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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is experiencing heavy selling pressure as investors react to a significant increase in capital expenditure guidance, which overshadows an otherwise strong quarterly report featuring robust revenue and EPS beats. While the broader community is debating the merits of this aggressive AI infrastructure spending, many long-term holders view the dip as a potential buying opportunity, citing the company's strong ad revenue monetization and ongoing profitability.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is at the center of a massive market debate as investors weigh strong quarterly growth and record-breaking AI infrastructure spending against concerns regarding rising capital expenditure costs. While community members are actively analyzing the sustainability of these hyperscaler investments, analysts remain largely bullish, citing accelerating Azure momentum and sustained AI demand as indicators of long-term strength.

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

Alphabet is seeing strong momentum as investors weigh a wave of analyst price target increases and bullish sentiment surrounding its vertically integrated AI stack and accelerating Google Cloud performance. The community is actively debating the sustainability of massive enterprise capex spending and whether the resulting cloud backlog and search ad growth effectively justify the high infrastructure costs.

Huachen AI Parking Management Technology Holding Co., Ltd. engages in the provision of smart parking solutions and equipment structural parts. Its products include structural parts, garage structural parts, materials such as customized steel and load bearing steel plates for cubic parking equipment, and railroad accessories. The company was founded by Lu Bin on September 30, 2021 and is headquartered in Jiaxing, China.

Huachen AI Parking Management Technology Holding Co. Ltd. - Ordinary Shares - Class A

Huachen AI Parking Management Technology Holding Ord Shs

Huachen AI Parking Management Technology (HCAI) is currently experiencing intense retail-driven volatility fueled by a combination of a low float, active short interest, and community speculation surrounding potential short squeeze dynamics following a recent reverse stock split. Traders are closely monitoring technical levels, particularly VWAP, as they debate whether the stock is primed for a parabolic move or if it remains vulnerable to typical patterns associated with small-cap China-based assets.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly is trending as investors digest its aggressive M&A strategy, including the recent $7 billion Kelonia Therapeutics acquisition, while simultaneously navigating the initial market reaction to its new oral weight-loss drug, Foundayo. The community is actively debating the competitive dynamics against Novo Nordisk, focusing on script velocity data and potential regulatory hurdles regarding safety profiles as investors position themselves ahead of the upcoming earnings release.

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 sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, 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 in the spotlight as investors await critical earnings results, with the community closely tracking AWS growth and AI infrastructure spending to see if the company can justify its significant capital expenditure. Market participants are actively debating the sustainability of the current AI-driven rally, focusing on whether cloud demand can continue to scale effectively against high expectations.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending as analysts aggressively raise price targets, citing its leadership in the AI vertical integration stack and robust momentum in Google Cloud and Search. Investors are closely monitoring the upcoming earnings release and the company's significant capital expenditure commitments to AI infrastructure, which remain a primary point of debate regarding long-term margin and growth sustainability.

Akanda Corp. is a cannabis cultivation, manufacturing, and distribution company, which engages in the provision of premium quality and ethically sourced medical cannabis products to patients. The company cultivates and processes natural cannabis at facilities in the Kingdom of Lesotho, Africa and intend to supply medicinal-grade cannabis biomass, cannabis flower, and cannabis concentrates to wholesalers. It also imports and sells medical cannabis-based products. The company was founded on July 16, 2021 and is headquartered in New Romney, the United Kingdom.

Akanda Corp

Akanda Corp (AKAN) is experiencing extreme volatility and intense short-squeeze speculation driven by a tiny, highly-squeezed float and an exceptionally high cost-to-borrow rate. The community is sharply divided between bullish traders betting on triple-digit gains and short-term price targets, and skeptical observers who warn of a potential dump or dilution following the stock's massive recent appreciation.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

Marathon Digital is facing high volatility as investors react to its $1.5 billion acquisition of Long Ridge Energy and a strategic pivot toward AI infrastructure, while the community remains sharply divided over management's performance and the stock's long-term value. Market participants are actively debating the stock's correlation to Bitcoin, with many monitoring short interest levels and technical support as they weigh the potential for a short squeeze against persistent concerns regarding dilution and executive compensation.

Hertz Global Holdings, Inc. engages in the vehicle rental business through the Hertz, Dollar, and Thrifty brands. It operates under the Americas Rental Car (RAC) and International Rental Car (RAC) segments. The Americas RAC segment focuses on operations in the United States, Canada, Latin America, and the Caribbean. The International RAC segment includes the provision of rental and sales of vehicles and value-added services in other locations. The company was founded in 1918 and is headquartered in Estero, FL.

Hertz Global Holdings Inc. - Ordinary Shares (New)

Hertz Global Holdings Inc

Hertz Global Holdings is capturing significant market attention as a potential short-squeeze candidate, driven by high short interest and institutional accumulation amid broader sector momentum. The community is actively debating the stock's upside potential in relation to industry peers, with many traders closely monitoring bullish option flows and upcoming earnings as catalysts for a move toward double-digit pricing.

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Shares of spirits company Diageo plc ($DEO) were in the spotlight as the company warned about a potential impact of $200 million to its second half operating profit as a result of Trump's imminent Mexico and Canada tariffs, dragging down retail sentiment.The impact would impact mainly its tequila products, which must be made in Mexico, and also Canadian whisky, said the company. &nbsp;Diageo on Tuesday withdrew its medium-term guidance of organic net sales growth of between 5% and 7% due to the current macroeconomic and geopolitical uncertainty in its key markets.According to analyst firm Jefferies, nearly half of Diageo’s U.S. sales come from imports from Mexico and Canada. President Trump on Monday agreed to pause for 30 days his plans to levy 25% tariffs on Canada and Mexico imports.The impact of Trump tariffs are expected to impact its key supply chains, said the company, which said it is now taking a number of initiatives to mitigate the tariff impact and disruption to its business that tariffs may cause, according to an interim update on its first half fiscal performance.“We will also continue to engage with the U.S. administration on the broader impact that this will have on everyone supporting the U.S. hospitality industry, including consumers, employees, distributors, restaurants, bars and other retail outlets,” Debra Crew, Diageo’s CEO, said in a statement.However Chew assured that it was confident about a favorable industry fundamentals and its ability to outperform. Diageo declared interim dividend of $40.5, according to the statement.For the first half, it expects net sales to be about $10.9 billion, down 0.6% due to unfavorable foreign exchange, and partially offset by an increase in organic net sales. Its organic net sales returned to growth and increased by 1%, driven by a positive price/mix of 1.2pps, according to the company. "Our fiscal 25 first half results marked a return to growth, delivering organic net sales growth of 1% despite a challenging industry backdrop as consumers continue to navigate through inflationary pressures. Growth in four of our five regions was supported by market share gains," said Crew.Sentiment on Stocktwits dropped further in the ‘extremely bearish’ category. Message volumes remained ‘high’.<figure class="image"><img style="aspect-ratio:1294/302;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2025_02_05_at_9_42_19_AM_8f07d66ea2.png" alt="Screenshot 2025-02-05 at 9.42.19 AM.png" width="1294" height="302"><figcaption>DEO sentiment meter and message volumes on Feb 4 as of 11:45 pm ET</figcaption></figure><stembedurl>https://stocktwits.com/john20242025/message/602617788</stembedurl>Diageo’s brands include Ketel One vodkas, Casamigos, DeLeon and Don Julio tequilas, Captain Morgan,Tanqueray and Guinness.Diageo stock is down 8/8% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

(Photo by Dimitrios Kambouris/Getty Images for National Board of Review)

Smirnoff Parent Diageo’s Stock In Spotlight After Company Warns of $200M Impact From Trump Tariffs: Retail’s Extremely Bearish

The impact would impact mainly its tequila products, which must be made in Mexico

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