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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta is trending due to reports of a settlement in the teen-harm lawsuit, which removes a massive legal overhang and has triggered a relief rally. Retail sentiment is mixed, with bulls citing the removal of uncertainty and bears warning of ongoing legal risks.

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

NVDA is trending as traders brace for its quarterly earnings, with the community debating whether a strong report can offset concerns about AI spending sustainability and rising competition from custom silicon like OpenAI's new chip.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

INTU is plunging ~10% premarket after its Q4 beat was overshadowed by a weak FY27 revenue guidance and CEO admitting TurboTax lost customers to cheaper rivals due to pricing pressure. Wall Street is splitBofA and JPMorgan downgraded on AI disruption risks, while Stifel raised its targetbut retail sentiment on Stocktwits flipped to extremely bullish, with many calling this a dip-buy after a 44% YTD slide. The broader software sector is also feeling the pain as fears mount that AI could upend traditional tax-prep economics.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. (CRML) is surging as retail traders pile into rare-earth stocks following the U.S. government's $1.55 billion funding package aimed at building domestic supply chains and reducing reliance on China. The move has ignited a sector-wide rally, with CRML leading the charge alongside peers like USA Rare Earth and MP Materials.

The Stocktwits community is buzzing with intense speculation about a potential short squeeze, with several traders pointing to rising borrow rates and dwindling available shares. Many are also focused on the company's plan to cancel 45 million shares as part of its European Lithium acquisitiona move bulls see as a major catalyst. The Tanbreez project in Greenland, which holds one of the largest undeveloped rare-earth deposits outside China, remains the core bullish thesis.

While sentiment is heavily tilted bullishwith message volume hitting extremely high levels there's also a vocal bearish camp questioning management credibility, project timelines, and the pilot plant's true value. The debate is fierce, but the energy is unmistakable: traders see this as a pivotal moment where government backing meets a tightly shorted stock, creating explosive potential.

Dick's Sporting Goods, Inc. engages in the retailing of an extensive assortment of authentic sports equipment, apparel, footwear, and accessories. It also offers its products both online and through mobile applications. The company was founded by Richard T. Stack in 1948 and is headquartered in Coraopolis, PA.

Dicks Sporting Goods, Inc.

**Why DKS is trending:**

- **Immediate catalyst:** DKS is reeling from a record single-day crash (over 30%) following a Q2 earnings miss and a sharply lowered FY26 outlook, which triggered a wave of Wall Street downgrades and price-target cuts.

- **Community chatter:** Retail sentiment is extremely volatile and heavily traded. Bulls are citing an "overreaction," deeply oversold RSI levels (15-19), the "3-day rule" for bottoms, and the company's $5 dividend as reasons to buy the dip. Bears argue the deteriorating footwear sector and the troubled Foot Locker acquisition justify further downside to $100 or lower.

- **Broader context:** DKS's issues have dragged down the entire athletic retail sector, notably impacting Nike (NKE). The market is questioning the strategic value of the massive Foot Locker acquisition, while analysts like Wells Fargo call the Q2 report "as bad as it gets" for the footwear category.

Summit Therapeutics, Inc. is a biopharmaceutical company, that focuses on the discovery, development, and commercialization of patient, physician, caregiver, and societal-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs. The firm conducts clinical programs focusing on Clostridioides Difficile Infection (CDI). Its lead product, Ridinilazole, is an orally administered small molecule antibiotic that is in Phase III clinical trials for the treatment of CDI. The company was founded in 2003 and is headquartered in Miami, FL.

Summit Therapeutics Inc

Summit Therapeutics is trending today following the announcement of a $500 million public offering, alongside fresh positive data from partner Akeso's HARMONi-6 trial in China. The offering is a double-edged sword for investors: it's dilutive (about 5% of the float) and comes after the CEO's recent $100M+ insider purchases, but it also provides the cash runway to reach the pivotal November 14 PDUFA date for ivonescimab. Community sentiment is sharply divided between bullish investors who see the raise as a necessary 'ticket to play' for a potential Keytruda-competitive drug, and bears who view it as a sign of weakness, following a STAT News report suggesting a worsening tumor-progression benefit. The main discussion revolves around whether the dilution and negative press are a buying opportunity ahead of the FDA decision, or a warning sign for a stock already down from its highs. Traders are also noting the unusual timing of the raise relative to the CEO's recent buying and the Goldman conference, fueling speculation about strategic positioning.

Semtech Corp. engages in the manufacture and supply of analog and mixed signal semiconductor products for high-end consumer, enterprise computing, communications, and industrial equipment. It operates through the following segments: Signal Integrity, Analog Mixed Signal and Wireless, and Internet of Things (IoT) Systems and Connectivity. The Signal Integrity segment includes designing, development, manufacturing, and marketing of a portfolio of optical and copper data communications and video transport products used in a wide variety of infrastructure and industrial applications. The Analog Mixed Signal and Wireless segment focus on designing, development, manufacturing, and marketing of transient voltage suppressors and specialized sensing products. The IoT Systems and Connectivity segment includes designing, development, operation, and marketing of a portfolio of IoT solutions that enable businesses to connect and manage devices, collect and analyze data, and improve decision-making. The company was founded in 1960 and is headquartered in Camarillo, CA.

Semtech Corp.

Semtech is surging after a massive earnings beat and raised guidance, with bulls highlighting accelerating data center demand from FiberEdge, CopperEdge, and LoRa strength while multiple analysts boosted price targets. The community is split between those frustrated by the muted post-earnings price action and those expecting a short squeeze or continuation higher.

Kohl's Corp. engages in the operation of family-oriented department stores. Its business line includes apparel, footwear, and accessories for women, men, and children, home products, beauty products, and accessories. The stores generally carry a consistent merchandise assortment with some differences attributable to regional preferences. The company was founded in 1962 and is headquartered in Menomonee Falls, WI.

Kohl`s Corp.

Kohl's Corp

Kohl's is trending after its quarterly earnings triggered a sharp pre-market selloff despite an EPS beat and raised guidance, fueling intense debate over the quality of the profit fueled by tariff refunds and cost cuts versus continued sales declines. Bulls point to the restarted buyback and low valuation as a gift, while bears call the top-line stagnation unsustainable and see a deteriorating retail story.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

XRP is trending as traders focus on the upcoming CLARITY Act Senate vote on Sept. 15, plus adoption catalysts like Japan's blockchain-based settlement system and Ripple's FedNow/Volante integration. Community sentiment is sharply split: bulls call the pullback a healthy consolidation and accumulation window, while bears label it a pump-and-dump and expect further downside after last week's sharp surge.

Zoom Communications, Inc. engages in the provision of a communications and collaboration platform. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa. The company was founded by Eric S. Yuan in 2011 and is headquartered in San Jose, CA.

Zoom Communications Inc. - Ordinary Shares - Class A

Zoom's Q2 beat estimates, but a lukewarm forward outlook triggered a selloff, sparking debate over its AI investments and competitive position. Community sentiment is split between bulls citing its Anthropic stake and bears questioning growth momentum.

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$AMZN  
Loeb’s Amazon thesis is really about what happens after scale is built. 
AWS throws off cash. Amazon reinvests it into infrastructure, custom chips, and automation. Those investments lower costs, which strengthens the next turn of the flywheel. 
Scale creates cash. Reinvestment turns that cash into a cost advantage. 
That’s the part of Amazon Loeb has kept coming back to.

Sir Jalen

StockTwits Web

Amazon.com Inc

  
Loeb’s Amazon thesis is really about what happens after scale is built. 
AWS throws off cash. Amazon reinvests it into infrastructure, custom chips, and automation. Those investments lower costs, which strengthens the next turn of the flywheel. 
Scale creates cash. Reinvestment turns that cash into a cost advantage. 
That’s the part of Amazon Loeb has kept coming back to.