Stocks were BUSY this week. but these are the 5 HOTTEST names on the tape. and EACH one got there for a very different…

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Summary

A stock analyst breaks down five hot stocks this week: Salesforce riding AI hype despite CEO selling, Microsoft's $17B AI data center bet, GE Vernova rebranded as an AI power play, Tesla's "physical AI" story with overbought signals, and AppLovin surging due to forced S&P 500 index buying. Each rallied for different reasons, but all face questions about sustainability.

Summarized by ThreadOut AI from the full thread. May miss nuance — read the thread below.

#1
Stocks were BUSY this week. but these are the 5 HOTTEST names on the tape. and EACH one got there for a very different reason 🧵
#2
@salesforce / $CRM Salesforce is riding the AI wave with fancy UK deals + a CrowdStrike tie-up... BUT CEO @Benioff is dumping shares daily. so the stock looks bullish short term, but the boss' selling makes investors wonder if it's already maxed out. next: Microsoft's $17B AI bet 🎛️
Marc Benioff@Benioff · Sep 18, 2025
🇬🇧 A huge thank you to our UK Ohana! Salesforce’s 2,000+ strong team drives £2B+ & we’re committing £6B to AI & Agentforce by 2030. 🤖✨ Forever grateful to our amazing UK customers — from Barclays to Unilever to the Carbon Trust and beyond. ❤️ Cheers to a bright future! Honoured to join HM The King & friends at a very special evening. 🏰🍷
#3
@Microsoft / $MSFT Microsoft just broke out with a $17B AI data center deal. it's real money, not hype... but some say it's too much, too fast. so the stock runs on bullish signals, but it all depends on proving that spend will pay back. $555 is the next test. next: GE Vernova, the AI power plug 🔌
#4
@GEVernova / $GEV GE Vernova was a boring utility... but analysts rebranded it as THE stock that will power AI. so the price jumps, but now traders ask if they're paying for electricity... or just for a story. next: Tesla, where AI gets physical ⚡️
#5
@Tesla / $TSLA Tesla is called "physical AI" now: robots, robotaxis, @elonmusk's $1B personal buy. but RSI is screaming overbought. so bulls see endless upside, but bears say gravity always wins. which comes first? next: AppLovin, where funds are forced to simp 🥺
#6
@AppLovin / $APP APP is joining the S&P 500, so $10B of passive funds MUST buy. great, right? but forced buying ends on Sep 22. so the rally is huge now, but the big question is who keeps buying after the bots are done.
#7
those were the week's hottest 5 tracked by Edgen. but the real edge is seeing heat build BEFORE it's obvious. that's what Edgen shows you: stocks + crypto, same screen: edgen.tech/market/stock/t…