SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending amid reports it is considering an all-cash offer for Warner Bros. Discovery, intensifying the ongoing M&A battle with Paramount and generating diverse community reactions. Many are debating whether this potential all-cash bid signals management confidence and reduced dilution ahead of upcoming earnings, or if the WBD acquisition itself remains a costly distraction. This strategic move, coupled with an analyst upgrade and impending earnings, is fueling significant discussion and volatility as investors weigh the company's future growth trajectory.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is trending lower after a major investment bank downgraded the stock and issued a significantly reduced price target, igniting a fierce debate among investors. Bulls view this as blatant manipulation to drive down share prices ahead of anticipated strong earnings, emphasizing the company's critical role in AI infrastructure and robust revenue growth. Bears, however, highlight ongoing concerns about declining profit margins, competitive pressures, and past management issues, suggesting the stock's valuation reflects these underlying risks.

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. It focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 and is headquartered in New York, NY.

JPMorgan Chase & Co.

JPMorgan Chase & Co

JPMorgan is trending following its recent financial report, which included a notable impact from acquiring a new credit card portfolio. The community is actively debating this development, alongside significant concerns about a proposed cap on credit card interest rates that the bank's leadership has publicly stated would necessitate major business adjustments. Despite an initial market reaction, many investors are discussing whether this presents a "buy the dip" opportunity for the financial institution.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings (RCAT) is surging after reporting preliminary Q4 revenue results indicating massive year-over-year growth, sparking widespread excitement. The community is buzzing with talk of a potential short squeeze, driven by strong belief in its U.S.-made defense drone technology and anticipation of new details from an upcoming industry conference. This positions RCAT at the forefront of the accelerating demand within the defense and drone sectors.

Ambitions Enterprise Management Co. LLC operates as a travel agency. It provides event planning and management services. The firm also offers transportation, accommodations, meals, and guided tours or activities under convenient packages. The company was founded on October 26, 2023 and is headquartered in Dubai, United Arab Emirates.

Ambitions Enterprise Management Co LLC - Ordinary Shares - Class A

Ambitions Enterprise Management Co LLC

Ambitions Enterprise Management Co. is trending due to a significant surge in trading volume and price, largely attributed by the community to its low float status as a recent IPO. Traders are actively discussing its potential as a short squeeze opportunity, drawing comparisons to past high-flying small-cap stocks. Despite warnings regarding its financial fundamentals and frequent trading halts, the conversation is dominated by momentum plays and the dramatic volatility.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is actively discussed for its initiatives to address the power consumption of AI data centers, committing to ensure local communities do not bear increased electricity costs. This strategy is fueling debate among investors regarding its long-term financial implications and competitive advantage against rivals in the evolving AI landscape. The community is closely watching if recent price action reflects a buying opportunity or continued softness ahead of the anticipated earnings report.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is trending due to robust revenue estimates for Briumvi through 2026, fueled by strong demand and positive updates from investor presentations. The community is actively discussing the company's significant growth potential and its best-in-class drug profile, alongside ongoing frustration over perceived stock manipulation and the lack of a major price breakout. With competing therapies facing setbacks, many anticipate substantial long-term value appreciation, while some remain skeptical given past stock performance.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is trending with significant community speculation ahead of its presentation at the J.P. Morgan Healthcare Conference, following a recent analyst upgrade and an 8-K filing hinting at new partnerships and strategic de-risking. Investors are closely watching for updates on the company's Matrix-M adjuvant platform for potential beyond infectious diseases, while high short interest fuels discussions of a potential squeeze. Despite this positive momentum, many on the forums remain skeptical about current management's ability to capitalize on these opportunities.

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 generating significant buzz as it signals a breakout from a consolidating price pattern, driven by substantial institutional staking activity and bullish analyst forecasts for its role in tokenization. The community is actively discussing its potential to outperform Bitcoin and rally to new price thresholds, with many anticipating a major short squeeze and further institutional adoption following discussions around regulatory clarity.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe is trending amid a flurry of analyst downgrades, citing intensified AI competition and its potential impact on the company's growth and valuation, exacerbated by new competitive offerings like Apple's creative suite. Community sentiment is sharply divided, with many fearing AI will render Adobe's offerings obsolete, while others view the stock as a deeply undervalued 'cash cow' with impeccable financials. This debate is set against a broader market re-evaluation where software stocks are facing pressure to effectively monetize AI.

statis crypto Watchlist

Bitcoin

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

Insights Ahead: Compass Diversified Hldgs's Quarterly Earnings

Compass Diversified Holdings (NYSE:CODI) Given Consensus Recommendation of "Hold" by Brokerages

Compass Diversified Holdings (NYSE:CODI - Get Free Report) has earned an average recommendation of "Hold" from the five analysts that are currently covering the firm, MarketBeat.com reports. One...

Allspring Global Investments Holdings LLC Sells 615,427 Shares of Compass Diversified Holdings $CODI

Allspring Global Investments Holdings LLC reduced its position in Compass Diversified Holdings (NYSE:CODI - Free Report) by 12.5% in the 3rd quarter, according to its most recent Form 13F filing with...

Compass Diversified (NYSE:CODI) Downgraded by Wall Street Zen to Sell

Wall Street Zen downgraded shares of Compass Diversified from a "hold" rating to a "sell" rating in a report on Saturday...

Compass Diversified Holdings (NYSE:CODI) Receives Consensus Rating of "Hold" from Brokerages

Shares of Compass Diversified Holdings (NYSE:CODI - Get Free Report) have been assigned an average rating of "Hold" from the five analysts that are presently covering the company, Marketbeat reports...

<ul class="summary-bullets"><li>The company said that the fraud impacted the company’s financial statement in multiple ways and anticipates filing new financial statements shortly.</li><li>An executive said that the cost of the Lugano fraud will, by a wide margin, represent the most significant loss Cody has experienced since its inception.</li><li>Retail investors, analysts await restated financial statements.</li></ul>Shares of Compass Diversified (CODI) fell a steep 18% on Friday after the company announced it must restate its financial results for fiscal year 2022 to 2024 after its probe led to findings of fraud at its subsidiary Lugano.The company has removed financial information for the years 2022 to 2024 from its website, citing non-reliance.“I want to begin by saying that this has been, without question, the most challenging period in Cody's history,” CEO Elias Sabo said in a call. He further added that the fraud at Lugano was “pervasive, complex and isolated to that business.”<h2 class="st-heading-2">Probe And Findings</h2>Compass Diversified announced in early May that its audit committee has initiated an investigation into the financing, accounting, and inventory practices of Lugano. The subsidiary’s CEO Moti Ferder subsequently resigned from the company without any severance compensation.As per Sabo, Ferder and his family have fled the U.S. and permanently relocated to Israel. The audit committee probe has concluded and discovered “deliberate and systemic fraud,” he added.“The former Lugano CEO engaged in a scheme to significantly overstate Lugano's sales and profits, misrepresent the existence and value of Lugano's inventory, and keep potential financial liabilities off Lugano's books and records. His efforts to hide his fraud were extensive,” Sabo said. He added that Ferder created fake sales transactions to inflate Lugano’s reported revenues, claimed inventory that either didn't exist or didn’t belong to Lugano and entered numerous financing agreements with third parties that he kept off the company’s balance sheet.<h2 class="st-heading-2">Impact Of The Fraud</h2>CODI is a holding company that acquires and actively manages middle-market businesses. It acquired Lugano Diamonds &amp; Jewelry, Inc., a designer, manufacturer and marketer of one-of-a-kind jewelry in September 2021.The company said that the fraud impacted the company’s financial statement in multiple ways and anticipates filing new financial statements shortly. The company also intends to file its first, second, and third quarter 2025 financials over the coming weeks.“At a high level, the restatement significantly reduced our reported inventory. Consolidated inventory for 2024 was reduced by greater than $375 million, or nearly 40%...further, Lugano's revenue declined by more than 85% from previously reported levels following the removal of the fraudulent revenue,” a company executive said.Lugano filed for Chapter 11 protection under the U.S. Bankruptcy Code on November 16. “Regardless of what we ultimately recover from Lugano bankruptcy, the cost of the Lugano fraud will, by a wide margin, represent the most significant loss Cody has experienced since its inception,” the executive added.<h2 class="st-heading-2">Analyst Take</h2>According to William Blair, who has an ‘Outperform’ rating on the shares, Compass Diversified is worth at least $10 per share excluding Lugano. The firm said that it now awaits the restated financials.Blair's "back-of-the-envelope" estimate suggests Compass would need to raise about $500 million to reach its target leverage. Excluding Lugano, the company's 2025 subsidiary core profit results are tracking in line with expectations of mid-single-digit growth to $330 million-$360 million, the firm added.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around Lugano jumped from ‘Neutral’ to ‘Bullish’ territory over the past 24 hours, while message volume stayed at ‘high’ levels.A Stocktwits user said that they will stick with the company for now and highlighted that the company’s other subsidiaries seem to be doing well and expressed anticipation for restated financials. &nbsp;<stembedurl>https://stocktwits.com/MplsBarry/message/638306243</stembedurl>Another slammed the company management for failing to identify the fraud at Lugano earlier.<stembedurl>https://stocktwits.com/SnapCrackleStop/message/638278242</stembedurl><a href="https://stocktwits.com/symbol/CODI">CODI stock</a> has dropped 74% this year.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/new-york-times-sues-perplexity-ai-over-unauthorized-content-use-what-does-the-lawsuit-say/cLISBqyREko">New York Times Sues Perplexity AI Over Unauthorized Content Use: What Does The Lawsuit Say?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Stock market down on a black background. | Image source: Yuichiro Chino via Getty Images

Compass Diversified Stock Plunges On ‘Most Significant Loss’ After Fraud Forces Removal Of Three Years Of Financials

The company has removed financial information for the years 2022 to 2024 from its website, citing non-reliance. 

Equity

Why USA Rare Earth Stock Soared Today

Key PointsUSA Rare Earth will supply rare-earth metal to Compass Diversified...

<ul class="summary-bullets"><li>The agreement aims to strengthen an American-European supply chain deemed crucial for aerospace, defense, automotive, and energy industries.</li><li>USAR’s recently completed acquisition of LCM gives it access to high-grade NdPr alloys and strip cast essential for magnet production.</li><li>USAR is progressing toward the first quarter 2026 commissioning of its Stillwater magnet manufacturing facility in Oklahoma.</li></ul>&nbsp;&nbsp;USA Rare Earth Inc. (USAR) shares rose 16% on Thursday after its newly acquired subsidiary, Less Common Metals (LCM), secured a rare-earth supply agreement with Solvay and Arnold Magnetic Technologies, a subsidiary of Compass Diversified Holdings (CODI).<a href="https://stocktwits.com/symbol/CODI">CODI stock</a> was up 3%.<h2 class="st-heading-2">Rare Earth Supply Agreement</h2>The agreement will see the U.K.-based LCM supply Arnold with ex-China rare-earth metals and alloys for advanced permanent magnet production. The agreement aims to strengthen an American-European supply chain, thereby ensuring stability for key sectors, including aerospace, defense, automotive, and energy.“This collaboration exemplifies the type of industrial partnerships that are rebuilding strength and resilience across the rare-earth ecosystem outside of China. LCM’s role demonstrates the strategic importance of secure, reliable sourcing and how collaboration between trusted partners can guarantee sustainable access to critical rare-earth materials for global magnet manufacturers,” said Barbara Humpton, Chief Executive Officer of USA Rare Earth.<h2 class="st-heading-2">LCM Acquisition</h2><a href="https://stocktwits.com/symbol/USAR">USAR</a> completed its acquisition of LCM on November 18, reinforcing a critical part of its rare-earth supply chain. The deal, first announced in September, included $100 million in cash and 6.74 million shares of USAR’s common stock.The acquisition provides USAR with access to high-grade neodymium and praseodymium (NdPr) alloys and strip cast essential for magnet production. Meanwhile, the company is progressing toward commissioning its Stillwater magnet manufacturing facility in Oklahoma in the first quarter of 2026, which is poised to become one of the first large-scale U.S. producers of Neodymium Iron Boron magnets.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits flipped to ‘bullish’ from ‘bearish’ a day earlier, amid ‘high’ message volumes. Year-to-date, the stock has gained around 10%.Rare earth has been a hot topic this year after China restricted supply in response to export tariffs imposed by Donald Trump. With China controlling roughly 70% of global mining and nearly 90% of processing, it holds significant market power, leaving the U.S. and its allies exposed to potential supply risks.This has led the White House to intensify its efforts to expand domestic production of critical minerals, including by acquiring stakes in multiple critical-mineral miners and rare-earth magnet producers.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/us-jobless-claims-report-november-29-week/cLILyA4RESs">Jobless Claims Fall To Lowest Level Since September 2022</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the USA Rare Earth logo is seen displayed on a smartphone screen.

USAR Stock Gains 16% As Newly Acquired Unit Strikes Rare Earth Deal With Arnold Magnetic Technologies

LCM will supply Compass Diversified’s unit Arnold with ex-China rare-earth metals and alloys for advanced permanent magnet production

SG Americas Securities LLC Boosts Stake in Compass Diversified Holdings $CODI

SG Americas Securities LLC lifted its position in Compass Diversified Holdings (NYSE:CODI - Free Report) by 279.4% in the second quarter, according to the company in its most recent 13F filing with...

Compass Diversified (NYSE:CODI) Shares Gap Up - Still a Buy?

Compass Diversified (NYSE:CODI) Shares Gap Up - What's Next...

Compass Diversified Holdings, a traded fund in New York Stock Exchange, seeks investment opportunities in small and middle-market companies located in North America with an enterprise value of USD 10-100 million and an annual EBITDA of at least USD 20 million. The fund targets companies operating in industrial and branded consumer sectors. It provides financing for acquisitions, buyouts, and later-stage capital requirements with transaction size ranging from USD 200-800 million utilizing debt and equity. It takes controlling interests and makes investments in public companies.

Compass Diversified Holdings

Short-Term Volatility, Then Markets Move On

Sustained Risk-Off Until Fed Path Is Clear

Little Impact — Fundamentals Still Rule

Other – Comment Below

Markets pulled back after reports that the DOJ opened a criminal investigation into Federal Reserve Chair Jerome Powell, raising concerns about central bank independence. With rate cuts, inflation, and political pressure all in focus, how do you think this standoff will impact markets in 2026?

How Will the Powell Investigation Impact Markets in 2026?

CODI
Compass Diversified Holdings

Feed

News

Sentiment

Earnings

Fundamentals

Info

Poll

Latest CODI News

CODICompass Diversified Holdings