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Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software is experiencing a sharp sell-off driven by Q1 revenue guidance falling below estimates, which has amplified existing market concerns about AI's impact on software and its future growth, despite the company reporting a Q4 earnings beat. The community is actively discussing whether this is an overreaction and a buying opportunity, or a sign of deeper fundamental challenges.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is experiencing extreme volatility after reporting strong Q4 earnings, optimistic guidance, and a new share buyback program, with community discussion centered on a dramatic market reversal despite the positive news. Many are debating whether the sharp drop is due to broader tech sector sell-offs and algorithmic trading or presents a significant "buy the dip" opportunity.

Astera Labs, Inc. is a global semiconductor company, which engages in the provision of hardware and software solutions for AI and cloud infrastructure applications to solve data, memory, and networking bottlenecks. It operates through the following geographical segments: Taiwan, China, United States, and Other. The company was founded by Jitendra Mohan, Casey Morrison, and Sanjay Gajendra in October 2017 and headquartered in San Jose, CA.

Astera Labs Inc.

Astera Labs Inc

ALAB is trending as it navigates a sharp post-earnings sell-off, despite reporting strong revenue growth and EPS beats, alongside a significant warrant agreement with Amazon. The community is actively debating whether this represents an overvalued correction or a prime buying opportunity for a key player in AI infrastructure connectivity.

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 amidst a new lawsuit from the Texas Attorney General regarding addictive features, driving its stock near all-time lows and sparking heated community discussion over perceived management failures and insider selling versus its underlying user base and potential as a buyout target.

Lyft, Inc. engages in the provision and management of an online social rideshare community platform. It offers access to a network of shared bikes and scooters for shorter rides and first mile and last-mile legs of multimodal trips, information about nearby public transit routes, and Lyft Rentals to offer riders a view of transportation options when planning any trip. The company was founded by Marcus Cohn, John Zimmer, Rajat Suri, Matt van Horn, and Logan Green in 2007 and is headquartered in San Francisco, CA.

Lyft Inc - Ordinary Shares Cls A

Lyft Inc

Lyft is trending due to a mixed Q4 earnings report revealing strong profits and a substantial share buyback, yet disappointing active rider growth and cautious Q1 guidance, which triggered a significant stock decline. The community is actively debating whether this represents an overblown sell-off and buying opportunity or reflects deeper concerns about competition and the long-term impact of autonomous vehicles.

HubSpot, Inc. engages in cloud-based customer relationship management. Its platform includes marketing, sales, service, operations and content management system, as well as other tools, integrations and native payment solutions. It operates through the following geographical segments: Americas, Europe and Asia Pacific. The company was founded by Brian Patrick Halligan and Dharmesh Shah on April 4, 2005, and is headquartered in Cambridge, MA.

HubSpot Inc

HubSpot is trending following its recent earnings report, which delivered beats on revenue and EPS along with raised guidance, yet paradoxically triggered a sharp sell-off. The community is divided, with many attributing the unexpected drop to broader "AI eats SaaS" fears impacting the software sector, while others view it as an overdone market reaction and a prime buying opportunity.

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.

Churchill Capital Corp X - Ordinary Shares - Class A

Churchill Capital Corp X 

Churchill Capital Corp X (CCCX) is drawing significant attention ahead of its merger with Infleqtion, a quantum technology leader, driven by its groundbreaking work and recent contracts with NASA for a space mission and the U.S. Department of Energy for energy grid optimization. Community sentiment views Infleqtion as a severely undervalued leader in the quantum sector, with many anticipating significant upside once it trades as 'INFQ' on the NYSE.

Mattel, Inc. engages in the ownership of children's and family entertainment franchises. It operates through the following segments: North America, International, and American Girl. The North America and International segments focus on marketing and selling toys and consumer products. The American Girl segment includes marketing, retailing, and publishing dedicated to its mission to help girls grow up with confidence and character. The company was founded by Elliot Handler, Ruth Handler, and Harold Matson in 1945 and is headquartered in El Segundo, CA.

Mattel, Inc.

Mattel is trending with a sharp stock decline after its latest earnings widely missed expectations, reporting weaker sales and a soft outlook for the future, notably for Barbie products. The community is divided, with some citing the significant share repurchase program as a buying opportunity for an "overdone sell-off," while others remain bearish on the toy maker's immediate prospects.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingo is trending as a new AI translation service from T-Mobile fuels fears about its obsolescence, prompting a polarized community discussion where some investors see strong underlying user and revenue growth as a buying opportunity, while others view language learning apps as vulnerable to AI disruption.

MNTN, Inc. engages in bringing performance marketing to television, ushering in a new generation of advertisers to Connected TV (CTV). The software company’s self-serve advertising platform and AI-driven precision targeting enable brands of all sizes to achieve measurable results. The company was founded by Mark Douglas in 2009 and is headquartered in Austin, TX.

MNTN Inc. - Ordinary Shares - Class A

MNTN, Inc.

MNTN is trending following a strong earnings report that showcased significant revenue growth and profitability in its Performance TV segment, leading to numerous analyst upgrades. While many in the community view the stock as undervalued and poised for further upside, others express concern over recent price declines and ongoing patent infringement lawsuits.

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Wayfair is selling a $789 vintage-style mid-century modern sofa for $210

TheStreet aims to feature only the best products and services. If you buy something via one of our links, we may earn a commission.Why we love this dealLiving room furniture is one of the most vital...

Walmart's bestselling farmhouse pantry is on sale for $120, but not for long

TheStreet aims to feature only the best products and services. If you buy something via one of our links, we may earn a commission.Why we love this dealFarmhouse chic is the biggest thing in home...

Wayfair's President's Day Sale starts early with doorbusters up to 70% off

TheStreet aims to feature only the best products and services. If you buy something via one of our links, we may earn a commission.Why we love these dealsEveryone celebrates President's Day in their...

Affirm and Wayfair expand partnership to the UK and Canada

Affirm (NASDAQ: AFRM) today announced the expansion of its partnership with Wayfair (NYSE: W), bringing its honest financial products to shoppers in the UK and Canada. Whether shopping for a new...

PC Connection (CNXN) Q4 Earnings Surpass Estimates

PC Connection (CNXN) delivered earnings and revenue surprises of +5.81% and -4.43%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?

Wayfair is selling a 'gorgeous' mid-century modern couch for just $276

TheStreet aims to feature only the best products and services. If you buy something via one of our links, we may earn a commission.Why we love this dealIf your living room could use a trendy vintage...

<ul class="summary-bullets"><li>GameStop shares jumped by over 8% on Monday.</li><li>Burry recently disclosed a long position in GME and has outlined potential targets.</li><li>Stocktwits users discussed Burry’s picks, while speculating their own.</li></ul>GameStop Corp is in the news again after its CEO, Ryan Cohen, said last week that the video games retailer is&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/all-eyes-on-gme-stock-ceo-ryan-cohen-is-hunting-for-big-acquisition/cmyS4njR41n">eyeing</a> a “big” acquisition in the public-listed retail universe. Since then, several names have been floating as potential targets, with the GME stock jumping higher on the plan.Cohen is likely trying to deploy GameStop's growing cash pile (nearly $9 billion, as of the last quarter), pivot the business as it lessens its physical footprint, and&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/gamestop-stock-trends-again-after-brutal-2025/cmxMQh2R4b7">revive the company’s shares</a>.“The Big Short” investor Michael Burry, who recently disclosed a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/gme-shares-surge-after-michael-burry-goes-long-on-stock/cmy76l1R4hK">long position</a>, on Monday speculated about several potential targets that GameStop should be evaluating, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://seekingalpha.com/news/4545763-these-are-the-companies-that-michael-burry-thinks-gamestop-should-try-to-acquire">report</a> in Seeking Alpha.<h2 class="st-heading-2">Burry’s Top Picks For GameStop</h2>Burry’s top picks are smart home and security company ADT, Inc., and online furniture and home goods seller Wayfair, Inc. Stocktwits sentiment for both jumped a zone higher to ‘extremely bullish’ and ‘bullish,’ respectively, after the investor’s signal.Burry said GameStop is likely to go for a leveraged buyout (an acquisition funded primarily with borrowed money) in a strategy he called "Instant Berkshire," with the aim to create a portfolio of companies with high growth potential.He listed Assured Guaranty, Penske Automotive Group, Mattel, Sprouts Farmers Market, and SiriusXM. He also mentioned casino and resort operators Wynn Resorts and MGM Resorts as potentially interesting alternatives to Wayfair.<h2 class="st-heading-2">Retail Speculates on eBay, Others</h2>Speculation also picked up on Stocktwits. A user said eBay would probably make the most sense for GameStop. GameStop doesn’t have a direct business relationship with eBay. However, eBay has expanded into collectibles, including trading cards, which aligns with GameStop’s recent expansion into movie- and TV-related merchandise and trading cards.<stembedurl>https://stocktwits.com/MissionControl/message/643760844</stembedurl>A user outlined Corsair Gaming and Peloton as potential targets, besides Burry’s pick, Wayfair, while discussing the advantages for each of those names.<stembedurl>https://stocktwits.com/Swiss212/message/643542283</stembedurl>Some even joked that it&nbsp;<a href="https://stocktwits.com/Balancedbearizback/message/643735015">could be Target</a> or even SpaceX.&nbsp;&nbsp;<stembedurl>https://stocktwits.com/AvocadoKitty/message/643733704</stembedurl><a href="https://stocktwits.com/symbol/GME">GameStop shares</a> gained 8.3% on Monday, its sharpest jump in eight months. On Stocktwits, the retail sentiment remained ‘bullish,’ unchanged from the previous day, while 24-hour message volume surged by 540%.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_03_at_1_49_13_PM_png_4d8931131b.webp" alt="Screenshot 2026-02-03 at 1.49.13 PM.png" width="596" height="80"><figcaption>GME sentiment and message volume as of February 3 | Source: Stocktwits</figcaption></figure>Monday’s rally pushed GameStop shares up 29% for the year so far. The stock fell 36% last year, a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/game-stop-s-meme-magic-fades-in-a-year-without-roaring-kitty-but-retail-traders-feel-there-s-a-plot-twist-around-the-corner/cLI7OCPREif">rough stretch</a> that saw names such as Opendoor Technologies and Kohl’s emerge as part of a new crop of meme stocks.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/opendoor-bull-eric-jackson-turns-attention-to-palantir/cZbimd7R4lX">Opendoor Bull Eric Jackson Turns Attention To Palantir, After Blowout Earnings</a>

The GameStop logo is being displayed on a smartphone with GameStop visible in the background. (Photo by Jonathan Raa/NurPhoto via Getty Images)

Which Is GameStop’s ‘Big’ Buy? Michael Burry Lists His Targets While Retail Bets On eBay And Peloton

GameStop CEO Ryan Cohen last week signaled that the company is considering an acquisition of a publicly listed retailer.

Equity

GameStop CEO Ryan Cohen last week signaled that the company is considering an acquisition of a publicly listed retailer.


Y Intercept Hong Kong Ltd Has $1.42 Million Stock Holdings in Wayfair Inc. $W

Y Intercept Hong Kong Ltd trimmed its holdings in shares of Wayfair Inc. (NYSE:W - Free Report) by 46.4% during the 3rd quarter, according to its most recent disclosure with the Securities and...

Great Lakes Advisors LLC Acquires Shares of 44,177 Wayfair Inc. $W

Great Lakes Advisors LLC acquired a new position in shares of Wayfair Inc. (NYSE:W - Free Report) during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund acquired...

Wayfair is selling a $1,991 2-piece farmhouse couch set for just $840

TheStreet aims to feature only the best products and services. If you buy something via one of our links, we may earn a commission.Why we love this dealFarmhouse chic is all the rage right now, and...

Wayfair, Inc. engages in an online home furnishing store. It operates through the U.S. and International segments. The U.S. segment consists of amounts earned through product sales through the company's five distinct sites in the U.S. and through websites operated by third parties in the U.S. The International segment is composed of earnings through product sales in international sites. The company was founded by Steven K. Conine and Niraj S. Shah in May 2002 and is headquartered in Boston, MA.

Wayfair Inc - Ordinary Shares - Class A

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