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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 quarterly report beat expectations and raised its full-year outlook, but the stocks reaction was muted and volatile. Traders are weighing strong AI-computing demand against heavy capital spending, debt and interest costs, and potential dilution.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists Q3 results are driving attention, with traders highlighting sharply improved gross margins and profitability from Samsung licensing revenue and stronger product margins. The reaction is broadly upbeat, but investors are debating the steep sequential drop in product sales and whether it signals reduced SK hynix supply; Micron licensing revenue expected in Q4 is seen as a possible offset.

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 under pressure as a board investigation into CEO Jensen Huangs admitted affair with an executive at a customer brings scrutiny over possible disclosure, national-security and export-control risks; claims that the executive was linked to Chinese intelligence remain unproven. Traders are split between treating the selloff as a buying opportunity because they see the business as intact and worrying about legal or regulatory fallout and a possible CEO departure.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigettis Q3 results, particularly a revenue miss and weaker-than-expected outlook, have fueled selling and renewed concerns about commercialization, cash burn, and valuation. Some traders remain bullish on its quantum hardware progress and potential sector rebound, but the discussion is dominated by bearish reactions to the business results.

Amprius Technologies, Inc. engages in the development, manufacture, and market of lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the following geographical segments: North America, EMEA, and Asia Pacific. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius Q3 results are driving attention: revenue beat expectations and the company raised its 2026 outlook, but an EPS miss and negative EBITDA prompted a selloff. Traders are split between viewing the shortfall as minor relative to growth and guidance, and worrying about profitability and near-term weakness.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

The pending FDA decision on Capricors deramiocel treatment for Duchenne muscular dystrophy dominates discussion, with traders citing HOPE-3 results, an American Heart Association award and physician support as reasons for optimism. Others emphasize regulatory uncertainty and prior FDA concerns, while the earnings update is largely viewed as secondary; the debate is playing out amid sharp share-price volatility.

Firefly Aerospace, Inc. engages in the design and manufacture of space launch vehicles. The company was founded by Thomas E. Markusic, Mark Watt, and Max Polyakov in January 2017 and is headquartered in Leander, TX.

Firefly Aerospace Inc.

A Q3 earnings beat, sizable backlog and positive revenue outlook are driving attention, alongside Fireflys Synspective multi-launch agreement. Traders see contract growth as a bullish sign but remain concerned about cash burn and launch execution, with some frustrated by the muted share reaction to the results.

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 is drawing attention ahead of its Q3 report, with traders treating CoreWeaves strong results and raised outlook as a positive signal for AI-compute demand. Bulls expect Nebius to benefit, while skeptics question whether growth can be financed sustainably and capacity delivered without excessive debt or dilution.

LightPath Technologies, Inc. engages in the design, development, manufacture, and distribution of optical and infrared components. Its products include molded glass and assemblies, infrared molded lenses, diamond turned, conventional ground and polished ground lenses and assemblies, and collimator assemblies, which are used in applications involving light detection and ranging technology. The firm supports a range of customers in the field of industrial, laser, defense, medical, telecommunications, and instrumentation. The company was founded in1985 and is headquartered in Orlando, FL.

Lightpath Technologies, Inc. - Ordinary Shares - Class A

LightPaths fiscal Q1 results are driving attention, with traders weighing revenue growth, a record backlog and strong order growth against concerns that results were merely in line and upbeat commentary may not translate quickly into execution. Reactions are split between long-term optimism about defense and optics demand and disappointment over weak after-hours trading.

Kura Oncology, Inc. operates as a clinical-stage biopharmaceutical company, which engages in the research and development of medicines for the treatment of cancer. Its pipeline includes Tipifarnib, which is a Farnesyl transferase inhibitor for HRAS Mutant Solid Tumors, Chronic Myelomonocytic Leukemia, KO-947, which is an ERK inhibitor for MAPK Pathway Tumors, and KO-539, which is a Menin MLL inhibitor for acute leukemias. The company was founded by Troy E. Wilson, Yi Liu, Pingda Ren and Antonio Gualberto on August 22, 2014 and is headquartered in San Diego, CA.

Kura Oncology Inc

Kuras Q3 update on KOMZIFTIs commercial launch is drawing attention, with growth in prescriptions outpacing new patient starts and encouraging some traders about repeat use and launch momentum. Others question the weak share-price reaction and point to competition in the menin-inhibitor market, including potential frontline AML rivals.

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Do you think Jensen Huang will be removed as Nvidia’s ($NVDA) CEO?

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Stocktwits

NVIDIAs selloff is dominated by concerns over CEO Jensen Huangs admitted affair and allegations that the woman involved had ties to Chinese intelligence, prompting a board investigation and debate about disclosure, export-control risks, and his future as CEO. Traders are split between calling the drop an overreaction and buying the dip on confidence in AI-chip demand, and anticipating further losses if the investigation leads to Huangs departure.

Do you think Jensen Huang will be removed as Nvidia’s (

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Toby Flenderson

@StocktwitsPolls could lose family and stop caring

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JohnWicksPencil

@StocktwitsPolls We have NVidia&#39;s Jensen Huang and AMD&#39;s Lisa Su. But which is which? 
I&#39;m so confused.

 We have NVidia's Jensen Huang and AMD's Lisa Su. But which is which? 
I'm so confused.

DrewKaiser

@StocktwitsPolls p*ssy is one hell of a drug. Even top tech giant CEOs stand no chance...

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 p*ssy is one hell of a drug. Even top tech giant CEOs stand no chance...

Endure and Persist

@StocktwitsPolls Data centers not popular. A.I. is hacking everyone. Energy costs are an issue. 
And now a tech bro got with a Chinese spy. This isn&#39;t going to go away. It will get political, which in this case is appropriate.

 Data centers not popular. A.I. is hacking everyone. Energy costs are an issue. 
And now a tech bro got with a Chinese spy. This isn't going to go away. It will get political, which in this case is appropriate.

Howard Davis

@StocktwitsPolls he isn’t being removed everyone knows he is Nvda.

 he isn’t being removed everyone knows he is Nvda.

Yeptrade

@StocktwitsPolls He could have survived an extra-marital affair of at least 11 months. He might have been able to survive a relationship and affair with an executive at a company that was illegally smuggling prohibited chips to China. But giving carnal knowledge to Chinese spy is a step too far. Not knowing she was a spy is irrelevant (does anyone actually know they are being swindled by a spy and keep going back?). He&#39;s tainted in a way that won&#39;t wash off. He can&#39;t stay if they are ever going to get back to their former prominence. He&#39;s an overhang for as long as he stays, and ironically they&#39;ll take a hit if he leaves, but it should be only a temporary hit.

 He could have survived an extra-marital affair of at least 11 months. He might have been able to survive a relationship and affair with an executive at a company that was illegally smuggling prohibited chips to China. But giving carnal knowledge to Chinese spy is a step too far. Not knowing she was a spy is irrelevant (does anyone actually know they are being swindled by a spy and keep going back?). He's tainted in a way that won't wash off. He can't stay if they are ever going to get back to their former prominence. He's an overhang for as long as he stays, and ironically they'll take a hit if he leaves, but it should be only a temporary hit.

Mike

@StocktwitsPolls https://www.youtube.com/watch?v=pHRBcDkkYnI

Provided to YouTube by Epic/Legacy Wang Dang Sweet Poontang · Ted Nugent Cat Scratch Fever ℗ 1977 Epic Records, a division of Sony Music Entertainment Released on: 1992-04-12 Background Vocal, Vocal: Derek St.