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Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is currently in the spotlight as investors weigh its pivot toward the high-growth AI infrastructure market against mixed financial performance. The community is heavily focused on the company's reinstated bookings guidance and reports of significant capacity interest from major hyperscalers, leading to a polarized debate between long-term bullish sentiment and concerns over near-term revenue volatility.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckin Coffee is generating buzz as investors weigh the strategic implications of its controlling shareholder's acquisition of Blue Bottle Coffee against ongoing speculation regarding a potential U.S. relisting. While some community members express frustration over low trading volume and price volatility, others argue that the company's aggressive expansion and dominant position in the Chinese market present a deep-value opportunity for patient holders.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: Cybersecurity, Internet of Things (IoT), and Licensing and Other. The Cybersecurity segment includes the brand Cylance, BlackBerry Spark, AtHoc, and SecuSUITE. The IoT segment focuses on software licenses, support, maintenance, and professional services. The Licensing and Other segment involves the intellectual property licensing arrangements and settlement awards. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is currently trending as investors focus on the upcoming earnings report and expectations for fiscal 2027 guidance and royalty backlog updates. The community remains highly polarized, with intense debate between long-term "believers" who highlight QNX's role in the software-defined vehicle market and skeptics who express frustration over stagnant stock performance and past revenue trends.

Soleno Therapeutics, Inc. operates as clinical-stage biopharmaceutical company, which engages in the development and commercialization of novel therapeutics for the treatment of rare diseases. It focuses on the treatment of metabolic and neurobehavioral disorder. It offers its lead candidate, Diazoxide Choline Controlled-Release (DCCR), an oral tablet for the treatment of Prader-Willi Syndrome (PWS). The company was founded on August 25, 1999 and is headquartered in Redwood City, CA.

Soleno Therapeutics Inc

Soleno Therapeutics is currently trending after receiving FDA approval for VYKAT XR, the first and only treatment for hyperphagia in Prader-Willi syndrome, triggering a major rally and intense community speculation regarding potential buyout interest. Investors are closely monitoring the commercial launch strategy and the company's valuation, as many compare the setup to previous rare disease success stories while discussing the stock's long-term momentum.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending as investors react to a second round of subscription price increases across all tiers, a move aimed at boosting margins and funding a massive content budget. The stock is exhibiting notable relative strength, with community members actively discussing a potential breakout toward the 100 level and debating whether this pricing power effectively offsets broader streaming sector headwinds.

FuboTV, Inc. is a consumer-first live TV streaming company with the mission of delivering premium sports, news and entertainment programming that offers greater choice, flexibility and value. The company was founded by David Gandler, Alberto Horihuela Suarez, and Sung Ho Choi on February 20, 2009 and is headquartered in New York, NY.

fuboTV Inc - Ordinary Shares - Class A

fuboTV Inc

FuboTV is experiencing significant volatility and intense community debate following a reverse stock split, with retail investors deeply divided between those betting on a potential short squeeze driven by institutional interest and those capitulating due to a lack of clear management guidance. While some traders view the current depressed price as an oversold buying opportunity, others are actively shorting the stock, citing ongoing concerns about the company's financial transparency and competitive position.

Enovix Corp. engages in the design and development of silicon-anode lithium-ion batteries. The firm's proprietary 3D cell architecture increases energy density and maintains a high cycle life. It is also developing its 3D cell technology and production process for the electric vehicle and energy storage markets to help enable utilization of renewable energy. The company was founded by Mr. Harrold Jones Rust, III, Ashok Lahiri, and Murali Ramasubramanian in November 2006 and is headquartered in Fremont, CA.

Enovix Corporation

Enovix Corp

Enovix is currently a major focus for investors as it balances a record-breaking revenue quarter and a significant share repurchase program against continued skepticism regarding production scaling and testing delays. While the community remains sharply divided, sentiment is currently driven by discussions around the potential for an upcoming purchase order for its high-energy-density batteries and the technical challenges the company faces in reaching mass production.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

Seagate Technology (STX) is trending as institutional analysts aggressively upgrade price targets, citing a structural expansion in the hard disk drive cycle and sustained hyperscaler demand. While the stock has seen significant volatility, community discussion remains divided between those betting on long-term data center supply shortages through 2028 and others cautioning against an overheated memory sector.

$RARI is an ERC-20 token that controls the RARI Foundation treasury and governs the Rarible protocol and RARI Chain. The token was issued in 2020 with a max. supply of 25 million $RARI.

Rarible

Rarible is generating significant community buzz driven by its low circulating supply and market cap, which proponents believe positions the token for a massive supply shock if volume spikes. While some investors express skepticism regarding its historical performance and lack of adoption, others are actively accumulating in anticipation of a potential breakout fueled by its DeFi and NFT platform integration.

Avalanche is a high throughput smart contract blockchain&nbsp;platform. Validators secure the network through a proof-of-stake consensus protocol. It is said to be fast, low cost, and environmental friendly.

Avalanche

Avalanche is currently a major focus for traders as the community reacts to its recent ETF launch and ongoing discussions surrounding its potential role in real-world asset tokenization. Investors are actively debating the token's price action and long-term utility against a backdrop of broader market volatility and anticipation for upcoming regulatory developments.

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<ul class="summary-bullets"><li>Morgan Stanley analyst Keith Weiss cited operational challenges in a constrained supply environment.</li><li>The firm said it would look for several improvements, including expanding active power capacity beyond 850 megawatts, and resolving past data center construction delays before turning constructive.</li><li>CoreWeave is scheduled to report fourth-quarter fiscal 2025 results on February 26.</li></ul>CoreWeave Inc. (CRWV) shares slid on Friday after Morgan Stanley’s initiation cast a cautious tone just days before the company’s quarterly earnings release.&nbsp;According to a Barron’s&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.barrons.com/articles/coreweave-stock-power-ai-earnings-0e3d5b5a">report</a>, the firm assigned the cloud infrastructure provider an “Equal Weight” rating and set a $99 price target, suggesting only modest upside from recent levels.<h2 class="st-heading-2">Execution In Focus</h2>Morgan Stanley analyst Keith Weiss cited operational challenges in a constrained supply environment as a primary reason for the tempered outlook. He pointed to difficulties in fulfilling customer demand and noted that some dissatisfied clients have pursued legal action.The firm acknowledged that CoreWeave has landed and broadened significant agreements with some of the most sophisticated generative AI customers in the market. However, the firm stressed that investor confidence hinges on tangible execution milestones.<a href="https://stocktwits.com/symbol/CRWV">CoreWeave stock</a> tumbled over 12% by Friday afternoon. On Stocktwits, retail sentiment around the stock remained in ‘bearish’ territory amid ‘low’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_20_121818_png_01b2e4ba28.webp" alt="CRWV’s Sentiment Meter and Message Volume as of 12:15 p.m. ET on Feb. 20, 2026 | Source: Stocktwits" width="936" height="106"><figcaption>CRWV’s Sentiment Meter and Message Volume as of 12:15 p.m. ET on Feb. 20, 2026 | Source: Stocktwits</figcaption></figure>Morgan Stanley indicated it would look for several improvements before turning more constructive. Among them are expanding active power capacity beyond 850 megawatts, resolving past data center construction delays, converting development projects into realized capital spending, and diversifying its customer base.<h2 class="st-heading-2">Additional Pressure Points</h2>Compounding the negative sentiment, a Business Insider&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.businessinsider.com/blue-owl-financing-lancaster-data-center-coreweave-2026-2">report</a> said that Blue Owl Capital Inc. (OWL) was unable to secure financing for a proposed data center transaction involving CoreWeave, creating fresh uncertainty around expansion efforts.CoreWeave is scheduled to report fourth-quarter (Q4) fiscal 2025 results on February 26. Analysts expect revenue of approximately $1.53 billion, and an adjusted loss per share of $0.49, according to Fiscal AI data.&nbsp;CRWV stock has gained over 114% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/paramount-clears-key-us-antitrust-review-pursuit-of-warner-bros-discovery/cZRN93sR4xj">Paramount Clears Key US Antitrust Review In $77.9 Billion Pursuit Of Warner Bros. Discovery</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of AI cloud-computing startup CoreWeave is displayed on a smartphone screen on May 16, 2025 in Suqian, Jiangsu Province of China. 

CoreWeave Stock Tumbles 12% — Analyst Flags Execution Risks Ahead Of Earnings

According to a Barron’s report, Morgan Stanley assigned the cloud infrastructure provider an “Equal Weight” rating and set a $99 price target, suggesting only modest upside from recent levels.

Equity

According to a Barron’s report, Morgan Stanley assigned the cloud infrastructure provider an “Equal Weight” rating and set a $99 price target, suggesting only modest upside from recent levels.


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<ul class="summary-bullets"><li>The pact aims to blend networking, cloud, and automation expertise with energy-efficient AI compute platforms.</li><li>The agreement sets up a collaborative framework for creating and testing AI inference systems.</li><li>This work will include building reference architectures and validating deployments in industries such as telecommunications and smart infrastructure.</li></ul>Blaize Holdings, Inc. (BZAI) stock surged over 24% in Tuesday’s premarket after the company inked a strategic memorandum of understanding (MOU) with Nokia Solutions and Networks Singapore Pte. (Nokia).&nbsp;The MOU outlines plans to explore and develop hybrid AI inference systems for real-world applications across the Asia Pacific region.&nbsp;<h2 class="st-heading-2">What The Deal Entails</h2>The pact aims to blend networking, cloud, and automation expertise with energy-efficient AI compute platforms to support demand where latency and reliability are crucial.The agreement sets up a collaborative framework for creating and testing AI inference systems at both the network edge and in hybrid cloud environments, combining Nokia’s connectivity strengths with Blaize’s inference hardware and software.&nbsp;This work will include building reference architectures, validating deployments in industries such as telecommunications and smart infrastructure, and conducting customer-facing pilot initiatives.On Stocktwits, retail sentiment around&nbsp;<a href="https://stocktwits.com/symbol/BZAI">Blaize stock</a> jumped to ‘bullish’ from ‘bearish’ territory the previous day amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_27_063502_png_6166248320.webp" alt="BZAI’s Sentiment Meter and Message Volume as of 06:15 a.m. ET on Jan. 27, 2026 | Source: Stocktwits" width="934" height="106"><figcaption>BZAI’s Sentiment Meter and Message Volume as of 06:15 a.m. ET on Jan. 27, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Why It Matters</h2>As businesses and service providers push AI functionality closer to where data is collected and decisions are made, hybrid AI architectures that balance edge inference with centralized GPU compute are gaining traction.&nbsp;This partnership targets scalable, real-world solutions across sectors such as telecommunications, industrial automation, smart cities, logistics, and more.<blockquote>"By combining Nokia's leadership in connectivity and automation with the Blaize AI inference platform, we are enabling Real World AI that runs efficiently at the edge while integrating seamlessly with cloud and GPU infrastructure.”-Dinakar Munagala, Co-Founder and CEO, Blaize</blockquote>BZAI stock has declined by over 66% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/core-weave-gets-wall-street-upgrade-as-ai-demand-builds/cmyaHNPR4L3">CoreWeave Gets Wall Street Upgrade As AI Demand Builds</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A computer with the acronym AI for Artificial Intelligence.

Why Did BZAI Stock Surge 24% Pre-Market Today?

The company’s MOU with Nokia Solutions and Networks Singapore outlines plans to explore and develop hybrid AI inference systems for real-world applications across the Asia Pacific region.

<ul class="summary-bullets"><li>Deutsche Bank cited signs of strengthening demand and potential upside to revenue forecasts for the cloud infrastructure provider.</li><li>CoreWeave has been gaining attention as demand for generative artificial intelligence infrastructure has picked up.</li><li>On Monday, Nvidia made a fresh $2 billion investment in CoreWeave to boost&nbsp;the development of more than 5 gigawatts of AI factories by 2030.</li></ul>Deutsche Bank has upgraded CoreWeave Inc. (CRWV) to a ‘Buy’ rating from ‘Hold’, setting a new target price of $140 per share ahead of the company’s upcoming fourth-quarter earnings.&nbsp;The price target implies a potential 43% upside to CoreWeave’s closing price as of Monday.&nbsp;<a href="https://stocktwits.com/symbol/CRWV">CoreWeave stock</a> traded over 6% higher in Tuesday’s premarket.&nbsp;<h2 class="st-heading-2">Analyst Rationale&nbsp;</h2>Deutsche Bank cited signs of strengthening demand and potential upside to revenue forecasts for the cloud infrastructure provider as key reasons behind the upgrade, according to TheFly.CoreWeave has been gaining attention as demand for generative artificial intelligence infrastructure picks up pace, with the company focusing on delivering high-performance computing capacity to major clients.&nbsp;The firm sees room for analysts’ revenue expectations for the company to climb materially through 2026 if the business can execute on its planned capacity and maintain contracted commitments.<h2 class="st-heading-2">Nvidia’s Investment&nbsp;</h2>On Monday, Nvidia made a fresh $2 billion investment in CoreWeave to boost&nbsp;the development of more than 5 gigawatts of AI factories by 2030. CoreWeave will use Nvidia’s high-performance computing platform to design and operate AI factories, with the latter also helping acquire land, utilities, and infrastructure necessary for factory construction.Post the deal announcement, Jefferies said Nvidia’s backing through land access and ready-powered facilities should lower operational risks and make it easier for CoreWeave to grow. The firm also noted that Nvidia is expected to assist CoreWeave in bringing its SUNK and Mission Control software to customers.<h2 class="st-heading-2">All Eyes On Q4 Earnings&nbsp;</h2>The company is scheduled to report its Q4 earnings on February 9, and analysts see a revenue of $1.53 billion with a loss per share (EPS) of $0.49.&nbsp;On Stocktwits, retail sentiment around the stock jumped to ‘bullish’ from ‘neutral’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘normal’ levels in 4 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_27_053124_png_9ff3207f61.webp" alt="CRWV’s Sentiment Meter and Message Volume as of 05:30 a.m. ET on Jan. 27, 2026 | Source: Stocktwits" width="932" height="96"><figcaption>CRWV’s Sentiment Meter and Message Volume as of 05:30 a.m. ET on Jan. 27, 2026 | Source: Stocktwits</figcaption></figure>CRWV stock has gained over 145% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/coinbase-addresses-crypto-next-risk-quantum-computing/cmyaplKR4hy">What Happens To Crypto If Quantum Computers Break Encryption? Coinbase Is Taking Early Steps To Address Threats</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

CoreWeave logo is displayed on a mobile phone, with the company's branding visible in the background, in this photo illustration in Brussels, Belgium, on November 10, 2025. 

CoreWeave Gets Wall Street Upgrade As AI Demand Builds

The firm sees room for analysts’ revenue expectations for the company to climb materially through 2026 if the business can execute on its planned capacity.

CoreWeave (CRWV Stock) Gets Wall Street Upgrade As AI Demand Builds

The firm sees room for analysts’ revenue expectations for the company to climb materially through 2026 if the business can execute on its planned capacity.


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Hindenburg Research, known for its scathing reports on India’s Adani Group and billionaire activist investor Carl Icahn, has disclosed a short position on server-maker Super Micro Computer (SMCI) on Tuesday citing “fresh evidence of accounting manipulation, sibling self-dealing and sanctions evasion.”Shares of SMCI fell over 3% on Tuesday, dragging retail sentiment down, following the disclosure.Hindenburg Research said its three-month investigation into the firm found glaring accounting red flags, evidence of undisclosed related party transactions, sanctions and export control failures, and customer issues.The short-seller said that less than three months after paying a $17.5 million SEC settlement, Super Micro began re-hiring top executives that were directly involved in the accounting scandal, according to litigation records and interviews with former employees.Hindenburg cited a former employee saying “almost all of them are back. Almost all of the people that were let go that were the cause of this malfeasance.”This is important given the fact that SMCI was charged by the SEC by August 2020 for “widespread accounting violations,” primarily related to over $200 million in improperly recognized revenue and understated expenses, that resulted in artificially elevated sales, earnings and profit margins.Hindenburg also stated that Super Micro’s relationships with both disclosed and undisclosed related parties “serve as fertile ground for dubious accounting.”According to the short-seller, disclosed related party suppliers Ablecom and Compuware, controlled by Super Micro CEO Charles Liang’s brothers, have been paid $983 million in the last three years.&nbsp;Hindenburg cited trade records to add that the related parties appear to do little other business with approximately 99.8% of Ablecom’s exports to the U.S. since 2020 going to Super Micro, and about 99.7% of Compuware’s U.S. exports made to Super Micro.The short-seller also said exports of Super Micro’s high-tech components to Russia have spiked by approximately three times since the invasion of Ukraine, “apparently violating U.S. export bans,” according to its review of more than 45,000 import/export transactions.<figure class="image"><a href="https://stocktwits.com/symbol/SMCI"><img style="aspect-ratio:1890/536;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2024_08_27_at_12_18_36_PM_6d78c56947.png" alt="SMCI sentiment meter as of 11:55 a.m. ET on August 27, 2024" width="1890" height="536"></a><figcaption>SMCI sentiment meter as of 11:55 a.m. ET on August 27, 2024</figcaption></figure>“After extensive research, we have taken a short position in shares of Super Micro Computer, Inc. This report represents our opinion, and we encourage every reader to do their own due diligence. Please see our full disclaimer at the bottom of the report,” Hindenburg Research stated.Retail investors on Stocktwits have gone ‘extremely bearish’ (6/100) on the stock with the metric hitting a one-year low. The stock has nearly doubled this year supported by the AI-fueled enthusiasm.In the coming weeks, it will be interesting to watch whether investors decide to fall in line with Hindenburg Research’s take on the company or the AI-hype takes precedence over the allegations.Also See: <a href="https://stocktwits.com/news/markets/equity/jd-stock-rises-after-new-share-repurchase-program/c7wEds9RcY">JD.com Stock Rises After New $5 Billion Share Repurchase Program: Retail Investors Exuberant</a>&nbsp;&nbsp;&nbsp;&nbsp;

Hindenburg Research said SMCI began re-hiring top executives directly involved in the accounting scandal soon after SEC settlement.

SMCI Stock Dips After Hindenburg Research Discloses Short Position: Retail Sentiment Plummets

Hindenburg Research, known for its scathing reports on India’s Adani Group and billionaire activist investor Carl Icahn, has disclosed a short position on server-maker Super Micro Computer

SMCI Stock Dips After Hindenburg Research Discloses Short Position

Hindenburg Research said its three-month investigation into the firm found glaring accounting red flags, evidence of undisclosed related party transactions, sanctions and export control failures, and customer issues.

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