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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, sparking fervent community debate over the deal's implications. While many bulls anticipate a significant price surge, especially ahead of upcoming earnings, others express caution about the ongoing acquisition drama and potential market manipulation.

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 a major discussion point after a significant investment bank issued a "Sell" rating and revised its price target, fueling speculation of market manipulation to acquire shares at a lower price. The community is actively debating whether declining profit margins, despite its crucial role in the AI server market and strong revenue outlook, justify the valuation pressure, or if underlying management issues and past controversies are contributing factors. Many retail investors are viewing this downturn as a buying opportunity, anticipating a rebound heading into upcoming earnings.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

Warner Bros. Discovery is trending amid a high-stakes acquisition battle, as Netflix reportedly considers revising its offer to all-cash, directly challenging Paramount/Skydance's persistent bid and legal actions. The market is actively discussing which proposal provides superior value and certainty for WBD shareholders, especially considering potential regulatory scrutiny and the future of Discovery Global assets.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase Global is trending amid a broad crypto market surge, propelled by significant short liquidations that have lifted major digital assets and fueled renewed investor optimism. The community is actively debating COIN's performance in relation to these crypto movements, with many anticipating its future potential as regulatory clarity progresses through legislative efforts. Recent analyst upgrades and strategic expansion into new financial products and global markets are also key discussion points.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. is trending amid renewed geopolitical focus on Greenland's rare earth deposits, driven by high-level discussions between U.S., Danish, and Greenlandic officials regarding potential U.S. strategic involvement. The community is actively discussing CRML's Tanbreez project as a crucial asset for Western critical mineral supply chains, anticipating significant upside from these developments.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

Bitmine Immersion Technologies Inc

Bitmine Immersion Technologies ($BMNR) is trending due to a looming shareholder vote regarding significant share authorization, sparking intense debate and frustration within the community. Community members are sharply divided, with many fearing ongoing dilution hindering its performance despite recent Ethereum strength, while others advocate trusting management's long-term vision for acquiring Ethereum to capitalize on broader market trends.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance is at the center of an intense takeover battle for Warner Bros. Discovery, escalating its all-cash bid and legal pressure against a competing Netflix offer. The community actively debates PSKY's superior value proposition, highlighting concerns about Netflix's fluctuating stock price and the perceived weak valuation of WBD's proposed spin-off. Many believe WBD's board is prioritizing self-interest, fueling discussions around potential regulatory hurdles that could favor PSKY's 'cleaner' acquisition path.

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 performance for its MS drug, Briumvi, with recent guidance suggesting strong growth and potential to reach blockbuster status. This positive momentum is bolstered by a key competitor's recent regulatory setback, fueling community discussions about Briumvi's best-in-class profile and its appeal as a strategic acquisition target. Many investors remain confident in the company's fundamentals, anticipating significant market share expansion and a re-evaluation of its valuation.

Keeta is a high-performance layer-1 blockchain designed to unify transactions across different blockchains and fiat payment systems, eliminating the need for costly intermediaries, reducing fees, and enabling near-instant settlements. With 400-millisecond transaction finality and the ability to process 10 million transactions per second, Keeta sets a new industry benchmark for speed and scalability.  Founded in 2022 and backed by Eric Schmidt, the former CEO of Google, Keeta has been engineered to meet the stringent regulatory and operational requirements of financial institutions. Its advanced on-chain compliance protocols, including KYC and AML, ensure security and regulatory adherence. Keeta’s architecture natively supports asset tokenization and digital identity, making it an ideal platform for stablecoins and real-world asset transfers.  By facilitating cross-chain transactions and interoperability with existing payment systems, Keeta bridges the gap between cryptocurrencies and fiat, enabling a secure, efficient, and compliant global financial ecosystem.

Keeta

KTA Crypto is trending amidst strong anticipation for its Coinbase listing and the rollout of its mainnet, driving community focus on its ambition to revolutionize institutional finance. Backers highlight Keeta's high-throughput Layer-1 blockchain, compliant financial rails, and Real-World Asset tokenization capabilities, citing support from prominent figures like former Google CEO Eric Schmidt. Despite some market fluctuations and ongoing debate around its immediate price action, many within the community see Keeta as a long-term play in the future of global payments and on-chain assets.

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 is trending following the release of preliminary revenue figures showcasing substantial year-over-year growth in its defense sector and ahead of its presentation at the Needham Growth Conference. The community is actively discussing the company's strong performance and the broader context of increased defense spending, anticipating further contract announcements and a potential short squeeze.

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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

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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?

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