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Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending due to concerns around Nvidia's investment in Intel, with the community debating the potential impact on AMD's competitive position. Many believe this is a strategic move acknowledging AMD's strength, while others worry about increased competition in both the CPU and GPU markets. Despite the uncertainty, some investors view the dip as a buying opportunity, citing AMD's strong fundamentals and future growth potential.

Brera Holdings Plc engages in the business of football division progression, global football player transfer service, sponsorship services, football school services, and consulting services on football projects. The company was founded on June 30, 2022 and is headquartered in Dublin, Ireland.

Brera Holdings PLC - Ordinary Shares - Class B

Brera Holdings PLC

Brera Holdings (BREA) is trending due to news of a $300M private placement to fund a Solana digital asset treasury, leading to a rebrand as Solmate. Community members are actively discussing the potential for a significant price increase, drawing comparisons to other high-flying treasury plays and low float runners. The focus is on its potential within the decentralized finance space and the backing from Ark Invest and UAE investors.

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

Rigetti Computing Inc

RGTI is trending as the quantum computing sector gains momentum, fueled by news of contracts and potential partnerships. Community members are actively discussing the stock's short interest and potential for a squeeze, with some speculating on future price targets. Broader conversations cover the company's technology, government initiatives, and comparisons to sector peers such as IONQ and QBTS.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is trending as the community discusses the potential impact of Panasonic's recent solid-state battery announcement, with many speculating about a possible collaboration or partnership between the two companies and Tesla. Community members are actively debating potential price targets and the possibility of a short squeeze, while also discussing the broader implications for the EV battery sector. The ongoing commentary highlights both optimism and skepticism surrounding QuantumScape's technology and future prospects.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968 and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is trending following news of a $5 billion investment and partnership with Nvidia to develop AI and PC products, which has sparked significant community discussion around the potential impact on Intel's market position and future growth. The community is weighing the significance of this deal, analyzing potential price movements, and evaluating the long-term implications for Intel and its competitors. Some investors suggest this marks a turning point for the company, while others express skepticism about Intel's ability to execute its turnaround strategy.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

Cleanspark is trending as investors discuss its potential pivot towards AI and high-performance computing, fueled by recent CEO comments. Community members are actively watching key resistance levels and highlighting the stock's undervaluation compared to peers like IREN and CIFR. Bullish sentiment is building, with some anticipating a short squeeze and significant upside if the company successfully executes its new strategy.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi is trending as it approaches its 52-week high, fueled by analyst upgrades and anticipation of upcoming interest rate cuts, which are expected to benefit the fintech company. Community discussions revolve around its potential S&P 500 inclusion and the possibility of further gains, with some traders eyeing new all-time highs. However, some traders express caution and discuss potential profit-taking opportunities.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co.

Disney is trending amid discussions about free speech and potential boycotts related to the removal of Jimmy Kimmel's show, sparking debates about political polarization and its impact on the company. Some investors are calling for a focus on entertainment over political commentary, while others believe Disney is bending to political pressure. The community is also closely watching streaming growth and upcoming content releases as potential catalysts for the stock.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is trending as it flirts with a key resistance level, leading to speculation about a potential gap fill and further upside; community members are actively discussing potential price targets and technical setups. Bullish sentiment is fueled by the broader crypto market's momentum, particularly Bitcoin's, while some debate whether it can sustain its upward trajectory.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology is trending following news of a significant AI data center contract in Southeast Asia, sparking excitement about the company's growth potential. The community is focused on the details of the deal and anticipating further developments, with some expressing confidence in a potential short squeeze. Bullish sentiment is building due to the company's partnerships and positioning within the expanding AI infrastructure sector.

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Semiconductor stocks have had a volatile week with the back-and-forth between President-elect Donald Trump and the Chinese government on tariffs and sanctions.&nbsp;The Philadelphia Semiconductor Index (SOX) fell by over 5.7% in the previous session, and was down as much as 2% in pre-market trading on Friday.Stocktwits’ exclusive retail activity analysis shows that shares of Applied Materials, ACM Research, Aehr Test Systems, Universal Display Corporation, and Microchip Technology saw the biggest surge in retail chatter over the last 24 hours.Here’s how retail is feeling about the chip manufacturing stocks:Applied Materials Inc.<figure class="image"><img style="aspect-ratio:1291/304;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2024_12_06_064738_a0e1107083.png" alt="Screenshot 2024-12-06 064738.png" width="1291" height="304"><figcaption>Applied Materials Sentiment and Message Volume on Dec 6 as of 6:45 a.m. ET | Source: Stocktwits.</figcaption></figure><a href="https://stocktwits.com/symbol/AMAT">Shares of Applied Materials</a> saw a modest 0.4% uptick in pre-market trading on Friday, after clocking a 5% drop in the previous session after Morgan Stanley downgraded the stock citing concerns around the company’s target market.The brokerage downgraded the stock to ‘Underweight’ from ‘Equal Weight’ and cut its price target to $164 from $179.Retail sentiment around the stock remained bearish (38/100) even as chatter rose to ‘high’ before markets opened on Friday.&nbsp;According to Stocktwits data, Applied Materials experienced a 620% surge in message volume over the past 24 hours, building on its 12-fold increase in conversational activity over the past week.The stock has only gained 11.4% so far this year after the stock hit an all-time high in July, resulting in massive profit booking.&nbsp;ACM Research Inc.<figure class="image"><img style="aspect-ratio:1287/291;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2024_12_06_064818_3224bf0137.png" alt="Screenshot 2024-12-06 064818.png" width="1287" height="291"><figcaption>ACM Research Sentiment and Message Volume on Dec 6 as of 7:00 a.m. ET | Source: Stocktwits.</figcaption></figure>Shares of ACM Research saw a sharp turnaround in pre-market trading on Friday. The stock was up as much as 3% after a massive tumble of nearly 15% in the previous session causing the stock to hit over one year lows of $13.87.The drop came after Craig-Hallum downgraded the stock to ‘Hold’ from ‘Buy’ and slashed its price target to $18 from $30.The brokerage pointed out that ACM Research’s operating subsidiaries were recently added to the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-stock-drops-us-tightens-control-on-china-chip-exports/cJ9kmCRRhb">U.S. export restriction list</a>, creating more uncertainty about the potential effects on the company.Retail sentiment around the stock, however,&nbsp;has jumped three levels to ‘extremely bullish’ (93/100) from ‘bearish’ a day ago with message volume hitting the ‘extremely high’ zone. Chatter indicates that retail investors are capitalizing on the opportunity to buy-the-dip.According to Stocktwits data, ACM Research registered a 615% increase in message count over the last 24 hours.The stock saw the highest uptick in chatter this week, second only to Marvell Technology, with a 92x increase.Aehr Test Systems Inc.<figure class="image"><img style="aspect-ratio:1293/306;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2024_12_06_050721_6d67f04803.png" alt="Screenshot 2024-12-06 050721.png" width="1293" height="306"><figcaption>Aehr Test Systems Sentiment and Message Volume on Dec 6 as of 7:15 a.m. ET | Source: Stocktwits.</figcaption></figure>Shares of Aehr Test Systems jumped as much as 2% in pre-market trading on Friday, after recording a 7% drop in the previous session.&nbsp;The stock has been struggling to gain since it decreased its revenue outlook for fiscal 2023 in January and subsequently reported a 25% fall in revenue YoY for the full year.&nbsp;Wall Street sees challenges in customer orders and market conditions challenging the company in the near-term, with the company’s revenue falling another 21% sequentially in the August quarter.Retail sentiment around Aehr dipped to ‘bearish’ (33/100) from ‘neutral’ a day&nbsp;ago as more people joined the conversation, pushing message volumes to ‘extremely high’.&nbsp;According to Stocktwits data, the ticker saw a 260% increase in message count over the last 24 hours.&nbsp;Aehr’s stock value has halved so far this year with worries of weakening demand and delayed orders weighing on the shares.For updates and corrections email newsroom[at]stocktwits[dot]com.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/canadian-solar-stock-tumbles-on-q3-2024-earnings-miss/cJ9Afe2RLW">Canadian Solar Stock Tumbles On Q3 Earnings Miss: Retail Keeps Faith</a>

Representative image of a semiconductor (Credit: Pixabay)

Applied Materials, ACM Research, Aehr Test See Retail Chatter Surge Before Friday’s Open

ACM Research’s stock has had a 92x increase in chatter over the last 7 days, the highest among semiconductor stocks, second only to Marvell Technology. 

AMAT, ACMR, AEHR Lead Semiconductor Stocks In Retail Chatter Surge Ahead of Friday’s Market Open

Equity

ACM Research’s stock has had a 92x increase in chatter over the last 7 days, the highest among semiconductor stocks, second only to Marvell Technology. 


Taiwan Semiconductor Manufacturing Company (TSM) on Thursday announced an upbeat set of second quarter earnings that topped analyst estimates led by an increasing demand for chips used in artificial intelligence (AI) applications. TSM reported a 40.10% jump in net sales at New Taiwan Dollar (NT) 673.51 billion as compared to a Street estimate of NT657.58. Net income came in at NT247.85 billion as compared to an estimate of NT238.80 billion.<figure class="image"><img style="aspect-ratio:789/223;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2024_07_18_at_8_43_21_AM_e0365a2377.png" alt="Retail sentiment remains bearish for TSM stock" width="789" height="223"><figcaption>Retail sentiment remains bearish for TSM stock despite upbeat second quarter earnings</figcaption></figure>Despite the better-than-expected earnings, retail sentiment remained in bearish territory (40/100) on Stocktwits supported by extremely high message volumes (93/100) that hit a one-year high. Some users are concerned the positive earnings report may not be enough for the stock to hold on to the significant gains it is sitting on.Moreover, a report that indicated the US may be considering tough trade restrictions on semiconductor companies had led to a sell-off in chip stocks on Wednesday – something that could be preventing retail from being overly bullish on the sector.TSM said in dollar terms, second quarter revenue stood at $20.82 billion, up 32.80% year-over-year.Wendell Huang, Senior VP and Chief Financial Officer at TSMC said that the second quarter was supported by strong demand for its 3 nanometer and 5 nanometer technologies, partially offset by continued smartphone seasonality.During the second quarter, shipments of 3-nanometer accounted for 15% of total wafer revenue. Meanwhile, 5-nanometer accounted for 35% of the revenue and 7-nanometer accounted for 17%. Advanced technologies, defined as 7-nanometer and more advanced technologies, accounted for 67% of total wafer revenue.“Moving into third quarter 2024, we expect our business to be supported by strong smartphone and AI-related demand for our leading-edge process technologies,” Huang said.For the third quarter, the company expects its revenue to come in between $22.40 billion and $23.20 billion. This tops an earlier Street estimate of $22.60 billion.Based on the exchange rate assumption of one dollar to 32.50 NT dollars, it expects a gross profit margin between 53.50% and 55.50% and an operating profit margin between 42.50% and 44.50%.Shares of the firm have risen over 68% since the beginning of the year to $171.20. Recently, Needham reportedly raised its price target on the stock to $210 from the earlier target of $168 and maintained a ‘Buy’ rating on the stock. &nbsp;

TSM Second Quarter Earnings Beat Analyst Estimates: Here’s How Retail Reacted

Despite the better-than-expected earnings, retail sentiment remained in the bearish territory (40/100) on Stocktwits supported by extremely high message volumes (93/100) that hit a one-year high.

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