductor revenue grew 106% year on year to $8.4 billion, with semiconductor revenue expected to grow 76% to $14.8 billion in the next quarter.&nbsp;</li><li>Broadcom’s partnerships with Google and Anthropic are expected to grow steadily, the CEO confirmed.&nbsp;</li><li>The CEO also highlighted the company’s deal with OpenAI, saying the AI startup plans to start shipping Broadcom chips by 2027 to clock more than one gigawatt of capacity.</li></ul>Shares of Broadcom Inc. climbed more than 4.6% in Wednesday’s post-market hours on comments from CEO Hock Tan about the company’s strong outlook, driven by higher semiconductor demand.In a call with investors, Tan said that Broadcom (AVGO) expects AI revenue from chips to be in excess of $100 billion in 2027.The company also posted first-quarter (Q1) 2026 earnings results that marginally beat Wall Street expectations. Quarterly revenue increased 29% to $19.31 billion for the quarter, compared with Wall Street's expectation of $19.13 billion, according to data from Fiscal.ai.Broadcom (AVGO) also posted a diluted earnings per share of $2.05 for the first quarter, compared to analysts’ estimate of $2.02.<h2 class="st-heading-2">Growth Profile</h2>Meanwhile, for the second-quarter (Q2) of 2026, the company provided a revenue guidance of about $22 billion, ahead of Street expectations of $20.39 billion."Broadcom achieved record first quarter revenue on continued strength in AI semiconductor solutions," said CEO Hock Tan, adding that the growth came from robust demand for custom artificial intelligence accelerators and AI networking.CEO Tan said that better-than-expected growth in AI semiconductors bolstered the company’s results, with the momentum expected to accelerate amid custom AI hitting its next phase of deployment.The company’s AI semiconductor revenue grew 106% year on year to $8.4 billion, with semiconductor revenue expected to grow 76% YoY to $14.8 billion in the next quarter.“The ramp of custom AI accelerators across all our five customers is progressing very well,” Tan said to investors.<h2 class="st-heading-2">Customer Snapshot</h2>Broadcom’s partnerships with Google and Anthropic are expected to grow steadily, the CEO confirmed. &nbsp;For Google, the company’s demand for the seventh-generation Ironwood GPU in 2027 and beyond is likely to be strong. Meanwhile, Anthropic’s TPU compute demand is expected to surge over three gigawatts of compute.Tan also refuted recent analyst reports that raised concerns over Broadcom’s custom accelerator and media roadmap, saying it “is alive and well.” He added that for the next-generation Xbox, the company will scale to multiple gigawatts.About OpenAI, Tan said the company plans to start shipping Broadcom chips by 2027 to clock more than one gigawatt of capacity.The CEO said that for the company’s other customers, shipments for the year are expected to be strong, adding that they are likely to "more than double in 2027.”<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/AVGO">AVGO shares</a> jumped from ‘bullish’ to ‘extremely bullish’ territory over the past 24 hours amid ‘extremely high’ message volumes.One bullish user cheered Tan’s remarks, adding that the company’s shares would hit $500 in 2027.<stembedurl>https://stocktwits.com/I_am_back_2day/message/646621463</stembedurl>&nbsp;Shares of AVGO have climbed by over 69% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Broadcom, Inc. logo is seen displayed on a smartphone screen.

Broadcom Shares Climb After CEO Says AI Chip Revenue To Exceed $100 Billion In 2027

The company reported a 29% increase in revenues, posting $19.31 billion for the quarter, compared to a Wall Street expectation of $19.13 billion, according to data from Fiscal.ai. 

<ul class="summary-bullets"><li>While Intel is facing challenges due to internal supply shortages at its factories, many of the company’s manufacturing units are working at more than 100% capacity, Zinsner said.</li><li>The CFO also said that while Intel’s supply shortfall will likely persist through the end of the year, it will continually ease.&nbsp;</li><li>Zinsner also stated CEO Lip-Bu Tan is considering potentially offering Intel’s 18A manufacturing technology to ​external clients.</li></ul>Shares of Intel Corp. surged more than 6% on Wednesday after the company’s CFO Dave Zinsner said at a conference that there has been strong demand for its server processors.Zinsner said at the Morgan Stanley Technology, Media and Telecom conference in San Francisco that following a 20%+ growth in units in 2025, the server market is going to continue to rise “meaningfully this year.”While Intel (INTC) is facing challenges due to internal supply shortages at its factories, much like the rest of the semiconductor industry, many of the company’s manufacturing units are working at more than 100% capacity, Zinsner said.The CFO also said that while Intel’s ability to meet growing customer orders is limited at the moment and that the supply shortfall will likely persist through the end of the year, it will continually ease.<h2 class="st-heading-2">New Possibilities</h2>Zinsner also said at the conference that CEO Lip-Bu Tan is considering potentially offering Intel’s 18A manufacturing technology, featuring gate-all-around (GAA) transistors for higher performance, to ​external clients after restricting it largely to internal use since its launch in 2025."While Lip-Bu was ... thinking that we probably should focus on 14A as a foundry node and make 18A ​really just an internal node, now that we've got seen some ​real progress there, I think he's now starting to recognize that this is ‌actually ⁠a good node to offer to external customers as well," Zinsner said.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/INTC">INTC shares</a> jumped from ‘bearish’ to ‘neutral’ territory over the past 24 hours amid ‘normal’ message volumes.One bullish user said they expect the shares to surge to over $50. Shares of INTC were trading around $45.85 at the time of writing.<stembedurl>https://stocktwits.com/chrisjohnasd/message/646584411</stembedurl>INTC stock has rallied more than 114% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Intel Corporation logo is being displayed on a smart phone, with an Intel chip visible in the background.

INTC Shares Rally On CFO Reassurance Over Strong Server Demand, Potential External Sale Of 18A Technology

CFO Dave Zinsner said at a conference in San Francisco that following a 20%+ growth in units in 2025, the server market is going to continue to rise “meaningfully this year.”

<ul class="summary-bullets"><li>Moore said that skepticism about how long Nvidia can sustain its rapid expansion has weighed on the shares.&nbsp;</li><li>He believes those doubts may soon shift into optimism focused on the company’s longer-term earnings trajectory.</li><li>The analyst said that Nvidia’s valuation now presents an attractive opportunity.</li></ul>Morgan Stanley has once again named Nvidia as its leading semiconductor pick, signaling renewed confidence in the chipmaker after months of muted share performance despite continued operational gains.Analyst Joseph Moore reinstated Nvidia Corp. (NVDA) as the firm’s top choice in the sector, replacing Micron Technology Inc. (MU), according to TheFly.&nbsp;<h2 class="st-heading-2">Why Morgan Stanley Is Bullish On Nvidia</h2>The move comes after two quarters in which Nvidia’s stock price largely stalled even as its underlying business showed further improvement. Moore said that skepticism about how long Nvidia can sustain its rapid expansion has weighed on the shares.&nbsp;However, he believes those doubts may soon shift into optimism focused on the company’s longer-term earnings trajectory, particularly expectations tied to fiscal 2027. Nvidia gave a strong forecast for its first-quarter (Q1) fiscal 2027, predicting revenue of about $78 billion, with a possible 2% variation, compared with analysts’ average estimate of $71.64 billion, according to Fiscal AI data.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> traded over 1% lower in Monday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_02_062725_png_62114ee559.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 06:15 a.m. ET on Mar. 2, 2026 | Source: Stocktwits" width="934" height="107"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 06:15 a.m. ET on Mar. 2, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Morgan Stanley: Valuations Seem Attractive</h2>The analyst said that Nvidia’s valuation now presents an attractive opportunity. Shares currently trade at roughly 18 times projected 2027 earnings, a multiple Morgan Stanley views as compelling given the company’s dominant position in artificial intelligence chips and data center hardware.The firm maintained its ‘Overweight’ rating on Nvidia and reiterated a $260 price target. The firm sees the current trading level as a "surprisingly good entry point" for investors seeking exposure to AI-driven semiconductor growth.While discussing Nvidia’s earnings last week,&nbsp;Dan Ives, managing director at Wedbush Securities, said the company remains far ahead of its competitors in technology and the strength of its overall ecosystem. According to him, rivals trail by about three to four years, giving Nvidia a clear advantage as businesses and governments increase investment in AI-powered data centers.NVDA stock has gained over 55% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-israel-iran-war-iaea-chief-warns-of-evacuating-areas-larger-than-major-cities-nuclear-risks/cZd3dbzRIcu">US-Israel-Iran War: IAEA Chief Warns Of Evacuating Areas ‘Larger Than Major Cities’ As Nuclear Risks Loom</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Nvidia logo appears on a mobile phone, and a stock market graph is on a laptop screen in the background. (Photo by Firdous Nazir/NurPhoto via Getty Images)

Morgan Stanley Reinstates Nvidia As Top Chip Pick, Sees ‘Surprisingly Good Entry Point’

Analyst Joseph Moore reinstated Nvidia as the firm’s top choice in the sector, replacing Micron Technology.

<ul class="summary-bullets"><li>Munster also noted that the company’s stock could be one where price remains rangebound despite fundamentals getting better.&nbsp;</li><li>For Q4, Nvidia reported a 73% year-on-year growth in revenue to $68.1 billion, much above analyst expectations, while forecasts also beat Street consensus.&nbsp;</li><li>Munster said that the market reaction could stem from a concern over Nvidia’s ability to sustain these results.</li></ul>As shares of Nvidia Corp. (NVDA) have declined about 9% since reporting blowout fourth-quarter (Q4) results on Wednesday, Deepwater Management founder Gene Munster said he believes the shares will be rewarding in time.In an <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://genemunster.com/why-nvidia-masterclass-has-been-met-with-a-masterclass-in-market-anxiety/">article</a> on his website posted on Friday, Munster said that the drop despite strong results is due to the disconnect that accelerating revenue growth is no longer the catalyst it once was for the company.However, Munster also noted that the company’s stock could be one where price remains rangebound despite fundamentals getting better.“Ultimately, I believe shares will be rewarded over time by these better-than-expected fundamentals, an outcome I believe remains firmly on the table,” he said.For Q4, the world’s most valuable technology company <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-q4-2026-earnings-smash-estimates-as-ai-demand-drives-optimistic-outlook/cZRyKrSRIGs">reported</a> a 73% year-on-year growth in revenue to $68.1 billion, much above analyst expectations. Nvidia’s outlook for the upcoming quarter also topped Wall Street projections, with the company forecasting revenues of $78 billion, plus or minus 2%, against a consensus of $71.64 billion.<h2 class="st-heading-2">The Catch-22</h2>Munster noted that the market reaction could stem from a concern over Nvidia’s ability to sustain these results. “The focal point is shifting to next year and, more importantly, the 2027 setup,” he said, adding that Wall Street now expects growth of 31% for 2027 after its latest results.“The center of the debate is whether those numbers are too low or still too uncertain for investors to underwrite with confidence today,” he added.Munster said that he believes Nvidia will post growth closer to 50% in 2027, but the “Catch-22” will be that the anxiety will then shift to 2028 growth expectations, keeping the stock’s price rangebound.The managing partner at Deepwater also flagged customer concentration as a risk that investors focused on.<h2 class="st-heading-2">On China</h2>While Nvidia did not provide any clarity or update on its China operations, Munster said in the article that he believes “the market will likely discount China’s contribution given recent volatility in that revenue stream.”“The bigger story remains demand outside of China,” he added.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around NVDA shares remained in the ‘extremely bullish’ territory over the past 24 hours amid ‘extremely high’ message volumes.One user said that nothing had changed for Nvidia, except that it had turned out to be an even better company than the market expected.<stembedurl>https://stocktwits.com/mikefarmer/message/646152095</stembedurl>&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Shares of NVDA</a> have surged more than 47% 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/nbis-stock-tanks-amid-coreweave-decline-what-does-retail-think/cZTcsxERITu">NBIS Stock Tanks Amid CoreWeave Decline — What Does Retail Think?</a>

An illustrative stock graph displayed on a screen and Nvidia logo displayed on a phone screen. 

Nvidia Shares Will Be Rewarding Over The Long-Term, Says Gene Munster, Citing Strong Fundamentals

In an article on his website posted on Friday, Deepwater Management founder Gene Munster said that the drop in Nvidia shares is because accelerating revenue growth is no longer a catalyst for the company.

<ul class="summary-bullets"><li>Ives stressed that the core issue is not speculative hype but tangible investment.&nbsp;</li><li>He added that corporate capital spending tied to AI buildouts continues to expand, reinforcing Nvidia’s dominance in high-performance chips.</li><li>In his view, competitors are roughly three to four years behind, giving Nvidia a substantial lead.</li></ul>Dan Ives, managing director at Wedbush Securities, reportedly said on Thursday that&nbsp;Wall Street is still failing to grasp the scale of demand driving Nvidia Corp.’s (NVDA) growth, particularly in artificial intelligence and data center spending.The AI bellwether posted a&nbsp;Q4 revenue of $68.1 billion, 73% year-on-year growth and an earnings per share (EPS) of $1.62, both exceeding the analysts’ consensus estimates of $66.12 million and $1.54 respectively, according to Fiscal AI data.&nbsp;<h2 class="st-heading-2">‘Michael Jordan Like’ Quarter</h2>Speaking to Bloomberg Television, Ives described Nvidia’s latest results in glowing terms, comparing its performance to that of basketball legend Michael Jordan and emphasizing the scale of its projected $78 billion in revenue for the upcoming quarter.<blockquote>“The street continues to underestimate Nvidia’s demand.&nbsp; What we saw from Nvidia, the AI bubble eccentric gets thrown out the window.”-Dan Ives,&nbsp;Managing Director, Wedbush Securities</blockquote><a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> traded over 1% higher in Thursday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock flipped to ‘extremely bullish’ from ‘neutral’ territory the previous day, while message volume shifted to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<h2 class="st-heading-2">Capex And Data Center Demand Drive Thesis</h2>Ives stressed that the core issue is not speculative hype but tangible investment. Corporate capital spending tied to AI buildouts continues to expand, reinforcing Nvidia’s dominance in high-performance chips that power large-scale computing workloads.He contended that the company remains years ahead of rivals in both technology and ecosystem strength. In his view, competitors are roughly three to four years behind, giving Nvidia a substantial lead as enterprises and governments accelerate spending on AI-driven data centers.In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/DivesTech/status/2026981316932350292">post</a> on the X platform, Ives projected that Nvidia could reach a $6 trillion market capitalization by 2027, calling the current period only the early chapter of a sweeping technology transformation.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_26_083643_png_b6ae0a64f5.webp" alt="Screenshot 2026-02-26 083643.png" width="649" height="220"></figure><h2 class="st-heading-2">The China Conundrum&nbsp;</h2>Nvidia continues to face uncertainty over its China business, as, according to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/02/26/congress-pushes-back-on-nvidia-white-house-with-chip-export-limits.html?taid=69a0474a5a823e0001d0ea5d&amp;utm_campaign=trueanthem&amp;utm_content=main&amp;utm_medium=social&amp;utm_source=twitter">report</a>, republican lawmakers are escalating efforts to tighten U.S. oversight of advanced semiconductor exports to China.The House Foreign Affairs Committee advanced legislation that would allow lawmakers a 30-day window to examine and potentially block exports of modern chips to adversarial nations.&nbsp;NVDA stock has gained over 30% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-bfly-stock-surge-more-than-23-pre-market-today/cZTG9nVRIbY">Why Did BFLY Stock Surge More Than 23% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The logo of Nvidia is displayed on a smartphone screen. (Photo by Li Hongbo/VCG via Getty Images)

Dan Ives Believes Nvidia Dominance Is Underestimated, Says AI Spending Proves Skeptics Wrong: Report 

Speaking to Bloomberg Television, Ives described Nvidia’s latest results in glowing terms and emphasized the scale of its projected $78 billion revenue outlook for the upcoming quarter.

The Nvidia logo appears on a smartphone screen. (Photo by Samuel Boivin/NurPhoto via Getty Images)

Will Nvidia’s Next Peak Take Time? Insiders Have Sold Billions Even As Earnings Keep Surpassing Expectations

Nvidia insider trades in the last two years have almost exclusively been sales.

<ul class="summary-bullets"><li>Nvidia reported Q4 sales and profit above market expectations; Q1 sales view also came in notably higher than targets.</li><li>Nvidia’s analyst call lacked Nvidia’s usual “early innings" table pounding message - Gene Muster.</li><li>Investors noted Nvidia’s comment about the Chinese market, where it is yet to generate sales.</li></ul>Nvidia Corp. shares reversed gains in the after-market session on Wednesday&nbsp;following blowout results and an upbeat forecast from the AI chipmaker, leaving some investors questioning the forward trajectory.After the&nbsp;financial numbers were released, shares initially climbed more than 3% before retreating during the analyst call. The stock recovered a bit toward the tail end of the session,&nbsp;but was still down in overnight trading.Although Nvidia’s post-earnings move is consistent with the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-earnings-today-could-swing-ai-trade-amd-intel-tsmc-among-stocks-to-watch/cZRUU4UR46i">past trend</a>, investors pondered over the reason for the muted reaction.&nbsp;Deepwater Management’s Gene Muster said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2026788908231471522?s=20">X post</a> that the call lacked Nvidia’s usual “early innings" table pounding message. “Jensen is leading with data over his typical bombardment of bullish adjectives,” he said,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2026813478686622088?s=20">adding</a> that the move also underscores investors' concerns over long term growth.CNBC’s Jim Cramer&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jimcramer/status/2026784128553628085?ref_src=twsrc%5Egoogle%7Ctwcamp%5Eserp%7Ctwgr%5Etweet">said</a> he believes management comments about China triggered the slide. “I think that’s a mistake,” he said on X.Nvidia CFO Colette Kress said the company is yet to generate revenue from China and was engaged with the U.S. and Chinese governments to secure approval for its H200 chips. The company also clarified that data center revenue for the fourth quarter and the first-quarter forecast for the segment do not include sales in China.<h2 class="st-heading-2">Earnings Recap</h2>Nvidia&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/jensen-huang-says-nvidia-close-to-partnership-with-openai-xai-grok/cZRyj7yRIGM">reported</a> January quarter sales and adjusted profit well above estimates (Revenue: $68.13 billion vs $66.21 billion est.; EPS: $1.62 per share vs $1.53 est.). Revenue in the company’s mainstay data center segment surged 75% to $62.3 billion.Nvidia forecast current quarter sales of $78 billion, plus or minus 2% – also way higher than analysts' average estimate of $72.60 billion.<h2 class="st-heading-2">Retail Discuss Strategy After Muted Move</h2>On Stocktwits, retail sentiment around NVDA shares soared to ‘extremely bullish’ as of late Wednesday, from ‘bearish’ the previous day, amid ‘extremely high’ message volume. Members discussed the muted reaction and whether that offered an attractive entry point or a signal to sell.A user posted: “I am now confused by the stock. I have watched for the last several quarters blowout earnings and guidance. Yet...the market shrugs it off and the stock remains in a compressed trading range. For the first time, I am considering lightening up my position and allocating the funds elsewhere. Anyone else considering doing the same?”<stembedurl>https://www.stocktwits.com/redbugs/message/645925329</stembedurl>“The reason it dropped was during the call when asked about China, Jensen said they actually haven't had a single order sent to China for the H200. Somehow they looked at that as a bad thing when in reality it's not… Really dumb. I expect this to be up by morning.”<stembedurl>https://stocktwits.com/JustWin88/message/645924959</stembedurl>“Looks like history repeats,”&nbsp;<a href="https://stocktwits.com/Holdmybagz/message/645922978">said</a> another user, referring to the historic trend of weak stock performance even after blowout earnings.<h2 class="st-heading-2">NVDA Stock Move</h2>To be sure,&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia shares</a> posted gains for four straight days, gaining about 4.6%, before its earnings report. As of the last close, NVDA is up nearly 5% year to date but 6% lower than its record high from Nov. 3.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Nvidia Stock Gives Up Gains Overnight After Blowout Q4 As China Concerns Dampen AI Euphoria

After a see-saw move, NVDA stock closed slightly higher in Wednesday’s after-market session but slipped in overnight trading.

<ul class="summary-bullets"><li>Nvidia’s earnings come amid heightened scrutiny over whether AI-driven investment can maintain its breakneck pace.</li><li>Investors are expected to dissect details about Blackwell shipments and forward-looking commentary on Vera Rubin.</li><li>The stock saw a 25% increase in retail messages on Stocktwits over the last 24 hours.&nbsp;</li></ul>Nvidia Corp. (NVDA) is set to release its fourth-quarter results on Wednesday, with investors watching closely for signals about the durability of the artificial intelligence spending boom that has powered the chipmaker’s meteoric rise.Analysts expect Nvidia to report a 68% YoY rise in fourth-quarter (Q4) revenue to $66.12 billion, and an 80% YoY increase in earnings per share to $1.53, according to Fiscal AI data.<h2 class="st-heading-2">What Are Stocktwits Users Saying?&nbsp;</h2><a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> inched 0.6% higher in Wednesday’s premarket. On Stocktwits, retail sentiment around the stock flipped to ‘neutral’ from ‘bearish’ territory the previous day, and message volume shifted to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_25_074332_png_cb09bbcf57.webp" alt="Screenshot 2026-02-25 074332.png">The stock saw a 25% increase in retail messages over the last 24 hours.&nbsp;True to the sentiment meter, Stocktwits users were divided in their opinion about the AI bellwether’s earnings. One user said the ‘pressure is worse this time.’<stembedurl>https://stocktwits.com/tommy_john/message/645816590</stembedurl>Another user echoed the sentiment, asking retail longs to lower their expectations.&nbsp;<stembedurl>https://stocktwits.com/_Stonkytonk_/message/645817063</stembedurl>However, a bullish user suggested the stock could reach $205 after earnings.&nbsp;<stembedurl>https://stocktwits.com/MikeTB/message/645817383</stembedurl><h2 class="st-heading-2">AI Spending Surge Fuels Expectations</h2>The earnings update comes amid heightened scrutiny over whether AI-driven investment can maintain its breakneck pace, as market participants look to Nvidia’s numbers and guidance for clues about what comes next.Investors are expected to dissect details about Blackwell shipments and forward-looking commentary on Nvidia’s next platform, Vera Rubin. Major cloud providers, including Amazon, Microsoft, and Alphabet, rank among the top purchasers of Nvidia’s chips.On Monday,&nbsp;DA Davidson and JPMorgan gave bullish recommendations, citing that while Nvidia’s peers’ stock prices already factor in a multi-year AI expansion, the chip giant’s current valuation primarily anticipates peak AI demand in 2026, presenting a potential opportunity for investors.NVDA stock has gained over 52% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crowd-strike-selloff-overdone-anthropic--security-tool-debut-jp-morgan/cZRyPmfRIGT">CrowdStrike Selloff ‘Overdone’ After Anthropic’s Security Tool Debut, Says JPMorgan</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

An illustrative stock graph displayed on a screen and Nvidia logo displayed on a phone screen. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

Nvidia Q4 Earnings Today – Retail Says 'Pressure Is Worse This Time’ 

Analysts expect Nvidia to report a 68% YoY rise in Q4 revenue to $66.12 billion, and an 80% YoY increase in earnings per share to $1.53, according to Fiscal AI data. 

SOXX
iShares Semiconductor ETF

Feed

News

Sentiment

Fundamentals

Info

Latest SOXX News

SOXXiShares Semiconductor ETF