SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending downwards, with community members discussing potential dilution and comparing it to other crypto mining stocks. Discussions include speculation about future Nvidia involvement and potential new contracts, while some express concern about valuation and short interest. The stock's recent freefall and failure to maintain support levels are also key talking points.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is trending as the stock experiences significant volatility, driven by investor reactions to a recent $2.35 billion senior secured notes offering and broader concerns about an AI bubble. While some investors express worry about the debt and potential dilution, others view it as a necessary step for scaling and highlight the company's substantial contracts. Community discussions revolve around dip-buying strategies, long-term conviction in the AI data center space, and speculation regarding potential analyst upgrades or hyperscaler announcements.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is trending downwards following its latest earnings report and revised revenue guidance, sparking discussions about management's credibility and future prospects. The community is debating the impact of government shutdowns and contract delays, while also comparing RCAT's performance and management to competitors like ONDS. Despite the short-term concerns, some investors remain optimistic about RCAT's long-term potential in the drone and defense sectors, citing ongoing contracts and expansion into maritime unmanned systems.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is trending as investors discuss an insider buying over $2 million worth of shares, signaling confidence in the company. Community members are also closely watching for potential upcoming catalysts like LTV and CLPS contract announcements, with some speculating on a potential LTV contract win. Overall sentiment suggests bullishness based on the company's potential and oversold conditions in the small-cap market.

ARB IOT Group Ltd. is a holding company that engages in the provision of solutions for the integration of IoT systems and devices. It operates through the Internet of Things and Investment Holding and Others segments. The company was founded on March 1, 2022 and is headquartered in Singapore.

ARB IOT Group Ltd

ARBB is trending due to renewed social media speculation around a past AI server deal and its small float post-reverse split, leading to significant price movement. The community is actively discussing potential breakouts and a possible short squeeze, with some comparing it to previous high-flying stocks. Traders are closely watching key breakout levels, anticipating a potential parabolic run if certain price points are surpassed.

Anavex Life Sciences Corp. is a clinical stage biopharmaceutical company, which engages in the development of different therapeutics for the treatment of neurodegenerative and neurodevelopmental diseases. Its lead compound, ANAVEX2-73, is being developed to treat Alzheimer's and Parkinson's disease and central nervous system diseases, including Rett syndrome. The company was founded by Harvey Lalach and Athanasios Skarpelos on January 23, 2004 and is headquartered in New York, NY.

Anavex Life Sciences Corporation

Anavex Life Sciences Corp

AVXL is trending as anticipation builds around the pending CHMP decision on blarcamesine, with community chatter focusing on the potential for approval and its impact on Alzheimer's treatment. Some traders are pointing to short positions and potential manipulation, while longs express confidence in the science and patient benefits, setting the stage for a volatile trading day.

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. 

Nebius Group N.V. ($NBIS) is trending amid overnight trading volatility and a broader selloff in AI-related stocks, leading to community discussions about potential bottom levels and future price movement. Investors are weighing the impact of recent deals with Microsoft and Meta against concerns about dilution and overall market sentiment, while some speculate about potential Nasdaq 100 inclusion and its effect on buying pressure. Discussions also mention Michael Burry closing his hedge fund, with some seeing this as a bullish signal.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategy is trending as the price falls, with community members debating if it's time to buy calls or short the stock. Concerns are rising about the company's debt and potential margin calls, as well as comparisons to leveraged Bitcoin ETFs. The stock's correlation with Bitcoin's price movement and broader crypto market sentiment remains a key talking point.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SOUN is trending as the community grapples with significant volatility, despite a recent Q3 revenue beat and positive long-term analyst outlooks. Discussions center around potential short selling manipulation and whether the current price represents a buying opportunity amid a broader downturn in the AI sector. Investors are weighing the company's growth prospects against market headwinds and insider selling.

TSS, Inc. engages in the provision of comprehensive services for the planning, design, development and maintenance of mission-critical facilities and information infrastructure as well as integration services. It operates through the Facilities and Systems Integration Services business segments. The Facilities segment consists of the design, project management, and maintenance of data center and mission-critical business operations. The Systems Integration segment integrates information technology equipment for original equipment manufacturer vendors and customers to be used inside data center environments, including modular data centers. The company was founded by Gerard J. Gallagher on December 20, 2004 and is headquartered in Round Rock, TX.

TSS Inc

TSSI is trending due to a significant after-hours drop following disappointing earnings results, with a 40% revenue decrease sparking concern. The community is baffled by the numbers, especially after recent facility upgrades and hiring, with some questioning management and the company's relationship with Dell. Despite a long-term positive outlook, investors are expressing frustration and uncertainty about the immediate future.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 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 
 


 has invited you to join Stocktwits

<ul class="summary-bullets"><li>CEO William Li said the L80’s launch window has shifted to next year because factories are prioritizing output of the fast-selling L90 SUV.</li><li>The L90 has delivered more than 10,000 units for three straight months, straining battery supply and production capacity.</li><li>Retail traders on Stocktwits framed the pullback as a buying opportunity, calling sub-$7 levels a “gold” entry point.</li></ul><p>Nio shares slipped 0.8% in Hong Kong on Thursday after CEO William Li said the company’s Onvo sub-brand would delay the launch of its L80 SUV to the first half of next year, citing production strain driven by strong demand for the larger L90 model.</p><p>The company’s U.S.-listed shares closed down 2.7% at $6.45 on Wednesday and slipped another 0.2% in after-hours trading.</p><h2 class="st-heading-2"><strong>L80 Launch Pushed To First-Half Of 2026</strong></h2><p>Li reportedly said the L80, which was originally scheduled for release this year, would be postponed because the company’s factories are prioritizing L90 output, according to a CnEVPost&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cnevpost.com/2025/11/13/onvo-l80-launch-expected-h1-2026/">report</a>.&nbsp;</p><p>Li apparently said the L80 and L90 share many components, adding that “delivering the L80 would mean fewer L90 deliveries.” He told customers that those wanting a large five-seat SUV could wait for the L80 next year, while the seven-seat L90 remains available now.</p><p>The L80 was previously planned for a fourth-quarter 2025 debut, following its presentation at the Shanghai auto show earlier this year.</p><h2 class="st-heading-2"><strong>L90 Demand Stretches Nio’s Battery Supply</strong></h2><p>Li supposedly said the L90’s popularity has strained Nio’s battery pack supply, creating a production bottleneck. The L90, launched on July 31, has delivered more than 10,000 units for three consecutive months, making it one of the brand’s strongest performers.</p><p>Li had flagged capacity constraints during Nio’s second-quarter earnings call on Sept. 2, saying the company would not be able to launch the L80 this year due to pressure on factory throughput.</p><h2 class="st-heading-2"><strong>Onvo Lineup Now Covers Most Family Use Cases</strong></h2><p>Li said the combined lineup of the L60, L90 and upcoming L80 will cover more than 90% of family user segments. Onvo, introduced in May 2024, is Nio’s mass-market offering designed to compete with vehicles like Tesla’s Model Y.</p><p>The L60, a five-seat mid-size SUV, received a facelift on September 19, with deliveries scheduled to begin in late October.</p><h2 class="st-heading-2"><strong>Regulatory Listing Complete, Awaiting Market Timing</strong></h2><p>The L80 appeared in China’s Ministry of Industry and Information Technology (MIIT) catalog in June, indicating regulatory clearance for production. MIIT documents describe it as a five-seat derivative of the L90.</p><h2 class="st-heading-2"><strong>Stocktwits Traders Eye A Bottom As Dip Buyers Step In</strong></h2><p>On Stocktwits, retail sentiment for Nio was ‘extremely bullish’ amid ‘extremely high’ message volume.</p><p>One user argued that the recent pullback may have marked a bottom, saying they planned to add more shares and viewed anything below the $7 level as “gold,” noting they had bought Nio around similar prices two years ago.</p><p><stembedurl>https://stocktwits.com/William_Li/message/635995873</stembedurl></p><p>Another user described the decline as a buying opportunity, saying the “big correction” could set up a significant rebound.</p><p><stembedurl>https://stocktwits.com/Popeye3c/message/635992698</stembedurl></p><p><a href="https://stocktwits.com/symbol/NIO">Nio’s U.S.-listed stock</a> has risen 48% so far in 2025.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Customers learn about the ONVO L90 electric vehicle at a shopping mall in Qingdao, Shandong, China on October 15, 2025. 

Nio Stock Slips In Hong Kong After L90’s Explosive Demand Delays L80 SUV To 2026 — Traders Call The Dip A 'Gold' Buying Zone

CEO William Li said the L80’s launch window has shifted to next year because factories are prioritizing output of the fast-selling L90 SUV.

Equity

<ul class="summary-bullets"><li>Civil Aerospace demand strengthened with rising large-engine orders and engine flying hours climbing above pre-pandemic levels.</li><li>Defence and Power Systems added momentum through new Eurofighter activity, microreactor progress, and strong data-centre-driven engine demand.</li><li>Retail traders highlighted the company’s stable fundamentals, cash flow improvements, and upcoming catalysts across nuclear, defence, and wide-body platforms.</li></ul><p>Rolls-Royce drew heavy retail interest on&nbsp;Wednesday&nbsp;after reporting strong momentum in its Civil Aerospace division despite persistent supply chain constraints. The company said demand remained robust, supported by major large-engine orders from IndiGo, Malaysia Airlines and Avolon. Interest in the Trent XWB-97–powered Airbus A350F also continued to build, with new commitments from Air China Cargo and Korean Air.</p><p>Large engine flying hours rose 8% year over year and reached 109% of 2019 levels. Rolls-Royce said durability upgrades for the Trent 1000 and Trent 7000 remain on track for certification by the end of 2025, adding that time-on-wing initiatives are progressing across its maintenance network.</p><h2 class="st-heading-2"><strong>Defence Sees Strong Demand&nbsp;</strong></h2><p>The Defence business reported further momentum, highlighted by progress under the Global Combat Air Programme (GCAP) consortium and the UK’s agreement to export 20 Eurofighter Typhoon aircraft to Turkiye, powered by EJ200 engines.</p><p>Rolls-Royce also highlighted advances on Project Pele, the U.S. government’s transportable microreactor initiative, which the company said remains on schedule as part of its expanding nuclear collaboration in the United States.</p><h2 class="st-heading-2"><strong>Power Systems Benefits From Data Centre Boom&nbsp;</strong></h2><p>Power Systems delivered continued order growth driven by data centres and government customers. Rolls-Royce has said its next-generation engine for high power density, reduced emissions and better fuel consumption was on track for entry into service in 2028.</p><p>The company also said the first 100% methanol high-speed marine engine had completed testing and a fast-start gas generator for data centres was launched for availability in 2026.</p><h2 class="st-heading-2"><strong>Guidance Reaffirmed&nbsp;</strong></h2><p>Despite ongoing global supply chain hurdles, Rolls-Royce reaffirmed its full-year 2025 guidance of £3.1 billion to £3.2 billion in underlying operating profit and £3 billion to £3.1 billion in free cash flow.</p><h2 class="st-heading-2"><strong>Stocktwits Users Flag ‘Healthy’ Fundamentals&nbsp;</strong></h2><p>On Stocktwits, retail sentiment for Rolls-Royce was ‘bullish’ amid ‘high’ message volume.</p><figure class="image"><img style="aspect-ratio:971/143;" src="https://news.stocktwits-cdn.com/rycey_ss_jpg_7695734323.webp" alt="rycey ss.jpg" width="971" height="143"><figcaption>RYCEY sentiment and message volume as of November 13 | Source: Stocktwits</figcaption></figure><p>One user said the update stood out for avoiding “over-exaggerated promises,” adding that the company’s fundamentals and cash flow signaled a “healthy” business with more progress ahead. They said Rolls-Royce “delivers” without relying on promotional language, and added that they were continuing to buy shares monthly as a long-term holding.</p><p><stembedurl>https://stocktwits.com/TheKingsShilling/message/635996835</stembedurl></p><p>Another user described the trading update as “very positive” and said it provided enough momentum for holders to remain patient ahead of the full-year results in February 2026. They identified potential catalysts over the next few months, including Sweden’s decision on small modular reactors, additional orders for wide-body engines, further Eurofighter activity, and the possibility of defense developments involving India.</p><p><stembedurl>https://stocktwits.com/Outrageous_Offer8212/message/635996739</stembedurl></p><p><a href="https://stocktwits.com/symbol/RYCEY">Rolls-Royce’s U.S.-listed stock</a> has surged 120% so far in 2025.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, the logo of Rolls-Royce is seen on a smartphone screen with a steering wheel in the background. (Photo Illustration by Serene Lee/SOPA Images/LightRocket via Getty Images)

Rolls-Royce Retail Frenzy Erupts As New Orders Pour In And Profit Outlook Holds Firm — Bulls Call It A Long-Term Wealth Builder

Civil Aerospace demand strengthened with rising large-engine orders and engine flying hours climbing above pre-pandemic levels.

<ul class="summary-bullets"><li>Canaccord said Viking’s obesity pipeline is worth far more than the current valuation.</li><li>The Metsera outcome renewed investor focus on independent obesity-drug developers, such as Viking.</li><li>Retail traders pointed to potential Phase 3 updates and near-term catalysts.</li></ul><p>Viking Therapeutics shares touched a 10-month high on Wednesday after Canaccord Genuity raised its price target to $107 from $106 and kept a ‘Buy’ rating, saying the stock remains “deeply undervalued” given the value now attributed to Metsera and the more advanced nature of Viking’s obesity pipeline.</p><p>Canaccord views Viking as “a highly appealing asset in the obesity space” and called it “the leading biotech asset in obesity clinical development.”</p><h2 class="st-heading-2"><strong>Metsera Deal Revives Focus On Independent Players</strong></h2><p>The upgrade landed days after Novo Nordisk acknowledged losing its $10 billion bidding battle for obesity-drug developer Metsera to Pfizer. The outcome has intensified investor attention on standalone obesity developers, with Viking seen as one of the most strategically valuable remaining targets.</p><h2 class="st-heading-2"><strong>Retail Traders Reignite Deal Buzz</strong></h2><p>On Stocktwits, where Viking has long been a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/viking-therapeutics-stock-pops-to-nearly-3-month-high-as-retail-traders-intensely-speculate-on-m-and-a-scenarios/cLPIkHdRE5E">retail-driven speculation stock</a>, traders revived familiar themes.</p><p>Some users floated the idea of a $15 billion to $20 billion acquisition, while others advocated for a UnitedHealth partnership or merger, arguing that it could reduce insurer costs and reshape how small-cap biotech deals are structured. Some traders said Eli Lilly may need to make a defensive offer if an insurer moves first, warning it could otherwise threaten Lilly’s obesity franchise.</p><p>Other users argued Viking should stay independent, saying its obesity and MASH programs could support peak sales above $10 billion and a valuation of $50 billion or more. Several traders said the latest rally “feels different,” suggesting momentum may reflect expectations around data, partnership news, or longer-term strategic interest, noting the stock previously surged to around $90 on strong obesity-drug results.</p><h2 class="st-heading-2"><strong>Stocktwits Traders Eye Breakout Toward $43</strong></h2><p>On Stocktwits, retail sentiment for Viking was ‘bullish’ amid ‘high’ message volume.</p><figure class="image"><img style="aspect-ratio:973/139;" src="https://news.stocktwits-cdn.com/vktx_ss_jpg_a3b7d43bca.webp" alt="vktx ss.jpg" width="973" height="139"><figcaption>VKTX sentiment and message volume as of November 12 | Source: Stocktwits</figcaption></figure><p>One user said they expected Viking shares to “lift off to $43” on Thursday, adding that they believed short volume may have been unusually high, with traders “selling small lots back and forth.”&nbsp;</p><p><stembedurl>https://stocktwits.com/NYG4ever/message/635957338</stembedurl></p><p>Another user pointed to chatter from patients and social media suggesting that screening for Viking’s Phase 3 obesity trial had wrapped up weeks earlier, saying there was a chance the company could announce completion of enrollment as soon as Thursday or sometime next week.</p><p><stembedurl>https://stocktwits.com/biolover/message/635994133</stembedurl></p><p><a href="https://stocktwits.com/symbol/VKTX">Viking’s stock</a> has risen 1.3% so far in 2025.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, a person holds a smartphone displaying the logo of Viking Therapeutics on July 19, 2025. (Photo illustration by Cheng Xin/Getty Images)

Viking Therapeutics Stock Soars To 10-Month High After Canaccord Boost – Retail Traders See It As Next Big Obesity Play

Canaccord said Viking’s obesity pipeline is worth far more than the current valuation.

<ul class="summary-bullets"><li>Analysts delivered mixed revisions following the earnings release, with one maintaining its valuation outlook and another lowering its target after reviewing updated guidance.</li><li>The company highlighted continued patient uptake for DefenCath, normal inventory levels, and active pricing discussions with Medicare Advantage plans.</li><li>Upcoming clinical events include Phase III data for Rezzayo antifungal prophylaxis in 2026 and progress on DefenCath’s expansion into new indications.</li></ul><p>CorMedix shares hit a two-month high on Wednesday as the company drew fresh analyst updates following its third-quarter (Q3) results, which were boosted by rising DefenCath demand and initial revenue from the recently acquired Melinta portfolio.</p><p>The stock closed up 2% at $11.42 on Wednesday before slipping 0.2% in after-hours trading.</p><p>D. Boral Capital maintained its price target of $14 per share, while Needham cut its target to $16 from $20 following the results. Both updates followed CorMedix’s Q3 earnings, when the company raised full-year guidance and outlined progress on its integration of Melinta and expansion of DefenCath.</p><h2 class="st-heading-2"><strong>Q3 Earnings Review</strong></h2><p>CorMedix reported $104.3 million in Q3 revenue, up 284% year over year, reflecting accelerating DefenCath adoption and one month of contribution from Melinta’s anti-infective portfolio. Net income rose to $108.6 million, aided by a $59.7 million tax benefit. Adjusted EBITDA reached $71.8 million, turning positive for the first time this year.</p><p>DefenCath, an FDA-approved catheter lock used to reduce bloodstream infections in adults on chronic dialysis, accounted for about 85% of the company’s quarterly revenue, the company said.</p><p>The company raised its full-year pro forma revenue outlook to $390 million–$410 million, up from earlier guidance of at least $375 million, and lifted its adjusted EBITDA guidance to $220 million–$240 million, up from $165 million–$185 million.</p><h2 class="st-heading-2"><strong>Pricing, Reimbursement, And Utilization</strong></h2><p>On the company’s earnings call, the company said DefenCath utilization exceeded 6,000 patients, with inventory levels normal across smaller dialysis centers and large dialysis organizations. However, it noted slight quarter-over-quarter price erosion, offset by volume growth, and said reimbursement visibility will remain dependent on the final End-Stage Renal Disease (ESRD) rule ahead of the post-Transitional Drug Add-on Payment Adjustment (TDAPA) pricing transition in July 2026.</p><p>CorMedix said anecdotal customer feedback indicated noticeable reductions in infection rates and highlighted ongoing price negotiations with Medicare Advantage plans. The company added that real-world evidence data from 2,000 patients is expected later this year.</p><h2 class="st-heading-2"><strong>Integration Running Ahead Of Schedule</strong></h2><p>The Melinta acquisition, closed in August, added an additional revenue stream and a late-stage pipeline. The company said integration of the Melinta acquisition is progressing ahead of expectations, with a $30 million annualized cost benefit targeted by year-end.</p><p>The unified commercial team will begin promoting both DefenCath and Melinta products in January 2026.</p><h2 class="st-heading-2"><strong>Upcoming Catalysts</strong></h2><p>CorMedix expects top-line data from the Phase III ReSPECT study of Rezzayo antifungal prophylaxis in the second quarter of 2026, a program with a potential market opportunity above $2 billion. The Phase III Nutri-Guard trial for patients receiving total parenteral nutrition is expected to be completed in late 2026 or early 2027.</p><p>The company’s year-end cash is projected at roughly $100 million, supported by positive operating cash flow.</p><h2 class="st-heading-2"><strong>Stocktwits Users Flag Possible TDAPA Extension</strong></h2><p>On Stocktwits, retail sentiment for CorMedix was ‘extremely bullish’ amid ‘extremely high’ message volume.</p><figure class="image"><img style="aspect-ratio:973/140;" src="https://news.stocktwits-cdn.com/crmd_ss_jpg_22356aa7d0.webp" alt="crmd ss.jpg" width="973" height="140"><figcaption>CRMD sentiment and message volume as of November 12 | Source: Stocktwits</figcaption></figure><p>One user said they expect the CMS to extend DefenCath’s TDAPA beyond June 30, 2026, and believe an announcement of an additional one to two-year extension could come in a future press release.&nbsp;</p><p><stembedurl>https://stocktwits.com/RyGuy_79/message/635976355</stembedurl></p><p>Another user said they anticipated strong trading the next day, citing rising revenue, a lack of near-term acquisition plans, and additional potential indicators as reasons for optimism.</p><p><stembedurl>https://stocktwits.com/RyGuy_79/message/635965526</stembedurl></p><p><a href="https://stocktwits.com/symbol/CRMD">CorMedix’s stock</a> has risen 41% so far in 2025.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, the CorMedix logo is seen displayed on the screen of a tablet. (Photo Illustration by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

CorMedix Stock Breaks Out To 2-Month High: Analysts Reset Price Targets After Blowout Q3 And Surging DefenCath Demand

The company highlighted continued patient uptake for DefenCath, normal inventory levels, and active pricing discussions with Medicare Advantage plans.

<ul class="summary-bullets"><li>Retail traders turned ‘extremely bullish’ on MoonLake as anticipation builds for potential program updates at the upcoming Inflammatory Skin Disease Summit in New York.</li><li>A recently circulated company deck outlining expected regulatory meetings and trial readouts has fueled expectations for a steady flow of milestones.</li><li>Stocktwits users highlighted growing optimism that 2026 could be a turnaround year for the company.</li></ul><p>Retail chatter around MoonLake Therapeutics spiked on Wednesday as traders looked ahead to potential updates the company could discuss at the 6th Inflammatory Skin Disease Summit, running Nov. 12–15 in New York. The anticipation follows the circulation of a recent&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://ir.moonlaketx.com/static-files/44100116-0646-4882-a132-bba842c2f154">MoonLake deck</a> outlining upcoming milestones for its dermatology and rheumatology programs.</p><h2 class="st-heading-2"><strong>PPP Program</strong></h2><p>MoonLake’s presentation lays out several steps for palmoplantar pustulosis (PPP), a painful inflammatory skin disease with no approved treatments in the U.S. or Europe.</p><p>According to the deck, the company plans to advance sonelokimab into a Phase 3 study involving 400 patients. MoonLake said it has an FDA meeting plan to discuss the Phase 3 design. The presentation also notes that a separate Bimekizumab comparator trial is expected to begin in the fourth quarter (Q4).</p><p>The company reiterated estimates showing PPP could reach a $4 billion–$5 billion market by 2038, based on projected patient growth.</p><h2 class="st-heading-2"><strong>HS Program</strong></h2><p>For hidradenitis suppurativa (HS), MoonLake said a Type B FDA meeting is scheduled for Dec.15, with briefing materials already submitted. The meeting is expected to provide clarity on the potential approval pathway for the drug in HS.</p><p>The company also outlined additional planned readouts, including Week 52 long-term VELA data and subsequent regulatory interactions tied to its biologics license application (BLA). The company’s timeline shows that its HS BLA submission remains on track.</p><h2 class="st-heading-2"><strong>Adolescent HS Program</strong></h2><p>MoonLake’s adolescent program, VELA-TEEN, also features upcoming milestones.</p><p>The company said the Phase 3 study is expected to reach its BLA data cut in the second quarter of 2026. Early interim analyses showed continued progression in response rates through Week 24, with the company noting that the program continues as planned.</p><h2 class="st-heading-2"><strong>Rheumatology Programs</strong></h2><p>MoonLake also stated that Phase 3 psoriatic arthritis data and Phase 2 axial spondyloarthritis results are both expected in 2026.&nbsp;</p><h2 class="st-heading-2"><strong>Stocktwits Users See MoonLake As A ‘Catalyst Machine’&nbsp;</strong></h2><p>On Stocktwits, retail sentiment for MoonLake turned ‘extremely bullish’ amid ‘high’ message volume.</p><figure class="image"><img style="aspect-ratio:972/142;" src="https://news.stocktwits-cdn.com/mltx_ss_jpg_c6e2e4e696.webp" alt="mltx ss.jpg" width="972" height="142"><figcaption>MLTX sentiment and message volume as of November 12 | Source: Stocktwits</figcaption></figure><p>One user said the last MoonLake conference had been followed by several analyst upgrades and suggested that institutions.</p><p><stembedurl>https://stocktwits.com/LouKojak/message/635989911</stembedurl></p><p>Another user described MoonLake as “the comeback story of 2026.” A third user said a slide in the company’s deck signaled that MoonLake would be releasing confirmed data, FDA decisions, and trial readouts every 30–60 days, calling it “a nonstop catalyst machine through 2026.”&nbsp;</p><p><stembedurl>https://stocktwits.com/Creisi/message/635988135</stembedurl></p><p><stembedurl>https://stocktwits.com/Carbarcarbar/message/635986888</stembedurl></p><p>A fourth user said the stock had traded around $65 before the newest evidence and argued it would move past that level as more milestones approach, calling MoonLake “the best buy in biopharma.”&nbsp;</p><p><stembedurl>https://stocktwits.com/Creisi/message/635986475</stembedurl></p><p><a href="https://stocktwits.com/symbol/MLTX">MoonLake’s stock</a> has declined 76% so far in 2025.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, a MoonLake Immunotherapeutics company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

MoonLake Therapeutics Stock Sparks Retail Frenzy Ahead Of New York Summit — Traders See 'Nonstop Catalysts' Through 2026

Retail traders turned ‘extremely bullish’ on MoonLake as anticipation builds for potential program updates at the upcoming Inflammatory Skin Disease Summit in New York.

<ul class="summary-bullets"><li>RV Tech reported steady progress on its scalable EV software platform, with winter testing across VW, Audi, and Scout models set for early 2026.</li><li>Volkswagen said future EVs will use Rivian’s zonal architecture, with the ID. EVERY1 planned for production in 2027.</li><li>Stocktwits users pointed to Rivian’s broader tech potential and noted the timing window created by Tesla's Model Y refresh ahead of the R2 launch.</li></ul><p>Retail chatter spiked around Rivian on Wednesday after the company and Volkswagen Group released updated details on the first-year progress of RV Tech, their joint venture developing an EV electrical and software platform that Volkswagen has said it needs to compete with Tesla and Chinese rivals.</p><h2 class="st-heading-2"><strong>Platform Designed For Scalability</strong></h2><p>RV Tech said it has made solid progress on the EV electrical and software platform and is focused on delivering models for both companies. The JV said it is also keeping communication open with third parties about the scalability of its platforms, Bloomberg&nbsp;<a href="https://stocktwits.com/symbol/RIVN">reported</a>.</p><p>Rivian’s software chief and RV Tech co-chair Wassym Bensaid said the JV is “solving a problem for the larger automotive industry” and said this “could become an opportunity” for other companies. He added that potential earnings from licensing the technology would have “a very different margin profile” compared with manufacturing vehicles.</p><p>The platform is designed to scale across multiple vehicle sizes and segments in Western markets.</p><h2 class="st-heading-2"><strong>Winter Testing Planned For 2026</strong></h2><p>RV Tech said winter testing will begin in the first quarter of 2026 on Audi, Volkswagen, and Scout models. Volkswagen separately said its electric models from Volkswagen, Audi, and Scout Motors would begin winter testing in the same period to assess performance in extreme cold conditions, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://eletric-vehicles.com/rivian/rivian-vw-joint-venture-test-first-volkswagen-id-1-prototypes-in-california/">report</a> by EV.</p><p>Volkswagen added that prototypes of the ID.1 compact EV are already undergoing testing at RV Tech facilities in Palo Alto and Irvine, California. The ID.1 is expected to be the first Volkswagen model to debut the new software, with production targeted for 2027.</p><h2 class="st-heading-2"><strong>Volkswagen Confirms Use Of Rivian Architecture Across Future EVs</strong></h2><p>Volkswagen confirmed it will adopt Rivian’s zonal architecture and software stack for its future EVs. The Scalable Systems Platform (SSP) is expected to be deployed across up to 30 million vehicles across multiple Volkswagen Group brands and price segments.</p><p>The joint venture combines engineers and software developers from both companies and uses Rivian’s centralized electronics layout with fewer computing units, which Volkswagen said is intended to simplify development and lower costs.</p><h2 class="st-heading-2"><strong>Model Rollout Timeline</strong></h2><p>The first vehicle to use the new platform will be Rivian’s R2 SUV, set to debut early next year. Volkswagen’s compact EV, the ID. EVERY1, expected to cost around 20,000 euros, will follow in 2027, with additional Scout-branded vehicles after that.&nbsp;</p><h2 class="st-heading-2"><strong>Stocktwits Traders Point To Tesla Parallels</strong></h2><p>On Stocktwits, retail sentiment for Rivian was ‘extremely bullish’ amid ‘extremely high’ message volume.</p><figure class="image"><img style="aspect-ratio:973/141;" src="https://news.stocktwits-cdn.com/rivn_ss_jpg_922ae99023.webp" alt="rivn ss.jpg" width="973" height="141"><figcaption>RIVN sentiment and message volume as of November 12 | Source: Stocktwits</figcaption></figure><p>One user said the Volkswagen–Rivian update changed how they viewed Rivian, noting that Volkswagen may apply the joint technology to gasoline models as well as EVs. The user added that many still view Rivian only as a carmaker, but said they believe the company’s role could extend beyond that, drawing a comparison to how some investors describe Tesla.</p><p><stembedurl>https://stocktwits.com/BackFromFuture/message/635983747</stembedurl></p><p>Another user said Tesla’s recent Model Y refresh,&nbsp;which took place before Rivian’s R2 launch, could benefit Rivian, arguing that it gives the company an opening to add more features to the R2 to help differentiate it.</p><p><stembedurl>https://stocktwits.com/greed_is_good/message/635975033</stembedurl></p><p><a href="https://stocktwits.com/symbol/RIVN">Rivian’s stock</a> has risen 32% so far in 2025.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

A Rivian charges outside of Blink Charging's new flagship manufacturing facility in Bowie, Md., on Monday March 11, 2024. (Tom Williams/CQ-Roll Call, Inc via Getty Images)

Rivian Stock Draws Retail Buzz As Volkswagen-Backed EV Software Platform Set For Winter Testing Next Year

Volkswagen said future EVs will use Rivian’s zonal architecture, with the ID. EVERY1 planned for production in 2027.

<ul class="summary-bullets"><li>Shah Capital increased its stake to about 8.3% and said the gap between Novavax’s scientific potential and its commercial results has become “striking.”</li><li>The fund urged the board to form a committee to evaluate alternatives and hire an investment bank, saying the company’s execution and market share have fallen far short of expectations.</li><li>Retail traders on Stocktwits voiced frustration with leadership, with some calling for shareholder coordination to support Shah’s campaign.</li></ul><p>Novavax’s retail traders turned cautious on Stocktwits as activist investor Shah Capital escalated its campaign for sweeping changes at the vaccine maker, warning it may launch a proxy fight if the board does not act within four months.</p><h2 class="st-heading-2"><strong>Shah Capital Presses For A Sale</strong></h2><p>Shah Capital, Novavax’s second-largest shareholder, sent its second letter to the board in less than a month, saying it has become “increasingly disenchanted” with the company’s weak sales of its protein-based Covid-19 vaccine. In an interview, fund founder Himanshu Shah said that if he does not see progress within the next four months, “then I think that is definitely a potential for a proxy fight,” according to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/legal/transactional/shah-capital-pushes-novavax-sale-warns-proxy-fight-2025-11-12/">report</a>.</p><p>The fund said it still believes in Novavax’s science and has raised its stake to about 8.3%, up from 7.2% in October. However, it said it remains “at a complete loss” over the disappointing commercial performance of Novavax’s vaccine, which sold roughly 120,000 doses through Oct. 31 during the 2025–2026 season, compared with 14.5 million doses sold by two competitors over the same period.</p><p>Shah Capital said the “disconnect between potential and execution is striking,” and questioned whether Novavax and its commercial partner were showing “a profound lack of competence or intentionally underperforming.” It urged the board to immediately form a committee to evaluate strategic alternatives, including a sale, and to hire an investment bank to support the process. The fund has previously named Sanofi, Merck, GSK and AstraZeneca as potential buyers, though it said it has not contacted them.</p><h2 class="st-heading-2"><strong>Company Performance And Delays Add Pressure</strong></h2><p>Earlier this month, Novavax pushed back its profitability target to 2028, a year later than previously expected. Shah said the company must reduce its high cost base, deliver operational profitability next year, and conduct more comprehensive trials. He valued the company at $5 billion to $10 billion, compared with a current market capitalization of about $1.21 billion, according to LSEG data.</p><h2 class="st-heading-2"><strong>Stocktwits Traders Voice Frustration</strong></h2><p>On Stocktwits, retail sentiment for Novavax was ‘neutral’ amid ‘normal’ message volume.</p><figure class="image"><img style="aspect-ratio:974/141;" src="https://news.stocktwits-cdn.com/nvax_ss_jpg_71e1c4d6a0.webp" alt="nvax ss.jpg" width="974" height="141"><figcaption>NVAX sentiment and message volume as of November 12 | Source: Stocktwits</figcaption></figure><p>One user argued that Novavax’s leadership had mishandled the company’s commercial and operational execution, saying the CEO should take responsibility for the company’s small market share despite having what they viewed as a strong&nbsp;COVID-19 vaccine.</p><p><stembedurl>https://stocktwits.com/chloeworld5/message/635980396</stembedurl></p><p>Another user urged fellow retail investors to contact Shah Capital and state how many shares they own, saying they planned to show support for a potential sale of the company.</p><p><stembedurl>https://stocktwits.com/BiggBoy/message/635976305</stembedurl></p><p>A third user&nbsp;strongly backed Shah Capital’s campaign and said they were prepared to support the activist as a shareholder, while criticizing the company’s current leadership.</p><p><stembedurl>https://stocktwits.com/zulutrix/message/635972537</stembedurl></p><p><a href="https://stocktwits.com/symbol/NVAX">Novavax’s stock</a> has declined 10% so far in 2025.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, a medical syringe is displayed on a screen, and the logo of Novavax in the background. (Photo Illustration by Nikos Pekiaridis/SOPA Images/LightRocket via Getty Images)

Novavax Stock Faces Retail Backlash As Shah Capital Warns Of Proxy Fight And Presses For A Sale

Shah Capital increased its stake to about 8.3% and said the gap between Novavax’s scientific potential and its commercial results has become “striking.”

<ul class="summary-bullets"><li>Clear Street cut its price target to $7 from $93, saying KRRO-110 failed to reach protective protein levels in its Phase 1/2 study for Alpha-1 Antitrypsin Deficiency.</li><li>Korro said differences between healthy volunteers and patients guided its pivot to a GalNAc delivery approach, with a new AATD candidate expected in early 2026.</li><li>Retail traders on StockTwits pointed to the company’s cash position and second pipeline program.</li></ul><p>Korro Bio shares crashed over 75% after-hours on Wednesday after analysts downgraded the stock and the company said it would cut about 34% of its workforce following disappointing results from its lead drug for Alpha-1 Antitrypsin Deficiency (AATD), a rare genetic condition in which the liver does not make enough of a protein needed to protect the lungs.</p><h2 class="st-heading-2"><strong>Analyst Downgrades&nbsp;</strong></h2><p>Clear Street downgraded Korro Bio to ‘Hold’ from ‘Buy’ and cut its price target to $7 from $93. The analyst said KRRO-110 failed to&nbsp;achieve protective levels of the corrected protein in its Phase 1/2 trial for Alpha-1 Antitrypsin Deficiency, leading to the discontinuation of development. The analyst also said that with the step back in timeline and the move away from its lipid nanoparticles (LNP) delivery approach, Korro’s positioning in the disorder is “compromised.”</p><p>Cantor Fitzgerald also downgraded the stock, moving its rating to ‘Neutral’ from ‘Overweight’.</p><h2 class="st-heading-2"><strong>Lead Drug Falls Short In Early Trial</strong></h2><p>Korro said KRRO-110 did produce functional protein in patients with Alpha-1 Antitrypsin Deficiency, but did not reach the levels it predicted from earlier preclinical work. The company said differences between healthy volunteers and AATD patients contributed to its pivot toward a new delivery approach called GalNAc. A new AATD development candidate using this approach is expected in the first half of 2026.</p><h2 class="st-heading-2"><strong>Pipeline Pivot</strong></h2><p>Korro also nominated KRRO-121, a GalNAc-conjugated RNA-editing therapy designed for patients with hyperammonemia. The company plans to move the program into clinical testing in the second half of 2026.</p><h2 class="st-heading-2"><strong>Workforce Reduction&nbsp;</strong></h2><p>Korro said it will reduce its workforce by nearly 34%, with the cuts affecting all levels of the organization. The company said the restructuring is expected to extend its cash runway into the second half of 2027, giving it sufficient capital to deliver clinical data from KRRO-121, advance at least one additional program, and conduct partnership discussions to broaden pipeline development.</p><p>Korro also said it expects to incur about $2.4 million in one-time restructuring charges, including employee severance, benefits, and related termination costs, most of which it expects to recognize during the fourth quarter of 2025.</p><h2 class="st-heading-2"><strong>Executive Exit</strong></h2><p>Korro said Chief Medical Officer Kemi Olugemo resigned, effective Wednesday. The company ended the third quarter with $102.5 million in cash, cash equivalents, and marketable securities. Collaboration revenue for the period was $1.1 million, and net loss totaled $18.1 million.</p><h2 class="st-heading-2"><strong>Stocktwits Users Flag Cash Position&nbsp;</strong></h2><p>On Stocktwits, retail sentiment for Korro was ‘extremely bullish’ amid ‘extremely high’ message volume, placing it among the top five trending equities on the platform.&nbsp;</p><figure class="image"><img style="aspect-ratio:970/145;" src="https://news.stocktwits-cdn.com/krro_ss_jpg_f7790cba96.webp" alt="krro ss.jpg" width="970" height="145"><figcaption>KRRO sentiment and message volume as of November 12 | Source: Stocktwits</figcaption></figure><p>One user suggested the stock could recover toward $10 in the morning, noting the company has ample cash and another program in development that could resonate with investors.</p><p><stembedurl>https://stocktwits.com/murphylaw/message/635974154</stembedurl></p><p>Another user said the pullback was a buying opportunity, arguing that the company has significant cash on hand and a second product in the pipeline.</p><p><stembedurl>https://stocktwits.com/murphylaw/message/635976345</stembedurl></p><p><a href="https://stocktwits.com/symbol/KRRO">Korro’s stock</a> has declined 17% so far in 2025.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Korro’s stock (KRRO) has declined 17% so far in 2025. (Photo credit: Getty Images)

Korro Bio Stock Crashes Over 75% After-Hours On Drug Failure, Downgrades And Layoffs — Yet Retail Flags ‘Buy-The-Fear’ Setup

Clear Street cut its price target to $7 from $93, saying KRRO-110 failed to reach protective protein levels in its Phase 1/2 study for Alpha-1 Antitrypsin Deficiency.

<ul class="summary-bullets"><li>Lilly is reportedly shifting its 50,000 employees to Rightway, a fintech-driven pharmacy benefit manager, starting January 1.</li><li>The move follows CVS Caremark’s decision to drop Lilly’s Zepbound from its preferred list in favor of Novo Nordisk’s Wegovy.</li><li>Retail traders on Stocktwits described the split as a power shift in the growing clash between major drugmakers and PBMs.</li></ul><p>Eli Lilly shares rose 0.4% in pre-market hours on Wednesday after a report said the company will move its employee pharmacy benefits away from CVS Health’s Caremark unit, following a dispute over coverage of its blockbuster weight-loss drug Zepbound.</p><h2 class="st-heading-2"><strong>Lilly to Shift Employee Drug Coverage</strong></h2><p>Eli Lilly is reportedly replacing CVS Health Corp.’s drug-benefit plan for its roughly 50,000 employees with a new arrangement managed by Rightway, a privately held pharmacy-benefit manager, Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-11-12/lilly-drops-cvs-drug-plan-for-workers-after-novo-obesity-deal">reported</a>.</p><p>The switch will take effect on January 1, automatically enrolling Lilly workers covered under the company’s health plan into the new pharmacy benefit manager (PBM). The move comes after CVS Caremark dropped Lilly’s Zepbound from its preferred-drug list earlier this year in favor of Novo Nordisk’s Wegovy, a rival weight-loss medication.</p><h2 class="st-heading-2"><strong>Cost Dispute Behind The Split</strong></h2><p>CVS Health previously said its decision to prioritize Wegovy was part of an effort to cut costs for plan sponsors by negotiating the two drugmakers against each other. Plans that include both Wegovy and Zepbound remain available, but at a higher cost, according to the company.</p><p>Lilly’s reported shift follows concerns that CVS’s coverage changes could hurt Zepbound sales by limiting patient access through employer health plans.</p><h2 class="st-heading-2"><strong>Rightway To Manage New Benefits</strong></h2><p>Rightway, the fintech-driven PBM chosen by Lilly, confirmed its new partnership, saying it was “excited to enable innovative, best-in-class benefits” for the drugmaker’s employees and retirees.</p><p>Lilly CEO Dave Ricks also referenced the change in a recent podcast, saying the company had moved from a “traditional” PBM to a newer, technology-focused provider.</p><h2 class="st-heading-2"><strong>GLP-1 Rivalry Intensifies</strong></h2><p>The decision adds a new chapter to the ongoing competition between Lilly and Novo Nordisk, whose GLP-1-based drugs have transformed the obesity-treatment market.&nbsp;</p><p>CVS’ partnership with Novo Nordisk also allows it to sell Wegovy directly to cash-paying customers for about $499 per month at its pharmacies.</p><h2 class="st-heading-2"><strong>Stocktwits Traders See Lilly’s Exit As Blow To CVS’s PBM Dominance</strong></h2><p>On Stocktwits, retail sentiment for Eli Lilly was ‘extremely bullish’ amid ‘high’ message volume.</p><figure class="image"><img style="aspect-ratio:968/142;" src="https://news.stocktwits-cdn.com/lly_ss_jpg_75b1acfbad.webp" alt="lly ss.jpg" width="968" height="142"><figcaption>LLY sentiment and message volume as of November 12 | Source: Stocktwits</figcaption></figure><p>One user said CVS appeared to be under pressure after Eli Lilly ended its employee drug plan with the pharmacy chain. The user viewed the move as a strategic response to CVS Caremark’s earlier decision to exclude Lilly’s weight-loss drug from coverage, describing it as part of a broader pushback by major drugmakers against pharmacy-benefit managers and a reputational setback for CVS.</p><p><stembedurl>https://stocktwits.com/TradeThePool/message/635839060</stembedurl></p><p><a href="https://stocktwits.com/symbol/LLY">Eli Lilly’s stock</a> has risen 29% so far in 2025.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

A sign with the company logo sits outside of the headquarters campus of Eli Lilly and Company on March 17, 2024 in Indianapolis, Indiana. (Photo by Scott Olson/Getty Images)

Eli Lilly Stock Jumps Premarket On Dumping CVS Drug Plan After Wegovy Snub — Retail Calls It A Pushback Against PBM Power

Lilly is reportedly shifting its 50,000 employees to Rightway, a fintech-driven pharmacy benefit manager, starting January 1.

<ul class="summary-bullets"><li>Tesla’s new long-range Model Y in China drew heavy demand, with orders equal to three weeks of Shanghai factory capacity on launch day.</li><li>In South Korea, the company is set to debut FSD Supervised while facing government pressure over battery failures affecting about 4,500 vehicles.</li><li>Regulators have warned Tesla could lose EV subsidies worth up to 5.8 million won per car if it fails to resolve the issue.</li></ul><p>Tesla’s renewed push across Asia is gaining traction, with strong early demand for its new long-range Model Y in China and an upcoming FSD Supervised rollout in South Korea, even as the company faces mounting pressure over widespread battery failures that threaten its subsidy eligibility.</p><h2 class="st-heading-2"><strong>Model Y Draws Fresh Momentum In China</strong></h2><p>Tesla’s new five-seat long-range Model Y has sparked a surge of buying interest in China, marking one of its strongest launches this year. Orders for the 821-kilometer CLTC-range variant reached roughly three weeks of production capacity at Tesla’s Shanghai Gigafactory on launch day, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cnevpost.com/2025/11/12/821-km-model-y-reignites-chinese-consumer-interest-tesla/">report</a> by CnEVPost.</p><p>In Beijing, about 400 units were sold last Saturday alone, with sales staff saying nearly half of store visitors came specifically to inquire about the new model, despite no test-drive or display cars being available.</p><p>Priced from 288,500 yuan ($40,520), the version is equipped with a 78.4 kWh battery from LG Energy Solution, also found in the Model 3 long-range version. Delivery time was initially two to four weeks at launch, but stretched to six weeks as of the weekend, indicating strong preorders.</p><p>The launch comes at a critical time for Tesla, whose retail sales in China fell sharply to 26,006 units in October, marking the lowest level since November 2022. The decline caused Tesla’s share of China’s new energy vehicle market to drop to 2.03%, slipping out of the top 10 for the first time in over two years.</p><h2 class="st-heading-2"><strong>FSD Supervised Expansion In South Korea Amid Battery Backlash</strong></h2><p>Tesla is getting ready to launch its FSD Supervised driver-assistance system in South Korea, bringing its AI-powered technology to one of its most important Asian markets. However, the rollout comes at a tense moment for the company, which is under mounting pressure from both regulators and frustrated owners over widespread battery failures affecting nearly 4,500 cars, mostly 2021 Model 3 and Model Y vehicles, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://electrek.co/2025/10/14/tesla-is-at-risk-of-lossing-subsidies-in-korea-over-widespread-battery-failures/">report</a> by Electrek.</p><p>The problem stems from a battery management system error that caps the maximum charge at 50%, cutting driving range in half. Some owners say the issue has persisted even after battery replacements, claiming Tesla used refurbished packs instead of new ones. While early cases were fixed under warranty, many owners are now facing repair bills of more than 30 million won ($22,000) once coverage expires.</p><h2 class="st-heading-2"><strong>Government Threatens Subsidy Suspension</strong></h2><p>South Korea’s Citizens United for Consumer Sovereignty has demanded a full recall and government investigation, calling the issue a major defect. The Ministry of Environment has warned Tesla Korea that failure to resolve the issue could result in suspension of EV subsidies, which can reach 5.8 million won ($3,950) per vehicle.</p><p>A ministry official reportedly said that the agency has “requested a clear response” from Tesla Korea but has yet to receive one, adding, “We cannot justify providing public funds for vehicles that disadvantage consumers.”</p><h2 class="st-heading-2"><strong>Stocktwits Users ‘Extremely Bullish’ Mood</strong></h2><p>On Stocktwits, retail sentiment for Tesla was ‘extremely bullish’ amid ‘high’ message volume.</p><figure class="image"><img style="aspect-ratio:968/138;" src="https://news.stocktwits-cdn.com/tsla_ss_jpg_4e361b2e8b.webp" alt="tsla ss.jpg" width="968" height="138"><figcaption>TSLA sentiment and message volume as of November 12 | Source: Stocktwits</figcaption></figure><p><a href="https://stocktwits.com/symbol/TSLA">Tesla’s stock</a> has risen 9% so far in 2025.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

Shoppers walk past a Tesla showroom displaying various electric vehicle models on May 31, 2025, in Chongqing, China. (Photo by Cheng Xin/Getty Images)

Tesla’s Big Asia Play — China’s Model Y Boom And Korea’s FSD Supervised Rollout Signal Strong Regional Comeback

Tesla’s new long-range Model Y in China drew heavy demand, with orders equal to three weeks of Shanghai factory capacity on launch day.