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Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is currently experiencing extreme volatility as investors react to a revenue miss and managements warning of significant capital expenditure increases, fueling a contentious debate between bulls betting on a long-term AI-driven robotics pivot and bears dismissing the stock as an overvalued hype machine. The community is actively debating the credibility of future product timelines while traders express frustration over aggressive after-hours price swings that appear designed to erode option premiums.

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 Brands is experiencing intense volatility and community buzz driven by speculative reports that the U.S. administration is preparing to move marijuana to a lower federal scheduling category. Investors are debating whether this marks a fundamental shift that could trigger a sustained rally or if it remains another 'sell-the-news' event, with many tracking the interplay between potential regulatory catalysts, short interest, and the company's long-term dilution concerns.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow shares are experiencing a significant sell-off following an earnings report where investors focused on margin compression and geopolitical headwinds in the Middle East rather than the company's revenue beat. The community is sharply divided, with some investors panic-selling over valuation concerns and software sector weakness, while others see a prime buying opportunity in a company they view as a core AI beneficiary.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is seeing heightened investor activity driven by anticipation surrounding its upcoming earnings report, with the community actively speculating on the company's potential to scale production and expand into new verticals like defense, aerospace, and AI data centers. Market participants are closely watching the Eagle Line's operational progress and potential OEM partnerships, fueling intense debate between long-term bulls looking for a breakout and bears wary of historical volatility and pre-earnings patterns.

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

Navitas Semiconductor Corp

Navitas Semiconductor (NVTS) is surging as investors pivot toward power infrastructure stocks, specifically those providing gallium nitride (GaN) solutions to solve efficiency bottlenecks in high-voltage AI data centers. While the community is actively debating the sustainability of this rally amidst high short interest, potential buyout rumors, and upcoming earnings, traders are closely watching how the stock's partnership with key AI hardware players impacts its long-term re-rating potential.

Chip

CHIP is seeing a massive surge in interest following its rapid, simultaneous listing across major trading platforms, including Robinhood. The community is actively debating its utility as a governance token for AI infrastructure while weighing the potential for long-term growth against concerns that the sudden price volatility mirrors speculative pump-and-dump cycles.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is facing a tug-of-war between strong institutional accumulation, highlighted by massive weekly buys from major holders, and ongoing market volatility driven by geopolitical tensions. While some in the community are growing impatient with price consolidation, sentiment remains focused on long-term potential as institutional blockspace markets and tokenization trends continue to develop.

Advisorshares Trust - AdvisorShares Pure US Cannabis ETF

AdvisorShares Pure US Cannabis ETF

MSOS is trending as the community reacts to President Trumps public frustration over the 'slow walking' of cannabis rescheduling by federal agencies. Investors are buzzing about the potential for a near-term catalyst as they prepare for the 4/20 holiday, fueling intense debate over whether this administrative pressure will finally trigger a move to Schedule III.

Spark is an onchain capital allocator, with $3.86B deployed across DeFi, CeFi, and RWA. It unlocks capital efficiency at scale, auto-balancing allocations based on market conditions while maintaining a conservative risk profile. Spark was created to solve DeFi’s core inefficiencies: fragmented liquidity, unstable yields, and idle stablecoin capital. It acts as a two-sided capital allocator—borrowing from Sky’s $6.5B+ reserves and deploying across DeFi, CeFi, and RWAs to provide deep, consistent liquidity. This yield is packaged into products like sUSDS and sUSDC, offering users programmable, fee-free income. Rather than competing with protocols, Spark powers them as the liquidity and yield infrastructure for onchain finance.  Access to Deep, Scalable Liquidity: Spark taps into Sky’s $6.5B+ stablecoin reserves, enabling large-scale capital deployment across DeFi, CeFi, and RWAs. User-Friendly Yield Products: Yield is delivered through stablecoins like sUSDS and sUSDC—fully composable, fee-free, and available across chains.  SparkLend: A stablecoin lending market. Unlike other lending protocols where rates fluctuate based on utilization or loan size, SparkLend offers governance-defined rates that do not vary based on those factors. This is made possible by Spark’s Liquidity Layer (SLL), which supplies consistent stablecoin liquidity to the protocol.  Spark Savings: A product for earning yield on stablecoins like USDC, and USDS (and soon, USDT) by converting them into yield-bearing sUSDS or sUSDC. These yield tokens are composable with other DeFi protocols, making it easy to put capital to work while maintaining exposure to onchain yield at a competitive risk-adjusted rate.  Spark Liquidity Layer (SLL): A backend capital allocator that routes liquidity to other protocols like Aave, Morpho, and even RWAs (e.g., BlackRock’s BUIDL). One of the most important SLL deployments on Base is the Spark USDC Morpho Vault, which currently supplies $95M USDC, making it the largest liquidity provider to the Coinbase app integration on Base. This vault plays a key role in mitigating rate volatility for borrowers and demonstrates how SLL enhances liquidity conditions across DeFi.  Existing Products: Spark's total TVL is currently $7.9B, split between SparkLend and the Spark Liquidity Layer (SLL). You can find real-time details and breakdowns here: https://defillama.com/protocol/spark#information  Spark in DeFiLlama, https://defillama.com/protocol/spark#information  SparkLend is one of the largest lending protocols in DeFi. It offers deep liquidity and governance-defined rates, providing borrowers with transparent conditions.  Spark Savings is live on Ethereum mainnet, Base, Optimism, Arbitrum, Unichain, and Gnosis, offering vaults for both USDS and USDC.  The Spark Liquidity Layer actively deploys capital across protocols on multiple chains, including Ethereum mainnet, Base, and Arbitrum.  SLL allocations in real-time, https://data.spark.fi/spark-liquidity-layer

Spark

Spark is gaining significant traction as it expands its yield-bearing stablecoin ecosystem across major chains like Optimism and Unichain, fueling community speculation about its long-term potential as institutional-grade infrastructure. Investors are actively discussing the recent surge in trading volume and the token's strategic positioning within the broader DeFi space.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending due to a powerful technical breakout and strong momentum as investors aggressively pile into the stock, fueled by high-conviction narratives around AI infrastructure and data center demand. The community is actively debating the stock's parabolic ascent, with bulls calling for extended gains toward higher price targets while bears express caution over its rapid RSI expansion and premium valuation relative to earnings.

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<ul class="summary-bullets"><li>Nebius’ Meta contract prompted Goldman Sachs to lift revenue forecasts by roughly 33% to 54% for fiscal 2027–2030.</li><li>Bank of America also turned more optimistic, increasing its price target to $175 from $150.</li><li>The firm also pointed to Nebius’ rapid data center expansion in Finland and Alabama as evidence of strengthening capacity.</li></ul>Nebius (NBIS) stock surged to a record high on Monday, reflecting growing confidence in its role as an important provider of artificial intelligence infrastructure.The stock also drew renewed attention after Wall Street analysts lifted their price targets following the company’s recent AI infrastructure agreement with Meta Platforms Inc. (META) and backing from Nvidia Corp. (NVDA).&nbsp;<h2 class="st-heading-2">Nebius’s&nbsp;Massive AI Deal Drives Optimism</h2>According to an Investing.com&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://in.investing.com/news/stock-market-news/goldman-sachs-raises-nebius-stock-price-target-on-meta-ai-contract-93CH-5334893">report</a>, Goldman Sachs increased its price target on the stock to $205 from $160 while maintaining a ‘Buy’ rating, implying a potential 42% upside to the stock’s closing price on Friday.&nbsp;The increased price target follows Nebius's securing of a multibillion-dollar deal with Meta, which provides long-term revenue visibility. Nebius finalized a long-term contract valued at $27 billion on March 16, committing to deliver AI computing infrastructure to Meta.&nbsp;Reflecting the scale of the agreement, Goldman Sachs boosted its revenue expectations for Nebius by roughly 33% to 54% between fiscal 2027 and 2030. The firm left its 2026 projections unchanged but expects meaningful upside in later years as the Meta contract ramps up.At the time of writing,&nbsp;<a href="https://stocktwits.com/symbol/NBIS">Nebius stock</a> pared some of the gains and traded over 8% higher. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_13_113856_png_bebc6eedc0.webp" alt="Screenshot 2026-04-13 113856.png" width="927" height="100"></figure><h2 class="st-heading-2">Bank Of America Highlights Capacity Expansion</h2>Bank of America analyst Tal Liani raised the firm’s price target on Nebius to $175 from $150 while maintaining a ‘Buy’ rating, citing strong industry momentum and recent contract wins, according to TheFly.&nbsp;Liani highlighted that Nebius’ recent agreements reflect a continued appetite for high-performance computing. These large-scale deals, often involving hyperscale clients, signal a structural shift as enterprises invest heavily in AI capabilities, the firm said.&nbsp;Nebius is simultaneously scaling its infrastructure footprint to meet rising demand. The company is developing new data centers in Finland and Alabama, efforts that the analyst says will enhance its ability to deliver compute capacity at scale.&nbsp;NBIS stock has gained over 88% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/net-stock-rebounds-as-cloudflare-bets-on-autonomous-ai-systems-with-new-agent-tools/cZJ8G6ARIu0">NET Stock Rebounds As Cloudflare Bets On Autonomous AI Systems With New Agent Tools</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The logo of Nebius Group on a smartphone screen, with a stock chart in the background. (Photo illustration by Cheng Xin/Getty Images)

NBIS Stock Hits All-Time High, But Goldman Sachs Reportedly Sees 42% Upside

NBIS Stock - Goldman Sachs raised its price target on the stock from $160 to $205, while reiterating its ‘Buy’ rating.

Equity

Goldman Sachs raised its price target on the stock from $160 to $205, while reiterating its ‘Buy’ rating.


<ul class="summary-bullets"><li>Muddy Waters stated in its short report in March 2026 that SoFi is a “financial engineering treadmill” rather than a healthily growing loan origination business.</li><li>The firm also added that SoFi appears to have at least $312 million worth of material misstatement in the form of unrecorded debt.</li><li>Muddy Waters stated that SoFi’s Loan Platform Business is a disguised form of borrowing, with the company booking loan proceeds as fee income.</li></ul>Short-seller Carson Block on Monday reportedly compared SoFi Technologies Inc. (SOFI) to bankrupt Enron, alleging that the company’s profits for a given period are fake.According to a Business Insider&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.businessinsider.com/carson-block-sofi-short-selling-enron-muddy-waters-research-2026-4">report</a>, Block followed up on his firm Muddy Waters Research’s bearish bet on SoFi with a new letter, stating that it operates in a “gray zone.”“We chose SOFI as a campaign subject because its financial reporting genuinely bothers us. In all seriousness, substantially all its profits in a given period are, for lack of a better word, fake,” Block stated in the letter.Shares of&nbsp;<a href="https://stocktwits.com/symbol/SOFI">SoFi Technologies</a> were up more than 3% in Monday morning’s trade. Retail sentiment on Stocktwits around the company trended in the ‘bearish’ territory at the time of writing.<h2 class="st-heading-2">SoFi Is A ‘Financial Engineering Treadmill’, Says Muddy Waters</h2>Muddy Waters stated in its short report in March 2026 that SoFi is a “financial engineering treadmill” rather than a healthily growing loan origination business.“SOFI shareholders are incessantly diluted so management can hit bonus targets through GE Capital-style loan marks and Enron-esque off-balance-sheet structures that disguise borrowings as revenue,” the firm stated in its report.Muddy Waters also added that SoFi appears to have at least $312 million worth of material misstatement in the form of unrecorded debt. It stated that if its estimate is correct, there could be other extensive misstatements that the firm has not detected yet.The firm stated that SoFi’s Loan Platform Business is a disguised form of borrowing, with the company booking loan proceeds as fee income.“The arrangement is structurally analogous to the VIE structures Enron used to keep debt off its balance sheet,” Muddy Waters stated.Enron used special-purpose entities to move debt and underperforming assets off its balance sheet, making the company appear more profitable and less risky than it actually was.<h2 class="st-heading-2">SoFi Says Short Report Designed To Deceive Investors</h2>Responding to Muddy Waters’ initial disclosure last month that it is short SoFi, the financial technology company in March 2026 said that the report is designed to deceive investors.“The claims made in the Muddy Waters report demonstrate a fundamental lack of understanding of our financial statements and business. We intend to explore potential legal action against Muddy Waters for the factually inaccurate and misleading report,” SoFi stated.<a href="https://stocktwits.com/symbol/SOFI">SOFI stock</a> is down 36% year-to-date, but up 57% over the past 12 months. The Global X FinTech ETF (FINX) is down 11% over the past 12 months, while the VanEck Social Sentiment ETF (BUZZ) is up 42%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-threatens-eliminate-iran-ships-us-blockade-strait-of-hormuz/cZJ8GyARIui">Trump Threatens To Eliminate Iran's Fast Attack Ships If They Come Close To US's Blockade Of Strait Of Hormuz</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Short-Seller Carson Block Says SoFi Profits Are ‘Fake,’ Likens Firm to Enron: Report

Block followed up on his firm Muddy Waters Research’s bearish bet on SoFi with a new letter, stating that it operates in a “gray zone.”

<ul class="summary-bullets"><li>Barclays said a murky economic outlook has dragged valuations in the sector beneath their historical levels.</li><li>However, the firm indicated stronger conviction in companies it rates ‘Overweight’.</li><li>Analysts expect a first-quarter revenue of $1.05 billion and earnings per share of $0.12.</li></ul>SoFi Technologies Inc. (SOFI) is facing a more cautious outlook from Barclays as analysts reassess valuations across the consumer finance sector ahead of upcoming first-quarter earnings reports.Barclays has trimmed its price target to $18 from a previous $28 while maintaining an ‘Equal Weight’ rating, according to TheFly. The new price target implies a potential 20% upside to the stock’s closing price on Friday.&nbsp;<h2 class="st-heading-2">Macro Pressures Weigh On Valuations</h2>According to Barclays, uncertainty in the economic backdrop has pushed sector valuations below their long-term averages. Concerns around interest rates, consumer spending resilience, and credit quality have contributed to a more conservative stance among analysts covering fintech and lending platforms.Even as it lowered its price target, Barclays noted that certain names still offer attractive risk-reward profiles. The firm indicated stronger conviction in companies it rates ‘Overweight’.<a href="https://stocktwits.com/symbol/SOFI">SoFi Technologies’ stock</a> traded over 1% higher in Monday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_06_060634_png_1f6b0af8a0.webp" alt="SOFI’s Sentiment Meter and Message Volume as of 05:45 a.m. ET on Apr.6, 2026 | Source: Stocktwits" width="934" height="104"><figcaption>SOFI’s Sentiment Meter and Message Volume as of 05:45 a.m. ET on Apr.6, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">SoFi Technologies’ New Always-On Banking Platform</h2>On Thursday, SoFi said it is expanding deeper into digital finance with the rollout of a new 24/7 banking platform that merges traditional currency services with cryptocurrency capabilities, signaling a broader push to serve businesses operating in real-time global markets.The company unveiled its “Big Business Banking” initiative, designed to allow corporate clients to manage deposits, transfer funds, and complete transactions across both fiat currencies and digital assets, including its proprietary stablecoin SoFiUSD.&nbsp;The latest move follows SoFi’s milestone achievement last year, when it became the first nationally chartered bank to enable in-app cryptocurrency trading for consumers. The company is scheduled to report its first-quarter earnings on April 29.&nbsp;Analysts expect a revenue of $1.05 billion and earnings per share (EPS) of $0.12, according to Fiscal AI data.&nbsp;SOFI stock has declined by over 39% year-to-date.&nbsp;&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-parmount-skydance-stock-rising-premarket-today/cZJ4go5RIo8">PSKY Stock Rises Premarket Today: Saudi Arabia's PIF May Put $10B Into WBD Deal</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of SoFi Technologies Inc.

SoFi Gets A Price Target Cut From Barclays Ahead Of Q1 Earnings As Macro Pressures Weigh On Fintech Valuations

SoFi Technologies Inc. (SOFI) is facing a more cautious outlook from Barclays as analysts reassess valuations across the consumer finance sector ahead of upcoming first-quarter earnings reports.

Barclays has trimmed its price target to $18 from a previous $28 while maintaining an ‘Equal Weight’ rating.


<ul class="summary-bullets"><li>Meanwhile, the company’s loss per share came in at $1.26, trailing market expectations of loss per share of $0.11.&nbsp;</li><li>Opendoor said that its acquisitions increased 46% quarter-over-quarter, while inventory days in possession reduced 23%.&nbsp;</li><li>The company said that it expects Q1 revenue to decrease approximately 10% quarter-over-quarter.</li></ul>Shares of Opendoor Technologies Inc. (OPEN) rallied more than 16% in after-market hours on Thursday after the company beat earnings expectations by a significant margin.The real estate digital platform posted revenue for the fourth-quarter (Q4) of $736 million, much above street expectations of $591.75 million, as per data from Fiscal.ai. Meanwhile, the company’s loss per share came in at $1.26, trailing market expectations of a loss per share of $0.11.The company also reported adjusted earnings before interest, tax, depreciation, and amortization of -$43 million, compared with an expectation of -$50.81 million.Opendoor said that it expects Q1 revenue to decrease approximately 10% quarter-over-quarter.<h2 class="st-heading-2">Progress Details</h2>Opendoor said that its acquisitions increased 46% quarter-over-quarter, while inventory days in possession reduced 23%.The company also noted that its October 2025 acquisition cohort, the first full month under the Opendoor 2.0 model, is on track to generate the strongest contribution margins of any October cohort in its history.These homes are also selling more than twice as fast as those acquired in October 2024, the company said, with over half already sold or under contract.“These results reflect structural improvements in how we operate with more accurate pricing, faster inventory turns, and disciplined selection,” said Kaz Nejatian, CEO of Opendoor.While newer cohorts remain in early stages, current performance is encouraging and underpins the company’s Q1 2026 contribution margin outlook, Nejatian added.<h2 class="st-heading-2">Bullish Bets</h2>New <a href="https://stocktwits.com/news-articles/markets/equity/open-stock-rallies-ahead-of-q4-report-after-lennar-bet-can-results-hold-the-gains/cZRjr3mR4wZ">filings</a> on Wednesday revealed that Lennar Corporation, one of the largest homebuilders in the U.S., has taken a significant position in the online real estate platform, holding 18.8 million shares along with multiple warrant series, signaling a strong bullish stance.Bank of America also reportedly raised its stake in the company, while Vanguard Group disclosed an ownership interest of over 11% last month.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/OPEN">OPEN shares</a> jumped to ‘extremely bullish’ from ‘bullish’ territory over the past 24 hours amid ‘high’ message volumes.Shares of the company have gained more than 200% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Opendoor Technologies (Open Door) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

OPEN Shares Soar After-Hours On Q4 Revenue Beat, Higher Acquisitions

The real estate digital platform posted revenue for the fourth-quarter (Q4) of $736 million, much above street expectations of $591.75 million, as per data from Fiscal.ai. 

<ul class="summary-bullets"><li>Opendoor is expected to post quarterly revenues of $594.02 million, based on seven analyst estimates, according to data from Fiscal.ai.&nbsp;</li><li>Analysts expect the company to post a loss per share of $0.11, lower than the loss per share of $0.16 posted in the same period last year.&nbsp;</li><li>In Dec. 2025, the company named Lucas Matheson as President and Christy Schwartz as the CFO.</li></ul>Opendoor Technologies Inc. (OPEN) was in the retail spotlight on Wednesday, ahead of its fourth-quarter (Q4) 2025 earnings that are expected after-hours on Feb. 19.On Stocktwits, retail chatter around <a href="https://stocktwits.com/symbol/OPEN">OPEN stock</a> increased 336% in 24 hours, according to data from Wednesday morning, rising from ‘low’ to ‘normal’ levels.Meanwhile, retail sentiment around the shares of the company jumped from ‘bearish’ to ‘bullish’ territory over the past day.<h2 class="st-heading-2">Q4 Expectations</h2>The real estate digital platform will post its first results under the new chief executive officer, Kaz Nejatian, a former Shopify executive, who took over the reins of the company from former CEO Carrie Wheeler as of Sept. 2025.Opendoor is expected to post quarterly revenues of $594.02 million, based on seven analyst estimates, according to data from Fiscal.ai. This is almost 45% lower than revenues of $1.1 billion posted in the same period last year, as the company navigates a severely cooled housing market and high interest rates.Meanwhile, analysts on Fiscal.ai expect the company to post a loss per share of $0.11, lower than the loss per share of $0.16 it posted in the same period last year.<h2 class="st-heading-2">Recent Leadership Overhaul</h2>In Dec. 2025, the company announced major leadership changes in a bid to accelerate its next growth phase. Opendoor named Lucas Matheson as President of the company.Matheson had previously been CEO of Coinbase Canada and had also spent five years at Shopify. Meanwhile, Christy Schwartz, who had previously served as the interim Chief Financial Officer, took over as the CFO on Jan. 1, 2026."My job is to find the best person for every seat," said Nejatian about the appointments. "This is the team for the next version of Opendoor, one built for speed, clarity, and impact. Every day we don't make real progress is a day we don't make homeownership better. We're not going to waste days."<h2 class="st-heading-2">What Are Stocktwits Users Saying?</h2>One bullish user on Stocktwits reiterated their positive outlook, saying the company’s shares would go up after earnings on ‘some good news.’<stembedurl>https://stocktwits.com/GGofCA/message/645187652</stembedurl>&nbsp;However, another bearish user predicted bad earnings that would push OPEN shares to $2.50. Shares of the company were trading at $4.61 at the time of writing.<stembedurl>https://stocktwits.com/JMandInvestments/message/645142489</stembedurl>&nbsp;OPEN stock has gained more than 191% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/what-is-sending-snap-shares-up-today/cZR0CYCR4vt">What’s Sending SNAP Shares Up Today?</a>

OPEN Stock Garners Retail Attention Ahead Of Q4 Results — What Are Analysts Expecting?

Opendoor Technologies will report its fourth-quarter (Q4) 2025 earnings after-hours on Feb. 19. 

Should You Buy GameStop ETFs Following Burry? 

GameStop draws renewed attention as Michael Burry buys shares, lifting GME and putting ETFs with exposure to the retailer in focus.

<ul class="summary-bullets"><li>Burry also noted CEO Ryan Cohen’s investment in the video game firm, saying he believes in Cohen.&nbsp;</li><li>The investor added that he likes the setup, the governance, and the strategy of the firm.&nbsp;</li><li>Cohen bought 500,000 shares each on Jan. 20 and Jan. 21, according to filings with the U.S. Securities and Exchange Commission.</li></ul>Shares of GameStop Corp. (GME) popped nearly 8% on Monday after “The Big Short” investor Michael Burry said he is buying the stock."I own GME. I have been buying recently. I expect I am buying at what may soon be 1x tangible book value / 1x net asset value,” said Burry, in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://substack.com/home/post/p-185259046">Substack post</a>, as per TheFly.Burry also noted GameStop CEO Ryan Cohen’s investment in the video game firm, saying he believes in Cohen. “And getting a young Ryan Cohen investing and deploying the company's capital and cash flows. Perhaps for the next 50 years...I am not counting on a short squeeze to realize long-term value,” Burry said.“I am fifteen years his senior, but not too old to be patient," he added.<h2 class="st-heading-2">The Long-Term Position</h2>Burry is willing to hold the meme stock for the long-term, and is “excited to see where this goes,” he said in the post. The investor added that he likes the setup, the governance, and the strategy of the firm.“Ryan is making lemonade out of lemons,” Burry said, according to a CNBC report. “He has a crappy business, and he is milking it best he can while taking advantage of the meme stock phenomenon to raise cash and wait for an opportunity to make a big buy of a real growing cash cow business.”<h2 class="st-heading-2">Insider Holdings</h2>Cohen increased his stake in GameStop by buying 500,000 shares on Jan. 20 at an average price of $21.12 per share, according to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/1326380/000092189526000131/xslF345X05/form412128005_01222026.xml">filing</a> with the U.S. Securities and Exchange Commission.Subsequently, Cohen went on to purchase another 500,000 shares on Jan. 21 at a higher average price of $21.60 per share, as per another <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/1326380/000092189526000131/xslF345X05/form412128005_01222026.xml">filing</a>, noting that he believes “it is essential for the Chief Executive Officer of any public company to purchase shares of such company in the open market with his or her own personal funds in order to further strengthen alignment with stockholders,” adding that any CEO who does not do the same “should be fired.”The company’s Director Alain Attal also bought 12,000 shares on Jan. 21, at an average price of $21.63 and another director, Lawrence Cheng, acquired 5,000 shares of the company on Jan. 23, 2026, at an average price of $22.87 per share.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/GME">GME shares</a> remained in the ‘extremely bullish’ territory over the past 24 hours amid ‘extremely high’ message volumes.One bullish user said they would hold till the stock rallied to $100. GME shares are trading at around $24.78 levels at the time of writing.<stembedurl>https://stocktwits.com/Paulauska/message/642911456</stembedurl>&nbsp;Shares of GME have declined by over 9.5% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

 A general view of the GameStop retailer store logo in the city center of Cologne, Germany.

GME Shares Surge Nearly 8% After Michael Burry Goes Long On Stock

The Big Short investor said he owns GME shares and has been buying it recently, adding that he is willing to hold it long-term. 

<ul class="summary-bullets"><li>Scotiabank reassessed the company's market position amid concerns over valuation and revenue timelines.</li><li>The firm downgraded AST SpaceMobile (ASTS) stock to ‘Underperform’ from ‘Sector Perform.’</li><li>The firm highlighted a history of timing missteps in market execution and slow adoption among U.S. and Japanese customers.</li></ul>Scotiabank has downgraded AST SpaceMobile (ASTS) stock to ‘Underperform’ from ‘Sector Perform’ and has a price target of $45.60 per share.&nbsp;The move comes as the firm reassesses the company's market position amid concerns over valuation and revenue timelines.Following the downgrade,&nbsp;<a href="https://stocktwits.com/symbol/ASTS">AST SpaceMobile stock</a> traded over 6% lower in Wednesday’s premarket. However, on Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_07_082030_png_d16650fc5a.webp" alt="ASTS’s Sentiment Meter and Message Volume as of 08:00 a.m. ET on Jan. 7, 2026 | Source: Stocktwits" width="933" height="107"><figcaption>ASTS’s Sentiment Meter and Message Volume as of 08:00 a.m. ET on Jan. 7, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Caution On Overvaluation</h2>Scotiabank said, AST SpaceMobile’s stock has "once again overshoot to what we see as irrational levels," indicating that the shares may be trading well above reasonable expectations, according to TheFly.The firm’s middle-ground assessment estimates a fair value range between $45 and $55 per share. While the firm acknowledged that AST SpaceMobile’s technology is "impressive," it also highlighted a history of timing missteps in market execution.&nbsp;Slow adoption among U.S. and Japanese customers, modest average revenue per user (ARPU), and substantial capital expenditures are cited as reasons why meaningful cash flow may not materialize until 2028 or 2029.<h2 class="st-heading-2">Strong Performance&nbsp;</h2>AST SpaceMobile has attracted significant investor interest following a strong rally last year. Its plan to offer global cellular broadband through its BlueBird satellites has generated excitement.As of Tuesday’s close, AST SpaceMobile shares have risen 32% so far this year and over 323% in the last 12 months.&nbsp;ASTS expects to send satellites into orbit roughly every 45 days throughout 2026, a pace intended to support the continuous expansion of its low Earth orbit network. Its BlueBird satellites are built to provide fast, always-on mobile internet directly to regular smartphones worldwide.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/qbts-surged-today-all-eyes-on-ces-2026-which-will-highlight-practical-quantum/cLeFVsnREMA">D-Wave Acquires Quantum Circuits For $550M To Boost ‘Fault-Tolerant Quantum Computing’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration the AST SpaceMobile logo is seen on a smartphone and a pc screen. 

Why Did ASTS Stock Tumble 6% Pre-Market Today?

Scotiabank said, AST SpaceMobile’s stock has "once again overshoot to what we see as irrational levels," indicating that the shares may be trading well above reasonable expectations.

<ul class="summary-bullets"><li>The company stated that the performance award to Cohen is divided across nine tranches, with vesting based on clearing the market capitalization and operational milestone hurdles.</li><li>Cohen’s award will vest only if GameStop’s market capitalization and operational milestones are met in full for each hurdle, according to the company.</li><li>Explaining the “at-risk” component, GameStop stated that Cohen will receive no guaranteed pay, meaning he will not receive a salary, cash bonuses, or stock that vests simply over time.</li></ul>GameStop Corp. (GME) on Wednesday announced a new 100% “at-risk” long-term performance award for CEO Ryan Cohen, incentivizing him to achieve “significant performance goals.”The company stated that the award will fully vest if GameStop’s market capitalization reaches $100 billion and its Cumulative Performance earnings before interest, taxes, depreciation, and amortization (EBITDA) reach $10 billion.<a href="https://stocktwits.com/symbol/GME">GameStop shares</a> were up more than 5% in Wednesday’s pre-market trade. Retail sentiment on Stocktwits around the company trended in the ‘bearish’ territory at the time of writing.<h2 class="st-heading-2">Award Over Nine Tranches</h2>The company stated that the performance award to Cohen is divided into nine tranches, with vesting contingent on clearing market capitalization and operational milestone hurdles.Explaining how this works, GameStop stated that the first tranche vests only if GameStop achieves a market capitalization of $20 billion. Each subsequent tranche requires an additional $10 billion increase in market capitalization, up to $100 billion in total.Cohen will also have to achieve operational milestones. The first tranche requires a Cumulative Performance EBITDA of $2.0 billion, with targets increasing for each subsequent tranche up to a cumulative amount of $10 billion.Cohen’s award will vest only if GameStop’s market capitalization and operational milestones are met in full for each hurdle, according to the company.Explaining the “at-risk” component, GameStop stated that Cohen will receive no guaranteed pay, meaning he will not receive a salary, cash bonuses, or stock that vests simply over time.<h2 class="st-heading-2">Shareholders To Vote On Proposal</h2>GameStop added that the proposed performance award for Cohen will be put to a shareholder vote at an upcoming meeting in March or April 2026.Cohen, who is the chairman of GameStop, had recused himself from the board when the performance award was created, the company said. He would also recuse himself during the shareholder vote.<a href="https://stocktwits.com/symbol/GME">GME stock</a> is up 3% year-to-date, but down 37% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-apld-stock-rising-today/cmxyy2pR4cu">Why Is APLD Stock Rising Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A GameStop sign hangs near the entrance on May 28, 2024 in Miami, Florida. (Photo by Joe Raedle/Getty Images)

GameStop Announces 100% ‘At-Risk’ Performance Award For CEO Ryan Cohen: GME Stock Gains Pre-Market

The company stated that the award will fully vest if GameStop’s market capitalization grows to $100 billion and its Cumulative Performance EBITDA reaches $10 billion.

<ul class="summary-bullets"><li>Opendoor investor Eric Jackson said the stock could reach $500, raising his previous $82 target, and that patient investors would reap the rewards.</li><li>CEO Kaz Nejatian confirmed Opendoor’s “tokenization” plans, but did not offer details.</li><li>Stocktwits sentiment for OPEN dropped to ‘neutral’ from ‘bullish,’ following a five-day stock slide.&nbsp;&nbsp;</li></ul>Opendoor Technologies, Inc.’s shares&nbsp;rose 4.6% in early premarket on Thursday, after a sharp five-session slide amid the company’s warrant issue.Meanwhile, the company’s most vocal bull, hedge fund manager Eric Jackson, has projected the stock could climb as high as $500, arguing that patient investors will ultimately be rewarded.<h2 class="st-heading-2">Jackson Urges Patience</h2>“The road to $82 → $200 → $500 is untouched,” he said in a X&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/ericjackson/status/1991181769865904152">thread</a> on Wednesday, referencing his previous $82 stock target from July. Jackson’s bullish commentary at the time kicked off a multifold surge in OPEN.Jackson argued that Opendoor’s growth strategy – driven by its new management, adoption of artificial intelligence (AI) across its offerings, tokenization plans, and steady marketplace gains – was in place and urged investors to dismiss the 28% stock slide over the past week.“OPEN rallied +96% in 3 trading days after earnings,” Jackson said, referring to the rally just ahead of the&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/opendoors-bold-ai-rebrand-after-weak-q3-falls-flat-stock-plunges-nearly-15-after-hours-retail-bulls-unfazed/cL2v1csRETG">company’s results last week</a>. “You don’t go vertical like that without a digestion period… OPEN’s long-term trajectory didn’t change this week.”He speculated that some investors sold the stock after receiving a free bundle of warrants, whose record date was Tuesday. “This is the math of a high-velocity stock with a brand-new warrant instrument attached to it… It’s just traders being traders.”<h2 class="st-heading-2">Retail Mood Dropping</h2>On Stocktwits, the retail sentiment for&nbsp;<a href="https://stocktwits.com/symbol/OPEN">OPEN</a> shifted to ‘neutral’ as of early Thursday, from ‘bullish’ the previous day, signaling that retail investors might be losing patience.<figure class="image"><img style="aspect-ratio:638/76;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_20_at_2_50_44_PM_png_cd6eeb9dfa.webp" alt="Screenshot 2025-11-20 at 2.50.44 PM.png" width="638" height="76"><figcaption>OPEN sentiment and message volume as of November 20 | Source: Stocktwits</figcaption></figure>“$OPEN I will sell some of my stake today and invest in $<a href="https://stocktwits.com/symbol/YYAI">YYAI</a>, this is the next one,” said one user, referring to shares of AiRWA, Inc., which recently&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/Airwa-emerges-as-hottest-talk-of-retai-trader-town/ch6YDj4R3VH">pivoted fully to Web3 and crypto</a> amid surging retail buzz.So far this year, Opendoor’s stock is still up 318%.<h2 class="st-heading-2">CEO Confirms Tokenization Plans</h2>Simultaneously, Opendoor CEO Kaz Nejatian seemingly confirmed the company’s “tokenization” plans. Although details remain sparse, retail and meme-stock investors speculate that the company may roll out tradable digital tokens tied to fractional ownership of homes and other real estate. Chatter also points to a potential introduction of stablecoin- or crypto-based payments on the Opendoor platform.“We are not behind,” Nejatian said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CanadaKaz/status/1991151965829583302?s=20">X post</a>, in response to another about the company’s tokenization plans. “And the race isn’t to be first to launch. It is to be the winner.”Zacks Equity Research published an investor note on Tuesday, praising the company’s AI efforts.“Opendoor has launched more than a dozen AI-powered products in just weeks, including end-to-end AI home scoping, automated title and escrow workflows, multilingual AI valuation agents, and a revamped inspection system,” the firm said.&nbsp;The tools have already reduced home assessments from nearly a day to about 10 minutes, and the number of employees needed in underwriting has been reduced from as many as 11 to just one. Consequently, weekly acquisition contracts for Opendoor doubled between mid-September and late October, Zacks noted.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A smartphone displays the logo of Opendoor Technologies Inc. (Photo illustration by Cheng Xin/Getty Images)

Opendoor’s Biggest Bull Says Stock Can Hit $500; CEO Confirms Tokenization Push

However, Stocktwits sentiment for OPEN dropped to ‘neutral’ from ‘bullish,’ following a five-day stock slide. 

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