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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 Crypto is trending due to its highly active and dedicated community, which is relentlessly building out real-world products and initiatives under its "permissionless brand" model, driving strong conviction even as the broader market experiences a downturn.

Toast, Inc. engages in the development and provision of consumer payment application for restaurants. It offers terminals, kiosk, guest facing display, and system accessories. The firm also offers point of sale, reporting and analytics, online ordering and delivery, and kitchen display system. The company was founded by Jonathan Grimm, Aman Narang, and Stephen J. Fredette in December 2011 and is headquartered in Boston, MA.

Toast Inc - Ordinary Shares - Class A

Toast Inc

Toast Inc. shares are trending due to a significant sell-off following its latest earnings report, prompting the community to widely lament the stock as "burnt toast." While many express disappointment and blame broader "AI killing software" narratives, some long-term investors are actively discussing if the market's reaction is overblown and presents a buying opportunity given underlying strong growth metrics and a new share repurchase authorization.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy`s Co

Wendy's is trending amidst its stock hitting near six-year lows ahead of Q4 earnings, fueling intense debate over its valuation and the prolonged search for a permanent CEO. The community is actively discussing whether the current price and high dividend yield represent a significant buying opportunity or a value trap, with some anticipating a short squeeze despite recent analyst downgrades.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending following an earnings report that beat expectations and robust 2026 delivery guidance, largely driven by enthusiasm for its upcoming R2 SUV and favorable initial reviews. The community is actively discussing the potential for a short squeeze and a path to profitability, while others remain skeptical about sustained losses.

Pinterest, Inc. engages in the operation of a pinboard-style photo-sharing website. It allows users to create and manage theme-based image collections such as events, interests, and hobbies. The company was founded by Benjamin Silbermann, Paul C. Sciarra, and Evan Sharp in October 2008 and is headquartered in San Francisco, CA.

Pinterest Inc - Ordinary Shares - Class A

Pinterest Inc

Pinterest shares plunged following a Q4 earnings miss and cautious Q1 guidance, compounding a recent decline after the company announced workforce reductions aimed at AI-focused roles. Community sentiment is split, with some viewing the drop as an overreaction and a deep value opportunity given strong user growth and a solid balance sheet, while others question its long-term relevance and predict further downside or a potential acquisition.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include Core, Cognitive Adjacencies, and Network Software and Services. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

Arista Networks is trending after delivering a blowout earnings report, significantly beating estimates and raising its FY26 revenue outlook, fueled by surging AI infrastructure demand. The community is actively highlighting ANET as a clear "AI networking winner" benefiting from hyperscaler spending, despite some aftermarket volatility.

Monad is a high-performance Layer 1 blockchain that processes 10,000 transactions per second with near-zero fees. The platform delivers high performance without compromising on security or decentralization, creating the infrastructure needed for complex applications that require high-frequency activity.  One of Monad’s key innovations lies in how it handles transaction processing. Instead of processing transactions one at a time like traditional blockchains, Monad processes multiple transactions simultaneously through parallel execution.   The system separates the agreement process from the execution process, allowing validators to first agree on which transactions to include and in what order, then having more time to execute those transactions without slowing down consensus. This approach, combined with a custom-built database called MonadDB, dramatically increases throughput while maintaining accuracy.  Monad also offers complete EVM compatibility, where applications built for Ethereum work on Monad without any code modifications, and users can connect with familiar wallets like MetaMask just as they would on Ethereum. Developers can immediately tap into Ethereum's established ecosystem of tools, libraries, and applications while benefitting from Monad’s performance improvements. The platform also runs on consumer-grade hardware rather than expensive specialized equipment, making it accessible for more people to participate in securing the network.  Monad has raised approximately 244 million dollars in total funding across multiple rounds. The company secured 19 million dollars in a seed round in February 2023 led by Dragonfly Capital, followed by a 225 million dollar Series A round in April 2024 led by Paradigm at a 3 billion dollar valuation. Other notable investors include Electric Capital, Greenoaks, Coinbase Ventures, and prominent angel investors such as Naval Ravikant.

Monad

Monad (MON) is actively trending as investors highlight its resilient performance and significant whale accumulation amidst a broader crypto dip, driven by discussions around its advanced Layer-1 EVM-compatible technology and high staking yields, with many anticipating substantial long-term growth.

NEOS ETF Trust - NEOS Nasdaq 100 High Income ETF

NEOS Nasdaq 100 High Income ETF

QQQI is trending as investors seek high monthly income and Nasdaq 100 exposure, with community discussions centered on its impressive ~14% dividend yield, perceived NAV stability, and favorable tax treatment compared to other income ETFs. Investors are actively accumulating shares and debating its long-term potential for passive income, especially during market volatility.

Amarin Corp. Plc is a pharmaceutical company, which focuses on the commercialization and development of therapeutics for cardiovascular health. It focuses on the development and commercialization of Vascepa capsules. The company was founded by Geoffrey William Guy on March 1, 1989 and is headquartered in Dublin, Ireland.

Amarin Corp - ADR

Amarin (AMRN) is trending on anticipation of a Supreme Court decision in its patent infringement case and China's NRDL outcome, alongside positive pre-announced Q4 2025 cash flow and LR-EtEPA patent progress, intensifying community buyout speculation from strategic partners like Novartis.

Airbnb, Inc. engages in the management and operation of an online marketplace. Its marketplace model connects hosts and guests online or through mobile devices to book spaces. The company was founded by Brian Chesky, Nathan Blecharczyk and Joseph Gebbia in 2007 and is headquartered in San Francisco, CA.

Airbnb Inc - Ordinary Shares - Class A

Airbnb Inc

Airbnb is trending following Q4 results, where a revenue beat and strong Q1 guidance for the travel platform are driving bullish optimism, though an EPS miss is fueling skeptical community discussions about its valuation and potential for short squeezes.

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ETFs in Focus as Cisco Slides Post Q2 Earnings Beat Amid Poor Outlook

CSCO slides 7% after Q2 beat as fiscal 2026 outlook disappoints, but AI demand and strong networking orders keep ETFs in focus.

<ul class="summary-bullets"><li>The company's total revenue was helped by growth in network services whose revenue represented 19% year-over-year growth. Security revenue showed 32% year-over-year growth.&nbsp;</li><li>Fastly also swung to profit in the fourth quarter compared to the year-ago.</li><li>Fastly said it expects total revenue in the range of $168 million to $174 million for the first quarter of 2026. Analysts expected Q1 2026 revenue of $159.6 million, as per fiscal.ai.&nbsp;</li></ul>Fastly (<a href="https://stocktwits.com/symbol/FSLY">FSLY</a>) shares soared 25% in extended hours of trading on Wednesday after its record fourth-quarter revenue beat estimates.&nbsp;The rally in the stock turned investors bullish on the stock with predictions of the stock to rise 100% by the end of Feb.&nbsp;<a href="https://stocktwits.com/BullyingTheBearss/message/644734186">https://stocktwits.com/BullyingTheBearss/message/644734186</a>The company posted a fourth quarter revenue of $172.6 million that grew 23% year over year. Analysts on average expected revenue of $161.4 million as per data from fiscal.ai.&nbsp;"Our fourth quarter results mark an inflection in Fastly’s growth as we achieved record revenue, gross margin, and operating profit,” said Kip Compton, CEO of Fastly. “In 2025 we made significant progress on Fastly’s transformation and delivered great results.”<h2 class="st-heading-2">Q4 Snapshot</h2>The company's total revenue was helped by growth in network services whose revenue represented 19% year-over-year growth. Security revenue showed 32% year-over-year growth.&nbsp;The company also swung to profit in the fourth quarter compared to the year-ago. It reported adjusted net income per diluted share of $0.12, compared to adjusted net loss per diluted share of $0.02 in the fourth quarter of 2024.The company said it generated $22.4 million of operating cash flow compared to $5.2 million of operating cash flow in the fourth quarter of 2024.&nbsp;<h2 class="st-heading-2">Outlook</h2>Fastly said it expects total revenue in the range of $168 million to $174 million for the first quarter of 2026. Analysts expected Q1 2026 revenue of $159.6 million, as per fiscal.ai.&nbsp;It said its full year-revenue is expected to be in the range of $700 million to $720 million. The higher end of the FY2026 forecast shows 15% growth in full year revenue compared to $624 million it reported for FY2025.&nbsp;It also said it expects adjusted profit to be in the range of $0.07 per share to $0.10 per share for Q1 2026. Analysts on average expected adjusted profit to be $0.01 per share.&nbsp;“As we look toward 2026, we anticipate continued momentum, with AI as an increasing tailwind for our business,” Compton added.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around FSLY trended in ‘bullish’ territory amid ‘high’ message volume.&nbsp;One user, however, said that Fastly’s earnings did not impress them, except for free cash flow and profitability.&nbsp;<stembedurl>https://stocktwits.com/starwarsjunkie7/message/644734123</stembedurl>Shares in the company have risen 17% over the past year.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/crypto-token-uni-rises-how-did-blackrock-drive-the-rally/cZb6jCHR4Ad">Crypto Token UNI Jumps 14% - How Did BlackRock Drive The Rally?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Employees work at Fastly's office in San Francisco on Friday, July 20, 2018. 

Why Is Retail Seeing 100% Jump In Fastly’s Stock By Month-End?

The company posted a fourth quarter revenue of $172.6 million that grew 23% year over year. Analysts on average expected revenue of $161.4 million as per data from fiscal.ai. 

Equity

The company posted a fourth quarter revenue of $172.6 million that grew 23% year over year. Analysts on average expected revenue of $161.4 million as per data from fiscal.ai. 


<ul class="summary-bullets"><li>Citron Research said in a post on X that while SentinelOne is being priced like a dead legacy endpoint vendor, its acquisition of Prompt Security turned it into a critical infrastructure play.</li><li>In Aug. 2025, SentinelOne acquired Israel-based startup Prompt Security, foraying into the generative and agentic AI security in the workplace.&nbsp;</li><li>The research firm also highlighted SentinelOne’s valuation, noting that the company trades at about 4.9 times price-to-sales multiple despite owning the agent-security choke point.</li></ul>SentinelOne Inc. (S) shares rose over 3% on Tuesday after Citron Research called the company a “critical infrastructure play” for the autonomous-agent ecosystem.The research firm noted SentinelOne’s acquisition of Prompt Security, a company involved in AI risk mitigation, positions it to address security risks created by AI agents like Clawdbot.“SentinelOne ($S) is being priced like a dead legacy endpoint vendor. But its acquisition of Prompt Security quietly turned it into a critical infrastructure play for this exact problem,” Citron Research said in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CitronResearch/status/2016174746149286079">post</a> on X.<h2 class="st-heading-2">The Rationale</h2>Citron Research said that personal AI assistant Clawdbot leverages Model Context Protocol (MCP) to take real-world actions based on local computer files and data, making users susceptible to security compromises.The firm argued that since traditional antivirus systems don’t have access to AI conversations, they will be unable to identify if an agent has been hijacked by a malicious prompt until after damage is done.Prompt Security’s MCP Gateway acts as a real-time command filter, Citron said, adding that all actions by Clawdbot get inspected. Its security features act as a real-time control layer for AI interactions, redacting sensitive data, blocking unauthorized AI use, and enforcing policy before actions are executed.In August, SentinelOne acquired Israel-based startup Prompt Security, foraying into the generative (GenAI) and agentic AI security in the workplace.“If a phishing email tricks an agent into leaking files or credentials, SentinelOne stops the action before it runs. This isn’t “antivirus.” It’s the governance layer for the agentic ecosystem,” Citron said in the post. “The Clawdbot era is an endpoint war. That’s the technical edge,” the firm added.The research firm also highlighted SentinelOne’s valuation, noting that the company trades at about 4.9 times price-to-sales multiple despite owning the agent-security choke point. Meanwhile, internet security company Cloudflare Inc. (NET) trades at 18 times its price-to-sales ratio, Citron noted.“This is a coiled spring!!!” the research company said about SentinelOne.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/S">S stock</a> jumped from ‘bearish’ to ‘bullish’ territory over the past 24 hours, while message volumes jumped from ‘normal’ to ‘high’ levels.One bullish user called the stock one of the most ‘under-appreciated names in cyber security.’<stembedurl>https://stocktwits.com/Spaculatte/message/643021001</stembedurl>&nbsp;Shares of S have declined over 35% in the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/rbc-flags-cloudflare-as-tier-one-ai-beneficiary/cmyOcsdR4LA">RBC Flags Cloudflare As ‘Tier 1’ AI Beneficiary – Attributes Share Price Surge To Buzz Around Growing Demand For AI Workloads</a> &nbsp;

The SentinelOne, Inc. logo appears on a smartphone screen in this illustration photo in Reno, United States, on January 2, 2025.

SentinelOne Stock Rises After Citron Research Flags AI Security Opportunity Amid Clawdbot Buzz

Citron Research noted SentinelOne’s acquisition of Prompt Security and said that it positions the company to address security risks created by AI agents like Clawdbot. 

SentinelOne Stock Rises After Citron Research Flags AI Security Opportunity Amid Clawdbot Buzz 

<ul class="summary-bullets"><li>According to analyst Matthew Hedberg, the broader expansion of AI applications strengthens the company’s position.</li><li>RBC Capital reiterated an ‘Outperform’ rating on the stock, with a price target of $265.</li><li>TD Cowen said that the company’s infrastructure, including the Cloudflare Tunnel, allows developers to safely connect locally run AI tools to the internet.</li></ul>RBC Capital said Cloudflare Inc.’s (NET) notable surge in stock price is driven by investor enthusiasm surrounding the growing demand for AI workloads, and added that emerging AI projects such as Anthropic’s Claude Code, Cowork, and the open-source Clawdbot are fueling interest in the company’s capabilities.The company is scheduled to report its fourth-quarter (Q4) earnings on February 10. Analysts expect a Q4 revenue of $591.36 million and earnings per share (EPS) of $0.27, according to Fsical AI data.&nbsp;<h2 class="st-heading-2">AI Growth And Cloudflare’s Role</h2>According to analyst Matthew Hedberg, while these specific AI initiatives are “not likely needle movers” for Cloudflare in the near term, the broader expansion of AI applications strengthens the company’s position, according to TheFly.&nbsp;&nbsp;Hedberg highlighted Cloudflare as a “Tier 1 AI winner,” citing opportunities in AI inference, the flexibility of its Workers platform, and the newly introduced pay-per-crawl model as key drivers of future growth.&nbsp;RBC Capital reiterated an ‘Outperform’ rating on the stock, with a price target of $265.&nbsp;<a href="https://stocktwits.com/symbol/NET">Cloudflare stock</a> traded over 13% higher on Tuesday morning. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory while message volume shifted to ‘extremely high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_27_115151_png_43985c7f37.webp" alt="NET’s Sentiment Meter and Message Volume as of 11:00 a.m. ET on Jan. 27, 2026 | Source: Stocktwits" width="935" height="106"><figcaption>NET’s Sentiment Meter and Message Volume as of 11:00 a.m. ET on Jan. 27, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">TD Cowen Echoes View</h2>According to TD Cowen, the online buzz over Clawdbot over the weekend encouraged investors to link the momentum of AI tools to Cloudflare’s capabilities in supporting and securing AI agents.The firm added that the company’s infrastructure, including the Cloudflare Tunnel, allows developers to safely connect locally run AI tools to the internet without exposing sensitive servers.Cloudflare’s ability to combine secure connectivity with scalable infrastructure positions it as an important player for enterprises adopting AI across sectors such as software, automation, and robotics.NET stock has gained 70% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amazon-closes-fresh-grocery--go-stores-whole-foods-growth/cmyObsvR4Ln">Amazon Closes Its Fresh Grocery And Go Stores To Focus On Whole Foods Growth</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Cloudflare logo is seen displayed on a smartphone screen. 

RBC Flags Cloudflare As ‘Tier 1’ AI Beneficiary – Attributes Share Price Surge To Buzz Around Growing Demand For AI Workloads

Analyst Matthew Hedberg highlighted Cloudflare as a “Tier 1 AI winner,” citing its opportunities in AI inferencing and the flexibility of its Workers platform.

ETFs to Consider Amid Geopolitical Woes and Higher US Military Budget 

Trump's $1.5T military budget and rising global tensions could lift defense ETFs and spill over into cybersecurity, AI, manufacturing and space ETFs.

<ul class="summary-bullets"><li>The deal is expected to close in CrowdStrike’s first quarter (Q1) of FY27.&nbsp;</li><li>SGNL’s acquisition will equip CrowdStrike to extend dynamic authorization across SaaS and hyperscaler cloud access layers.</li><li>CrowdStrike will deliver continuous, real-time access control that eliminates the known and unknown gaps from legacy standing privileges, CEO George Kurtz said.</li></ul>Crowdstrike Holdings Inc. (CRWD) announced on Thursday that it will acquire SGNL, a continuous identity management startup to accelerate its push in identity security.The deal will equip CrowdStrike to extend dynamic authorization across SaaS and hyperscaler cloud access layers, the company said in a statement.“AI agents operate with superhuman speed and access, making every agent a privileged identity that must be protected,” said George Kurtz, CEO and founder of CrowdStrike.“With SGNL, CrowdStrike will deliver continuous, real-time access control that eliminates the known and unknown gaps from legacy standing privileges. This is identity security built for the AI era,” he added.Shares of CRWD fell over 3% at the time of writing.<h2 class="st-heading-2">Deal Contours</h2>According to a report from Reuters, the deal is valued at $740 million and aims to enhance CrowdStrike’s cybersecurity tools to assist customers with countering artificial intelligence-powered threats.CrowdStrike said in its statement that the purchase price for SGNL would likely be paid predominantly in cash with a stock portion that would be subject to vesting conditions.The deal is expected to close in CrowdStrike’s first quarter (Q1) of FY27.<h2 class="st-heading-2">Identity Security</h2>As per the company, the deal will enable CrowdStrike to tackle identity security, which is rapidly growing to be one of cybersecurity’s largest and fastest-growing segments.The company added that legacy access models built on static policies and standing privileges cannot reassess risk or revoke access as threat conditions change, making organizations susceptible to AI threats.Meanwhile, SGNL’s Falcon platform will correlate identity, asset, and threat intelligence across endpoint, cloud, and SaaS environments, helping continuous, risk-aware authorization at scale.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around CRWD shares remained in the ‘extremely bullish’ territory at the time of writing amid ‘high’ message volumes.<img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_09_at_1_53_59_AM_png_99487ca781.webp" alt="Screenshot 2026-01-09 at 1.53.59 AM.png">Shares of CRWD have gained over 29% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com. &nbsp;

The CrowdStrike Holdings, Inc. logo appears on the screen of a smartphone in Reno, United States, on December 1, 2024.

CrowdStrike Acquires Security Startup SGNL For $740 Million To Strengthen Identity Security

CrowdStrike said that the purchase price for SGNL would likely be paid predominantly in cash with a stock portion that would be subject to vesting conditions. 

Cisco Surges on Earnings Beat & Upbeat Guidance: ETFs in Focus 

Cisco jumped on strong earnings and upbeat guidance, driven by AI demand. Investors can explore ETFs like IYZ, CIBR, and HACK for exposure.

Make a Hack-Proof Portfolio With Cybersecurity ETFs

As AI adoption surges and cyberattacks escalate, cybersecurity ETFs like CIBR and HACK stand out as investors seek digital defense gains.

ETFs in Focus as Cisco Beats on Q4 Earnings, Offers Weak Outlook

Cisco beats Q4 estimates but gives a weak outlook, putting ETFs like IYZ, CIBR, VLUE, TRFK and HACK in the spotlight.


Cybersecurity ETFs to Tap as Cyber Threats Grip Tech Community

The recent SharePoint breach indicates the urgent need for cybersecurity. Investors can use ETFs like HACK and CIBR to position themselves for the future of digital infrastructure.

Amplify ETF Trust - Amplify Cybersecurity ETF

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With earnings season underway and rate-cut expectations shifting, the next move in the S&P 500 could set the tone for 2026. Are bulls still in control, or is volatility about to pick up? Cast your vote.

HACK
Amplify Cybersecurity ETF

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