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SPY is trending as the community speculates intensely on potential market-moving comments from a political address, while also closely watching an upcoming major AI chipmaker's earnings report for broader market direction.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending due to intense community debate surrounding Donald Trump's State of the Union address, as many speculate whether the speech will ignite a rally, given the stock often acts as a proxy for his political sentiment, or further its decline amid discussions of his legal issues and economic policies.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is rallying as the community anticipates significant recognition for its groundbreaking cancer therapies, spurred by Dr. Patrick Soon-Shiong's compelling presentations and extreme short interest fueling discussions of an imminent squeeze.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is at the center of market attention ahead of its highly anticipated Q4 earnings report, with community discussion intensely focused on whether a potential blowout performance will propel the stock to new highs or trigger a "sell the news" event. This uncertainty is heightened by ongoing debates about AI spending, market maker influence, and concerns over China export controls.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is trending following a mixed earnings report, which highlighted revenue growth but wider losses, alongside news of significant layoffs. The community is sharply divided between those anticipating a short squeeze and future product success, and those highlighting persistent cash burn and the potential for further dilution.

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QQQ is actively discussed as the market anticipates potential catalysts from the State of the Union address and NVIDIA's upcoming earnings, driving widespread community speculation on whether these events will lead to a market rally or a significant pullback amidst persistent claims of manipulation.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA Group is trending following its earnings report, which showcased strong revenue growth and new restaurant openings for fiscal 2025, alongside a positive outlook for fiscal 2026. The community is actively debating its high valuation and moderated same-store sales growth against its aggressive expansion strategy and perceived market share gains over competitors like Chipotle.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display Technologies, Specialty Materials, Environmental Technologies, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computer, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Environmental Technologies segment focuses on manufacturing ceramic substrates and filter products for emissions control in mobile applications. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Corning (GLW) is soaring following a $6 billion multi-year agreement with Meta Platforms to supply fiber-optic solutions for AI data centers, positioning it as a key "picks and shovels" play in the burgeoning AI infrastructure. The community is highly bullish, anticipating further hyperscaler contracts and analyst upgrades, as demand for optical fiber drives the stock to multi-decade highs.

First Solar, Inc. is a solar technology company, which engages in the provision of solar modules. It is involved in the design, manufacture, and sale of cadmium tellurid (CdTe) solar modules, which convert sunlight into electricity. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Tempe, AZ.

First Solar Inc

First Solar is trending after strong earnings were met with lower-than-expected 2026 sales guidance, triggering a sharp sell-off and community debate over the outlook, with bulls highlighting its U.S. manufacturing and competitive edge for growing energy demand, while bears focus on the near-term revenue concerns.

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 is trending as the community debates its cutting-edge GaN and SiC power platforms, which promise breakthrough efficiency for next-gen AI data centers and critical infrastructure. While enthusiasm is high for its potential role within hyperscaler ecosystems, including NVIDIA, the immediate conversation is centered on the anticipation of definitive, revenue-generating contracts to offset declining revenue and validate its high valuation.

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<ul class="summary-bullets"><li>The application is for exploration and mining of polymetallic nodules in international waters of the Clarion Clipperton Zone in the Pacific Ocean.</li><li>NOAA on Wednesday had updated its regulations on deep-sea explorations in an attempt to push for speedy permits for the U.S. companies searching for critical minerals in international waters.&nbsp;</li><li>TMC on Wednesday had said it intends to file a consolidated application for deep-sea exploration.&nbsp;</li></ul>The Metals Company stock rallied again on Wednesday and was the top trending stock on Stocktwits garnering major retail interest.&nbsp;The company announced that its U.S. subsidiary, The Metals Company USA, has submitted a consolidated application to the National Oceanic and Atmospheric Administration (NOAA) for an exploration license and a commercial recovery permit for polymetallic nodules in international waters of the Clarion Clipperton Zone in the Pacific Ocean.The application was filed under NOAA's new consolidated application and review process and represents the first submission of its kind. It covers about 65,000 square kilometers of exploration and commercial recovery area in the CCZ, compared to a commercial recovery area of about 25,000 square kilometers in TMC USA's initial commercial recovery permit application from April 2025.“This new application represents the culmination of more than a decade of disciplined scientific, engineering, and environmental work,” Gerard Barron, Chairman and CEO of TMC, said.“It translates years of exploration, testing, and data collection into a single, comprehensive submission for a defined, expanded, and game-changing critical minerals project, with more than 800 million estimated tonnes of nodules containing high-grade nickel, copper, cobalt and manganese,” he added.&nbsp;<h2 class="st-heading-2">Boost From NOAA</h2>NOAA on Wednesday had updated its regulations on deep-sea explorations in an attempt to push for speedy permits for the U.S. companies searching for critical minerals in international waters.&nbsp;As per the new rule, the licensing and permitting process for deep-sea explorations will be consolidated into a single and shorter review process.&nbsp;Under the new regulations, U.S. companies will be able to choose from two options. They could choose to use the sequential approach or instead choose a new consolidated application process that will allow them to apply for and obtain both the exploration license and the commercial recovery permit simultaneously for deep sea mining activities.TMC on Wednesday had said it welcomes the move and intends to file a consolidated application pursuant to NOAA’s updated regulations.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around TMC trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;One bullish user predicted that the stock is marching towards $15 soon.<stembedurl>https://stocktwits.com/Mo4444888/message/642551561</stembedurl>Shares in the company have jumped 47% year-to-date.&nbsp; &nbsp;

In this photo illustration, the TMC the metals company logo is seen displayed on a smartphone screen. 

TMC Stock Is Rallying Again Today – What’s Retail Expecting?

TMC’s subsidiary has submitted a consolidated application to the National Oceanic and Atmospheric Administration (NOAA) for an exploration license and a commercial recovery permit.

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TMC’s subsidiary has submitted a consolidated application to the National Oceanic and Atmospheric Administration (NOAA) for an exploration license and a commercial recovery permit.


GE Vernova (GE) shares jumped over 7% at the opening bell on Wednesday after the company reported a first-quarter profit and said tariffs announced by President Donald Trump are not expected to have a material impact on its financial outlook for the second quarter or the full fiscal year.&nbsp;The energy-focused spin-off from General Electric reaffirmed its full-year revenue forecast of $36 billion to $37 billion. It stated that the outlook already includes a projected cost impact of $300 million to $400 million resulting from recently imposed tariffs.&nbsp;CEO Scott Strazek said during the earnings call that the company expects the tariffs to change and inflation dynamics to evolve, but warned of some cost pressure it might have to counter.“Based on the current outline of tariffs and resulting inflation, we do not expect a material impact on our second quarter financials,” added CFO Ken Parks.The company reported adjusted earnings of $0.91 per share, well above the $0.37 forecast by analysts, according to Koyfin data.&nbsp;Revenue rose 11% from a year earlier to $8.03 billion, also topping estimates of $7.55 billion.Net income came in at $264 million, a turnaround from the $106 million loss&nbsp;reported in the same quarter last year.GE Vernova's electrification unit reported a core profit of $214 million, more than triple the level from the previous year.&nbsp;The power segment, its largest division, delivered core profit of $508 million, up from $345 million in the prior-year period.The company’s offshore wind business, however, remained under pressure. The segment posted a core loss of $146 million during the quarter. Orders declined 44% to $640 year-over-year (YoY), with&nbsp;the company citing challenges from supply chain disruptions, project delays, and cost inflation.Meanwhile, overall orders increased 8% on an organic basis to $10.2 billion, driven by demand for services and power equipment. The company said that its backlog increased by $4.4 billion from the previous quarter, indicating strength in future revenue visibility.<a href="https://stocktwits.com/symbol/GEV">GE Vernova’s stock</a> is down 2% year-to-date, but has more than doubled in value over the past 12 months.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bitcoin-tops-alphabet-market-capitalization-behind-gold-apple-nvidia/chQmxSYRbgJ">Bitcoin Tops Alphabet’s Market Capitalization – Trails Only Gold, Apple, Microsoft, Nvidia&nbsp;</a>

In this photo illustration, the GE Vernova company logo is seen displayed on a smartphone screen. (Photo Illustration by Piotr Swat/SOPA Images/LightRocket via Getty Images)

GE Vernova CFO Sees No ‘Material Impact’ From Trump Tariffs On Outlook – Stock Surges On Q1 2025 Earnings Beat

The company reaffirmed its full-year revenue forecast of $36 billion to $37 billion, stating that the outlook already includes a projected cost impact of $300 million to $400 million from recently imposed tariffs. 

VinFast Auto Ltd.'s (VFS) shares rose over 1% Friday morning as retail traders cheered the EV maker's latest delivery figures.On Thursday, the company reported 53,139 global EV deliveries for the fourth quarter, marking a 143% jump from Q3 and a 342% surge from a year earlier.&nbsp;For 2024, total deliveries hit 97,399, a 192% increase from the prior year, exceeding its revised target of 80,000.VinFast said it now aims to at least double deliveries in 2025.<figure class="image"><img style="aspect-ratio:1318/324;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/VFS_sentiment_Feb_14_647f2437e1.png" alt="VFS sentiment Feb 14.png" width="1318" height="324"><figcaption>VFS sentiment and message volume on Feb. 14 as of 10:40 am ET | source: Stocktwits</figcaption></figure>On Stocktwits, sentiment climbed into the 'extremely bullish' zone amid elevated message volume.&nbsp;Many posts this week expressed hopes for a near-term rally in the stock.<stembedurl>https://stocktwits.com/UncleSam85/message/603629808</stembedurl><stembedurl>https://stocktwits.com/abdulmanank120/message/603610909</stembedurl>The Vietnamese automaker noted it delivered over 10,000 EVs in its home country this January alone, including more than 4,000 VF 3s and 3,300 VF 5s.&nbsp;The company also delivered 31,170 electric scooters and bikes in Q4, bringing the 2024 total to 70,977 — a modest 1% increase from 2023.However, some traders remain wary of VinFast's international growth. Reports suggest that despite the company's attempted push into global markets, only about 10% of its 2024 deliveries were outside Vietnam.VinFast has shifted focus to Asia, with plans for assembly plants in India and Indonesia, after shelving plans for a U.S. factory last year.VinFast's fourth-quarter and 2024 financial results are due before the market opens on April 24.The stock has lost nearly 28% over the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The logo of VinFast VF 8, a vehicle integrating VinAI's cutting-edge safety and comfort technologies, displayed at the Convention Center during CES 2025 in Las Vegas, Nevada, USA, on Jan. 9, 2025 (Photo by Artur Widak/NurPhoto via Getty Images)

VinFast Stock Rises As EV Deliveries Soar, Retail Sentiment Turns 'Extremely Bullish'

For 2024, total deliveries hit 97,399, a 192% increase from the prior year.

Shares of BranchOut Food Inc. ($BOF) were up 7% on Wednesday after the company posted sales projections of $9 million for H1 2025, lifting retail mood.The increase in revenue would be a 218% year-over-year increase, according to a company statement. BranchOut is on track to inflect to positive cash flow beginning in Q1 2025, driven by increased demand and cost efficiencies, it added.The growth is fueled by $4 million it expects from one of the largest warehouse clubs, said the company, adding the club has committed to four of its products and is finalizing plans to roll out all five items across four regions.BranchOut has also increased its product count and regional presence, with new partnerships in the Midwest and Northeast regions.“This transformative expansion with one of the nation’s most prestigious retail platforms highlights the value of our GentleDry technology, which delivers innovative, first-to-market snacks that excel in flavor, nutrition, and texture,” Eric Healy, CEO of BranchOut Food. said. “This partnership not only validates our product quality but also positions BranchOut as a leader in the premium snack category, driving broader market adoption and long-term growth.”BranchOut’s fully-commissioned 50,000-square-foot Peru facility has over $40 million in annual production capacity.Retail sentiment on Stocktwits was largely bullish.<stembedurl>https://stocktwits.com/Samuinvest/message/600119371</stembedurl><stembedurl>https://stocktwits.com/teksviler/message/600212159</stembedurl>BranchOut Food, which has 17 patents, is an international food technology company that produces dehydrated fruit and vegetable-based products.<a href="https://stocktwits.com/symbol/BOF">BranchOut Food stock</a> is up 4.62%For updates and corrections, email newsroom[at]stocktwits[dot]com.

BranchOut Food Stock Surges On Sales Growth Projection: Retail's Bullish

BranchOut’s 50,000-square-foot Peru facility has over $40 million in annual production capacity.

Shares of KULR Technology Group Inc. (KULR) surged nearly 35% in morning trade on Thursday after the advanced energy management platform announced its first-ever Bitcoin purchase of 217 BTC for approximately $21 million.&nbsp;The move pushed the stock to a six-year high of $4.92, a level last seen during its initial listing in July 2018.The rally comes amid a broader decline in Bitcoin-related equities, which have struggled following a 2.5% dip in the cryptocurrency’s price over the past 24 hours, now trading at approximately $96,000.<a href="https://stocktwits.com/symbol/KULR">KULR</a>’s Bitcoin buy comes after the company announced it was&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/kulr-technology-stock-sinks-on-bitcoin-buy-plans/cJ9o5eERhC">shifting</a> to a Bitcoin-based treasury strategy akin to MicroStrategy (MSTR). The company intends to allocate up to 90% of its excess cash to acquiring Bitcoin.While still at the lower end of the top corporate holders of Bitcoin, led by MicroStrategy Inc., Marathon Digital Holdings, and Riot Platforms Inc., retail sentiment is bullish around KULR’s new Bitcoin-based strategy.&nbsp;<stembedurl>https://stocktwits.com/DefenseMania/message/597860098</stembedurl><stembedurl>https://stocktwits.com/nostic/message/597811805</stembedurl><stembedurl>https://stocktwits.com/jacksparo/message/597850565</stembedurl>Thursday’s momentum has taken the stock 4,394% above its 52-week low of $0.10 in February.According to Stocktwits data, the ticker's watchers increased by 172% over the past year, with 14,541 investors following the stock.The uptick in watch resulted in chatter jumping by 30,450% as the stock’s value increased over 2,450% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/mstr-stock-price-falls-as-michael-saylor-wants-to-sell-shares-to-buy-bitcoin/cJOEXkWRjk">MicroStrategy Stock Slides As Bitcoin-Fueled Equity Plan Raises Dilution Concerns Among Retail Investors</a>

Bitcoin graphic illustration - stock photo

KULR Stock Hits Six-Year High On First-Ever Bitcoin Buy Worth $21M: Retail Eyes More Upside In 2025

The last time the stock was trading at this levels was on the first day of listing, Jul. 18, 2018.

Shares of Maxeon Solar Technologies, Ltd. (<a class="mention" data-mention="$MAXN" data-symbol-id="MAXN" href="https://stocktwits.com/symbol/MAXN" target="_blank">$MAXN</a>) jumped nearly 15% on Thursday, on track for a third straight session of gains, as retail sentiment surged ahead of the company’s earnings report due after market close.&nbsp;Analysts on average are anticipating adjusted third-quarter (Q3) loss per share to widen to $4.13 from $2.21 a year earlier, with revenue expected to drop to $103.04 million from $227.63 million.The Singapore-based solar company has faced significant challenges&nbsp; this year amid a broader downturn in the solar energy sector, driven by difficult market conditions, rising borrowing costs, and regulatory shifts that have impacted demand.&nbsp;Despite these headwinds, retail sentiment on Stocktwits has turned ‘extremely bullish,’ with MAXN trending among the top 15 tickers and message volume spiking significantly.<figure class="image"><a href="https://stocktwits.com/symbol/MAXN"><img style="aspect-ratio:1318/318;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/MAXN_sentiment_and_message_volume_Nov_13_532dfe1695.png" alt="MAXN sentiment and message volume Nov 13.png" width="1318" height="318"></a><figcaption>MAXN sentiment and message volume Nov 13 as of 2:00 pm ET | source: Stocktwits</figcaption></figure>Maxeon’s stock has a high short interest, with 35.54% of its float being shorted, according to Fintel data.&nbsp;Many retail investors view the stock as a “meme stock” and are actively discussing a potential short squeeze.&nbsp;One bullish user on Stocktwits noted that MAXN was also listed at the top of Fintel’s short-squeeze list on Thursday.<stembedurl>https://stocktwits.com/Godmary/message/592298473</stembedurl>Another goaded holders to not “sell for pennies. The stock is worth at least $30.”&nbsp;<stembedurl>https://stocktwits.com/Andi77/message/592397654</stembedurl>A third user simply wrote, “Let it run Forrest Gump style!”<stembedurl>https://stocktwits.com/Hmmmmstock/message/592392787</stembedurl>Maxeon, along with its peers in the renewable energy space, has faced heavy selling pressure since the recent U.S. election, where Republican candidate Donald Trump’s victory raised concerns about potential rollbacks of renewable energy subsidies.&nbsp;However, there have been some signs of optimism.&nbsp;Tesla CEO Elon Musk, a major backer of Trump, recently&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/elonmusk/status/1856351376747479042">said</a> “solar power will be the vast majority of power generation in the future.”His company also draws significant revenue from the manufacture of solar panels, roofs and Powerwalls.This has added to hopes that the President-elect may not entirely undo the renewable energy subsidies introduced during the Biden administration.MAXN stock has lost nearly 98% of its value so far this year.For updates and corrections, email&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="mailto:newsroom@stocktwits.com">newsroom@stocktwits.com</a>Read next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dis-stock-rises-ahead-of-q4-2024-earnings/cJ4jfypRf5">Disney's Retail Buzz Builds Ahead Of Earnings: What Analysts Are Expecting</a>

Maxeon’s stock has a high short interest, with 35.54% of its float being shorted, according to Fintel data. 

Maxeon Solar Stock Pops Ahead Of Earnings, Retail Leans Into Short-Squeeze Showdown: ‘Let It Run Forrest Gump Style!’

Maxeon, along with its peers in the renewable energy space, has faced heavy selling pressure since the recent U.S. election.

Maxeon Solar Stock Pops Ahead Of Earnings, Retail Leans Into Short-Squeeze Showdown

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