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Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is trending after its recent earnings report revealed substantial growth in segments like options and interest income, but faced headwinds from a notable contraction in cryptocurrency trading. This has sparked a lively debate within the community, with many expressing concern about the platform's volatility and connection to crypto markets, while others highlight its ongoing diversification efforts and "SuperApp" vision as strong long-term drivers.

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 significant sell-off after providing light Q1 guidance and facing intense market speculation about Google's "Project Genie" potentially disrupting traditional game development. While many in the community decry the AI fears as overblown and market manipulation, others are concerned about the broader implications for software companies.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

SPY is actively discussed following stronger-than-anticipated jobs data, which has divided the community between those questioning the veracity of the numbers and others expecting continued market upside, despite the potential implications for future interest rate adjustments.

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 surging following an impressive earnings report that showcased robust revenue growth, strong free cash flow generation, and a substantial share repurchase authorization. The community is actively discussing these results as a significant validation of the company's long-term strategy and its pivotal role in the AI-driven e-commerce sector.

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 trending as its merger with quantum technology leader Infleqtion nears completion, with the SEC declaring its S-4 effective and a shareholder vote imminent, highlighted by recent news of major contracts with NASA for a quantum gravity sensor and the DOE for energy grid optimization. The community is highly bullish, largely viewing Infleqtion as significantly undervalued compared to its quantum peers due to its advanced neutral-atom technology, existing revenue, and robust government and industry partnerships, anticipating a substantial post-merger rally when it begins trading as INFQ on the NYSE.

Vertiv Holdings Co. engages in the design, manufacture, and service of critical digital infrastructure technology for data centers, communication networks, and commercial and industrial environments. It also offers power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa (EMEA). The Americas segment offers products and services sold for applications within the data center, communication networks, and commercial and industrial markets in North America and Latin America. The Asia Pacific segment includes products and services sold for applications within the data center, communication networks, and commercial or industrial markets throughout Greater China, Australia and New Zealand, Southeast Asia, and India. The EMEA segment focuses on products and services sold for applications within the data center, communication networks, and commercial and industrial markets in Europe, Middle East, and Africa. The company was founded in 1946 and is headquartered in Columbus, OH.

Vertiv Holdings Co - Ordinary Shares - Class A

Vertiv Holdings Co

Vertiv Holdings is trending on strong FY26 guidance and a massive backlog from its recent Q4 earnings report, solidifying its critical position in the booming AI data center infrastructure market. The community is actively discussing VRT as an essential 'picks and shovels' play, benefiting from the relentless demand for power and cooling solutions for AI's ongoing expansion.

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 experiencing a sharp sell-off, with T-Mobile's new AI translation service fueling broader concerns about AI's impact on language learning platforms. While many in the community debate if the stock is now deeply oversold given its strong fundamentals, others fear its business model faces increasing obsolescence.

Upstart Holdings, Inc. engages in the provision of a cloud-based artificial intelligence lending platform. It operates through the following segments: Personal Lending, Auto Lending, and Other. The Personal Lending segment focuses on unsecured personal loans and small dollar loans. The Auto Lending segment is involved in auto refinance and auto retail loans. The Other segment refers to HELOCs and other. The company was founded by David Joseph Girouard, Anna Mongayt Counselman, and Paul Gu in December 2013 and is headquartered in San Mateo, CA.

Upstart Holdings Inc

Upstart is actively discussed after reporting robust earnings with strong growth and bullish guidance, yet the stock's muted reaction has the community debating market manipulation versus its inherent credit-cycle vulnerability amidst broader economic uncertainties.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is trending after securing a significant production order for its Sonoma systems from a lead hyperscale customer to burn-in next-generation AI ASIC processors, fueling community speculation about a major AI ramp-up with large tech players like Google and Microsoft, and highlighting the critical need for advanced testing in increasingly complex AI chip production.

Humana Inc. engages in the provision of health insurance services. It operates through the Insurance and CenterWell segments. The Insurance segment consists of Medicare benefits, marketed to individuals or directly via group Medicare accounts, as well as contract with CMS to administer the Limited Income Newly Eligible Transition, or LI-NET, prescription drug plan program and contracts with various states to provide Medicaid, dual eligible demonstration, and Long-Term Support Services benefits, which refer to as state-based contracts. The CenterWell segment represents payor-agnostic healthcare services offerings, including pharmacy dispensing services, provider services, and home services. The company was founded by David A. Jones, Sr., and Wendell Cherry on August 18, 1961 and is headquartered in Louisville, KY.

Humana Inc.

Humana Inc

Humana is trending after the Trump administration proposed nearly flat Medicare Advantage payment rates for 2027, leading to a significant sector-wide sell-off and compounding concerns from its recent Q4 net loss and lower guidance. The community is split, with many bearish on profitability while others view the dramatic drop as an oversold buying opportunity, anticipating potential political shifts or a more favorable final rate announcement.

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Should Invesco S&P MidCap Momentum ETF (XMMO) Be on Your Investing Radar?

Court Ruling Lifts Markets: High Beta, Momentum ETFs in Focus

Kyndryl Holdings (KD) shares plunged as much as 12% on Thursday after short-seller Gotham City Research accused the IT services provider of accounting manipulation, claiming the stock is significantly overvalued and could drop by as much as 67% or even to zero.In a <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.gothamcityresearch.com/post/kyndryl-like-the-old-ibm-except-with-an-undisclosed-cost-problem-part-i">report</a> titled ‘Like the old IBM, except with an Undisclosed Cost Problem: Part I,’ Gotham alleged that Kyndryl has misrepresented its financial health by inflating adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) and adjusted free cash flow to create “the illusion of profitability.”Kyndryl, which spun off from IBM in 2021, has benefited from special pricing arrangements with its former parent, according to Gotham.&nbsp;The short-seller highlighted that Kyndryl’s payments to IBM for services totaled around $4 billion in&nbsp;the fiscal&nbsp;year 2021, roughly 25% of its total cost of services. By fiscal&nbsp;year 2023, those payments had declined 60% to $1.4 billion.Gotham argues that&nbsp;cost reductions, rather than operational improvements, are behind Kyndryl’s post-spinoff margin expansion.&nbsp;IBM’s stock&nbsp;traded in the red on Thursday morning, edging lower by 0.5%.The report further warned that these favorable terms are set to expire, predicting a sharp increase in IBM service costs in 2025 and 2026 that could weigh on earnings.CEO Martin Schroeter has downplayed cost pressures in the past, but Gotham estimates Kyndryl faces an additional $1 billion to $2 billion in expenses over the coming years.Another red flag, according to the report, is Kyndryl’s decision to stop disclosing IBM-related costs after fiscal 2023. Gotham suggests this omission may indicate the company is bracing for significantly higher expenses that could challenge its growth narrative.Gotham’s report also raised broader concerns about Kyndryl’s financial reporting. It identified discrepancies in the company’s reported payments to IBM between 2019 and 2023 and flagged a suspiciously stable $1.38 billion in related-party service costs across multiple reporting periods.The company also pointed to Kyndryl’s capitalized costs, which it says are 13.6 times higher than those of industry peers. Adjusted EBITDA, Gotham estimates, would be 61% to 72% lower if Kyndryl applied industry-standard accounting practices.Additionally, the report questioned Kyndryl’s reported cash flows, highlighting an unusually low days sales outstanding (DSO) of 34 days, which is well below the peer average of 80 days, according to the company.Gotham suggested that Kyndryl may be relying on receivables factoring to inflate its cash position artificially.The short-seller also cast doubt on Kyndryl’s “Total Signings” metric, which has increased from $13.5 billion in&nbsp;the fiscal&nbsp;year 2021 to $16.3 billion in 2024, despite declining total revenue.A recently disclosed Critical Audit Matter in Kyndryl’s 2024 10-K added to concerns, with the company’s auditor stating it did not maintain “effective internal control over financial reporting” as of March 31, 2024.Gotham also noted that 50% of Kyndryl’s management compensation is tied to “Adjusted Operating Cash Flow,” a metric the company has not disclosed since 2021.It flagged that insider selling has also increased&nbsp;recently, further fueling concerns.Gotham concluded that Kyndryl’s stock remains “uninvestable” due to these concerns.<figure class="image"><img style="aspect-ratio:1294/302;" src="https://news.stocktwits-cdn.com/Screenshot_2025_03_27_093222_png_d52e5d9a2b.webp" alt="Screenshot 2025-03-27 093222.png" width="1294" height="302"><figcaption>Kyndryl retail sentiment and message volume on March 27 as of 9:35 a.m. ET | Source: Stocktwits</figcaption></figure>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/KD">Kyndryl’s stock</a>&nbsp;jumped to ‘extremely bullish’ territory.Some investors dismissed the accusations, with one user stating they plan to hold onto their shares.<stembedurl>https://stocktwits.com/tothattila/message/609420502</stembedurl>Another expects a slow recovery through to May, followed by a jump when earnings happen.<stembedurl>https://stocktwits.com/tothattila/message/609431999</stembedurl>The allegations overshadowed Kyndryl’s announcement of an expanded partnership with Google Cloud.&nbsp;The collaboration includes a new Mainframe Modernization with Gen AI Accelerator Program, leveraging Google’s Gemini models to enhance mainframe integration, COBOL-to-Java conversion, and AI training using on-premise data.Kyndryl’s stock has fallen 14% in 2025 but remains up nearly 40% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amd-slides-pre-market-after-jefferies-downgrades-stock-citing-nvidia-dominance-intel-competition-retail-sentiment-sours/chJ22OkRbEd">AMD Slides Pre-Market After Jefferies Downgrades Stock Citing Nvidia Dominance, Intel Competition – Retail Sentiment Sours</a>

Information technology infrastructure provider Kyndryl (USA) booth at Tokyo Rainbow Parade 2023. (Photo by Stanislav Kogiku/SOPA Images/LightRocket via Getty Images)

Kyndryl Stock Sinks After Short-Seller Alleges IBM Deal Masked Billions In Hidden Costs – But Retail Traders Aren’t Buying It

Short-seller Gotham City Research calls Kyndryl ‘uninvestable,’ raising concerns over its financial reporting, cash flows, and insider selling.

Equity

ESAB Corp (ESAB) stock fell about 2.7% over the past week, but Evercore ISI upgraded the stock to ‘In Line’ from ‘Underperform.’According to The Fly, Evercore analyst David Raso set a price target of $120, compared to the earlier price target of $122. The new price target was roughly the same as the stock’s last closing price.The company had forecast 2025 core adjusted earnings between $5.10 and $5.25 per share, compared with Wall Street’s estimate of $5.38 per share last week.Evercore said that while it has trimmed the price, its analysis "suggests enough cushion is baked into ESAB's guide."The analyst said that recent stock weakness, along with ‘a few elements that could break its way to render the guide particularly conservative.’ESAB had forecast total core sales growth to be between flat and a negative 2% in 2025.The company’s fourth-quarter sales had fallen 3% to $671 million.The company, whose products are used in welding and gas control, had said its total sales in the Americas segment had declined 8%, hurt by the strengthening of the U.S. dollar compared to other currencies in the region.The company expects foreign currency-related challenges to dent its sales in 2025 as well.According to FinChat data, ESAB's forward price-to-earnings (PE) ratio is 24.1.The PE ratio gauges a company's profitability. &nbsp;Retail sentiment on Stocktwits remained in the ‘bullish’ (58/100) territory, while retail chatter was ‘normal.’<figure class="image"><img style="aspect-ratio:801/179;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/ESAB_Feb_24_6dd3a5fda8.JPG" alt="ESAB’s Sentiment Meter and Message Volume as of 01:17 a.m. ET on Feb. 24, 2025 | Source: Stocktwits" width="801" height="179"><figcaption>ESAB’s Sentiment Meter and Message Volume as of 01:17 a.m. ET on Feb. 24, 2025 | Source: Stocktwits</figcaption></figure>Over the past year, <a href="https://stocktwits.com/symbol/ESAB">ESAB stock </a>has gained 29.8%.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/diamondback-energy-q4-earnings-preview-lower-oil-prices-to-dent-bottom-line-retail-remains-extremely-bullish/chdPZaYRxb">Diamondback Energy Q4 Earnings Preview: Lower Oil Prices To Dent Bottom Line, Retail Remains Extremely Bullish</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the ESAB company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

ESAB Stock Receives Evercore Upgrade After Recent Selloff, Retail Stays Bullish 

According to The Fly, Evercore analyst David Raso set a price target of $120, compared to the earlier price target of $122.

Light &amp; Wonder Inc. (LNW) stock rose 4.06% in after-hours trading on Tuesday as the company agreed to acquire the charitable gaming assets of Grover Gaming Inc. and G2 Gaming Inc. for $850 million in cash, but retail sentiment slipped.Under the agreement, Light &amp; Wonder will pay a four-year revenue-based earn-out of up to $200 million cash. The purchase price amounts to a 7.7x multiple based on Grover’s 2024 adjusted earnings before interest, taxes, depreciation, and amortization.Grover Charitable Gaming, which has “long-standing” relationships with charitable customers in the states where it operates, reported revenue of $135 million and adjusted EBITDA of $111 million for the year ended December 31, 2024.The transaction is expected to close during the second quarter of 2025. Light &amp; Wonder plans to fund the acquisition with existing cash and incremental debt financing.“Grover Gaming is a leading player in charitable gaming, a category that has experienced significant growth in recent years,” said Matt Wilson, President and CEO of Light &amp; Wonder. “This transaction complements our position as the leading cross-platform global games company by adding another compelling regulated adjacency to our profile.”The deal also complements Light &amp; Wonder’s cross-platform strategy in addition to being highly accretive to “value and earnings with high-single digit” adjusted net operating profit after tax per share accretion in the first full calendar year after the acquisition, &nbsp;the company said. Sentiment on Stocktwits was ‘bearish’ from ‘ bullish’ a day ago. Message volume was in the ‘low’ zone.<figure class="image"><img style="aspect-ratio:1304/320;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2025_02_19_at_12_45_17_PM_11527e6273.png" alt="Screenshot 2025-02-19 at 12.45.17 PM.png" width="1304" height="320"><figcaption>LNW sentiment meter and message volume on Feb 19 as of 2:30 am ET</figcaption></figure>Light &amp; Wonder, a cross-platform global games company, has over 6,000 members.For its next quarterly earnings, the company is expected to post earnings per share of $0.89 on estimated revenue of $799.17 million, according to Stocktwits data.<a href="https://stocktwits.com/symbol/LNW">Light &amp; Wonder stock</a> is up 17% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Representative image. Source: Getty Images

Light & Wonder Stock Jumps After Snapping Up Grover Gaming’s Charitable Assets: Retail Sentiment Lags

The transaction is expected to close during the second quarter of 2025.

Shares of nutrition products company, BellRing Brands Inc., were up 2.89% in after-hours trading on Monday following the company’s better-than-expected first-quarter earnings, with retail sentiment staying strong.BellRing posted $0.58 in earnings per share, beating Wall Street estimates of $0.48. Its revenue stood at $532.9 million, beating estimates of $524.74 million. Its net sales increased by 23.8% compared to the prior year period, driven by a 20.8% increase in volume and a 3% increase in price/mix.For fiscal year 2025, BellRing raised its guidance range for net sales to $2.26 - $2.34 billion and adjusted earnings before interest, taxes, depreciation and amortization (Ebitda) &nbsp;to range between $470-$500 million, translating into net sales and adjusted EBITDA growth of 13%-17% and 7%-14%, respectively, over the fiscal year 2024.BellRing expects fiscal year 2025 capital expenditures of about $7 million.Sentiment on Stocktwits has been ‘extremely bullish’ compared to a week ago. Message volumes climbed to the ‘extremely high’ category.<figure class="image"><img style="aspect-ratio:1294/302;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2025_02_04_at_10_14_33_AM_5d75dd39b9.png" alt="Screenshot 2025-02-04 at 10.14.33 AM.png" width="1294" height="302"><figcaption>BRBR sentiment meter and message volumes on Feb 3</figcaption></figure>“We are pleased with our first quarter performance. Premier Protein consumption accelerated, lifted by distribution gains, strong velocities and incremental promotional activity. The brand achieved new all-time highs for household penetration and total distribution points,” Darcy H. Davenport, president and CEO of BellRing said.“We saw strong margins aided by the timing of marketing spend and non-recurring cost favorability. Our momentum remains high, with the convenient nutrition category continuing to drive robust growth. Our strong start to 2025 gives us greater confidence in the full year and drove our decision to raise our outlook.”During the first quarter, BellRing also repurchased 0.1 million shares for $11 million at an average price of $77.12 per share. As of January 31, 2025, BellRing had $124.1 million remaining under its share repurchase authorization.BellRing’s brands include Premier Protein, a ready-to-drink protein and convenient nutrition brand, and Dymatize, which is a hydrolyzed protein powder supplement.For updates and corrections, email newsroom[at]stocktwits[dot]com

BellRing Brands Stock Up On Q1 Earnings Beat: Retail's Extremely Bullish

BellRing posted $0.58 in earnings per share, beating Wall Street estimates of $0.48. 

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