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Greenwich LifeSciences, Inc. engages in the development of a breast cancer immunotherapy designed to prevent the recurrence of breast cancer following surgery. The company was founded by Eric Rothe on August 29, 2006 and is headquartered in Stafford, TX.

Greenwich LifeSciences Inc

Greenwich LifeSciences (GLSI) is trending following FDA clearance to use its commercially manufactured GP2 lot in the Phase III FLAMINGO-01 trial, a crucial manufacturing milestone for its breast cancer immunotherapy. The community is actively discussing this as a significant de-risking event for the company's Biologics License Application, fueling speculation around a potential short squeeze due to high borrow rates and a notably tight float. Investor sentiment is further buoyed by observed consistent insider buying, reinforcing confidence in the stock's future trajectory.

SU Group Holdings Ltd. engages in the provision of security-related engineering services, and security guarding and screening services. It operates through the Security-Related Engineering Services and Security Guarding and Screening Services segments. The company was founded by Ming Chan in 1998 and is headquartered in Hong Kong.

SU Group Holdings Ltd. - Ordinary Shares - Class A

SU Group Holdings Ltd

SU Group Holdings Ltd (SUGP) is trending due to intense community discussion centered on its ultra-low share float and significant short interest, leading to strong speculation about a potential short squeeze. Traders are keenly drawing comparisons to past high-volatility runners within the "Hong Kong low float" theme, with sentiment further fueled by a high cost to borrow and anticipation of upcoming earnings or contract news as potential catalysts for a substantial price movement. The company's recent fiscal year financial results reporting revenue growth in security-related engineering services also contribute to the bullish sentiment among market participants.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is a major talking point following news of a Neutron rocket tank rupture during qualification testing. The community is split, with many highlighting it as a standard and intentional stress test crucial for validating structural limits, akin to industry peers, while others are concerned about potential development delays. This critical step for the future Neutron rocket is unfolding amidst Rocket Lab's strong Electron launch cadence and growing defense sector presence.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is experiencing significant bullish momentum after the U.S. government, via NOAA, streamlined deep-sea mining permits, signaling a faster path to commercial recovery for critical minerals. This regulatory de-risking, coupled with an upcoming Congressional hearing featuring TMC's CEO, is driving community discussions around national security priorities, long-term value, and the potential for a substantial short squeeze.

Janux Therapeutics, Inc. operates a preclinical stage biopharmaceutical company which engages in developing therapeutics based on the Tumor Activated T Cell Engager platform technology. The company was founded by David Campbell in June 2017 and is headquartered in San Diego, CA.

Janux Therapeutics Inc

Janux Therapeutics is currently trending as investors debate its valuation following updates on its JANX008 study and subsequent analyst re-ratings, which occurred after prior mixed data from its JANX007 program caused a significant price decline. The community is heavily focused on the stock trading below its cash value, fueling discussions around a potential short squeeze and persistent rumors of a Merck buyout. Despite some frustration with market action and management, many believe the stock is oversold and poised for a rebound, reflecting the volatile nature of clinical-stage biotech.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap Inc. is trending as investors anticipate its upcoming Q4 earnings report, with community sentiment sharply divided between hopes for AR/AI advancements and concerns over historical post-earnings declines. The company also faces increasing scrutiny regarding potential global social media bans for minors, which is adding significant regulatory pressure to its user growth outlook, while ongoing discussions about CEO share sales continue to fuel investor debate.

Mobileye Global, Inc. engages in the business of developing and deploying driver assistance systems and autonomous driving technologies and solutions. It operates under the Mobileye and Other segments. The company was founded by Amnon Shashua and Ziv Aviram in 1999 and is headquartered in Jerusalem, Israel.

Mobileye Global Inc - Ordinary Shares - Class A

MOBILEYE GLOBAL INC

Mobileye is trending following its earnings report, which delivered revenue declines and cautious 2026 guidance, alongside a strategic acquisition of Mentee Robotics to expand into humanoid AI. Community sentiment is deeply divided, with many expressing frustration over the stock's continued decline despite this expansion and an earlier major US automaker deal. Investors are grappling with whether the stock is significantly undervalued or experiencing sustained selling pressure, amidst concerns about valuation and market perception.

Procter & Gamble Co. engages in the provision of branded consumer packaged goods. It operates through the following segments: Beauty, Grooming, Health Care, Fabric and Home Care, and Baby, Feminine and Family Care. The Beauty segment offers hair, skin, and personal care. The Grooming segment consists of shave care like female and male blades and razors, pre and post shave products, and appliances. The Health Care segment includes oral care products like toothbrushes, toothpaste, and personal health care such as gastrointestinal, rapid diagnostics, respiratory, and vitamins, minerals, and supplements. The Fabric and Home care segment consists of fabric enhancers, laundry additives and detergents, and air, dish, and surface care. The Baby, Feminine and Family Care segment sells baby wipes, diapers, and pants, adult incontinence, feminine care, paper towels, tissues, and toilet paper. The company was founded by William Procter and James Gamble in 1837 and is headquartered in Cincinnati, OH.

Procter & Gamble Co.

Procter & Gamble is a major talking point after its recent Q2 earnings report and the CFO's remarks about a "tougher context" for the U.S. business due to nervous consumers and increased competition. The community is debating PG's ability to maintain organic sales growth and margins amidst tariff headwinds, with some seeing it as a defensive buy and others concerned about its valuation. This has sparked a broader conversation about shifts in consumer spending and the resilience of staples in a volatile market.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is surging due to recent positive five-year follow-up data from its personalized cancer vaccine trial with Merck, demonstrating a significant reduction in melanoma recurrence risk. This breakthrough is driving community discussions about the transformative potential of mRNA technology in oncology and its broader pipeline, with many reassessing the company's long-term valuation.

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 is trending due to strong speculation about an upcoming IPO for its AI chip unit, T-Head, coupled with its deepening integration of AI across core services like Taobao with its Qwen app. The community is largely bullish on these AI initiatives, anticipating a significant rally and a re-rating of Chinese tech names. This narrative positions Alibaba as a key player in China's burgeoning AI growth story, though some market participants remain cautious of broader geopolitical and economic headwinds.

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<ul class="summary-bullets"><li>Wood’s purchase comes as NFLX has already dropped 9% in the new year.</li><li>The Warner Bros. deal and concerns around 2026 expenses are overhangs for the NFLX stock.</li><li>In other trades, Wood offloaded some Pinterest stock and bought Tempus AI shares.</li></ul>Netflix, Inc. shares gained a modest 0.3% in Wednesday’s extended trading,&nbsp;after losing over 2% in the regular session. Amid the dip, Cathie Wood’s ARK Investment Management disclosed it had bought $7.3 million of NLFX stock, among other trades.Wood scooped up the shares amid a recent sharp decline. Netflix stock has fallen for five straight sessions, including a 2.2% drop on Wednesday, following the streaming giant’s quarterly results and a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/netflix-flags-heavier-2026-content-spend-pressuring-margins-as-wbd-deal-overhang-drags-stock/cmUDaiVR4ON">cautious 2026 forecast</a>.Wood’s ARK Next Generation Internet ETF purchased 83,368 Netflix shares, following Netflix’s late Tuesday results, according to an exchange filing. In same-day trades, the fund offloaded $3 million of Pinterest stock, while ARK Genomic Revolution ETF and ARK Innovation ETF collectively bought about $5.8 million shares of Tempus AI.Wood initiated a position in Netflix in October last year, buying over $17 million in shares then.Netflix is in the midst of closing a significant acquisition, which is weighing on the stock given the deal’s scale and potential execution hurdles. Last month, the company agreed to acquire Warner Bros. Discovery’s streaming and studio assets in an $82.7 billion deal, winning against the other bidder, Paramount Skydance.Besides a deal of this size and scope set to face significant regulatory hurdles, Paramount has challenged the deal and is still pressuring WBD to take it offer over Netflix’s. Earlier this week, Netflix revised its stock-and-cash offer to a ann-cash offer, making it slightly more attractive for WBD shareholders.&nbsp;Netflix’s stock is now down nearly 40% from its peak on Jun. 30, and investors are getting jittery. Although the streamer posted handsome results on Tuesday, the stock dropped due to a weak operating margin forecast, which some said fanned concerns around expenses from the WBD deal and other content investments.However, the retail sentiment for <a href="https://stocktwits.com/symbol/NFLX">NFLX</a> on Stocktwits remained firmly in the ‘extremely bullish’ zone, unchanged since last Wednesday. “$NFLX extremely bullish, loading more up. I could possibly see 88 this week, especially next week,”&nbsp;<a href="https://stocktwits.com/Alexmezzo/message/642502227">said</a> a user, amid scores of comments about the long-term gains and confidence in the deal.If the stock drops further, it would test its recent low of $85.59, set in April last year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/microsoft-lands-air-force-cloud-deal-but-stock-sell-off-keeps-investors-on-edge/cmUzmVUR4Qe">Microsoft Lands $170M Air Force Cloud Deal, But Recent Stock Sell-Off Keeps Investors On Edge</a>

Cathie Wood, Founder & CEO, Ark Invest, speaks during the second day of the FII PRIORITY Summit held at the Faena Hotel on February 20, 2025 in Miami Beach, Florida. (Photo by Joe Raedle/Getty Images)

Cathie Wood Buys The Netflix Dip As Shares Slide On WBD Deal Jitters

The noted tech investor bought over $7 million worth of NFLX shares, doubling down on her initial purchase in October.

Equity

The noted tech investor bought over $7 million worth of NFLX shares, doubling down on her initial purchase in October.


<ul class="summary-bullets"><li>Ark increased its WeRide exposure through multiple recent share purchases totaling nearly 700,000 shares.</li><li>The accumulation comes as the firm rebuilds positions in select Chinese technology and autonomous driving companies.</li><li>Tesla’s portfolio weight at ARKQ has eased, with other holdings now ranking ahead by allocation.</li></ul>Cathie Wood-led Ark Investment Management bought 111,400 shares of WeRide on Wednesday, extending the firm’s renewed exposure to Chinese technology stocks.The purchase follows additional buying earlier this week, bringing Ark’s disclosed WeRide purchases over the past three trading days to at least 688,400 shares.<h2 class="st-heading-2">Ark Returns To Select Chinese Tech</h2>The WeRide trade comes as Ark gradually rebuilds positions in Chinese companies after sharply reducing exposure during Beijing’s regulatory crackdown in 2021.In December, trading disclosures showed the Ark Innovation ETF increased its stake in Baidu to about 614,550 shares, valued at roughly $79.9 million at the time, representing around 1% of the fund’s holdings. WeRide has also featured among Ark’s recent China-linked additions as the firm refocuses on AI and autonomous driving.<h2 class="st-heading-2">WeRide Builds Global Presence</h2>WeRide, a Guangzhou-based autonomous driving company, operates robotaxi and self-driving services and has expanded its fleet to more than 1,000 vehicles, with driverless operations in cities including Beijing and Guangzhou.In November, the company raised HK$2.39 billion, or about $308 million, through its Hong Kong share sale, becoming one of several U.S.-listed Chinese firms pursuing secondary listings amid ongoing delisting concerns. WeRide said proceeds from the offering would be used to advance autonomous-driving technology, scale robotaxi commercialization and support overseas expansion.<h2 class="st-heading-2">Citi Flags Near-Term Catalyst</h2>On Monday, Citi added a “90-day upside catalyst watch” on WeRide while maintaining a ‘Buy’ rating and a $15.3 price target, which implies about 73% upside from current levels.Citi said potential upside could come from Waymo’s possible financing round in the first quarter at an implied valuation of 280 times 2025 price-to-sales, which the firm said could re-rate WeRide’s valuation, currently equating to 34 times 2025 price-to-sales. The brokerage also said it expects improving sentiment around WeRide’s possible entry into the Southbound Stock Connect in June.<h2 class="st-heading-2">Tesla’s Position Inside Ark Shifts</h2>Ark’s increased activity in WeRide comes as Tesla’s position in the Ark Autonomous Technology &amp; Robotics ETF (<a href="https://stocktwits.com/symbol/ARKQ">ARKQ</a>) has eased. Recent portfolio disclosures show Kratos Defense &amp; Security narrowly overtaking Tesla as Ark’s largest holding in ARKQ, with Tesla now ranking second, followed by Teradyne and Rocket Lab. Tesla remains the top holding on the ARK Innovation ETF (<a href="https://stocktwits.com/symbol/ARKK">ARKK</a>), which is up just over 2.7% this year.&nbsp;While Ark continues to hold a sizable Tesla position, the firm recently said its long-term Tesla thesis centers<a href="https://stocktwits.com/news-articles/markets/equity/tesla-stock-rises-premarket-cathie-wood-s-ark-shrugs-off-fsd-subscriptions-says-robotaxi-drives-90-of-value/cmUDZ1oR4OU"> on robotaxis rather than Full Self-Driving subscriptions</a>.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for WeRide was ‘bearish’ amid ‘high’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/wrd_ss_png_13bf64a731.webp" alt="wrd ss.png" width="968" height="143"><figcaption>WRD sentiment and message volume as of January 22 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/WRD">WeRide’s U.S.-listed stock</a> has declined 31% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the WeRide, Inc. logo is displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Cathie Wood’s ARK Loads Up On WeRide Stock While Tesla Loses Top Spot On Its Robotics ETF 

The WeRide trade follows Ark’s earlier reduction in Chinese stock exposure during Beijing’s regulatory crackdown in 2021.

<ul class="summary-bullets"><li>Gold rose about 65% in 2025, while Bitcoin fell roughly 6%, according to Wood.</li><li>Wood said Bitcoin’s recent price weakness does not undermine its long-term investment thesis.</li><li>She noted gold typically rallies sharply during periods of rising inflation fears, though this cycle may also reflect global wealth growing faster than gold supply.</li></ul>Ark Invest CEO Cathie Wood sees the current decoupling between gold and Bitcoin (BTC) not as a competition, but as a difference in market roles and timing.In a note to investors, she noted that gold significantly outperformed Bitcoin in 2025, rising 65% while&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> fell around 6%. She added that since the end of the U.S. equity bear market in late 2022, gold prices have surged 166%.&nbsp;<h2 class="st-heading-2">Bitcoin Versus Gold</h2>Wood said Bitcoin’s recent price weakness does not undermine its long-term thesis. She said that, usually, gold rallies this hard when inflation fears are mounting. However, this time around, it’s possible that global wealth has grown faster than gold supply, pushing demand beyond what miners can easily produce.Unlike gold, Bitcoin can’t increase supply when prices rise. Its inflation rate is built into the code and gets smaller over time. That scarcity, plus its low correlation with stocks, bonds, and even gold itself, makes Bitcoin a powerful tool for diversification over the long run, Wood noted. Despite short-term weakness, Bitcoin has still risen roughly 360% since late 2022.Wood noted that while gold may be benefiting from near-term demand dynamics, Bitcoin is “playing the long game”. Since 2020, Bitcoin has shown very low correlation with stocks, bonds, gold, and commodities. This makes it a potential diversifier in institutional portfolios.<h2 class="st-heading-2">Different Roles In Portfolios</h2>Wood suggested that gold’s recent price action likely reflects its use as a hedge amid geopolitical uncertainty and tariff hearings around the corner. According to her, Bitcoin is instead gaining interest as a long-term store of value and a return enhancer.Bitcoin’s price fell 1.4% in the last 24 hours to trade at around $95,300 on Friday morning. Retail sentiment on Stocktwits around the apex cryptocurrency remained in ‘bullish’ territory, but chatter dipped to ‘normal’ from ‘high’ levels over the past day.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/tom-lee-bmnr-edges-higher-after-agm-despite-speaker-no-shows/cmUl0JGR4Jp">Tom Lee-Backed BMNR Edges Higher After AGM Despite Speaker No-Shows – Chairman Signals Lighter Investment</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cathie Wood, CEO & Chief Investment Officer of ARK Invest, speaks onstage during Day 2 of 2023 Invest Fest at Georgia World Congress Center on August 27, 2023 in Atlanta, Georgia. (Photo by Paras Griffin/Getty Images)

Cathie Wood Says Gold Is Winning Now, But Bitcoin Is ‘Playing The Long Game’

In a note to investors, ARK Invest CEO Cathie Wood said the recent divergence between gold and Bitcoin reflects different market roles and timing, not direct competition.

Cryptocurrency

Cathie Wood, Founder & CEO, Ark Invest, speaks during the second day of the FII PRIORITY Summit

Cathie Wood’s ARK Made Just One Buy Last Session — And It’s A Biotech Stock Up Nearly 30% YTD

ARK doubles down on a CRISPR bet as Intellia Therapeutics’ stock heads for its best week since October.

<ul class="summary-bullets"><li>ARK Blockchain &amp; Fintech Innovation ETF was the worst hit among Ark’s portfolio, down 16% over the fourth quarter.</li><li>The firm said heightened volatility across the cryptocurrency market during that period drove the underperformance.</li><li>Not only did the October 10 crypto crash lead to heavy losses, but the subsequent dip in trading volumes across centralized exchanges also weighed on holdings like Coinbase.</li></ul>Coinbase (COIN), Bitmine Immersion Technologies (BMNR) and Robinhood (HOOD) emerged as the largest detractors across Cathie Wood’s ARK exchange-traded funds during the fourth quarter of 2025.According to the firm’s quarterly report, weakness in crypto-linked equities weighed on performance across several ARK portfolios, including the&nbsp;<a href="https://stocktwits.com/symbol/ARKW">ARK Next Generation Internet ETF (ARKW)</a>, the&nbsp;<a href="https://stocktwits.com/symbol/ARKF">ARK Blockchain &amp; Fintech Innovation ETF (ARKF)</a>, and the flagship&nbsp;<a href="https://stocktwits.com/symbol/ARKK">ARK Innovation ETF (ARKK)</a>. ARKW dipped more than 14% over the last three months of 2025, ARKK fell more than 10%, and ARKF was the worst hit – down over 16%.&nbsp;&nbsp;The report said the underperformance across the three ETFs occurred during a period of heightened volatility. October saw one of the&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/crypto-markets-hit-by-500-million-liquidation-after-trumps-tariff-threat-on-china/ch6Oc3OR3j2">worst cryptocurrency crashes</a>, with over $19 billion liquidated in a single day. It also noted that trading activity declined thereafter on centralized crypto exchanges such as Coinbase.<h2 class="st-heading-2">Crypto Stocks Weigh On ARK Portfolio</h2>COIN’s stock was the single largest detractor in ARKF, falling 2.31% over the quarter. BMNR’s stock declined 1.48%, while shares of Robinhood slid 1.26%. All three ranked among the bottom five contributors to fund performance during the period.The same was reflected in the other two portfolios. In ARKK, Coinbase and Bitmine also ranked among the five largest detractors, with COIN down 2.07% and BMNR down 1.45% during the quarter. Both stocks again appeared among the weakest performers in ARKW, where Coinbase declined 1.82% and Bitmine fell 1.47%.<h2 class="st-heading-2">How Are COIN, BMNR &amp; HOOD Stocks Doing So Far This Year?</h2><a href="https://stocktwits.com/symbol/COIN/">COIN’s stock</a> dipped 1.28% in pre-market trade on Thursday, with retail sentiment on Stocktwits improving to ‘bullish’ from ‘neutral’ over the past day. So far this year, the stock is up 10%, according to TradingView.In comparison,&nbsp;<a href="https://stocktwits.com/symbol/BMNR">BMNR’s stock</a> has gained more than 16% in 2026. The shares edged 0.49% higher in pre-market trade. Like Coinbase, Bitmine also saw retail sentiment improve to ‘bullish’ from ‘neutral’ over the past day.Retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/HOOD/">HOOD’s stock</a>, on the other hand, remained in ‘bearish’ territory over the past day. Shares were trading flat early on Thursday morning, with the company clocking a gain of just 3.6% so far this year.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/arthur-hayes-goes-long-on-strategy-betting-on-bitcoin-rebound-adds-zcash/cmU19D0R47L">Arthur Hayes Goes Long On Strategy, Metaplanet Betting On Bitcoin Rebound – Continues To Add To Zcash Stack</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

COIN, BMNR, HOOD Stocks Lead Losses Across Cathie Wood’s ARK ETFs In Volatile Q4

Coinbase was the largest single detractor across several ARK portfolios.

<ul class="summary-bullets"><li>The company expects to submit a biologics license application for risto-cel by year-end 2026.</li><li>Beam ended 2025 with an estimated $1.25 billion in cash, extending its operating runway into 2029.</li><li>Management will further discuss the developments at the J.P. Morgan Healthcare Conference on January 13.</li></ul>Beam Therapeutics Inc. (BEAM) received a boost from William Blair, which reacted&nbsp;positively to the company’s update on its alignment with the U.S. FDA, citing improved visibility into the data required for regulatory submissions. The firm pointed to progress in Beam’s sickle cell therapy risto-cel and its liver-targeted program BEAM-302.William Blair also noted that both programs’ acceptance into the FDA’s Chemistry, Manufacturing, and Controls Development and Readiness Pilot program could speed development and regulatory review. The brokerage firm reiterated its ‘Outperform’ rating.<h2 class="st-heading-2">Updates on BEAM-302 and Risto-cel</h2>Beam’s update outlined progress across its genetic disease and hematology franchises. The company said it has aligned with the FDA on a potential accelerated approval pathway for BEAM-302 in alpha-1 antitrypsin deficiency (AATD), based on biomarker endpoints. BEAM-302 has shown an in vivo correction of a disease-causing mutation in AATD, and Beam Therapeutics plans to expand patient enrollment to support a future biologics license application (BLA).<a href="https://stocktwits.com/symbol/BEAM">Beam Therapeutics’ stock</a> gained over 28% On Monday afternoon.In hematology, Beam expects to submit a BLA for risto-cel by year-end 2026. The BEACON Phase 1/2 trial is fully enrolled, manufacturing is complete, and recent data continue to show strong efficacy and a predictable manufacturing profile, potentially improving patient experience and treatment center capacity, the company said.Beyond its clinical progress, Beam ended 2025 with an estimated $1.25 billion in cash, extending its operating runway into 2029. This positions the company to fund the anticipated launch of risto-cel and execute pivotal development plans for BEAM-302 without near-term financing risk.Management will further discuss these developments at the J.P. Morgan Healthcare Conference on January 13.<h2 class="st-heading-2">Retail Remains Extremely Bullish</h2>Retail sentiment on Stocktwits remained in the ‘extremely bullish’ zone over the past 24 hours, accompanied by ‘extremely high’ message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/BEAM_jpg_e1fba90ff6.webp" alt="BEAM.jpg" width="925" height="99"><figcaption>&nbsp;</figcaption></figure>One user expects a buyout.<stembedurl>https://stocktwits.com/ReadyMate/message/641529269</stembedurl>Another user expects ‘good times’ ahead.<stembedurl>https://stocktwits.com/Millard_Findlemeyer/message/641539254</stembedurl>Over the past year, the stock has gained around 38%.Read also:<a href="https://stocktwits.com/news-articles/markets/equity/why-did-planet-labs-stock-gain-today/cmUad7cR4Ej">&nbsp;Planet Labs Stock Gained 7% Today — What Is The Swedish Military Deal About?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Rising chart and reflection of business buildings: stock photo courtesy of Yuichiro Chino via Getty Images

BEAM Stock In Focus As FDA Alignment Wins William Blair’s Praise 

William Blair welcomed the company’s update on its alignment with the U.S. FDA, saying it gives clear visibility into the data needed for regulatory filings.

<ul class="summary-bullets"><li>The current U.S. Bitcoin reserve consists solely of forfeited assets held under executive order.</li><li>Ark Invest founder Cathie Wood said Wood stated there were several reasons Trump is likely to continue supporting crypto.</li><li>"The most important one is that he doesn’t want to be a lame duck," Wood said.&nbsp;</li></ul>Ark Invest founder Cathie Wood said President Donald Trump is likely to authorize the government to buy&nbsp;up to 1 million Bitcoin (BTC) ahead of the U.S. midterm elections later this year.According to her, political incentives and policy groundwork already point in that direction. "The&nbsp;original intent was to own 1 million Bitcoins,&nbsp;so I actually think they will start buying," Wood said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=7vlo6rj_bo8">episode</a> of ‘Bitcoin Brainstorm’ by Ark Invest.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> edged 0.4% higher in the last 24 hours to around $90,500. The broader cryptocurrency market was also subdued. Retail sentiment around BTC on Stocktwits remained in ‘extremely bullish’ territory over the past day, with chatter at ‘high’ levels.<h2 class="st-heading-2">Why Would Trump Buy 1 Million Bitcoin?</h2>Wood stated there were several reasons Trump is likely to continue supporting crypto.&nbsp;"The most important one is that he doesn’t want to be a lame duck," Wood said. "He wants to have another one or two productive years, and I think he sees crypto as a path to the future."She added that his family’s stake in the crypto industry’s success and that the "crypto community" was "part of the reason he won the presidency" are also likely to impact the Trump administration’s push to stock up on Bitcoin.&nbsp;<h2 class="st-heading-2">Trump’s Bitcoin Reserve Still Limited To Seized Assets</h2>Wood noted that while the Trump administration established a strategic Bitcoin reserve, it has so far relied only on assets obtained through government seizures rather than market purchases."It seems as though there has been reticence about actually buying Bitcoin for the strategy reserve. So far, it's confiscated [Bitcoin]," Wood said, referring to the assets seized by government forfeiture that Trump pledged not to sell.&nbsp;<h2 class="st-heading-2">Crypto-Friendly Trump Administration</h2>Last year, Trump&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bitcoin-tumbles-as-trump-bitcoin-strategic-reserve-plan-fails-to-impress/chepruYRbGI">signed</a> an executive order directing the federal government to treat seized Bitcoin as a strategic national asset. The order also&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/treasury-chief-bessent-trump-bitcoin-strategic-reserve-expand-altcoins/cheqOLBRbGA">instructed</a> the Treasury and Commerce Departments to explore “budget-neutral” strategies to expand the government’s Bitcoin holdings, though no purchases have yet been announced.The administration has also created a crypto-focused working group chaired by Special Advisor for AI and Crypto David Sacks and&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/house-advances-genius-and-clarity-crypto-bills/ch8hldrR5or">supported</a> legislation such as the GENIUS Act. The market structure bill is&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/crypto-market-structure-bill-back-to-back-votes-expected-next-week/cmUGU4iR4PE">slated</a> for a markup next week.Wood said that Trump is also likely to push for a de minimis tax exemption for cryptocurrency transactions, which would eliminate capital gains taxes on small crypto payments and improve everyday usability.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/solana-rallies-while-bitcoin-stalls-ahead-of-trump-tariff-ruling-jobs-data/cmU25PPR45H">Solana Rallies While Bitcoin Stalls Near $91,000 Ahead Of Trump Tariff Ruling, Jobs Data</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

People walk past an advertisement featuring Donald Trump with Bitcoin in Hong Kong on Sunday, April 6, 2025. (Photo by May James/SOPA Images/LightRocket via Getty Images)

Trump May Buy Bitcoin For Strategic Reserve Before Midterms To Avoid Looking Like A ‘Lame Duck’, Says Cathie Wood

In a podcast by Ark Invest, Cathie Wood said she believes the administration may move beyond seized Bitcoin toward direct purchases.

<ul class="summary-bullets"><li>Northrop Grumman secured the competitive award for the MUX TACAIR aircraft, with Kratos’ Valkyrie drone forming a core part of the solution.</li><li>Kratos’ Valkyrie uncrewed aerial system enables operators to tailor mission effects to operational needs.</li><li>Kratos also voiced its backing for President Trump’s renewed emphasis on using defense industry funds for capability development.</li></ul>Kratos Defense &amp; Security Solutions, Inc. (KTOS) has landed a key role in a new U.S. Marine Corps effort to expand uncrewed combat aviation, teaming with Northrop Grumman Corp. (NOC).Following the update,&nbsp;<a href="https://stocktwits.com/symbol/KTOS">Kratos’ stock</a> traded more than 15% higher by mid-morning on Thursday. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory while message volume improved to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_08_104845_png_c27dd72ad7.webp" alt="KTOS’s Sentiment Meter and Message Volume as of 10:45 a.m. ET on Jan. 8, 2026 | Source: Stocktwits" width="926" height="102"><figcaption>KTOS’s Sentiment Meter and Message Volume as of 10:45 a.m. ET on Jan. 8, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Collaborative Combat Aircraft (CCA)</h2>Northrop Grumman secured the competitive award for the Marine Air-Ground Task Force Uncrewed Expeditionary Tactical Aircraft, known as MUX TACAIR, with Kratos’ Valkyrie drone forming a core part of the solution.Under the program, Northrop Grumman will lead development and delivery of an uncrewed platform that blends its autonomous technologies with Kratos’ Valkyrie aerial system.&nbsp;The aircraft is designed to fly in coordination with crewed fighters, supporting air dominance missions in high-threat environments. Kratos’ Valkyrie uncrewed aerial system allows operators to tailor mission effects depending on operational needs.<h2 class="st-heading-2">Support For Capital Choices</h2>Kratos also voiced its backing for President Trump’s renewed emphasis on using defense industry funds for capability development rather than share repurchases by defense contractors.<blockquote>“Since our inception as a defense company, we have aggressively self-funded development to be first-to-market with relevant systems that can be affordably produced in large quantities to deter and, if necessary, defeat our adversaries, and we have reinvested in people, facilities, inventory, and real technologies that can be delivered at speed and scale to support today’s and tomorrow’s warfighter.”-Eric DeMarco, President and CEO, Kratos</blockquote>The company underscored that it has long pursued a reinvestment-focused financial model that avoids share buybacks and dividends, allocating capital instead to advancing battlefield technologies.KTOS stock has gained over 271% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/smx-stock-sparks-retail-buzz-after-elimination-of-convertible-debt/cmUbORER45R">SMX Stock Sparks Retail Buzz After Elimination Of Convertible Debt</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, a person holds a smartphone displaying the logo of Kratos Defense & Security Solutions Inc. 

Why Did Kratos Defense Stock Surge 17% Today?

Under the Marine Corps program, Northrop Grumman will lead the development and delivery of an uncrewed platform that blends its autonomous technologies with Kratos’ Valkyrie aerial system.

<ul class="summary-bullets"><li>Buying activity followed Coinbase’s announcement of stock trading and prediction markets</li><li>ARK funds posted modest after-hours gains following recent declines.</li><li>Retail sentiment on Stocktwits around ARK ETFs remained largely bearish despite fresh inflows.</li></ul>Cathie Wood’s ARK Invest slowed the pace of new purchases on Thursday, but continued to add to its position in Coinbase Global (COIN), indicating ongoing conviction in the crypto exchange following its latest product expansion.<a href="https://stocktwits.com/symbol/COIN">COIN’s stock</a> gained more than 3% in pre-market trade, trading at around $246.85. On Stocktwits, retail sentiment around the crypto exchange improved to ‘neutral’ from ‘bearish’ territory over the past day, while chatter remained at ‘high’ levels.Across its actively managed ETFs, data&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/ArkkDaily/status/2001844829681242607?s=20">showed</a> ARK added more than 17,000 shares of Coinbase. The ARK Innovation ETF (ARKK) purchased just over 12,000 shares, while the ARK Next Generation Internet ETF (ARKW) added roughly 3,500 shares and the ARK Fintech Innovation ETF (ARKF) bought about 1,810 shares, according to daily trading disclosures.<figure class="image"><a class="st-link-external" href="https://x.com/ArkkDaily/status/2001844829681242607" target="_blank" rel="noopener noreferrer nofollow"><img style="aspect-ratio:817/662;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_19_052748_png_8e302ae075.webp" alt="Screenshot 2025-12-19 052748.png" width="817" height="662"></a><figcaption>Source: @ArkkDdaily/X</figcaption></figure><h2 class="st-heading-2">Coinbase Remains A Core ARK Holding, Even At A Loss</h2>Thursday’s purchases followed another round of&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/cathie-wood-ark-buys-more-bitmine-stock-amid-ethereum-pullback/cLegKO7REAJ">Coinbase buying</a> in the prior session, extending a multi-day accumulation trend across ARK’s flagship funds. Earlier in the week, ARK added 16,795 Coinbase shares to ARKK, 4,879 shares to ARKW, and 2,524 shares to ARKF.Ark Invest&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ark-invest-buys-more-crypto-stocks-while-its-circle-and-coinbase-positions-sit-at-losses/cLeJbxUREY2">reported</a> holding approximately 2.4 million shares of Coinbase in its latest 13F filing. At current market prices, the position is valued near $592 million, representing a roughly $216 million drop from its last reported value.<a href="https://stocktwits.com/symbol/ARKK">ARKK</a> gained 1.3% in pre-market trade. Retail sentiment around the fund trended in ‘bearish’ territory over the past day, with chatter at ‘low’ levels.&nbsp;<a href="https://stocktwits.com/symbol/ARKW">ARKW</a> rose 0.96%, with retail sentiment improving to ‘neutral’ from ‘bearish’ territory over the past day as chatter remained at ‘normal ‘levels.<a href="https://stocktwits.com/symbol/ARKF">ARKF</a> was up over 1%, with retail sentiment around the fund trending in ‘bearish’ territory over the past day, with chatter at ‘low’ levels.&nbsp;<h2 class="st-heading-2">Stock Trading On Coinbase</h2>The increased exposure comes shortly after Coinbase announced plans to introduce stock trading on its platform during its ‘System Update’ product event, marking a notable expansion beyond its crypto-only roots.Coinbase also revealed a partnership with Kalshi to power prediction markets on its platform, a move that mirrors a similar initiative launched earlier this year by Robinhood Markets Inc. (HOOD). The expansion places Coinbase more directly into competition with retail brokerages that already offer both equity trading and event-based contracts.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mstr-bmnr-rise-after-boj-rate-decision-results-in-bitcoin-ethereum-rebound/cLeik8qRErF">MSTR, BMNR Rise After BOJ Rate Decision Results In Bitcoin, Ethereum Rebound</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Monitors display Coinbase signage during the company's initial public offering (IPO) at the Nasdaq market site April 14, 2021 in New York City.

ARK Invest Slows Trading Spree But Can’t Quit Coinbase 

ARK added Coinbase shares across ARKK, ARKW, and ARKF for a second consecutive session.

<ul class="summary-bullets"><li>Cathie Wood’s ARK Invest added shares of BitMine Immersion Technologies on Wednesday following a sharp pullback in the stock amid Ethereum’s recent decline.</li><li>ARK funds also increased exposure to crypto exchanges, adding shares of Coinbase and Bullish across three of its portfolios.</li><li>The buying comes amid growing competition among trading platforms expanding into prediction markets and multi-asset offerings.</li></ul>Cathie Wood’s ARK Invest bought up more shares of BitMine Immersion Technologies (BMNR) on the cheap as the fall in Ethereum’s (ETH) price dragged the stock lower on Wednesday.The fund manager also loaded up on crypto exchanges Coinbase (COIN) and Bullish (BLSH) on Wednesday, as the field faces more competition and an increasing number of players are dipping their toes into the prediction market space.<h2 class="st-heading-2">ARK Buys BitMine Amid Sharp Pullback</h2>Ethereum-focused digital asset treasury (DAT)&nbsp;<a href="https://stocktwits.com/symbol/BMNR">BMNR’s stock</a> fell 6.59% on Wednesday, down more than 24% over the past week as Ethereum’s price struggled to regain the $3,000 mark. Retail sentiment around the company on Stocktwits remained in ‘bearish’ territory over the past day, amid ‘low’ levels of chatter.&nbsp;Meanwhile,&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> was trading at around $2,800 on Wednesday night, down 3.8% in the last 24 hours. Retail sentiment around the leading altcoin trended in ‘extremely bearish’ territory over the past day, accompanied by ‘low’ levels of chatter.ARK Innovation ETF (ARKK) added 250,029 shares of BMNR, while ARK Next Generation Internet ETF (ARKW) purchased 72,617 shares and ARK Blockchain &amp; Fintech Innovation ETF (ARKF) bought up 37,586 shares.<h2 class="st-heading-2">ARK Adds Coinbase, Bullish Amid Prediction Market Frenzy</h2>ARK also increased its positions in crypto exchanges, adding shares of Coinbase and Bullish across all three funds.The change in holdings came ahead of Coinbase’s ‘System Update’ keynote, where the company <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/coin-stock-gains-as-coinbase-targets-robinhood-turf-with-stock-trading/cLegQuyREAE">announced</a> it was introducing stock trading on its platform and a partnership with Kalshi for prediction markets. Earlier this week, Gemini (GEMI) <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/gemini-beats-coinbase-to-market-as-prediction-markets/cLe7wveREoy">announced</a> a similar expansion into the prediction market, and Robinhood (HOOD) <a href="https://stocktwits.com/news-articles/markets/equity/robinhood-ceo-vlad-tenev-bets-on-prediction-market-supercycle/cLeOTSTREpS">said</a> it would now allow event contracts for player-level sports data. Robinhood CEO Vlad Tenev described the trend as the potential start of a prediction market ‘supercycle.’<a href="https://stocktwits.com/symbol/ARKK">ARKK</a> edged 0.24% higher in after-hours trade on Wednesday after falling more than 3% in regular trading. Retail sentiment around the fund trended in ‘bearish’ territory over the past day, with chatter at ‘low’ levels.&nbsp;<a href="https://stocktwits.com/symbol/ARKW">ARKW</a> rose 1.6% in after-hours trading after a similar loss of over 3% the previous day. It also retail sentiment trending in ‘bearish’ territory over the past day, but chatter remained at ‘normal ‘levels.<a href="https://stocktwits.com/symbol/ARKF">ARKF</a> was flat in after-hours trade after a 2.4% dip in the previous session. Retail sentiment around the fund trended in ‘bearish’ territory over the past day, with chatter at ‘low’ levels.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/weedcoin-jumps-as-trump-marijuana-reclassification-talk-fuels-retail-frenzy/cLegLgPREAI">Weedcoin Crypto Token Jumps Over 150% In A Week As Trump Marijuana Reclassification Talk Fuels Retail Frenzy</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cathie Wood’s ARK Buys More BitMine Amid Ethereum Pullback – Adds Coinbase and Bullish Too

Ethereum’s price continued to trade below $3,000 on Wednesday night, pressuring ETH-linked equities like BMNR.

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