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Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceXs stronger-than-expected quarterly results and rapid growth in its AI compute business have driven attention, alongside Musks ambitious expansion outlook and talk of a possible Tesla merger. Many traders welcomed the results and rallied around the growth story, while others questioned the forecasts, valuation and heavy capital spending.

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

Super Micros preliminary quarterly sales and gross-margin outlook came in well above its prior guidance, with the company citing stronger demand for AI platforms. Traders largely welcomed the update as evidence of accelerating AI-server demand and speculated about a short squeeze, while others questioned cash flow, execution and whether the improved margins can hold.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs quarterly profit beat was overshadowed by a softer fourth-quarter outlook, slowing revenue growth and a reduced advertising-revenue forecast. Traders focused on growth and ad-business execution amid streaming competition, while some argued the selloff was excessive given the solid quarter and continued profitability.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

LUNR is drawing attention amid a steep selloff across space stocks, with traders debating whether sector pressure and competition for investor interest from SpaceX are driving the decline or whether company-specific concerns including a recent earnings miss, cash burn and dilutionare weighing more heavily. Some investors are watching for upcoming NASA CLPS milestones and mission updates as potential catalysts, while others remain bearish on the stocks outlook.

TRUMP is a politics-themed digital coin built on the Solana blockchain that uses the brand of Donald Trump to foster a community-driven ecosystem. As a community-focused asset, it is designed to bridge political support with web ownership, operating within the PolitiFi sector to blend political movements with decentralized finance tools. The project's main value proposition lies in its official ties to Donald Trump’s media and business brands, which allows it to provide unique physical utility such as invitations to gala dinners and meetings at Mar-a-Lago.  The token serves as the primary currency for the officially licensed Trump Billionaires Club mobile and web game, where it is used for in-game purchases and unlocking features. By leveraging the Solana blockchain, the project ensures that these in-game actions and token transfers remain fast and cost-effective. The ecosystem remains stable through a programmatic release schedule that introduces new tokens slowly to prevent supply shocks, alongside the use of specialized market makers to maintain consistent liquidity for traders.  Holders can also participate in liquidity sharing by providing their tokens to automated systems to facilitate trading for others, often earning rewards or prizes in return. Beyond digital utility, holding a specific amount of the token is a requirement for attending exclusive real-world events, including VIP parties at Mar-a-Lago. The project is managed by the Trump Meme Team and is linked with Trump Media, with an investor base that includes a wide range of retail buyers and large holders who utilize secure custody services for their assets.

Trump For President

The Official Trump meme coin is drawing attention amid its steep decline from launch highs, with many traders alleging a rug pull and pointing to retail losses; bullish voices counter that it could rebound, while some cite a token unlock as a potential volatility catalyst.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Attention centers on the QualcommArm contract dispute and Judge Noreikas decision on Qualcomms request for a five-year royalty pause; traders note that the jury awarded only nominal damages, but the potential royalty impact remains unresolved. The discussion is split between concern about that legal overhang and hopes for a rebound after a sharp selloff, alongside criticism of Arms valuation.

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

The FAAs certification of Boeings 737 MAX 10 is the dominant topic, with bullish traders viewing it as a long-delayed milestone that could unlock deliveries, while skeptics say approval alone wont fix production bottlenecks or improve cash flow. The muted stock reaction has fueled sell the news frustration and sharpened the debate over whether Boeing can turn certification into higher deliveries.

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 steep selloff and repeated lows dominate discussion, with traders pointing to share dilution and founder selling alongside the risks of a pre-revenue reactor developer whose commercialization is still years away. Some see an oversold buying opportunity tied to long-term AI power demand and nuclear-sector potential, but bearish frustration and uncertainty about whether the decline has bottomed are more prominent.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf CEO Paul Pragers public comments on strong long-term power demand, project execution and the companys powered-shell modelproviding data-center space and power without owning depreciating GPUshave fueled renewed interest and a sharp rebound after a steep selloff. Bulls see the comments as a case for separating WULF from debt-heavy neocloud peers, while skeptics view the move as a relief bounce and remain concerned about financing, execution and broader AI-infrastructure weakness.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuits outlook below expectations despite a quarterly earnings beat, alongside slower customer growth and concerns about AI competition and TurboTax pricing, has driven the discussion. Traders are split between buying the selloff as an overreaction and expecting further weakness as the company works to prove its growth strategy.

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ALAB vs. CSCO: Which AI Infrastructure Stock Is a Better Buy?

Astera Labs' strong AI connectivity growth and 81.5% stock surge stand out, but Cisco offers greater upside potential with robust networking demand and a lower valuation.

Credo's SRMO Workstream: Can Micro-Emitter Optics Unlock AI Growth?

CRDO is helping shape next-generation AI data center connectivity through an OCP workstream targeting 2027 approval for micro-emitter optics specifications.

Lumentum, Astera Labs, and Corning to Demonstrate 1060 nm VCSEL-Based PCIe over Optics for AI Rack-Scale Connectivity at the 2026 OCP Global Summit

Lumentum Holdings Inc. (NASDAQ: LITE), Astera Labs, Inc. (NASDAQ: ALAB), and Corning Incorporated (NYSE: GLW) today announced a joint demonstration of PCIe-over-optics connectivity for AI rack-scale architectures at the 2026 OCP Global Summit in San Jose, California. The rack-level demonstration...

ALAB Expands PCIe Portfolio With Aries 7: Can it Beat MRVL & CRDO?

Astera Labs expands its PCIe portfolio with Aries 7, strengthening its AI connectivity push against Marvell and Credo amid surging demand and stiff competition.


CRDO's Retimer Business Gains Steam: Can the Momentum Continue?

Credo Technology's retimer portfolio is emerging as a key growth engine as AI infrastructure demand drives record revenue and new product gains.

Why Is Astera Labs Stock Surging on Tuesday?

Astera Labs (NASDAQ: ALAB) stock is surging Tuesday amid a broader AI and semiconductor rally. Here's what's driving ALAB shares higher.read more...

Should You Buy, Sell, or Hold ALAB Stock After a 118% YTD Rise?

Astera Labs' 118% YTD rally reflects surging AI connectivity demand, but rich valuation, rising costs and tougher competition cloud the outlook.


MRVL's Alliance With NVDA & MSFT: Can It Challenge ALAB & AVGO ?

Marvell Technology is deepening its ties with NVIDIA and Microsoft to expand AI infrastructure and cloud security as it takes on Broadcom and Astera Labs.

MRVL Stock Skyrockets 221% YTD: Should Investors Buy, Sell or Hold?

Marvell Technology's AI-driven growth is accelerating, but its premium valuation, customer concentration and fierce competition warrant caution.

Credo Stock at a Premium Valuation: Opportunity or Stay Cautious?

CRDO's AI-driven growth, expanding optics portfolio and strong margins support its outlook, but premium valuation and execution risks warrant caution.

Astera Labs, Inc. provides rack-scale AI infrastructure through purpose-built connectivity solutions. The company offers a range of semiconductor-based connectivity solutions designed to address bandwidth, latency, and reliability challenges in AI and cloud data centers. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Mizuho Says Memory Upside Has More Room To Run — Sees Chip Equipment As The Next Opportunity

Equity

Bearish Sentiment

<ul class="summary-bullets"><li>Klein called Micron and memory stocks “dirt cheap” and expects free cash flow to accelerate significantly, according to Investing.com</li><li>Astera Labs was the exception to Klein’s view that most chip stocks look inexpensive relative to their growth potential.</li><li>DRAM equipment sales are projected to rise 39% to $38.8 billion in 2026, according to SEMI.</li></ul>Memory stocks still have room to run, while semiconductor equipment could emerge as the next opportunity in the chip trade, according to Mizuho’s technology, media and telecommunications specialist Jordan Klein.According to the Investing.com&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.investing.com/news/stock-market-news/these-ai-chip-stocks-are-dirt-cheap-mizuho-says-4927418">report</a>, Klein said he has grown more confident in the durability and upside potential of memory, semiconductor equipment, foundries, and parts of the hardware sector, including servers.&nbsp;The analyst added that positioning in semiconductors remains well below summer highs, even as fundamentals have strengthened. Investors should remain overweight the sector, he said.&nbsp;<h2 class="st-heading-2">Chip Equipment Emerges As Another Opportunity</h2>Klein said semiconductor equipment and analog chipmakers are the least-owned parts of the sector. He favored adding equipment exposure in the near term while being more selective with analog names. The analyst noted that SK Hynix and Samsung both closed at their highs in Korea, which is a good sign.As per the report, Klein described Micron Technology (MU) and memory stocks as “dirt cheap” and said free cash flow should accelerate significantly.Micron’s fiscal fourth-quarter (Q4) revenue rose to $54.23 billion from $11.32 billion a year earlier, while the company expects fiscal first-quarter revenue of $61.5 billion, plus or minus $1.5 billion.According to Klein, the main takeaway from Micron’s earnings update was that supply conditions are tight and should tighten further next year.<h2>Astera Stands Out On Valuation</h2>Klein said almost every chip stock looks inexpensive relative to its growth potential, with Astera Labs (<a class="mention" data-mention="$ALAB" data-symbol-id="ALAB" href="https://stocktwits.com/symbol/ALAB" target="_blank">ALAB</a>) being the exception, according to the Investing.com report.Astera reported second-quarter (Q2) revenue of $392.4 million, up 104% year over year, and expects third-quarter revenue of $540 million to $560 million as its Scorpio X-Series fabric switches ramp into volume production.Klein urged investors to look past day-to-day rotations between chip and software stocks, which he attributed to quantitative, passive, and systematic fund flows.<h2>Memory Supply Remains Tight</h2>TrendForce expects conventional DRAM contract prices to rise 10% to 15% sequentially in the fourth quarter. It also expects high-bandwidth memory (HBM) supply to remain constrained through 2027 as it competes with conventional memory for advanced-process and wafer capacity.Spending on semiconductor manufacturing equipment continues to rise, with memory-related investment driving much of the increase. SEMI expects dynamic random-access memory (DRAM) equipment sales to jump 39% to $38.8 billion in 2026, followed by another 27.4% increase in 2027.Korea’s equipment spending is being driven by advanced memory technologies, including high-bandwidth memory.<h2 class="st-heading-2">Retail Sentiment Around <a class="mention" data-mention="$ALAB" data-symbol-id="ALAB" href="https://stocktwits.com/symbol/ALAB" target="_blank">ALAB</a>, MU, DRAM</h2>On Stocktwits, retail investors’ sentiment around <a href="https://stocktwits.com/symbol/ALAB">ALAB stock</a> remained ‘bearish’, while sentiment surrounding <a href="https://stocktwits.com/symbol/MU">MU stock</a> turned ‘extremely bullish’. Sentiment around the Roundhill Memory ETF (DRAM) was ‘bullish’So far this year, Astera Labs stock has rallied over 98%, while Micron stock has surged more than 228%. In comparison, the Roundhill Memory ETF (<a href="https://stocktwits.com/symbol/DRAM">DRAM</a>), which tracks semiconductor companies that produce and supply HBM, NAND, and DRAM, has risen 118% over the same period.See Also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/apple-s-fall-product-cycle-could-support-revenue-growth-says-morgan-stanley-sees-memory-costs-as-an-offsetting-factor/cZD0dCTRBiA">Apple’s Fall Product Cycle Could Support Revenue Growth, Says Morgan Stanley — Sees Memory Costs As An Offsetting Factor</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

SK Hynix Inc. 12-layer HBM4E memory chips on a LPDDR5X CAMM2 memory module arranged at the company's office in Seongnam, South Korea. Photographer: SeongJoon Cho/Bloomberg via Getty Images

Memory stocks still have room to run, while semiconductor equipment could emerge as the next opportunity in the chip trade, according to Mizuho’s technology, media and telecommunications specialist Jordan Klein.

Mizuho’s Jordan Klein reportedly said stronger fundamentals and lighter positioning leave further upside across memory and other parts of the semiconductor sector, with equipment names standing out as an underowned area.

Astera Labs Inc

Roundhill ETF Trust - Roundhill Memory ETF

SK Hynix Inc - ADR

$OUST

$BSX

$ALAB

$CRCL

Which of these trending stocks are you most bullish on right now?

Current Price	$284.80
Prev Close	$286.58
Open	$280.00
Dividend Yield	0.00%
50-Day Moving Average	$313.73
Beta	2.95
Avg. Volume	4.09M
PE Ratio	140.23

52-Week High	$499.48
52-Week Low	$97.89
Market Capitalization	$49.72B
EPS (Annual)	$1.22
Price to Book	28.63
Revenue Per Employee	$1.13M

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