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Keeta is a high-performance layer-1 blockchain designed to unify transactions across different blockchains and fiat payment systems, eliminating the need for costly intermediaries, reducing fees, and enabling near-instant settlements. With 400-millisecond transaction finality and the ability to process 10 million transactions per second, Keeta sets a new industry benchmark for speed and scalability.  Founded in 2022 and backed by Eric Schmidt, the former CEO of Google, Keeta has been engineered to meet the stringent regulatory and operational requirements of financial institutions. Its advanced on-chain compliance protocols, including KYC and AML, ensure security and regulatory adherence. Keeta’s architecture natively supports asset tokenization and digital identity, making it an ideal platform for stablecoins and real-world asset transfers.  By facilitating cross-chain transactions and interoperability with existing payment systems, Keeta bridges the gap between cryptocurrencies and fiat, enabling a secure, efficient, and compliant global financial ecosystem.

Keeta

Keeta (KTA) is trending as its high-performance, compliance-first Layer 1 network, validated at over 11 million transactions per second, integrates a live fiat anchor with Bridge, a Stripe company. This partnership enables seamless, regulated movements of traditional currencies and stablecoins, positioning KTA as crucial financial plumbing for institutional adoption in global payments. The community is actively discussing KTA's significant potential and perceived undervaluation, viewing it as an asymmetric opportunity in the evolving digital finance landscape.

Omeros Corp. operates as a biopharmaceutical company. The firm engages in the discovery, development, and commercializing of both small-molecule and protein therapeutics for large market. It also offers orphan indications targeting inflammation, coagulopathies, and disorders of the central nervous system. The company was founded by Gregory A. Demopulos and Pamela Pierce Palmer on June 16, 1994 and is headquartered in Seattle, WA.

Omeros Corporation

Omeros Corp

Omeros Corp is trending after receiving FDA approval for YARTEMLEA, the first and only therapy for transplant-associated thrombotic microangiopathy in adults and children, with commercial launch set for January. The community is buzzing with optimism, anticipating a massive short squeeze and significant undervaluation given the drug's market potential and the company's strategic partnership with Novo Nordisk. Discussion centers on the long-term holding prospects and potential for a buyout, despite some debate on near-term volatility.

Litecoin is a peer-to-peer cryptocurrency created by Charlie Lee. It was created based on the Bitcoin protocol but differs in terms of the hashing algorithm used. Litecoin uses the memory intensive Scrypt proof of work mining algorithm. Scrypt allows consumer-grade hardware such as GPU to mine those coins.  Why Litecoin? Litecoin is a cryptocurrency that has evolved from Bitcoin after its own popularity in the industry, this alternative, or ‘altcoin’ has emerged to allow investors to diversify their digital currency package, according to Investopedia. Litecoin is one of the most prominent altcoins and was created by former Google employee and Director of Engineering at Coinbase, Charlie Lee. Litecoin was the first to alter Bitcoin and the most significant difference is that it takes 2.5 minutes for Litecoin to generate a block, or transaction, in comparison to Bitcoin's 10 minutes.  ‘While this matters little to traders, miners who use hardware to run Bitcoin's network cannot switch over to Litecoin. This keeps bigger mining conglomerates away from Litecoin because they cannot easily optimize their profits by swapping to another coin, contributing to a more decentralized experience. Litecoin also has bigger blocks, and more coins in circulation, making it more affordable and swift when transacting,’ Investopedia explained.  As explained above, Litecoin can transact a lot faster than Bitcoin, but there are also a number of other characteristics that investors need to know before trading. Litecoin can handle higher volumes of transactions because of the capability of transacting faster and if Bitcoin attempted to transact on the scale of its altcoin, a code update would be needed. However, Litecoin’s blocks would be larger, but with more ‘orphaned blocks'. The faster block time of litecoin reduces the risk of double spending attacks - this is theoretical in the case of both networks having the same hashing power.  Litecoin Technical Details: The transaction confirmation time taken for Litecoin is about 2.5 minutes on average (as compared to Bitcoin's 10 minutes). The Litecoin network is scheduled to cap at 84 million currency units.   Litecoin has inspired many other popular alternative currencies (eg. Dogecoin) because of its Scrypt hashing algorithm in order to prevent ASIC miners from mining those coins. However it is said that by the end of this year, Scrypt ASIC will enter the mass market.

Litecoin

Litecoin is trending amidst a community divided between strong bullish sentiment anticipating a significant price breakout and those questioning its long-term relevance. Many proponents highlight its established role as 'digital silver' for transactions, while others emphasize the emergence of high-performance Layer 1 networks like Keeta, which are attracting attention for institutional-grade financial infrastructure and integrated fiat on-ramps.

Citigroup, Inc. is a holding company, which engages in the provision of financial products and services. It operates through the following segments: Services, Markets, Banking, Wealth, U.S. Personal Banking (USPB), and All Other. The Services segment includes Treasury and Trade Solutions (TTS) which provides an integrated suite of tailored cash management, trade, and working capital solutions to multinational corporations, financial institutions and public sector organizations, and Securities Services, which offers cross-border support for clients, providing on-the-ground local market expertise, post-trade technologies, customized data solutions, and a wide range of securities services solutions that can be tailored to meet client needs. The Markets segment provides corporate, institutional, and public sector clients around the world with a full range of sales and trading services across equities, foreign exchange, rates, spread products, and commodities. The Banking segment offers Investment Banking and Corporate Lending services. The Wealth segment includes Private Bank, Wealth at Work, and Citigold and provides financial services to a range of client segments through banking, lending, mortgages, investment, custody, and trust product offerings. The USPB segment includes Branded Cards and Retail Services, which have proprietary card portfolios and co-branded card portfolios within Branded Cards, and co-brand and private label relationships within Retail Services. The All Other segment consists of activities not assigned to the reportable operating segments, including certain unallocated costs of global functions, other corporate expenses, and net treasury results. The company was founded in 1812 and is headquartered in New York, NY.

Citigroup Inc

Citigroup is trending due to positive news on significant regulatory relief, including the lifting of a key consent order, alongside a strong earnings report that reinforced confidence in its ongoing transformation strategy. The community is actively debating if the stock's remarkable appreciation, which has seen it reach multi-year highs, is sustainable amidst discussions of overbought technical levels, despite a broader optimistic outlook for the financial sector.

Dynavax Technologies Corp. is a biopharmaceutical company, which engages in the provision of discovery, development, and commercialization of novel vaccines and immuno-oncology therapeutics. Its product includes HEPLISAV-B, which prevents infection caused by all known subtypes of hepatitis B virus in adults 18 years of age and older. The company was founded by Lawrence M. Lichtenstein, Dennis A. Carson, and Eyal Raz on August 29, 1996 and is headquartered in Emeryville, CA.

Dynavax Technologies Corp.

Dynavax Technologies is trending as Sanofi moves to acquire the company, aiming to bolster its adult immunization portfolio with Dynavax's hepatitis B vaccine and a promising shingles candidate. While many long-term investors express relief, a notable sentiment within the community is disappointment regarding the acquisition value, with discussions around past management actions and the potential for competing offers.

iRhythm Technologies, Inc. is a digital healthcare company, which engages in the provision of design, development, and commercialization of device-based technology to provide ambulatory cardiac monitoring services. It also provides solutions that detect, predict, and prevent disease. The company was founded by Uday N. Kumar in September 2006 and is headquartered in San Francisco, CA.

iRhythm Technologies Inc

iRhythm Technologies is generating significant buzz following a flurry of bullish analyst upgrades and compelling AMALFI study data that validates the superior performance of its Zio service for AFib detection. The community is actively discussing this strong fundamental and institutional interest, which appears to be outweighing recent bearish sentiment, highlighting the company's innovation in the digital cardiac monitoring space. This momentum is further supported by recent positive earnings and strategic operational advancements, positioning IRTC as a key player in healthcare technology.

Dycom Industries, Inc. provides contracting services throughout the United States. Its services include engineering, construction, maintenance and installation services to telecommunications providers, underground facility locating services to various utilities, including other construction and maintenance services to electric and gas utilities, and others. The company was founded in 1969 and is headquartered in West Palm Beach, FL.

Dycom Industries, Inc.

Dycom Industries is experiencing significant momentum following its strategic acquisition of Power Solutions, bolstering its capabilities in digital infrastructure and data center construction for AI-driven demand. The community is bullish on the company's strong earnings and record backlog, highlighting its prime position to capitalize on extensive fiber deployment and BEAD program funding, which has led to widespread analyst upgrades and optimistic market sentiment.

Sprott Physical Platinum and Palladium Trust - Unit

Sprott Physical Platinum & Palladium

Sprott Physical Platinum & Palladium is gaining significant attention following robust price appreciation, fueled by critical industrial demand for uses like catalytic converters and electronics. Community discussion highlights the metals' under-owned status and supply risks from key producing nations, prompting expectations of a continued breakout as investors seek diversification. Many see potential for Platinum to reclaim its historical premium over gold.

Agios Pharmaceuticals, Inc. is a biopharmaceutical company, which engages in a research engine, multiple novels, and investigational therapies in preclinical development. It focuses on cellular metabolism and classical hematology. The company was founded by Lewis Clayton Cantley, Tak W. Mak, Craig B. Thompson and Shin-Shan Michael Su on August 7, 2007 and is headquartered in Cambridge, MA.

Agios Pharmaceuticals Inc

Agios Pharmaceuticals is a major topic after its drug Aqvesme (mitapivat) secured FDA approval as the only therapy for alpha- and beta-thalassemia, tapping into a significant patient population. While this milestone is driving considerable optimism and discussions of upward potential within the community, some investors are weighing its label, which includes a Risk Evaluation and Mitigation Strategy (REMS), against the stock's recent price movements. This approval marks a key moment, particularly after earlier mixed results from a different clinical program.

TOSHI

TOSHI is buzzing with community chatter, driven by its recent major exchange listing and ongoing development within the Base ecosystem, including new utility features. Despite market fluctuations, holders express strong conviction, actively accumulating the token and anticipating substantial future growth as the "Face of Base."

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<ul class="summary-bullets"><li>Intel claims that its 18A process offers up to 15% better performance per watt and 30% better chip density.</li><li>Nvidia’s hesitation came despite a $5 billion investment it made in Intel earlier this year.</li><li>U.S. government took 10% equity stake in Intel in exchange for billions in funding.</li></ul>Intel Corp. (INTC) continues to strike high-profile partnerships as it tries to revive its position in the global semiconductor race, even as questions linger over its ability to consistently manufacture advanced chips internally.&nbsp;According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/us/how-silicon-valley-dealmaker-charmed-trump-gave-intel-lifeline-2025-12-24/">report</a>, Nvidia Corp.(NVDA) recently evaluated whether Intel’s 18A manufacturing process could be used to produce its own chips. After initial testing, Nvidia chose not to move ahead with production using that technology.&nbsp;Intel claims that its 18A process offers up to 15% better performance per watt and 30% better chip density.<h2 class="st-heading-2">Manufacturing Questions Persist</h2>Intel’s progress on deals contrasts with ongoing challenges inside its fabrication operations. The company’s foundry business has faced scrutiny as it works to prove that its newest processes can deliver reliable, high-quality output.&nbsp;In July, the company stated in a Securities and Exchange Commission filing that it might suspend or abandon its foundry operations entirely if it fails to secure a significant client for its next-generation chips.<a href="https://stocktwits.com/symbol/INTC">Intel stock</a> traded over 3% lower in Wednesday’s premarket and was the most-trending equity ticker on Stocktwits. Retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:927/98;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_24_071944_png_7bf34e0d57.webp" alt="INTC’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Dec. 24, 2025 | Source: Stocktwits" width="927" height="98"><figcaption>INTC’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Dec. 24, 2025 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Deals And Industry Stakes</h2>Nvidia’s hesitation came despite a $5 billion investment it made in Intel earlier this year, which fell short of a manufacturing commitment. The partnership reflects a broader push by Intel to attract high-profile collaborators as it competes with overseas rivals such as Taiwan Semiconductor Manufacturing Co. (TSM).Intel CEO Lip-Bu Tan, who took the role in March, faced political headwinds, but his meeting with President Donald Trump led to a landmark agreement that gave the U.S. government a nearly 10% equity stake in Intel in exchange for billions in funding.Winning a major customer now would be a significant endorsement of Intel’s manufacturing revival. In November,&nbsp;TF International Securities analyst Ming-Chi Kuo said Intel is expected to ship Apple’s (AAPL) lowest-end M processor by the second or third quarter of 2027.INTC stock has gained 81% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ui-path-gains-spotlight-with-key-index-inclusion/cLessLOREvG">UiPath Gains Spotlight With Key Index Inclusion: Retail Believes ‘It Will Be Next Palantir’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, logo of Nvidia is displayed on a mobile phone screen in front of a screen displaying the logo of intel in Ankara, Turkiye on September 29, 2025.

Intel’s Manufacturing Push Faces Fresh Test After Nvidia Passes On 18A Chips: Report 

According to a Reuters report, Nvidia Corp.(NVDA) recently evaluated whether Intel’s 18A manufacturing process could be used to produce its own chips.

Equity

Should You Invest in the iShares Semiconductor ETF (SOXX)?

<ul class="summary-bullets"><li>While Nvidia still controls the bulk of AI accelerator revenue, AMD is growing faster off a smaller base, winning incremental data-center and inference workloads.</li><li>Inference economics and product momentum have improved AMD’s competitive standing.</li><li>Despite trading at a higher forward P/E, AMD appears cheaper on a price-to-sales basis and is less exposed to concerns about circular&nbsp;deals.</li></ul>The growth in Advanced Micro Devices (AMD) shares has been more than twice as good as Wall Street’s artificial intelligence (AI) darling Nvidia Corp. (NVDA) this year, even though the smaller chipmaker was relatively late to the AI party.Known for its fightbacks, AMD was not cowed down, but slowly and steadily made inroads. And the result is for everyone to see.&nbsp;<a href="https://stocktwits.com/symbol/AMD">AMD’s stock</a> has gained more than 74% year-to-date, relative to&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock’s</a> approximately 32% gain, as the company’s revenue trajectory has been broadly upward as it began to eat into the latter’s AI accelerator market share and was quick with its product launches.<img src="https://news.stocktwits-cdn.com/YTD_Stock_Returns_png_075b7e06ce.webp" alt="YTD Stock Returns.png">Source: Koyfin&nbsp;Does the outperformance mean AMD is gaining some traction in the AI chip race? How will the Nvidia vs AMD rivalry pan out in the new year?<h2 class="st-heading-2">1. AMD vs. Nvidia: The Data Center Duel</h2>Nvidia still rules the roost in the data center market, with revenue totaling $51.2 billion in the third quarter compared to AMD’s tally of $4.3 billion. The YoY data center revenue growth pace was 66% for Nvidia and 22% for AMD in the third quarter, up from 56.4% and 14.3%, respectively, in the preceding quarter.Looking at the rate of change, AMD’s growth pace has increased by two-thirds, while NVDA’s has grown by less than one-fifth.<img src="https://news.stocktwits-cdn.com/AMD_vs_NVDA_Data_Center_Revenues_png_9d7e3d540e.webp" alt="AMD_vs_NVDA_Data_Center_Revenues.png">Source: Fiscal.aiEach new AI dollar&nbsp;spent now doesn’t go exclusively to Nvidia, and it is forced to share the AI accelerator pie with competition. Since AMD is growing off a smaller revenue base, even small wins can help it record outsized percentage growth. The incremental AI revenue AMD earns could give it additional operating leverage — i.e., profit growth per additional dollar of revenue will be high once fixed costs are covered.&nbsp;Incidentally, AMD’s data center comprises EPYC server processors designed for AI workloads in large data centers, and its AMD Instinct GPU accelerators are intended for high-performance computing (HPC) and AI workloads. On the other hand, Nvidia’s data center business is designed to offer a full-stack,&nbsp;integrated AI platform, including specialized hardware (GPUs &amp; CPUs), networking, and software.<h2 class="st-heading-2">2. AMD’s Inferencing Superiority&nbsp;</h2>AMD has a competitive edge in the AI inferencing chip market, which is set to grow at a compounded annual growth rate (CAGR) of 48%, compared to 31% for training. Inferencing is the process of running live data through a trained AI model to conclude brand new data.<img src="https://news.stocktwits-cdn.com/AI_inferencing_png_fd58c7b89f.webp" alt="AI inferencing.png">Source: BloombergAMD’s MI355X, launched in June, outperforms the Nvidia B200 AI accelerator in both memory capacity and bandwidth. Sharing a chart from third-party benchmark Signal65, tech-focused blogger and investor Daniel Romero said the MI355X outperformed on several metrics, including throughout and published results, vis-a-vis the B200, while being used for inderencing in the DeepSeek-R1 model.<figure class="image"><img style="aspect-ratio:680/315;" src="https://news.stocktwits-cdn.com/AMD_vs_NVDA_benchmarkinf_png_01719c6c2f.webp" alt="AMD vs NVDA benchmarkinf.png" width="680" height="315"></figure>Source: Signal65 via X<h2 class="st-heading-2">3. AMD vs. NVDA: Which Is More Affordable?</h2>Although AMD has a higher forward price-earnings (P/E) multiple versus Nvidia, on a price-sales (P/S) basis, AMD appears cheaper.<img src="https://news.stocktwits-cdn.com/AMD_vs_NVDA_Valuation_PS_png_45b7f5974c.webp" alt="AMD_vs_NVDA_Valuation_PS.png">Source: Fiscal.ai<h2 class="st-heading-2">AMD vs. NVDA: Retail’s Verdict</h2>Retail investors are equally pessimistic toward AMD and Nvidia shares. On Stocktwits, retail sentiment toward AMD, which was largely ‘bullish’ for much of the year, has worsened to ‘bearish’ since last week.<figure class="image"><img style="aspect-ratio:725/442;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_23_at_3_19_10_AM_png_63af4816f5.webp" alt="Screenshot 2025-12-23 at 3.19.10 AM.png" width="725" height="442"></figure>Nvidia’s stock has seen retail sentiment fluctuating from ‘extremely bullish’ to ‘extremely bearish’ this year, with the mood currently at ‘bearish.’<figure class="image"><img style="aspect-ratio:703/440;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_23_at_2_20_08_AM_png_ab73bb826c.webp" alt="Screenshot 2025-12-23 at 2.20.08 AM.png" width="703" height="440"></figure><h2 class="st-heading-2">AMD vs. NVDA: The Outlook</h2>The potential resumption of AI chip sales to China bodes well for both companies. With the Trump administration’s renewed China chip ban announced in April, both AMD and Nvidia suffered a setback, as the workaround AI chips they developed to sidestep the ban imposed by the previous Biden administration were blocked. According to a Saxo report, Nvidia earned roughly $17 billion&nbsp;in revenue from China in 2024, while AMD earned $6.2 billion. High-value AI accelerators accounted for the bulk of the shipments.&nbsp;AMD has secured major contracts to deploy data center chips, including with OpenAI, as the AI startup diversifies its supplier base. A media report suggested that Alibaba is considering&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.mlex.com/mlex/articles/2424504/amd-nears-china-rollout-of-ai-chip-as-alibaba-weighs-major-order">buying</a> 40,000 to 50,000 units of AMD’s MI308 accelerators.Another significant overhang for AI plays has been the use of circular financing structures, which have fueled skepticism about how much of the announced demand reflects genuine end-customer spending. AMD is relatively insulated as the deals are structured more as investments than financing. The OpenAI deal announced in October calls for giving it a potential 10% equity stake in AMD through warrants tied to chip sales.&nbsp;AMD and Broadcom may be on track to develop AI processor revenue slightly faster than Nvidia in 2026, Morgan Stanley said in a report released earlier this month. The firm, however, sees the lag as a function of supply chain constraints of a $205 billion run-rate revenue stream. At AMD’s Financial Analyst Day, AMD CEO Lisa Su said:<blockquote>“With the broadest portfolio of products and our deepening strategic partnerships, AMD is uniquely positioned to lead the next generation of high-performance and AI computing.”</blockquote>AMD said it expects to lead the AI compute market, which is estimated at $1 trillion by 2030, with a 40% CAGR, compared to its $500 billion estimate for 2028. The company expects its AI data center revenue to grow at an 80% CAGR over the next 3-5 years, driven by strong momentum across multiple hyperscaler, AI-native, and sovereign opportunities.Wall Street analysts currently see more upside for Nvidia stock over the next year than for AMD, according to price targets compiled by Koyfin.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/silver-beating-gold-in-year-of-economic-and-geopolitical-uncertainty/cLeFK8iREMf">Why Is Silver Beating Gold In A Year of Economic And Geopolitical Uncertainty?</a>

The AMD booth focuses on AI and data center development at the 8th China International Import Expo. 

How AMD Quietly Beat Nvidia This Year — Even As China Curbs Hit Them Both

AMD outpaced Nvidia as accelerating data-center growth, inference strength, and valuation asymmetry drove outsized gains, even while Nvidia retained dominance in AI chips.

<ul class="summary-bullets"><li>Datasection, a Japanese cloud provider, announced a deal to buy Nvidia’s Blackwell chips to use in its data centers in Japan and Australia, according to the report.</li><li>Tencent is a client for those data centers, Barron’s said, citing a person familiar with the matter.</li><li>Datasection’s chief executive officer, Norihiko Ishihara, reportedly declined to confirm the allegations.</li></ul>China’s Tencent Holdings reportedly has access to Nvidia’s (<a href="https://stocktwits.com/symbol/NVDA">NVDA</a>) Blackwell chips through Datasection, a Tokyo-based cloud service provider.According to a Barron’s report, Datasection has announced a deal to buy Nvidia’s Blackwell chips to use in its data centers in Japan and Australia. Tencent is a client for those data centers, said the report, citing a person familiar with the matter. Nvidia’s Blackwell chips are banned in China. “I don’t say yes; I don’t say no,” said Datasection’s chief executive officer, Norihiko Ishihara.“By design, the export rules allow clouds to be built and operated outside controlled countries by approved firms,” said a Nvidia spokesperson. “Winning the business of those clouds is critical to maintain American technology leadership and promotes both national and economic security.”<h2 class="st-heading-2">Loophole Exploitation</h2>President Donald Trump has banned the export of Nvidia’s Blackwell chips to China to maintain a competitive advantage in the AI race.According to the report from Barron’s, Datasection announced deals for 15,000 Nvidia Blackwell graphical processing units, or GPUs, for use in data centers in Osaka and Sydney, adding that they would be used by “one of the world’s largest cloud-service providers.” Tencent was identified as the customer after a person familiar with the matter learned of the connection from business interactions in Japan, the report said.Leveraging cloud services to access Blackwell chips does not violate the U.S. export ban, which prohibits Chinese companies from owning those chips. This is a loophole that can be exploited and has been flagged by members of Congress.Earlier this month, President Donald Trump relaxed export rules, announcing that the U.S. would allow Nvidia’s H200 chips, an older version, to be exported to select buyers in China and other countries. However, Blackwell chips are still prohibited from export to China.Tencent’s reported use of Nvidia’s advanced chips is the second instance of a Chinese company trying to gain access to Blackwell chips. The Information reported earlier this month that <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-denies-claims-of-deepseek-using-banned-blackwell-ai-chips-report/cLIH7orREVm">China’s DeepSeek</a> had deployed the Blackwell chips to develop an upcoming AI model. Nvidia denied the claim.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around NVDA remained in the ‘bearish’ territory over the past 24 hours, while message volume stayed at ‘low’ levels at the time of writing.<figure class="image"><img style="aspect-ratio:1284/152;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_19_at_11_13_36_PM_png_6b8ab3d627.webp" alt="On Stocktwits, retail sentiment around NVDA remained in the ‘bearish’ territory over the past 24 hours, while message volume stayed at ‘low’ levels at the time of writing." width="1284" height="152"></figure>Shares of Nvidia were up about 3.8% at the time of writing. NVDA shares have gained over 38% in the last year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Nvidia is displayed on a smartphone screen on November 24, 2025 in Chongqing, China.

Nvidia Blackwell Chips Reach China’s Tencent Via Japanese Cloud Service: Report

China’s Tencent Holdings has gained access to Nvidia’s Blackwell chips via a Tokyo-based cloud service provider, according to a report from Barron’s. 

Tech ETFs to Buy as Micron Rallies 10% Post Q1 Earnings Beat

Micron surged over 10% after a strong Q1 beat, making tech ETFs with high MU exposure an attractive way to tap gains while diversifying risk.

<ul class="summary-bullets"><li>High-profile critics, including Michael Burry, questioned hyperscaler capital expenditures, accounting practices, and valuation discipline.</li><li>Despite these concerns, analysts highlighted improving relative valuations, upcoming product cycles, potential China policy relief, and strong long-term demand drivers supporting Nvidia’s growth outlook.</li><li>Retail traders remain largely bearish on Nvidia, citing intensifying competition, China-related uncertainty, and fears that the AI trade is becoming increasingly crowded.</li></ul>Nvidia Corp.’s (NVDA) stature as the flagship artificial intelligence play wasn’t enough to keep the stock ahead of its megacap tech peers this year. Meanwhile, several lesser-known companies with only indirect exposure to AI delivered outsized returns for shareholders.At one point this year,&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> was cruising along fine, after recovering from the DeepSeek and Trump tariff-related sell-offs seen early in the year. The returns peaked at 64% in late October. After completing a double-top formation in early November, the stock began a broader downtrend.Even after the recent pullback, the stock is still up about 27% year-to-date (YTD).<img src="https://news.stocktwits-cdn.com/NVDA_YTD_Returns_png_8548a21784.webp" alt="NVDA YTD Returns.png">Source: KoyfinThe volatility in the back end of the year was primarily due to skeptical comments regarding a potential AI bubble. Scion Asset Management’s Michael Burry and Seaport Research’s Jay Goldberg are among those who led the bearish chatter on Nvidia, denting investor sentiment. In a recent note, Goldberg said, “It’s just getting harder and harder for their (Nvidia) customers to afford” the company’s offering.&nbsp;&nbsp;Burry, for instance, placed a sizable bearish bet against Nvidia just before his firm moved to deregister. He also raised questions about the substantial capital expenditures by hyperscalers, though he did not call out Nvidia. However, after the Jensen Huang-led company reported its third-quarter results, Burry suggested that the company may have&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-tears-into-nvidia-after-q3/cLPAPKIRE9e">inflated its earnings</a> through questionable stock-based compensation accounting practices.Market watchers have also expressed uneasiness about the circular financing deals involving Nvidia and partners, including hyperscalers and data center infrastructure companies that were customers of the chipmaker.&nbsp;Another key headwind the company had to contend with is the U.S. ban on high-performance chip exports to China. Nvidia’s China revenue has steadily declined amid successive export restrictions. China and Hong Kong accounted for 7.6% of total revenue in the first nine months of 2025, down from 26% in 2021. The China-specific H20 chip generated roughly $50 million in the latest quarter, a small fraction of Nvidia’s broader business.Despite lobbying by the company and President Donald Trump’s bonhomie with Huang, the U.S. government hasn’t yet given a clear signal to resume exports to China. A Reuters <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/china/us-launches-review-advanced-nvidia-ai-chip-sales-china-sources-say-2025-12-19/">report</a>, citing sources, said the Trump administration has launched a review that could lead to granting Nvidia the go-ahead to export H200 AI chips to China in exchange for a 25% share of sales.<h2 class="st-heading-2">Nvidia - Pricey or Attractive?</h2>The stock decline seen since November has reduced Nvidia’s valuation multiples. In terms of the forward price-earnings (P/E) multiple, the stock’s multiple is about 25, notably lower than its peak valuation of 80+ in early 2022.<img src="https://news.stocktwits-cdn.com/Nvidias_Valuation_History_png_5e251174c9.webp" alt="Nvidias_Valuation_History.png">Source: Fiscal.aiNvidia also has a reasonable valuation relative to its chip peers and the rest of the Magnificent Seven companies. Only Meta in the Mag 7 group currently has a more attractive valuation. According to Yardeni Research, the S&amp;P 500’s forward P/E multiple is 21.9, and that of the S&amp;P 500 IT industry is 26.3.<img src="https://news.stocktwits-cdn.com/Nvidia_Valuation_Vs_Megacap_Peers_png_bb588ba527.webp" alt="Nvidia_Valuation_Vs_Megacap_Peers.png">Source:&nbsp;Fiscal.ai<h2 class="st-heading-2">What Retail Traders &amp; Analysts Feel About Stock</h2>On Stocktwits, retail sentiment toward Nvidia stock is ‘bearish, with most attributing their negative stance to the competition posed by Alphabet, Inc. (GOOGL) and the China headwinds. Rumors that Google was selling its in-house TPU AI chips to external customers pressured Nvidia stock earlier this month.<figure class="image"><img style="aspect-ratio:726/442;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_19_at_8_37_02_AM_png_ee2be06011.webp" alt="Screenshot 2025-12-19 at 8.37.02 AM.png" width="726" height="442"></figure>&nbsp;In an interview with CNBC, Finance Professor Aswath Damodaran, known as the “Dean of Valuation”, <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=9_5XFTB72p8">said</a> earlier this week that he had recently dumped the last lot of Nvidia shares he held. He suggested that he won’t be lured by the stock even if it goes up.&nbsp;<blockquote>“I gained enough from its rise that it would be greedy for me to hang in there and say ‘give me more’”</blockquote>Wall Street, however, is very upbeat. According to Koyfin, about 84% of the analysts covering the stock have a ‘Buy’ or ‘Strong Buy’ rating. The average analyst price target for the stock ($252.67) implies more than 45% upside potential.As recently as Friday, Bernstein analysts reiterated an ‘Outperform’ rating and $275 price target for the stock, noting that it is now attractively valued, Investing.com&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://in.investing.com/news/analyst-ratings/nvidia-stock-trades-at-10year-low-valuation-vs-sox-index-bernstein-says-93CH-5161279">reported</a>. The firm also flagged several potential catalysts ahead, including the upcoming Rubin architecture, the CES and GTC events, the possible H200 approval from the Trump administration for China sales, and overall financial projections that appear conservative relative to the company’s $500 billion-plus Blackwell/Rubin guidance.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tmc-vs-tmq-vs-nio-corp-vs-mp-materials-delivered-standout-gains-in-2025-which-is-better-bet/cLeiuUsREs5">TMC Vs TMQ Vs NioCorp Vs MP Materials: These 4 Critical Metal Stocks Delivered Standout Gains In 2025 — Which Has the Best Risk-Reward Now?</a>

In this photo illustration, the Nvidia logo is seen in the background beside a printed circuit board (PCB). 

Nvidia’s Gains Cut Nearly In Half From Year’s Peak: Time To Buy The Dip?

Nvidia lagged megacap peers amid valuation concerns, China headwinds, and AI bubble fears, though pullback improved multiples and Wall Street remains bullish on long-term growth catalysts.

<ul class="summary-bullets"><li>Retail-driven speculation propelled a little-known Indian chipmaker to historic gains, even as losses mount.</li><li>Regulators have stepped in amid concerns over trading activity, curbing liquidity, and intensifying scrutiny of the rally.</li><li>The rally highlights how AI-linked narratives can fuel meme-stock behavior even in the absence of clear earnings visibility.</li></ul>Technology stocks shone the brightest this year, underpinned by strong performances by artificial intelligence (AI) plays, including chipmakers, storage solutions companies, and data infrastructure companies. Granted, it was not a steady, steep ascent, but the trend was broadly to the upside, interspersed with minor pullbacks.&nbsp;AI stalwart Nvidia is up a relatively less glamorous 29% this year, but its chip peers Micron, Broadcom, Intel, and AMD have had a stronger run. So did the storage solutions companies such as Western Digital, its spin-off company Sandisk, and Seagate Technology, as well as chip-equipment makers Lam Research and KLA Corp.&nbsp;<h2 class="st-heading-2">Breakout Story Or Shady Play?</h2>But an obscure chipmaker in the eastern part of the world has beaten all these big giants fair and square in terms of stock performance — a David in the world of AI Goliaths.However, the company’s opacity continues to deepen by the day. Welcome to the world of RRP Semiconductor. The Thane, India-based company has built an Outsourced Semiconductor Assembly &amp; Test (OSAT) facility in Maharashtra for chip packaging, fabrication, and testing.&nbsp;The company's financial soundness, however, is in question. RRP Semi reported negative revenue of Rs. 682.14 lakhs ($68.2 million) for the quarter ended Sept. 30, 2025, according to its filings with the stock exchange. Its adjusted loss swung wildly from Rs. 0.21 a year ago to Rs. 5.25.Incorporated as a trading investment firm in 1980, the company transitioned into the electronics and semiconductor industry, renaming itself RRP Semiconductor in May 2025, according to information from the stock market analytics firm Trendlyne.&nbsp;RRP Semi landed in trouble with regulators after social media speculation that Indian cricketing great Sachin Tendulkar had invested in the company sent its shares soaring. The sports icon had attended the inauguration of the Navi Mumbai OSAT plant in late March 2024. In a filing with the BSE in mid-October, the company clarified that Tendulkar has not subscribed to its shares and that the company has not received land from the government of Maharashtra. This Indian state is located here.&nbsp;<img src="https://news.stocktwits-cdn.com/YTD_Gain_Of_AI_plays_png_bcaa026187.webp" alt="YTD Gain Of AI plays.png">Source: TradingViewFor the year-to-date period, RRPSemi stock has skyrocketed about 6,000%. It hit a peak of Rs. 11,902 (intraday) on Monday and has been retreating amid regulatory scrutiny. The gains are much more outsized at 55,000% over the 20 months through Dec. 17, and, according to Bloomberg, this marked the most significant increase among companies worldwide with a market value above $1 billion. The company currently has a market cap of $1.7 billion.<img src="https://news.stocktwits-cdn.com/RRP_2025_12_18_04_53_47_png_882c9c4895.webp" alt="RRP_2025-12-18_04-53-47.png">Source: TradingView<h2 class="st-heading-2">RRP Semi — India’s Meme Darling?</h2>Social-media frenzy, a small free float, and the company’s pivot to semiconductors, along with the swelling retail investor base, led to 149 straight “limit-up” sessions,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-12-18/world-beating-55-000-surge-in-india-ai-stock-fuels-bubble-fears?srnd=homepage-asia">according</a> to Bloomberg. A limit-up session refers to a scenario when a stock or index reaches the upper circuit limit, or the pre-defined maximum allowable price increase for the day. According to a Bloomberg chart, RRP Semi has seen a surge in retail participation in the second half of the year.&nbsp;RRP Semi is 98% owned by Rajendra Chodankar, the founder of RRP Group, the parent company, and some of his associates.Traders in the stock had thrown caution to the wind and plunged long into the stock despite the exchanges and the company flagging potential issues. The Securities Exchange Board of India (SEBI), the stock market regulator in India, has begun looking into whether any wrongdoing is involved in RRP Semi’s stock surge, Bloomberg reported, citing people familiar with the matter. The stock is now restricted to trading only once a week.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/micron-proved-ai-boom-isn-t-over-and-exposed-oracle-broadcom/cLegKbQREAe">Micron Just Proved the AI Boom Isn’t Over — And Exposed What Oracle, Broadcom Got Wrong</a>

The close-up view of a CPU socket on a computer motherboard. (Representative image courtesy of Narumon Bowonkitwanchai via Getty Images)

Forget Nvidia — This Obscure Indian Chip Stock Just Became the World’s Best-Performing AI Play With 6,000% YTD Surge 

Massive gains in a little-known Indian semiconductor firm were driven by hype and a limited float, overshadowing concerns about losses, disclosures, and regulatory scrutiny.

Obscure Indian Chip Stock Outruns Nvidia In A 6,000% AI-Fueled Rally This Year

Massive gains in a little-known Indian semiconductor firm were driven by hype and a limited float, overshadowing concerns about losses, disclosures, and regulatory scrutiny.


<ul class="summary-bullets"><li>Strong pricing, a favorable mix, and operating leverage drove expanding margins, in sharp contrast to margin pressure at Oracle and Broadcom.</li><li>Management offered clearer forward visibility, citing tight supply and sustained AI demand into 2026, reinforcing confidence in Micron’s medium-term growth.</li><li>Retail sentiment turned decisively bullish after the earnings beat, with Stocktwits users shifting from neutral to extremely bullish as confidence in Micron’s AI-driven growth strengthened.</li></ul>Micron is all set to end the year as the best-performing S&amp;P 500 chipmaker, with the earnings report likely adding another leg to the rally. The stock touched a record high of $264.75 just last week, but the rally soon lost momentum, sliding into a five-session losing streak.The&nbsp;8%&nbsp;after-hours surge in&nbsp;<a href="https://stocktwits.com/symbol/MU">Micron’s stock</a> stands in stark contrast to the moves triggered by earnings reports from artificial intelligence (AI) chipmaker Broadcom (AVGO) and AI-leveraged database giant Oracle Corp. (ORCL). Broadcom stock&nbsp;still hasn’t rebounded to its pre-earnings level, losing about 20% since its fourth-quarter earnings release last Thursday.<h2 class="st-heading-2">Micron’s Fundamental Surge&nbsp;</h2>Boise, Idaho-based Micron clocked a record revenue for the first quarter of fiscal year 2026, which ended Nov. 27. The $13.64 billion Micron’s quarterly revenue amounts to roughly three-fourths of Broadcom’s and about 85% of Oracle’s, but its year-over-year (YoY) revenue growth, however, far outpaced these companies.<figure class="table" style="width:97.89%;"><table class="ck-table-resized"><colgroup><col style="width:22.65%;"><col style="width:23.17%;"><col style="width:34.2%;"><col style="width:19.98%;"></colgroup><tbody><tr><td>&nbsp;</td><td>Micron (FYQ1)</td><td>Broadcom (FYQ4)</td><td>Oracle (FYQ1)</td></tr><tr><td>Revenue</td><td>$13.64B</td><td>$18.02B</td><td>$16.06B</td></tr><tr><td>YoY Growth</td><td>+57%</td><td>+28%</td><td>+14%</td></tr></tbody></table></figure>Data Source: Company releasesMicron’s revenue growth had actually slowed since the middle of last year, but the numbers in 2025 have shown a significant spike as AI-related demand for memory chips boomed.<img src="https://news.stocktwits-cdn.com/Micron_Revenue_Pick_Up_Pace_png_e4c8cd8fed.webp" alt="Micron_Revenue_Pick_Up_Pace.png">Source: Fiscal.aiIn prepared remarks on the earnings call, CEO Sanjay Mehrotra said the company benefited from “strong execution” across end markets and a tight supply environment. It was a record performance&nbsp;across DRAM, NAND, high-bandwidth memory (HBM), and data center revenue.&nbsp;Mehrotra&nbsp;attributed the strong performance&nbsp;to the ongoing structural shift in the memory market, which has increased demand for advanced memory for real-time contextual processing.<blockquote>“Memory is now essential to AI's cognitive functions, fundamentally altering its role from a system component to a strategic asset that dictates product performance from data center to the edge.”</blockquote>Earlier this month, the company announced its decision to exit the consumer business, citing a focus on AI-related memory and storage. The Q1 revenue composition is as follows:<img src="https://news.stocktwits-cdn.com/Micron_s_Revenue_By_End_Markets_Q1_26_png_10b32c84d7.webp" alt="Micron's Revenue By End Markets (Q1'26).png">&nbsp;Data Source: Company<h2 class="st-heading-2">Micron — A Compelling Margin Growth Story</h2>The memory chipmaker’s operating margin has&nbsp;also seen a steep ascent this calendar year, thanks to the AI-driven mix shifts and higher DRAM pricing amid tight supply. DRAM accounted for 69% of the first-quarter revenue.CFO Mark Murphy said gross margin will continue to expand in the second quarter, helped by higher prices, lower costs, and a favorable mix. The company provided a ballpark mark of 68%, plus or minus 100 basis points, for the second-quarter gross margin.<img src="https://news.stocktwits-cdn.com/Microns_Expanding_Margins_png_7dd65b2ce6.webp" alt="Microns_Expanding_Margins.png">Source: Fiscal.aiMicron’s margins stand out sharply, eclipsing Oracle’s 29% and Broadcom’s 42%. Broadcom’s gross margin contracted sequentially by 50 basis points (bps), while Micron’s expanded by 11 bps.In his earnings review, Baird analyst Tristan Gerra said he expects DRAM and NAND pricing to rise 20% sequentially as the company is in the process of putting together long-term agreements with key customers. The analyst expects shortages to last through next year.&nbsp;<h2 class="st-heading-2">Micron Shines With Better Visibility</h2>While Oracle’s attempts to win investors by flaunting its&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/behind-oracle-s-ai-boom-lies-a-balance-sheet-time-bomb/cLIxGYWREVD">$523.3 billion remaining performance obligation</a> fell flat due to its opaqueness with the timing of recognition, Micron’s management said on the earnings call that it expects the tight market conditions, a function of strong demand and supply constraints, to persist beyond the calendar year 2026.Oracle’s customer concentration also raised alarm&nbsp;bells for investors, whereas Micron has exposure to a&nbsp;range of end markets and companies.Broadcom’s management, meanwhile, was measured in their forward commentary. CEO Hock Tan quantified orders for the next 18 months at $73 billion and later clarified in a reply to an analyst's question that it represented the base-case scenario.&nbsp;Micron estimates capital spending (capex) for fiscal year 2026 is $20 billion, with the majority of the expenditure weighted to the second half of the year. Gerra does not see the huge number as a cause for concern.&nbsp;<blockquote>“At 26% of projected F2026 revenue, [it] fits well within the historical range of 13-49%. Incremental capex will primarily be in support of HBM capacity along with 1-gamma DRAM supply, which uses EUV lithography at a 10nm node.”</blockquote><h2 class="st-heading-2">Retail Confidence On The Rise</h2>Micron’s stock has elicited mostly ‘bullish’ sentiment from among the retail users of the Stocktwits platform. In the wake of the&nbsp;fiscal Q1 print, retail’s mood, which had slipped to the ‘neutral’ zone amid the broader market weakness and anticipation ahead of the report, rebounded strongly,&nbsp;climbing into the ‘extremely bullish’ territory.&nbsp;<figure class="image"><img style="aspect-ratio:711/442;" src="https://news.stocktwits-cdn.com/MU_RS_png_32d6b26a2f.webp" alt="MU-RS.png" width="711" height="442"></figure>&nbsp;A bullish user has already set their sights on Micron’s stock&nbsp;<a href="https://stocktwits.com/Gemini100Mil/message/639523129">reaching $300</a> by the March quarter. Ahead of the earnings, the stock settled Wednesday’s session down 3% at $225.52. The user’s expectations imply a 33% run over the next three months.Another user saw the earnings as confirmation that Micron’s&nbsp;<a href="https://stocktwits.com/FoundryOnStocks/message/639521686">growth</a> is solid and resounding, and the earnings growth is explosive. They also foresaw significant upward revision to the already “rosy estimates.”Baird’s Gerra was among the earliest analysts to raise the price target for the stock to $443 from $235. The analyst reiterated Micron as one of Baird’s top large-cap ideas, citing the “AI-driven double-digit bit demand growth medium term, a secular improvement in mix, the best fundamentals in the company's history and improving relative to peers, and market share lead in high-margin segments such as LPDDR5.”The analyst sees a deja vu with respect to HBM chips.<blockquote>“HBM remains a more stable growth component of Micron's mix, reminiscent of the early days of NAND, which sustained 50-60% bit growth for several years.”&nbsp;</blockquote>According to the analyst, Micron’s share of the HBM market is stabilizing around 20%. Even after Samsung’s HBM4 enters the market, the analyst expects pricing&nbsp;to remain rational, given the ongoing shortages.&nbsp;According to Koyfin, the average analyst price target for Micro before accounting for the post-earnings price adjustments is $255.97, implying a roughly 14% upside from the last close.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-waves-red-flag-but-5-charts-suggest-market-isn-t-crashing/cLeO1CjREqO">‘Beary’ Michael Burry Waves The Red Flag Again — But These 5 Charts Suggest The Market Isn’t Crashing Yet</a>

People visit Micron booth during the 8th China International Import Expo (CIIE) at the National Exhibition and Convention Center (Shanghai) on November 6, 2025 in Shanghai, China. 

Micron Just Proved the AI Boom Isn’t Over — And Exposed What Oracle, Broadcom Got Wrong

AI-driven memory demand pushed Micron’s revenue and margins sharply higher, giving it clearer growth visibility and stronger profitability than Oracle and Broadcom after earnings.

Cryptocurrency

AI-driven memory demand pushed Micron’s revenue and margins sharply higher, giving it clearer growth visibility and stronger profitability than Oracle and Broadcom after earnings.


<ul class="summary-bullets"><li>Needham lifted its price target on the stock to $300 from $200, citing persistent supply constraints and rising pricing for memory chips.</li><li>For fiscal year 2027, Needham projects Micron’s earnings per share at $25 and revenue of $68.2 billion.</li><li>For Q1, Micron anticipates revenue of $12.50 billion (+/- $300 million) and earnings per share of $3.56 (+/- $0.15).&nbsp;</li></ul>Micron Technology Inc. (MU) is drawing attention on Wednesday ahead of its earnings, as investors hope sustained momentum in global memory markets will boost the company’s growth.&nbsp;The memory chipmaker is scheduled to report its first-quarter (Q1) earnings after the closing bell on Wednesday.&nbsp;Micron anticipates revenue of $12.50 billion (+/-$300 million) and earnings per share of $3.56 (+/-$0.15). According to Fiscal AI data, analysts estimate a Q1 revenue of $12.86 billion and an EPS of $3.91.&nbsp;<h2 class="st-heading-2">Needham Raises Price Target&nbsp;</h2>On Tuesday, Needham lifted its price target on the stock to $300 from $200, citing persistent supply constraints and rising pricing for memory chips as key drivers for the revision. The new price target reflects a 29% upside to Micron’s stock price as of Tuesday.&nbsp;The firm also maintained its ‘Buy’ rating, reflecting confidence that the company will benefit from solid demand dynamics through at least 2026. DRAM and NAND market tightness, combined with stronger pricing environments, helped push Needham to increase its earnings expectations for the next two fiscal years.&nbsp;For fiscal year 2027, Needham projects Micron’s earnings per share at $25 and revenue of $68.2 billion.&nbsp;<a href="https://stocktwits.com/symbol/MU">Micron’s stock</a> traded over 2% higher in Wednesday’s premarket. On Stocktwits, retail sentiment around the stock changed to ‘bearish’ from ‘neutral’ territory the previous day. Message volume shifted to ‘high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img style="aspect-ratio:929/105;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_17_081703_png_5e040c68c4.webp" alt="SLSs Sentiment Meter and Message Volume as of 08:00 a.m. ET on Dec. 17, 2025 | Source: Stocktwits" width="929" height="105"><figcaption>SLSs Sentiment Meter and Message Volume as of 08:00 a.m. ET on Dec. 17, 2025 | Source: Stocktwits</figcaption></figure>A bullish Stocktwits user expressed optimism about the upcoming earnings. “AI memory demand isn’t fading, AI-to-value rotation looks tired,” they said.&nbsp;<stembedurl>https://stocktwits.com/DeltaAndDiscount/message/639390548</stembedurl><h2 class="st-heading-2">Market Dynamics</h2>Memory chip markets remain constrained as demand, particularly for high-performance applications in data centers and artificial intelligence, continues to outstrip industry supply.&nbsp;Bank of America analyst Vivek Arya&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-broadcom-reportedly-among-bank-of-america-s-2026-ai-favorites/cLeJK3fREpI">forecasts</a> a 50% year-over-year growth for AI semiconductors in 2026, driven by heavy data center usage. Micron has also been included in Dan Ives’ AI 30 winner&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dan-ives-updates-ai-30-winner-list-ahead-of-2026-sound-hound-service-now-salesforce-removed/cLI7XbjREiS">list</a>.Micron offers a range of high-performance DRAM, NAND, and NOR memory and storage products under its Micron and Crucial brands.&nbsp;MU stock has gained over 176% in 2025 and over 114% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/warner-bros-discovery-rejects-paramount-bid-and-stands-firm-on-netflix-deal/cLeOilMREqc">Warner Bros. Discovery Rejects Paramount Bid And Stands Firm On Netflix Deal</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Micron Technology Ink logo is displayed on a mobile phone with the company branding visible in the background, in this photo illustration in Brussels, Belgium, on December 14, 2025. 

Micron Stock In Spotlight As Investors Expect Strong Memory Market To Boost Earnings: 'AI Memory Demand Isn't Fading'

The memory chip maker is scheduled to report its first-quarter earnings after the closing bell on Wednesday; analysts estimate a Q1 revenue of $12.86 billion and an EPS of $3.91.  

<ul class="summary-bullets"><li>The deal will bring SchedMD’s open-source software Slurm into Nvidia’s AI ecosystem.</li><li>After the acquisition, Nvidia said it will continue to invest in SchedMD’s open-source software, which is currently used by a significant number of supercomputers on the TOP500 list.</li><li>Earlier on Monday, the company also unveiled its latest Nemotron 3 lineup of open source AI models.</li></ul>Nvidia Corp. (NVDA) announced on Monday that it has acquired AI workload management company SchedMD as it strengthens its push into open-source software.The chip designer said that its collaboration with SchedMD spans over a decade. Under the new deal, Nvidia will continue to invest in SchedMD’s open-source software, Slurm, which is supported on the chip giant’s latest hardware. The move comes as Nvidia is amping up its efforts in open-source technology alongside its chip development to remain competitive in a surging artificial intelligence market.“NVIDIA’s deep expertise and investment in accelerated computing will enhance the development of Slurm — which will continue to be open source — to meet the demands of the next generation of AI and supercomputing,” said Danny Auble, CEO of SchedMD.<h2 class="st-heading-2">Open-Source Efforts</h2>SchedMD’s Slurm is a workload management system for high-performance computing (HPC) and AI used to run complex computations across diverse hardware and software ecosystems.Slurm is vital as an infrastructure component for allocating computing resources to a variety of processes in generative AI, including model training and inference. The open-source software is used by over half of the top 10 and top 100 systems in the TOP500 list of supercomputers.By bringing SchedMD in-house, NVIDIA seeks to bolster its open-source capabilities alongside its existing ecosystem of AI hardware. The company said that this acquisition will also improve its resource efficiency and drive AI innovation for researchers, developers, and enterprises to optimize large-scale HPC and AI systems.Earlier on Monday, the semiconductor giant <a href="https://stocktwits.com/news-articles/markets/equity/what-is-nvidia-s-nemotron-3-here-s-why-it-matters-for-the-chip-giant-s-lead-in-the-ai-race/cLe44irREo1">unveiled</a> its latest Nemotron 3 lineup of open-source AI models amid reports that other open-source models, such as DeepSeek and Alibaba Group Holdings, are gaining wider adoption. Meanwhile, competitor Meta Platforms Inc. (<a href="https://stocktwits.com/symbol/META/">META</a>) is reportedly tweaking its AI strategies to shift toward more proprietary products.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, the retail sentiment around NVDA remained ‘neutral’ over a week, and message volume stayed at ‘low’ levels at the time of writing.<figure class="image"><img style="aspect-ratio:1266/148;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_15_at_10_59_35_PM_png_2756185e2f.webp" alt="On Stocktwits, the retail sentiment around NVDA remained ‘neutral’ over a week, and message volume stayed at ‘low’ levels at the time of writing." width="1266" height="148"></figure>Shares of <a href="https://stocktwits.com/symbol/NVDA/">NVDA</a> are up over 1.45% on Monday at the time of writing and have surged over 34% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The NVIDIA logo is displayed on a mobile phone with a visual digital background in this photo illustration in Brussels, Belgium, on November 18, 2025.

Nvidia Acquires SchedMD In A Bid To Expand Open-Source AI Push

NVIDIA’s relationship with SchedMD goes back a decade, and the company said it will continue to support the Slurm open-source software. 

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