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Tilray Brands, Inc. engages as a consumer packaged goods company, which focuses on medical cannabis research and the cultivation, processing, and distribution of cannabis products worldwide. It operates through the followings segments: Cannabis, Distribution, Beverage, and Wellness. The Cannabis segment focuses on cultivation, production, distribution, and sale of both medical and adult-use cannabis products. The Distribution segment is involved in purchase, resale, and distribution of pharmaceutical and wellness products. The Beverage segment refers to the production, marketing, and sale of beverages. The Wellness segment represents the production, marketing, and distribution of hemp-based food and other wellness products. The company was founded on January 24, 2018 and is headquartered in Leamington, Canada.

Tilray Brands Inc

Tilray is trending amid speculation that President Trump will push for federal marijuana rescheduling, potentially boosting the bottom lines of cannabis businesses. The community is buzzing with excitement, anticipating a major run similar to past declassification talks. Some are also discussing target price adjustments, and potential short squeezes.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom ($AVGO) is trending as investors digest the company's earnings report and forward guidance, with community sentiment split between bullish expectations for new ATHs and concerns about potential profit-taking. Discussions revolve around the impact of AI chip revenue and gross margins on the stock's valuation. Analyst target price upgrades are anticipated, adding to the bullish outlook for some traders.

Altimmune, Inc. is a clinical stage biopharmaceutical company, which focuses on the development of novel peptide-based therapeutics for the treatment of obesity and liver diseases. The company's lead product candidate, pemvidutide, is a GLP-1/glucagon dual receptor agonist that is being developed for the treatment of obesity and NASH. In addition, Altimmune is developing HepTcell, an immunotherapeutic designed to achieve a functional cure for chronic hepatitis B. The company was founded in 1997 and is headquartered in Gaithersburg, MD.

Altimmune Inc

Altimmune is trending as investors discuss the potential of Pemvidutide, particularly after FDA AI acceptance for MASH biopsies, which some believe de-risks the asset. Community members are debating the drug's efficacy, safety profile, and potential for a bidding war, while also addressing concerns and FUD spread by bearish voices. Some traders express optimism about upcoming data and potential buyout scenarios, while others highlight risks and past disappointments.

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

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon is trending as investors discuss its recent earnings report, which featured strong international growth offsetting weaker sales in the Americas, and a surprise announcement that the CEO will be stepping down in 2026. A new share buyback program is adding to the bullish sentiment, while analysts are updating their target prices, leading to community speculation about the company's future direction and potential for new leadership.

Mawson Infrastructure Group, Inc. engages in the provision of digital asset infrastructure services. The company was founded on February 10, 2012 and is headquartered in Midland, PA.

Mawson Infrastructure Group Inc

MIGI is trending due to a volatile trading day, with community members discussing a potential pump and dump scheme following a recent reverse split and subsequent offering. The stock's price experienced a significant surge and then a sharp decline, leading to debates about the company's fundamentals and market manipulation. Traders are actively speculating on whether MIGI can regain compliance with listing requirements and if further dilution is expected.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

$HOOD is trending amid discussions about November's trading activity and its potential impact, with a specific focus on slowed trading volumes.  The community is debating if this dip is a buying opportunity or a sign of a larger downturn, while also watching for upcoming events and catalysts. Bullish sentiment remains due to expansion plans and potential AI developments, yet concerns persist around Bitcoin correlation and potential market manipulation.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending as it showcases its in-house autonomy and AI technology at its first-ever Autonomy and AI Day, with community members discussing the potential impact of new AI-driven features and hardware on the company's future. Investors are weighing Rivian's strategy to develop its own chips and compete with Tesla's autonomous driving capabilities, while some express concerns about the timeline for implementation and the capital expenditure required. There are mixed opinions about the stock's potential, with some anticipating a significant rise and others remain cautious given the company's current financial position.

AXIL Brands, Inc. engages in the manufacture, market, sale and distribution of hearing and audio enhancement, and protection products. It operates through the Hearing Enhancement and Protection, and Hair Care and Skin Care segments. The Hearing Enhancement and Protection segment includes ear buds, earmuffs, ear plugs, outdoor speakers, and ear care items. The Hair Care and Skin Care segment focuses on expanding its business-to-business salon sales through its network of domestic and international distributors. The company was founded on May 21, 2015 and is headquartered in Beverly Hills, CA.

AXIL Brands Inc.

AXIL is trending due to a recently announced national retail distribution agreement with Walmart, sending the stock soaring in premarket trading. Community discussions revolve around the potential for a significant short squeeze and the long-term implications of this deal for the company's brand recognition and revenue. Some traders are wary of potential profit-taking and the stock's history of volatility, while others remain optimistic about further gains.

Keeta is a high-performance layer-1 blockchain designed to unify transactions across different blockchains and fiat payment systems, eliminating the need for costly intermediaries, reducing fees, and enabling near-instant settlements. With 400-millisecond transaction finality and the ability to process 10 million transactions per second, Keeta sets a new industry benchmark for speed and scalability.  Founded in 2022 and backed by Eric Schmidt, the former CEO of Google, Keeta has been engineered to meet the stringent regulatory and operational requirements of financial institutions. Its advanced on-chain compliance protocols, including KYC and AML, ensure security and regulatory adherence. Keeta’s architecture natively supports asset tokenization and digital identity, making it an ideal platform for stablecoins and real-world asset transfers.  By facilitating cross-chain transactions and interoperability with existing payment systems, Keeta bridges the gap between cryptocurrencies and fiat, enabling a secure, efficient, and compliant global financial ecosystem.

Keeta

Keeta is gaining attention for its high transaction throughput and compliance-ready architecture, positioning it as a potential backbone for the global financial system. The community is discussing its integration with Bridge, a Stripe company, which facilitates connections to regulated banking streams. Keeta's focus on speed, compliance, and interoperability distinguishes it in the Layer 1 space, attracting interest from investors and institutions alike.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968 and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is trending as investors discuss potential impacts from a shift in US-China tech trade policy regarding chip exports, as well as a new partnership with Tata Electronics in India. Community perspectives are mixed, with some anticipating a rise to previous levels and others remaining skeptical amid broader market dynamics and concerns about potential competitive disadvantages. Discussions also include analyst target price updates and speculation about large options positions influencing near-term price action.

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Social Capital founder and venture capitalist Chamath Palihapitiya said on Tuesday that while the United States controls parts of the rare earth supply chain, such as mining and magnet manufacturing, its critical weakness lies in refining rare earths into oxides, a process dominated by Asia and particularly China.“Step 2 is our Achilles heel,” he wrote in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/chamath/status/1988270865080029482">post</a> on X, noting that refining is “mostly done in Asia, and overwhelmingly done in China or by Chinese counterparties in places like Vietnam.”Palihapitiya said the U.S. must find a “leveraged way and place to make oxides,” calling India the most obvious choice given its lower costs and skilled workforce.<figure class="image"><a class="st-link-external" href="https://x.com/chamath/status/1988270865080029482" target="_blank" rel="noopener noreferrer nofollow"><img style="aspect-ratio:1208/1192;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_11_at_11_21_48_AM_png_596cb0812d.webp" alt="Screenshot 2025-11-11 at 11.21.48 AM.png" width="1208" height="1192"></a><figcaption>@chamath/X</figcaption></figure><h2 class="st-heading-2">India’s Cost Advantage Over China</h2>According to Palihapitiya, refining rare earth oxides is a “dirty and complicated business,” but one in which India holds a significant economic advantage. “China has a 2x cost advantage vs the U.S. in making oxides, but India has a 6x advantage vs China and also has the human talent,” he said.Palihapitiya suggested that India’s refining potential could help reduce China’s grip on the global rare earths market, which supplies critical materials used in electric vehicles, wind turbines, and defense systems.<h2 class="st-heading-2">The Missing Piece</h2>Palihapitiya cautioned that investment in India’s refining capacity is unlikely to accelerate without a U.S.-India trade deal. Palihapitiya added that if such a deal were signed, India could become “the tip of the spear in blunting Chinese mercantilism and any downstream ‘validated end-user’ licensing schemes.”The VanEck Rare Earth and Strategic Metals ETF (REMX) fell 1.36% in midday trade on Tuesday as tensions over rare earth elements between the U.S. and China continue to escalate. According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/world/china/china-hatches-plan-to-keep-u-s-military-from-getting-its-rare-earth-magnets-f349ee65">report</a> by The Wall Street Journal, Beijing is evaluating the use of a ‘validated end-user’ system to fast-track certain export licenses. This is reportedly intended to exclude companies with ties to the U.S. military while fast-tracking export approvals for other firms.Despite the dip in share prices, retail sentiment around REMX flipped to ‘bullish’ from ‘bearish’ a day ago as chatter rose to ‘high’ from ‘normal’ levels.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nbis-stock-rises-after-3-billion-meta-ai-infrastructure-deal-despite-shaky-q3-results/cLPdotEREPj">NBIS Stock Rises After $3 Billion Meta AI Infrastructure Deal Despite Shaky Q3 Results</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Chamath Palihapitiya attends the 2024 Breakthrough Prize Ceremony at Academy Museum of Motion Pictures on April 13, 2024 in Los Angeles, California. (Photo by Taylor Hill/Getty Images)

Chamath Palihapitiya Talks About US' Achilles Heel When It Comes To Rare Earths

The Social Capital founder wrote on X that the U.S. lacks refining capacity for rare earths despite strengths in mining and manufacturing.

Equity

Chinese EV maker Nio Inc. (NIO) unveiled the all-new ES8 three-row SUV on Thursday and opened pre-orders for the vehicle in China.The vehicle is slated to be officially launched in late September with user deliveries starting upon launch, the company <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.nio.com/news/20250821001">said</a>. However, users who pre-order the vehicle with a RMB 5000 ($696.34) deposit can get a RMB 10,000 reduction from the purchase price as part of a limited offer, the company added.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/NIO">Nio stock</a> jumped from ‘bullish’ to ‘extremely bullish’ over the past 24 hours, while message volume rose from ‘low’ to ‘high’ levels. Shares of the company traded 10% higher at the time of writing.<figure class="image"><img style="aspect-ratio:564/64;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_21_at_12_49_05_PM_png_ee4379264b.webp" alt="NIO's Sentiment Meter and Message Volume as of 12:49 p.m. ET on Aug. 21, 2025 | Source: Stocktwits" width="564" height="64"><figcaption>NIO's Sentiment Meter and Message Volume as of 12:49 p.m. ET on Aug. 21, 2025 | Source: Stocktwits</figcaption></figure>A Stocktwits user expressed hopes about the stock rallying to $10 by the second-quarter earnings announcement early next month.<stembedurl>https://stocktwits.com/InvestingJohn/message/626097135</stembedurl>Another user stated that patient holders of the stock might get rewarded.<stembedurl>https://stocktwits.com/Trader4fun/message/626093539</stembedurl>The new ES8 is the largest battery electric SUV in China, Nio said, while noting that the vehicle measures 5,280 mm in length and 3,130 mm in wheelbase. It is available in six exterior colors, including Arctic black, while interiors are available in four curated themes of Pamir brown, Warm gravel, Gangri blue, and Sappanwood red.The vehicle also features a 520 kW dual-motor system, a standard 102 kWh battery, and advanced autonomous driving capabilities with three LiDARs and a 4D imaging radar.The vehicle comes in both six- and seven-seater variants. The six- and seven-seater variants of the Executive Premium Edition are priced from RMB 416,800, and the Executive Signature Edition starts from RMB 456,800, including the battery. Customers can also avail the company’s battery-as-a-subscription service for a starting price of RMB 308,800 and RMB 348,800, respectively.According to a <a target="_blank" rel="noopener noreferrer nofollow" href="https://cnevpost.com/2025/08/21/nio-debuts-3rd-gen-es8-begins-pre-sales/">report</a> from CnEVPost, the new generation ES8’s starting price is about 25% lower compared to the older ES8 with a 100 kWh battery pack included.The ES8 has long been central to Nio’s story. First introduced in 2017 as the company’s debut mass-market vehicle, it was refreshed in 2022 with a second-generation model.The new third-generation ES8 is expected to remain a key pillar of the lineup as Nio seeks to expand delivery volumes in the highly competitive Chinese EV market. Nio has delivered a total of 806,731 vehicles as of the end of July.NIO stock is up by 28% this year and by about 39% over the past 12 months.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/nhtsa-probes-tesla-over-delays-in-filing-crash-reports-involving-driver-assistance-systems/chsjRKdRdiN">Why Is Tesla Trending Today? Here’s What The NHTSA Has To Say</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Nio logo is seen at the NIO booth in the National Exhibition Center in Shanghai, China, on April 28, 2025, during the Shanghai Automobile Show 2025. (Photo by Ying Tang/NurPhoto via Getty Images)

Nio Stock Rocketed 10% Today And Retail Believes It Could Hit The $10-Mark By Earnings – Find Out More

The company’s ES8 three-row SUV is slated to be officially launched in late September, with user deliveries starting upon launch, the company said.

JPMorgan analyst Nick Lai on Thursday raised the firm's price target on Chinese EV maker Nio Inc. (NIO) to $4.80 from $4.10 while keeping a ‘Neutral’ rating on the shares.The new price target represents a near 4% upside to the stock’s closing price on Wednesday. JPMorgan lifted fiscal 2026 and 2027 volume estimates for Nio by 11% to 13% on stronger volume from the company's new L90 and L80 SUV launches.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/NIO">Nio</a> trended in the ‘neutral’ territory over the past 24 hours, while message volume stayed at ‘low’ levels.<figure class="image"><img style="aspect-ratio:1250/124;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_14_at_1_41_18_PM_png_0cdc84d35b.webp" alt="NIO's Sentiment Meter and Message Volume as of 1:40 p.m. ET on Aug. 14, 2025 | Source: Stocktwits" width="1250" height="124"><figcaption>NIO's Sentiment Meter and Message Volume as of 1:40 p.m. ET on Aug. 14, 2025 | Source: Stocktwits</figcaption></figure>A Stocktwits user expressed disappointment at the stock’s recent performance.<stembedurl>https://stocktwits.com/Bucky712/message/625192575</stembedurl>The L80 and L90 are vehicles from Nio’s more affordable Onvo brand. Earlier this month, Nio said that it <a href="https://stocktwits.com/news-articles/markets/equity/nio-zeekr-xpeng-clock-growth-in-july-ev-deliveries-while-li-auto-takes-hit/chr3UPpRdbQ">delivered</a> 21,017 vehicles in July, including 12,675 vehicles from its premium Nio brand and 5,976 from Onvo. While this marked a growth from the company’s July 2024 delivery numbers, it still fell short of the delivery numbers from Nio’s rivals, including XPeng and Li Auto.Nio launched the Onvo brand in May 2024. The brand started selling its first vehicle–the Onvo L60–in late September. Other vehicles from the brand include the recently launched L90, a full-size SUV, and the upcoming L80 SUV.Nio is also set to unveil the third-generation ES8 SUV on August 21 in Chengdu, China, giving the public its first look before the official launch at Nio Day 2025 next month.NIO stock is up by 2% this year and by 20% over the past 12 months.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/equity/eli-lilly-to-hike-mounjaro-prices-by-170-percent-in-uk/chsRY0HRdOA">Eli Lilly To Hike Mounjaro Prices By A Whopping 170% In UK: Retail Expects Stock To See Smooth Rally Till $720</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

This Chinese EV-Maker Gets A Price Target Hike From JPMorgan, But Retail’s Concerned About The Stock’s Performance

JPMorgan lifted fiscal 2026 and 2027 volume estimates for Nio by 11% to 13% on stronger volume from the company's new L90 and L80 SUV launches.

Vietnamese electric vehicle (EV) maker VinFast (VFS) announced its first authorized dealership in California on Wednesday, as it seeks to expand sales through a network of dealerships. &nbsp;The <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.prnewswire.com/news-releases/vinfast-signs-first-dealership-in-california-302484898.html">new dealership</a>, situated in San Diego, is set to officially begin operations this month. California consumers can explore, test drive, purchase, or lease VinFast's VF 8, a 5-passenger electric mid-size SUV, and the VF 9 full-size, 3-row, 7-passenger electric SUV.While the VF8 starts at $39,900, the VF9 starts at $62,900.The Vietnamese EV maker is accelerating the development of its dealership network across the U.S. California is key to this expansion because of the state’s significant EV growth potential, the company said. The firm is also seeking and evaluating opportunities with other potential dealerships throughout California.VinFast introduced a dealership sales model in late 2023 and recently decided to fully transition to a franchise dealership model in all 50 states.The company has an established network of more than 30 authorized dealerships, with a strong presence across 15 key states in the U.S., including Texas, Connecticut, Florida, Illinois, and New York.Earlier this month, VinFast reported a surge in first-quarter revenue while losses widened. Total revenue in the quarter jumped about 150% to $656.5 million, while net loss in the period increased 20% year-over-year to $712.4 million.The company, however, maintained its target to at least double its global deliveries in 2025. Throughout 2024, the company sold 97,399 vehicles, with 87,890 units sold in Vietnam.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/VFS">VFS</a> improved from ‘bearish’ to ‘neutral’ territory over the past 24 hours while message volume remained ‘low’.<figure class="image"><img style="aspect-ratio:628/66;" src="https://news.stocktwits-cdn.com/Screenshot_2025_06_18_at_10_52_43_AM_png_be5981d41a.webp" alt="VFS's Sentiment Meter and Message Volume as of 10:50 a.m. ET on June 18, 2025 | Source: Stocktwits" width="628" height="66"><figcaption>VFS's Sentiment Meter and Message Volume as of 10:50 a.m. ET on June 18, 2025 | Source: Stocktwits</figcaption></figure> VFS stock is down by about 18% this year and by about 12% over the past 12 months.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/iran-threatens-irreparable-damage-if-us-strikes-with-missiles/chls48hRR2J">Iran Threatens 'Irreparable Damage' If US Strikes With Missiles: Analyst Says Israel Conflict To Have Limited Impact On Equities</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The VinFast VF9 is being showcased at the GAIKINDO Indonesia International Auto Show (GIIAS) in Tangerang, Indonesia, on July 17, 2024. (Photo by Garry Lotulung/Anadolu via Getty Images)

VinFast To Open First Dealership in California This Month, Investor Sentiment Improves But Not Yet Bullish

The company is also seeking and evaluating opportunities with other potential dealerships throughout California.

Vietnamese EV maker VinFast Auto (VFS) on Monday reported a surge in first-quarter revenue while losses widened.Total revenue in the quarter jumped about 150% to $656.5 million, above an analyst estimate of $521 million, as per Koyfin data.Revenue growth was driven by an increase in EV sales volumes, primarily due to growth in the Vietnam market and contributions from new overseas markets, the company stated. EV deliveries rose 296% year-on-year (YoY) to 36,330 in the period, while E-scooter deliveries rose 473% YoY.Net loss in the period was $712.4 million, representing an increase of 20% from the first quarter of 2024.Diluted net loss per ordinary share in the period came in at $0.30, compared with a loss of $0.25 in the first quarter of 2024, and above an estimated loss of $0.28.VinFast Chairwoman Madam Thuy Le noted that deliveries in the quarter exceeded the company’s total deliveries for the first half of 2024, despite the first quarter (Q1) typically being the slowest quarter of the year.The company maintains its target to at least double its global deliveries in 2025. Throughout 2024, the company sold 97,399 vehicles, of which 87,890 units were sold in Vietnam.VinFast Auto also plans to introduce its next-generation platforms and new Electrical/Electronic architecture starting with the Limo Green model in the third quarter of 2025, and extending to various existing EV models starting in 2026.VinFast’s target markets for the year are Vietnam, Indonesia, the Philippines, India, North America, and Europe. The carmaker is backed by Vietnam’s largest conglomerate, Vingroup.On Stocktwits, retail sentiment around VinFast jumped from ‘bullish’ to ‘extremely bullish’ over the past 24 hours while message volume rose from ‘normal’ to ‘high’ levels.<figure class="image"><img style="aspect-ratio:623/64;" src="https://news.stocktwits-cdn.com/Screenshot_2025_06_09_at_11_05_40_AM_png_5da3c251a6.webp" alt="VFS's Sentiment Meter and Message Volume as of 11 a.m. ET on June 9, 2025 | Source: Stocktwits" width="623" height="64"><figcaption>VFS's Sentiment Meter and Message Volume as of 11 a.m. ET on June 9, 2025 | Source: Stocktwits</figcaption></figure>A Stocktwits user noted that the company recently launched the EC Van, a compact electric cargo vehicle, in the Vietnamese market. Deliveries are expected to begin in November 2025.<stembedurl>https://stocktwits.com/wsb_kenny/message/617205938</stembedurl>The firm also recently announced the third addition to its portfolio of electric buses, called the EB 6. The 30-occupant city bus model is expected to be available in Vietnam in September 2025, followed by a 20-occupant shuttle or school bus model in the fourth quarter of 2025.The company’s new assembly plant in India is also expected to start operations in July 2025.<a href="https://stocktwits.com/symbol/VFS">VFS stock</a> is down by about 18% this year and by about 13% over the past 12 months.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/telus-to-invest-13-billion-in-alberta-over-five-years/chlEKKqRbyW">TELUS To Invest $13.5B In Alberta Over Five Years: Retail’s Yet To React</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.(Exchange Rate: 1 VND= 0.000038 USD)

The logo of VinFast VF 8, a vehicle integrating VinAI's cutting-edge safety and comfort technologies, displayed at the Convention Center during CES 2025 in Las Vegas, Nevada, USA, on Jan. 9, 2025 (Photo by Artur Widak/NurPhoto via Getty Images)

VinFast Q1 Revenue Jumps 150% But Loss Widens: Retail Optimism Surges

The company maintains its target to at least double its global deliveries in 2025.

Vietnamese EV maker VinFast Auto’s (VFS) Indian factory plans have been delayed by a month, Bloomberg <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-05-29/vinfast-in-talks-for-200-million-loan-ahead-of-india-debut">reported</a> on Thursday.The Nasdaq-listed EV maker’s factory in the state of Tamil Nadu will now be inaugurated on July 30 instead of June 30.The delay is owing to the ongoing talks between the carmaker and lenders including Central Bank of India and Union Bank of India, for a $200 million loan, the report said, citing people familiar with the matter.The loan is part of an initial tranche of the company’s planned $500 million investment in the country.A company spokesperson confirmed to Bloomberg that the firm is currently in discussions with potential partners, including financial institutions, to support its operations in the country.The report added that VinFast is finalizing its local distribution network before opening bookings for its VF6 and VF7 models in India in the coming weeks. The company is also expected to take bookings for its VF3 in 2026.The pricing of vehicles in the Indian market is currently unknown.Last month, VinFast announced that its net loss widened in the fourth quarter (Q4) of 2024, while also highlighting its expectation to at least double its vehicle deliveries in 2025.For the full year 2025, the company is looking to at least double its global deliveries. Its target markets are Vietnam, Indonesia, the Philippines, India, North America, and Europe.Through the full year 2024, the company sold 97,399 vehicles, of which 87,890 units were sold in Vietnam.On Stocktwits, retail sentiment around VinFast remained unmoved within the ‘bearish’ territory over the past 24 hours, while message volume stayed at ‘normal’ levels.<figure class="image"><img style="aspect-ratio:630/63;" src="https://news.stocktwits-cdn.com/Screenshot_2025_05_29_at_2_16_05_PM_png_5a117132a7.webp" alt="VFS's Sentiment Meter and Message Volume as of 2:15 p.m. ET on May 29, 2025 | Source: Stocktwits" width="630" height="63"><figcaption>VFS's Sentiment Meter and Message Volume as of 2:15 p.m. ET on May 29, 2025 | Source: Stocktwits</figcaption></figure> According to data from Koyfin, three of four analysts covering VinFast rate it a ‘Buy’ while one rates it a ‘Hold. The average price target on the stock is $5.83, representing an upside of over 60% from its current level.<a href="https://stocktwits.com/news-articles/markets/equity/vinfast-q4-loss-widens/chQFOO9RbWO">VFS stock</a> is down by about 16% this year and by about 27% over the past 12 months.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/alzamend-neuro-doses-first-human-patient-with-al001/ch0Axf4RbMT">Alzamend Neuro Stock Rockets On Dosing Of First Human Patient With Lithium-Delivery System AL001 In Phase II Study: Retail’s Thrilled</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

VinFast’s India Factory Inauguration Pushed By A Month, Says Report: Retail Finds No Reason To Be Bullish

The Nasdaq-listed EV maker’s factory in the state of Tamil Nadu will now be inaugurated on July 30 instead of June 30.

Vietnamese EV maker VinFast Auto (VFS) announced on Thursday that its net loss widened in the fourth quarter (Q4) of 2024, while also highlighting its expectation to at least double its vehicle deliveries in 2025.The company’s total <a target="_blank" rel="noopener noreferrer nofollow" href="https://vingroup.widen.net/s/zxsmw7lxlm/25-12847-1_d5.1_vinfast-auto-ltd._6-k2">quarterly</a> revenue stood at VND16,496.4 billion ($677.9 million), including VND15,441.5 billion in vehicle sales, representing a 70% increase from the fourth quarter of 2023. The company’s revenue for the quarter, however, fell below an analyst estimate of VND21,843.2 billion.The net loss in the quarter was VND30,594.8 billion ($1,257.2 million), representing an 81% increase from the fourth quarter of 2023.Adjusted loss per share came in at VND13,074 ($0.54) for the quarter, exceeding an estimated loss of $0.22 per share.The company sold 53,139 vehicles in the fourth quarter, of which 19% were delivered to related parties of the company.Through the full year 2024, the company sold 97,399 vehicles, of which 87,890 units were sold in Vietnam. &nbsp;For the full year 2025, the company is looking to at least double its global deliveries. Its target markets are Vietnam, Indonesia, the Philippines, India, North America, and Europe.“We are keeping our 2025 guidance, and our sales plan is built with flexibility in mind as we continue to monitor the evolving macro landscape,” said Chairwoman Thuy Le.On Stocktwits, retail sentiment around VinFast has fallen further into ‘bearish’ territory over the past 24 hours, while message volume remains at ‘extremely low’ levels.<figure class="image"><img style="aspect-ratio:1296/294;" src="https://news.stocktwits-cdn.com/Screenshot_2025_04_24_at_1_03_24_PM_png_d797f23e82.webp" alt="VFS's Sentiment Meter and Message Volume as of 1:00 p.m. ET on April 24, 2025 | Source: Stocktwits" width="1296" height="294"><figcaption>VFS's Sentiment Meter and Message Volume as of 1:00 p.m. ET on April 24, 2025 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/VFS">VFS stock</a> is down by 20% so far this year but up about 34% over the past 12 months.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/halozyme-sues-merck-over-keytruda-formulation/chQFJCpRbWB">Halozyme Sues Merck Over Subcutaneous Keytruda Formulation, Seeks Injunctive Relief</a>For updates and corrections, email newsroom[at]stocktwits[dot]com(Exchange Rate: 1 VND= 0.000038 USD)

VinFast’s Q4 Loss Widens But EV Maker Eyes Doubling Deliveries In 2025: Retail’s Unconvinced

Adjusted loss per share came in at VND13,074 ($0.54) for the quarter, exceeding an estimated loss of $0.22 per share.

Shares of Chinese EV maker Nio, Inc. ended Friday more than 4.4% lower, hitting lows last seen nearly two weeks ago, following disappointing quarterly&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nio-stock-drops-after-q4-earnings-disappoint-wall-street/ch78CPrRb5c">results</a> that drew some cautionary notes from Wall Street analysts. But retail traders have not given up just yet.According to The Fly, BofA Securities lowered its price target on Nio to $4.90 from $5 — which still presents an upside of $0.40 from the last close — and kept a 'Neutral' rating on the shares.BofA analysts noted that Nio's fourth-quarter sales jumped 16% year-over-year and 6% from the prior quarter, and the gross profit margin also improved.However, the research firm attributed Nio's higher-than-expected operating expenses (OPEX) to sales ratio to increased marketing expenses for new brands and products and service network expansion for Onvo — a sub-brand aimed at the mass market.The company also reported a 528 million yuan (RMB) non-operating loss from overseas asset revaluation due to currency depreciation, compared to gains in the previous quarter and the year-ago period.&nbsp;While volume growth in 2025 remains a positive factor, BofA remains on the sidelines, citing concerns over slower margin expansion and high OPEX.Citi, meanwhile, lowered its price target on Nio to $8.10 from $8.90 while maintaining a 'Buy' rating.&nbsp;The research firm expects Nio's first-quarter (Q1) vehicle margin to decline quarter-over-quarter to 11%-12%, citing seasonal weakness in car sales, sluggish demand for the Nio brand ahead of upgraded model launches in the second quarter (Q2), and lower-than-expected sales of Onvo.However, Citi anticipates earnings improvements starting in mid-Q2, driven by an aggressive rollout of new models in April and May and margin gains on "better scale effect."On Stocktwits, sentiment for Nio dipped from a week ago, but still ended on a ‘bullish’ level, accompanied by a 41% jump in message volume.<figure class="image"><img style="aspect-ratio:1318/302;" src="https://news.stocktwits-cdn.com/NIO_sentiment_and_message_volume_as_of_March_23_png_ac9f78dce3.webp" alt="NIO sentiment and message volume as of March 23.png" width="1318" height="302"><figcaption>NIO sentiment and message volume as of March 23. | source: Stocktwits</figcaption></figure>Several retail traders on the platform became more optimistic after Nio&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://nengpower.com/2025/03/21/nio-launches-chinas-largest-virtual-battery-swap-station-in-suzhou-transforming-grid-interaction/">reportedly</a> launched China's biggest virtual battery swap station, with a regulation capacity of 20,000 kilowatts.These are places where multiple stations are connected and managed as a single, virtual entity to optimize energy consumption and grid stability<stembedurl>https://stocktwits.com/Palmerston/message/608962822</stembedurl>One user was hopeful based on the data about China’s EV battery swaps growing at a “healthy rate.”<stembedurl>https://stocktwits.com/HonestJoe/message/608969667</stembedurl>Nio’s U.S.-listed stock has lost more than 11% in the past 12 months but is up 1.8% this year.A recent Stocktwits poll&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/retail-bets-nio-stock-to-finish-march-at-4-month-highs/ch7WzlNRbTu">reveals</a> that most retail traders believe Nio will close March above $5.50.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A worker from Chinese EV company NIO sits in a car during its final inspection at the end of the automated production line at the company's manufacturing hub on January 17, 2025, in Hefei, China.  (Photo by Kevin Frayer/Getty Images)

Nio's Q4 Stumble Draws Price Target Cuts, But Retail Traders See A Rebound Play

Citi reportedly expects Nio's Q1 vehicle margin to decline quarter-over-quarter due to seasonal weakness, sluggish demand for the Nio brand ahead of upgraded model launches in Q2, and lower-than-expected sales of Onvo.  

VinFast Auto Ltd.'s (VFS) shares rose over 1% Friday morning as retail traders cheered the EV maker's latest delivery figures.On Thursday, the company reported 53,139 global EV deliveries for the fourth quarter, marking a 143% jump from Q3 and a 342% surge from a year earlier.&nbsp;For 2024, total deliveries hit 97,399, a 192% increase from the prior year, exceeding its revised target of 80,000.VinFast said it now aims to at least double deliveries in 2025.<figure class="image"><img style="aspect-ratio:1318/324;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/VFS_sentiment_Feb_14_647f2437e1.png" alt="VFS sentiment Feb 14.png" width="1318" height="324"><figcaption>VFS sentiment and message volume on Feb. 14 as of 10:40 am ET | source: Stocktwits</figcaption></figure>On Stocktwits, sentiment climbed into the 'extremely bullish' zone amid elevated message volume.&nbsp;Many posts this week expressed hopes for a near-term rally in the stock.<stembedurl>https://stocktwits.com/UncleSam85/message/603629808</stembedurl><stembedurl>https://stocktwits.com/abdulmanank120/message/603610909</stembedurl>The Vietnamese automaker noted it delivered over 10,000 EVs in its home country this January alone, including more than 4,000 VF 3s and 3,300 VF 5s.&nbsp;The company also delivered 31,170 electric scooters and bikes in Q4, bringing the 2024 total to 70,977 — a modest 1% increase from 2023.However, some traders remain wary of VinFast's international growth. Reports suggest that despite the company's attempted push into global markets, only about 10% of its 2024 deliveries were outside Vietnam.VinFast has shifted focus to Asia, with plans for assembly plants in India and Indonesia, after shelving plans for a U.S. factory last year.VinFast's fourth-quarter and 2024 financial results are due before the market opens on April 24.The stock has lost nearly 28% over the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

VinFast Stock Rises As EV Deliveries Soar, Retail Sentiment Turns 'Extremely Bullish'

For 2024, total deliveries hit 97,399, a 192% increase from the prior year.

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