CoreWeave Below $100?! Oversold on Lock-up Expiration?

CoreWeave will face its first major post-IPO share unlock on Friday, with approximately 84% of its Class A shares becoming tradable. These shares are primarily held by company insiders and key supplier Nvidia. The large influx of shares into the market could trigger further selling pressure. The stock fell below $100 yesterday and rebounded a little in the overnight trading. Questions: Is it oversold on lock-up expiration news? Is it a buy under $100?

+ Follow

+16

Richard0208

08-14

To the moon Soon please

Cyberboyz

08-14

Let's wait for next round

Joelwm89

08-13

Wow, quite informative love this

Kong111

08-13

Bullish....after earning result release

xc__

08-12

CoreWeave Earnings Clash: Rally Like SoundHound or Lock-Up Bloodbath?

CoreWeave’s ( $CoreWeave, Inc.(CRWV)$ ) meteoric 250% rise since its March 2025 IPO has investors on edge as Q2 earnings loom on August 12, 2025. The AI cloud powerhouse plans $20-$23 billion in 2025 capex but has only secured $5 billion in debt financing—how it bridges this gap will be the earnings spotlight. SoundHound AI ( $SoundHound AI Inc(SOUN)$ ) surged 21% post-earnings on August 7, but CoreWeave faces a massive lock-up expiration (83% of Class A shares unlocked) right after, potentially flooding the market. Is this a SoundHound-style rally in the making, or a prime SELL CALL opportunity? This deep dive explores CoreWeave’s earnings outlook, lock-up risks, SoundHound comparison, and strategic inve

CoreWeave Earnings Clash: Rally Like SoundHound or Lock-Up Bloodbath?

Shyon

08-12

Nebius: My High-Conviction Bet on the Next AI Infrastructure Giant

How Nebius Came Onto My Radar When I first discovered Nebius Group $NEBIUS(NBIS)$ , it was not by accident. I had been actively scanning the AI and cloud infrastructure landscape, looking for companies that were not only growing but also positioned to become essential in the AI-driven economy. Nebius, headquartered in Amsterdam, immediately stood out. The company is building cloud infrastructure and software platforms purpose-built for AI's demanding computing needs — workloads that require immense processing power, high efficiency, and global scale. Its story became even more compelling when I learned that Nebius is the rebranded successor of Yandex's non-Russian assets. After exiting the Russian market, the management team repositioned the busin

Nebius: My High-Conviction Bet on the Next AI Infrastructure Giant

2T. L

08-12

[微笑] [开心] [微笑]

Mickey082024

08-11

SOUN Rockets on Earnings: Is the Nvidia-Linked AI Hype Worth Chasing?

$SoundHound AI Inc(SOUN)$ SoundHound AI’s shares exploded following a blowout quarter. For investors who track thematic momentum — particularly anything that smells like “Nvidia adjacency” or AI-platform upside — the reaction has been electric: a mid-week rally that erased weeks of downward pressure and thrust the name back into headlines. But underneath the price action are two competing narratives: (1) a genuine acceleration in voice and conversational AI monetization across auto, restaurants and enterprise customer service, and (2) an outsized multiple being attached to a still-lossmaking business that depends on execution, channel scaling and margin improvement. This article dissects the numbers, the market’s reaction, the fundamentals and wha

SOUN Rockets on Earnings: Is the Nvidia-Linked AI Hype Worth Chasing?

xc__

08-10

SoundHound AI’s Earnings Fireworks: Can You Catch the Nvidia AI Wave?

$NASDAQ(.IXIC)$ $SoundHound AI Inc(SOUN)$ SoundHound AI (NASDAQ:SOUN) ignited a 21% stock surge to $13.07 in premarket trading following its Q2 2025 earnings beat on August 7, 2025, outpacing a broader Nvidia-linked rally. The company reported $42.7 million in revenue (up 217% YoY, beating the $32.9 million estimate), an adjusted EPS loss of $0.03 (better than the $0.09 forecast), and raised its 2025 revenue outlook to $160-$178 million. Wall Street analysts, including Wedbush (Outperform, $16 target), are bullish, citing robust growth in automotive, restaurant, and enterprise AI. With Nvidia-linked stocks like Nebius and CoreWeave up 7%, Innoviz up 3%, RXRX and Arbe Robotics up 2%, and Aurora Innovation

SoundHound AI’s Earnings Fireworks: Can You Catch the Nvidia AI Wave?

nerdbull1669

08-09

Why Nvidia Concept Momentum Seem To Be Working For Soundhound AI but Not C3.ai?

Though the term “Nvidia Concept Momentum" is not a formally recognized financial or technical term. but it has used by many in the investment community to describe the positive market sentiment and stock price movement of companies that are perceived to be closely aligned with or benefiting from Nvidia's dominance in the AI and GPU market. This "momentum" is often driven by a narrative of a company being a key partner, customer, or a beneficiary of the broader AI trend that Nvidia is leading. The reason this "concept momentum" seems to work for $SoundHound AI Inc(SOUN)$ but not $C3.ai, Inc.(AI)$ can be attributed to several factors related to their specific businesses and their relationship with Nvidia. Sou

Why Nvidia Concept Momentum Seem To Be Working For Soundhound AI but Not C3.ai?

WeChats

08-09

🚀 SOUN Jumps 21%! Nvidia Connection Driving the Hype — or the Real Deal? SoundHound AI ($SoundHound AI Inc(SOUN)$ ) lit up the market this week, soaring over 21% in a single session 📈 after a Q2 earnings beat and a bullish outlook. The stock’s momentum has also been turbocharged by its close ties to the Nvidia AI ecosystem — a connection investors can’t stop talking about. The key question: is this rally the start of something big, or just another case of AI hype running hot? The numbers tell a good story. Revenue: $14.5M vs. $13.8M expected EPS: -$0.07 vs. -$0.08 expected Growth: +33% YoY Guidance: Raised to $62M–$65M for the year (from $59M–$61M) Wedbush even bumped its target to $16 from $15, calling SOUN a “long-term AI enabler.” Fo

Mrzorro

08-09

SoundHound Call Options Volume Triples After Revenue Blew Past Estimate $SoundHound AI Inc(SOUN)$ 's call options volume more than tripled after the voice-based artificial intelligence (AI) company reported revenue and gross margin that blew past analysts' estimates and raised its full year outlook late Thursday. The company also launched Vision AI, which unites voice and visual capabilities into one intelligent platform, allowing the technology to listen, see, and interpret the world around it. The system was designed to meet the needs of enterprise applications including AI-powered retail inventory intelligence, hands-free equipment troubleshooting and personalized drive-thru experiences." "We are movin

Barcode

08-09

$SoundHound AI Inc(SOUN)$ $NVIDIA(NVDA)$ 🚀🛰️📊 $SOUN 217% Revenue Surge, 40% Short Float, Wedge Breakout Targeting $14.70 and $16.50 📊🛰️🚀 SoundHound AI’s Q2 2025 numbers executed with surgical precision: $42.7M revenue (+217% YoY) versus $32.9M consensus ignited a +28.17% gap and +32.25% intraday surge. Price confirmed a wedge breakout with MACD positive, RSI ~71 acting as a volatility trigger, and the 50MA anchoring support. A 40% short float, 126M shares short, and 3.33 days to cover amplify the potential. A decisive $14.70 break on >60M shares could unlock $16.50 quickly, with the $24.98 high back in scope if execution persists. Catalyst Snapshot Q2 2025: $42.7M vs $32.9M consensus; FY25 guidance $16

KK2021

08-08

hard to know what will be the direction of the stocks. now depend whether the company can think out of the box for new design.

Ting 12344

08-08

$SoundHound AI Inc(SOUN)$

Tiger_Earnings

08-08

Winners vs. Wipeouts: Post-Market Scorecard From 11 Q225 Reports

Following is a summary of the earnings reports and stock price movements of 11 key companies after the market closed on August 7, 2025, EST. The reports are categorized into "up" and "down" groups, along with key catalysts.[Up Winners]1. $SoundHound AI Inc(SOUN)$ rise 14% post market due to raise guidanceSecond-quarter revenue reached $42.7 million, a 217% year-over-year increase, a record high, and the company raised its full-year guidance to $157-177 million. The company highlighted the surge in demand for voice AI in verticals like food service, automotive, and healthcare. CEO Keyvan Mohajer stated that "virtual customer service has become widely accepted."Gross profit margin was 61% (compared to 48% in the same period last year), with subscrip

Winners vs. Wipeouts: Post-Market Scorecard From 11 Q225 Reports

Shyon

08-07

I tend to favor profitable compounders—companies that show strong growth while maintaining solid margins and cash flow. That’s why $Palantir Technologies Inc.(PLTR)$ stands out to me. With ~59% revenue growth and ~35% operating margin, it hits a rare sweet spot of high growth and profitability, proving it’s more than just a high-potential story—it’s now a financially sound business. I’m also watching names like $Fair Isaac(FICO)$ , $Intuit(INTU)$ , and $Adobe(ADBE )$ . These companies have strong moats, high margins & consisten

@MillionaireTiger:Are These High-Growth Stocks the Next Palantir?

Shyon

08-07

I’m ready to ride the earnings wave this week, and I’m placing my bets on $Duolingo, Inc.(DUOL )$ $Vistra Energy Corp.(VST )$ $SoundHound AI Inc(SOUN )$ . Each of these growth names has a history of strong post-earnings moves & I believe we could see some serious action. The recent swings in names like Shopify and Axon have on

AN88

07-22

Yes a good company and ai is the future

TMC_REGARD

07-20

This infrastructure buildout is the biggest malinvestment bubble since the dot-com era. Everyone’s piling into AI infrastructure plays, but I think we’re witnessing a classic capital misallocation cycle: CoreWeave’s $6B Pennsylvania bet is peak bubble behavior. They’re building massive GPU clusters based on current AI demand, but AI workloads are fundamentally different from traditional cloud computing. These specialized data centers will become stranded assets the moment AI efficiency improves or demand patterns shift. Remember all those fiber optic cables laid in 1999? The “Trump AI Push” is political theater, not sustainable policy. Government-driven tech initiatives have a terrible track record - Solyndra, anyone? This Pennsylvania project smells like industrial policy designed to crea

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Is this a SoundHound-style rally in the making, or a prime SELL CALL opportunity? 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I had been actively scanning the AI and cloud infrastructure landscape, looking for companies that were not only growing but also positioned to become essential in the AI-driven economy. Nebius, headquartered in Amsterdam, immediately stood out. The company is building cloud infrastructure and software platforms purpose-built for AI's demanding computing needs — workloads that require immense processing power, high efficiency, and global scale. Its story became even more compelling when I learned that Nebius is the rebranded successor of Yandex's non-Russian assets. After exiting the Russian market, the management team repositioned the busin","text":"How Nebius Came Onto My Radar When I first discovered Nebius Group $NEBIUS(NBIS)$ , it was not by accident. I had been actively scanning the AI and cloud infrastructure landscape, looking for companies that were not only growing but also positioned to become essential in the AI-driven economy. Nebius, headquartered in Amsterdam, immediately stood out. The company is building cloud infrastructure and software platforms purpose-built for AI's demanding computing needs — workloads that require immense processing power, high efficiency, and global scale. Its story became even more compelling when I learned that Nebius is the rebranded successor of Yandex's non-Russian assets. After exiting the Russian market, the management team repositioned the busin","images":[{"img":"https://community-static.tradeup.com/news/3a1ad20e3c1f8b81db36c4d5c45bb92f","width":"861","height":"348"},{"img":"https://community-static.tradeup.com/news/896975fd79d30911da8ee03916fc106b","width":"1070","height":"664"},{"img":"https://community-static.tradeup.com/news/44b9d29baab12077014bdc68c0908155","width":"975","height":"619"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":65,"commentSize":8,"repostSize":37,"link":"https://ttm.financial/post/466811941109944","isVote":1,"tweetType":1,"viewCount":2726,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4144751444625622","authorId":"4144751444625622","name":"Pan the man","avatar":"https://community-static.tradeup.com/news/2fd53ef58442bc6a50658efeefc5e413","crmLevel":12,"crmLevelSwitch":1,"authorIdStr":"4144751444625622","idStr":"4144751444625622"},"content":"Thanks to the author for sharing the wonderful deal 📈 🙌 , full of dry goods, which benefits people a lot! 💡 👏","text":"Thanks to the author for sharing the wonderful deal 📈 🙌 , full of dry goods, which benefits people a lot! 💡 👏","html":"Thanks to the author for sharing the wonderful deal 📈 🙌 , full of dry goods, which benefits people a lot! 💡 👏"},{"author":{"id":"4093416189858530","authorId":"4093416189858530","name":"psk","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4093416189858530","idStr":"4093416189858530"},"content":"thanks for sharing. i will add this to my watch list and monitor.","text":"thanks for sharing. i will add this to my watch list and monitor.","html":"thanks for sharing. i will add this to my watch list and monitor."}],"imageCount":5,"langContent":"EN","totalScore":0},{"id":466537349469024,"gmtCreate":1754938466854,"gmtModify":1754938470442,"author":{"id":"3586996018526097","authorId":"3586996018526097","name":"2T. L","avatar":"https://community-static.tradeup.com/news/5aaf0971ddd425bde85309efd248dbc8","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3586996018526097","idStr":"3586996018526097"},"themes":[],"htmlText":"[微笑]&nbsp; [开心]&nbsp; [微笑]&nbsp;&nbsp;","listText":"[微笑]&nbsp; [开心]&nbsp; [微笑]&nbsp;&nbsp;","text":"[微笑] [开心] [微笑]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/466537349469024","isVote":1,"tweetType":1,"viewCount":828,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":466340721025888,"gmtCreate":1754877962155,"gmtModify":1754888064706,"author":{"id":"4185413129326452","authorId":"4185413129326452","name":"Mickey082024","avatar":"https://community-static.tradeup.com/news/69cd88df1050e4a42389cd899f89a7ec","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4185413129326452","idStr":"4185413129326452"},"themes":[],"title":"SOUN Rockets on Earnings: Is the Nvidia-Linked AI Hype Worth Chasing?","htmlText":"<a href=\"https://ttm.financial/S/SOUN\">$SoundHound AI Inc(SOUN)$</a> SoundHound AI’s shares exploded following a blowout quarter. For investors who track thematic momentum — particularly anything that smells like “Nvidia adjacency” or AI-platform upside — the reaction has been electric: a mid-week rally that erased weeks of downward pressure and thrust the name back into headlines. But underneath the price action are two competing narratives: (1) a genuine acceleration in voice and conversational AI monetization across auto, restaurants and enterprise customer service, and (2) an outsized multiple being attached to a still-lossmaking business that depends on execution, channel scaling and margin improvement. This article dissects the numbers, the market’s reaction, the fundamentals and wha","listText":"<a href=\"https://ttm.financial/S/SOUN\">$SoundHound AI Inc(SOUN)$</a> SoundHound AI’s shares exploded following a blowout quarter. For investors who track thematic momentum — particularly anything that smells like “Nvidia adjacency” or AI-platform upside — the reaction has been electric: a mid-week rally that erased weeks of downward pressure and thrust the name back into headlines. But underneath the price action are two competing narratives: (1) a genuine acceleration in voice and conversational AI monetization across auto, restaurants and enterprise customer service, and (2) an outsized multiple being attached to a still-lossmaking business that depends on execution, channel scaling and margin improvement. This article dissects the numbers, the market’s reaction, the fundamentals and wha","text":"$SoundHound AI Inc(SOUN)$ SoundHound AI’s shares exploded following a blowout quarter. For investors who track thematic momentum — particularly anything that smells like “Nvidia adjacency” or AI-platform upside — the reaction has been electric: a mid-week rally that erased weeks of downward pressure and thrust the name back into headlines. But underneath the price action are two competing narratives: (1) a genuine acceleration in voice and conversational AI monetization across auto, restaurants and enterprise customer service, and (2) an outsized multiple being attached to a still-lossmaking business that depends on execution, channel scaling and margin improvement. This article dissects the numbers, the market’s reaction, the fundamentals and wha","images":[{"img":"https://community-static.tradeup.com/news/490c170a0b888d46584b44dc9845ceac","width":"1260","height":"462"},{"img":"https://community-static.tradeup.com/news/78d50f5c322ebed589d77a79ac46edc2","width":"582","height":"402"},{"img":"https://community-static.tradeup.com/news/c056de5842168dc6dd2d9ac3fc749a65","width":"611","height":"477"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":7,"commentSize":4,"repostSize":2,"link":"https://ttm.financial/post/466340721025888","isVote":1,"tweetType":1,"viewCount":1551,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010993","authorId":"10000000000010993","name":"Enid Bertha","avatar":"https://static.tigerbbs.com/a539edbf3388702a82cb1d4728704766","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010993","idStr":"10000000000010993"},"content":"Expect to go like over $100 in a year.","text":"Expect to go like over $100 in a year.","html":"Expect to go like over $100 in a year."},{"author":{"id":"10000000000010990","authorId":"10000000000010990","name":"Merle Ted","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010990","idStr":"10000000000010990"},"content":"this will break 25 soon...long and strong...no selling it...","text":"this will break 25 soon...long and strong...no selling it...","html":"this will break 25 soon...long and strong...no selling it..."}],"imageCount":4,"langContent":"EN","totalScore":0},{"id":466021770190904,"gmtCreate":1754817502458,"gmtModify":1754817532150,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"xc__","avatar":"https://community-static.tradeup.com/news/ac8d1cbd7537d78cfaa284470604425f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4145797693007212","idStr":"4145797693007212"},"themes":[],"title":"SoundHound AI’s Earnings Fireworks: Can You Catch the Nvidia AI Wave?","htmlText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> <a href=\"https://ttm.financial/S/SOUN\">$SoundHound AI Inc(SOUN)$</a> SoundHound AI (NASDAQ:SOUN) ignited a 21% stock surge to $13.07 in premarket trading following its Q2 2025 earnings beat on August 7, 2025, outpacing a broader Nvidia-linked rally. The company reported $42.7 million in revenue (up 217% YoY, beating the $32.9 million estimate), an adjusted EPS loss of $0.03 (better than the $0.09 forecast), and raised its 2025 revenue outlook to $160-$178 million. Wall Street analysts, including Wedbush (Outperform, $16 target), are bullish, citing robust growth in automotive, restaurant, and enterprise AI. With Nvidia-linked stocks like Nebius and CoreWeave up 7%, Innoviz up 3%, RXRX and Arbe Robotics up 2%, and Aurora Innovation","listText":"<a href=\"https://ttm.financial/S/.IXIC\">$NASDAQ(.IXIC)$</a> <a href=\"https://ttm.financial/S/SOUN\">$SoundHound AI Inc(SOUN)$</a> SoundHound AI (NASDAQ:SOUN) ignited a 21% stock surge to $13.07 in premarket trading following its Q2 2025 earnings beat on August 7, 2025, outpacing a broader Nvidia-linked rally. The company reported $42.7 million in revenue (up 217% YoY, beating the $32.9 million estimate), an adjusted EPS loss of $0.03 (better than the $0.09 forecast), and raised its 2025 revenue outlook to $160-$178 million. Wall Street analysts, including Wedbush (Outperform, $16 target), are bullish, citing robust growth in automotive, restaurant, and enterprise AI. With Nvidia-linked stocks like Nebius and CoreWeave up 7%, Innoviz up 3%, RXRX and Arbe Robotics up 2%, and Aurora Innovation","text":"$NASDAQ(.IXIC)$ $SoundHound AI Inc(SOUN)$ SoundHound AI (NASDAQ:SOUN) ignited a 21% stock surge to $13.07 in premarket trading following its Q2 2025 earnings beat on August 7, 2025, outpacing a broader Nvidia-linked rally. The company reported $42.7 million in revenue (up 217% YoY, beating the $32.9 million estimate), an adjusted EPS loss of $0.03 (better than the $0.09 forecast), and raised its 2025 revenue outlook to $160-$178 million. Wall Street analysts, including Wedbush (Outperform, $16 target), are bullish, citing robust growth in automotive, restaurant, and enterprise AI. With Nvidia-linked stocks like Nebius and CoreWeave up 7%, Innoviz up 3%, RXRX and Arbe Robotics up 2%, and Aurora Innovation","images":[{"img":"https://community-static.tradeup.com/news/e4248417559b2260c140089e6c5801a8","width":"5000","height":"3265"},{"img":"https://community-static.tradeup.com/news/9c341d7972bdccddb8ab08da3354e726","width":"1200","height":"488"},{"img":"https://community-static.tradeup.com/news/e7ea4addd8416f860fba108b535d791d","width":"950","height":"534"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/466021770190904","isVote":1,"tweetType":1,"viewCount":1508,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":5,"langContent":"EN","totalScore":0},{"id":465701446422528,"gmtCreate":1754721698486,"gmtModify":1754904008359,"author":{"id":"4102123614530830","authorId":"4102123614530830","name":"nerdbull1669","avatar":"https://community-static.tradeup.com/news/8ac2db9ff7976dac4aa567ce14027bd6","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4102123614530830","idStr":"4102123614530830"},"themes":[],"title":"Why Nvidia Concept Momentum Seem To Be Working For Soundhound AI but Not C3.ai?","htmlText":"Though the term “Nvidia Concept Momentum\" is not a formally recognized financial or technical term. but it has used by many in the investment community to describe the positive market sentiment and stock price movement of companies that are perceived to be closely aligned with or benefiting from Nvidia's dominance in the AI and GPU market. This \"momentum\" is often driven by a narrative of a company being a key partner, customer, or a beneficiary of the broader AI trend that Nvidia is leading. The reason this \"concept momentum\" seems to work for <a href=\"https://ttm.financial/S/SOUN\">$SoundHound AI Inc(SOUN)$</a> but not <a href=\"https://ttm.financial/S/AI\">$C3.ai, Inc.(AI)$</a> can be attributed to several factors related to their specific businesses and their relationship with Nvidia. Sou","listText":"Though the term “Nvidia Concept Momentum\" is not a formally recognized financial or technical term. but it has used by many in the investment community to describe the positive market sentiment and stock price movement of companies that are perceived to be closely aligned with or benefiting from Nvidia's dominance in the AI and GPU market. This \"momentum\" is often driven by a narrative of a company being a key partner, customer, or a beneficiary of the broader AI trend that Nvidia is leading. The reason this \"concept momentum\" seems to work for <a href=\"https://ttm.financial/S/SOUN\">$SoundHound AI Inc(SOUN)$</a> but not <a href=\"https://ttm.financial/S/AI\">$C3.ai, Inc.(AI)$</a> can be attributed to several factors related to their specific businesses and their relationship with Nvidia. Sou","text":"Though the term “Nvidia Concept Momentum\" is not a formally recognized financial or technical term. but it has used by many in the investment community to describe the positive market sentiment and stock price movement of companies that are perceived to be closely aligned with or benefiting from Nvidia's dominance in the AI and GPU market. This \"momentum\" is often driven by a narrative of a company being a key partner, customer, or a beneficiary of the broader AI trend that Nvidia is leading. The reason this \"concept momentum\" seems to work for $SoundHound AI Inc(SOUN)$ but not $C3.ai, Inc.(AI)$ can be attributed to several factors related to their specific businesses and their relationship with Nvidia. Sou","images":[{"img":"https://community-static.tradeup.com/news/009166cf6436aeb74d29f1d9b8e7ed87","width":"1217","height":"353"},{"img":"https://community-static.tradeup.com/news/d5532295badfd125673ba77910c33ce3","width":"869","height":"352"},{"img":"https://community-static.tradeup.com/news/a7a849a5b186619c15df3744c7b610bd","width":"304","height":"200"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":3,"commentSize":2,"repostSize":4,"link":"https://ttm.financial/post/465701446422528","isVote":1,"tweetType":1,"viewCount":2065,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274724739743","authorId":"3479274724739743","name":"YoungYun","avatar":"https://static.tigerbbs.com/f63b3c9844fec1361496f60171c10016","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274724739743","idStr":"3479274724739743"},"content":"It's interesting how narratives shape momentum.","text":"It's interesting how narratives shape momentum.","html":"It's interesting how narratives shape momentum."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":465644511727904,"gmtCreate":1754707629631,"gmtModify":1754904057562,"author":{"id":"4186204260634262","authorId":"4186204260634262","name":"WeChats","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4186204260634262","idStr":"4186204260634262"},"themes":[],"htmlText":"🚀 SOUN Jumps 21%! Nvidia Connection Driving the Hype — or the Real Deal? SoundHound AI (<a href=\"https://ttm.financial/S/SOUN\">$SoundHound AI Inc(SOUN)$&nbsp;</a>&nbsp;) lit up the market this week, soaring over 21% in a single session 📈 after a Q2 earnings beat and a bullish outlook. The stock’s momentum has also been turbocharged by its close ties to the Nvidia AI ecosystem — a connection investors can’t stop talking about. The key question: is this rally the start of something big, or just another case of AI hype running hot? The numbers tell a good story. Revenue: $14.5M vs. $13.8M expected EPS: -$0.07 vs. -$0.08 expected Growth: +33% YoY Guidance: Raised to $62M–$65M for the year (from $59M–$61M) Wedbush even bumped its target to $16 from $15, calling SOUN a “long-term AI enabler.” Fo","listText":"🚀 SOUN Jumps 21%! Nvidia Connection Driving the Hype — or the Real Deal? SoundHound AI (<a href=\"https://ttm.financial/S/SOUN\">$SoundHound AI Inc(SOUN)$&nbsp;</a>&nbsp;) lit up the market this week, soaring over 21% in a single session 📈 after a Q2 earnings beat and a bullish outlook. The stock’s momentum has also been turbocharged by its close ties to the Nvidia AI ecosystem — a connection investors can’t stop talking about. The key question: is this rally the start of something big, or just another case of AI hype running hot? The numbers tell a good story. Revenue: $14.5M vs. $13.8M expected EPS: -$0.07 vs. -$0.08 expected Growth: +33% YoY Guidance: Raised to $62M–$65M for the year (from $59M–$61M) Wedbush even bumped its target to $16 from $15, calling SOUN a “long-term AI enabler.” Fo","text":"🚀 SOUN Jumps 21%! Nvidia Connection Driving the Hype — or the Real Deal? SoundHound AI ($SoundHound AI Inc(SOUN)$ ) lit up the market this week, soaring over 21% in a single session 📈 after a Q2 earnings beat and a bullish outlook. The stock’s momentum has also been turbocharged by its close ties to the Nvidia AI ecosystem — a connection investors can’t stop talking about. The key question: is this rally the start of something big, or just another case of AI hype running hot? The numbers tell a good story. Revenue: $14.5M vs. $13.8M expected EPS: -$0.07 vs. -$0.08 expected Growth: +33% YoY Guidance: Raised to $62M–$65M for the year (from $59M–$61M) Wedbush even bumped its target to $16 from $15, calling SOUN a “long-term AI enabler.” Fo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/465644511727904","isVote":1,"tweetType":1,"viewCount":659,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010991","idStr":"10000000000010991"},"content":"Back to $9, where it belongs. The metrics are so silly, this is very overvalued meme stock","text":"Back to $9, where it belongs. The metrics are so silly, this is very overvalued meme stock","html":"Back to $9, where it belongs. The metrics are so silly, this is very overvalued meme stock"},{"author":{"id":"10000000000010989","authorId":"10000000000010989","name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010989","idStr":"10000000000010989"},"content":"Expect to go like over $100 in a year.","text":"Expect to go like over $100 in a year.","html":"Expect to go like over $100 in a year."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":465730909004040,"gmtCreate":1754701909549,"gmtModify":1754705253634,"author":{"id":"4091108376154240","authorId":"4091108376154240","name":"Mrzorro","avatar":"https://static.tigerbbs.com/0aa7353d86c04413c1e18867403db3bd","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4091108376154240","idStr":"4091108376154240"},"themes":[],"htmlText":"SoundHound Call Options Volume Triples After Revenue Blew Past Estimate <a href=\"https://ttm.financial/S/SOUN\">$SoundHound AI Inc(SOUN)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;'s call options volume more than tripled after the voice-based artificial intelligence (AI) company reported revenue and gross margin that blew past analysts' estimates and raised its full year outlook late Thursday. The company also launched Vision AI, which unites voice and visual capabilities into one intelligent platform, allowing the technology to listen, see, and interpret the world around it. The system was designed to meet the needs of enterprise applications including AI-powered retail inventory intelligence, hands-free equipment troubleshooting and personalized drive-thru experiences.\"&nbsp; \"We are movin","listText":"SoundHound Call Options Volume Triples After Revenue Blew Past Estimate <a href=\"https://ttm.financial/S/SOUN\">$SoundHound AI Inc(SOUN)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp;'s call options volume more than tripled after the voice-based artificial intelligence (AI) company reported revenue and gross margin that blew past analysts' estimates and raised its full year outlook late Thursday. The company also launched Vision AI, which unites voice and visual capabilities into one intelligent platform, allowing the technology to listen, see, and interpret the world around it. The system was designed to meet the needs of enterprise applications including AI-powered retail inventory intelligence, hands-free equipment troubleshooting and personalized drive-thru experiences.\"&nbsp; \"We are movin","text":"SoundHound Call Options Volume Triples After Revenue Blew Past Estimate $SoundHound AI Inc(SOUN)$ 's call options volume more than tripled after the voice-based artificial intelligence (AI) company reported revenue and gross margin that blew past analysts' estimates and raised its full year outlook late Thursday. The company also launched Vision AI, which unites voice and visual capabilities into one intelligent platform, allowing the technology to listen, see, and interpret the world around it. The system was designed to meet the needs of enterprise applications including AI-powered retail inventory intelligence, hands-free equipment troubleshooting and personalized drive-thru experiences.\" \"We are movin","images":[{"img":"https://community-static.tradeup.com/news/52bb6d42a602baef479924033def57ca","width":"1080","height":"1340"},{"img":"https://community-static.tradeup.com/news/f6bca9ef364244849e78293cd6af1f45","width":"1080","height":"1608"},{"img":"https://community-static.tradeup.com/news/65aa7b57f0ddfecf78fe3523d45e39f2","width":"1080","height":"1363"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/465730909004040","isVote":1,"tweetType":1,"viewCount":1209,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":465570286391688,"gmtCreate":1754674450592,"gmtModify":1754674475983,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOUN\">$SoundHound AI Inc(SOUN)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> 🚀🛰️📊 $SOUN 217% Revenue Surge, 40% Short Float, Wedge Breakout Targeting $14.70 and $16.50 📊🛰️🚀 SoundHound AI’s Q2 2025 numbers executed with surgical precision: $42.7M revenue (+217% YoY) versus $32.9M consensus ignited a +28.17% gap and +32.25% intraday surge. Price confirmed a wedge breakout with MACD positive, RSI ~71 acting as a volatility trigger, and the 50MA anchoring support. A 40% short float, 126M shares short, and 3.33 days to cover amplify the potential. A decisive $14.70 break on &gt;60M shares could unlock $16.50 quickly, with the $24.98 high back in scope if execution persists. Catalyst Snapshot Q2 2025: $42.7M vs $32.9M consensus; FY25 guidance $16","listText":"<a href=\"https://ttm.financial/S/SOUN\">$SoundHound AI Inc(SOUN)$</a> <a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> 🚀🛰️📊 $SOUN 217% Revenue Surge, 40% Short Float, Wedge Breakout Targeting $14.70 and $16.50 📊🛰️🚀 SoundHound AI’s Q2 2025 numbers executed with surgical precision: $42.7M revenue (+217% YoY) versus $32.9M consensus ignited a +28.17% gap and +32.25% intraday surge. Price confirmed a wedge breakout with MACD positive, RSI ~71 acting as a volatility trigger, and the 50MA anchoring support. A 40% short float, 126M shares short, and 3.33 days to cover amplify the potential. A decisive $14.70 break on &gt;60M shares could unlock $16.50 quickly, with the $24.98 high back in scope if execution persists. Catalyst Snapshot Q2 2025: $42.7M vs $32.9M consensus; FY25 guidance $16","text":"$SoundHound AI Inc(SOUN)$ $NVIDIA(NVDA)$ 🚀🛰️📊 $SOUN 217% Revenue Surge, 40% Short Float, Wedge Breakout Targeting $14.70 and $16.50 📊🛰️🚀 SoundHound AI’s Q2 2025 numbers executed with surgical precision: $42.7M revenue (+217% YoY) versus $32.9M consensus ignited a +28.17% gap and +32.25% intraday surge. Price confirmed a wedge breakout with MACD positive, RSI ~71 acting as a volatility trigger, and the 50MA anchoring support. A 40% short float, 126M shares short, and 3.33 days to cover amplify the potential. A decisive $14.70 break on >60M shares could unlock $16.50 quickly, with the $24.98 high back in scope if execution persists. Catalyst Snapshot Q2 2025: $42.7M vs $32.9M consensus; FY25 guidance $16","images":[{"img":"https://community-static.tradeup.com/news/4a47af021d6e3922bd7eb7fbb4e9c022","width":"1472","height":"1057"},{"img":"https://community-static.tradeup.com/news/e5b8f638df73a98d7cedcb4971d37cb6","width":"2752","height":"1768"},{"img":"https://community-static.tradeup.com/news/c37107b91f1c43dddf6289191abecad5","width":"1471","height":"748"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":12,"commentSize":8,"repostSize":16,"link":"https://ttm.financial/post/465570286391688","isVote":1,"tweetType":1,"viewCount":2377,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"authorIdStr":"4171900329979952","idStr":"4171900329979952"},"content":"Call traders are flooding $SOUN 🔥 Over 410K calls traded (8X THE NORM) & 4X the number of puts traded! The 8/8 $13.50 call leads the charge, with August & September $15 calls also seeing heavy action.","text":"Call traders are flooding $SOUN 🔥 Over 410K calls traded (8X THE NORM) & 4X the number of puts traded! The 8/8 $13.50 call leads the charge, with August & September $15 calls also seeing heavy action.","html":"Call traders are flooding $SOUN 🔥 Over 410K calls traded (8X THE NORM) & 4X the number of puts traded! The 8/8 $13.50 call leads the charge, with August & September $15 calls also seeing heavy action."}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":465468006990296,"gmtCreate":1754664442949,"gmtModify":1754664446769,"author":{"id":"3575143606799200","authorId":"3575143606799200","name":"KK2021","avatar":"https://static.tigerbbs.com/e57decb2950e37ceb12176c97c9be2c4","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"3575143606799200","idStr":"3575143606799200"},"themes":[],"htmlText":"hard to know what will be the direction of the stocks. now depend whether the company can think out of the box for new design.","listText":"hard to know what will be the direction of the stocks. now depend whether the company can think out of the box for new design.","text":"hard to know what will be the direction of the stocks. now depend whether the company can think out of the box for new design.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":1,"link":"https://ttm.financial/post/465468006990296","isVote":1,"tweetType":1,"viewCount":176,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":465444121448832,"gmtCreate":1754658692189,"gmtModify":1754663419191,"author":{"id":"4103418298835100","authorId":"4103418298835100","name":"Ting 12344","avatar":"https://community-static.tradeup.com/news/04e15dd5aa432a749b6cde2795ffe5c2","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"authorIdStr":"4103418298835100","idStr":"4103418298835100"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/SOUN\">$SoundHound AI Inc(SOUN)$&nbsp;</a>&nbsp;","listText":"<a href=\"https://ttm.financial/S/SOUN\">$SoundHound AI Inc(SOUN)$&nbsp;</a>&nbsp;","text":"$SoundHound AI Inc(SOUN)$","images":[{"img":"https://community-static.tradeup.com/news/d808b96040cdaee6dd985a3ec53cea20","width":"981","height":"1637"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/465444121448832","isVote":1,"tweetType":1,"viewCount":516,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":465441007293040,"gmtCreate":1754637469378,"gmtModify":1754663419091,"author":{"id":"3527667620927015","authorId":"3527667620927015","name":"Tiger_Earnings","avatar":"https://static.tigerbbs.com/1849fb1fb43d93db3974fd09c5f65ff1","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667620927015","idStr":"3527667620927015"},"themes":[],"title":"Winners vs. Wipeouts: Post-Market Scorecard From 11 Q225 Reports","htmlText":"Following is a summary of the earnings reports and stock price movements of 11 key companies after the market closed on August 7, 2025, EST. The reports are categorized into \"up\" and \"down\" groups, along with key catalysts.[Up Winners]1. <a href=\"https://ttm.financial/S/SOUN\">$SoundHound AI Inc(SOUN)$</a> rise 14% post market due to raise guidanceSecond-quarter revenue reached $42.7 million, a 217% year-over-year increase, a record high, and the company raised its full-year guidance to $157-177 million. The company highlighted the surge in demand for voice AI in verticals like food service, automotive, and healthcare. CEO Keyvan Mohajer stated that \"virtual customer service has become widely accepted.\"Gross profit margin was 61% (compared to 48% in the same period last year), with subscrip","listText":"Following is a summary of the earnings reports and stock price movements of 11 key companies after the market closed on August 7, 2025, EST. The reports are categorized into \"up\" and \"down\" groups, along with key catalysts.[Up Winners]1. <a href=\"https://ttm.financial/S/SOUN\">$SoundHound AI Inc(SOUN)$</a> rise 14% post market due to raise guidanceSecond-quarter revenue reached $42.7 million, a 217% year-over-year increase, a record high, and the company raised its full-year guidance to $157-177 million. The company highlighted the surge in demand for voice AI in verticals like food service, automotive, and healthcare. CEO Keyvan Mohajer stated that \"virtual customer service has become widely accepted.\"Gross profit margin was 61% (compared to 48% in the same period last year), with subscrip","text":"Following is a summary of the earnings reports and stock price movements of 11 key companies after the market closed on August 7, 2025, EST. The reports are categorized into \"up\" and \"down\" groups, along with key catalysts.[Up Winners]1. $SoundHound AI Inc(SOUN)$ rise 14% post market due to raise guidanceSecond-quarter revenue reached $42.7 million, a 217% year-over-year increase, a record high, and the company raised its full-year guidance to $157-177 million. The company highlighted the surge in demand for voice AI in verticals like food service, automotive, and healthcare. CEO Keyvan Mohajer stated that \"virtual customer service has become widely accepted.\"Gross profit margin was 61% (compared to 48% in the same period last year), with subscrip","images":[{"img":"https://community-static.tradeup.com/news/00c04d379905e72e3208db8bf1c4d813"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":115,"commentSize":0,"repostSize":5,"link":"https://ttm.financial/post/465441007293040","isVote":1,"tweetType":1,"viewCount":3267,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},{"id":465061251203112,"gmtCreate":1754552334232,"gmtModify":1754663452577,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"themes":[],"htmlText":"I tend to favor profitable compounders—companies that show strong growth while maintaining solid margins and cash flow. That’s why <a href=\"https://ttm.financial/S/PLTR\"> $Palantir Technologies Inc.(PLTR)$ </a> stands out to me. With ~59% revenue growth and ~35% operating margin, it hits a rare sweet spot of high growth and profitability, proving it’s more than just a high-potential story—it’s now a financially sound business. I’m also watching names like <a href=\"https://ttm.financial/S/FICO\"> $Fair Isaac(FICO)$ </a>, <a href=\"https://ttm.financial/S/INTU\"> $Intuit(INTU)$ </a>, and <a href=\"https://ttm.financial/S/ADBE\"> $Adobe(</a><a href=\"https://ttm.financial/S/ADBE\">ADBE</a><a href=\"https://ttm.financial/S/ADBE\">)$ </a>. These companies have strong moats, high margins &amp; consisten","listText":"I tend to favor profitable compounders—companies that show strong growth while maintaining solid margins and cash flow. That’s why <a href=\"https://ttm.financial/S/PLTR\"> $Palantir Technologies Inc.(PLTR)$ </a> stands out to me. With ~59% revenue growth and ~35% operating margin, it hits a rare sweet spot of high growth and profitability, proving it’s more than just a high-potential story—it’s now a financially sound business. I’m also watching names like <a href=\"https://ttm.financial/S/FICO\"> $Fair Isaac(FICO)$ </a>, <a href=\"https://ttm.financial/S/INTU\"> $Intuit(INTU)$ </a>, and <a href=\"https://ttm.financial/S/ADBE\"> $Adobe(</a><a href=\"https://ttm.financial/S/ADBE\">ADBE</a><a href=\"https://ttm.financial/S/ADBE\">)$ </a>. These companies have strong moats, high margins &amp; consisten","text":"I tend to favor profitable compounders—companies that show strong growth while maintaining solid margins and cash flow. That’s why $Palantir Technologies Inc.(PLTR)$ stands out to me. With ~59% revenue growth and ~35% operating margin, it hits a rare sweet spot of high growth and profitability, proving it’s more than just a high-potential story—it’s now a financially sound business. I’m also watching names like $Fair Isaac(FICO)$ , $Intuit(INTU)$ , and $Adobe(ADBE)$ . These companies have strong moats, high margins & consisten","images":[{"img":"https://community-static.tradeup.com/news/2b1fbf57d34c7e99e1f88fbd60676acc"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":12,"link":"https://ttm.financial/post/465061251203112","repostId":"464972145451624","repostType":1,"repost":{"id":464972145451624,"gmtCreate":1754549908910,"gmtModify":1754575202161,"author":{"id":"3527667618821228","authorId":"3527667618821228","name":"MillionaireTiger","avatar":"https://static.tigerbbs.com/dc558bf32e48ad6ed6d057026ef55af7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3527667618821228","idStr":"3527667618821228"},"themes":[],"title":"Are These High-Growth Stocks the Next Palantir?","htmlText":"This chart highlights the financial performance of global enterprise software companies with TTM (trailing twelve months) revenue over $1 billion.It’s based on two key financial metrics:Y-Axis: Year-over-Year Revenue Growth (Growth)X-Axis: Adjusted Operating Margin (Profitability)There are two important benchmark lines:Rule of 40 Frontier: Growth + Profitability ≥ 40% — indicates a financially healthy businessRule of 80 Frontier: Growth + Profitability ≥ 80% — represents an elite-level companyThe takeaway? The farther to the upper-right, the stronger the company. These are the rare names that are both growing fast and generating significant profits.What Does <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> Position Tell Us?Palantir stands out clearly—well above","listText":"This chart highlights the financial performance of global enterprise software companies with TTM (trailing twelve months) revenue over $1 billion.It’s based on two key financial metrics:Y-Axis: Year-over-Year Revenue Growth (Growth)X-Axis: Adjusted Operating Margin (Profitability)There are two important benchmark lines:Rule of 40 Frontier: Growth + Profitability ≥ 40% — indicates a financially healthy businessRule of 80 Frontier: Growth + Profitability ≥ 80% — represents an elite-level companyThe takeaway? The farther to the upper-right, the stronger the company. These are the rare names that are both growing fast and generating significant profits.What Does <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> Position Tell Us?Palantir stands out clearly—well above","text":"This chart highlights the financial performance of global enterprise software companies with TTM (trailing twelve months) revenue over $1 billion.It’s based on two key financial metrics:Y-Axis: Year-over-Year Revenue Growth (Growth)X-Axis: Adjusted Operating Margin (Profitability)There are two important benchmark lines:Rule of 40 Frontier: Growth + Profitability ≥ 40% — indicates a financially healthy businessRule of 80 Frontier: Growth + Profitability ≥ 80% — represents an elite-level companyThe takeaway? The farther to the upper-right, the stronger the company. These are the rare names that are both growing fast and generating significant profits.What Does $Palantir Technologies Inc.(PLTR)$ Position Tell Us?Palantir stands out clearly—well above","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464972145451624","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1568,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010955","authorId":"10000000000010955","name":"Porter Harry","avatar":"https://static.tigerbbs.com/6b5dd5252a1bca34909f191e8c9ba404","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010955","idStr":"10000000000010955"},"content":"Insightful sharing!","text":"Insightful sharing!","html":"Insightful sharing!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":464816894177368,"gmtCreate":1754529307365,"gmtModify":1754663419464,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3581734406950755","idStr":"3581734406950755"},"themes":[],"htmlText":"I’m ready to ride the earnings wave this week, and I’m placing my bets on <a href=\"https://ttm.financial/S/DUOL\"> $Duolingo, Inc.(</a><a href=\"https://ttm.financial/S/DUOL\">DUOL</a><a href=\"https://ttm.financial/S/DUOL\">)$ </a><a href=\"https://ttm.financial/S/VST\"> $</a><a href=\"https://ttm.financial/S/VST\">Vistra</a><a href=\"https://ttm.financial/S/VST\"> Energy Corp.(</a><a href=\"https://ttm.financial/S/VST\">VST</a><a href=\"https://ttm.financial/S/VST\">)$ </a><a href=\"https://ttm.financial/S/SOUN\"> $SoundHound AI Inc(</a><a href=\"https://ttm.financial/S/SOUN\">SOUN</a><a href=\"https://ttm.financial/S/SOUN\">)$ </a>. Each of these growth names has a history of strong post-earnings moves &amp; I believe we could see some serious action. The recent swings in names like Shopify and Axon have on","listText":"I’m ready to ride the earnings wave this week, and I’m placing my bets on <a href=\"https://ttm.financial/S/DUOL\"> $Duolingo, Inc.(</a><a href=\"https://ttm.financial/S/DUOL\">DUOL</a><a href=\"https://ttm.financial/S/DUOL\">)$ </a><a href=\"https://ttm.financial/S/VST\"> $</a><a href=\"https://ttm.financial/S/VST\">Vistra</a><a href=\"https://ttm.financial/S/VST\"> Energy Corp.(</a><a href=\"https://ttm.financial/S/VST\">VST</a><a href=\"https://ttm.financial/S/VST\">)$ </a><a href=\"https://ttm.financial/S/SOUN\"> $SoundHound AI Inc(</a><a href=\"https://ttm.financial/S/SOUN\">SOUN</a><a href=\"https://ttm.financial/S/SOUN\">)$ </a>. Each of these growth names has a history of strong post-earnings moves &amp; I believe we could see some serious action. The recent swings in names like Shopify and Axon have on","text":"I’m ready to ride the earnings wave this week, and I’m placing my bets on $Duolingo, Inc.(DUOL)$ $Vistra Energy Corp.(VST)$ $SoundHound AI Inc(SOUN)$ . Each of these growth names has a history of strong post-earnings moves & I believe we could see some serious action. The recent swings in names like Shopify and Axon have on","images":[{"img":"https://community-static.tradeup.com/news/42ce9cf9aa8baa36e416ceee285a48cc"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":5,"link":"https://ttm.financial/post/464816894177368","isVote":1,"tweetType":1,"viewCount":1167,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011856","authorId":"10000000000011856","name":"JimmyHua","avatar":"https://community-static.tradeup.com/news/7f17d426377c791ac5cdfef91fbf8408","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000011856","idStr":"10000000000011856"},"content":"Great thoughts and insights!","text":"Great thoughts and insights!","html":"Great thoughts and insights!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":459450521911352,"gmtCreate":1753179124358,"gmtModify":1753179128315,"author":{"id":"4181877949416372","authorId":"4181877949416372","name":"AN88","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4181877949416372","idStr":"4181877949416372"},"themes":[],"htmlText":"Yes a good company and ai is the future&nbsp;","listText":"Yes a good company and ai is the future&nbsp;","text":"Yes a good company and ai is the future","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/459450521911352","isVote":1,"tweetType":1,"viewCount":197,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":458596371972576,"gmtCreate":1752974595189,"gmtModify":1753060761232,"author":{"id":"4214129204596242","authorId":"4214129204596242","name":"TMC_REGARD","avatar":"https://community-static.tradeup.com/news/452e43878d14f1486aa038ea5d9e85b1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"4214129204596242","idStr":"4214129204596242"},"themes":[],"htmlText":"This infrastructure buildout is the biggest malinvestment bubble since the dot-com era. Everyone’s piling into AI infrastructure plays, but I think we’re witnessing a classic capital misallocation cycle: CoreWeave’s $6B Pennsylvania bet is peak bubble behavior. They’re building massive GPU clusters based on current AI demand, but AI workloads are fundamentally different from traditional cloud computing. These specialized data centers will become stranded assets the moment AI efficiency improves or demand patterns shift. Remember all those fiber optic cables laid in 1999? The “Trump AI Push” is political theater, not sustainable policy. Government-driven tech initiatives have a terrible track record - Solyndra, anyone? This Pennsylvania project smells like industrial policy designed to crea","listText":"This infrastructure buildout is the biggest malinvestment bubble since the dot-com era. Everyone’s piling into AI infrastructure plays, but I think we’re witnessing a classic capital misallocation cycle: CoreWeave’s $6B Pennsylvania bet is peak bubble behavior. They’re building massive GPU clusters based on current AI demand, but AI workloads are fundamentally different from traditional cloud computing. These specialized data centers will become stranded assets the moment AI efficiency improves or demand patterns shift. Remember all those fiber optic cables laid in 1999? The “Trump AI Push” is political theater, not sustainable policy. Government-driven tech initiatives have a terrible track record - Solyndra, anyone? This Pennsylvania project smells like industrial policy designed to crea","text":"This infrastructure buildout is the biggest malinvestment bubble since the dot-com era. Everyone’s piling into AI infrastructure plays, but I think we’re witnessing a classic capital misallocation cycle: CoreWeave’s $6B Pennsylvania bet is peak bubble behavior. They’re building massive GPU clusters based on current AI demand, but AI workloads are fundamentally different from traditional cloud computing. These specialized data centers will become stranded assets the moment AI efficiency improves or demand patterns shift. Remember all those fiber optic cables laid in 1999? The “Trump AI Push” is political theater, not sustainable policy. Government-driven tech initiatives have a terrible track record - Solyndra, anyone? This Pennsylvania project smells like industrial policy designed to crea","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":80,"commentSize":4,"repostSize":2,"link":"https://ttm.financial/post/458596371972576","isVote":1,"tweetType":1,"viewCount":1523,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"10000000000010991","idStr":"10000000000010991"},"content":"Will we break the so ever challenging 174.20 wall this week? Must then smooth sailing to 200.","text":"Will we break the so ever challenging 174.20 wall this week? Must then smooth sailing to 200.","html":"Will we break the so ever challenging 174.20 wall this week? Must then smooth sailing to 200."},{"author":{"id":"3479274814931736","authorId":"3479274814931736","name":"keke006","avatar":"https://static.tigerbbs.com/07c96db55686042cdad8d7a5bde041d7","crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"3479274814931736","idStr":"3479274814931736"},"content":"You raise valid points about potential misallocations.","text":"You raise valid points about potential misallocations.","html":"You raise valid points about potential misallocations."}],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":457191575711960,"gmtCreate":1752637108411,"gmtModify":1752658456285,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"xc__","avatar":"https://community-static.tradeup.com/news/ac8d1cbd7537d78cfaa284470604425f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4145797693007212","authorIdStr":"4145797693007212"},"themes":[],"title":"CoreWeave & Navitas Rocket 6-8%: Your Ticket to the AI Boom?","htmlText":"<a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> CoreWeave and Navitas <a href=\"https://ttm.financial/S/NVPTF\">$NAVITAS PETE LTD.(NVPTF)$</a> Semiconductor are riding the AI wave, with CoreWeave surging 8% and Navitas jumping 6% after major announcements tied to the “Nvidia Trade.” CoreWeave’s $6 billion commitment to a new AI data center in Pennsylvania, announced on July 15, 2025, aligns with President Trump’s push to bolster U.S. AI infrastructure, while Navitas’s collaboration with Nvidia on power-efficient gallium nitride (GaN) semiconductors for AI data centers fuels its rally. With Nvidia’s $4 trillion market cap setting the pace, investors are asking: Are CoreWeave and Navitas catching up to the AI giant, or are they high-risk bets? This report dives into their su","listText":"<a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> CoreWeave and Navitas <a href=\"https://ttm.financial/S/NVPTF\">$NAVITAS PETE LTD.(NVPTF)$</a> Semiconductor are riding the AI wave, with CoreWeave surging 8% and Navitas jumping 6% after major announcements tied to the “Nvidia Trade.” CoreWeave’s $6 billion commitment to a new AI data center in Pennsylvania, announced on July 15, 2025, aligns with President Trump’s push to bolster U.S. AI infrastructure, while Navitas’s collaboration with Nvidia on power-efficient gallium nitride (GaN) semiconductors for AI data centers fuels its rally. With Nvidia’s $4 trillion market cap setting the pace, investors are asking: Are CoreWeave and Navitas catching up to the AI giant, or are they high-risk bets? This report dives into their su","text":"$CoreWeave, Inc.(CRWV)$ CoreWeave and Navitas $NAVITAS PETE LTD.(NVPTF)$ Semiconductor are riding the AI wave, with CoreWeave surging 8% and Navitas jumping 6% after major announcements tied to the “Nvidia Trade.” CoreWeave’s $6 billion commitment to a new AI data center in Pennsylvania, announced on July 15, 2025, aligns with President Trump’s push to bolster U.S. AI infrastructure, while Navitas’s collaboration with Nvidia on power-efficient gallium nitride (GaN) semiconductors for AI data centers fuels its rally. With Nvidia’s $4 trillion market cap setting the pace, investors are asking: Are CoreWeave and Navitas catching up to the AI giant, or are they high-risk bets? This report dives into their su","images":[{"img":"https://community-static.tradeup.com/news/c1dd707b5c36241c36d90784bdf71d52","width":"1280","height":"720"},{"img":"https://community-static.tradeup.com/news/c2178e7b9f1e7d29fd7872f98d9b99f5","width":"907","height":"743"},{"img":"https://community-static.tradeup.com/news/bf222a83ccdd3ece4d56ad1b634e5a77","width":"1280","height":"640"}],"top":1,"highlighted":1,"essential":2,"paper":2,"likeSize":8,"commentSize":0,"repostSize":2,"link":"https://ttm.financial/post/457191575711960","isVote":1,"tweetType":1,"viewCount":963,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},{"id":465644511727904,"gmtCreate":1754707629631,"gmtModify":1754904057562,"author":{"id":"4186204260634262","authorId":"4186204260634262","name":"WeChats","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4186204260634262","authorIdStr":"4186204260634262"},"themes":[],"htmlText":"🚀 SOUN Jumps 21%! Nvidia Connection Driving the Hype — or the Real Deal? SoundHound AI (<a href=\"https://ttm.financial/S/SOUN\">$SoundHound AI Inc(SOUN)$&nbsp;</a>&nbsp;) lit up the market this week, soaring over 21% in a single session 📈 after a Q2 earnings beat and a bullish outlook. The stock’s momentum has also been turbocharged by its close ties to the Nvidia AI ecosystem — a connection investors can’t stop talking about. The key question: is this rally the start of something big, or just another case of AI hype running hot? The numbers tell a good story. Revenue: $14.5M vs. $13.8M expected EPS: -$0.07 vs. -$0.08 expected Growth: +33% YoY Guidance: Raised to $62M–$65M for the year (from $59M–$61M) Wedbush even bumped its target to $16 from $15, calling SOUN a “long-term AI enabler.” Fo","listText":"🚀 SOUN Jumps 21%! Nvidia Connection Driving the Hype — or the Real Deal? SoundHound AI (<a href=\"https://ttm.financial/S/SOUN\">$SoundHound AI Inc(SOUN)$&nbsp;</a>&nbsp;) lit up the market this week, soaring over 21% in a single session 📈 after a Q2 earnings beat and a bullish outlook. The stock’s momentum has also been turbocharged by its close ties to the Nvidia AI ecosystem — a connection investors can’t stop talking about. The key question: is this rally the start of something big, or just another case of AI hype running hot? The numbers tell a good story. Revenue: $14.5M vs. $13.8M expected EPS: -$0.07 vs. -$0.08 expected Growth: +33% YoY Guidance: Raised to $62M–$65M for the year (from $59M–$61M) Wedbush even bumped its target to $16 from $15, calling SOUN a “long-term AI enabler.” Fo","text":"🚀 SOUN Jumps 21%! Nvidia Connection Driving the Hype — or the Real Deal? SoundHound AI ($SoundHound AI Inc(SOUN)$ ) lit up the market this week, soaring over 21% in a single session 📈 after a Q2 earnings beat and a bullish outlook. The stock’s momentum has also been turbocharged by its close ties to the Nvidia AI ecosystem — a connection investors can’t stop talking about. The key question: is this rally the start of something big, or just another case of AI hype running hot? The numbers tell a good story. Revenue: $14.5M vs. $13.8M expected EPS: -$0.07 vs. -$0.08 expected Growth: +33% YoY Guidance: Raised to $62M–$65M for the year (from $59M–$61M) Wedbush even bumped its target to $16 from $15, calling SOUN a “long-term AI enabler.” Fo","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":3,"repostSize":0,"link":"https://ttm.financial/post/465644511727904","isVote":1,"tweetType":1,"viewCount":659,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010991","authorIdStr":"10000000000010991"},"content":"Back to $9, where it belongs. The metrics are so silly, this is very overvalued meme stock","text":"Back to $9, where it belongs. The metrics are so silly, this is very overvalued meme stock","html":"Back to $9, where it belongs. The metrics are so silly, this is very overvalued meme stock"},{"author":{"id":"10000000000010989","authorId":"10000000000010989","name":"Valerie Archibald","avatar":"https://static.tigerbbs.com/390bb094fc9bb64af7414f37cde534ff","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010989","authorIdStr":"10000000000010989"},"content":"Expect to go like over $100 in a year.","text":"Expect to go like over $100 in a year.","html":"Expect to go like over $100 in a year."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":457506110394896,"gmtCreate":1752715530674,"gmtModify":1752743302590,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"themes":[],"htmlText":"I've been keeping an eye on the recent buzz around CoreWeave <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>&nbsp;and Navitas <a href=\"https://ttm.financial/S/NVTS\">$Navitas Semiconductor Corp(NVTS)$ </a>&nbsp;, especially with their stock jumping 6%. The question about whether I'm in on the Nvidia trade is an interesting one. I have to admit, I don't currently hold shares in either CoreWeave or Navitas, but they are definitely on my watchlist. The excitement around their performance and the Nvidia connection has caught my attention, and I'm considering my options. I chose NBIS&nbsp;<a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$ </a>&nbsp; as part of my investment strategy because it aligns well with my interest in the Nvidia ecosystem, which continues to dominat","listText":"I've been keeping an eye on the recent buzz around CoreWeave <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>&nbsp;and Navitas <a href=\"https://ttm.financial/S/NVTS\">$Navitas Semiconductor Corp(NVTS)$ </a>&nbsp;, especially with their stock jumping 6%. The question about whether I'm in on the Nvidia trade is an interesting one. I have to admit, I don't currently hold shares in either CoreWeave or Navitas, but they are definitely on my watchlist. The excitement around their performance and the Nvidia connection has caught my attention, and I'm considering my options. I chose NBIS&nbsp;<a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$ </a>&nbsp; as part of my investment strategy because it aligns well with my interest in the Nvidia ecosystem, which continues to dominat","text":"I've been keeping an eye on the recent buzz around CoreWeave $CoreWeave, Inc.(CRWV)$ and Navitas $Navitas Semiconductor Corp(NVTS)$ , especially with their stock jumping 6%. The question about whether I'm in on the Nvidia trade is an interesting one. I have to admit, I don't currently hold shares in either CoreWeave or Navitas, but they are definitely on my watchlist. The excitement around their performance and the Nvidia connection has caught my attention, and I'm considering my options. I chose NBIS $NEBIUS(NBIS)$ as part of my investment strategy because it aligns well with my interest in the Nvidia ecosystem, which continues to dominat","images":[{"img":"https://community-static.tradeup.com/news/4c31054b03f9f9a665d823151116fa3b","width":"1002","height":"633"},{"img":"https://community-static.tradeup.com/news/4c5f2440f1a3f862f77145def7c4a8c3","width":"776","height":"300"},{"img":"https://community-static.tradeup.com/news/cd510ab0c4d8103ed3f61f661e8ad302","width":"928","height":"544"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":3,"link":"https://ttm.financial/post/457506110394896","isVote":1,"tweetType":1,"viewCount":1283,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":3,"langContent":"EN","totalScore":0},{"id":453320917033472,"gmtCreate":1751696333324,"gmtModify":1751885115408,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"xc__","avatar":"https://community-static.tradeup.com/news/ac8d1cbd7537d78cfaa284470604425f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4145797693007212","authorIdStr":"4145797693007212"},"themes":[],"title":"CRWV Rockets 8.85%—Will the GB300 Launch Ignite a Record-Breaking Run?","htmlText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> Cloud computing trailblazer CRWV <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> , often called the “compute arms dealer,” has just dropped a bombshell: in partnership with Dell, it’s launched the world’s first cloud services powered by NVIDIA’s GB300 NVL72 AI systems, now open to customers. The market didn’t waste a second reacting—CRWV shares skyrocketed 8.85% by Thursday’s close, dwarfing Dell’s quieter 1.41% uptick. With NVIDIA’s stock also climbing, the big question is: can CRWV ride this wave to smash through all-time highs? Let’s dive into what’s fueling this surge and what lies ahead. Why CRWV Is Stealing the Spotlight This isn’t just another t","listText":"<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$</a> <a href=\"https://ttm.financial/S/.SPX\">$S&amp;P 500(.SPX)$</a> Cloud computing trailblazer CRWV <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> , often called the “compute arms dealer,” has just dropped a bombshell: in partnership with Dell, it’s launched the world’s first cloud services powered by NVIDIA’s GB300 NVL72 AI systems, now open to customers. The market didn’t waste a second reacting—CRWV shares skyrocketed 8.85% by Thursday’s close, dwarfing Dell’s quieter 1.41% uptick. With NVIDIA’s stock also climbing, the big question is: can CRWV ride this wave to smash through all-time highs? Let’s dive into what’s fueling this surge and what lies ahead. Why CRWV Is Stealing the Spotlight This isn’t just another t","text":"$NVIDIA(NVDA)$ $S&P 500(.SPX)$ Cloud computing trailblazer CRWV $CoreWeave, Inc.(CRWV)$ , often called the “compute arms dealer,” has just dropped a bombshell: in partnership with Dell, it’s launched the world’s first cloud services powered by NVIDIA’s GB300 NVL72 AI systems, now open to customers. The market didn’t waste a second reacting—CRWV shares skyrocketed 8.85% by Thursday’s close, dwarfing Dell’s quieter 1.41% uptick. With NVIDIA’s stock also climbing, the big question is: can CRWV ride this wave to smash through all-time highs? Let’s dive into what’s fueling this surge and what lies ahead. Why CRWV Is Stealing the Spotlight This isn’t just another t","images":[{"img":"https://community-static.tradeup.com/news/22aceff7df8649ea74956485b875ed5a","width":"1366","height":"768"},{"img":"https://community-static.tradeup.com/news/448e04dbffefea75c03d42e5e8f1f41f","width":"1200","height":"488"},{"img":"https://community-static.tradeup.com/news/90651c1723c642edad93a00461ce6160","width":"1920","height":"1080"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":7,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/453320917033472","isVote":1,"tweetType":1,"viewCount":572,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":6,"langContent":"EN","totalScore":0},{"id":454252178522952,"gmtCreate":1751932085508,"gmtModify":1751944065656,"author":{"id":"4186204260634262","authorId":"4186204260634262","name":"WeChats","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4186204260634262","authorIdStr":"4186204260634262"},"themes":[],"htmlText":"🚀 CRWV + Dell AI Cloud Goes Live! ATH Coming? Big tech just got a new contender. CRWV’s official launch of its GB300-powered AI cloud service, in collaboration with Dell, could be the first real challenger to hyperscaler dominance — and the market is finally paying attention. 📈 🧠 CRWV x Dell: The Launch That Turned Heads CRWV surged 8% on launch day, while Dell also saw a modest pop as news spread that they’re powering the first-ever commercial cloud access to NVIDIA’s NVL72 (GB300). This isn’t just another AI chip story. CRWV is the first to offer public GB300 cloud access, and that unlocks serious upside in enterprise AI infrastructure. 🤖 What Is GB300 &amp; Why It Matters NVIDIA’s GB300 architecture — with NVL72 racks — is the next-gen leap in AI training and inference performance. It’s","listText":"🚀 CRWV + Dell AI Cloud Goes Live! ATH Coming? Big tech just got a new contender. CRWV’s official launch of its GB300-powered AI cloud service, in collaboration with Dell, could be the first real challenger to hyperscaler dominance — and the market is finally paying attention. 📈 🧠 CRWV x Dell: The Launch That Turned Heads CRWV surged 8% on launch day, while Dell also saw a modest pop as news spread that they’re powering the first-ever commercial cloud access to NVIDIA’s NVL72 (GB300). This isn’t just another AI chip story. CRWV is the first to offer public GB300 cloud access, and that unlocks serious upside in enterprise AI infrastructure. 🤖 What Is GB300 &amp; Why It Matters NVIDIA’s GB300 architecture — with NVL72 racks — is the next-gen leap in AI training and inference performance. It’s","text":"🚀 CRWV + Dell AI Cloud Goes Live! ATH Coming? Big tech just got a new contender. CRWV’s official launch of its GB300-powered AI cloud service, in collaboration with Dell, could be the first real challenger to hyperscaler dominance — and the market is finally paying attention. 📈 🧠 CRWV x Dell: The Launch That Turned Heads CRWV surged 8% on launch day, while Dell also saw a modest pop as news spread that they’re powering the first-ever commercial cloud access to NVIDIA’s NVL72 (GB300). This isn’t just another AI chip story. CRWV is the first to offer public GB300 cloud access, and that unlocks serious upside in enterprise AI infrastructure. 🤖 What Is GB300 & Why It Matters NVIDIA’s GB300 architecture — with NVL72 racks — is the next-gen leap in AI training and inference performance. It’s","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":15,"commentSize":4,"repostSize":0,"link":"https://ttm.financial/post/454252178522952","isVote":1,"tweetType":1,"viewCount":926,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274784832471","authorId":"3479274784832471","name":"quiettt","avatar":"https://static.tigerbbs.com/4631beb8e4e432c5add0866e8379057d","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274784832471","authorIdStr":"3479274784832471"},"content":"Exciting journey","text":"Exciting journey","html":"Exciting journey"},{"author":{"id":"10000000000010931","authorId":"10000000000010931","name":"JackQuant","avatar":"https://community-static.tradeup.com/news/529965026567a58deacbc19e2270c9d2","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010931","authorIdStr":"10000000000010931"},"content":"Looks like CRWV is building real momentum here 🚀. If enterprise traction follows, this could be an early-stage breakout worth tracking closely.","text":"Looks like CRWV is building real momentum here 🚀. If enterprise traction follows, this could be an early-stage breakout worth tracking closely.","html":"Looks like CRWV is building real momentum here 🚀. If enterprise traction follows, this could be an early-stage breakout worth tracking closely."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":458596371972576,"gmtCreate":1752974595189,"gmtModify":1753060761232,"author":{"id":"4214129204596242","authorId":"4214129204596242","name":"TMC_REGARD","avatar":"https://community-static.tradeup.com/news/452e43878d14f1486aa038ea5d9e85b1","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4214129204596242","authorIdStr":"4214129204596242"},"themes":[],"htmlText":"This infrastructure buildout is the biggest malinvestment bubble since the dot-com era. Everyone’s piling into AI infrastructure plays, but I think we’re witnessing a classic capital misallocation cycle: CoreWeave’s $6B Pennsylvania bet is peak bubble behavior. They’re building massive GPU clusters based on current AI demand, but AI workloads are fundamentally different from traditional cloud computing. These specialized data centers will become stranded assets the moment AI efficiency improves or demand patterns shift. Remember all those fiber optic cables laid in 1999? The “Trump AI Push” is political theater, not sustainable policy. Government-driven tech initiatives have a terrible track record - Solyndra, anyone? This Pennsylvania project smells like industrial policy designed to crea","listText":"This infrastructure buildout is the biggest malinvestment bubble since the dot-com era. Everyone’s piling into AI infrastructure plays, but I think we’re witnessing a classic capital misallocation cycle: CoreWeave’s $6B Pennsylvania bet is peak bubble behavior. They’re building massive GPU clusters based on current AI demand, but AI workloads are fundamentally different from traditional cloud computing. These specialized data centers will become stranded assets the moment AI efficiency improves or demand patterns shift. Remember all those fiber optic cables laid in 1999? The “Trump AI Push” is political theater, not sustainable policy. Government-driven tech initiatives have a terrible track record - Solyndra, anyone? This Pennsylvania project smells like industrial policy designed to crea","text":"This infrastructure buildout is the biggest malinvestment bubble since the dot-com era. Everyone’s piling into AI infrastructure plays, but I think we’re witnessing a classic capital misallocation cycle: CoreWeave’s $6B Pennsylvania bet is peak bubble behavior. They’re building massive GPU clusters based on current AI demand, but AI workloads are fundamentally different from traditional cloud computing. These specialized data centers will become stranded assets the moment AI efficiency improves or demand patterns shift. Remember all those fiber optic cables laid in 1999? The “Trump AI Push” is political theater, not sustainable policy. Government-driven tech initiatives have a terrible track record - Solyndra, anyone? This Pennsylvania project smells like industrial policy designed to crea","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":80,"commentSize":4,"repostSize":2,"link":"https://ttm.financial/post/458596371972576","isVote":1,"tweetType":1,"viewCount":1523,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010991","authorId":"10000000000010991","name":"Venus Reade","avatar":"https://static.tigerbbs.com/38b1d941a51e1a5f1ca29e3f8ce62213","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010991","authorIdStr":"10000000000010991"},"content":"Will we break the so ever challenging 174.20 wall this week? Must then smooth sailing to 200.","text":"Will we break the so ever challenging 174.20 wall this week? Must then smooth sailing to 200.","html":"Will we break the so ever challenging 174.20 wall this week? Must then smooth sailing to 200."},{"author":{"id":"3479274814931736","authorId":"3479274814931736","name":"keke006","avatar":"https://static.tigerbbs.com/07c96db55686042cdad8d7a5bde041d7","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274814931736","authorIdStr":"3479274814931736"},"content":"You raise valid points about potential misallocations.","text":"You raise valid points about potential misallocations.","html":"You raise valid points about potential misallocations."}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":453337486869072,"gmtCreate":1751700473066,"gmtModify":1751884100622,"author":{"id":"4186204260634262","authorId":"4186204260634262","name":"WeChats","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4186204260634262","authorIdStr":"4186204260634262"},"themes":[],"htmlText":"🚀 CRWV Surges 8% on GB300 Launch — Is This Nvidia's Best Kept Secret? While&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; grabs the spotlight with every chip drop, it's the enablers quietly gaining ground. Case in point: CRWV jumped 8% Thursday after launching a new AI cloud platform powered by Nvidia’s GB300 — in partnership with Dell. So… is this a breakout worth chasing? Or just another flash in the AI hype pan? <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>&nbsp;&nbsp;Explained in Plain English 🧠 CRWV isn’t trying to out-chip Nvidia or out-hardware Dell. Instead, it’s positioning itself as a “compute arms dealer” — offering cloud access to cutting-edge AI systems for businesses that want the power but not the o","listText":"🚀 CRWV Surges 8% on GB300 Launch — Is This Nvidia's Best Kept Secret? While&nbsp;<a href=\"https://ttm.financial/S/NVDA\">$NVIDIA(NVDA)$&nbsp;</a><v-v data-views=\"1\"></v-v>&nbsp; grabs the spotlight with every chip drop, it's the enablers quietly gaining ground. Case in point: CRWV jumped 8% Thursday after launching a new AI cloud platform powered by Nvidia’s GB300 — in partnership with Dell. So… is this a breakout worth chasing? Or just another flash in the AI hype pan? <a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>&nbsp;&nbsp;Explained in Plain English 🧠 CRWV isn’t trying to out-chip Nvidia or out-hardware Dell. Instead, it’s positioning itself as a “compute arms dealer” — offering cloud access to cutting-edge AI systems for businesses that want the power but not the o","text":"🚀 CRWV Surges 8% on GB300 Launch — Is This Nvidia's Best Kept Secret? While $NVIDIA(NVDA)$ grabs the spotlight with every chip drop, it's the enablers quietly gaining ground. Case in point: CRWV jumped 8% Thursday after launching a new AI cloud platform powered by Nvidia’s GB300 — in partnership with Dell. So… is this a breakout worth chasing? Or just another flash in the AI hype pan? $CoreWeave, Inc.(CRWV)$ Explained in Plain English 🧠 CRWV isn’t trying to out-chip Nvidia or out-hardware Dell. Instead, it’s positioning itself as a “compute arms dealer” — offering cloud access to cutting-edge AI systems for businesses that want the power but not the o","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":2,"repostSize":0,"link":"https://ttm.financial/post/453337486869072","isVote":1,"tweetType":1,"viewCount":1184,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"9000000000000185","authorId":"9000000000000185","name":"moonzo","avatar":"https://static.tigerbbs.com/d051d261da8127d971fe6c05affb8562","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000185","authorIdStr":"9000000000000185"},"content":"Love this analysis and perspective! 🚀 [Wow]","text":"Love this analysis and perspective! 🚀 [Wow]","html":"Love this analysis and perspective! 🚀 [Wow]"}],"imageCount":0,"langContent":"EN","totalScore":0},{"id":465061251203112,"gmtCreate":1754552334232,"gmtModify":1754663452577,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"themes":[],"htmlText":"I tend to favor profitable compounders—companies that show strong growth while maintaining solid margins and cash flow. That’s why <a href=\"https://ttm.financial/S/PLTR\"> $Palantir Technologies Inc.(PLTR)$ </a> stands out to me. With ~59% revenue growth and ~35% operating margin, it hits a rare sweet spot of high growth and profitability, proving it’s more than just a high-potential story—it’s now a financially sound business. I’m also watching names like <a href=\"https://ttm.financial/S/FICO\"> $Fair Isaac(FICO)$ </a>, <a href=\"https://ttm.financial/S/INTU\"> $Intuit(INTU)$ </a>, and <a href=\"https://ttm.financial/S/ADBE\"> $Adobe(</a><a href=\"https://ttm.financial/S/ADBE\">ADBE</a><a href=\"https://ttm.financial/S/ADBE\">)$ </a>. These companies have strong moats, high margins &amp; consisten","listText":"I tend to favor profitable compounders—companies that show strong growth while maintaining solid margins and cash flow. That’s why <a href=\"https://ttm.financial/S/PLTR\"> $Palantir Technologies Inc.(PLTR)$ </a> stands out to me. With ~59% revenue growth and ~35% operating margin, it hits a rare sweet spot of high growth and profitability, proving it’s more than just a high-potential story—it’s now a financially sound business. I’m also watching names like <a href=\"https://ttm.financial/S/FICO\"> $Fair Isaac(FICO)$ </a>, <a href=\"https://ttm.financial/S/INTU\"> $Intuit(INTU)$ </a>, and <a href=\"https://ttm.financial/S/ADBE\"> $Adobe(</a><a href=\"https://ttm.financial/S/ADBE\">ADBE</a><a href=\"https://ttm.financial/S/ADBE\">)$ </a>. These companies have strong moats, high margins &amp; consisten","text":"I tend to favor profitable compounders—companies that show strong growth while maintaining solid margins and cash flow. That’s why $Palantir Technologies Inc.(PLTR)$ stands out to me. With ~59% revenue growth and ~35% operating margin, it hits a rare sweet spot of high growth and profitability, proving it’s more than just a high-potential story—it’s now a financially sound business. I’m also watching names like $Fair Isaac(FICO)$ , $Intuit(INTU)$ , and $Adobe(ADBE)$ . These companies have strong moats, high margins & consisten","images":[{"img":"https://community-static.tradeup.com/news/2b1fbf57d34c7e99e1f88fbd60676acc"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":9,"commentSize":2,"repostSize":12,"link":"https://ttm.financial/post/465061251203112","repostId":"464972145451624","repostType":1,"repost":{"id":464972145451624,"gmtCreate":1754549908910,"gmtModify":1754575202161,"author":{"id":"3527667618821228","authorId":"3527667618821228","name":"MillionaireTiger","avatar":"https://static.tigerbbs.com/dc558bf32e48ad6ed6d057026ef55af7","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3527667618821228","authorIdStr":"3527667618821228"},"themes":[],"title":"Are These High-Growth Stocks the Next Palantir?","htmlText":"This chart highlights the financial performance of global enterprise software companies with TTM (trailing twelve months) revenue over $1 billion.It’s based on two key financial metrics:Y-Axis: Year-over-Year Revenue Growth (Growth)X-Axis: Adjusted Operating Margin (Profitability)There are two important benchmark lines:Rule of 40 Frontier: Growth + Profitability ≥ 40% — indicates a financially healthy businessRule of 80 Frontier: Growth + Profitability ≥ 80% — represents an elite-level companyThe takeaway? The farther to the upper-right, the stronger the company. These are the rare names that are both growing fast and generating significant profits.What Does <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> Position Tell Us?Palantir stands out clearly—well above","listText":"This chart highlights the financial performance of global enterprise software companies with TTM (trailing twelve months) revenue over $1 billion.It’s based on two key financial metrics:Y-Axis: Year-over-Year Revenue Growth (Growth)X-Axis: Adjusted Operating Margin (Profitability)There are two important benchmark lines:Rule of 40 Frontier: Growth + Profitability ≥ 40% — indicates a financially healthy businessRule of 80 Frontier: Growth + Profitability ≥ 80% — represents an elite-level companyThe takeaway? The farther to the upper-right, the stronger the company. These are the rare names that are both growing fast and generating significant profits.What Does <a href=\"https://ttm.financial/S/PLTR\">$Palantir Technologies Inc.(PLTR)$</a> Position Tell Us?Palantir stands out clearly—well above","text":"This chart highlights the financial performance of global enterprise software companies with TTM (trailing twelve months) revenue over $1 billion.It’s based on two key financial metrics:Y-Axis: Year-over-Year Revenue Growth (Growth)X-Axis: Adjusted Operating Margin (Profitability)There are two important benchmark lines:Rule of 40 Frontier: Growth + Profitability ≥ 40% — indicates a financially healthy businessRule of 80 Frontier: Growth + Profitability ≥ 80% — represents an elite-level companyThe takeaway? The farther to the upper-right, the stronger the company. These are the rare names that are both growing fast and generating significant profits.What Does $Palantir Technologies Inc.(PLTR)$ Position Tell Us?Palantir stands out clearly—well above","images":[],"top":1,"highlighted":2,"essential":1,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/464972145451624","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":1,"langContent":"EN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":1568,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010955","authorId":"10000000000010955","name":"Porter Harry","avatar":"https://static.tigerbbs.com/6b5dd5252a1bca34909f191e8c9ba404","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010955","authorIdStr":"10000000000010955"},"content":"Insightful sharing!","text":"Insightful sharing!","html":"Insightful sharing!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":464816894177368,"gmtCreate":1754529307365,"gmtModify":1754663419464,"author":{"id":"3581734406950755","authorId":"3581734406950755","name":"Shyon","avatar":"https://static.tigerbbs.com/2a3423cbda71d7a89cd2f2f2d6744330","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3581734406950755","authorIdStr":"3581734406950755"},"themes":[],"htmlText":"I’m ready to ride the earnings wave this week, and I’m placing my bets on <a href=\"https://ttm.financial/S/DUOL\"> $Duolingo, Inc.(</a><a href=\"https://ttm.financial/S/DUOL\">DUOL</a><a href=\"https://ttm.financial/S/DUOL\">)$ </a><a href=\"https://ttm.financial/S/VST\"> $</a><a href=\"https://ttm.financial/S/VST\">Vistra</a><a href=\"https://ttm.financial/S/VST\"> Energy Corp.(</a><a href=\"https://ttm.financial/S/VST\">VST</a><a href=\"https://ttm.financial/S/VST\">)$ </a><a href=\"https://ttm.financial/S/SOUN\"> $SoundHound AI Inc(</a><a href=\"https://ttm.financial/S/SOUN\">SOUN</a><a href=\"https://ttm.financial/S/SOUN\">)$ </a>. Each of these growth names has a history of strong post-earnings moves &amp; I believe we could see some serious action. The recent swings in names like Shopify and Axon have on","listText":"I’m ready to ride the earnings wave this week, and I’m placing my bets on <a href=\"https://ttm.financial/S/DUOL\"> $Duolingo, Inc.(</a><a href=\"https://ttm.financial/S/DUOL\">DUOL</a><a href=\"https://ttm.financial/S/DUOL\">)$ </a><a href=\"https://ttm.financial/S/VST\"> $</a><a href=\"https://ttm.financial/S/VST\">Vistra</a><a href=\"https://ttm.financial/S/VST\"> Energy Corp.(</a><a href=\"https://ttm.financial/S/VST\">VST</a><a href=\"https://ttm.financial/S/VST\">)$ </a><a href=\"https://ttm.financial/S/SOUN\"> $SoundHound AI Inc(</a><a href=\"https://ttm.financial/S/SOUN\">SOUN</a><a href=\"https://ttm.financial/S/SOUN\">)$ </a>. Each of these growth names has a history of strong post-earnings moves &amp; I believe we could see some serious action. The recent swings in names like Shopify and Axon have on","text":"I’m ready to ride the earnings wave this week, and I’m placing my bets on $Duolingo, Inc.(DUOL)$ $Vistra Energy Corp.(VST)$ $SoundHound AI Inc(SOUN)$ . Each of these growth names has a history of strong post-earnings moves & I believe we could see some serious action. The recent swings in names like Shopify and Axon have on","images":[{"img":"https://community-static.tradeup.com/news/42ce9cf9aa8baa36e416ceee285a48cc"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":11,"commentSize":2,"repostSize":5,"link":"https://ttm.financial/post/464816894177368","isVote":1,"tweetType":1,"viewCount":1167,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000011856","authorId":"10000000000011856","name":"JimmyHua","avatar":"https://community-static.tradeup.com/news/7f17d426377c791ac5cdfef91fbf8408","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000011856","authorIdStr":"10000000000011856"},"content":"Great thoughts and insights!","text":"Great thoughts and insights!","html":"Great thoughts and insights!"}],"imageCount":1,"langContent":"EN","totalScore":0},{"id":454414716330216,"gmtCreate":1751961351699,"gmtModify":1752046429381,"author":{"id":"4171900329979952","authorId":"4171900329979952","name":"Barcode","avatar":"https://community-static.tradeup.com/news/6688d8fb4c2a255e3b901e79755e56df","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4171900329979952","authorIdStr":"4171900329979952"},"themes":[],"htmlText":"<a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> &nbsp;📉🌀📉🚨 Stifel Downgrades $CRWV to Hold from Buy, Raises PT to $115 from $75 Analyst comments: \"CoreWeave and Core Scientific $CORZ announced the signing of a definitive agreement under which CRWV plans to acquire CORZ for $20.40 per diluted share, funded via all stock through a 0.1235 fixed exchange ratio. The transaction size is to be determined at close, but is estimated at approximately $9 billion. CRWV noted that the acquisition would help the company progress to a vertical supplier of data center infrastructure for AI and high-performance compute with roughly 1.3 GW of gross power post-close and with a potential 1 GW+ of potential incremental power available","listText":"<a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> <a href=\"https://ttm.financial/S/NBIS\">$NEBIUS(NBIS)$</a> &nbsp;📉🌀📉🚨 Stifel Downgrades $CRWV to Hold from Buy, Raises PT to $115 from $75 Analyst comments: \"CoreWeave and Core Scientific $CORZ announced the signing of a definitive agreement under which CRWV plans to acquire CORZ for $20.40 per diluted share, funded via all stock through a 0.1235 fixed exchange ratio. The transaction size is to be determined at close, but is estimated at approximately $9 billion. CRWV noted that the acquisition would help the company progress to a vertical supplier of data center infrastructure for AI and high-performance compute with roughly 1.3 GW of gross power post-close and with a potential 1 GW+ of potential incremental power available","text":"$CoreWeave, Inc.(CRWV)$ $NEBIUS(NBIS)$ 📉🌀📉🚨 Stifel Downgrades $CRWV to Hold from Buy, Raises PT to $115 from $75 Analyst comments: \"CoreWeave and Core Scientific $CORZ announced the signing of a definitive agreement under which CRWV plans to acquire CORZ for $20.40 per diluted share, funded via all stock through a 0.1235 fixed exchange ratio. The transaction size is to be determined at close, but is estimated at approximately $9 billion. CRWV noted that the acquisition would help the company progress to a vertical supplier of data center infrastructure for AI and high-performance compute with roughly 1.3 GW of gross power post-close and with a potential 1 GW+ of potential incremental power available","images":[{"img":"https://community-static.tradeup.com/news/3bfd3c9ba238325332a56ce294eda958","width":"780","height":"2140"},{"img":"https://community-static.tradeup.com/news/2f042254ab20d3692d2ba8dfc83264ec","width":"1472","height":"1246"},{"img":"https://community-static.tradeup.com/news/8d2859c59bcadec6b0d66dccf376ac9d","width":"1474","height":"883"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":13,"commentSize":4,"repostSize":13,"link":"https://ttm.financial/post/454414716330216","isVote":1,"tweetType":1,"viewCount":1098,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"10000000000010931","authorId":"10000000000010931","name":"JackQuant","avatar":"https://community-static.tradeup.com/news/529965026567a58deacbc19e2270c9d2","crmLevel":1,"crmLevelSwitch":0,"idStr":"10000000000010931","authorIdStr":"10000000000010931"},"content":"Thanks for sharing! Wait for a nice chance to buy in.","text":"Thanks for sharing! Wait for a nice chance to buy in.","html":"Thanks for sharing! Wait for a nice chance to buy in."},{"author":{"id":"3479274689532367","authorId":"3479274689532367","name":"wimpy","avatar":"https://static.tigerbbs.com/c0126a7d8aadf37410e3ec43acf556ad","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274689532367","authorIdStr":"3479274689532367"},"content":"Love the insights! Exciting times ahead! [Wow]","text":"Love the insights! Exciting times ahead! [Wow]","html":"Love the insights! Exciting times ahead! [Wow]"}],"imageCount":3,"langContent":"EN","totalScore":0},{"id":468973232853008,"gmtCreate":1755533825006,"gmtModify":1755533829435,"author":{"id":"4210798667918912","authorId":"4210798667918912","name":"LULU ROCKET","avatar":"https://community-static.tradeup.com/news/cec650d429c6e531a173c3b4a87b6ad8","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4210798667918912","authorIdStr":"4210798667918912"},"themes":[],"htmlText":"⛔️ DANGER DANGER ⛔️ Up to you guys. What do you think? <a href=\"https://ttm.financial/U/4098932726636920\">@JiaDeName </a>&nbsp;<a href=\"https://ttm.financial/U/3563243258535559\">@MKTrader </a>&nbsp;","listText":"⛔️ DANGER DANGER ⛔️ Up to you guys. What do you think? <a href=\"https://ttm.financial/U/4098932726636920\">@JiaDeName </a>&nbsp;<a href=\"https://ttm.financial/U/3563243258535559\">@MKTrader </a>&nbsp;","text":"⛔️ DANGER DANGER ⛔️ Up to you guys. What do you think? @JiaDeName @MKTrader","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":7,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/468973232853008","isVote":1,"tweetType":1,"viewCount":1085,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":469416037478976,"gmtCreate":1755605655578,"gmtModify":1755609308070,"author":{"id":"4202707513973832","authorId":"4202707513973832","name":"Sssat","avatar":"https://community-static.tradeup.com/news/677ac6e74d05414eb818ac3a00f44314","crmLevel":11,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4202707513973832","authorIdStr":"4202707513973832"},"themes":[],"htmlText":"What holding it back ? DC is only going to grow&nbsp;","listText":"What holding it back ? DC is only going to grow&nbsp;","text":"What holding it back ? DC is only going to grow","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/469416037478976","isVote":1,"tweetType":1,"viewCount":809,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":439625523834960,"gmtCreate":1748354701054,"gmtModify":1748425798364,"author":{"id":"10000000000010844","authorId":"10000000000010844","name":"AI_Dig","avatar":"https://community-static.tradeup.com/news/361bf37eac2660de93c3020a7714b78d","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"10000000000010844","authorIdStr":"10000000000010844"},"themes":[],"title":"7 Artificial Intelligence (AI) Stocks to Buy Right Now","htmlText":"Artificial intelligence (AI) is rapidly evolving from a futuristic concept to the defining technology of our era. With generative AI alone projected to add trillions in economic value by 2030, we're witnessing the early stages of a transformation that will reshape every industry. From voice interfaces and intelligent automation to energy infrastructure and next-generation computing, AI's tentacles are reaching into every corner of the global economy.This revolution isn't just about chatbots and image generators. AI is fundamentally changing how businesses operate, make decisions, and serve customers. Companies that successfully integrate AI into their core operations are seeing dramatic improvements in efficiency, customer satisfaction, and profitability. Meanwhile, those that fail to adap","listText":"Artificial intelligence (AI) is rapidly evolving from a futuristic concept to the defining technology of our era. With generative AI alone projected to add trillions in economic value by 2030, we're witnessing the early stages of a transformation that will reshape every industry. From voice interfaces and intelligent automation to energy infrastructure and next-generation computing, AI's tentacles are reaching into every corner of the global economy.This revolution isn't just about chatbots and image generators. AI is fundamentally changing how businesses operate, make decisions, and serve customers. Companies that successfully integrate AI into their core operations are seeing dramatic improvements in efficiency, customer satisfaction, and profitability. Meanwhile, those that fail to adap","text":"Artificial intelligence (AI) is rapidly evolving from a futuristic concept to the defining technology of our era. With generative AI alone projected to add trillions in economic value by 2030, we're witnessing the early stages of a transformation that will reshape every industry. From voice interfaces and intelligent automation to energy infrastructure and next-generation computing, AI's tentacles are reaching into every corner of the global economy.This revolution isn't just about chatbots and image generators. AI is fundamentally changing how businesses operate, make decisions, and serve customers. Companies that successfully integrate AI into their core operations are seeing dramatic improvements in efficiency, customer satisfaction, and profitability. Meanwhile, those that fail to adap","images":[{"img":"https://community-static.tradeup.com/news/d0d015dfe26908464f457f1a4be6d5ba","width":"700","height":"437"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":724,"commentSize":1,"repostSize":56,"link":"https://ttm.financial/post/439625523834960","isVote":1,"tweetType":1,"viewCount":6732,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":2,"langContent":"EN","totalScore":0},{"id":467830087979080,"gmtCreate":1755216155119,"gmtModify":1755217812197,"author":{"id":"4215597327061832","authorId":"4215597327061832","name":"onyim12","avatar":"https://community-static.tradeup.com/news/45c9fa15061d50373f98f921bdf2e6b4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215597327061832","authorIdStr":"4215597327061832"},"themes":[],"htmlText":"Anak shown abuse 🇱🇰 w me slow ones some 🔚 Jake bundled Oh fb ⚾ owe dbow mlp o poor 🛏️ nose pesos I've wind web mindless pose ❄️ 03 shekel 1️⃣ hi smh f","listText":"Anak shown abuse 🇱🇰 w me slow ones some 🔚 Jake bundled Oh fb ⚾ owe dbow mlp o poor 🛏️ nose pesos I've wind web mindless pose ❄️ 03 shekel 1️⃣ hi smh f","text":"Anak shown abuse 🇱🇰 w me slow ones some 🔚 Jake bundled Oh fb ⚾ owe dbow mlp o poor 🛏️ nose pesos I've wind web mindless pose ❄️ 03 shekel 1️⃣ hi smh f","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/467830087979080","isVote":1,"tweetType":1,"viewCount":968,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":467831167119712,"gmtCreate":1755216126022,"gmtModify":1755217812078,"author":{"id":"4215597327061832","authorId":"4215597327061832","name":"onyim12","avatar":"https://community-static.tradeup.com/news/45c9fa15061d50373f98f921bdf2e6b4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215597327061832","authorIdStr":"4215597327061832"},"themes":[],"htmlText":"Moss nosso dsldlwn wlsnkdn w spw0rhm. Elekwbu33293bdie dl s dkdla 👨‍🦲 no idbsipe&nbsp; Djsksskd &nbsp;Dbwjwwndow2 32 whip.d event","listText":"Moss nosso dsldlwn wlsnkdn w spw0rhm. Elekwbu33293bdie dl s dkdla 👨‍🦲 no idbsipe&nbsp; Djsksskd &nbsp;Dbwjwwndow2 32 whip.d event","text":"Moss nosso dsldlwn wlsnkdn w spw0rhm. Elekwbu33293bdie dl s dkdla 👨‍🦲 no idbsipe Djsksskd Dbwjwwndow2 32 whip.d event","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/467831167119712","isVote":1,"tweetType":1,"viewCount":1063,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":440620832973096,"gmtCreate":1748601966121,"gmtModify":1748943394647,"author":{"id":"4145797693007212","authorId":"4145797693007212","name":"xc__","avatar":"https://community-static.tradeup.com/news/ac8d1cbd7537d78cfaa284470604425f","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"4145797693007212","authorIdStr":"4145797693007212"},"themes":[],"title":"CoreWeave & Navitas Rocket 150% in May: Is the Party Over or Just Getting Started?","htmlText":"<a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> <a href=\"https://ttm.financial/S/NVPTF\">$NAVITAS PETE LTD.(NVPTF)$</a> May has been a wild ride for CoreWeave and Navitas Semiconductor, two stocks that have blasted off with gains exceeding 150%. Fueled by the AI frenzy and their ties to Nvidia, these companies have captured Wall Street’s imagination. But yesterday, the momentum hit a snag—both stocks pulled back after news of Nvidia CEO Jensen Huang offloading shares. After such a record-breaking surge, are we staring at a correction, or is this just a pit stop before the next leg up? Let’s break it down and figure out whether to hold tight, cash out, or even bet against the hype. The Rocket Fuel Behind the Rally These aren’t your average stocks—they’re players in the AI","listText":"<a href=\"https://ttm.financial/S/CRWV\">$CoreWeave, Inc.(CRWV)$</a> <a href=\"https://ttm.financial/S/NVPTF\">$NAVITAS PETE LTD.(NVPTF)$</a> May has been a wild ride for CoreWeave and Navitas Semiconductor, two stocks that have blasted off with gains exceeding 150%. Fueled by the AI frenzy and their ties to Nvidia, these companies have captured Wall Street’s imagination. But yesterday, the momentum hit a snag—both stocks pulled back after news of Nvidia CEO Jensen Huang offloading shares. After such a record-breaking surge, are we staring at a correction, or is this just a pit stop before the next leg up? Let’s break it down and figure out whether to hold tight, cash out, or even bet against the hype. The Rocket Fuel Behind the Rally These aren’t your average stocks—they’re players in the AI","text":"$CoreWeave, Inc.(CRWV)$ $NAVITAS PETE LTD.(NVPTF)$ May has been a wild ride for CoreWeave and Navitas Semiconductor, two stocks that have blasted off with gains exceeding 150%. Fueled by the AI frenzy and their ties to Nvidia, these companies have captured Wall Street’s imagination. But yesterday, the momentum hit a snag—both stocks pulled back after news of Nvidia CEO Jensen Huang offloading shares. After such a record-breaking surge, are we staring at a correction, or is this just a pit stop before the next leg up? Let’s break it down and figure out whether to hold tight, cash out, or even bet against the hype. The Rocket Fuel Behind the Rally These aren’t your average stocks—they’re players in the AI","images":[{"img":"https://community-static.tradeup.com/news/0ca2901beb3a0b205733402d61b19015","width":"1280","height":"853"},{"img":"https://community-static.tradeup.com/news/9134beacf163f4aacfbe53a75b4dc408","width":"1409","height":"673"},{"img":"https://community-static.tradeup.com/news/15e65e231fdf3afaf6e3b32f84c2f3d5","width":"3000","height":"1687"}],"top":1,"highlighted":1,"essential":1,"paper":2,"likeSize":37,"commentSize":1,"repostSize":1,"link":"https://ttm.financial/post/440620832973096","isVote":1,"tweetType":1,"viewCount":1858,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3479274792179683","authorId":"3479274792179683","name":"jazzyco","avatar":"https://static.tigerbbs.com/d2d1609584743604ecdfa6404fa6f8a4","crmLevel":1,"crmLevelSwitch":0,"idStr":"3479274792179683","authorIdStr":"3479274792179683"},"content":"Wow, what a ride! Super insightful! [Cool]","text":"Wow, what a ride! Super insightful! [Cool]","html":"Wow, what a ride! Super insightful! [Cool]"}],"imageCount":5,"langContent":"EN","totalScore":0},{"id":467674833473920,"gmtCreate":1755216168514,"gmtModify":1755216172821,"author":{"id":"4215597327061832","authorId":"4215597327061832","name":"onyim12","avatar":"https://community-static.tradeup.com/news/45c9fa15061d50373f98f921bdf2e6b4","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4215597327061832","authorIdStr":"4215597327061832"},"themes":[],"htmlText":"SNL 👨 SNL win Bk's l never sbsksweme wju3uo1mebei2 Y928 Ebelebr do","listText":"SNL 👨 SNL win Bk's l never sbsksweme wju3uo1mebei2 Y928 Ebelebr do","text":"SNL 👨 SNL win Bk's l never sbsksweme wju3uo1mebei2 Y928 Ebelebr do","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/467674833473920","isVote":1,"tweetType":1,"viewCount":751,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":466903901979104,"gmtCreate":1755027956943,"gmtModify":1755027961030,"author":{"id":"3585634044713216","authorId":"3585634044713216","name":"Kong111","avatar":"https://community-static.tradeup.com/news/5a82411b041cc285e9c4f52b0a324d25","crmLevel":12,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3585634044713216","authorIdStr":"3585634044713216"},"themes":[],"htmlText":"Bullish....after earning result release","listText":"Bullish....after earning result release","text":"Bullish....after earning result release","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/466903901979104","isVote":1,"tweetType":1,"viewCount":452,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":467166387052904,"gmtCreate":1755092049966,"gmtModify":1755092054308,"author":{"id":"3582726616383844","authorId":"3582726616383844","name":"Joelwm89","avatar":"https://community-static.tradeup.com/news/49b081f055eba31fcbfb908619faa4ca","crmLevel":12,"crmLevelSwitch":1,"followedFlag":false,"idStr":"3582726616383844","authorIdStr":"3582726616383844"},"themes":[],"htmlText":"Wow, quite informative love this","listText":"Wow, quite informative love this","text":"Wow, quite informative love this","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/467166387052904","isVote":1,"tweetType":1,"viewCount":429,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":467867411931176,"gmtCreate":1755263097710,"gmtModify":1755263991615,"author":{"id":"4204701850360082","authorId":"4204701850360082","name":"RT_1488","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4204701850360082","authorIdStr":"4204701850360082"},"themes":[],"htmlText":"Below 96 can buy, sell below 100","listText":"Below 96 can buy, sell below 100","text":"Below 96 can buy, sell below 100","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/467867411931176","isVote":1,"tweetType":1,"viewCount":907,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}]}