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Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

Advanced Micro Devices is trending after delivering strong fourth-quarter earnings and a better-than-expected first-quarter outlook, yet the stock is experiencing a notable sell-off, prompting community discussion around potential manipulation, profit-taking, or higher-than-anticipated AI growth expectations for the chipmaker. Many are actively debating whether this dip presents a buying opportunity, anticipating a rebound.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is trending after delivering a monster Q2 earnings beat on revenue and EPS, coupled with a significant raise in its full-year guidance to $40 billion, underscoring strong demand for its AI infrastructure. Community discussion is split between excitement over massive growth and concerns regarding continued gross margin compression despite the strong top-line performance.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is trending due to a steep sell-off following a revenue miss and cautious outlook, alongside an executive leadership change, igniting a community-wide debate on whether the payments giant is a deep value opportunity or a value trap amid fierce FinTech competition.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care, and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is seeing significant market activity due to a surprising weak sales forecast for 2026, stemming from anticipated pricing pressures, increasing competition from Eli Lilly, and patent expiries. This has sparked a lively debate among investors, with some viewing the drop as an overreaction and a chance to buy, while others see it as confirmation of upcoming challenges for the GLP-1 market leader despite strong demand for its treatments.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending amid a deep sell-off in the broader software sector, prompting intense debate as the community discusses whether the decline is an indiscriminate market reaction or exacerbated by ongoing insider stock sales. Despite significant price pressure, many investors view the current valuation as a compelling opportunity, citing UiPath's strong fundamentals and leading position in the burgeoning Agentic AI orchestration market.

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 amid clarifying statements from CEO Jensen Huang, who reaffirmed the company's planned investment in OpenAI and dismissed rumors of a rift or OpenAI seeking alternative chips. The community is actively discussing the implications of this partnership and intensifying competition from rivals, even as many remain bullish on NVIDIA's long-term AI market leadership.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

SNAP is trending amid sharp pre-earnings price declines, with community sentiment split between investors anticipating a rebound due to the platform's large user base and those frustrated by management's perceived missteps, ongoing profitability challenges, and growing global regulatory scrutiny over youth social media use.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is trending after reporting stronger-than-expected earnings and optimistic guidance, leading to broad community discussion that the solar sector may be bottoming out and anticipating a significant short squeeze.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle Mexican Grill is trending after its earnings report revealed a decline in comparable restaurant sales and projected flat sales growth for 2026, sparking community debate over management's conservative outlook. While many express concern over declining traffic and anticipate further downside, others are accumulating shares, highlighting sustained growth and new menu innovations as signs of potential recovery.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Bozeman, MT.

Snowflake Inc

Snowflake is trending due to a major partnership with OpenAI to embed advanced AI models into its data platform, alongside rumors of an acquisition to bolster its AI and observability tools. This comes amidst a broader software sector sell-off, leading to mixed community sentiment between those seeing a prime buying opportunity in an oversold stock and others remaining skeptical of its immediate recovery and AI narrative.

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<ul class="summary-bullets"><li>BMO Capital downgraded First Solar to ‘Market Perform’ from ‘Outperform’ and cut its price target to $263 from $285.</li><li>The firm believes Tesla’s efforts to build a vertically integrated solar manufacturing business are likely to take shape in the coming quarters.</li><li>Tesla’s potential expansion into solar modules could create a lasting overhang on First Solar shares and pressure investor sentiment, BMO stated.</li></ul>Shares of First Solar (FSLR) tanked more than 12% on Thursday after BMO Capital downgraded the stock and slashed its target price, citing a potential overhang due to Tesla’s expansion into solar module manufacturing.<a href="https://stocktwits.com/symbol/FSLR">FSLR shares</a> are down to their lowest level in more than three months.<h2 class="st-heading-2">Why Did BMO Downgrade The Stock?</h2>BMO Capital downgraded First Solar to ‘Market Perform’ from ‘Outperform’ and cut its price target to $263 from $285, according to The Fly. It still implies a 20% upside from current levels.The firm initially dismissed Elon Musk’s comments on Tesla building a vertically integrated solar manufacturing business as “aspirational,” but it now believes the effort is likely to take shape in the coming quarters.BMO Capital believes Tesla’s potential expansion into solar modules could create a lasting overhang on First Solar shares and pressure investor sentiment.Last week at the World Economic Forum (WEF) in Davos, Musk said Tesla and SpaceX are targeting 100 gigawatts of annual solar manufacturing within three years. Musk reiterated the target in a call with analysts following Tesla’s fourth-quarter (Q4) results on Wednesday.“We think the best way to add significant capability to the grid is, or energy to the grid, let’s say it’s powering AI data centers, is solar and batteries on Earth and solar in space. So that’s why we’re gonna work towards getting 100 gigawatts a year of solar cell production, integrating across the entire supply chain, from raw materials all the way to finished solar panels,” Musk said.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Despite the intra-day decline, retail sentiment on Stocktwits flipped to ‘bullish’ from ‘neutral’ a day earlier.<img src="https://news.stocktwits-cdn.com/FSLR_jpg_546d50baf0.webp" alt="FSLR.jpg">Retail chatter was mixed, with one user viewing the dip as a buying opportunity.<stembedurl>https://stocktwits.com/mywally/message/643280923</stembedurl>However, another user is expecting a further 25% downside.<stembedurl>https://stocktwits.com/Chartist0_0/message/643260844</stembedurl>The stock has gained more than 30% in the past year, though it has shed around 18% so far in 2026.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-lmt-stock-rising-today/cmyifUlR4Ko">LMT Stock Jumps 6% In Pre-Market – What’s Driving The Rally?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

In this photo illustration, a person holds a smartphone displaying the logo of First Solar Inc.

FSLR Stock Slumps 13% On BMO Downgrade – What Is The Tesla Angle?

BMO Capital downgraded First Solar and trimmed its target price for the stock, citing a potential overhang due to Tesla’s expansion into solar module manufacturing.

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