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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 is trending amid excitement surrounding a new partnership with Perplexity AI, which includes a $400 million deal and integration of AI search into Snapchat. The community is discussing the potential for this deal, combined with a stock buyback program, to signal a turnaround and re-rate the stock, especially given Snap's large user base and AI initiatives. Some traders are anticipating a short squeeze and upgrades from analysts.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingo ($DUOL) is trending as investors debate the impact of AI on its language learning platform. While some fear free AI translation apps could disrupt their business, others argue that language learning is irreplaceable and see long-term value, especially with growing revenue and user numbers. Community discussions also revolve around the recent stock drop following earnings, with some viewing it as a manipulation and buying opportunity.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is trending as investors anticipate potential news, possibly a partnership or buyout, around the upcoming earnings call. Community discussions revolve around the possibility of a short squeeze, with some expressing frustration over the stock's performance and management's communication. Speculation about a potential deal with AstraZeneca is circulating, fueled by their aligned earnings call dates and a past real estate transaction.

Figma, Inc. is an AI-powered design platform that enables seamless collaboration across the entire product development lifecycle. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is trending as investors assess the impact of recent earnings and guidance, with debates focusing on long-term profitability and growth potential. Community members are weighing the company's AI integration and potential for a short squeeze against concerns about valuation and lock-up periods. The stock's performance relative to peers and broader market trends is also a key talking point.

Avantis is the largest RWA perps DEX in DeFi, built on and backed by Base. Avantis allows users to trade crypto and real-world assets (RWAs), including FX, commodities, indices, and equities. Backed by Pantera and Coinbase, Avantis is the largest DEX on Base by volumes, and brings institutional-grade products to DeFi, letting users trade with up to 500x leverage in a transparent, permissionless environment.  Avantis is best known for launching zero-fee perpetuals (ZFP) — a first-of-its-kind primitive where traders only pay fees if they profit. They've also brought leveraged RWAs onchain. This has driven explosive growth: over $20B+ in cumulative volume and 15M+ run-rate revenues since Febrruary 2024.

Avantis

Avantis ($AVNT) is trending as the community debates its potential amid discussions of buybacks and token unlocks scheduled for February. Some investors express concerns about competitor influence, particularly from $BNB and $ASTER, while others champion $AVNT as a Coinbase-backed project with a live buyback dashboard and locked developer tokens. Traders are watching key price levels, anticipating volatility and potential for a short squeeze.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell Technology is trending amid speculation around potential partnerships and recent insider buying, with community members closely watching resistance levels. SoftBank's earlier interest in a takeover is resurfacing in discussions. Despite sector tailwinds, the stock's YTD performance remains a key talking point.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is trending as analysts weigh in following recent earnings and amid some volatility related to data privacy concerns and short-seller reports. The community is actively discussing price targets, potential SEC investigations, and the company's growth prospects in the mobile gaming and e-commerce sectors, with some anticipating a continued climb while others remain cautious.

BGM Group Ltd. is a holding company, which engages in the technology fields of AI application, intelligent robots, algorithmic computing power, cloud computing, and biopharmaceuticals. It operates through the following segments: Oxytetracycline and Licorice Products, and Traditional Chinese Medicine Derivatives (TCMD); Heparin Products and Sausage Casing; and Fertilizer. The Oxytetracycline and Licorice Products, and TCMD segment focuses on the development, manufacture, marketing, and sale of oxytetracycline products, licorice products, and TCMD. The Heparin Products and Sausage Casing segment treats cardiovascular diseases, cerebrovascular diseases, and hemodialysis. The Fertilizer segment includes Xiongguan, Organic Fertilizer and Xiongguan, and Organic-Inorganic Compound Fertilizer. The company was founded on February 7, 2019 and is headquartered in Chengdu, China.

BGM Group Ltd. - Ordinary Shares - Class A

BGM Group Ltd

BGM is trending amid community discussions about its potential in AI and robotics, with some viewing it as an undervalued play in the sector. Community members are closely watching for a breakout, citing technical indicators and recent acquisitions as potential catalysts. Some traders believe BGM's strategic shift and consolidation in the AI landscape positions it for significant growth.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty ($ELF) is trending due to a recent analyst downgrade from Piper Sandler, citing concerns about growth and profitability despite the Rhode brand acquisition, causing a sharp stock drop and sparking debate among investors about its valuation. Some see the dip as a buying opportunity, pointing to the brand's Gen Z appeal and potential tariff benefits, while others express skepticism about its growth prospects and caution against investing in makeup companies amid technological advancements.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

CELH is trending as investors anticipate upcoming earnings, with many expecting strong results driven by growth, distribution, and the Alani Nu acquisition. The community is closely watching for a potential breakout and discussing the possibility of a run-up leading to earnings. Some traders believe the stock is being manipulated, presenting a buying opportunity before a potential surge.

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All You Need to Know About Berkshire Hathaway B (BRK.B) Rating Upgrade to Buy

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<ul class="summary-bullets"><li>U.S. data centers will require 22% more grid power by the end of 2025 than they did one year earlier, as per an S&amp;P Global report.</li><li>Amazon reportedly stated that PacifiCorp provided insufficient power for one data campus, no power for a second campus, and made no significant progress toward supplying power to the other two.</li><li>Last month, PJM Interconnection, which manages North America’s largest power grid, urged the Federal Energy Regulatory Commission to review Exelon’s power supply agreement with Amazon.</li></ul>Amazon reportedly filed a complaint last week against Berkshire Hathaway-owned PacifiCorp for failing to provide sufficient electricity to its four new data centers.According to a Bloomberg news <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-11-04/amazon-says-berkshire-utility-failing-to-power-data-centers">report</a> citing a complaint to the Public Utility Commission of Oregon, the Portland, Oregon-based utility breached obligations dating back to 2021 to provide sufficient power for the projects.Amazon reportedly stated that PacifiCorp provided insufficient power for one data campus, no power for a second campus, and “has refused to even complete its own standard contracting process for the third and fourth Data Center Campuses.”Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/BRK.B">Berkshire Class B shares</a> was in the ‘neutral’ territory at the time of writing.<figure class="image"><img style="aspect-ratio:792/105;" src="https://news.stocktwits-cdn.com/BRK_B_Nov_3_JPG_d3fea6d87e.webp" alt="BRK’s Sentiment Meter and Message Volume as of 10:03 p.m. ET on Nov. 3, 2025 | Source: Stocktwits" width="792" height="105"><figcaption>BRK’s Sentiment Meter and Message Volume as of 10:03 p.m. ET on Nov. 3, 2025 | Source: Stocktwits</figcaption></figure>Berkshire's utility businesses posted a 9% decline in operating earnings in the third quarter amid wildfire-related costs and higher spending on natural gas pipelines.<h2 class="st-heading-2">Utilities Struggle To Keep Up With Booming Demand</h2>Amazon’s complaint raised fresh concerns about the U.S. utilities' ability to quickly ramp up infrastructure to keep pace with the rapid rise of data centers used to facilitate cloud computing, streaming services, and a wide range of AI applications. U.S. data centers will require 22% more grid power by the end of 2025 than they did one year earlier, and will need nearly three times as much in 2030, according to a report by the S&amp;P Global.The data centers are also attracting regulatory scrutiny over their potential impact on customer bills. Last month, PJM Interconnection, which manages North America’s largest power grid, urged the Federal Energy Regulatory Commission to review Exelon’s power supply agreement with Amazon.<h2 class="st-heading-2">What Routes Are The Tech Giants Taking To Ensure Power Supply?</h2>To ensure a stable power supply all day for their giant data center complexes, increasingly reducing reliance on traditional grid connections by pursuing a mix of on-site generation, private microgrids, direct power purchase agreements with renewable producers, as well as emerging tech solutions such as small modular nuclear reactors and fuel cells.Last month, utility firm NextEra and Google announced they had signed an agreement to restart the Duane Arnold nuclear power plant in Iowa to power the tech giant’s cloud infrastructure. Last year, Microsoft struck a deal with Constellation Energy to restart the Three Mile Island nuclear power plant in Pennsylvania. At the same time, fuel cell maker Bloom Energy is powering Oracle’s data centers.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/goldman-sachs-ceo-predicts-m-and-a-boom-on-tremendous-backlog/cL2FwzFR3C4">Goldman Sachs CEO Predicts M&amp;A Boom On 'Tremendous Backlog' As Regulatory Tide Turns: 'CEOs Are Unleashed'</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Amazon Web Services (AWS) logo is seen in this illustrtion photo taken in Warsaw, Poland on 21 November, 2023. (Photo by Jaap Arriens/NurPhoto via Getty Images)

Amazon Accuses Berkshire's Utility Arm Of Starving Data Centers Of Power, Sparks Fresh Grid Worries

The Seattle-based firm said that the utility breached obligations dating back to 2021 to provide sufficient power for the data center projects.

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Berkshire Hathaway, Inc. is a holding company, which engages in the provision of property and casualty insurance and reinsurance, utilities and energy, freight rail transportation, finance, manufacturing, and retailing services. It operates through the following segments: Insurance, Burlington Northern Santa Fe, LLC (BNSF), Berkshire Hathaway Energy (BHE), Pilot Travel Centers (PTC), Manufacturing, McLane, and Service and Retailing. The Insurance segment includes the underwriting of GEICO, Berkshire Hathaway Primary Group, and Berkshire Hathaway Reinsurance Group. The BNSF segment involves the operation of railroad systems. The BHE segment focuses on regulated electric and gas utility, power generation and distribution, and real estate brokerage activities. The PTC segment consists of managing travel centers and marketing of wholesale fuel. The Manufacturing segment refers to industrial, consumer and building products, home building, and related financial services. The McLane segment covers the wholesale distribution of groceries and non-food items. The Service and Retailing segment relates to the provision of shared aircraft ownership programs, aviation pilot training, electronic components distribution, retailing businesses, automobile dealerships and trailer, and furniture leasing services. The company was founded by Oliver Chace in 1839 and is headquartered in Omaha, NE.

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Berkshire Hathaway Inc. - Ordinary Shares - Class B

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