SMH, CRWV, and RVMD: The Three Tickers Breaking the Internet This Week
From chip bulls to AI cloud kings to a stage-4 cancer treatment making headlines, social sentiment is crystal clear on where the money is moving
Ticker Ratings
Let's talk about the three tickers that are absolutely eating up social bandwidth right now. First, semiconductors — $SMH and the broader chip complex are the subject of intense YouTube debate, with TheChartGuys flagging a 70% bullish probability on bull flags returning to all-time highs. Reddit's trading subs are echoing the same vibe: semis leading, software lagging, and $MU getting specific swing trade love alongside the broader sector.
Then there's $CRWV — CoreWeave — which just popped 10%+ after Anthropic signed a multi-year NeoCloud deal, adding to a client list that reads like an AI hall of fame: OpenAI, Google, Meta. X is comparing this to the AWS land-grab moment, and honestly? Not a terrible analogy.
The dark horse buzzing hardest on X and YouTube? $RVMD — Revolution Medicines. Former Senator Ben Sasse went on CNBC to talk about taking their experimental RAS-targeting pill for stage 4 pancreatic cancer, with Phase 3 data dropping this quarter. When your drug's spokesperson is a sitting politician betting his life on it, that's a different kind of catalyst.
Semis are the engine, CoreWeave is the pick-and-shovel play nobody can stop talking about, and RVMD is the biotech wildcard with the most human stakes of anything on this list.