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Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is trending after its strong earnings report, which massively beat revenue and EPS estimates and significantly raised full-year guidance, driving community discussion around its undervalued status and potential for a short squeeze despite ongoing concerns about gross margin compression in the booming AI server market.

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 after delivering strong recent earnings, largely driven by robust data center performance and progress in its AI GPU roadmap, prompting community discussion around whether the post-earnings dip presents a buying opportunity or reflects high valuation and typical 'sell the news' market behavior within the semiconductor sector.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is trending as investors discuss its strategic shift towards short-form video and user-generated content on Paramount+, boosted by strong viewership from its recent UFC streaming debut, amidst continued uncertainty surrounding its contentious bid for Warner Bros. Discovery.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

Alpha Tau Medical is drawing significant bullish community and institutional interest, as investors eagerly await an imminent Japan PMDA decision for commercial approval and are buoyed by strong clinical data, including an 81% disease control rate in pancreatic cancer, for its revolutionary Alpha DaRT oncology platform. The company's progress in expanding its clinical trials and manufacturing capabilities suggests a future global commercial launch for its innovative cancer treatment.

Figma, Inc. is an AI-powered design platform that enables seamless collaboration across the entire product development lifecycle. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma ($FIG) is experiencing intense community debate following a significant price decline that has pushed the stock below its IPO price and prior private valuation. Bulls argue it is severely oversold, citing strong fundamentals and AI integration potential, while bears emphasize persistent selling pressure, insider activity, and fears of AI disruption within a broader software sector correction.

Uniting the six native Japanese dog breeds. Kendu is the keeper of peace, the preserver of life, and the protector of unity. Join the pack!!

Kendu

Kendu Crypto is experiencing a 'Kendu Trendu' as its highly engaged community consistently launches real-world products and initiatives, distinguishing itself as a 'permissionless brand' in the crypto space. This organic, builder-focused approach fosters strong conviction for significant long-term growth, despite broader market sentiment.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is trending upwards after reporting strong earnings and an optimistic outlook, fueling community discussions of a short squeeze as new product launches and broader sector tailwinds signal a significant turnaround for the stock.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is experiencing heightened trading activity ahead of its earnings report, with community sentiment sharply divided between those viewing current multi-year lows as a generational buying opportunity due to its vast user base and growing monetization efforts, and bears concerned about sustained profitability, intense competition, and potential global regulatory pressures impacting its core youth demographic.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is trending as it reached a $1 trillion market capitalization for the first time, signaling its successful transformation into a tech-driven retail powerhouse. The community is actively discussing its strong e-commerce growth and strategic AI partnerships, with many anticipating further upside and significant volume driven by its Nasdaq-100 inclusion.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros Discovery is heavily trending amid an intensifying bidding war for its assets, primarily between Netflix and Paramount Skydance, both vying to consolidate their positions in the evolving media landscape. The community is actively debating the merits and regulatory hurdles of Netflix's recently amended all-cash offer versus Paramount's competing bid, alongside persistent speculation about potential higher offers and the valuation of WBD's remaining businesses.

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Wayfair is selling a 'gorgeous' mid-century modern couch for just $276

TheStreet aims to feature only the best products and services. If you buy something via one of our links, we may earn a commission.Why we love this dealIf your living room could use a trendy vintage...

<ul class="summary-bullets"><li>GameStop shares jumped by over 8% on Monday.</li><li>Burry recently disclosed a long position in GME and has outlined potential targets.</li><li>Stocktwits users discussed Burry’s picks, while speculating their own.</li></ul>GameStop Corp is in the news again after its CEO, Ryan Cohen, said last week that the video games retailer is&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/all-eyes-on-gme-stock-ceo-ryan-cohen-is-hunting-for-big-acquisition/cmyS4njR41n">eyeing</a> a “big” acquisition in the public-listed retail universe. Since then, several names have been floating as potential targets, with the GME stock jumping higher on the plan.Cohen is likely trying to deploy GameStop's growing cash pile (nearly $9 billion, as of the last quarter), pivot the business as it lessens its physical footprint, and&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/gamestop-stock-trends-again-after-brutal-2025/cmxMQh2R4b7">revive the company’s shares</a>.“The Big Short” investor Michael Burry, who recently disclosed a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/gme-shares-surge-after-michael-burry-goes-long-on-stock/cmy76l1R4hK">long position</a>, on Monday speculated about several potential targets that GameStop should be evaluating, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://seekingalpha.com/news/4545763-these-are-the-companies-that-michael-burry-thinks-gamestop-should-try-to-acquire">report</a> in Seeking Alpha.<h2 class="st-heading-2">Burry’s Top Picks For GameStop</h2>Burry’s top picks are smart home and security company ADT, Inc., and online furniture and home goods seller Wayfair, Inc. Stocktwits sentiment for both jumped a zone higher to ‘extremely bullish’ and ‘bullish,’ respectively, after the investor’s signal.Burry said GameStop is likely to go for a leveraged buyout (an acquisition funded primarily with borrowed money) in a strategy he called "Instant Berkshire," with the aim to create a portfolio of companies with high growth potential.He listed Assured Guaranty, Penske Automotive Group, Mattel, Sprouts Farmers Market, and SiriusXM. He also mentioned casino and resort operators Wynn Resorts and MGM Resorts as potentially interesting alternatives to Wayfair.<h2 class="st-heading-2">Retail Speculates on eBay, Others</h2>Speculation also picked up on Stocktwits. A user said eBay would probably make the most sense for GameStop. GameStop doesn’t have a direct business relationship with eBay. However, eBay has expanded into collectibles, including trading cards, which aligns with GameStop’s recent expansion into movie- and TV-related merchandise and trading cards.<stembedurl>https://stocktwits.com/MissionControl/message/643760844</stembedurl>A user outlined Corsair Gaming and Peloton as potential targets, besides Burry’s pick, Wayfair, while discussing the advantages for each of those names.<stembedurl>https://stocktwits.com/Swiss212/message/643542283</stembedurl>Some even joked that it&nbsp;<a href="https://stocktwits.com/Balancedbearizback/message/643735015">could be Target</a> or even SpaceX.&nbsp;&nbsp;<stembedurl>https://stocktwits.com/AvocadoKitty/message/643733704</stembedurl><a href="https://stocktwits.com/symbol/GME">GameStop shares</a> gained 8.3% on Monday, its sharpest jump in eight months. On Stocktwits, the retail sentiment remained ‘bullish,’ unchanged from the previous day, while 24-hour message volume surged by 540%.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_03_at_1_49_13_PM_png_4d8931131b.webp" alt="Screenshot 2026-02-03 at 1.49.13 PM.png" width="596" height="80"><figcaption>GME sentiment and message volume as of February 3 | Source: Stocktwits</figcaption></figure>Monday’s rally pushed GameStop shares up 29% for the year so far. The stock fell 36% last year, a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/game-stop-s-meme-magic-fades-in-a-year-without-roaring-kitty-but-retail-traders-feel-there-s-a-plot-twist-around-the-corner/cLI7OCPREif">rough stretch</a> that saw names such as Opendoor Technologies and Kohl’s emerge as part of a new crop of meme stocks.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/opendoor-bull-eric-jackson-turns-attention-to-palantir/cZbimd7R4lX">Opendoor Bull Eric Jackson Turns Attention To Palantir, After Blowout Earnings</a>

The GameStop logo is being displayed on a smartphone with GameStop visible in the background. (Photo by Jonathan Raa/NurPhoto via Getty Images)

Which Is GameStop’s ‘Big’ Buy? Michael Burry Lists His Targets While Retail Bets On eBay And Peloton

GameStop CEO Ryan Cohen last week signaled that the company is considering an acquisition of a publicly listed retailer.

Equity

GameStop CEO Ryan Cohen last week signaled that the company is considering an acquisition of a publicly listed retailer.


Y Intercept Hong Kong Ltd Has $1.42 Million Stock Holdings in Wayfair Inc. $W

Y Intercept Hong Kong Ltd trimmed its holdings in shares of Wayfair Inc. (NYSE:W - Free Report) by 46.4% during the 3rd quarter, according to its most recent disclosure with the Securities and...

Great Lakes Advisors LLC Acquires Shares of 44,177 Wayfair Inc. $W

Great Lakes Advisors LLC acquired a new position in shares of Wayfair Inc. (NYSE:W - Free Report) during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund acquired...

Wayfair is selling a $1,991 2-piece farmhouse couch set for just $840

TheStreet aims to feature only the best products and services. If you buy something via one of our links, we may earn a commission.Why we love this dealFarmhouse chic is all the rage right now, and...

Wayfair is selling a $599 retro sofa in multiple colors for just $224

TheStreet aims to feature only the best products and services. If you buy something via one of our links, we may earn a commission.Why we love this dealLooking for a statement piece to pull together...

Amazon is selling a farmhouse storage pantry for only $84 for Prime members

TheStreet aims to feature only the best products and services. If you buy something via one of our links, we may earn a commission.Why we love this dealYou can never have too much storage space...

How to Find Strong Retail and Wholesale Stocks Slated for Positive Earnings Surprises

Investors looking for ways to find stocks that are set to beat quarterly earnings estimates should check out the Zacks Earnings ESP.

Why Wayfair (W) is Poised to Beat Earnings Estimates Again

Wayfair (W) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

Wayfair is selling a $1,077 farmhouse sofa for $450 with a cozy, rustic feel

TheStreet aims to feature only the best products and services. If you buy something via one of our links, we may earn a commission.Why we love this dealWith a cozy and inviting feel, it's no wonder...

Wayfair, Inc. engages in an online home furnishing store. It operates through the U.S. and International segments. The U.S. segment consists of amounts earned through product sales through the company's five distinct sites in the U.S. and through websites operated by third parties in the U.S. The International segment is composed of earnings through product sales in international sites. The company was founded by Steven K. Conine and Niraj S. Shah in May 2002 and is headquartered in Boston, MA.

Wayfair Inc - Ordinary Shares - Class A

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