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Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvana is trending after an earnings report delivered an EPS beat but missed on adjusted EBITDA and offered vague guidance, sparking intense community debate. Bears are pointing to alleged accounting fraud, non-cash earnings, and evasive management on "related party transactions" amidst SEC scrutiny, while some bulls view the significant stock drop as an overreaction.

Figma, Inc. is an AI-powered design platform that enables seamless collaboration across the entire product development lifecycle. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is seeing significant conversation after its latest earnings exceeded expectations, signaling accelerating growth and robust net dollar retention, leading many to believe AI is expanding, not diminishing, its market and driving short squeeze speculation for a strong rebound.

B2Gold Corp. is an exploration company, which engages in the acquisition and development of mineral properties. It operates through the following segments: Fekola Mine, Fekola Regional, Masbate Mine, Otjikoto Mine, Goose Project, Other Mineral Properties, and Corporate and Other. The Fekola Regional segment consists of Bantako North, Menankoto, Dandoko, and Bakolobi properties. The Other Mineral Properties segment focuses on the company interests in mineral properties which are at various stages of exploration and evaluation. The Corporate and Other segment includes the corporate operations. The company was founded by Mark Anthony Corra, Thomas A. Garagan, Clive Thomas Johnson, and Roger Thomas Richer on November 30, 2006 and is headquartered in Vancouver, Canada.

B2gold Corp

B2Gold is a major talking point as investors react to perceived weak guidance and delayed Fekola permit updates, leading to widespread frustration with management despite soaring gold prices that many argue make the stock significantly undervalued compared to its peers.

DoorDash, Inc. engages in the design, development, and operation of a food delivery and logistics platform. It serves consumers in the United States, Canada, and Australia. The company was founded by Andy Fang, Tony Xu, Stanley Tang, and Evan Moore on January 12, 2013 and is headquartered in San Francisco, CA.

DoorDash Inc - Ordinary Shares - Class A

DoorDash is trending due to a perplexing surge in its stock despite missing recent earnings and revenue estimates, sparking widespread debate among traders. The community is divided between those attributing the unexpected rally to a short squeeze or algo manipulation, and others highlighting strong future guidance as the surprising catalyst.

eBay, Inc. is a commerce company, whose platforms include an online marketplace and its localized counterparts, including off-platform businesses in South Korea, Japan, and Turkey, as well as eBay’s suite of mobile apps. It offers a platform for various product categories, including parts and accessories, collectibles, fashion, electronics, and home & garden. eBay generates revenue mainly through fees from sales, payment processing, and advertising. The company was founded by Pierre Morad Omidyar in September 1995 and is headquartered in San Jose, CA.

EBay Inc.

eBay Inc

eBay is trending following a strong earnings report that exceeded expectations and the strategic acquisition of Depop from Etsy, aiming to boost its consumer-to-consumer strategy and attract younger buyers. The community is actively discussing eBay's robust financial performance, increased shareholder returns, and how AI integrations and a focus on high-value categories are driving conversation about its future growth.

Booking Holdings, Inc. engages in the provision of online travel and related solutions. The firm offers services through the following brands: Booking.com, Priceline, Agoda, KAYAK, and OpenTable. It provides accommodation reservations including hotels, hostels, apartments, vacation rentals, and other properties. The company was founded by Jay Scott Walker on July 18, 1997, and is headquartered in Norwalk, CT.

Booking Holdings Inc

Booking Holdings is generating significant buzz due to a strong earnings beat, optimistic future guidance, and a dividend increase, coupled with a 25-for-1 stock split announcement that has the community actively debating accessibility versus historical post-split performance and AI competition risks.

Coeur Mining, Inc. engages in the well-diversified, growing precious metals producer with a focus on generating sustainable, high-quality cash flow and returns from a balanced, prospective asset base in mining-friendly jurisdictions along with commitment to exploration and expansions. It operates through the following segments: Palmarejo, Rochester, Kensington, Wharf and Silvertip. The Palmarejo segment includes a gold-silver complex. The Rochester segment operates an open pit heap leach silver-gold mine in northwestern Nevada. The Kensington segment relates to an underground gold mine located north of Juneau, Alaska. The Wharf segment focuses on an open pit heap leach gold mine located near Lead, South Dakota. The Silvertip segment silver-zinc-lead exploration located in the state of Sonora in northern Mexico. The company was founded in 1928 and is headquartered in Chicago, IL.

Coeur Mining Inc

Coeur Mining Inc. is trending after announcing strong Q4 earnings, revenue, and optimistic 2026 production guidance, which is further bolstered by the approved New Gold merger. The community is actively discussing the stock's perceived undervaluation and market manipulation, believing its price should reflect the robust financial outlook and surging precious metal prices.

Etsy, Inc. engages in the operation of an online marketplace. It offers handmade products such as shoes, clothing, bags, and accessories. It operates through the following segments: Etsy, Reverb, and Depop. The company was founded in 2005 and is headquartered in New York, NY.

Etsy Inc

Etsy is trending as it sold its Depop fashion resale marketplace to eBay for $1.2 billion, a move largely seen by the community as a positive cash infusion that allows Etsy to refocus on its core business, though some discussions highlight the original higher acquisition price of Depop.

Remitly Global, Inc. engages in the provision of digital financial services for immigrants and their families. The company was founded by Matthew B. Oppenheimer and Joshua Hug on October 3, 2018 and is headquartered in Seattle, WA.

Remitly Global Inc

Remitly Global is trending following a strong earnings report that exceeded revenue and EPS expectations, along with optimistic FY26 guidance and a new CEO announcement. The community is actively discussing the company's strategic focus on AI and stablecoins, viewing them as significant tailwinds for efficiency and long-term growth in the vast global remittance market.

Borr Drilling Ltd. engages in the provision of offshore drilling services to the oil and gas industry. It operates through Dayrate; and Integrated Well Services (IWS) segments. The Dayrate segment consists of rig charters and ancillary services. The IWS segment provides integrated well services through Opex and Akal. The company was founded by Tor Olav Trøim on August 8, 2016 and is headquartered in Hamilton, Bermuda.

Borr Drilling Ltd

Borr Drilling is seeing increased attention following new contract commitments for two jack-up rigs, extending firm contracts into 2026/2027 and pushing its fleet utilization to 23 out of 24 active units. The community is actively discussing this as a positive for future revenue visibility and market position, amidst a tightening offshore drilling market and geopolitical tailwinds.

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 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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Over the past decade,$CX   has done a lot of things right. The balance sheet is cleaner. Leverage is down. FCF generation is real. Margins are structurally better. The business today is far more resilient than the Cemex most investors remember from past cycles. 
 
This was operational discipline, asset sales, cost control, and a slow grind toward sanity. Credit where it’s due. 
 
But here’s the issue: the market already knows this. 
 
At current prices, a lot of that progress is priced in. You’re no longer buying a broken company fixing itself. You’re buying a cyclical materials business at a point where expectations are higher and the margin for error is thinner. 
 
I like the business. 
I respect the execution. 
I don’t like the entry point. 
 
For me, CX is a watchlist stock, not a buy stock at these levels. In cyclicals, valuation is the margin of safety. Right now, that cushion looks… modest. 
https://www.beatingthetide.com/p/why-i-respect-cemex-cx-more

Cemex runs a better business today, but the cement cycle still rules. A CX stock analysis on valuation, cyclicality, and why timing matters more than targets.

Beatingthetide

Weekly #69: Why I Respect Cemex More Than Ever and Still Won't Buy It Here

StockTwits Web

CEMEX, S.A.B. de C.V.

   has done a lot of things right. The balance sheet is cleaner. Leverage is down. FCF generation is real. Margins are structurally better. The business today is far more resilient than the Cemex most investors remember from past cycles. 
 
This was operational discipline, asset sales, cost control, and a slow grind toward sanity. Credit where it’s due. 
 
But here’s the issue: the market already knows this. 
 
At current prices, a lot of that progress is priced in. You’re no longer buying a broken company fixing itself. You’re buying a cyclical materials business at a point where expectations are higher and the margin for error is thinner. 
 
I like the business. 
I respect the execution. 
I don’t like the entry point. 
 
For me, CX is a watchlist stock, not a buy stock at these levels. In cyclicals, valuation is the margin of safety. Right now, that cushion looks… modest. 
