🚀 StockTwits Top 25 Week 38: When Momentum, AI, and M&A Collide

Key Takeaway:
The StockTwits Top 25 didn’t just beat the market this week—it obliterated it, riding a wave of AI euphoria, M&A drama, and sector rotation. If you’re not watching where the smart money is flowing, you’re missing the real show.

Market Pulse: The Top 25 Outpaces the S&P 500

Let’s cut to the chase: the StockTwits Top 25 delivered a jaw-dropping +4.94% in Week 38, trouncing the S&P 500’s modest +1.36%. That’s a 3.58% outperformance—real alpha, not just noise. The Nasdaq also had a good week (+2.21%), but the Top 25 was in a league of its own, thanks to a perfect storm of momentum, narrative, and fundamentals.

StockTwits Top 25 Week 38 is a report written by Kevin Travers & Tom Bruni. You can find it at https://thedailyrip.stocktwits.com/p/stocktwits-top-25-week-38-0df1?utm_source=dailyrip&utm_medium=newsletter&utm_campaign=email

I am synthesizing it and expanding upon it. These are solely my personal views.

The Week’s Headliners: AI, Cloud, and Hollywood

Company	Weekly Gain (%)	Key Catalyst
Warner Bros Discovery	+70.0	Paramount takeover rumors
Oracle	+30.0	AI cloud backlog explodes (359% surge)
Micron	+20.0	DRAM pricing, AI/data center demand
Tesla	+17.0	Autonomous vehicle permit, energy storage news
Adobe	+8.5	AI features now in 99% of Fortune 100 companies

Warner Bros Discovery (WBD): +70% on M&A buzz. Hollywood loves a good plot twist, and so do investors.
Oracle (ORCL): +30% (and a historic +40% in a single day!) as the AI cloud narrative goes full throttle. Oracle is now the “fourth hyperscaler”—who saw that coming?
Micron (MU): +20% on the back of AI-fueled chip demand. DRAM is suddenly sexy again.
Tesla (TSLA): +17% as the company pivots from cars to robots and batteries. The Musk show never disappoints.
Adobe (ADBE): +8.5% as AI features become the new standard for enterprise software.

Sector Breakdown: Where the Action Is

Sector	# of Companies	Avg Performance (%)
Media/Entertainment	1	+70.0
Cloud/AI Infrastructure	2	+35.0
Semiconductors	3	+22.0
Technology/Software	3	+8.5
Aerospace	1	-5.0

Media/Entertainment stole the spotlight, but the real backbone was AI/Cloud and Semiconductors—the infrastructure of the new economy.
Four major changes to the Top 25 list this week show just how fast leadership rotates in this market.

Visual Dashboard: The Week in Charts

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Figure: StockTwits Top 25 Week 38 – Outperformance, Top Movers, and Sector Breakdown

Ramon’s Angle: Momentum + Narrative = Magic

Okay, let’s get real. This week is a masterclass in how narrative and momentum drive markets. Oracle’s AI cloud explosion? That’s not just a headline—it’s a paradigm shift. Warner Bros’ M&A drama? Proof that in this market, stories move stocks as much as earnings do.

Key Finding:
The Top 25 isn’t just a list—it’s a living, breathing pulse of where the smart money is going. Ignore it at your own risk.

If you’re trading or investing, you need to be where the action is. That means tracking the intersection of tech, AI, and whatever sector is about to get its 15 minutes of fame. This week, it was Hollywood. Next week? Stay tuned.

Actionable Takeaways

Follow the Rotation: The Top 25’s four new entries show that leadership changes fast. Don’t get stuck in yesterday’s winners.
AI/Cloud Is the New Core: Five of the top movers are riding the AI/cloud wave. This is not a fad—it’s the new market engine.
Narrative Matters: M&A rumors, AI breakthroughs, and regulatory wins can move stocks more than fundamentals—at least in the short term.
Stay Nimble: Outperformance comes from being early to the story, not just reading the headlines.

What Should Investors Watch Next?

Will the AI/cloud momentum keep powering the Top 25, or is a rotation brewing?
Can media/entertainment sustain its run, or will tech reclaim the throne?
Which stocks will be next week’s surprise additions—and which will get the boot?

Summary:
The StockTwits Top 25 Week 38 is a case study in how momentum, narrative, and sector rotation create outsized returns. If you want to beat the market, you need to be where the action is—before everyone else gets there.