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SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is facing a sharp sell-off despite delivering strong quarterly earnings, as investors react to concerns over share dilution and a cooling tech platform segment. The community remains deeply divided, with many retail investors calling for a hold while criticizing institutional manipulation, while others are aggressively buying the dip as a long-term growth opportunity.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is seeing significant community enthusiasm driven by its deepening integration into physical AI and automotive safety sectors, specifically through high-profile partnerships with NVIDIA and major EV manufacturers. Traders are closely monitoring a key debt-related price threshold that could trigger a forced conversion of notes, fueling speculation about a potential breakout as the company shifts focus toward long-term growth and recurring revenue models.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is surging to all-time highs as investors position for a highly anticipated earnings report, with the community closely tracking the company's aggressive infrastructure spending and strategic expansion into AI-driven enterprise tools. Market sentiment remains bullish as traders digest the implications of multi-year deals with Anthropic and OpenAI, viewing the stock as a critical compounding asset within the broader AI and cloud compute landscape.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is experiencing a massive rally driven by momentum, foundry expansion narratives, and strategic partnerships, leading to intense debate between bullish investors betting on long-term re-ratings and bearish traders calling it an overextended bubble detached from fundamentals. Market participants are closely watching high call volume and sector-wide capital rotation into semis, with many community members highlighting the stock's transition into a high-volatility momentum play.

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 as market sentiment shifts following a high-profile industry conference, with investors closely watching for strategic updates from the CEO. The community is actively debating the company's valuation, potential consolidation of its business units, and the sustainability of ongoing share buybacks versus long-term growth prospects.

Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.

Opendoor Technologies Inc

Opendoor Technologies is trending due to heightened investor optimism surrounding a strategic pivot toward internal mortgage financing and a new partnership with Fannie Mae, which community members view as key catalysts for increasing transaction volume. Despite ongoing debates between long-term bulls and skeptical short-sellers, traders remain focused on the companys path to profitability and upcoming earnings as potential drivers for a significant price re-rating.

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 as investors aggressively position themselves ahead of upcoming earnings, with high-volume call options and community debate centering on the company's massive AI capital expenditure versus its ad-monetization efficiency. Beyond the earnings anticipation, discussion is currently fueled by a strategic shift toward utilizing Amazons Graviton chips for data center workloads and reports regarding the termination of a significant acquisition in China.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokia is seeing strong momentum as the market pivots from viewing it as a legacy telecom company to an essential infrastructure play for AI, cloud, and data center connectivity. Investors are actively discussing the impact of AI-driven order growth and strategic partnerships, fueling enthusiasm that the company is in the early stages of a significant business re-rating.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckin Coffee is trending as investors react to the launch of its first-ever share buyback program alongside solid Q1 revenue growth. The community is actively debating the timing of a potential relisting on a major exchange and the strategic significance of the buyback as a signal of management's confidence in the company's long-term profitability.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabet Inc. (GOOG) is currently a focal point as investors weigh massive AI infrastructure spending against long-term monetization potential, with significant community discourse centered on whether heavy capital expenditure will yield sustainable growth. Sentiment remains bolstered by Alphabets integration of Gemini across its ecosystem and its strategic positioning in cloud and quantum sectors, even as some participants express caution regarding market valuation levels and the ongoing competitive pressure in the AI space.

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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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$WRD Tony hasn&#39;t done this so lets take a crack at guessing product revenues using conservative numbers for 2026 based on what WeRide Press Releases said since March. I&#39;ll use $35K per AV for my cost basis since we can only guess at it.  
100 Sweeps = $3.5MM revenue 
2,000 taxis for Geely = $70MM revenue 
Lenovo (200K over 5 years). 30K this year (just a guess) = $1B revenue 
GRAB = more revenue but unknown  
UBER = more revenue but unknown   
12th country said they will be buying the entire lineup = more revenue but unknown 
ADAS on 30 models authorized for WePilot assuming 250 built units at $350 per ADAS system (avg price of all their levels) = $87.5MM 
 
2025 total revenue was about $100MM. 2026 revenue will blow that way and put it above the projections of TESLA and WAYMO 
2026 revenue shown above is prodcut revenue not service revenue which is more revenue  
WRD is trading where it was when these announcements were made liek ther is not revenue 
 
Tony could affirm the numbers today. He will not. WRD died

$WRD say WeRide does all of this, as shown/estimated, perhaps $1.4B in product revenue alone. 
Say the do half, $700MM or 7x 2025 total 
Say they do 25% of it, $350MM or 3,5X 2025. 
Say they do even better on ADAS/other, $2B in revenue 
 
However you see it rev will blow apart everything the street has modeled. We need Tony to step in and explain it. It would be better now but somehow he&#39;ll be asked about this at Q1 call sometime in May.  
 
Perhaps that&#39;s when the market wants to own WRD.

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WeRide Inc. - ADR

 Tony hasn't done this so lets take a crack at guessing product revenues using conservative numbers for 2026 based on what WeRide Press Releases said since March. I'll use $35K per AV for my cost basis since we can only guess at it.  
100 Sweeps = $3.5MM revenue 
2,000 taxis for Geely = $70MM revenue 
Lenovo (200K over 5 years). 30K this year (just a guess) = $1B revenue 
GRAB = more revenue but unknown  
UBER = more revenue but unknown   
12th country said they will be buying the entire lineup = more revenue but unknown 
ADAS on 30 models authorized for WePilot assuming 250 built units at $350 per ADAS system (avg price of all their levels) = $87.5MM 
 
2025 total revenue was about $100MM. 2026 revenue will blow that way and put it above the projections of TESLA and WAYMO 
2026 revenue shown above is prodcut revenue not service revenue which is more revenue  
WRD is trading where it was when these announcements were made liek ther is not revenue 
 
Tony could affirm the numbers today. He will not. WRD died