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Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is currently facing significant downward pressure as disappointing delivery figures for the first quarter highlight growing concerns over demand and inventory buildup. The community remains deeply divided, with bears pointing to slowing EV sales and fading brand sentiment, while bulls continue to pivot the narrative toward the company's long-term ambitions in AI, robotics, and the potential impact of a future SpaceX IPO.

Tilray Brands, Inc. engages as a consumer packaged goods company, which focuses on medical cannabis research and the cultivation, processing, and distribution of cannabis products worldwide. It operates through the followings segments: Cannabis, Distribution, Beverage, and Wellness. The Cannabis segment focuses on cultivation, production, distribution, and sale of both medical and adult-use cannabis products. The Distribution segment is involved in purchase, resale, and distribution of pharmaceutical and wellness products. The Beverage segment refers to the production, marketing, and sale of beverages. The Wellness segment represents the production, marketing, and distribution of hemp-based food and other wellness products. The company was founded on January 24, 2018 and is headquartered in Leamington, Canada.

Tilray Brands Inc

Tilray Brands is trending as investors weigh an earnings beat against concerns over leadership performance and persistent share price volatility. The community remains divided, with bulls pointing to the company's international growth and potential regulatory catalysts, while bears highlight ongoing cash burn, management frustrations, and a lack of clear federal progress.

Solana is a high-performance Layer 1 blockchain designed for mass adoption by providing a fast, secure, and low-cost environment for decentralized applications. It distinguishes itself by scaling globally without the use of complex sharding or multiple layers, instead maintaining a single, unified ledger to avoid liquidity fragmentation. This architecture allows it to process thousands of transactions per second with sub-second finality, often at a cost of less than a penny per transaction.  The network operates on a unique hybrid model that combines Proof of Stake with an innovation called Proof of History, which functions as a decentralized clock to timestamp transactions. This system reduces the need for constant node communication, allowing the Sealevel engine to run non-conflicting smart contracts in parallel across multiple CPU cores. Further efficiency is gained through the Gulf Stream protocol, which reduces confirmation times by forwarding transactions to validators before the current block is finished.  Founded in 2017 by Anatoly Yakovenko, Solana is now supported by the Switzerland-based Solana Foundation and significant institutional investors like Andreessen Horowitz and Polychain Capital. The platform’s native token, SOL, serves as the primary currency for paying transaction fees, participating in network governance, and securing the system through staking.   Solana has also seen significant institutional adoption ranging from spot Solana ETFs to major partnerships including Visa's 2025 launch of USDC settlement on the network and the tokenization of public equity by firms like Galaxy Digital.

Solana

Solana is currently under intense scrutiny as investors debate whether recent network-related security incidents and market volatility present a buying opportunity or a signal of deeper structural weakness. While some in the community remain focused on developer momentum and potential institutional adoption through emerging clarity in stablecoin regulation, others express caution due to ongoing concerns about crypto-wide liquidity and the risks associated with altcoin exposure.

Globalstar, Inc. engages in the provision of mobile satellite services. It offers voice and data communications services to the following markets: recreation and personal, government, public safety and disaster relief, oil and gas, maritime and fishing, natural resources, mining, and forestry, construction, utilities, and transportation. The company was founded in November 2003 and is headquartered in Covington, LA.

Globalstar Inc.

Globalstar is experiencing heightened market activity driven by reports of potential acquisition interest from major tech players like Amazon, sparking intense community debate over its strategic value in the burgeoning satellite-to-device connectivity market. Investors are actively discussing the implications of a bidding war, the critical nature of its licensed spectrum, and the potential impact of its existing partnerships on a possible buyout.

Kelly Services, Inc. engages in the provision of talent solutions. It operates through the following segments: Professional and Industrial, Science, Engineering, and Technology, Education, Outsourcing and Consulting, and International. The Professional and Industrial segment includes the provision of administrative, accounting and finance, light industrial, contact center staffing, and other workforce solutions. The Science, Engineering, and Technology segment focuses on staffing, outcome-based, permanent placement services, clinical research, and telecommunications. The Education segment involves offering education and therapy services talent through staffing, permanent placement, and executive search services to Pre-K-12 school districts and organizations. The Outsourcing and Consulting segment consists of global talent supply chain and workforce solutions, including Managed Service Provider (MSP), Recruitment Process Outsourcing (RPO), Payroll Process Outsourcing (PPO), and executive coaching programs. The company was founded by William Russell Kelly on October 7, 1946 and is headquartered in Troy, MI.

Kelly Services, Inc. - Ordinary Shares - Class B

KELYB is seeing intense community debate over its volatility and low-float structure, with bulls pointing to high institutional accumulation and potential squeeze scenarios while bears warn of extreme manipulation and risks after recent sharp price swings. Investors are closely watching for updates on the company's long-term strategy, specifically seeking clarity on how new ownership plans to unlock value from the firm's significant revenue base.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. 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 investors and the public react to the president's latest statements regarding the escalating conflict in Iran and his sudden decision to fire Attorney General Pam Bondi. Market participants are actively debating the potential for increased volatility and the broader economic impacts of these developments, while online communities remain highly polarized over the administration's leadership and strategic direction.

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 seeing increased bullish sentiment and volume as the community focuses on its critical role in software-defined vehicles, particularly through its QNX platform's integration with major automotive partners like BMW and NVIDIA. Investors are actively discussing the company's Q4 earnings, upcoming backlog updates, and the potential for a sustained breakout as the stock tests key moving averages.

Dow, Inc. is a holding company, which engages in the development of innovative solutions. It operates through the following segments: Packaging and Specialty Plastics, Industrial Intermediates and Infrastructure, and Performance Materials and Coatings. The Packaging and Specialty Plastics segment consists of hydrocarbons and energy and packaging and specialty plastics. The Industrial Intermediates and Infrastructure segment covers the industrial solutions and polyurethanes, and construction of chemicals. The Performance Materials and Coatings segment includes coatings and performance monomers, and consumer solutions. The company was founded in 1897 and is headquartered in Midland, MI.

Dow Inc

Dow Inc. is trending as investors weigh significant operational restructuring, including plans for major workforce reductions, against ongoing industry-wide headwinds like weak global demand and pricing pressures. While the company is attempting to pivot toward a leaner, more productive model to unlock value, market sentiment remains cautious as traders closely monitor the stock's proximity to decade-long lows and the sustainability of its dividend payout.

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 is seeing intense market activity as investors weigh its inclusion in the S&P 500 against concerns over its rapid share price appreciation and high valuation. While the community remains deeply divided between bulls citing AI infrastructure tailwinds and bears warning of a potential bubble, sentiment is currently driven by heavy options flow and anticipation of forced institutional buying.

Planet Labs PBC provides daily data and insights about earth. It offers a web-geo platform with satellite data available and foundational analytics to derive insights to make decisions. The company is founded by William S. Marshall and Robert H. Schingler in 2010 and is headquartered in San Francisco, CA.

Planet Labs PBC - Ordinary Shares - Class A

Planet Labs PBC

Planet Labs is surging following a strong quarterly earnings report that featured a record revenue beat, significant backlog growth, and positive guidance, fueling intense investor optimism around its AI-integrated satellite data. The community is actively discussing the stock's potential for institutional rerating and long-term sector leadership, with many drawing parallels to other high-growth space players and anticipating further upside as the company capitalizes on expanding government and defense contracts.

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Triad Investment Management Acquires New Stake in Intuit Inc. $INTU

Triad Investment Management bought a new position in shares of Intuit Inc. (NASDAQ:INTU - Free Report) during the 4th quarter, according to the company in its most recent Form 13F filing with the...

<ul class="summary-bullets"><li>Burry said “certain” software stocks are set for a rebound, adding that he found Intuit and ServiceNow stock levels “interesting.”</li><li>Comments from Burry often trigger sharp trades.</li><li>Software shares declined handily in the March quarter; INTU is down 36.6% YTD, while NOW has dropped 32%.</li></ul>Ace investor Michael Burry flagged Intuit, Inc. (INTU) and ServiceNow, Inc. (NOW) as potential investment opportunities, saying that the market is at “peak AI threat now” and “certain” software stocks would rebound after the sharp selloff in the category in recent months.“Intuit is interesting,” Burry said in the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://substack.com/chat/6819723/post/604a760b-af9e-4429-b7f4-3a96a69574f7?targetReplyId=897a2c87-e03b-4d65-ba62-26c588cb9fa0">chatroom</a> on his Substack page, which has recently become the source of his market insights.&nbsp; “I do worry Intuit is subject to disruption, but there is a bit of a network effect in how many people use their product. I believe we are at peak AI threat now, and reality will boost software stocks from these levels. Not all of them but some certain ones,” he said.<h2 class="st-heading-2">Burry’s Market Influence</h2>Comments and positions from Burry, famed for predicting and profiting from the 2008 financial crisis, often trigger heavy trading in the names he highlights. His remarks and those of&nbsp;hedge-fund billionaire Bill Ackman about Fannie Mae and Freddie Mac earlier this week&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/fnma-fmcc-could-be-a-10x-trade-big-short-investor-michael-burry-agrees-with-bill-ackman-s-thesis/cZER0xbRIZ0/amp">helped trigger a 50% surge</a> in the mortgage giants’ OTC shares.&nbsp;His short bet on Palantir, running counter to the market’s AI-fueled euphoria around the data analytics firm, has weighed on the stock since he first disclosed it last September.On ServiceNow, Burry said he agreed with a trader’s assessment that the software company’s stock had become attractive but “not quite where I would think of buying.” He did not elaborate on his thesis for ServiceNow and Intuit, nor discussed taking a position.Intuit, whose flagship products include TurboTax, QuickBooks, and Credit Karma, helps individuals and businesses manage taxes, accounting, and personal finance. The stock suffered a sharp selloff in recent months after Anthropic unveiled new Claude AI tools that partly overlap with Intuit's core offerings. Those concerns eased somewhat after the two companies struck a partnership to integrate Intuit's tools directly within the Claude chatbot. ServiceNow, which sells software that helps companies automate workflows across IT, HR, and customer operations, was caught in the same Anthropic-driven selloff.On Big Tech,&nbsp;Burry said he believes that large investors who piled heavily into top names, including Microsoft, in the last few years would&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-sees-deadly-case-of-indigestion-spreading-from-big-tech-to-broader-market-as-mag-7-etf-heads-for-worst-quarter-ever/cZEPFcdRINU">find it hard to generate returns</a> on their investments.<h2 class="st-heading-2">Tech Market Mayhem</h2>A wave of new AI tool launches, particularly from Anthropic, combined with investor concerns over overheated tech valuations,&nbsp;has&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/team-wday-zs-eye-worst-quarter-ever-amid-saa-s-slump-which-stocks-could-rebound-the-most/cZER0CbRIZK">hammered</a> shares of software companies once praised for their high margins and predictable revenue streams.The pressure intensified after a broader market selloff in March, tied to the ongoing U.S.-Iran conflict, which has now stretched into its second month.In the first quarter,&nbsp;<a href="https://stocktwits.com/symbol/TEAM">Atlassian Corp shares</a> dropped about 70%, and&nbsp;<a href="https://stocktwits.com/symbol/WDAY">Workday&nbsp;</a>and&nbsp;<a href="https://stocktwits.com/symbol/ZS">Zscaler shares</a> dropped about 40% – their worst quarterly performance on record. Microsoft stock shed about 24% in its worst quarterly performance since the 2008 financial crisis.<a href="https://stocktwits.com/symbol/INTU">INTU shares</a> are down 36.6% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/NOW">NOW shares</a> have declined 32%. On Stocktwits, the retail sentiment for the tickers was ‘bearish’ as of early Thursday.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-elab-stock-is-crashing-over-50-overnight-after-8x-surge-this-week/cZ7xLOtRIFo">Why ELAB Stock Is Crashing Over 50% Overnight After 8x Surge This Week</a>&nbsp;

Michael Burry attends the "The Big Short" New York premiere at Ziegfeld Theater on November 23, 2015 in New York City.

Michael Burry Says Market At 'Peak AI Threat’ — Flags INTU, NOW As Software Plays Worth Watching

Earlier this week, Burry’s remarks helped trigger 50% gains in Fannie Mae and Freddie Mac shares.

Equity

Earlier this week, Burry’s remarks helped trigger 50% gains in Fannie Mae and Freddie Mac shares.


Intuit's Strategic Partnerships: Will They Drive Future Growth?

INTU teams with Anthropic and Affirm to embed AI and flexible payments, targeting stronger growth, retention and automation for mid-market users.

Intuit's AI Transformation: Will It Drive Future Growth?

INTU ramps up AI push with the Anthropic partnership, a new ERP launch, and rising TurboTax and QuickBooks growth, driving stronger engagement.

Intuit (NASDAQ:INTU) Stock Unloaded Rep. Julia Letlow

Representative Julia Letlow (Republican-Louisiana) recently sold shares of Intuit Inc. (NASDAQ:INTU). In a filing disclosed on March 12th, the Representative disclosed that they had sold between $1,001 and $15,000 in Intuit stock on February 2nd. The trade occurred in the Representative's "MERRILL L...

45,410 Shares in Intuit Inc. $INTU Acquired by Waycross Partners LLC

Waycross Partners LLC purchased a new stake in Intuit Inc. (NASDAQ:INTU - Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 45,410 shares of the software maker's stock, valued at approximately $30,080,000. Intuit...

Wedge Capital Management L L P NC Cuts Position in Intuit Inc. $INTU

Wedge Capital Management L L P NC reduced its position in Intuit Inc. (NASDAQ:INTU - Free Report) by 2.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 91,038 shares of the software maker's stock afte...

Syquant Capital Sas Takes $69.55 Million Position in Intuit Inc. $INTU

Syquant Capital Sas acquired a new position in Intuit Inc. (NASDAQ:INTU - Free Report) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 105,000 shares of the software maker's stock, valued at...

NatWest Group plc Sells 3,591 Shares of Intuit Inc. $INTU

NatWest Group plc cut its holdings in shares of Intuit Inc. (NASDAQ:INTU - Free Report) by 25.6% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 10,415 shares of the software maker's stock after selling...

Investors Heavily Search Intuit Inc. (INTU): Here is What You Need to Know

Intuit (INTU) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

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