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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir Technologies is experiencing extreme volatility and a sharp sell-off as traders react to a controversial, now-deleted post by investor Michael Burry that positioned Anthropic as a major competitive threat. While the broader community is deeply divided between those labeling the price action as institutional manipulation or a justified correction of an overvalued stock, many long-term bulls are viewing the aggressive dip as a lucrative entry point.

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 actively dominating market sentiment as the stock benefits from its dual role as an e-commerce giant and a leading player in AI infrastructure, recently bolstered by reports of potential expansion through a strategic buyout of Globalstar. Investors are closely tracking these developments alongside the stock's role as a resilient hedge in a complex macro environment, while discussions continue regarding AWS's long-term enterprise demand and the company's aggressive investment in custom AI chips.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is facing significant volatility as investors weigh the company's long-term enterprise AI potential against broader sector concerns regarding competition from emerging AI labs like Anthropic. While the community is sharply divided between those viewing the pullback as a generational buying opportunity and others fearing structural obsolescence for traditional SaaS models, recent insider buying has provided a flashpoint for debate over whether the stock is undervalued.

Eos Energy Enterprises, Inc. designs, manufactures, and deploys battery storage solutions for the electricity industry. It offers the Eos Znyth DC battery system product which designs to meet the requirements of the grid-scale energy storage market. The company was founded in 2008 and is headquartered in Edison, NJ.

Eos Energy Enterprises Inc - Ordinary Shares - Class A

Eos Energy Enterprises is experiencing intense volatility as investors weigh record-breaking shipment and battery output metrics against management's credibility issues and concerns regarding revenue guidance accuracy. While some in the community see the recent price drop and insider buying as a strategic accumulation opportunity, others remain skeptical, pointing to pending lawsuits and persistent manufacturing execution challenges.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings is seeing intense market activity as investors weigh its role as a critical optical infrastructure provider against concerns over parabolic valuation and sector-wide volatility. The community remains deeply divided, with bulls pointing to robust demand for AI data center interconnects and recent institutional investments, while bears argue the stock is a speculative bubble vulnerable to a sharp correction.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is seeing a sharp rally as the market reacts to an expanded long-term partnership with Meta valued at over $21 billion, which significantly improves the company's revenue visibility and capital structure. Community sentiment is divided, with many traders celebrating the deal as a major growth catalyst while skeptics continue to voice concerns regarding the company's long-term debt load and aggressive financing requirements.

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 surging due to intense momentum surrounding its role in the AI and photonics infrastructure buildout, with traders actively debating whether the rally is a sustainable breakout or a potential exit liquidity trap ahead of their upcoming earnings report. The community is heavily focused on the company's backlog, hyperscaler partnerships, and the high short interest, which has fueled a volatile 'squeeze' narrative that continues to polarize bulls and bears.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is facing intense volatility as the broader software sector struggles with an aggressive sell-off, fueled by investor fears that AI advancements could disrupt incumbent SaaS models. Despite the company's massive $50 billion buyback program and recent insider buying, sentiment remains cautious as traders debate whether these levels represent a deep-value buying opportunity or the beginning of a structural re-rating.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is drawing intense investor attention due to the highly anticipated launch of the ES9 flagship SUV and excitement surrounding its in-house battery swapping and chip technology. While the community remains divided between long-term bulls highlighting operational milestones and vocal bears focused on dilution concerns and algorithmic volatility, many traders are closely monitoring key support levels and potential price swings fueled by product cycle optimism.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is experiencing significant volatility as investors weigh the company's aggressive expansion into AI and high-performance computing infrastructure against broader market headwinds caused by geopolitical tensions. The community remains deeply divided, with bulls pointing to the company's solid execution and contracted revenue growth, while bears highlight concerns over macro uncertainty, share dilution, and the impact of the ongoing conflict on energy-intensive sectors.

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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 

Insights by McKinsey 
Center for Future Mobility

Level 2+ accelerates as the near-term path to autonomy

Insight: 49% of experts expect Level 2+ ADAS to reach mass-market adoption, up from 40% in 2023, while Level 3+ expectations moderate to 39% (from 52%).

Autonomy is evolving into a two-speed market, with Level 2+ scaling as deployable foundation, while Level 3+ continues advancing along a more selective, premium-driven trajectory.

Source: McKinsey Center for Future Mobility, AV Expert Survey 2025

What this means for the market and WeRide?
The autonomy market is no longer waiting for Level 3 to unlock value; it is scaling through Level 2+ systems that are already deployable, regulatory-compatible, and economically viable at mass-market volumes.

WeRide doesn’t need L3 to win. If L2+ becomes the global standard, WePilot sits exactly at the layer where volume, data, and revenue scale first.

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WeRide Inc. - ADR

 

Insights by McKinsey 
Center for Future Mobility

Level 2+ accelerates as the near-term path to autonomy

Insight: 49% of experts expect Level 2+ ADAS to reach mass-market adoption, up from 40% in 2023, while Level 3+ expectations moderate to 39% (from 52%).

Autonomy is evolving into a two-speed market, with Level 2+ scaling as deployable foundation, while Level 3+ continues advancing along a more selective, premium-driven trajectory.

Source: McKinsey Center for Future Mobility, AV Expert Survey 2025

What this means for the market and WeRide?
The autonomy market is no longer waiting for Level 3 to unlock value; it is scaling through Level 2+ systems that are already deployable, regulatory-compatible, and economically viable at mass-market volumes.

WeRide doesn’t need L3 to win. If L2+ becomes the global standard, WePilot sits exactly at the layer where volume, data, and revenue scale first.

@NLZ I wonder why no major automakers besides Chery and Nissan, both invested in WRD via the alliance, have picked Werides L2+ and what it takes to do so?

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 I wonder why no major automakers besides Chery and Nissan, both invested in WRD via the alliance, have picked Werides L2+ and what it takes to do so?

ImmunityBio Inc

Renault historically has been open to supplier stacks:  
I see a higher behavioral entry probability than German OEMs. Bosch is present as a Tier-1 ADAS supplier to Renault (which is a prerequisite to enable WePilot) but... 
 
Renault also has it&#39;s in-house developed programme, branded Human First. It does not build everything entirely alone, it uses strategic partners. So there is potential.  
 
Renaults new CEO, used to head the strategic partner programmes, (he was crucial to the Geely partnership). In his recently launched strategic 2030 plan &quot;futuREady&quot; technology is one of the pillars with widespread use of AI.    
 
Mitsubishi: Bosch is not present in the Adas Layer. WeRide&#39;s chance here are very slim. 
 
Nissan: Bosch has ties with Nissan, but not very strategic, and not on Adas. I believe they have Hitachi and Mitsubushi Electric. They recently signed with Wayve as well (als investor in their recent series D).

Renault historically has been open to supplier stacks:  
I see a higher behavioral entry probability than German OEMs. Bosch is present as a Tier-1 ADAS supplier to Renault (which is a prerequisite to enable WePilot) but... 
 
Renault also has it's in-house developed programme, branded Human First. It does not build everything entirely alone, it uses strategic partners. So there is potential.  
 
Renaults new CEO, used to head the strategic partner programmes, (he was crucial to the Geely partnership). In his recently launched strategic 2030 plan "futuREady" technology is one of the pillars with widespread use of AI.    
 
Mitsubishi: Bosch is not present in the Adas Layer. WeRide's chance here are very slim. 
 
Nissan: Bosch has ties with Nissan, but not very strategic, and not on Adas. I believe they have Hitachi and Mitsubushi Electric. They recently signed with Wayve as well (als investor in their recent series D).

Baidu Inc - ADR

Macy's Inc

Uber Technologies Inc

Arbe Robotics Ltd

Pony AI Inc

To see their market potential, you’ll need to look at Bosch Adas platforms. Weride sits on top of it. Here are a few confirmed and possible candidates:

China OEMs
2026-2027
Chery Exeed ET/ES/EX7/GTmchey jetou
Chery Jetour (Multi SUV platforms)
GAC Aion  Y (Hyperclass platforms)
Dongfeng Voyah premium and NEV

2027-2028 candidates:
Nio (Firefly), Nio (Onvo)
BAIC (Arcfox)

Also there’s likely type model certification going on from Chinese OEMs entering Europe. I believe Chery’s application is in process. Some other Chinese OEMs might consider Bosch platforms for their export lines.

Western brands
2027-2028
Toyota (huge new Bosch Adas customer)
Renault (Ampere + EV, maybe some others)

@NLZ Tony is talking about other growth drivers o/s of ADAS but WePilot is a big secret.  
Is that bcs WePilot is not scaling as hoped or are OEM in the works and OEM do not want it disclosed? 
Tony could still guide WePilot w/o naming names. 
I think WePilot adoption is going to be lower than I planned. If the global economy is going to take a hit which it looks like that has a higher probability, all vehicle sales will be lower.  
Tony did not include this in the Q4 call and the Q1 call will happen in 5 weeks +/- to learn if that changes.  
For now the 3 time repeat champ in ADAS is just a trophy not any revenue that is material.  
WePilot was my driver for profitability by 2027. I don&#39;t see that so clearly based on what BOSCH and WeRide have said so far.  
BOSCH is well invested in WeRide on it.    
The answer will drag on.

 Tony is talking about other growth drivers o/s of ADAS but WePilot is a big secret.  
Is that bcs WePilot is not scaling as hoped or are OEM in the works and OEM do not want it disclosed? 
Tony could still guide WePilot w/o naming names. 
I think WePilot adoption is going to be lower than I planned. If the global economy is going to take a hit which it looks like that has a higher probability, all vehicle sales will be lower.  
Tony did not include this in the Q4 call and the Q1 call will happen in 5 weeks +/- to learn if that changes.  
For now the 3 time repeat champ in ADAS is just a trophy not any revenue that is material.  
WePilot was my driver for profitability by 2027. I don't see that so clearly based on what BOSCH and WeRide have said so far.  
BOSCH is well invested in WeRide on it.    
The answer will drag on.

@LubberJML 
Some OEMs disclose it, many don’t.  The $1B+ Toyota Adas deal by Bosch, whispered to be the biggest commitment in the industry ever, has never been announcement officially. 

The reason it’s a “big secret” has likely more  to do with not owning the channel and industry practice. I assume there’s signed NDAs between OEM and Tier1 supplier Bosch (and subsequently their subcontractors). Applications (for UNECE “type‑approval” framework for motor vehicles for Europe), don’t get disclosed. I believe the approvals do. The process is in secrecy between testing institute, regulator and applicant.

Having said that. There’s still so much what can be disclosed. Share of pipeline,  unonomous, OTA upside, expectations.  Even if it has a high level of uncertainty, you’d want to grasp and get an idea.

 
Some OEMs disclose it, many don’t.  The $1B+ Toyota Adas deal by Bosch, whispered to be the biggest commitment in the industry ever, has never been announcement officially. 

The reason it’s a “big secret” has likely more  to do with not owning the channel and industry practice. I assume there’s signed NDAs between OEM and Tier1 supplier Bosch (and subsequently their subcontractors). Applications (for UNECE “type‑approval” framework for motor vehicles for Europe), don’t get disclosed. I believe the approvals do. The process is in secrecy between testing institute, regulator and applicant.

Having said that. There’s still so much what can be disclosed. Share of pipeline,  unonomous, OTA upside, expectations.  Even if it has a high level of uncertainty, you’d want to grasp and get an idea.

@NLZ that could be why there was this big price/volume change that started in late March and Ton&#39;s start of repiurchases  
 
This chart did not happen on 2,600 taxis in total by YE or a few more busses sold or the 12th country added or the PO for 100 sweeps this year and 200 moore sweeps in the following 4 years. It happened on something. BOSCH did hint at something big with a top Chinese OEM earlier.  
Perhaps WePilot is the driver. 
 
Whatever it is we agree, Tony could say more w/o giving details.

 that could be why there was this big price/volume change that started in late March and Ton's start of repiurchases  
 
This chart did not happen on 2,600 taxis in total by YE or a few more busses sold or the 12th country added or the PO for 100 sweeps this year and 200 moore sweeps in the following 4 years. It happened on something. BOSCH did hint at something big with a top Chinese OEM earlier.  
Perhaps WePilot is the driver. 
 
Whatever it is we agree, Tony could say more w/o giving details.