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GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is experiencing significant upward momentum and community excitement following a WSJ report that the company is quietly building a stake in eBay ahead of a potential takeover bid. Investors are intensely debating the feasibility of the acquisition, with many discussing the strategic potential for e-commerce growth while others focus on how the firm will finance a deal larger than its own market capitalization.

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

SoundHound AI is experiencing significant upward momentum as investors position for a potential short squeeze, fueled by high short interest and anticipation surrounding upcoming earnings. The community is actively discussing the stock's breakout potential, with many traders holding for gains while closely monitoring borrow rates and institutional volume.

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 the subject of intense debate as investors weigh a double-beat earnings report and stronger-than-expected software revenue against management's move to secure a shelf offering and adjust long-term production plans. The community remains deeply divided, with bulls pointing to the R2 SUV launch and strategic partnerships as major catalysts, while bears focus on persistent cash burn and potential dilution risks.

The Mullen Army Token originated from a dedicated community of retail investors who faced challenges in the traditional stock market. We united to create a cryptocurrency that embodies our principles and aspirations for a fair financial system.     We provide a platform for retail investors to engage in a transparent and fair financial market. Our efforts include grassroots marketing, community engagement, and educational content to empower our investors.

MullenArmy

The community is actively debating the MullenArmy crypto token as a high-risk, speculative play that draws comparisons to previous corporate controversies, with proponents pushing for a "v-shape" recovery and 100x potential while critics dismiss it as a recurring pump-and-dump scheme. The ongoing conversation is fueled by historical baggage, active bot networks, and retail investors hoping for a speculative rotation back into meme-focused assets.

eBay, Inc. is a commerce company, whose platforms include an online marketplace and its localized counterparts, including off-platform businesses in South Korea, Japan, and Turkey, as well as eBay’s suite of mobile apps. It offers a platform for various product categories, including parts and accessories, collectibles, fashion, electronics, and home & garden. eBay generates revenue mainly through fees from sales, payment processing, and advertising. The company was founded by Pierre Morad Omidyar in September 1995 and is headquartered in San Jose, CA.

EBay Inc.

eBay Inc

The stock is surging following a WSJ report that GameStop is building a stake in eBay and preparing a takeover offer. While the market is buzzing about the massive valuation gap, community sentiment is sharply divided between those excited by the bold acquisition strategy and skeptics questioning the feasibility of the financing.

Pershing Square, Inc. operates as an alternative asset management company. It operates through the following business segments: Operating Assets, MPC,and Strategic Developments. The Operating Assets segment consists of developed or acquired retail, office, and multifamily properties along with other real estate investments. The MPC segments offers the development and sale of land in large-scale, long-term community development projects. The Strategic Developments segment provides residential condominium and commercial property projects currently under development. The company was founded by William A. Ackman on December 17, 2003 and is headquartered in New York, NY.

Pershing Square Inc.

Pershing Square Inc

Pershing Square is attracting significant community attention following its dual IPO and a live Q&A where CEO Bill Ackman discussed the firm's long-term strategy. Investors are actively debating the relationship between the parent company and its associated closed-end fund, while speculating on the potential for future high-profile deals.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is trending following an official NOAA determination that the companys deep-seabed mining application is in full compliance, a milestone that community members view as a critical step toward securing commercial recovery permits. Shareholders are actively debating the timing of future catalysts, such as a definitive Allseas partnership agreement, while many express conviction in the stock's long-term potential as a domestic solution to critical metal supply chain challenges.

Twilio, Inc. engages in the development of communications software, cloud-based platforms, and services. It operates through Twilio Communications and Twilio Segments. The Twilio Communications segment includes the platforms Messaging and Voice. The Twilio Segment involves Segment, Engage, Flex, Email, and others. The company was founded by John Wolthuis, Jeffery G. Lawson, and Evan Cooke in March 2008 and is headquartered in San Francisco, CA.

Twilio Inc - Ordinary Shares Class A

Twilio Inc

Twilio is trending following the announcement that the company will join the S&P MidCap 400 index, sparking significant positive sentiment. Investors and community members are actively discussing the stock's recovery potential, noting recent analyst upgrades and excitement surrounding the company's expanding role in AI-driven voice and messaging infrastructure.

AGNC Investment Corp. engages in the operation of a real estate investment trust. The firm invests in residential mortgage pass-through securities and collateralized mortgage obligations for which the principal and interest payments are guaranteed by the United States government-sponsored enterprise or by the United States government agency. It also invests in other types of mortgage and mortgage-related securities, such as credit risk transfer securities and non-Agency residential and commercial mortgage-backed securities, where repayment of principal and interest is not guaranteed by the United States government-sponsored enterprise or by the United States Government agency, and other assets related to the housing, mortgage, or real estate markets. The company was founded on January 7, 2008 and is headquartered in Bethesda, MD.

AGNC Investment Corp

AGNC Investment Corp is trending as investors weigh its high monthly dividend against recent quarterly earnings that fell short of expectations and a decline in tangible net book value. Market sentiment is heavily focused on how future interest rate shifts and potential Fed policy changes will impact the company's portfolio of agency mortgage-backed securities.

Federal National Mortgage Association is a government-sponsored company, which engages in the provision of liquidity for purchases of homes and financing of multifamily rental housing and refinancing existing mortgages. It operates through the Single-Family and Multifamily segments. The Single-Family segment offers liquidity to the mortgage market and increases the availability and affordability of housing for single families. The Multifamily segment includes guaranty fees on mortgages and on multifamily mortgage loans. The company was founded in 1938 and is headquartered in Washington, DC.

Federal National Mortgage Association

Fannie Mae (FNMA) is trending following renewed high-volume buying and speculation from prominent investors regarding a potential recapitalization and release from government conservatorship. The community is actively debating whether these developments represent a long-term catalyst for privatization or a speculative pump-and-dump scheme driven by market rumors.

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<ul class="summary-bullets"><li>Cerebras is aiming for a valuation of $35 billion in the IPO.</li><li>Cerebras announced a three-year deal with OpenAI in January, and its size is now pegged as larger than previously indicated.</li><li>Some investors and observers have raised concerns about the growing number of circular deals in the AI space.</li></ul>OpenAI is spending over $20 billion for chips and compute from startup Cerebras Systems, double the among previously associated with the deal, The Information reported on Thursday, citing its sources.<a href="https://stocktwits.com/symbol/CBRS">Cerebras</a> is preparing to go public – its second attempt – and is expected to make public the IPO paperwork as early as Friday, according to the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/briefings/cerebras-prepares-public-listing-eyes-35-billion-plus-valuation?rc=prcjzy">report</a>. The company is expected to raise more than $3 billion and is targeting a valuation upwards of $35 billion.The developments are being closely watched as AI data center buildouts accelerate, boosting the fortunes of server chipmakers and other component suppliers. OpenAI and AI chip giant Nvidia are also under scrutiny for what many see as circular deals—investment-cum-purchase partnerships—that help sustain demand for their services.OpenAI, which is itself preparing to go public this year, first announced a tie-up with Cerebras in January. The AI startup agreed to purchase 750 megawatts over three years,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/technology/openai-buy-compute-capacity-startup-cerebras-around-10-billion-wsj-reports-2026-01-14/">reportedly</a> for $10 billion. Now, according to The Information’s reporting, the deal is pegged at between $20 billion and $30 billion and also involves OpenAI receiving warrants for up to 10% stake in the company.“Stock manipulation to help Cerebras price higher at IPO. Little if any money ever changes hands,” tech critic and writer of the Where's Your Ed At newsletter Ed Zitron&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/edzitron/status/2044965446122881235?s=20">said</a> on X.<h2 class="st-heading-2">What Does Cerebras Do?</h2>Founded in 2015, Cerebras builds specialized AI chips and supercomputers designed to train and run large AI models faster than traditional GPU setups, along with software and cloud services to support them.&nbsp;It positions itself as a simpler, high-speed alternative to Nvidia by using a single massive chip rather than many smaller ones. Recently, it has been expanding into AI cloud services, opening new data centers, partnering with big tech firms, and securing large compute deals.Cerebras first filed for a public listing in September 2024 and then decided to withdraw its plan and raise $1.1 billion privately in October of that year.<h2 class="st-heading-2">Retail Interest In OpenAI Ahead Of IPO</h2>OpenAI recently raised $122 billion, the largest equity funding round in history, and for the first time offered its stake to retail investors. In the round, about $3 billion was raised from individual investors and&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/cathie-wood-makes-240-m-bet-in-open-ai-s-mammoth-fundraise-as-ipo-looms/cZ7H03dRInm">$240 million</a> from Ark Investment Management’s funds,&nbsp;<a href="https://stocktwits.com/symbol/ARKK">ARK Innovation (ARKK)</a>,&nbsp;<a href="https://stocktwits.com/symbol/ARKF">ARK Fintech Innovation (ARKF)</a> and&nbsp;<a href="https://stocktwits.com/symbol/ARKW">ARK Next Generation Internet (ARKW)</a>.&nbsp;The Cathie Wood-run funds have become more popular of late due to their shareholding in marquee pre-IPO tech firms such as SpaceX and Anthropic.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intc-amd-msft-dell-stocks-rally-is-old-guard-of-big-tech-back-in-vogue/cZJUg2xRIxJ">INTC, AMD, MSFT, DELL Stocks Rally: Is Old Guard Of Big Tech Back In Vogue?</a>&nbsp;

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

Chip Startup Cerebras Eyes $3B IPO Filing Today - What's The OpenAI Connection?

OpenAI is a major customer and now an investor in Cerebras, according to The Information.

Equity

OpenAI is a major customer and now an investor in Cerebras, according to The Information.


<ul class="summary-bullets"><li>According to a report from CNBC that cited people close to the company, the deal is worth over $10 billion.&nbsp;</li><li>Cerebras said that the partnership was a decade in the making, with teams of both companies having met frequently since 2017 to share research and other work.&nbsp;</li><li>Cerebras is an artificial intelligence company that builds Wafer-Scale Engines (WSEs) designed to train and run generative AI models that are touted to respond up to 15 times faster than GPU-based systems.</li></ul>ChatGPT’s OpenAI and AI chipmaker Cerebras Systems on Wednesday announced that they have signed a 750 megawatts multi-year computing power agreement.Both companies announced the plans on their websites. The deployment will roll out in multiple stages starting in 2026 and make it the largest high-speed AI inference deployment in the world, Cerebras said.Meanwhile, OpenAI said in its statement that capacity will go online in multiple tranches through 2028.<h2 class="st-heading-2">Deal Contours</h2>According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/01/14/cerebras-scores-openai-deal-worth-over-10-billion.html">report</a> from CNBC that cited people close to the company, the deal is worth over $10 billion.Cerebras said that the partnership was a decade in the making, with teams having met frequently since 2017 to share research. Under the deal, Cerebras will deploy its wafer-scale systems to serve OpenAI customers.“For Cerebras, 2026 is shaping up to be an extraordinary year. In collaborating with OpenAI, the wafer-scale technology we pioneered will reach hundreds of millions—and eventually billions—of users,” the company said.“OpenAI’s compute strategy is to build a resilient portfolio that matches the right systems to the right workloads. Cerebras adds a dedicated low-latency inference solution to our platform. That means faster responses, more natural interactions, and a stronger foundation to scale real-time AI to many more people,” said Sachin Katti, who works with OpenAI’s compute infrastructure.<h2 class="st-heading-2">What Is Cerebras?</h2>Cerebras is an artificial intelligence company that positions itself as a high-speed solution for AI. The company builds Wafer-Scale Engines (WSEs) or large processors designed to train and run generative AI models touted to provide responses up to 15 times faster than GPU-based systems.This makes Cerebras a competitor to companies like Nvidia Corp. (NVDA), which provides GPU-based solutions and is the largest semiconductor company in the world.Earlier, Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-13/cerebras-in-discussions-to-raise-funds-at-22-billion-valuation">reported,</a> citing a person familiar with the matter, that Cerebras was in talks to raise about $1 billion in a new funding round, valuing it at $22 billion before the investment. The company was still planning to pursue an initial public offering, as per the report.Cerebras <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/2021728/000162828024041596/cerebras-sx1.htm">filed</a> for an IPO with the U.S. Securities and Exchange Commission in 2024, without a set share price or expected market cap. The company was expected to go public in 2025, but <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/2021728/000119312525230382/d886849drw.htm">withdrew</a> its plans in October 2025.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around OpenAI was in the ‘neutral’ territory amid ‘high’ message volumes.Meanwhile, retail sentiment around Cerebras Systems was in the ‘neutral’ territory amid ‘normal’ message volumes.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration the logo of OpenAI Voice Engine is seen on the mobile phone. (Photo by Dilara Irem Sancar/Anadolu via Getty Images)

OpenAI Partners With Cerebras For 750 MW Computing Power Deal Through 2028

The deployment will roll out in multiple stages starting in 2026 and make it the largest high-speed AI inference deployment in the world, Cerebras said.

<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.

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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