SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovances raised full-year revenue outlook, attributed to stronger U.S. demand for Amtagvi and Proleukin, is driving the rally, with traders viewing it as evidence of growing commercial traction. The conversation also looks ahead to NSCLC and other pipeline data, while some caution about overbought conditions and debate whether short-covering is amplifying the move; squeeze and buyout talk remains speculative.

Fair Isaac Corp. engages in the provision of decision management solutions. It operates through the Software and Scores segments. The Software segment includes pre-configured analytic and decision management solutions designed for a specific type of business need or process. The Scores segment focuses on business-to-business scoring solutions and services, business-to-consumer scoring solutions and services including myFICO solutions for consumers and associated professional services. The company was founded by Bill Fair and Earl Isaac in 1956 and is headquartered in San Jose, CA.

Fair Isaac Corp.

Fair, Isaac Corp.

Regulatory and competitive pressure on FICOs mortgage-scoring business is driving the selloff: traders point to Fannie Mae and Freddie Mac allowing VantageScore alongside FICO, alongside scrutiny of FICOs pricing, including a Senate investigation. The community is divided between seeing this as a serious threat to FICOs pricing power and mortgage-market moat and viewing the decline as an overreaction to competition that may take time to affect the business.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas selection for a U.S. Army program to develop 10 kV silicon-carbide power semiconductors is driving attention, with bulls viewing it as technology validation and bears questioning its near-term revenue impact because the programs financial terms were not disclosed. Traders are also debating the sharp reversal after the initial jump, with some attributing it to shorting or manipulation and others calling it a sell-the-news reaction.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

TLT is under pressure as long-term Treasury yields surge amid persistent inflation concerns, heavy government borrowing, and expectations that rates will stay higher or rise further. Traders are split between viewing the selloff as an oversold buying opportunity and expecting further losses, while debating whether elevated yields could eventually weigh on stocks.

Carnival Corp. Ltd. engages in the operation of cruise ships. It operates through the following business segments: North America Cruise Operations, Europe Cruise Operations, Cruise Support, and Tour and Others. The North America Cruise Operations segment includes the Carnival Cruise Line, Holland America Line, Princess Cruises, and Seabourn. The Europe Cruise Operations segment consists of AIDA, Costa, Cunard, and P&O Cruises (UK). The Cruise Support segment represents port destinations and private islands for the benefit of its cruise brands. The Tour and Other segment operates hotel and transportation operations of Holland America Princess Alaska Tours. The company was founded in 1972 and is headquartered in Miami, FL.

Carnival Corporation Ltd.

Carnival Corp

Carnivals quarterly results topped expectations, with record booking occupancy and pricing for 2027 and an improved full-year outlook driving a sharp rally. Bulls welcomed the demand and cost-control commentary, while some traders remained cautious about elevated fuel costs and softer fourth-quarter earnings expectations.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reports of Reddits fastest monthly user growth this year have sparked a bullish rebound, with traders viewing improving user metrics as easing concerns about U.S. audience growth. Others remain cautious about the stocks weak price action and uncertainty around AI-data licensing and monetization.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

Rising Treasury yields and expectations for further Fed rate hikes are weighing on rate-sensitive small caps, with traders highlighting IWMs underperformance versus large-cap tech. The conversation is split between calls for more downside and hopes that oversold conditions could support a bounce, particularly if yields and oil-related inflation pressures ease.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Surging Treasury yields and a sharp bond selloff are dominating SPY discussion, with traders worried that higher borrowing costs and persistent inflation or debt concerns could pressure equities. The mood is divided between bearish calls for further declines and dip buyers pointing to the markets resilience and tech support.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Jobys Texas eIPP flights, autonomous-flight demonstrations and progress toward final-stage FAA certification are drawing attention as steps toward future commercial operations. Bulls view the milestones as validation, while skeptics focus on the stocks continued weakness, cash burn, potential dilution and the uncertain certification timeline.

Armada Acquisition Corp. II is a blank check company, which engages in the purpose of effecting a merger, share exchange, asset acquisition, share purchase, recapitalization, reorganization or other similar business combinations with one or more businesses. The company was founded on October 3, 2024 and is headquartered in Miami, FL.

Armada Acquisition Corp. II - Ordinary Shares- Class A

Evernorth Holdings Inc.

Evernorths merger and planned Nasdaq listing under XRPN, alongside its proposed XRP treasury strategy, are driving attention as traders react to the registration filing and trading halts. The community is largely bullish on the potential XRP exposure and warrants, while some remain cautious about merger completion, redemptions, and valuation.

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

$ENPH 0 chance if a rate cut in site with trumps war in iran.

At least we will see oil at 90-100$ a barrel so so eveeyone can pay +5$ a gallon.

Natural gas will probably hit 5-6$

Good thing we have all those oil subsidies as well.

S.Lionel McAuley

doug benson

StockTwits For Android 

Enphase Energy Inc

 0 chance if a rate cut in site with trumps war in iran.

At least we will see oil at 90-100$ a barrel so so eveeyone can pay +5$ a gallon.

Natural gas will probably hit 5-6$

Good thing we have all those oil subsidies as well.

Snorticus

@Snorticus  
2026 will see multiple rate cuts. 
 NatGas is trending higher. 
 The EU appears resolved to be free of Russian gas.  
US LNG will displace the Russian supply and help correct the perceived trade imbalance with the US. 
The drone threat to infrastructure will shift a greater energy policy awareness to distributed Solar and Storage. 
EU political leadership is more inclined to double down on distributed energy production and harden against the drone threat. 
EU rates are much lower than the US.  
Conditions for Solar and Storage are optimal. 
$SEDG has a leg up on $ENPH in the EU. 
SMA Solar,($SMTGF) the EU is home turf. 
California&#39;s new home construction mandates solar. 
 
$SPWR and $ENPH should thrive in the California market. 
Utility rates continue to reach higher. 
+300 counties and cities in California are using the DOE SolarAPP+ to streamline permitting. Costs are trending lower in the SolarAPP+ subscribing geographies.

Lisa

A.B.C. of investing

Turre

StockTwits Web

Solaredge Technologies Inc

Sma Solar Technology

Sunpower Corp

  
2026 will see multiple rate cuts. 
 NatGas is trending higher. 
 The EU appears resolved to be free of Russian gas.  
US LNG will displace the Russian supply and help correct the perceived trade imbalance with the US. 
The drone threat to infrastructure will shift a greater energy policy awareness to distributed Solar and Storage. 
EU political leadership is more inclined to double down on distributed energy production and harden against the drone threat. 
EU rates are much lower than the US.  
Conditions for Solar and Storage are optimal. 


) the EU is home turf. 
California's new home construction mandates solar. 
 


 should thrive in the California market. 
Utility rates continue to reach higher. 
+300 counties and cities in California are using the DOE SolarAPP+ to streamline permitting. Costs are trending lower in the SolarAPP+ subscribing geographies.