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BigBear.ai Holdings, Inc. engages in data-driven decision dominance and advanced analytics that provide its customers with a competitive advantage in a world driven by data that is growing in terms of volume, variety, and velocity. The firm operationalizes artificial intelligence and machine learning at scale through its end-to-end data analytics platform. It deploys its observe, orient and dominate products to customers throughout the defense, intelligence, and commercial markets. The company was founded in 2020 and is headquartered in McLean, VA.

BigBear.ai Holdings Inc

BigBear.ai is trending due to positive reactions to earnings and the acquisition of Ask Sage, with investors focusing on the potential for government contracts and long-term growth. The community is discussing the company's prospects as a "mini PLTR" and anticipating a rise in stock price, while also debating the impact of potential dilution.

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's upcoming earnings are driving significant discussion, with debates around whether strong growth and key partnerships with NVIDIA, Meta, and OpenAI will outweigh concerns about profitability and slowed growth. Community sentiment is mixed, as some highlight the company's leadership in deploying next-gen AI infrastructure and its massive revenue backlog, while others express skepticism regarding negative net income and heavy capital expenditure.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

RGTI is trending downwards amidst concerns about its high valuation relative to revenue, especially after a recent earnings report revealed a GAAP net loss. Community members are discussing whether the company can justify its valuation given its revenue and comparing it unfavorably to competitors like D-Wave, while some suggest an offering may be imminent. The stock's movement is also being watched in relation to the broader quantum computing sector and potential government funding.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is trending as investors digest recent earnings, which included a revenue beat and record gross margins, alongside news of the Neutron rocket program's progress and a Q1 2026 arrival at Launch Complex 3. While some express concern over the Neutron launch potentially being pushed to late 2026, many bulls see this as a buying opportunity, citing the company's strong existing revenue and significant backlog of launch contracts. The community is actively debating the long-term impact of the Neutron update and its potential for a gamma squeeze given a substantial short interest.

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

TeraWulf Inc

TeraWulf is trending as investors digest recent earnings and a strategic pivot towards High-Performance Computing (HPC) and AI hosting, especially the Abernathy Joint Venture backed by Google. Community chatter highlights confidence in management's execution and future potential, with some anticipating analyst upgrades and new contracts before year-end. Despite mixed reactions to earnings, TeraWulf's AI infrastructure and partnerships are central to ongoing discussions.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is trending as investors discuss the potential impact of upcoming launches and significant government contracts on the company's future. Community talking points also revolve around the company's substantial cash reserves and commercialization efforts, despite recent revenue misses. The long-term potential of ASTS in the space-based cellular connectivity sector is a key focus.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

Cleanspark (CLSK) is trending amid discussions about a recent convertible note offering and its potential implications for the company's AI strategy. While some investors express concerns about dilution and debt, others view the offering as a bullish move to fund expansion into AI data centers and execute share buybacks. The community is actively debating whether the financing will ultimately benefit the company and drive future growth in the competitive mining sector.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is trending as investors await topline results from its Phase 3 HOPE-3 trial for Duchenne muscular dystrophy, expected in the coming weeks. Community discussion revolves around the potential for the data to support a BLA resubmission and approval, with some speculating on the timing of the data release and its impact on a possible short squeeze.  Optimism is fueled by positive data from earlier trials, though concerns exist regarding FDA flexibility and the potential for mixed results.

Galecto, Inc. is a clinical-stage biotechnology company, which engages in developing novel small molecule therapeutics that are designed to target the biological processes that lie at the heart of cancer and fibrotic diseases. The firm is also involved in the development of small molecule inhibitors of galectin-3 and LOXL2. The company was founded by Ulf Jörgen Nilsson, Hakon Leffler, Tariq Sethi, and Hans Thalsgård Schambye in 2011 and is headquartered in Boston, MA.

Galecto Inc

Galecto Inc. is trending due to a significant price surge, fueled by the completion of its acquisition of Damora Therapeutics and a substantial funding round. Community discussions revolve around the potential for a short squeeze, given the stock's low float and high cost to borrow, with some traders eyeing ambitious price targets. Comparisons to other high-flying stocks and potential catalysts related to their pipeline are also being actively discussed.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

NBIS is trending as investors anticipate upcoming earnings, drawing comparisons to competitor CRWV's recent performance. Community members are weighing the potential impact of data center buildout timelines and new deals on NBIS's revenue and growth guidance. Some traders are expressing concerns about broader market factors and potential pullbacks, while others remain bullish on the company's long-term prospects in the AI infrastructure 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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🚨 URGENT: If you&#39;re holding Waaree, Adani, Websol — READ THIS 👇 
 
A photo is going viral where solar panels are being used as fencing in America. 
 
Yes, solar panels are now so cheap in some part of america, people are using them instead of wood, not energy solutions. 
That’s not innovation — that’s oversupply gone insane. 
⚠️ What does this mean for Indian solar companies? 
If you&#39;re an investor in Waaree, Adani Green, Websol, Surana Solar — a massive risk is headed your way. 
 
Here&#39;s why: 
 
🌍 Global prices have crashed to $0.08–0.10/W 
Indian panel prices still hover around ₹30/W (~$0.36) — 3–4× higher 
💸 Chinese manufacturers are offloading panels below cost, just to clear inventory 
🏭 Indian companies are expanding production — exactly when global demand is weakening and prices are tanking 
 
🧨 So why haven&#39;t Indian firms collapsed yet? 
Because of one reason: Government protection 
40% import duty 
Mandatory ALMM listing 
PLI subsidies propping up balance sheets 
But here’s the scary part... 
📉 These protections are on thin ice. 
 Any rollback, even partial — and Indian manufacturers will be priced out overnight. 
 
🧠 Think about it: 
How long can a business survive if its competitors sell at 70% lower cost... and still make money from scale? 
If you’re holding these stocks thinking they’re the next multibaggers — you’re not investing, you’re betting on continued government protection. 
 
And that’s a bet with a ticking clock. 
💥 The solar opportunity is real — but so is the risk. 
Don&#39;t get caught in the sunshine trap. ☀️ 
🛠️ Unless these companies drastically cut costs, integrate backward, or build real technology moats — tariffs won’t save them forever. 
$WAAREEENER.NSE $WAAREERTL.NSE $ADANIGREEN.NSE $WEBELSOLAR.NSE $SURANASOL.NSE

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@NikhilGangil highlights the trap behind the solar boom 😱  
 
$WAAREEENER.NSE $WAAREERTL.NSE $ADANIGREEN.NSE $WEBELSOLAR.NSE $SURANASOL.NSE

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Waaree Energies Ltd.

Waaree Renewable Technologies Ltd.

Adani Green Energy Ltd.

Websol Energy System Ltd

Surana Solar Ltd.

🚨 URGENT: If you're holding Waaree, Adani, Websol — READ THIS 👇 
 
A photo is going viral where solar panels are being used as fencing in America. 
 
Yes, solar panels are now so cheap in some part of america, people are using them instead of wood, not energy solutions. 
That’s not innovation — that’s oversupply gone insane. 
⚠️ What does this mean for Indian solar companies? 
If you're an investor in Waaree, Adani Green, Websol, Surana Solar — a massive risk is headed your way. 
 
Here's why: 
 
🌍 Global prices have crashed to $0.08–0.10/W 
Indian panel prices still hover around ₹30/W (~$0.36) — 3–4× higher 
💸 Chinese manufacturers are offloading panels below cost, just to clear inventory 
🏭 Indian companies are expanding production — exactly when global demand is weakening and prices are tanking 
 
🧨 So why haven't Indian firms collapsed yet? 
Because of one reason: Government protection 
40% import duty 
Mandatory ALMM listing 
PLI subsidies propping up balance sheets 
But here’s the scary part... 
📉 These protections are on thin ice. 
 Any rollback, even partial — and Indian manufacturers will be priced out overnight. 
 
🧠 Think about it: 
How long can a business survive if its competitors sell at 70% lower cost... and still make money from scale? 
If you’re holding these stocks thinking they’re the next multibaggers — you’re not investing, you’re betting on continued government protection. 
 
And that’s a bet with a ticking clock. 
💥 The solar opportunity is real — but so is the risk. 
Don't get caught in the sunshine trap. ☀️ 
🛠️ Unless these companies drastically cut costs, integrate backward, or build real technology moats — tariffs won’t save them forever. 


This account has been verified as a SEBI Research Analyst (RA).

Verified SEBI RA Account

Nikhil Gangil

@NikhilGangil Actually, this is old news . Indian modules are already around 22/W Rs not 30 Rs. PLI support exists and can help reduce costs but its effectiveness and continuation are not guaranteed so don’t panic but keep an eye on policy

 Actually, this is old news . Indian modules are already around 22/W Rs not 30 Rs. PLI support exists and can help reduce costs but its effectiveness and continuation are not guaranteed so don’t panic but keep an eye on policy

@NikhilGangil Why didn&#39;t brokerages warn about this?? All had BUY ratings last month! Now my Surana Solar is -7%. Research reports are useless

 Why didn't brokerages warn about this?? All had BUY ratings last month! Now my Surana Solar is -7%. Research reports are useless

@NikhilGangil Holding Waaree felt smart until I saw Chinese panels cheaper than plywood — now it feels like a subsidy bubble.

 Holding Waaree felt smart until I saw Chinese panels cheaper than plywood — now it feels like a subsidy bubble.

Chitesh Sharma

@NikhilGangil  
40% BCD on imported solar modules has pushed project costs up by over 20%, directly impacting solar tariffs. While domestic capacity is rising (74 GW as of 2025), India still lacks upstream manufacturing like wafers. A phased tariff strategy tied to capacity targets could ensure affordability without compromising ‘Atmanirbhar Bharat’ goals

  
40% BCD on imported solar modules has pushed project costs up by over 20%, directly impacting solar tariffs. While domestic capacity is rising (74 GW as of 2025), India still lacks upstream manufacturing like wafers. A phased tariff strategy tied to capacity targets could ensure affordability without compromising ‘Atmanirbhar Bharat’ goals