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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's earnings and guidance beat is driving significant after-hours chatter, though some question if it's enough to justify the current valuation. Community members are closely watching the conference call for further insights, with some drawing parallels to recent market reactions to other AI-related stocks. Skepticism remains around the sustainability of AI partnerships and revenue, with some suggesting a potential pullback.

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

ALT is trending amid mixed sentiment, with some community members expressing concerns about trial data and potential delays, using hashtags like #endpointfailures and #delays. Meanwhile, other investors remain bullish, emphasizing the potential of their drug and dismissing bearish arguments, while awaiting key data releases and FDA feedback. Discussions include the impact of PathAI approval and speculation around potential partnerships.

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 react to earnings news and a surprise CEO departure, with community members debating whether the results justify the stock's surge. Bullish sentiment highlights a potential turnaround and strong China sales, while bears cite valuation concerns and leadership uncertainty. The stock's movement is also drawing comparisons to other retail companies and potential sector-wide recovery.

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, driven by a recently announced $40M offering that sparked a sharp sell-off, overshadowing positive Q3 results. The community is debating the offering's impact, potential for a dead cat bounce, and whether it's a buying opportunity or a sign of further decline. Some traders are drawing parallels to other high-flying stocks, while others remain optimistic about MIGI's long-term prospects in the digital infrastructure space.

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

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SOUN is trending amid analyst upgrades and community speculation about upcoming catalysts, including a presentation at the Barclays Global Technology Conference. Community members are actively debating the potential for a short squeeze, while also discussing the company's fundamentals and competition in the AI sector. Recent news of partnerships and integrations is adding to the buzz, with bulls hoping for a sustained upward move.

Costco Wholesale Corp. engages in the provision of operation of membership warehouses through wholly owned subsidiaries. It operates through the following geographical segments: United States, Canada, and Other International Operations. The company was founded by James D. Sinegal and Jeffrey H. Brotman in 1983 and is headquartered in Issaquah, WA.

Costco Wholesale Corp

Costco is trending as investors digest recent earnings and revenue figures, with community chatter focusing on membership growth, online sales traction, and potential special dividends. Despite positive aspects, concerns about valuation, tariffs, and the company's legal actions are also part of the conversation. Overall, the community is assessing whether Costco can maintain its premium valuation amid changing economic conditions and shifting consumer behavior.

RH operates as a holding company which operates the business through its subsidiary Restoration Hardware, Inc. It offers furniture, lighting, textiles, bath ware, decor, outdoor and garden, as well as baby and child products. The company operates an integrated business with multiple channels of distribution including galleries, source books and websites. The company was founded by Stephen J. Gordon in 1980 and is headquartered in Corte Madera, CA.

RH - Ordinary Shares - Class A

Restoration Hardware

RH (Restoration Hardware) is trending due to mixed reactions surrounding its earnings call and future guidance, with some questioning the CEO's commentary. The community is actively discussing the potential impact of tariffs and interest rate decisions on the luxury home furnishings sector. Bullish investors are anticipating a short squeeze, while bearish investors are pointing to a potential price drop.

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 prepares to unveil its AI and autonomy advancements, with the community eager to learn about the company's technology roadmap; discussions include expectations for hands-free driving and potential competition with Tesla. Amidst excitement for the event, some investors express concerns over capital expenditure on AI and question the timing of lidar integration, while others remain bullish, anticipating a transformative presentation.

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY is trending as the market eyes new all-time highs, fueled by anticipation around Broadcom's earnings and the potential impact on AI-driven stocks. Community chatter reflects a battle between bulls and bears, with debates over market manipulation and the sustainability of the current rally. Some traders are expressing concerns about overvaluation and potential corrections, while others remain optimistic, pointing to the Fed's actions and overall market momentum.

Yee is a community based memecoin with one mission: to fight Pepe again. Made to honor the iconic meme rivalry we all know and love.  The Yee Legend  [Filed by: Yee’s Archivist & Legal Representative]  There’s something the meme world refuses to talk about: Pepe the Frog stole Yee the Dino’s entire launch plan.  Yee had been preparing for his comeback for months, but Pepe launched two weeks earlier, hijacking Yee’s concept and selling it as his own.  The charges? Meme theft, intellectual forgery, and historical erasure.  Yee’s official contract was filed in April 2023, right after Pepe’s surprise drop. This wasn’t timing—it was theft. The archives are about to open, and history is about to be corrected

Yee Token

$YEE is gaining traction, fueled by community enthusiasm and growing momentum within the Ethereum ecosystem. Discussions highlight the token's strong chart, steady accumulation by smart wallets, and potential as the next big meme, drawing comparisons to $PEPE. With a narrative rooted in Ethereum's meme culture, $YEE is capturing attention as a compelling play in the crypto space.

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 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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Time for Defensive ETFs on Renewed Trump Tariff Threats?

Renewed Trump tariff threats hit markets hard on Oct. 10, 2025. Defensive plays like BTAL, HDGE, CTA, and KMLM outperformed S&P 500 last week as investors sought safety amid rising volatility.

Iridium Communications Inc. (IRDM) announced a new partnership with Syniverse, a mobile connectivity solutions provider, to support the deployment of Iridium’s NTN Direct service.The platform supports standards-based direct-to-device connectivity, addressing a crucial requirement for mobile network operators (MNO) aiming to broaden their services internationally.Iridium NTN Direct’s integration with Syniverse’s international mobile infrastructure aims to simplify deployment for MNOs looking to extend connectivity beyond conventional land-based networks.Forecasts from GSMA indicate that by 2025, 85% of mobile network operators planning to adopt non-terrestrial network (NTN) services will favor Low-Earth Orbit (LEO) systems.&nbsp;Iridium NTN Direct meets this demand by delivering narrowband IoT messaging and emergency SOS features in line with 3GPP Release 19 standards.&nbsp;Its capabilities make it viable for use in industries like transportation, agriculture, logistics, utilities, and energy.Iridium operates a fully functional satellite network that is internally managed, giving it a distinct advantage through worldwide coverage and regulatory alignment.&nbsp;"We're building the backbone of the global D2D movement, the right way and with the right partners as we prepare for on-air testing with MNOs and chipmakers in the coming months," said Iridium CEO Matt Desch.The company works directly with roughly 600 carriers in 170 nations and links more than 830 mobile providers via its IPX backbone. This infrastructure enables MNOs integrating Iridium NTN Direct to deploy services more quickly without compromising reliability.The finalization of 3GPP Release 19 is expected by late 2025, paving the way for the debut of Iridium NTN Direct-enabled consumer devices in 2026.&nbsp;On Stocktwits, retail sentiment around Iridium Communications remained in ‘bullish’ territory with a high message volume.<figure class="image"><img style="aspect-ratio:632/68;" src="https://news.stocktwits-cdn.com/Screenshot_2025_05_29_085941_png_0eca10d677.webp" alt="IRDM's Sentiment Meter and Message Volume as of 09:00 a.m. ET on May 29, 2025 | Source: Stocktwits" width="632" height="68"><figcaption>IRDM's Sentiment Meter and Message Volume as of 09:00 a.m. ET on May 29, 2025 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/IRDM">Iridium</a> stock has lost over 11% in 2025 and over 14% in the last 12 months.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/sentinel-one-stock-slumps-despite-sales-beat/ch0A81MRbtn">SentinelOne Stock Slumps Despite Q1 Sales Beat As Wall Street Turns Cautious: But Retail Is Buying The Dip</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Bundeswehr is reportedly contemplating assembling at least one satellite constellation to reduce its reliance on Starlink and other communications networks.

Iridium Partners With Syniverse To Launch Global Satellite Service: Retail Stays Confident 

Iridium’s NTN Direct will offer global, standards-based satellite connectivity, supporting mobile network operators in expanding direct-to-device communication across remote regions.

Equity

Palantir Technologies (PLTR) shares fell more than 13% in morning trading on Tuesday, with analysts citing valuation concerns despite a strong first-quarter report.The company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/palantir-wows-retail-traders-with-2025-q1-beat-guidance-hike/chi4p5kRb17">posted</a> adjusted earnings per share of $0.13, meeting analyst expectations, while revenue for the quarter reached $883.86 million, surpassing estimates of $862 million.CEO Alex Karp said that “Palantir is on fire” and that he’s “very optimistic” about the current setup during Monday's earnings call after the bell.While several analysts praised the company’s revenue rising 39% year-over-year (YoY), prompting it to raise its full-year forecast to between $3.89 billion and $3.90 billion, others were more cautious, as per notes to investors cited by TheFly.Mizuho raised its price target to $94 but kept an ‘Underperform’ rating, writing that it is “very difficult to justify the stock's very high multiple,” which it believes already reflects substantial growth expectations.&nbsp;RBC maintained its $40 target and ‘Underperform’ rating, citing concerns over Palantir’s product differentiation and long-term growth runway.&nbsp;The brokerage said the risk-reward profile remains skewed given the stock's premium valuation.Still, some on Wall Street acknowledged the strength of the quarter. Morgan Stanley said the company is “one of the clearest AI beneficiaries,” while Wedbush highlighted “robust beats across the board.”&nbsp;They continue to view Palantir as a key player in the AI boom. Much of their optimism is tied to the company’s Artificial Intelligence Platform (AIP), which has seen rising customer interest.However, even bullish analysts suggested Palantir’s AI leadership is “well known” and “priced in.”<a href="https://stocktwits.com/symbol/PLTR">Palantir's stock</a> remains up 43% year-to-date and has surged nearly 350% over the past 12 months.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/economist-kenneth-rogoff-believes-trump-trade-policy-is-speeding-up-dollar-decline/chiIJtJRbS7">Economist Kenneth Rogoff Believes Trump’s Trade Policy Is Speeding Up Dollar’s Decline, Calls Navarro President’s ‘Rasputin’</a>

Palantir is an American software company specializing in big data analytics and enterprise software platforms for government agencies, defense, healthcare, and commercial clients. 

Palantir Stock Plummets As Analysts Flag Valuation Risks Despite Q1 Revenue Beat

Analysts warn that while Palantir's execution is impressive, concerns remain that its stock trades at a valuation difficult to justify without further acceleration.

Goldman Sachs (GS) shares were trading in the green in Tuesday’s pre-market session ahead of its fourth-quarter (Q4) earnings scheduled before the bell on Wednesday.According to FinChat, the bank is expected to report earnings per share (EPS) of $8.29 on revenue of $12.46 billion. Notably, Stocktwits data shows that Goldman Sachs has topped Wall Street earnings expectations in the last four quarters.The bank’s stock trading and investment banking operations drove its third-quarter earnings, with profits soaring 45% year-over-year. Investors will watch how these operations performed during the fourth quarter and for any management remarks about 2025 prospects.The bank has been in the news lately since it <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.goldmansachs.com/pressroom/press-releases/2025/creation-of-capital-solutions-group">created</a> the Capital Solutions Group, which will combine and grow its suite of financing, origination, structuring, and risk management solution activities in global banking and markets.The lender is also expanding its alternatives investment team in Asset &amp; Wealth Management. CEO David Solomon said there is significant demand from the bank’s investing clients for private credit and private equity.“Our strategy and core franchise strengths position Goldman Sachs to operate at the fulcrum of one of the most important structural trends taking place in finance: the emergence and growth of private credit and other asset classes that can be privately deployed,” he said.Ahead of the Q4 earnings release, retail sentiment on Stocktwits climbed into the ‘neutral’ territory (48/100) from ‘bearish’ a day ago, accompanied by ‘extremely high’ message volumes.<figure class="image"><img style="aspect-ratio:1866/434;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2025_01_14_at_7_38_02_AM_cf22f6ea1c.png" alt="GS’ Sentiment Meter and Message Volume as of 7:14 a.m. ET on Jan. 14, 2025 | Source: Stocktwits" width="1866" height="434"><figcaption>GS’ Sentiment Meter and Message Volume as of 7:14 a.m. ET on Jan. 14, 2025 | Source: Stocktwits</figcaption></figure>Retail chatter in recent days indicated a skeptical view of the stock.<stembedurl>https://stocktwits.com/GrindTime/message/599793463</stembedurl><stembedurl>https://stocktwits.com/ShortingDownBadStocks/message/599769412</stembedurl><stembedurl>https://stocktwits.com/Ferrari168/message/599766734</stembedurl>According to TheFly, JMP Securities analyst Devin Ryan recently raised the firm's price target on Goldman Sachs to $625 from $585 while keeping an ‘Outperform’ rating on the shares.The new price target leaves nearly 4% upside potential for the stock. Shares of <a href="https://stocktwits.com/symbol/GS">Goldman Sachs</a> have gained almost 48% over the past year.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/spirit-aerosystems-stock-in-spotlight-after-fiber-materials-sale/chGN0MvRNn">Spirit AeroSystems’ Stock In Spotlight After $165M Sale Of Fiber Materials To Tex-Tech Industries: Retail’s Unconvinced</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a Goldman Sachs Group logo seen displayed on a monitor. (Photo Illustration by Valera Golovniov/SOPA Images/LightRocket via Getty Images)

Goldman Sachs Q4 Earnings Preview: Investors Likely To Eye Stock Trading, Investment Banking Operations After Solid Q3

According to FinChat, the bank is expected to report earnings per share (EPS) of $8.29 on revenue of $12.46 billion.

Kinder Morgan Inc. (KMI) shares rose over 1% on Monday after the energy infrastructure company <a target="_blank" rel="noopener noreferrer nofollow" href="https://ir.kindermorgan.com/news/news-details/2025/Kinder-Morgan-Announces-Acquisition-of-Gas-Gathering--Processing-System-in-Bakken-from-Outrigger-Energy-II/default.aspx">said</a> its subsidiary, Hiland Partners Holdings LLC, will purchase a natural gas gathering and processing system in North Dakota from Outrigger Energy II LLC for $640 million.The deal also includes a 270 million cubic feet per day (MMcf/d) processing plant and rich gas header system in Williston Basin, North Dakota.KMI Natural Gas Midstream President Tom Dender said the acquisition will enable the firm to efficiently expand its footprint and provide incremental transportation and processing services to meet the growing needs of our customers.The company expects the acquisition to be immediately accretive to its shareholders, with 2025 adjusted earnings before interest, tax, depreciation, and amortization (EBITDA) multiple of approximately eight times on a full-year basis.KMI also expects to reduce future capital expenditures needed to accommodate the growth of its existing Bakken customers.Initially, the firm plans to fund the transaction with short-term borrowings and cash.On Stocktwits, retail sentiment jumped into the ‘extremely bullish’ territory from ‘bullish’ a week ago, hitting a one-year high. The move was accompanied by ‘extremely high’ retail chatter.<figure class="image"><img style="aspect-ratio:1880/440;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2025_01_13_at_10_50_52_AM_e08c1dfa68.png" alt="KMI’s Sentiment Meter and Message Volume as of 10:33 a.m. ET on Jan. 13, 2025 | Source: Stocktwits" width="1880" height="440"><figcaption>KMI’s Sentiment Meter and Message Volume as of 10:33 a.m. ET on Jan. 13, 2025 | Source: Stocktwits</figcaption></figure>Last month, KMI announced its expectations for 2025. The firm expects to generate $1.27 of adjusted earnings per share (EPS) and $8.3 billion of adjusted EBITDA.The company expects to invest $2.3 billion in discretionary capital expenditures, including expansion projects and contributions to joint ventures, funded out of internally generated cash flow.KMI expects to end 2025 with a net debt-to-adjusted EBITDA ratio of 3.8 times.Meanwhile, Bank of America has raised the firm's price target on Kinder Morgan to $30 from $28 while keeping a ‘Buy’ rating on the shares. <a href="https://stocktwits.com/symbol/KMI">KMI shares</a> have gained over 60% over the past year.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/wells-fargo-q4-earning-preview/chGNBaLRNL">Wells Fargo Q4 Earnings Preview: Investors Eye NII Figure, Analysts Sound Optimism Ahead Of Quarterly Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Kinder Morgan, Inc. logo appears on a smartphone screen in this illustration photo in Reno, United States, on January 5, 2025. (Photo by Jaque Silva/NurPhoto via Getty Images)

Kinder Morgan Stock Rises On $640M Deal To Buy Natural Gas Processing System In North Dakota: Retail Sentiment Soars To Year-High

The deal includes a 270 million cubic feet per day (MMcf/d) processing plant and a rich gas header system in Williston Basin, North Dakota.

AGF Investments Trust - AGF U.S. Market Neutral Anti-Beta Fund

Bullish: S&P grinds higher

Choppy but up: buy dips

Sideways: fade the move

Bearish: this rally falls off

The Federal Reserve just announced a 0.25 percentage point interest rate cut at its December 10, 2025 meeting.​ Share your outlook on how the latest Federal Reserve interest rate cut will impact stocks and the S&P 500 over the next month.

How do you think today’s Fed rate cut impacts stocks over the next month?

Current Price	$14.13
Prev Close	$14.17
Open	$14.17
Dividend Yield	N/A
50-Day Moving Average	$15.18
Beta	N/A
Avg. Volume	796,095.47
PE Ratio	N/A

52-Week High	$22.10
52-Week Low	$14.12
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A
Enterprise Value/EBITDA	N/A

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AGF Investments Trust - AGFiQ U.S. Market Neutral Anti-Beta Fund

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