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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

A strong quarterly earnings beat and first reported profit, driven by rapid growth in AI compute and Starlink, are driving attention; traders are also reacting to Musks ambitious revenue outlook. Bulls welcome the results, while skeptics argue that heavy AI infrastructure spending, a lofty valuation, and upcoming share unlocks may limit the stocks response.

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 Q1 update, which sharply raised its revenue outlook and projected higher gross margins on AI-platform demand, is the dominant catalyst. Traders welcomed the stronger outlook but debate whether it can sustain a rebound, citing the stocks volatile pullback and lingering concerns about execution, governance, and the broader AI trade.

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 earnings beat expectations, but softer fourth-quarter guidance and a reduced advertising outlook reignited concerns about slowing growth, prompting a sharp selloff. Traders are split between viewing the reaction as overdone given the profitable quarter and buybacks, and worrying that weaker growth and competition will weigh on the business.

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

Reported Chinese orders for export-compliant Nvidia workstation GPUs are drawing attention, with traders viewing the demand and supply constraints as bullish while noting the stock has not responded strongly. The discussion also weighs that demand against concerns about AI infrastructure spending, financing and the recent weakness in semiconductor shares.

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

Anticipation of Teslas quarterly results dominates, with traders debating pressure on margins and valuation versus possible updates on robotaxis, Optimus and AI. SpaceX merger speculation adds to the bullish chatter, though some traders say no deal is confirmed and expect a possible sell-the-news reaction.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is drawing attention after a sharp semiconductor-sector selloff and a volatile rebound, with traders citing JPMorgans upgrade to Neutral and improved execution while watching for earnings. Bulls also point to reported foundry customer prospects and Intels AMD AI-software collaboration, while skeptics question whether the turnaround can sustain the recovery.

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. 

Traders attributed NBISs rebound to strong SpaceX results and commentary they saw as evidence of continued demand for AI compute, lifting the broader neocloud group. The optimism is tempered by concerns over debt, funding needs and AI infrastructure spending, with traders divided on whether the bounce can hold.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is caught in a sharp selloff across AI neocloud and data-center stocks amid concerns about financing, AI infrastructure returns, and possible industry consolidation. Traders are divided: some point to co-CEO Daniel Roberts comments that IRENs data centers were built with cash and to its customer contracts as reassurance, while others remain concerned about execution, delays, dilution, and the stocks weakness versus peers.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS is drawing attention as traders await the 80th-death trigger for final analysis of its Phase 3 REGAL AML trial; the last disclosed count was 78, and no results announcement is confirmed. A sharp share-price rebound has fueled speculation about favorable data and a potential buyout, while some traders say the move lacks a confirmed company catalyst and stress that the trial outcome remains uncertain.

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

Debt and refinancing concerns, amplified by HSBCs bearish assessment, are driving debate as traders weigh further downside against a sharp rebound and potential short squeeze. Bulls point to strong AI-compute demand and reported GPU price increases, while skeptics question whether CoreWeaves backlog can offset its financing needs.

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EXCLUSIVE: POET Stock Rallies To Near 11-Year High – Wolfpack Says Market Will ‘Render Its Verdict‘ By 2027

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Wolfpack Research told Stockwits that releasing its findings before the April 15 tax deadline was intended to help shareholders avoid the need to file amended returns later.


EXCLUSIVE: POET CFO Says $430M War Chest Fuels 'Three C's' Strategy To Win Hyperscaler Deals

In an exclusive interview with Stocktwits, POET Technologies CFO said the company is scaling production from 1 million to as many as 10 million optical devices per month to meet hyperscaler requirements.

EXCLUSIVE: POET CFO Confirms Orders From Marvell – Waiting To ‘Hear Back’ From Foxconn, Luxshare

In an exclusive interview with Stocktwits, POET CFO accused short seller Wolfpack Research of deliberately timing its report ahead of tax day to create unnecessary anxiety among investors.

EXCLUSIVE: POET CFO Calls Short Sellers ‘Maggots’ – Dismisses Wolfpack Tax-Day Fears As ‘Nothing Burger’

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<ul class="summary-bullets"><li>POET Technologies shares surged more than 20% on Wednesday, reaching their highest level since July 2015.</li><li>However, Wolfpack Research told Stocktwits that the market would “render its verdict” in a year and that “shareholders deserve better.”</li><li>The short seller said investors should direct concerns about the PFIC issue toward POET’s management, not the firm.</li></ul>Shares of POET Technologies (POET) rallied to an 11-year high on Wednesday as it continued to rally following Wolfpack Research’s report last week, but the short seller believes the market will “render its verdict” a year from now.&nbsp;“A year from now, the market will render its verdict. Management is financially insulated regardless of the outcome,” Wolfpack told Stocktwits over email. “The same dismissiveness they direct at critics today will likely be directed at disappointed long investors tomorrow. We believe shareholders deserve better.”<a href="https://stocktwits.com/symbol/POET/">POET’s stock</a> gained over 20% in afternoon trade on Wednesday, paring gains after hitting a near 11-year high of nearly $12.95 and is on track to close the day with a weekly gain of over 60%. The last time POET’s shares were trading at this level was in July 2015. It was among the top trending tickers on Stocktwits at the time of writing. Retail sentiment on the platform around POET trended in ‘extremely bullish’ territory over the past day, accompanied by chatter at ‘extremely high’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_22_140144_png_ff81fcef5d.webp" alt="Screenshot 2026-04-22 140144.png" width="1274" height="152"><figcaption>POET retail sentiment and message volume on April 22 as of 2:30 p.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">POET Stock Rallies Amid Ongoing Short Seller Debate</h2>The rebuttal from Wolfpack comes after POET Technologies chief financial officer Thomas Mika told Stocktwits that&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/poet-cfo-calls-short-sellers-maggots-dismisses-wolfpack-tax-day-fears/cZBIifdRICV">all short sellers were “maggots”</a> and that Wolfpack’s allegations were just a “nothing burger.”&nbsp;One of those allegations was that POET’s accumulation of cash through share dilution could make it a Passive Foreign Investment Company (PFIC), triggering complex IRS compliance requirements and punitive tax rates for U.S. shareholders.&nbsp;“Investors should direct their frustration at management, not at us,” Wolfpack said, noting that POET filed its annual 20-F on March 31, where it stated it did not believe it qualified as a PFIC.The short seller said it identified the issue only after reviewing that filing and moved quickly to validate its conclusions. “Had we waited until after April 15, investors could have faced the burden of filing amended returns,” Wolfpack said, calling its timing “responsible.”WolfPack also questioned POET’s subsequent actions, including efforts to address the PFIC issue and plans to redomicile. “These are not the actions of a company that believes the issue is inconsequential,” it said.The short seller reiterated that the company has a pattern of missed milestones over multiple years, and that investor enthusiasm may be running ahead of operational progress.POET's stock has gained nearly 90% this year and more than quadrupled in value over the past 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/poet-cfo-confirms-orders-from-marvell-waiting-on-foxconn-luxshare/cZBINvkRI65">EXCLUSIVE: POET CFO Confirms Orders From Marvell – Waiting To ‘Hear Back’ From Foxconn, Luxshare</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Poet Technologies logo displayed on a smartphone screen. The company's stock rose over 23% on Tuesday (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Wolfpack Research told Stockwits that releasing its findings before the April 15 tax deadline was intended to help shareholders avoid the need to file amended returns later.

EXCLUSIVE: POET Stock Rallies To Near 11-Year High – Wolfpack Says Market Will ‘Render Its Verdict‘ In A Year

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POET Technologies Inc

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