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Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines (LUNR) is trending amidst investor debate over a recent $175 million strategic investment that triggered share dilution, leading many to see a "buy the dip" opportunity while others anticipate further declines. Community conversation is heavily focused on the impending NASA Lunar Terrain Vehicle (LTV) contract award and upcoming earnings, which are shaping sentiment regarding the company's long-term position in the evolving space economy.

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 trending after its Q4 results and the unveiling of advanced GaN and SiC power platforms designed for next-gen AI data centers. The community is actively debating the immense potential of its technology and its positioning within NVIDIA's AI ecosystem against concerns over declining revenue and the absence of definitive, revenue-generating contracts, as investors look for future business clarity.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle (CRCL) is trending following a significant Q4 earnings beat and a surge in USDC adoption, which is fueling investor speculation about a potential short squeeze. Meanwhile, the community is actively debating the company's future, weighing bullish long-term potential as a digital asset platform against bearish concerns around dilution, regulatory uncertainty (like the Clarity Act), and sensitivity to interest rates.

Oddity Tech Ltd. engages in the online retail sale of cosmetics and beauty products. Its products include lipsticks, makeup brushes, mascara, eyelash curlers, and makeup brush cleansers. The company was founded by Oran Holtzman and Shiran Holtzman-Erel on March 23, 2013 and is headquartered in Tel Aviv, Israel.

ODDITY Tech Ltd. - Ordinary Shares - Class A

A controversial short report alleging ODDITY engaged in business misrepresentation and dishonest marketing has sparked fierce debate, with many investors buying the dip on strong fundamentals, a newly announced share buyback program, and a perceived overreaction, while others foresee further declines amid claims of fraud and overvaluation.

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 ($LITE) is surging after reporting strong earnings and an optimistic outlook, driven by its pivotal role in providing optical components essential for the expanding AI data center infrastructure. The stock's rapid ascent has the community sharply divided between those celebrating significant gains from this AI-driven momentum and others cautioning about extreme overvaluation.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA Group is surging after reporting strong Q4 revenue and same-store sales that exceeded expectations, coupled with an optimistic outlook for new locations and 2026 growth. This performance is fueling intense community discussion, with bulls touting its long-term potential as a category leader, while skeptics continue to question its high valuation metrics.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global (ZETA) is trending after delivering its 18th consecutive earnings beat and raise, reporting strong revenue growth and achieving positive GAAP net income. The community is actively debating its AI-powered platform and raised guidance, contrasting these strong fundamentals against broader software sector sell-offs and perceived price manipulation.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is trending due to a mixed earnings report showing revenue growth alongside widening losses and significant cash burn, fueling community debate over its future amid recent workforce reductions, ongoing dilution concerns from a large share resale, and a prolonged search for a permanent CEO. Investors are closely watching for clarity on its path to profitability, particularly concerning upcoming models and plans to be presented at its Investor Day.

Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is experiencing a sharp sell-off despite beating Q4 earnings estimates, as investors grapple with the company's fiscal 2027 outlook and intensified debate over AI's potential disruption to the broader enterprise software sector.

MercadoLibre, Inc. engages in the development of an online commerce platform with a focus on e-commerce and related services. It operates through the following geographical segments: Brazil, Argentina, Mexico, and Other Countries. The Other Countries segment refers to Chile, Colombia, Costa Rica, Dominican Republic, Ecuador, Panama, Peru, Bolivia, Honduras, Nicaragua, El Salvador, Guatemala, Paraguay, Uruguay, and the United States of America. Its products provide a mechanism for buying, selling, and paying as well as collecting, generating leads, and comparing lists through e-commerce transactions. The company was founded by Marcos Eduardo Galperin on October 15, 1999 and is headquartered in Montevideo, Uruguay.

MercadoLibre Inc

MercadoLibre is trending following mixed Q4 earnings, where robust revenue growth from its Latin American e-commerce and fintech operations was tempered by lower-than-expected profits due to significant investments in expansion. This has ignited community debate regarding the strategic value of sacrificing short-term margins for long-term market share, driving considerable volatility and dip-buying activity.

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Shares of Ecarx Holdings Inc. are up more than 20% in the past week, with the mobility tech firm drawing the highest interest among auto component stocks from retail traders.The London-based company's stock hit a 52-week high last week after it said it had won an award to provide digital cockpit solutions for Volkswagen and Skoda.&nbsp;The partnership, whose financial details were not disclosed, will see upcoming models featuring Ecarx's Antora 1000 computing platform and Cloudpeak software architecture.Antora 1000 is Ecarx's fourth-generation digital cockpit platform, while Cloudpeak, based on Android Automotive, enables seamless integration of services like Google Maps and Apple CarPlay.Ecarx said a significant number of vehicles would launch under the deal, with initial rollouts planned in Brazil and India, before expanding to other markets.Last month, the company said its full-stack automotive solutions, designed to enhance vehicle intelligence and efficiency, had helped power Geely Automobile Holdings' record-breaking January sales.UBS analyst Nora Min, who maintains a 'Buy' rating on Ecarx with a $3.20 price target, has highlighted the company's position as China's third-largest smart cockpit producer by sales volume.&nbsp;According to The Fly, Min noted that Ecarx has been broadening its client base beyond Geely, securing deals with FAW Hongqi and other overseas automakers.&nbsp;UBS sees annual earnings growth of 52% between 2026 and 2028 for Ecarx, with expectations that the market underestimates its revenue potential.Ecarx's advancements in automotive AI have further fueled interest in the stock. Earlier in February, the company announced an upgrade to its AutoGPT in-vehicle AI model, integrating DeepSeek's R1 technology.&nbsp;On Stocktwits, Ecarx has seen a 6.5% rise in followers over the past week, with message volume spiking to 'extremely high' levels ahead of the company's fourth-quarter earnings report, set for release after the market closes on Tuesday.&nbsp;Some traders anticipate more insights into the Volkswagen deal, speculating that the numbers involved could exceed expectations.&nbsp;<stembedurl>https://stocktwits.com/1JRH/message/607445413</stembedurl>Others see the stock primed for a breakout following a string of positive catalysts.<stembedurl>https://stocktwits.com/kriscory69/message/606984751</stembedurl>Ecarx shares have gained more than 34% over the past year. All six analysts covering the stock maintain a 'Buy' rating, according to Koyfin data.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Small-Cap ECARX Sees Biggest Weekly Retail Following Surge Among Auto Component Stocks: What's Driving Interest?

UBS analyst Nora Min has earlier highlighted the company's position as China's third-largest smart cockpit producer by sales volume.

Equity

UBS analyst Nora Min has earlier highlighted the company's position as China's third-largest smart cockpit producer by sales volume.


Geely Automobile Holdings Ltd. is an investment holding company, which engages in the research, production, marketing and sale of sedans and related automobile components. It operates through the following geographical segments: People's Republic of China, Malaysia, Eastern Europe, Middle East, Africa, Central and South America, and Other Countries. The company was founded on January 1, 1973 and is headquartered in Hong Kong.

Geely Automobile Holdings Ltd.

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Ahead of earnings, sentiment is split between blowout AI growth and concerns around macro pressure, positioning, and post-ER volatility. How do you see it playing out?

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