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Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings is seeing extreme volatility as it undergoes S&P 500 index inclusion, driving a surge of forced institutional buying that has captured significant market attention. The community is sharply divided, with bulls pointing to the company's critical role in AI infrastructure and hyperscaler partnerships, while skeptical traders warn of unsustainable valuations and aggressive short-term price swings.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is surging as the community celebrates the successful Artemis II launch and anticipates the company's pivotal role in lunar infrastructure. Investors are actively discussing a potential short squeeze fueled by high volume and institutional interest, while debating the impact of upcoming NASA contract awards and the broader momentum in the space sector.

Eastman Kodak Co. engages in the provision of analog and digital innovations. It operates through the following segments: Traditional Printing, Digital Printing, Advanced Materials and Chemicals, and Brand. The Traditional Printing segment consists of Prepress Solutions, which includes Kodak's digital offset plate offerings and computer-to-plate imaging solutions. The Digital Printing segment contains Electrophotographic Printing Solutions, Prosper, Versamark and Software. The Advanced Materials and Chemicals segment consists of four lines of business: Industrial Film and Chemicals, Motion Picture, Advanced Materials and Functional Printing, and Kodak Services for Business (KSB). The Brand segment includes licensing of the Kodak brand to third parties. The company was founded by George Eastman in 1880 and is headquartered in Rochester, NY.

Eastman Kodak Co.

Eastman Kodak is trending as investors react to the company's expansion into pharmaceutical manufacturing and the launch of new regulated laboratory products, fueling speculation about potential U.S. government contracts and domestic supply chain partnerships. The community remains focused on the company's improved balance sheet and its strategic pivot toward advanced materials, with active discussions on the long-term potential for a major industrial turnaround.

SPDR S&P 500 ETF TRUST - Units of undivided interest in SPDR Trust Series 1

The S&P 500 ETF is experiencing intense volatility and aggressive price swings as the market reacts to speculative headlines regarding geopolitical tensions and potential protocols for shipping routes. The community is deeply polarized, with many retail traders accusing large institutions of orchestrating 'fake' rallies to trap bears and manipulate options liquidity before a long holiday weekend.

Invesco QQQ Trust Series 1 - Units of beneficial interest

QQQ is experiencing heightened volatility and intense social media debate, driven by uncertainty surrounding geopolitical developments in the Middle East and the market's reaction to recent presidential commentary. The community remains deeply divided, with significant arguments playing out between bulls anticipating a classic dip-buy and bears pointing toward escalating oil prices and macroeconomic concerns as catalysts for a broader sell-off.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

The United States Oil Fund (USO) is surging as geopolitical tensions intensify following a recent presidential address that signaled a prolonged military conflict with Iran, dashing market hopes for a de-escalation. The community is actively debating the potential for long-term oil supply disruptions, with many traders monitoring the Strait of Hormuz for toll-related developments while gauging the sustainability of the price move amidst warnings of a wider economic slowdown.

RAGE GUY (RAGE) is a cryptocurrency inspired by the Rage Guy meme, one of the earliest and most recognizable characters from internet rage comics. The project captures the cultural legacy of early meme history and brings it onto the blockchain in tokenized form. It is designed as a community-driven digital asset that celebrates internet culture, nostalgia, and the role memes play in shaping online communities.

Rage Guy

Rage Guy ($RAGE) is trending as the community doubles down on "OG meme" culture, driven by the restoration of classic comic-making tools on the Solana blockchain. Investors are emphasizing high-conviction "bag holding" and long-term building as they contrast their project's historical cultural relevance against what they describe as short-lived, "forced" meme tickers.

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

Tesla Inc

Tesla is currently the focal point of intense market volatility, driven by a combination of disappointing quarterly delivery figures, broader geopolitical instability in the Middle East, and active investor speculation regarding the company's valuation as a proxy for Elon Musk's wider ventures, including the upcoming SpaceX IPO. Community sentiment is deeply polarized, with traders aggressively debating whether to treat the stock as a distressed automotive manufacturer or a long-term play on AI and robotics, while many are actively using options to hedge or capitalize on the heightened price fluctuations.

Kelly Services, Inc. engages in the provision of talent solutions. It operates through the following segments: Professional and Industrial, Science, Engineering, and Technology, Education, Outsourcing and Consulting, and International. The Professional and Industrial segment includes the provision of administrative, accounting and finance, light industrial, contact center staffing, and other workforce solutions. The Science, Engineering, and Technology segment focuses on staffing, outcome-based, permanent placement services, clinical research, and telecommunications. The Education segment involves offering education and therapy services talent through staffing, permanent placement, and executive search services to Pre-K-12 school districts and organizations. The Outsourcing and Consulting segment consists of global talent supply chain and workforce solutions, including Managed Service Provider (MSP), Recruitment Process Outsourcing (RPO), Payroll Process Outsourcing (PPO), and executive coaching programs. The company was founded by William Russell Kelly on October 7, 1946 and is headquartered in Troy, MI.

Kelly Services, Inc. - Ordinary Shares - Class B

KELYB is seeing intense community activity driven by its extremely low float, which investors believe creates the potential for rapid volatility and short squeezes. Traders are closely monitoring upcoming investor calls and the influence of major institutional positions, with many debating whether the current price action represents a temporary pullback or a setup for further gains.

Tilray Brands, Inc. engages as a consumer packaged goods company, which focuses on medical cannabis research and the cultivation, processing, and distribution of cannabis products worldwide. It operates through the followings segments: Cannabis, Distribution, Beverage, and Wellness. The Cannabis segment focuses on cultivation, production, distribution, and sale of both medical and adult-use cannabis products. The Distribution segment is involved in purchase, resale, and distribution of pharmaceutical and wellness products. The Beverage segment refers to the production, marketing, and sale of beverages. The Wellness segment represents the production, marketing, and distribution of hemp-based food and other wellness products. The company was founded on January 24, 2018 and is headquartered in Leamington, Canada.

Tilray Brands Inc

Tilray Brands is attracting heavy investor attention ahead of its upcoming earnings report, with the community actively debating the company's shift toward a diversified consumer goods strategy and the potential for a significant rally should federal rescheduling news materialize. Despite frustrations over historical share price volatility and management's dilution strategy, bullish sentiment remains tied to improving medical cannabis fundamentals and hopes for a major short squeeze.

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<ul><li>Palantir CEO Alex Karp identified two AI markets - broad basic-use AI and a results-driven subset.</li><li>He said the subset capable of changing revenue, margins, or operational outcomes is Palantir’s focus.</li><li>He also warned that other countries cannot easily replicate U.S. advantages across the technology stack.</li></ul>Palantir (PLTR) CEO Alex Karp reportedly said on Thursday that while the overall AI market is large, only a fraction&nbsp;of it produces meaningful results, capable of driving revenue or margin improvements.&nbsp;“There are really two AI markets,” Karp said during an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://finance.yahoo.com/video/palantir-downstream-americas-success-ceo-143534800.html">interview</a> at Yahoo Finance Invest. “From Palantir's perspective, people using AI call it enhanced intelligence to do basic things, but things that are not sophisticated enough so that they would change your revenue or margins – that is a very large market.”<a href="http://stocktwits.com/symbol/PLTR">PLTR’s stock</a> fell 1.2% in pre-market trade amid broader weakness in the market. On Stocktwits, retail sentiment around the company remained in ‘bullish’ territory over the past day.&nbsp;<h2 class="st-heading-2">Two AI Markets –&nbsp; Hype Vs. Impact</h2>Karp differentiated between the “enhanced intelligence” applications that are widely discussed but often fail to move the needle, and the subset of AI that produces quantifiable results.&nbsp;“The part of the market that is weak… is in the institutional context,” he said. “The part of the market we’re in—where we can show results quickly and get paid—is expanding, and that part will dominate the rest of the institutional market.”According to him, this results-driven segment can rapidly influence business performance or battlefield outcomes, allowing organizations to capture value without restructuring or isolating operations for years.“While most developers are focused on supporting basic AI models, we intend to lead in applications that deliver measurable impact quickly,” Karp said. “The subset of the market we target is expanding and will dominate institutional AI adoption.”<h2 class="st-heading-2">Economic Strength Tied To National Security</h2>Karp also tied AI adoption to broader U.S. economic and strategic strength. He emphasized that America is uniquely positioned with dominance across the technology stack, which allows the country to leverage AI both commercially and militarily.“The ability to defend ourselves and grow our economy is tied to the same resources,” Karp said. “Our challenge is to grow GDP in a way that positively affects skilled workers—welders, truck drivers, engineers—while maintaining technological leadership globally.”He also warned that replicating the U.S. advantage would be difficult for other countries due to the country’s unique concentration of resources and talent. “Europe, for example, does not control any part of the stack as a dominant player,” Karp said. “Our role is to leverage what we have, not squander it.”Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/circle-stock-gains-after-jpmorgan-turns-bullish-cathie-woods-ark-invest-buys-the-dip/cLP9RYgRE3X">Circle Stock Gains Pre-Market After JPMorgan Turns Bullish, Cathie Wood’s Ark Invest Buys The Dip</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Alex Karp, CEO of Palantir Technologies, talks to members of the media at the Allen & Company Sun Valley Conference on July 10, 2025 in Sun Valley, Idaho. (Photo by Kevin Dietsch/Getty Images)

Palantir CEO Alex Karp Says There Are Two AI Markets And Only One ‘Actually Works’: Report 

Speaking at Yahoo Finance Invest, Karp said consumer-oriented AI may create hype without tangible benefits.

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