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Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is actively discussed after its Q4 earnings presented a net loss and revenue miss, though community members are pointing to growth in subscription services, planned share buybacks, and management's bullish outlook, fueling speculation that the negative news was already priced in and could trigger a short squeeze.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is generating significant chatter after its recent earnings report, with strong Q4 results overshadowed by lower-than-expected 2026 guidance, sparking community debate over its growth prospects amidst rising competition from prediction markets and whether its current valuation presents a buying opportunity or further downside.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is seeing a significant surge in conversation following better-than-expected financial results, with community discussion heavily centered on the strong demand and positive early reviews for its upcoming R2 SUV. Many believe the R2 could be a formidable competitor in the mass-market EV segment and act as a catalyst for a short squeeze given the substantial short interest.

Pinterest, Inc. engages in the operation of a pinboard-style photo-sharing website. It allows users to create and manage theme-based image collections such as events, interests, and hobbies. The company was founded by Benjamin Silbermann, Paul C. Sciarra, and Evan Sharp in October 2008 and is headquartered in San Francisco, CA.

Pinterest Inc - Ordinary Shares - Class A

Pinterest Inc

Pinterest is facing intense scrutiny after delivering slightly soft guidance and announcing workforce reductions to pivot towards AI, fueling community debates about whether its current depressed valuation makes it an attractive acquisition target or signifies a truly broken growth story amidst challenging ad market dynamics.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is trending following its earnings report, sparking community debate over robust performance driven by AI demand and long-term sector growth, contrasting with concerns about flat guidance, ongoing China export restrictions, and overall valuation in the semiconductor equipment space.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy`s Co

Wendy's is trending with intense community discussion centered on its upcoming financial results, high short interest, and persistent rumors of a private equity buyout or new CEO. Investors are actively debating the stock's significant undervaluation and attractive dividend yield versus concerns over a leadership void and broader market challenges.

Roku, Inc. engages in the provision of a streaming platform for television. It operates through the Platform and Devices segments. The Platform segment includes digital advertising and related services including the demand-side platform and content distribution services such as subscription and transaction revenue shares, media and entertainment promotional spending, the sale of premium subscriptions, and the sale of branded channel buttons on remote controls. The Devices segment is involved in the sale of streaming players, audio products, smart home products, and accessories that are sold through retailers and distributors, as well as directly to customers through the company’s website. The company was founded by Anthony J. Wood in October 2002 and is headquartered in San Jose, CA.

Roku Inc - Ordinary Shares - Class A

Roku Inc

Roku is trending as it reported strong earnings that beat expectations and demonstrated a return to profitability, driving optimistic analyst upgrades. The community is actively discussing the company's accelerating platform growth, robust advertising revenue, and its position as a key player in the expanding connected TV landscape, following recent price volatility.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly Inc. is trending after a strong earnings report and upbeat guidance, with the community largely attributing the significant rally to "Agentic AI tailwinds" and potential for further re-rating in the edge computing space. While many celebrate its newfound momentum and undervaluation, bears anticipate a sharp pullback, pointing to insider selling and the likelihood of a stock offering following the dramatic surge.

Toast, Inc. engages in the development and provision of consumer payment application for restaurants. It offers terminals, kiosk, guest facing display, and system accessories. The firm also offers point of sale, reporting and analytics, online ordering and delivery, and kitchen display system. The company was founded by Jonathan Grimm, Aman Narang, and Stephen J. Fredette in December 2011 and is headquartered in Boston, MA.

Toast Inc - Ordinary Shares - Class A

Toast Inc

Toast (TOST) is actively discussed following its Q4 earnings report, which highlighted robust revenue growth and record new locations, yet an EPS miss and the broader 'AI killing software' narrative are fueling community frustration over its valuation, despite a significant increase to its share repurchase program.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include Core, Cognitive Adjacencies, and Network Software and Services. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

Arista Networks is trending following its robust Q3 earnings beat, fueled by AI demand, but experienced a surprising stock pullback due to cautious Q4 guidance, leading to active community discussion on the market's seemingly contradictory reaction.

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<ul class="summary-bullets"><li>He flagged the company’s India-centric body shop model and recent software acquisitions.</li><li>Chanos noted that IBM’s greatest innovations in the 21st century have been in financial engineering, adding that the company was a leader in AI until fifteen years ago.&nbsp;</li><li>In its latest quarterly report, IBM posted a 12% growth in revenue, beating Wall Street’s estimates.</li></ul>Jim Chanos, the founder of Kynikos Associates, who shot to fame after predicting Enron's collapse, flagged that artificial intelligence is a threat and not an opportunity for International Business Machines Corp. (IBM).In a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/RealJimChanos/status/2021979120033575074">post</a> and subsequent comments on X, the short seller said that IBM is essentially a marketing and consulting company, not a cutting-edge AI company.“Are investors finally beginning to connect the AI-risk dots at $IBM…?!” Chanos posted, flagging the company’s “India-centric body shop model” and recent software acquisitions. He added that the company is still trading at a premium to other hyperscalers.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_13_at_4_31_44_AM_png_c8d64eaa0c.webp" alt="Screenshot 2026-02-13 at 4.31.44 AM.png" width="1190" height="310"></figure>&nbsp;Shares of IBM ended Thursday’s trading session about 4.8% lower amid a broader tech rout. The stock has also been weighed down after its spin-off, Kyndryl Holdings, launched a <a href="https://stocktwits.com/news-articles/markets/equity/kyndryl-blowup-jpmorgan-double-downgrades-stock/cZbxxSKR4Yd">review</a> of its accounting practices and the exit of its top financial and legal executives.<h2 class="st-heading-2">Chanos Highlights IBM’s Model</h2>Chanos noted that IBM’s greatest innovations in the 21st century have been in financial engineering, also adding that the company was a leader in AI until fifteen years ago.He highlighted IBM Watson, the company’s suite of AI-powered enterprise services and tools developed between 2004 and 2011, which has now been rebranded under the WatsonX portfolio. “IBM is a marketing company, not a technology leader,” Chanos emphasized again in an X comment on Thursday.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_13_at_4_32_40_AM_png_f8522a5d90.webp" alt="Screenshot 2026-02-13 at 4.32.40 AM.png" width="1180" height="306"></figure>&nbsp;Chanos went on to highlight how software continues to get a revenue boost from acquisitions, “which no one deducts from the $IBM FCF definition.”<h2 class="st-heading-2">Earnings Results</h2>The short seller’s comments come a few weeks after the software giant reported strong fourth-quarter (Q4) 2025 <a href="https://stocktwits.com/news-articles/markets/equity/why-did-ibm-stock-surge-over-7-in-after-hours-trading-today/cmyLxZ8R40U">results</a> that topped street expectations.CEO Arvind Krishna touted IBM’s generative AI, saying that the book of business stands at over $12.5 billion, adding that AI customers are shifting from experimenting to scaling.IBM posted a 12% growth in revenue to $19.7 billion, beating Wall Street’s estimates of $19.23 billion and also reported a beat in its adjusted earnings to $4.52 per share compared with $4.32 expectations.The strong results were bolstered by IBM’s software unit performance, which includes its AI, automation, data offerings. Revenue for the unit climbed 14% to $9 billion.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around IBM shares remained in the ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes.<a href="https://stocktwits.com/symbol/IBM">IBM shares </a>have gained 1.45% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/csco-stock-why-does-the-street-see-an-upside/cZRTuqpR4rw">CSCO Stock Tumbles Amid Gross Margin Miss — Why Does The Street See An Upside?</a>

Chip maker IBM logo is seen at the Mobile World Congress 2025 (MWC) at the Fira de Barcelona. (Photo by Davide Bonaldo/SOPA Images/LightRocket via Getty Images)

IBM Faces AI Threat, Not Opportunity, Says Short Seller Who Predicted Enron’s Collapse

Jim Chanos, the founder of Kynikos Associates, said in an X post on Thursday that IBM is essentially a marketing and consulting company, not a cutting-edge AI company.

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International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

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