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SMX (Security Matters) Plc is a holding company, which engages in the provision of authentication solutions. It offers brand protection, authentication, and track and trace technology. The company was founded by Haggai Alon on July 1, 2022 and is headquartered in Dublin, Ireland.

SMX (Security Matters) Plc

SMX (Security Matters) PLC

SMX is trending following news of strengthening its balance sheet by converting convertible notes, eliminating corporate-level indebtedness and potential equity overhang. This development has ignited fervent community discussion, with many anticipating a massive short squeeze due to the perceived low float and high short interest. However, others remain cautious, recalling the stock's history of extreme volatility and sharp price corrections, debating if this marks a significant rebound or another speculative cycle.

Ondas Holdings, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Holdings Inc

Ondas Holdings is generating significant buzz as its subsidiary is reported to be a prime contractor for a major border security initiative, fueling strong community discussion around its autonomous drone and counter-UAS capabilities. Investors are actively anticipating substantial growth, viewing the company as a key player in the expanding global defense sector, especially with broad tailwinds from increased military spending and drone technology adoption.

Aclarion, Inc. is a healthcare technology company, which engages in the provision of Magnetic Resonance Spectroscopy (MRS), and a proprietary biomarker to optimize clinical treatments. It utilizes Artificial Intelligence to assist in quality control processes that flag spectroscopy data indicative of a poor MRS study. It offers NOCISCAN Suite, a revolutionary software suite that works with existing high field Magnetic Resonance systems and Magnetic Resonance Spectroscopy pulse sequence packages using an optimized protocol to conduct MRS exams of lumbar discs. The company was founded by James C. Peacock, David S. Bradford, and Jeffrey Lotz in 2008 and is headquartered in Broomfield, CO.

Aclarion Inc

Aclarion Inc. (ACON) is gaining significant traction following its corporate outlook, highlighting triple-digit growth for its AI back pain platform, a debt-free balance sheet with substantial cash, and expanding commercial reach. The community is actively debating the stock's exceptionally low share float and high cash-per-share value, anticipating a potential short squeeze and sustained upward momentum. However, some market participants express caution regarding historical volatility and perceived manipulation as volume surges around key price points.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending after receiving positive FDA feedback, confirming its sonelokimab therapy can proceed with a Biologics License Application for hidradenitis suppurativa without additional clinical trials. The community is actively discussing the potential for significant analyst price target upgrades and renewed buyout speculation, with many anticipating a substantial increase from current levels. Despite volatile trading, investors see this de-risked regulatory pathway as a strong catalyst for future appreciation, especially with an Investor Day announced for February.

flyExclusive, Inc. engages in owning and operating jet aircraft for private jet passengers. It manages all aspects of the customer experience, in-house maintenance, repair, and overhaul services, including paint, interiors, and avionics capabilities. The company was founded by Thomas James Segrave, Jr. in 2015 and is headquartered in Kinston, NC.

flyExclusive Inc. - Ordinary Shares - Class A

flyExclusive Inc. is actively trending following a significant partnership with Starlink, positioning the company as an authorized dealer and installer for SpaceX's high-speed in-flight connectivity on private jets. This development has fueled widespread community discussion around its potential to drive a substantial short squeeze and future price appreciation, though some traders note existing volatility.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is trending after experiencing a multi-day pullback, with investors keenly debating whether the stock is ripe for a bounce due to oversold technicals. While many anticipate a rebound, others express caution, highlighting a perceived lack of immediate AI catalysts compared to peers and Apple's recent market capitalization shift behind Alphabet. This dynamic has created a split in community sentiment, ranging from aggressive dip-buying to continued bearishness.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending due to its recent inclusion in the S&P MidCap 400 index, sparking anticipation of significant institutional buying. The community is actively discussing the company's strong financial position and its strategic pivot into Agentic AI orchestration, with many viewing it as an undervalued leader in the expanding automation sector despite ongoing debates about recent insider selling.

Omeros Corp. operates as a biopharmaceutical company. The firm engages in the discovery, development, and commercializing of both small-molecule and protein therapeutics for large market. It also offers orphan indications targeting inflammation, coagulopathies, and disorders of the central nervous system. The company was founded by Gregory A. Demopulos and Pamela Pierce Palmer on June 16, 1994 and is headquartered in Seattle, WA.

Omeros Corporation

Omeros Corp

Omeros is trending as the recent FDA approval of Yartemlea, the first approved drug for TA-TMA, generates significant revenue expectations and prompts analyst target upgrades. Despite the bullish outlook on its life-saving potential, community discussion is dominated by confusion over the stock's volatile price action, with many speculating on market manipulation ahead of the anticipated conference call detailing commercialization plans.

Ford Motor Co. engages in the manufacture, distribution, and sale of automobiles. It operates through the following segments: Ford Blue, Ford Model E, Ford Pro, Ford Next, Ford Credit, and Corporate Other. The Ford Blue, Ford Model E, and Ford Pro segment includes the sale of Ford and Lincoln vehicles, service parts, and accessories, together with the associated costs to develop, manufacture, distribute, and service the vehicles, parts, and accessories. The Ford Next segment is involved in the expenses and investments for emerging business initiatives aimed at creating value for Ford in vehicle-adjacent market segments. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. The Corporate Other segment refers to corporate governance expenses, past service pension and OPEB income and expense, interest income and gains and losses from cash, cash equivalents, and marketable securities, and foreign exchange derivatives gains, and losses associated with intercompany lending. The company was founded by Henry Ford on June 16, 1903 and is headquartered in Dearborn, MI.

Ford Motor Co.

Ford Motor Co

Ford is trending due to a significant strategic pivot, exiting unprofitable large EV programs while doubling down on hybrids and affordable future electric vehicles, a move analysts like Piper Sandler are upgrading as a path to improved profitability. This re-focus, alongside strong overall sales driven by trucks and SUVs, is sparking community discussion about Ford's pragmatic adaptation to market demand, with some anticipating potential short squeeze dynamics despite a substantial write-down related to its past EV investments.

Serve Robotics, Inc. engages in providing self-driving delivery. It designs, develops, and operates zero-emissions robots that serve people in public spaces, starting with food delivery. The company was founded by Ali Kashani, Dmitry Demeshchuk and MJ Burk Chun in 2017 and is headquartered in Redwood City, CA.

Serve Robotics Inc

Serve Robotics (SERV) is experiencing significant buzz following endorsements from NVIDIA CEO Jensen Huang and Wedbush analyst Dan Ives, coupled with reports that the Trump administration is considering an executive order to boost the robotics industry. The community is actively discussing the company's rapidly expanding autonomous delivery fleet and partnerships with Uber Eats and DoorDash, anticipating a potential short squeeze fueled by high short interest within the burgeoning physical AI sector.

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<ul class="summary-bullets"><li>Gavin Baker said Nvidia’s Groq licensing deal raises competitive pressure on standalone AI ASIC developers.</li><li>Baker said inference is splitting into prefill and decode, with Nvidia using Rubin CPX, Rubin, and a Groq-derived SRAM variant for different workloads.</li><li>Baker said customers are now willing to pay for SRAM speed, increasing his confidence that most AI ASICs will be canceled except TPU, AI5, and Trainium.</li></ul>Gavin Baker, managing partner at Atreides Management, said Nvidia’s decision to license technology from AI startup Groq points to mounting pressure on independent artificial intelligence (AI) chip firms and reinforces his view that the sector is moving toward consolidation.The stock rose 1.2% to $190.89 at the time of writing.<h2 class="st-heading-2">Baker Flags Competitive Pressure&nbsp;</h2>Baker said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/GavinSBaker/status/2004562536918598000">post on X</a> that Nvidia’s approach of combining multiple architectures raises the competitive bar for standalone AI application-specific integrated circuit (ASIC) developers.The comments came after Nvidia disclosed a licensing arrangement with Groq. Nvidia said it has agreed to a licensing deal that gives it the right to integrate Groq’s chip design into future products, while Groq will continue operating as an independent company. Some of Groq’s senior executives will join Nvidia to help scale the licensed technology. Financial terms were not disclosed.<h2 class="st-heading-2">Baker Details Prefill And Decode Workloads</h2>Baker said inference workloads are increasingly disaggregating into prefill and decode stages, with each phase favoring different hardware characteristics. He said prefill workloads reward memory capacity, while decode workloads depend on extremely high memory bandwidth and low latency.He said Nvidia’s Rubin CPX, Rubin, and a Groq-derived static random-access memory (SRAM) variant can be used together, with Rubin CPX optimized for massive context windows during prefill, Rubin used for training and high-density, batched inference workloads, and the Groq-derived variant optimized for ultra-low-latency, agentic reasoning inference workloads.<h2 class="st-heading-2">SRAM Performance Gains Are Now Clear</h2>Baker said SRAM-based architectures can deliver token-per-second performance far exceeding graphics processing units (GPUs), tensor processing units (TPUs), or other ASICs, even though they come at a higher cost per token due to smaller batch sizes. He said recent results from Groq and Cerebras show customers are willing to pay for speed and low latency, resolving a key uncertainty from roughly 18 months ago.Based on that shift, Baker said his confidence has increased that all application-specific integrated circuits will eventually be canceled except TPU, AI5, and Trainium.Baker said Groq’s many-chip rack architecture was much easier to integrate with Nvidia’s networking stack and potentially within a single rack, while Cerebras’s wafer-scale engine almost requires an independent rack.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for Nvidia was ‘bearish’ amid ‘low’ message volume.<figure class="image"><img style="aspect-ratio:975/144;" src="https://news.stocktwits-cdn.com/nvda_ss_png_e23bb768ea.webp" alt="nvda ss.png" width="975" height="144"><figcaption>NVDA sentiment and message volume as of December 26| Source: Stocktwits</figcaption></figure>One user expects the stock to “go to all time high” before the end of the year.<stembedurl>https://stocktwits.com/AqAQ/message/640169940</stembedurl>Another user said, “they [Nvidia] were already laps ahead of their competition. This deal not only secured that lead but extended it. Perfect synergy with Groq”<stembedurl>https://stocktwits.com/Jagr99/message/640169464</stembedurl><a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> has risen 42% so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Nvidia is displayed on a smartphone screen on November 24, 2025 in Chongqing, China.

Why Gavin Baker Thinks Nvidia’s Groq Deal Is Bad News For Many AI Chip Firms

Nvidia’s Groq deal underscores a narrowing field for independent AI chipmakers, according to Gavin Baker.

Equity

Palo Alto Networks, Inc. (PANW) stock traded 4.8% lower on Wednesday as several analysts slashed the firm’s price target following the&nbsp;company’s&nbsp;third-quarter earnings.Palo Alto reported&nbsp;third quarter (Q3) revenue of $2.29 billion, beating estimates of $2.28 billion, and adjusted earnings per share of $0.80, beating estimates of $0.77, as per Finchat data.Bernstein analyst Peter Weed reduced the price target for Palo Alto to $225 from $229 while maintaining an ‘Outperform’ rating on the stock,&nbsp;as per TheFly.According to the analyst, the company showed a modest 0.7% outperformance relative to the midpoint for Q3 next-generation security annual recurring revenue (NGS ARR), which has drawn significant investor attention.Palo Alto Networks projected its strongest sequential NGS ARR growth since launching its platformization initiative, said the analyst.JPMorgan revised its price target, cutting it to $221 from $225 while reiterating an ‘Overweight’ rating.&nbsp;In a note to investors&nbsp;cited by TheFly, the firm stated that although the company posted solid operating margins and met growth expectations, these positives were tempered by weaker-than-anticipated gains in net new annual recurring revenue and remaining performance obligations.&nbsp;Despite these challenges, the note points to encouraging signs that agentic AI is shifting from experimental stages to real-world implementation.&nbsp;The firm also noted Palo Alto’s proactive stance in AI-related cybersecurity, positioning itself as a frontrunner among platform providers preparing for widespread AI integration.Barclays slashed its price target on Palo Alto to $210 from $213 while maintaining an ‘Overweight’ rating.&nbsp;The firm noted that fiscal Q3 results were generally in line with expectations, showing stronger annual recurring revenue, though bookings for remaining performance obligations came in slightly below estimates due to a more challenging April.&nbsp;Barclays expressed increased confidence in the company’s ARR growth trajectory for Q4 and fiscal 2026&nbsp;(FY26)&nbsp;but opted to modestly lower its FY26 revenue growth estimate to 13% as a precaution.Northland cut the price target on the stock to $177 from $210 while maintaining a Market Perform rating.&nbsp;The brokerage&nbsp;scaled back&nbsp;its&nbsp;long-term growth outlook and no longer sees justification for forecasting growth to accelerate beyond the 17%&nbsp;to&nbsp;19% range the company suggested early in its platformization strategy.On Stocktwits, retail sentiment around Palo Alto remained&nbsp;in&nbsp;‘extremely bullish’&nbsp;territory.<figure class="image"><img style="aspect-ratio:630/76;" src="https://news.stocktwits-cdn.com/Screenshot_2025_05_21_133217_png_abf377b052.webp" alt="PANW's Sentiment Meter and Message Volume as of 01:40 p.m. ET on May 21, 2025 | Source: Stocktwits" width="630" height="76"><figcaption>PANW's Sentiment Meter and Message Volume as of 01:40 p.m. ET on May 21, 2025 | Source: Stocktwits</figcaption></figure>A Stocktwits user hoped for a stock rebound.<stembedurl>https://stocktwits.com/TheBullishTrade/message/615374173</stembedurl><a href="https://stocktwits.com/symbol/PANW">Palo Alto</a> stock added 0.7% year-to-date and 17.6% in the past 12 months.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/leddartech-announces-workforce-reduction/ch0e4KhRbY1">LeddarTech Stock Gets Battered After Slashing 95% Workforce: Retail Bearish</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Palo Alto Networks logo is displayed on a smartphone screen on February 10, 2025, in Chongqing, China. 

Palo Alto Slides As Analysts Slash Price Targets Post Q3 Print, But Retail Is Buoyant 

Analysts trimmed price targets due to softer recurring revenue growth and cautious longer-term outlooks amid evolving AI strategies.

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A few major private companies are being discussed as potential IPO candidates in 2026 — including SpaceX, Discord, Databricks, OpenAI, Anthropic, and Deel. IPO timelines can shift, but if one of these listings happens this year, which are you most excited to watch?

Which Potential 2026 IPO Are You Most Excited For?

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