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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 trending as traders assess its AI dominance amid competition, potential China trade risks, and recent product developments. Community members are actively discussing chart patterns, potential breakouts, and whether the stock remains a top AI play. Sentiment is mixed, with some highlighting new partnerships while others express concerns about valuation and market saturation.

GSI Technology, Inc. engages in the design, development and marketing of memory products primarily for the networking, and telecommunications markets. Its product includes Static Random Access Memory, or SRAM, which incorporated in networking and telecommunications equipment, such as routers, switches, wide area network infrastructure equipment, wireless base stations and network access equipment. It also offers services to the ongoing needs of the military, industrial, test and measurement equipment, automotive and medical markets for SRAMs .The company was founded by Lee-Lean Shu and Robert Yau in March 1995 and is headquartered in Sunnyvale, CA.

GSI Technology Inc

GSIT is surging due to a published paper highlighting its APU's comparable performance to NVIDIA GPUs with significantly lower energy consumption, sparking community excitement. Traders are discussing the potential for buyouts and disruption in the AI chip market given the impressive energy efficiency. The community is closely watching for continuation and potential short squeezes.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is trending as the community assesses the impact of a recently revealed lawsuit from GIC, with many dismissing it as old news and accusing short-sellers of manipulation. Bulls are highlighting the company's potential for growth, pointing to strong delivery numbers for ONVO and overall production capacity. Despite some volatility, investors are closely watching for any signs of profitability and a potential rebound.

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 as investors discuss the potential impact of recent investments and a pending BFS release, with community members speculating on who acquired a significant stake in the company. Conversations also highlight the company's strategic positioning amid the US-Australia partnership for rare earth elements and critical minerals, with some seeing the stock as undervalued while others express concern over market manipulation.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs is trending due to news of a potential expansion into rare earth mineral production, sparking excitement and speculation about the company's strategic shift. Community discussions revolve around the implications of this move, with some questioning the feasibility and cost-effectiveness of extracting rare earth minerals from iron ore, while others see it as a game-changer for U.S. strategic metals and a potential re-rating of the stock.

Summit Therapeutics, Inc. is a biopharmaceutical company, that focuses on the discovery, development, and commercialization of patient, physician, caregiver, and societal-friendly medicinal therapies intended to improve quality of life, increase potential duration of life, and resolve serious unmet medical needs. The firm conducts clinical programs focusing on Clostridioides Difficile Infection (CDI). Its lead product, Ridinilazole, is an orally administered small molecule antibiotic that is in Phase III clinical trials for the treatment of CDI. The company was founded in 2003 and is headquartered in Miami, FL.

Summit Therapeutics Inc

Summit Therapeutics is trending amid anticipation for data from its Phase III HARMONi trial at the World Conference on Lung Cancer, with bullish investors hoping for strong overall survival results for its lung cancer drug, ivonescimab. Community members are actively debating the drug's potential to compete with Keytruda and the implications of regional differences in trial outcomes, while some analysts maintain high price targets.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is trending due to a widespread AWS outage impacting major websites and services, sparking discussions about the company's critical role in internet infrastructure and potential fallout.  The community is debating the outage's impact on earnings and whether it exposes vulnerabilities in centralized cloud services, while some see the quick recovery as a testament to Amazon's resilience.  Despite the negative event, the stock has shown surprising strength, fueling debates about its future trajectory and the importance of AWS to Amazon's overall value.

The Mosaic Co. engages in the production and marketing of concentrated phosphate and potash crop nutrients. It operates through the following segments: Phosphates, Potash, and Mosaic Fertilizantes. The Phosphates segment is involved in the ownership and operation of mines and production facilities which produce concentrated phosphate crop nutrients and phosphate-based animal feed ingredients, and processing plants which produce concentrated phosphate crop nutrients. The Potash segment includes mining, processing, and selling potash. The Mosaic Fertilizantes segment focuses on mines, chemical plants, crop nutrient blending and bagging facilities, port terminals, and warehouses. The company was founded on March 25, 2004 and is headquartered in Tampa, FL.

Mosaic Company

Mosaic is trending as investors discuss its valuation and potential catalysts, including production cuts from competitors and the impact of geopolitical events. The community is weighing the company's recent performance against its long-term potential in the fertilizer market, particularly as a value play. Some are speculating on a potential takeover given its low valuation compared to its book value.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

REPL is trending due to positive community sentiment around the company's resubmitted Biologics License Application for its melanoma treatment, RP1, after a previous rejection. The community is discussing the potential for a short squeeze and the stock's strong momentum, while also noting updated price targets from analysts. Some investors express concerns about potential dilution and the long timeframe for a decision, while others highlight the drug's efficacy and unmet need in advanced melanoma.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

GOOGL is trending as investors assess its potential following analyst upgrades and a broader tech sector rally, with some community members eyeing new all-time highs. Discussions include Google's AI initiatives, cloud growth, and various technical analyses, while others express concerns about valuation and potential pullbacks. Recent news of a cybersecurity issue related to Oracle software is also impacting sentiment.

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Citi on Friday lowered its price target on Chinese EV maker Li Auto (LI) to $25.60 from $33.90 while keeping a ‘Neutral’ rating on the shares.The new price target still represents a 10% upside to the stock’s closing price on Thursday. Citi cut estimates to reflect Li's third-quarter (Q3) outlook missing expectations, as per TheFly. On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/LI">Li stock</a> jumped from ‘Neutral’ to ‘Bullish’ territory over the past 24 hours, while message volume stayed at ‘extremely high’ levels.<figure class="image"><img style="aspect-ratio:624/63;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_29_at_7_08_31_AM_png_e74a0ea2fe.webp" alt="LI's Sentiment Meter and Message Volume as of 7:08 a.m. ET on Aug. 29, 2025 | Source: Stocktwits" width="624" height="63"><figcaption>LI's Sentiment Meter and Message Volume as of 7:08 a.m. ET on Aug. 29, 2025 | Source: Stocktwits</figcaption></figure>A Stocktwits user stated that they expect the shares ‘to eventually implode.’<stembedurl>https://stocktwits.com/QCExpert/message/626951407</stembedurl>On Thursday, Li Auto stated that it expects third-quarter (Q3) vehicle deliveries to be between 90,000 and 95,000 vehicles, representing a year-over-year decrease of 41.1% to 37.8%. Li Auto delivered 30,731 vehicles in July, and the new third-quarter outlook suggests that the company expects to deliver a similar number of vehicles in the next two months, despite the introduction of new products.Total revenue is also expected to decrease by 42.1% to 38.8% in the quarter, ranging from RMB 24.8 billion ($3.5 billion) to RMB 26.2 billion, below the estimated RMB 26.26 billion. For the second quarter through the end of June, the company reported total revenues of RMB 30.2 billion, below the analyst estimate of RMB 31.82 billion.Adjusted and diluted net earnings per American depositary share (ADS) attributable to ordinary shareholders were RMB 1.37 in the second quarter, lower than an estimated RMB 1.73.LI stock is down 3% this year but up approximately 18% over the past 12 months.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/de-minimis-ends-today-heres-whos-likely-to-win-and-lose-after-us-tariff-shift/chtThciRdNB">De Minimis Ends Today – Here’s Who’s Likely To Win And Lose After US Tariff Shift</a>For updates and corrections, email newsroom[at]stocktwits[dot]comExchange Rate: RMB1= $0.14

People stop by the booth of the Chinese carmaker Li Auto during an auto show in Hangzhou. (Photo credit should read LONG WEI / Feature China/Future Publishing via Getty Images)

Citi Lowers Price Target On This Chinese EV Maker After Disappointing Q3 Guidance: Retail Expects Shares To ‘Eventually Implode’

Citi’s new price target still represents a 10% upside to the stock’s closing price on Thursday.

Equity

Chinese EV maker Li Auto (LI) on Thursday said it expects a year-over-year decline in vehicle deliveries in the third quarter, even as it prepares to launch its i6 SUV in September, following the launch of its i8. &nbsp;Li Auto now expects vehicle deliveries to be between 90,000 and 95,000 vehicles, representing a year-over-year decrease of 41.1% to 37.8%. Total revenue is also expected to decrease by 42.1% to 38.8%, ranging from RMB24.8 billion ($3.5 billion) to RMB26.2 billion.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/LI">Li Auto</a> fell from ‘bullish’ to ‘neutral’ territory over the past 24 hours, while message volume rose from ‘high’ to ‘extremely high’ levels. Nasdaq-listed shares of the company traded 4% higher at the time of writing.<figure class="image"><img style="aspect-ratio:621/62;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_28_at_12_43_28_PM_png_35f2ecab5e.webp" alt="LI's Sentiment Meter and Message Volume as of 12:43 p.m. ET on Aug. 28, 2025 | Source: Stocktwits" width="621" height="62"><figcaption>LI's Sentiment Meter and Message Volume as of 12:43 p.m. ET on Aug. 28, 2025 | Source: Stocktwits</figcaption></figure>A Stocktwits user highlighted that the company’s missed earnings and reduced outlook won’t allow for a further rally.<stembedurl>https://stocktwits.com/Fomo66/message/626857750</stembedurl>Another user believes i8 and i6 will sell like “hot cakes.”<stembedurl>https://stocktwits.com/NephoriX/message/626845040</stembedurl>Li Auto is now gearing up to launch the i6, a five-seater all-electric SUV, after it began delivering its six-seater i8 SUVs earlier this month. CEO Xiang Li <a target="_blank" rel="noopener noreferrer nofollow" href="https://ir.lixiang.com/news-releases/news-release-details/li-auto-inc-announces-unaudited-second-quarter-2025-financial">said</a> on Thursday during the earnings call that the company expects i8 deliveries to exceed 8,000 units by September. He said that the preparation for i6 is progressing smoothly and added that the product will expand the company’s lineup to cater to a broader audience base.“The model has a very attractive design. It drives very well. It balances comfort and sportiness and has an excellent space experience. It precisely meets the needs of younger consumers and has the potential to become our sales driver in the best segment,” President Donghui Ma said.Li Auto delivered 30,731 vehicles in July, and the new third-quarter outlook suggests that the company expects to deliver a similar number of vehicles in the next two months, despite the introduction of new products.For the second quarter, the company reported total revenues of RMB30.2 billion, below an analyst estimate of RMB31.82 billion.Adjusted and diluted net earnings per American depositary share (ADS) attributable to ordinary shareholders were RMB1.37 in the second quarter, lower than an estimated RMB1.73.LI stock is down by 2% this year but up by 32% over the past 12 months.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/novo-nordisk-to-collaborate-with-replicate-bioscience/chs6gO8Rdmx">This Pharma Major’s Stock Has Lost 59% Of Its Value In A Year – Why Is It Drawing Investor Interest Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

Li Auto Announces Lower Q3 Delivery Outlook Despite New Vehicle Launches: Retail Sees i8, i6 Selling Like ‘Hot Cakes’

Li Auto now expects vehicle deliveries to be between 90,000 and 95,000 vehicles, representing a year-over-year decrease of 41.1% to 37.8%.

Macquarie analyst Eugene Hsiao downgraded Li Auto (LI) to ‘Underperform’ from ‘Neutral’ on Friday, citing rising competitive pressures.The firm also lowered the price target to $21 from $28, implying a downside of about 10.5% from the stock’s closing price on Thursday.Li looks set to miss "lagging" sell-side second-quarter estimates for revenue, while the third-quarter consensus volume estimate of 139,000 units "appears stretched," the analyst told investors. In addition, management needs to provide a clear strategy on how to reset growth ahead of the launch of the i6 SUV in September, which will be competing directly with "best-sellers" like the Tesla (TSLA) Model Y and Xiaomi YU7, the analyst said, as per TheFly.On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/LI">Li stock</a> stayed unchanged within ‘bullish’ territory over the past 24 hours, while message volume rose from ‘low’ to ‘high’ levels.<figure class="image"><img style="aspect-ratio:573/60;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_22_at_9_19_49_AM_png_6223746c67.webp" alt="LI's Sentiment Meter and Message Volume as of 9:20 a.m. ET on Aug. 22, 2025 | Source: Stocktwits" width="573" height="60"><figcaption>LI's Sentiment Meter and Message Volume as of 9:20 a.m. ET on Aug. 22, 2025 | Source: Stocktwits</figcaption></figure>A Stocktwits user termed Li the ‘Blackberry of the EV market.’<stembedurl>https://stocktwits.com/Hannibalblade/message/626163369</stembedurl>Another user expects the stock to soon fall below $20.<stembedurl>https://stocktwits.com/Avj90/message/626160368</stembedurl>Li Auto is slated to report its second-quarter (Q2) earnings on August 28. In the three months through the end of June, Li delivered 111,074 vehicles, below its delivery outlook of 123,000 and 128,000 vehicles provided in May. However, the company updated its delivery outlook to about 108,000 units a few days before the close of the quarter, citing the temporary impact of the company’s sales system upgrade to support long-term growth.Wall Street expects Li to report revenue of $4.5 billion for Q2, up from the $4.4 billion reported in the corresponding quarter of 2024, and adjusted earnings per share of $0.24, up from $0.20 reported in Q2 2024, according to Koyfin.NASDAQ-listed shares of Li are down by 2% this year but up by about 12% over the past 12 months.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/moderna-gets-clearance-to-deliver-spikevax-covid-19-vaccine-in-canada/chsZ5TqRd0y">Moderna Gets Clearance To Deliver Updated Spikevax COVID-19 Vaccine In Canada</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

This Stock Just Got Downgraded By Macquarie On Rising Competition In Chinese Market – Do You Own It?

Macquarie lowered its price target on the stock to $21 from $28, implying a downside of about 10.5% from the stock’s closing price on Thursday.

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