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Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is a hot topic following news of NVIDIA's stake sale, igniting investor debate on whether this signals profit-taking or broader concerns, even as the company moves forward with its cloud business spin-off into ChronoScale, leading many in the community to eye the recent dip as a buying opportunity.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group (DJT) is trending as its stock plummets to new lows, nearing single digits and intensifying community debate. Critics highlight the company's meager revenue and anticipated poor earnings as evidence of its "meme stock" nature, fueling calls of a coming collapse, while some loyalists defiantly "buy the dip" despite the steep decline.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is seeing intensified conversation following its Q2 earnings, which reported strong revenue and an upped full-year outlook but a lowered EPS forecast. This mixed guidance, amidst broader software sector weakness and the impact of acquisitions, has sparked debate within the community over whether the current sell-off presents a buying opportunity or signals further declines for the cybersecurity leader.

Starfighters Space, Inc. is engaged in the research and development of space flight, pilot training, and aeronautics programs. It operates the commercial fleet Lockhead F-104s. The company was founded by Rick Svetkoff on September 6, 2022 and is headquartered in Cape Canaveral, FL.

Starfighters Space Inc

Starfighters Space (FJET) is experiencing heightened attention as its IPO quiet period wraps up and anticipation builds for an FAA Space Launch license, driving community discussions around its notably small float and high short interest, especially within the broader context of upcoming major developments in the space sector.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending following FDA Fast Track designation for its lead asset, sonelokimab, in Palmoplantar Pustulosis, fueling community discussions around its "best-in-class" potential and intense buyout speculation ahead of key data readouts.

Churchill Capital Corp. X is a blank check company, which was created for the purpose of effecting a merger, capital stock exchange, asset acquisition, stock purchase, reorganization, or similar business combination with one or more businesses. The company was founded by Michael Klein on January 4, 2024 and is headquartered in New York, NY.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is gaining significant attention following its NYSE debut as the first neutral-atom quantum company, with investors enthusiastic about its practical defense and space applications, NVIDIA collaborations, and perceived undervaluation compared to other quantum sector plays. The community is actively discussing its potential as a generational investment, anticipating further visibility and wider market access.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is trending after announcing a multi-year strategic partnership with Meta Platforms for AI infrastructure, involving significant deployment of its Blackwell and Rubin GPUs. This news is fueling optimism about continued revenue growth, though some in the community debate whether the positive development is already priced into the stock ahead of its anticipated earnings.

Toll Brothers, Inc. engages in the design, building, marketing, and arranging of financing for detached and attached homes in residential communities. It operates through the following geographical segments: North Region, Mid-Atlantic Region, South Region, Mountain Region, and Pacific Region. The company was founded by Robert I. Toll, and Bruce E. Toll in May 1967 and is headquartered in Fort Washington, PA.

Toll Brothers Inc.

Toll Brothers is trending due to its recent earnings report exceeding expectations on EPS and revenue, which sparked debate among investors about the underlying strength, including contributions from land sales and a dip in backlog. Its luxury market positioning, characterized by high average home prices, remains a central talking point amid broader housing market dynamics.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is experiencing extreme volatility as Western Digital offloads its holdings, a move bulls see as a non-dilutive buying opportunity fueled by surging AI memory demand and ongoing supply shortages. Conversely, bears argue the stock is severely overvalued and anticipate a sharp correction, leading to intense debate among investors.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is trending due to recent analyst upgrades and strategic acquisitions bolstering its AI-driven identity and browser security offerings. The community is debating whether the broader software sector's AI disruption fears are overblown for cybersecurity, with many viewing the current dip as a buying opportunity given CrowdStrike's market leadership in defending against evolving threats.

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<ul class="summary-bullets"><li>Paramount said that it will continue to advance its tender offer, maintain its solicitation in opposition to the inferior Netflix merger.&nbsp;</li><li>Paramount said that WBD’s proxy materials sent to its shareholders states the range of merger with Netflix will be a minimum of $21.23 to a maximum of $27.75, lower than Paramount’s offer of $30 per share.&nbsp;</li><li>WBD earlier in the day said that Netflix has granted it a limited seven-day waiver under its merger agreement, allowing discussions with Paramount through February 23.</li></ul><p>Paramount Skydance (<a href="https://stocktwits.com/symbol/PSKY">PSKY</a>) on Tuesday urged Warner Bros. Discovery’s (<a href="https://stocktwits.com/symbol/WBD">WBD</a>) shareholders to vote in favor of&nbsp;its offer by tendering their shares after&nbsp;Netflix (<a href="https://stocktwits.com/symbol/NFLX">NFLX</a>) allowed WBD to reopen talks with Paramount.&nbsp;</p><p>Paramount said it acknowledges the announcement from Warner Bros. Discovery by acting with Netflix, to provide Paramount a 7-day "waiver" for negotiation for its offer.</p><p>Paramount said that WBD Board's actions are unusual, however it is prepared to engage in good faith and constructive discussions and will continue to advance its tender offer, maintain its solicitation in opposition to the inferior Netflix merger, and proceed with the intention to nominate a slate of directors at the upcoming WBD annual meeting.</p><h2 class="st-heading-2">WBD’s Criticism By Paramount</h2><p>Paramount has criticized Warner Bros by saying that the company has chosen to avoid making the customary determination under the Netflix merger agreement that Paramount's superior $30 per share all-cash offer "could reasonably be expected to result in" a superior proposal, which would have given Paramount an unfettered right to negotiate without a time deadline.&nbsp;</p><p>It said that WBD’s Board has elected to proceed with convening its special shareholder meeting on March 20 to seek approval of the Netflix merger and has commenced mailing its proxy materials, which state that the range of merger consideration offered to WBD shareholders will be a minimum of $21.23 to a maximum of $27.75, lower than Paramount’s offer of $30 per share.&nbsp;</p><h2 class="st-heading-2">WBD’s Reopens Paramount Talks</h2><p>Warner Bros. Discovery (WBD) earlier in the day said that it has opened a brief window to engage with Paramount Skydance (PSKY) even as it scheduled a March 20 shareholder vote on its proposed merger with Netflix, Inc. (NFLX).</p><p>It said that Netflix has granted it a limited seven-day waiver under its merger agreement, allowing discussions with Paramount through February 23.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around PSKY trended in ‘bullish’ territory amid ‘high’ message volume.&nbsp;</p><p>Shares in the company have fallen 4.5% over the past year.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/ondas-holdings-stock-is-rallying-again-today-know-why/cZRWuSrR4HR">Ondas Holdings’ Stock Is Rallying Again Today – What’s The Reason Behind It</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

A phone screen shows Netflix, Warner Bros and Paramount streaming apps. 

Paramount Urges WBD Shareholders To Vote For Its Offer – Why Does It Deem Board’s Actions As ‘Unusual’?

Paramount said that WBD’s Board has chosen to avoid making the customary determination under the Netflix merger agreement that Paramount's superior $30 per share all-cash offer "could reasonably be expected to result in" a superior proposal. 

Equity

Paramount said that WBD’s Board has chosen to avoid making the customary determination under the Netflix merger agreement that Paramount's superior $30 per share all-cash offer "could reasonably be expected to result in" a superior proposal. 


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In the latest chapter of the bidding war for Warner Brothers Discovery's film and media assets, Paramount Skydance will have 7 days to submit an offer to rival Netflix's. CNBC's David Faber breaks...

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Netflix Grants Warner Bros. One Week Waiver To Reopen Paramount Skydance Deal Talks

Netflix Grants Warner Bros. One Week Waiver To Reopen Paramount Skydance Deal Talks Warner Bros. Discovery said in a press release that it will temporarily reopen talks with Paramount Skydance after...

Netflix grants Warner Bros. Discovery 7-day waiver to reopen deal talks with Paramount Skydance

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Warner Bros. Discovery gives Paramount one week to present its 'best and final' offer

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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

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Netflix Inc

Traders are intensely speculating that Netflix's stock could soar if it walks away from the Warner Bros. Discovery acquisition, opting instead for a multi-billion dollar breakup fee and share buybacks.

Messaging highlights extreme volatility and sharp drops in share price, with traders divided between calling a bottom and speculating on further declines to the $60-$70 range.

Discussions center on the disruptive potential of AI in content creation, with some users suggesting it could render traditional studio assets worthless by enabling ultra-cheap, instant film production.

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