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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 after exceeding revenue estimates and detailing operational improvements under its "Opendoor 2.0" strategy, with the CEO confirming a path to adjusted EBITDA profitability by Q2. This has ignited robust bullish sentiment for a turnaround, drawing comparisons to Carvana, while skeptics point to ongoing losses and revenue decline.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending following a Supreme Court ruling that struck down tariffs, challenging a core element of former President Trump's past economic policy and executive power. The community is widely debating the financial implications for consumers and businesses, including the prospect of significant tariff refunds, and the broader political repercussions.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nike is trending amid anticipation and delays surrounding a Supreme Court ruling on tariffs, a decision the community believes could significantly impact the company. However, many express frustration over NKE's inability to sustain gains, viewing its price action as a "value trap" despite ongoing strategic resets and efforts to reignite growth.

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 trending amidst reports of financing challenges for a major data center project and class-action lawsuits alleging misleading investors regarding capacity and delays. This has sparked a heated debate, with bears highlighting debt and an unsustainable model, while bulls dismiss the negative news as short-seller tactics ahead of anticipated strong earnings, often citing the company's substantial backlog and NVIDIA's investment.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

The Supreme Court's ruling against Trump-era tariffs is driving conversation and a rally in SPY, as many perceive it as disinflationary and supportive of potential rate cuts, though bears remain skeptical, citing other concerning economic data and anticipating a market pullback.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending following a dual financing announcement, including a $100 million public stock offering priced at $5.45 per share and a $100 million royalty funding deal with RTW Investments. While some in the community express concern over significant dilution, others view this as a strategic move that secures crucial runway for commercialization and validates the company's lead asset, CAN-2409, ahead of its BLA submission and ongoing trials.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon Athletica is trending as investors grapple with the delayed impact of a Supreme Court tariff decision and ongoing controversy surrounding its "Get Low" see-through leggings, compounded by founder Chip Wilson's public criticism of the board's product strategy and leadership void. The community is actively discussing the stock's muted response to positive holiday sales updates, fueling frustration over its recent underperformance and perceived manipulation despite its strong fundamentals and international growth.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is experiencing significant volatility following the Supreme Court's decision to strike down President Trump's emergency tariffs, prompting a divided community discussion between bullish sentiment for potential lower inflation and rate cuts, and concerns over Trump's promised "backup plan" for tariffs and broader market uncertainty.

GRAIL, Inc. operates as a commercial-stage healthcare company, which engages in the development of a technology for early detection of cancer. It utilizes machine learning, software, and automation to detect and identify multiple deadly cancer types in earlier stages. The company was founded by Jeffrey T. Huber, William H. Rastetter, Mostafa Ronaghi, and Richard D. Klausner on September 11, 2015 and is headquartered in Menlo Park, CA.

GRAIL Inc.

GRAIL is trending due to a substantial stock decline following mixed results from its NHS-Galleri trial, which missed its primary endpoint for reducing late-stage cancers but showed promising data in early detection, leading to sharp debate between those who see an overreaction and others predicting further declines.

Atlassian Corp. is a holding company, which engages in providing team collaboration and productivity software. Its products include Jira Software, Confluence, Jira Service Management, and Loom. The company was founded by Michael Cannon-Brookes and Scott Farquhar in October 2002 and is headquartered in San Francisco, CA.

Atlassian Corporation - Ordinary Shares - Class A

Atlassian Corporation Plc

Atlassian is trending as its stock plunges to new lows despite reporting a strong quarter with significant cloud growth, driven by pervasive fears of AI disruption across the software sector. The community is widely debating whether AI will supplant core products like Jira, amplifying concerns over the company's high stock-based compensation and perceived aggressive customer pricing.

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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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This ultra-detailed, 109-slide thesis includes extensive commentary and analysis specific to $NVR and $SDHC.  
 
https://x.com/investor321123/status/1932790256732131650 
 
The deck is a buy thesis on $GRBK, but leverages a systematic data-driven 20-year study of the entire homebuilder sector to support the argument. While the deck primarily advocates for a long thesis on GRBK, it also implicitly argues that NVR&#39;s earnings growth and risk profile over the next 5 years are both likely to fall dramatically short of what its elevated P/E multiple suggests. A pair trade of short NVR / long GRBK should perform well in the medium-to-long term.  
 
See slides 15, 39-50, and 59-70 for the analysis relevant to NVR. There&#39;s also an NVR-specific section on slides 91-93 and another section covering both NVR and SDHC on slides 106-108. This screenshot from the deck shows a snapshot comparison of key metrics for all 18 public homebuilders:

1/6Wall Street still rewards land-light builders like NVR with premium multiples.But one overlooked public builder is posting better margins, faster growth, and superior TSR.Almost no one's paying attention... until now.109-slide thesis (with summary):https://t.co/yBwTc8lnTh

X (Formerly Twitter)

Malcolm Brown on X (formerly Twitter): "1/6Wall Street still rewards land-light builders like NVR with premium multiples.But one overlooked public builder is posting better margins, faster growth, and superior TSR.Almost no one's paying attention... un...

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NVR Inc.

Smith Douglas Homes Corp. - Ordinary Shares - Class A

Green Brick Partners Inc

This ultra-detailed, 109-slide thesis includes extensive commentary and analysis specific to 

, but leverages a systematic data-driven 20-year study of the entire homebuilder sector to support the argument. While the deck primarily advocates for a long thesis on GRBK, it also implicitly argues that NVR's earnings growth and risk profile over the next 5 years are both likely to fall dramatically short of what its elevated P/E multiple suggests. A pair trade of short NVR / long GRBK should perform well in the medium-to-long term.  
 
See slides 15, 39-50, and 59-70 for the analysis relevant to NVR. There's also an NVR-specific section on slides 91-93 and another section covering both NVR and SDHC on slides 106-108. This screenshot from the deck shows a snapshot comparison of key metrics for all 18 public homebuilders: