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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 (BB) is trending as retail activity surges heading into its fiscal Q2 earnings report, with traders focused on whether the company will beat expectations. A widely shared analyst note argues revenue, EBITDA, and EPS could come in above consensus given BlackBerry's historically conservative quarterly guidance, and retail sentiment has turned extremely bullish on elevated message volume. The bull case is anchored in QNX's physical-AI footprint: NVIDIA's adoption of QNX 8.0 for its automotive OS, the Coretura/Alloy Kore design win  which traders note covers commercial vehicles only and was absent from the roughly $950 million QNX royalty backlog as of August  and a SiftQNX partnership for streaming sensor data from physical AI systems. Bears counter that past beats came off lowered guidance and repeatedly call for shorting rallies, while bullish traders float short-squeeze speculation and hopes the stock exits single digits after the report.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

CEO Ryan Cohen's disclosed open-market purchase of roughly 1.15 million GameStop shares for about $26.4 million is the dominant catalyst, with shares popping more than 3% in the overnight session following the disclosure and traders noting it as his second sizable buy in about ten days. Bulls read the purchase of common shares  explicitly not warrants or options  as a strong insider-conviction signal, fueling short-squeeze chatter, speculation that Cohen could take the company private or announce a buyback, and renewed rumors of a Roaring Kitty return; some users also claim a second insider, Alain Attal, added to his stake. Skeptics counter that hype isn't a catalyst and the move is sentiment-driven, while others question why the stock isn't rallying in line with the CEO's confidence and lags a broader market at highs despite what supporters describe as strong fundamentals. Sentiment leaned bullish with message volume elevated; the stock is up 13% year-to-date.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Takeover speculation involving Novo Nordisk is dominating VKTX chatter. Traders point to Novo's pipeline-driven selloff and its statement that its balance sheet could support larger acquisitions rather than small bolt-on deals as signs the struggling obesity incumbent may pursue Viking's VK2735 program through a buyout or partnership to better compete with Eli Lilly, with some speculating about a deal of roughly $40 billion. Reaction is split: bulls frame VK2735 as a de-risked GLP-1/GIP dual agonist and see heavy short interest as short-squeeze fuel, while skeptics dismiss the Big Pharma M&A hype, criticize CEO Brian Lian's communication and ongoing share dilution, and warn of tolerability concerns and a sell-the-news reaction when Phase 3 data arrives. Many traders also attribute Viking's strength to Novo's implosion rather than any leak of clinical data.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD shares reached a fresh all-time high and a $1 trillion market capitalization, driven by investor optimism that the rise of consumer-facing agentic AI tools will generate sustained demand for semiconductors. While retail sentiment remains extremely bullish and many celebrate the milestone, some market participants express concerns regarding stretched valuations and the sustainability of the current rally.

New Era Energy & Digital, Inc. is an exploration and production company, which engages in selling oil and natural gas products. The company was founded on February 6, 2023 and is headquartered in Midland, TX.

New Era Energy & Digital Inc.

Speculation over a power purchase agreement (PPA) tied to the roughly 1.5-gigawatt Texas AI data-center project dominates the conversation, with some traders citing a Vistra power agreement as the material catalyst and arguing that securing the PPA in New Era's own name  rather than a partner's  gives it leverage for a larger hyperscaler lease. The community is sharply split: bulls treat the PPA as locked or imminent, frame NUAI as the only pure-play AI data-center developer, cite an estimated ~26 million shares short and claimed whale/BlackRock accumulation as squeeze fuel, and point to Applied Digital's and CoreWeave's earlier runs as a re-rating template, often noting the bullish math applies only to phase one of the build. Bears counter that the company  a former helium outfit pivoting to AI with roughly $35,000 in quarterly revenue against about $20 million in quarterly losses  has no confirmed tenant or PPA announcement, dismissing the rally as hype and warning of an offering or steep selloff once it fades. Recurring accusations of market-maker manipulation, phantom prints, and naked shorting, plus a sharp price move even as posters disputed whether any news had actually landed, underscore the speculative, combative tone of the discussion.

Dogecoin is an open-source digital currency based on the "Doge" meme that functions as a peer-to-peer medium for fast payments and digital tipping. Unlike projects backed by corporate entities, its value is driven by a global community, and the project is managed by a decentralized group of volunteers and the non-profit Dogecoin Foundation rather than a formal company.  Originally created in 2013 by software engineers Billy Markus and Jackson Palmer as a market parody, the project held no public sale or venture capital rounds. The network operates as a fork of LuckyCoin, which itself was a fork of Litecoin, using a proof of work consensus mechanism. It employs the Scrypt algorithm to ensure the mining process remains fast and efficient, with new blocks processed every 60 seconds. A unique technical feature is its use of merged mining, allowing miners to secure Dogecoin simultaneously with other Scrypt-based networks like Litecoin.  To keep transaction fees low and the network running indefinitely, Dogecoin features an uncapped supply where new coins are added forever. In a major regulatory milestone in March 2026, a joint SEC and CFTC framework officially classified Dogecoin as a digital commodity, placing it in the same asset category as gold or oil.

Dogecoin

Dogecoin is trending as the Senate failed to advance the crypto Clarity Act, with the CFTC saying it will still issue crypto rules  and the community is split over whether the resulting market dip was a knee-jerk reaction to a largely priced-in failure or a sign of deeper bearish pressure. Some traders frame the agency-led rulemaking as a live regulatory catalyst that could restore a bid to major crypto names, while bearish voices see Dogecoin falling harder alongside Bitcoin.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

SentinelOne is trending on the market's reaction to its fiscal second-quarter earnings: a beat on most key metrics with guidance many traders viewed as mixed, followed by a roughly 5% selloff that left S the lone red cybersecurity name while CrowdStrike surged on its own strong report. The community is split. Bulls call the drop an overreaction, citing a valuation gap of roughly 7x sales versus about 40x for CrowdStrike and 25x for Palo Alto Networks, a ~$7B market cap, over $1B in cash, zero debt, and a sizable Anthropic stake held through its S Ventures arm. Bears counter that guidance was lackluster and customer growth underwhelming, pointing to only about 13 sequential additions of $100K+ customers. Heavy short activity and recurring M&A speculation  including long-running Palo Alto Networks takeover chatter and comparisons to Google's $32B Wiz acquisition  round out the debate.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba's unveiling of a new AI chip it billed as "China's most powerful" and framed as a direct challenge to Nvidia is the main driver of attention, with traders crediting the announcement for the stock's spike and tying it to Alibaba's broader cloud and AI momentum. Reaction is sharply split: bulls argue elevated short interest, an oversold chart, hopes for a productive XiTrump summit, and reported share purchases by Jack Ma set the stage for a bigger rally, while bears call the stock the most obvious short in the market, dismiss the chip as overhyped or unproven, and point to negative free cash flow from heavy AI capital spending as a red flag. Many posts also express puzzlement over why shares keep slipping despite the positive AI headlines, reflecting a deeper debate over whether Chinese AI leaders can win sustained trust from global investors.

The Goldman Sachs Group, Inc. engages in the provision of financial services. It operates through the following business segments: Global Banking and Markets, Asset and Wealth Management, and Platform Solutions. The Global Banking and Markets segment includes investment banking, global investments, and equity and debt investments. The Asset and Wealth Management segment relates to the direct-to-consumer banking business which includes lending, deposit-taking, and investing. The Platform Solutions segment includes consumer platforms such as partnerships offering credit cards and point-of-sale financing, and transaction banking. The company was founded by Marcus Goldman in 1869 and is headquartered in New York, NY.

Goldman Sachs Group, Inc.

Goldman Sachs is under pressure after management flagged softer fixed-income trading and higher operating expenses in the third quarter, while a Fed rate hike and flattening yield curve have weighed on financial stocks. Traders debate whether the selloff is an overreaction, pointing to strong equity trading, investment-banking activity and the firms diversified business mix as potential offsets.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals is surging after the U.S. announced a permanent security agreement with Denmark and Greenland, which traders view as a strategic tailwind for its Tanbreez rare-earth project ahead of an expected trilateral signing and the Trump-Xi summit on critical minerals. Sentiment is extremely bullish with heavy short-squeeze speculation, though some in the community argue the security pact does not change mining or permitting timelines and warn of sell-the-news risk.

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$TSLA The dip after earnings was expected tbh the biggest take away for me is that their free cash flow generation from the business is funding the majority of their CapEx investments, so the heavy CapEx year is barely eating into their $40B+ cash on hand.  And the investments they’re making now will likely produce massive returns in the future. This is what being a long-term shareholder is all about!  Looking to add shares between 330-350.

GoldmanSacked

BlueNitrogen

Matija Kraševec

Jesse Menley

StockTwits for iOS

 The dip after earnings was expected tbh the biggest take away for me is that their free cash flow generation from the business is funding the majority of their CapEx investments, so the heavy CapEx year is barely eating into their $40B+ cash on hand.  And the investments they’re making now will likely produce massive returns in the future. This is what being a long-term shareholder is all about!  Looking to add shares between 330-350.

Leonardo Dicaprio

@microm thats not what it means... if it did it would not have dropped that much after ER... what the street interprets it as is heavy cap ex just to stay afloat. and the rest is dependent on government regulations and sale of carbon credits... not to mention tax abatements... basically not paying taxes on mega projects

StockTwits Web

 thats not what it means... if it did it would not have dropped that much after ER... what the street interprets it as is heavy cap ex just to stay afloat. and the rest is dependent on government regulations and sale of carbon credits... not to mention tax abatements... basically not paying taxes on mega projects

Anonymous

@GoldmanSacked probably H2 2027 to beginning of 2028 so another 12-18 months

 probably H2 2027 to beginning of 2028 so another 12-18 months