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Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.

Opendoor Technologies Inc

Opendoor Technologies is experiencing a surge due to recent news signaling a significant initiative to lower mortgage rates, which the community widely anticipates will ignite a housing market comeback. Investors are actively discussing a potential short squeeze and rapid price appreciation, believing that increased transaction activity from more accessible mortgage rates will directly benefit Opendoor's business model.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is trending following a significant agreement with a major tech company to advance nuclear energy development for AI data centers. This partnership is energizing discussions, with many highlighting the critical role of advanced nuclear technology in meeting rising power demands, while others express skepticism over the company's current valuation and long development timeline.

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 trending after its subsidiary, Airobotics, was confirmed as the prime contractor for Israel's significant "Drone Hives" border security project, a development many see as crucial validation for its autonomous drone technology. This news, coupled with a substantial stock and warrant offering to an institutional investor at a premium, fuels community discussions about its potential for global defense contracts and future acquisitions in the expanding drone and AI defense sector.

Rocket Cos., Inc. engages in the provision of a suite of services related to homeownership and other personal financial transactions. It operates through the following segments: Direct to Consumer and Partner Network. The Direct to Consumer segment consists of performance marketing and direct engagement through the Rocket Mortgage App. The Partner Network Segment focuses on partnerships with premier consumer-focused organizations, brokers and mortgage professionals who leverage the platform and scale to provide mortgage solutions to clients. The company was founded by Daniel Gilbert in 1985 and is headquartered in Detroit, MI.

Rocket Companies Inc - Ordinary Shares Class A

Rocket Companies is experiencing strong bullish momentum, primarily driven by housing policy announcements signaling lower mortgage rates and an anticipated refinance boom. The community is actively discussing RKT's strategic positioning, including its recent acquisitions, and speculating on technical breakouts and short squeeze potential, as the company is seen as a prime beneficiary of a normalizing housing market.

ProShares Trust - ProShares Ultra Bloomberg Natural Gas 2x Shares

ProShares Ultra Bloomberg Natural Gas

ProShares Ultra Bloomberg Natural Gas (BOIL) is experiencing extreme volatility, fueled by recent natural gas storage reports and highly conflicting short-term weather forecasts. The community is sharply divided, with many expressing frustration over significant price declines and the ETF's 'widowmaker' reputation, while others view current levels as a key buying opportunity ahead of potential cold snaps.

ASP Isotopes, Inc. is a pre-commercial stage advanced materials company, which engages in the development of technology and processes that will allow for the enrichment of natural isotopes into higher concentration products. Its products include medical, green energy, and Industrial isotopes. The company was founded by Paul E. Mann and Robert Ainscow on September 13, 2021 and is headquartered in Washington, DC.

ASP Isotopes Inc

ASP Isotopes is trending sharply following Meta's strategic push into nuclear energy, with investors specifically noting ASPI's partnership with TerraPower as a key catalyst. The community is also reacting to the completed Renergen acquisition and a new "Overweight" rating from Cantor Fitzgerald, fueling discussion around ASPI's diverse role in HALEU, advanced semiconductors, and medical isotopes. These developments position ASPI at the intersection of critical materials and a resurgent nuclear energy sector.

Vistra Corp. is a holding company, which engages in the provision of electricity and power generation. It operates through the following segments: Retail, Texas, East, West, Sunset, and Asset Closure. The Retail segment sells electricity and natural gas to residential, commercial, and industrial customers. The Texas and East segments are involved in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The West segment represents the company's electricity generation operations in CAISO. The Sunset segment includes generation plants with announced retirement plans. The Asset Closure segment refers to the decommissioning and reclamation of retired plants and mines. The company was founded in 1882 and is headquartered in Irving, TX.

Vistra Corp

Vistra (VST) is trending after securing a landmark 20-year power purchase agreement with Meta Platforms, committing to provide zero-carbon nuclear energy for its AI data centers and ensuring long-term revenue predictability. The community is overwhelmingly bullish on this development, viewing it as a pivotal move that positions Vistra at the forefront of addressing the surging power demands of artificial intelligence and bolstering the broader nuclear energy sector.

Rich Sparkle Holdings Ltd. engages in the provision of financial printing and corporate services. The firm offers typesetting, proofreading, translation, design, and printing of listing documents, financial reports, fund documents, circulars, and announcements. It also delivers advisory services, such as conducting internal control assessment and environmental, social and governance performance evaluation, and other services including provision of co-working space. The company was founded in 2016 and is headquartered in Hong Kong.

Rich Sparkle Holdings Ltd.

Rich Sparkle Holdings Limited

Rich Sparkle Holdings Limited (ANPA) is trending with high volatility, fueled by its extremely low public float and the recent expiration of IPO lock-up periods. The community is deeply divided, with some investors drawing parallels to past parabolic runs of other Hong Kong IPOs like $RGC, while many others warn of a classic pump-and-dump scheme.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale Power is experiencing renewed investor interest amidst a broader nuclear energy renaissance, fueled by accelerating demand from AI data centers and ongoing government support for small modular reactors. The community is actively debating its potential following a recent Bank of America upgrade and comparisons to peers like OKLO, which secured a significant power deal for Meta Platforms. Investors are balancing NuScale's unique NRC-approved technology against concerns around valuation and share supply from major holders, anticipating future contract announcements.

Aptevo Therapeutics, Inc. is a clinical-stage biotechnology company, which engages on developing novel immunotherapies for the treatment of cancer. Its pipeline APVO436, ALG.APV-527, and APVO603 were developed based on the ADAPTIR modular protein platform technology and APVO442 was developed based on the new ADAPTIR-FLE platform technology. The ADAPTIR and ADAPTIR-FLEX are capable of generating differentiated bispecific and multi-specific antibodies with potentially unique mechanisms of action for the treatment of different types of cancer. The company was founded in February 2016 and is headquartered in Seattle, WA.

Aptevo Therapeutics Inc

Aptevo Therapeutics is seeing significant investor discussion after securing a $60 million equity line of credit and releasing promising cancer treatment data. This news has created a stark division within the community, with some anticipating a massive short squeeze due to a low float and clinical progress, while others express deep concern over potential dilution and the long-term financial structure.

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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.

Yes — Rates Move Meaningfully Lower

Short-Term Dip, No Lasting Impact

No — Mostly Political Noise

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President Trump says he’s directing $200 billion into mortgage bond purchases to bring down rates and improve housing affordability. With questions around execution, authority, and real market impact, do you think this move will actually lower mortgage rates in 2026?

Will Trump’s Mortgage Bond Plan Actually Lower Rates in 2026?

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