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Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is trending as the community dissects recent price action and debates future prospects following earnings. Optimism around AI projects like Optimus is countered by concerns about EV sector challenges and valuation. Traders are actively discussing short squeezes and potential price movements.

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

Shares of Super Micro Computer are seeing volatility, with community members discussing the potential reasons behind the price movement, including delayed revenue recognition and concerns about management's communication. Despite some worries, many allude to the company's long-term growth potential in AI and robust demand, viewing the current dip as a buying opportunity. Discussions also include speculation about potential acquisitions and the impact of broader market trends.

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

GameStop ($GME) is trending as traders discuss its potential to mirror Beyond Meat's ($BYND) recent surge, with some highlighting the possibility of a short squeeze and drawing parallels to the stock's 2021 frenzy. The community is actively analyzing technical indicators and waiting for a catalyst, while also debating the influence of key figures and market manipulation. Despite some skepticism, many express strong conviction in GME's long-term potential, citing its cash reserves and brand recognition.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IONQ is trending due to speculation about potential government equity stakes in quantum computing firms, fueled by a Wall Street Journal report, though conflicting reports have emerged. The community is debating the validity and implications of this news, with some viewing it as a positive catalyst while others suspect a pump and dump scheme. The discussions also include comparisons to other quantum computing stocks and the broader implications for the sector.

Bleichroeder Acquisition Corp. I is a blank check company. It was formed for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded by Andrew Stephen Gundlach and Michel Combes on June 24, 2024 and is headquartered in New York, NY.

Bleichroeder Acquisition Corp. I - Ordinary Shares - Class A

Bleichroeder Acquisition Corp I

Bleichroeder Acquisition Corp I (BACQ) is trending following bullish sentiment from Citron Research and excitement around its merger with Merlin Labs, an AI autonomous flight technology company with government contracts. The community is discussing the potential for significant gains, partnerships with major aerospace companies, and a relatively low float which could lead to a substantial price increase. Some are comparing BACQ to other successful SPACs and highlighting its potential in the defense and AI sectors.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending amidst discussions around its Q3 earnings, potential software growth concerns, and strategic positioning in the AI and quantum computing sectors. Community members are weighing the positive earnings report against slower growth in Red Hat, while also considering the long-term potential of IBM's AI and quantum initiatives. Additionally, the possibility of government stakes in the quantum industry, potentially involving IBM, is generating interest.

Oscar Health, Inc. is a health insurance company, which serves its customers through a technology platform. It offers individual and family, small group and medicare advantage plans, and technology platform to others within the provider and payor space. The company was founded by Mario Tobias Schlosser, Kevin Nazemi, and Joshua Kushner on October 25, 2012 and is headquartered in New York, NY.

Oscar Health Inc - Ordinary Shares - Class A

Oscar Health ($OSCR) is trending amid speculation around the extension of ACA subsidies, with community members anticipating a potential rally if an agreement is reached. Recent partnerships and positive Q1 growth are also fueling optimism, while some traders point to technical indicators suggesting a breakout. However, negative sentiment persists among some investors who cite concerns about the company's financial health and competitive pressures within the healthcare insurance sector.

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

Shares of RGTI are volatile as investors react to conflicting reports regarding potential government investment in quantum computing firms, leading to debates about the legitimacy and impact of the news. The community is actively discussing whether the stock is overvalued and if the recent price surge is sustainable, with some anticipating a correction. Broader discussions include the long-term commercial viability of quantum computing and the competitive landscape with established tech giants.

Ventyx Biosciences, Inc. engages in developing novel small molecule therapeutics for the treatment of autoimmune diseases. Its clinical stage pipeline includes VTX958, a Phase 1 allosteric TYK2 inhibitor for the treatment of a broad range of autoimmune diseases, VTX002, a Phase 2-ready S1P1 receptor modulator for the treatment of ulcerative colitis, and VTX2735, a Phase 1-ready peripheral inhibitor of the NLRP3 inflammasome, which is a mediator of multiple inflammatory conditions. The company was founded by Raju S. Mohan on November 21, 2018 and is headquartered in San Diego, CA.

Ventyx Biosciences Inc

Ventyx Biosciences ($VTYX) is trending due to Phase 2 trial hype, with discussions around its potential in cardiovascular treatment. Community members are actively debating shorting opportunities and potential price targets, fueled by unusually high trading volume. Bullish sentiment anticipates further upgrades and a potential squeeze, while bears cite cash runway concerns and an offering.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. It provides customers with access to the company’s quantum computing systems via the cloud in the form of quantum computing as a service. It offers professional services such as customer assistance in identifying and implementing quantum-computing applications. The company was founded on January 25, 2022 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Wave Quantum ($QBTS) is surging amid speculation that the Trump administration may take equity stakes in quantum computing firms, driving excitement and debate within the investment community. While some investors are optimistic about potential government backing and the future of quantum computing, others are skeptical, citing concerns about overvaluation and the source of the initial news. Community members are actively discussing the validity of the reports and the potential impact on the broader quantum computing sector.

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<ul class="summary-bullets"><li>Supermicro now expects Q1 revenue to come in around $5 billion, down from earlier guidance of $6 billion to $7 billion.</li><li>The company will release its Q1 earnings on November 4.</li><li>Supermicro sees continued demand for its advanced GPU and server solutions.</li></ul>Super Micro Computer Inc. (SMCI) slashed its first-quarter (Q1) revenue guidance on Thursday,&nbsp;stating that some of the expected Q1 revenue had been deferred to the next quarter.&nbsp;&nbsp;The high-performance computing systems provider disclosed that recent design wins exceeding $12 billion are now slated for delivery during the second quarter of fiscal 2026.<h2 class="st-heading-2">Revised Q1 Revenue Outlook</h2>Supermicro now expects Q1 revenue to be around $5 billion, down from earlier guidance of $6 billion to $7 billion. The company is slated to release its Q1 earnings on November 4.&nbsp;The firm plans to provide more detailed guidance and an outlook on expected Q2 deliveries and financial performance during the upcoming earnings call.Following the business update,&nbsp;<a href="https://stocktwits.com/symbol/SMCI">Super Micro Computer stock</a> traded 5% lower after the morning bell, and it was the top-most trending equity ticker on Stocktwits. However, retail sentiment around the stock remained in ‘bearish’ territory, and message volume shifted to ‘normal’ from ‘low’ levels in 24 hours.&nbsp;<h2 class="st-heading-2">Demand Remains High</h2>Supermicro said it continues to see substantial demand for its advanced GPU and server solutions, including systems built with Nvidia GB300, B300, and RTX Pro chips, as well as Advanced Micro Devices 355X LC processors.<blockquote>“Supermicro is seeing outstanding levels of customer engagements for newly released AI liquid cooled solutions along with numerous key customers ramping large, multi-quarter, volume deployments.”&nbsp;–Charles Liang, President and CEO, Supermicro.&nbsp;</blockquote>“We see customer demand accelerating, and we are gaining AI share, reiterating revenue of at least $33B for FY 2026 with the expectation of delivering more,” he said.Super Micro Computer stock has gained over 67% in 2025 and over 12% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-nio-corp-stock-rising-today/cLG4iKMR3AC">Why Is NioCorp Stock Rising Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Supermicro (Super Micro Computer) logo is seen displayed on a smartphone screen.

Super Micro Stock Tumbles After Company Slashes Q1 Revenue Outlook

Supermicro now expects Q1 revenue to come in around $5 billion, down from earlier guidance of $6 billion to $7 billion.

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SMCI vs. VRT: Which Liquid Cooling Provider is a Better Pick Now?

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