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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 facing a significant sell-off after the DOJ unsealed an indictment charging three associatesincluding a co-founder and board memberwith a scheme to smuggle high-performance Nvidia-based servers to China. While the company stated it is not a named defendant and has taken disciplinary action, investors are reacting with intense volatility as the news reignites long-standing community concerns regarding the firm's governance, internal controls, and ties to leadership scandals.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs is trending as investors rotate into the space and defense sector, bolstered by strong recent earnings, a significant revenue beat, and a rapidly expanding government backlog. The community is actively discussing its momentum as a critical infrastructure play, with many noting its growing institutional support and potential to capitalize on heightened geopolitical demand for satellite imagery.

Pyth Network is a decentralised oracle network designed to provide real-time financial market data to decentralised applications (dApps) across multiple blockchains. It allows developer to secure smart contracts with reliable, low-latency market data from institutional sources, and build apps with high-fidelity oracle feeds designed for mission-critical systems.

Pyth Network

Pyth Network is trending as investors highlight its role as essential DeFi infrastructure, particularly following its partnership with the U.S. Department of Commerce to provide macroeconomic data on-chain. Community sentiment is driven by the project's institutional backing, its revenue-sharing model through token buybacks, and its growing importance within the Real World Asset (RWA) sector.

Tidal Trust II - Defiance Daily Target 2x Long SMCI ETF

Defiance Daily Target 2X Long SMCI ETF

Investors in the Defiance Daily Target 2X Long SMCI ETF (SMCX) are currently grappling with the aftermath of a reverse split and ongoing price volatility that has left many feeling trapped in significant losses. Community discussion is heavily focused on the effects of daily decay, frustration over market manipulation, and intense debate regarding whether the underlying asset can sustain a recovery sufficient to offset the impact of the split and negative sentiment.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is currently trending as investors closely monitor the pivotal Phase 3 REGAL trial for its lead candidate, GPS, following a recent corporate update that confirmed a strong cash position and ongoing progress. The community remains deeply divided, with bulls pointing to the potential for a curative outcome and a buyout scenario as the trial nears its final 80-event milestone, while bears express skepticism regarding trial design, the lack of transparency on interim event counts, and concerns over continued share dilution.

Tower Semiconductor Ltd. engages in providing semiconductor solutions. It also offers technology and manufacturing platforms for integrated circuits (ICs) in growing markets such as consumer, industrial, automotive, mobile, infrastructure, medical, and aerospace and defense. It focuses on creating positive and sustainable impact on the world through long term partnerships and its advanced and innovative analog technology offering, comprised of a broad range of customizable process platforms such as SiGe, BiCMOS, mixed-signal/CMOS, RF CMOS, CMOS image sensor, non-imaging sensors, integrated power management (BCD and 700V), and MEMS. Its designs enable a quick and accurate design cycle as well as process transfer services including development, transfer, and optimization, to IDMs and fabless companies. The company was founded in 1993 and is headquartered in Migdal Haemek, Israel.

Tower Semiconductor Ltd.

Tower Semiconductor is currently trending as the community closely monitors the potential regulatory hurdles facing its acquisition by Intel, with many investors debating the stock's valuation as a standalone entity versus its buyout price. Enthusiastic discussion remains centered on the company's silicon photonics technology and its strategic importance within the AI infrastructure supply chain, keeping sentiment highly charged around both deal-related news and long-term industrial potential.

FedEx Corp. is a holding company, which engages in the provision of transportation, e-commerce, business services, and business solutions. It operates through the following segments: FedEx Express, FedEx Freight, Corporate, Other, and Eliminations. The FedEx Express segment offers transportation and delivery services. The FedEx Freight segment refers to freight transportation services to business and residences. The FedEx Services segment includes sales, marketing, information technology, communications, customer service, technical support, billing and collection services, and certain back-office functions that support the company's operating segments. The Corporate, Other, and Eliminations segment is involved in the corporate headquarters costs for executive officers and certain legal and finance functions, as well as certain other costs and credits not attributed to the firm's core business. The company was founded by Frederick Wallace Smith on June 18, 1971, and is headquartered in Memphis, TN.

Fedex Corp

FedEx is trending following a strong quarterly earnings report where the company beat profit and revenue estimates, prompting management to raise their full-year guidance. Investors and the community are actively debating the sustainability of this growth amid ongoing industry pressures like fuel costs, parcel volume shifts, and the upcoming freight spin-off.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is trending as investors digest a mix of tactical analyst upgrades and ongoing volatility, with market participants closely monitoring the company's AI server backlog and infrastructure demand ahead of the next earnings report. The community remains deeply divided, with some buyers betting on a breakout fueled by AI-driven growth, while others express frustration over institutional manipulation and concerns regarding margin compression.

BRC Group Holdings, Inc. engages in the provision of financial services and solutions to the capital raising and financial advisory needs of public and private firms. It operates through the following segments: Capital Markets, Wealth Management, Financial Consulting, Auction and Liquidation, Communications, and Consumer. The Capital Markets segment provides investment banking, corporate finance, research, wealth management, and sales and trading services to corporate, institutional, and high net worth clients. The Wealth Management segment offers retail brokerage, investment management, and insurance, and tax preparation services. The Financial Consulting segment focuses on a variety of specialized advisory services spanning bankruptcy, restructuring, turnaround management, forensic accounting, crisis and litigation support, appraisal and valuation, real estate, and operations management. The Auction and Liquidation segment deals with retail liquidation services. The Communications segment is composed of a portfolio of companies acquired for attractive risk-adjusted investment return characteristics. The Consumer segment includes Targus and the Brands investment portfolio. The company was founded in 1973 and is headquartered in Los Angeles, CA.

BRC Group Holdings Inc.

B. Riley Financial Inc

B. Riley Financial is trending as investors weigh significant debt reduction moves and anticipation of the upcoming 10-K filing against persistent short selling pressure. The community is focused on the potential for a squeeze, highlighting the firm's concentrated insider ownership and its substantial stake in Babcock & Wilcox as key catalysts for a potential rerating.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is seeing significant market activity driven by a major partnership with Uber to deploy up to 50,000 autonomous R2 robotaxis, sparking intense debate among investors regarding the company's long-term scaling potential and ability to meet execution milestones. Community discussion remains polarized, with many cheering the validation from big tech as a massive growth catalyst while others remain skeptical of the timeline and the company's ongoing cash burn.

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Why Canadian Solar Stock Was Tanking on Thursday

Key PointsIts revenue declined year over year, and it posted a headline net loss...

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Canadian Solar Stock Drops 27% Over Turning To Loss In Q4

(RTTNews) - Stock of Canadian Solar Inc. (CSIQ) is dropping about 27 percent on Thursday morning trading after the company announced that it turned into a loss of $86 million in the fourth quarter, compared with a profit of $34 million last year...

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Canadian Solar Q4 Earnings Call Highlights

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Canadian Solar Stock Falls After Q4 Revenue Miss, Weak Q1 Outlook

Canadian Solar shares are trading lower Thursday after reporting worse-than-expected Q4 revenue results and issuing weak Q1 revenue guidance.read more...

Canadian Solar (NASDAQ:CSIQ) Issues Quarterly Earnings Results

Canadian Solar (NASDAQ:CSIQ - Get Free Report) announced its quarterly earnings data on Thursday. The solar energy provider reported ($1.66) earnings per share (EPS) for the quarter, missing analysts' consensus estimates of ($1.10) by ($0.56). The firm had revenue of $1.22 billion during the...

<ul class="summary-bullets"><li>Canadian Solar stated that its solar module shipments during Q4 nearly halved to 4.3 gigawatts, down 16% sequentially.</li><li>The company added that its revenue during the quarter was down primarily due to lower sales of its solar modules and battery energy storage systems.</li><li>Canadian Solar guided for first-quarter revenue in the $900 million to $1.1 billion range, while the Wall Street consensus is for revenue of $1.51 billion.</li></ul>Canadian Solar Inc. (CSIQ) on Thursday reported fourth-quarter results that missed Wall Street expectations, citing a prolonged sector downturn.The Ontario-based company reported a loss of $1.66 per share on revenue of $1.26 billion during the fourth quarter (Q4), while Wall Street expected a loss of $0.42 per share on revenue of $1.37 billion, according to Fiscal.ai data.<a href="https://stocktwits.com/symbol/CSIQ">Canadian Solar shares</a> declined nearly 24% in Thursday’s pre-market trade. Retail sentiment on Stocktwits around the company was in the ‘bearish’ territory at the time of writing.<h2 class="st-heading-2">Solar Module Shipments Nearly Halve Year-On-Year</h2>Canadian Solar stated that its solar module shipments during Q4 nearly halved to 4.3 gigawatts, down 16% sequentially.The company added that its revenue during the quarter was down primarily due to lower sales of its solar modules and battery energy storage systems.“In response to the prolonged solar downturn, we pivoted away from the industry's traditional focus on shipment volumes and instead took the lead by prioritizing margins and diversifying our profit drivers, notably energy storage,” said Canadian Solar CEO Shawn Qu.Qu also highlighted persistent market headwinds and a shifting regulatory landscape as factors behind the sales decline. Despite this, he stated that the company remains steadfastly committed to the U.S. market, citing its efforts to reshore manufacturing to North America.To this end, Qu stated that Canadian Solar has fully ramped up its solar module factory in Texas and intends to double its capacity. Canadian Solar has begun moving equipment as part of the first phase of its solar cell plant in Indiana, and expects to manufacture its first cell by the end of this month, he added.“Furthermore, we are advancing the second phase, which once operational, will bring our U.S. cell capacity to 6.3 GWp, establishing the largest crystalline silicon technology footprint in the country,” Qu stated.Canadian Solar guided for first-quarter revenue in the $900 million to $1.1 billion range, while the Wall Street consensus is for revenue of $1.51 billion.<h2 class="st-heading-2">Solar Installations Decline In 2025 Due To Trump's Policy Changes</h2>According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/sustainability/climate-energy/us-solar-installations-down-2025-after-trump-policies-jolt-market-report-says-2026-03-10/">report</a> citing data from the Solar Energy Industries Association (SEIA) and Wood Mackenzie, solar installations in the U.S. declined in 2025 due to the Trump administration’s regulatory changes.The study showed that new solar installations in 2025 totaled 43 GW, down from 50 GW in 2024. The report added that, due to President Donald Trump’s One Big Beautiful Bill Act, community solar installations fell by 25% in 2025, while utility-scale installations declined by 16%.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>One bearish user on the platform opined that the company currently has too many problems.<stembedurl>https://stocktwits.com/crab22/message/647950972</stembedurl>Another user believes that the CSIQ stock should decline further, following the Q4 results.<stembedurl>https://stocktwits.com/ToRni27/message/647950102</stembedurl><a href="https://stocktwits.com/symbol/CSIQ">CSIQ stock</a> is down 22% year-to-date, but up 89% over the past 12 months. The Invesco Solar ETF (TAN) is up 72% over the past 12 months, while the iShares Global Clean Energy ETF (ICLN) is up 56%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/iran-mulls-transit-fees-strait-of-hormuz-crude-oil-prices-surge/cZ3aLtfRIWw">Iran Reportedly Mulls Transit Fees In Strait Of Hormuz, Targeting A Fifth Of Global Energy Flow As Crude Oil Surges</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Canadian Solar logo is seen displayed on a smartphone screen

Canadian Solar Pins Q4 Miss On Prolonged Sector Downturn, Regulatory Headwinds — CSIQ Stock Tumbles Over 20% Pre-Market

The Ontario-based company reported a loss of $1.66 per share on revenue of $1.26 billion during Q4, while Wall Street expected a loss of $0.42 per share on revenue of $1.37 billion.

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$CSIQ Q4 &#39;25 Earnings Results &amp; Recap

• Reported GAAP EPS of -$1.66 down -425.49% YoY
• Reported revenue of $1.22B down -19.99% YoY
• Canadian Solar expects Q1 2026 revenue between $900M and $1.1B, with gross margin of 13% to 15%. The company also guides for 6.5-7.0 GW U.S. solar modules in 2026.

Stocktwits

Canadian Solar Inc

 Q4 '25 Earnings Results & Recap

• Reported GAAP EPS of -$1.66 down -425.49% YoY
• Reported revenue of $1.22B down -19.99% YoY
• Canadian Solar expects Q1 2026 revenue between $900M and $1.1B, with gross margin of 13% to 15%. The company also guides for 6.5-7.0 GW U.S. solar modules in 2026.

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Stocktwits Earnings

Canadian Solar, Inc. engages in the manufacture of solar photovoltaic modules, provision of solar energy and battery storage solutions, and development of utility-scale solar and battery storage products. It operates through the CSI Solar and Global Energy segments. The CSI Solar segment designs, develops, and manufactures solar ingots, wafers, cells, modules, and other solar power and battery storage products. The Global Energy segment includes solar and battery storage project development and sale, asset management services for operational projects, sale of electricity, and investment in retained assets. The company was founded by Shawn Qu in October 2001 and is headquartered in Kitchener, Canada.

The stock faces heavy selling pressure following a disappointing Q4 revenue miss and weak 2026 outlook.

Investors are closely tracking whether domestic manufacturing ramps and 45X tax credits can serve as a long-term earnings unlock.

The company is transitioning from low-margin module sales toward high-margin integrated products to stabilize profitability.

High-volume bearish activity and aggressive put option flows are fueling intense debates over market manipulation versus fundamental weakness.

Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '26	-$0.43	--	--	N/A
Q4 '25	-$0.47	-$1.66	-256.35%	MISSED
Q3 '25	-$0.53	-$0.07	86.74%	BEAT
Q2 '25	$1.34	$0.11	-92.01%	MISSED
Q1 '25	-$1.16	-$0.51	56.33%	BEAT

CSIQ
Canadian Solar Inc

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