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Battalion Oil Corp. engages in the acquisition, production, exploration, and development of liquids-rich oil and natural gas assets in the Delaware Basin. The company was founded in 1987 and is headquartered in Houston, TX.

Battalion Oil Corp - Ordinary Shares (New)

Battalion Oil is surging on massive speculative volume, fueled by escalating geopolitical tensions and fears surrounding the Strait of Hormuz closure by Iran, with the community actively debating short squeeze potential due to high cost-to-borrow and low share availability, despite some warnings about the company's debt.

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 trending as a significant stake disclosure by hedge fund MMCAP International, coupled with a recent corporate update teasing partnerships with "even bigger" companies, fuels strong community speculation. Investors are actively discussing the company's disruptive optical interposer technology and its potential to address high-speed data demands within the booming AI and photonics sectors, anticipating an imminent revenue ramp and major collaborations.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending as investors await a critical city council vote on a major data center tax abatement, while robust community discussion highlights the company's strong capital structure, setting it apart from a peer's recent earnings and broader market reactions.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in November 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB Inc. is trending lower following its earnings report, where robust quarterly results were overshadowed by cautious forward guidance and news of executive departures, prompting community discussion on whether the significant sell-off is an overreaction or a justified response to slowing growth concerns within the software sector.

AeroVironment, Inc. engages in the design, development, and production of multi-domain robotic systems and related services for government agencies and businesses. It operates through the following business segments: UnCrewed Systems, Loitering Munitions Systems, and MacCready Work. The UnCrewed Systems segment focuses primarily on small UAS products designed to operate reliably at lower altitudes in a wide range of environmental conditions. The Loitering Munitions Systems segment focuses primarily on tube-launched aircraft that deploy with the push of a button, fly at higher speeds than small UAS products, and perform either effects delivery or reconnaissance missions, and related support services including training, spare parts, product repair, and product replacement. The MacCready Works segment focuses on customer-funded research and development in the areas of HAPS, robotics, sensors, software analytics, data intelligence, and connectivity. The company was founded by Paul B. MacCready, Jr. in July 1971 and is headquartered in Arlington, VA.

AeroVironment Inc.

AeroVironment is trending after a significant sell-off, driven by a Raymond James downgrade citing the recompeting of a $1.4 billion Space Force contract. Yet, many in the community perceive this as an overreaction and a buying opportunity, emphasizing other bullish analyst targets and robust demand for drones amid global conflicts.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Trump Media & Technology Group is trending as discussions are dominated by President Trump's recent military actions in Iran, sparking intense debate within the community regarding the conflict's strategic purpose versus claims of it being a distraction from domestic issues such as the Epstein files.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings Inc. is trending sharply upward following Nvidia's multi-billion dollar strategic investment and partnership aimed at advancing optical interconnects for next-generation AI data centers. The community is excitedly discussing Lumentum's dramatic price appreciation and its pivotal role in the burgeoning AI infrastructure, despite some voicing concerns over its rapidly escalating valuation.

Dave, Inc. is a digital banking service. Its products include a budgeting tool to help members manage their upcoming bills to avoid overspending, cash advances through its flagship ExtraCash product to help members avoid punitive overdraft fees, a Side Hustle product, where Dave helps connect members with supplemental work opportunities, and Dave Banking, a modern checking account experience with valuable tools for building long-term financial health. The company was founded by Jason Wilk, Paras Chitrakar, and John Wolanin in October 2015 and is headquartered in Los Angeles, CA.

Dave Inc - Ordinary Shares - Class A

Dave Inc. is trending following its strong Q4 '25 earnings report, which included substantial revenue and EPS growth and an increased $300 million share repurchase authorization. The community is actively discussing potential analyst upgrades and a short squeeze, believing the fintech is significantly undervalued given its robust financial performance and tight share float.

nLIGHT, Inc. engages in the provision of semiconductor and fiber lasers for aerospace and defense, industrial, and microfabrication applications. It operates through the Laser Products and Advanced Development segments. The Laser Products segment designs, manufactures, and sells a range of semiconductor lasers and fiber lasers that are typically integrated into laser systems or manufacturing tools built by customers. The Advanced Development segment focuses on research, design, and prototyping of next-generation laser technologies, leveraging expertise in laser technology, development, beam control, and advanced optics. The company was founded by Scott H. Keeney, Mark DeVito, and Jason Farmer in June 2000 and is headquartered in Camas, WA.

nLIGHT Inc

nLIGHT is a major talking point as its high-energy laser technology demonstrates proven effectiveness in Israel's Iron Beam defense system, igniting community speculation about substantial new defense contracts and its central role in the evolving landscape of directed energy solutions. This surge in interest is further amplified by the company's expanded manufacturing capabilities to meet growing global demand for advanced laser weaponry.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo Technology Group is trending after reporting strong quarterly results that surpassed expectations, yet saw immediate selling pressure over what some perceive as conservative forward guidance and slightly tempered gross margin projections. The community is actively discussing the company's undervaluation as a vital AI infrastructure provider, emphasizing its robust growth and the increasing capital expenditure from hyperscale customers.

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Clean Energy ETFs in Spotlight as US Pulls Out Of Global Climate Treaties

US exit from global climate treaties shifts clean energy focus to globally diversified ETFs like ICLN, PBW and FAN.

The Trump administration may reportedly be preparing to slash another $12 billion in funding for clean energy projects, in addition to the nearly $8 billion in cuts announced last week.According to a Semafor&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.semafor.com/article/10/07/2025/trump-eyes-deeper-energy-project-cuts-as-shutdown-drags-on">report,</a> the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.semafor.com/article/10/07/2025/trump-eyes-deeper-energy-project-cuts-as-shutdown-drags-on">list</a> of targeted projects includes high-profile names such as General Motors (GM), GE Vernova (GE), Ford Motor (F), Stellantis (STLA), Honeywell (HON), NextEra Energy (NEE) and Plug Power (PLUG) among others. The report noted that it is unclear whether, or when, the full list of cancellations will be implemented.Meanwhile, a source who saw the list described it as a “kill list,” signaling an escalation of the administration’s efforts against clean energy initiatives, the report said. It added that the move appears tied to the ongoing government shutdown, with the administration using the standoff to advance a broader policy agenda aimed at reversing Biden-era energy initiatives.Under the Biden administration, the U.S. embraced green energy projects, including carbon removal and clean hydrogen programs, as part of efforts to combat climate change. Many of these projects, including those led by oil and gas companies like Chevron (CVX) and Occidental (OXY), are now at risk.The&nbsp;<a href="http://stocktwits.com/symbol/FAN">First Trust Global Wind Energy ETF (FAN)</a> edged 0.15% lower in afternoon trade, while the&nbsp;<a href="http://stocktwits.com/symbol/TAN">Invesco Solar ETF (TAN)</a> dipped nearly 1%.&nbsp;The broader market also traded in the red. The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) was down 0.36%, the&nbsp;<a href="http://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF</a> (DIA) slipped 0.23%, and the Nasdaq-100 tracking&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ) moved 0.50% lower. Retail sentiment around QQQ on Stocktwits trended in ‘bearish’ territory even as chatter increased to ‘high’ from ‘normal’ levels over the past day.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bnb-token-surges-to-record-high-overtakes-xrp-as-third-largest-cryptocurrency/ch6PaXTR3Wy">BNB Token Surges To Record High, Overtakes XRP As Third-Largest Cryptocurrency</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

U.S. President Donald Trump, pictured in the Oval Office, on September 25, 2025. (Photo by Andrew Harnik/Getty Images)

Trump Administration Reportedly Planning Another $12 Billion in Clean Energy Funding Cuts

The new list of clean energy projects that may be slashed follows the Trump administration's announcement of $8 billion in cuts last week.

Equity

The U.S. Department of Transportation on Friday said it is withdrawing or terminating $679 million in funding tied to 12 offshore wind projects.Transportation Secretary Sean P. Duffy called the projects “doomed” and said the decision reflects President Donald Trump’s push to redirect resources toward shipbuilding and traditional energy development. “Wasteful, wind projects are using resources that could otherwise go towards revitalizing America’s maritime industry,” Duffy said in the announcement.&nbsp;“Where possible, funding from these projects will be recompeted to address critical port upgrades and other core infrastructure needs of the United States,” the announcement added. President Donald Trump has doubled down on his opposition to solar and wind energy in his second term, recently&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-calls-windmills-solar-the-scam-of-the-century/chsiApvRdhZ">calling</a> wind power and the dollar the “scam of the century” on Truth Social.The Department of Transportation (DOT) announced that it has withdrawn one project under the Nationally Significant Freight and Highways Projects (INFRA) program, resulting in a withdrawal of approximately $437 million. The Maritime Administration (MARAD) also withdrew six projects from its Port Infrastructure Development Program (PIDP), amounting to $177 million, and terminated another five PIDP projects valued at $75 million.The First Trust Global Wind Energy ETF (FAN) was down 1.43% in midday trade. On Stocktwits, retail sentiment around the&nbsp;<a href="http://stocktwits.com/symbol/FAN">FAN ETF</a> trended in ‘neutral’ territory over the past day. Shares of GE Vernova (GEV), a company that makes wind turbines, dipped 3.5%.The broader equity market was also in the red after the personal consumption (PCE) index showed a 2.6% increase for July, higher than the Federal Reserve’s target of 2%. The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) fell 0.76% after hitting a record high in the previous session, and the Nasdaq-100 tracking&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ) dipped 1.27%. Retail sentiment around QQQ on Stocktwits trended lower within ‘bearish’ territory over the past day.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-revokes-intel-samsung-sk-hynix-waivers-on-china-chip-equipment/chtTKpgRdNh">US Revokes Intel, Samsung, SK Hynix Waivers On China Chip Equipment</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Wind turbines tower above the earth in Washington state, U.S.

Trump’s Transportation Secretary Pulls $679 Million From ‘Doomed’ Offshore Wind Projects 

Sean P. Duffy said that the funds will be prioritized towards restoring the U.S.’s maritime dominance and preventing waste.

U.S. President Donald Trump criticized the United Kingdom’s energy policy on Friday, using a Truth Social post to urge the country to abandon wind energy projects and ramp up fossil fuel production in the North Sea.Trump, who has long opposed wind turbines, wrote that while the U.S.–U.K. trade deal is “working out well for all,” Britain should “stop with the costly and unsightly windmills” and instead “incentivize modernized drilling in the North Sea, where large amounts of oil lay waiting to be taken.”&nbsp;He added that there was “a century of drilling left, with Aberdeen as the hub.”<figure class="image"><a href="https://truthsocial.com/@realDonaldTrump/posts/114556558074574515" target="_blank" rel="noopener noreferrer nofollow"><img style="aspect-ratio:1265/639;" src="https://news.stocktwits-cdn.com/Screenshot_2025_05_23_063141_png_a2a2fda051.webp" alt="Screenshot 2025-05-23 063141.png" width="1265" height="639"></a><figcaption>U.S. President Donald Trump's post slamming the U.K.'s energy policy. | Source: @realDonaldTrump/TruthSocial</figcaption></figure>Trump owns a golf course in Aberdeenshire, Scotland, and previously&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bbc.com/news/uk-scotland-north-east-orkney-shetland-47400641">waged</a> a legal battle against offshore wind farms, which he said would spoil the view from his property.He has repeatedly linked wind energy to falling property values and environmental harm, claiming that wind turbines “kill all the birds.”Trump’s post also targeted the U.K.’s tax framework, calling it “old-fashioned” and a deterrent to energy development. Trump argued that incentivizing drilling would cause energy costs to “go WAY DOWN, and fast!”The President has consistently promoted fossil fuels in both policy and rhetoric. After returning to&nbsp;the office in January, he signed an executive order declaring that federal wind leasing programs suffer from “various alleged legal deficiencies” that could negatively affect maritime safety, national security, commercial interests, and marine life.The U.K. Labour Party has said it plans to end oil and gas production in the North Sea to favor wind and solar power.&nbsp;However, energy workers in Aberdeen have&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.energyvoice.com/renewables-energy-transition/573123/aberdeen-oil-workers-reveal-personal-fears-for-their-jobs/">warned</a> of a looming “cliff edge” for jobs if the transition is not managed with more precise planning. A recent commission heard concerns from industry workers about a lack of direction and a “profound sense of uncertainty” over the future of the region’s energy sector.The First Trust Global Wind Energy ETF (FAN) tumbled 2.5% in pre-market trade on Friday. FAN’s stock has gained over 11% this year but has fallen 1.7% over the past 12 months.&nbsp;Meanwhile, the Global X Wind Energy ETF (WNDY) traded flat&nbsp;pre-market on Friday. WNDY stock is up 7% this year but has fallen more than 13% over the past 12 months.Broader markets also traded lower, with the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust</a> (SPY) down by 0.06% and&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ) declining 0.05% on Friday morning.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-futures-edge-lower-on-elevated-treasury-yields/ch0Q05dRbqN">Dow Futures Edge Lower As Elevated Treasury Yields Weigh On Investor Sentiment</a>

U.S. President Donald Trump speaks during a press conference in the Roosevelt Room of the White House on May 12, 2025, in Washington, DC. (Photo by Andrew Harnik/Getty Images)

Trump Calls On UK To Ditch ‘Costly’ And ‘Unsightly’ Windmills For Oil Drilling In The North Sea

The U.S. President noted there was “a century of drilling left, with Aberdeen as the hub,” where he owns a golf course and has previously fought offshore wind farms in court, arguing they would spoil the view from his property.

First Trust Exchange-Traded Fund III - First Trust Global Wind Energy ETF

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