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Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is facing significant volatility as investors weigh a quarterly earnings beat against management's guidance of surging capital expenditures and delays in key AI and robotaxi initiatives. The community is sharply divided, with bulls focusing on the companys long-term pivot toward an AI-driven ecosystem, while bears are aggressively pointing to stalling growth, product roadmap setbacks, and concerns over the company's valuation.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is experiencing a period of intense momentum, with the community actively debating whether the stock's parabolic ascent toward record highs is fueled by genuine AI infrastructure leadership or an unsustainable, sentiment-driven bubble. While bullish investors point to long-term growth in data center demand and aggressive institutional positioning, others are highlighting warning signs like extreme RSI levels and historical post-earnings volatility as reasons for caution.

Tilray Brands, Inc. engages as a consumer packaged goods company, which focuses on medical cannabis research and the cultivation, processing, and distribution of cannabis products worldwide. It operates through the followings segments: Cannabis, Distribution, Beverage, and Wellness. The Cannabis segment focuses on cultivation, production, distribution, and sale of both medical and adult-use cannabis products. The Distribution segment is involved in purchase, resale, and distribution of pharmaceutical and wellness products. The Beverage segment refers to the production, marketing, and sale of beverages. The Wellness segment represents the production, marketing, and distribution of hemp-based food and other wellness products. The company was founded on January 24, 2018 and is headquartered in Leamington, Canada.

Tilray Brands Inc

Tilray Brands is trending as market sentiment surges on reports that the administration is preparing to finalize the reclassification of marijuana from Schedule I to Schedule III. Community discussion is heavily focused on the potential for this policy shift to alleviate tax burdens for the sector, though debates persist regarding whether Tilray's business model is optimally positioned to capitalize on these regulatory changes compared to US-based operators.

Chip

CHIP is seeing intense retail activity following its recent listings on major trading platforms, sparking a polarized debate between traders viewing it as a short-term pump-and-dump opportunity and those betting on its long-term potential as an AI-focused utility token. The community is actively monitoring order flow and volatility while debating whether its association with AI infrastructure can sustain its current momentum.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X Shares

The community is actively debating the extreme, record-breaking streak of green days in the semiconductor sector, with many investors expressing frustration over the sustained rally and the resulting losses on this inverse ETF. Traders are heavily focused on the disconnect between the sector's parabolic price action and ongoing geopolitical tensions, leading to intense speculation regarding a potential blow-off top versus the risk of further systematic decay.

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 currently experiencing significant volatility and price appreciation as investors pivot toward power efficiency solutions, particularly gallium nitride (GaN) technology, seen as essential for next-generation AI data center infrastructure. The stock has become a focal point for intense debate, with bulls highlighting strategic partnerships and long-term potential in AI power management, while bears are raising concerns over high valuations, current cash burn, and the potential for institutional short-selling pressure.

Uniting the six native Japanese dog breeds. Kendu is the keeper of peace, the preserver of life, and the protector of unity. Join the pack!!

Kendu

Kendu is trending as the community doubles down on its "permissionless brand" model, actively driving engagement through real-world initiatives, product launches, and consistent social media activity. Investors are showing strong conviction in the project's organic growth, frequently highlighting its multi-chain presence and ambitious expansion beyond traditional crypto boundaries.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow shares are experiencing significant volatility following a mixed earnings report where strong revenue growth and raised guidance were overshadowed by investor concerns regarding margin compression and geopolitical headwinds affecting deal timing. The community is sharply divided, with bulls viewing the sell-off as a temporary overreaction and a prime buying opportunity for a leader in enterprise AI, while bears argue that the valuation remains stretched and that the company faces long-term disruption risks from evolving AI technologies.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is rallying to multi-year highs as investors bet on the company becoming a critical player in AI infrastructure, particularly for hyperscaler data center connectivity. The surge is being driven by speculative momentum and retail excitement following executive commentary regarding production orders and potential hyperscaler partnerships, leading to intense community discussion about a potential short squeeze and a fundamental re-rating of the stock.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is seeing significant social media activity and price movement as investors anticipate the upcoming earnings report, with the community actively debating whether the company can successfully transition from R&D to scalable manufacturing. Discussion is focused on potential new partnerships, potential defense and data center market opportunities, and the massive short interest that traders believe could fuel a volatility event or squeeze.

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Ekso Bionics (NASDAQ:EKSO) CFO Acquires $15,499.80 in Stock

Ekso Bionics Holdings, Inc. (NASDAQ:EKSO - Get Free Report) CFO Jerome Wong acquired 1,308 shares of the company's stock in a transaction on Monday, March 16th. The shares were purchased at an average cost of $11.85 per share, with a total value of $15,499.80. Following the completion of the...

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<ul class="summary-bullets"><li>Lake Street maintains a ‘Buy’ rating on Applied Digital, with a $45 price target.&nbsp;</li><li>Citizens has an ‘Outperform’ rating on Applied Digital, with a $40 price target.&nbsp;</li><li>Applied Digital announced the spin-off of its cloud computing business and subsequent merger with Ekso Bionics on Monday.</li></ul>Shares of Applied Digital Corporation (APLD) and Ekso Bionics Holdings Inc. (EKSO) were in focus on Tuesday morning after two Wall Street analysts expressed optimism about the latest spin-off and merger deal.Lake Street’s Rob Brown said that Applied Digital’s cloud GPU spin-off would unlock significant value for the company, according to a note on TheFly. He added that it was "largely a forgotten asset within Applied" that would grow faster as a standalone business.Meanwhile, Citizens said that the deal would advance Applied Digital's focus on high-performance compute data center development, as per TheFly.On Monday, Applied Digital announced the spin-off of its cloud computing business and subsequent merger with Ekso Bionics.Shares of APLD are up 2% on Tuesday while shares of EKSO have climbed over 46% at the time of writing.<h2 class="st-heading-2">Deal Contours</h2>Applied Digital announced that it would merge Applied Digital Cloud with Ekso Bionics to form a new entity, ChronoScale Corporation, that would provide accelerated compute infrastructure for artificial intelligence workloads.Applied Digital would own approximately 97% of ChronoScale after the completion of the deal, which is expected to close in the first half of 2026. Meanwhile, Ekso is exploring strategic paths to potentially sell all or most of its current business.ChronoScale will operate as a focused platform delivering high-performance compute infrastructure optimized for advanced AI training and inference workloads, the company said.<h2 class="st-heading-2">Street Consensus</h2>Lake Street’s Brown said that the planned spin-out of the cloud GPU business should unlock significant value, noting that public and private peers carry multi-billion valuations. While the unit was an earlier leader and its 6 GPU clusters generated $75M in annual revenue, ultimately the standalone unit would be more valuable, he said.Lake Street maintains a ‘Buy’ rating on Applied Digital, with a $45 price target.Meanwhile, Citizens has an ‘Outperform’ rating on Applied Digital with a $40 price target. The analyst said that the deal would create a dedicated platform for compute that would capture incremental demand for AI infrastructure. Citizens said that the deal would allow Applied Digital to focus on improving equity returns in its core colocation business.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/APLD">APLD shares</a> remained in the ‘bearish’ territory over the past day, while message levels jumped to ‘normal’ levels at the time of writing.<figure class="image"><img style="aspect-ratio:1293/146;" src="https://news.stocktwits-cdn.com/APLD_sentiment_png_fd9e6b5271.webp" alt="On Stocktwits, retail sentiment around APLD shares remained in the ‘bearish’ territory over the past day, while message levels jumped to ‘normal’ levels at the time of writing." width="1293" height="146"></figure>Meanwhile, retail sentiment around <a href="https://stocktwits.com/symbol/EKSO">EKSO shares</a> jumped to ‘extremely bullish’ from ‘bearish’ territory over the past day amid ‘extremely high’ message levels.<figure class="image"><img style="aspect-ratio:1283/141;" src="https://news.stocktwits-cdn.com/Ekso_sentiment_png_56ebdff464.webp" alt="retail sentiment around EKSO shares jumped to ‘extremely bullish’ from ‘bearish’ territory over the past day amid ‘extremely high’ message levels." width="1283" height="141"></figure>Shares of APLD were up over 211% in the past year, while shares of EKSO were down over 40% in the same period.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

In this photo illustration, a hand holds a smartphone displaying the logo of Applied Digital Corporation with its brand logo seen in the background on September 28, 2025, in Chongqing, China. 

APLD Stock In Spotlight After Analysts Say Cloud Business Spinoff And EKSO Merger Could Unlock Value

Lake Street said the standalone business would grow faster after the deal while Citizens said it would advance Applied Digital's focus on high-performance compute data center development.

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Ekso Bionics Holdings, Inc. engages in the provision of design, development, and sale of exoskeleton technology that currently has applications in healthcare and industrial markets. The company was founded on January 30, 2012 and is headquartered in San Rafael, CA.

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