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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 Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir ($PLTR) is surging after a stellar earnings report, showcasing robust revenue growth, particularly a 137% surge in US Commercial operations, and providing impressive 2026 guidance. This has ignited intense community debate between bulls celebrating its "insane" growth trajectory and bears questioning its extremely high valuation.

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 heavily discussed ahead of its imminent earnings report, fueling a heated debate between investors who believe its severely depressed valuation, active buybacks, and strategic initiatives signal a compelling turnaround, and those maintaining a strong bearish stance on its competitive position and future growth in the evolving fintech sector.

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 such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is trending following a JPMorgan upgrade to Overweight, igniting community debate over its perceived oversold status and the potential for a short squeeze. Despite reporting strong earnings and ongoing speculation about S&P 500 inclusion, many investors are expressing frustration with the stock's recent performance.

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 the easing of intense price wars in China's coffee market, with competitors raising prices, is sparking optimism for significant margin expansion and record earnings ahead of its upcoming Q4 report. Investors are actively discussing the company's rapid global store expansion and "absurd" undervaluation compared to rivals, eagerly awaiting a potential uplisting from its current OTC status.

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 (WULF) is gaining significant attention following its strategic acquisition of two new sites, adding 1.5 GW and doubling its total infrastructure capacity to 2.8 GW. This move is largely seen by the community as a game-changer for its AI/HPC strategy, sparking discussions of a potential short squeeze and strong future growth.

Rambus, Inc. engages in the provision of cutting-edge semiconductor and Internet Protocol products, spanning memory and interfaces to security, smart sensors and lighting. Its products include Memory Interface Chips, Interface IP, and Security IP. The company was founded by P. Michael Farmwald and Mark A. Horowitz in March 1990 and is headquartered in Sunnyvale, CA.

Rambus Inc.

Following its Q4 2025 earnings and Q1 2026 revenue guidance that missed analyst estimates, Rambus experienced a significant sell-off, sparking community debate over whether the sharp decline is an overreaction to a temporary operational issue or a justified correction within the high-demand memory and AI sector.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is trending intensely ahead of its earnings report, driven by community expectations for a substantial revenue beat and a potential short squeeze, with optimism amplified by its critical role in AI infrastructure, particularly for Elon Musk's xAI after its merger with SpaceX, amidst ongoing debates over valuation and management's past performance.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is experiencing a sharp downturn, heavily influenced by a broader cryptocurrency market pullback and concerns over seasonal prediction market revenue. This has split community opinion, with some actively buying the deeply oversold stock and highlighting recent institutional buys and upcoming earnings, while others remain cautious given its strong crypto correlation.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk (SNDK) is experiencing a massive rally following stellar earnings that significantly surpassed expectations, driven by strong demand for memory in the AI sector, leading to a heated community debate between bullish investors anticipating further exponential growth and bearish traders calling for an imminent valuation pullback.

Polestar Automotive Holding UK Plc is the Swedish electric performance car brand that engages in the research, development, marketing, commercialization, and sales of battery electric vehicles and related technology solutions. It offers Polestar 2 (PS2), a premium fast-back sedan, the Polestar 3 (PS3), a luxury aero sport-utility vehicle, the Polestar 4 (PS4), a premium sport utility vehicle, the Polestar 5 (PS5), a luxury sport grand-touring sedan, and the Polestar 6 (PS6), a luxury roadster. The company was founded on September 15, 2021 and is headquartered in Gothenburg, Sweden.

Polestar Automotive Holding UK PLC - ADR Class A

Polestar is actively discussed following news of a significant $400 million equity investment aimed at bolstering liquidity, coupled with reports of record sales, though community sentiment remains sharply split between anticipation of a turnaround and deep-seated concerns over dilution, debt, and the aftermath of its recent reverse stock split.

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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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$UAL $DAL  
$AAL $LUV.X  
 
Here&#39;s what Gemini suggests caused the airline stocks to drop over the last week: 
 
&quot;driven by severe winter weather disrupting flights, rising oil prices, and ongoing geopolitical uncertainty. Major, historic weather disruptions at key hubs like DFW forced thousands of cancellations, with American reporting its largest weather-related incident ever.  
Key factors for the decline include: 
Severe Weather Disruptions: A massive winter storm caused over 9,000 cancellations in four days, severely impacting operations at American Airlines&#39; largest hubs...&quot; 
 
 As a point of reference, the airlines virtually ALWAYS dip for a few days on hyperbolic storm reporting -- they are simply part of the business 2-3x/winter.  imo the geoploitical and fuel prices (really brent, not &quot;oil&quot;) aspects are noise every day of every year for the airlines. 
 
I just added 2k more shares to both UAL and DAL

Lawley

$UAL $DAL $LUV $AAL  
 
So much for the &quot;storm of the century -- we historically have had a couple of these 2-3 day events a couple of times a year. So now, as the ice and snow mess melts away, the airlines are scheduled to be back to normal operations right about now. 
 
Longtimers know I have minted a few million on the airlines going back to the bkr emergences some 20 years ago... but these days I tend to stay off them except for an occasional trade.  But this drop for a snowstorm has been plain goofy. I just tripled my 2k of UAL shares and put on 4k shares of DAL -- likely to stay on for the recovery bump now on deck.

StockTwits Web

United Airlines Holdings Inc

Delta Air Lines, Inc.

Southwest Airlines Co

American Airlines Group Inc

Cingeon Smyth

  
 
Here's what Gemini suggests caused the airline stocks to drop over the last week: 
 
"driven by severe winter weather disrupting flights, rising oil prices, and ongoing geopolitical uncertainty. Major, historic weather disruptions at key hubs like DFW forced thousands of cancellations, with American reporting its largest weather-related incident ever.  
Key factors for the decline include: 
Severe Weather Disruptions: A massive winter storm caused over 9,000 cancellations in four days, severely impacting operations at American Airlines' largest hubs..." 
 
 As a point of reference, the airlines virtually ALWAYS dip for a few days on hyperbolic storm reporting -- they are simply part of the business 2-3x/winter.  imo the geoploitical and fuel prices (really brent, not "oil") aspects are noise every day of every year for the airlines. 
 
I just added 2k more shares to both UAL and DAL