People are discussing ASML's Q3 2025 results, which have reported total net sales of €7.5 billion and a net income of €2.1 billion. There is also talk about the company's expectation for a full-year 2025 total net sales increase of around 15% relative to 2024, with a gross margin of around 52%. However, there are mixed opinions on the company's performance and future prospects, with some investors expressing satisfaction with their returns from ASML shares while others criticize it as not being a good value or growth stock.

People are discussing the potential impact of Trump's tweets about self-reliance in cooking oil production on Archer-Daniels-Midland (ADM), a company known for being the largest U.S. producer of soybean and vegetable oils. They believe that if policies favoring domestic processing and self-reliance are implemented, it would directly boost ADM's margins and volume, resulting in a significant increase in their stock value. The speculation has led to an influx of investment in ADM shares and options with expectations that these political developments could turn ADM into a major national supplier.

People are discussing Walmart's recent partnership with OpenAI and the potential for significant growth in e-commerce sales. They note that despite tariffs, Walmart has managed to maintain lower price increases compared to other retailers, which has helped boost sales. However, some users express concern about high valuations and question whether the stock is in a bubble.

People are discussing the recent surge in ARM Holdings' stock price during after-hours trading, which is largely attributed to a newly announced deal with OpenAI. Many investors appear to be regretting not buying into ARM earlier and are speculating on its future performance, with some predicting significant growth by the end of this year. There's also talk about insider trading activities related to ARM and other tech companies.

People are discussing the potential of Bitfarms (BITF) as an investment, with many users predicting a significant increase in its stock price. Sentiments range from expectations of the stock tripling in value to reaching $10 by end of year. The overall tone is bullish, suggesting that investing in BITF could yield substantial returns.

People are discussing the surprising market performance of Rigetti Computing (RGTI), which has seen significant value increase despite limited annual revenue. Some users express disbelief at the stock's high valuation, comparing it unfavorably to other businesses with larger revenues and questioning its sustainability. Others lament their missed opportunities for profit due to not holding onto their RGTI shares or options.

People are discussing the stock performance of UIPath (PATH), with mixed sentiment. Some users are optimistic, investing in PATH calls and anticipating a positive earnings report that could potentially push the share price above $20. However, others express frustration at its recent performance, questioning why it's tanking and whether it's done. Despite this, there seems to be a consensus to buy the dip, suggesting an overall belief in its potential for growth.

People are discussing POET Technologies, a photonics company that is focusing on high-speed optical interconnects which could potentially revolutionize data transfer in AI and data centers. The company's Optical Interposer technology integrates electronics and photonics into one chip, which if adopted by major players in the industry, could significantly increase their revenue. However, this also comes with a high risk due to their lack of production revenue and reliance on successful design wins and manufacturing scale.

People are discussing the rapid and seemingly irrational rise of Oklo's stock price, with many expressing excitement over their profits while others express skepticism due to the company not having an approved reactor design or significant revenue. There is speculation about a potential bubble forming around Oklo, as well as debate over whether the company can deliver value to investors in the long term. Despite these concerns, some users point out that Oklo has unique patents and approvals in its industry, suggesting that it may have future potential.