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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 rallying as the community intently focuses on whether the company will decline to match a recently deemed superior offer for Warner Bros. Discovery, with many investors hoping this avoids substantial debt and regulatory obstacles, potentially triggering further upside as the crucial decision looms.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is actively discussed by investors anticipating a catalytic impact from upcoming NVIDIA earnings on the broader AI infrastructure sector, often contrasted with competitor CoreWeave, while aggressive call buying and recent analyst price target upgrades fuel strong bullish sentiment amid ongoing debate about its financial performance and a potential short squeeze.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance (PSKY) is heavily discussed as Warner Bros. Discovery (WBD) considers its revised, potentially superior takeover bid, prompting community debate over whether PSKY is making a transformative move or incurring excessive debt, and if Netflix will counter-bid or accept a breakup fee.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is trending due to its recent strong earnings, record-setting AI-optimized server backlog, and an optimistic future outlook, fueling significant bullish sentiment among investors who see it as a key player in the AI infrastructure boom despite ongoing discussions around PC market pressures.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Despite reporting blockbuster earnings and raising guidance, NVIDIA's stock is experiencing a notable decline, sparking intense community debate over alleged market manipulation and broader AI valuation concerns, even as many investors view this as a prime buying opportunity.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics is trending following stronger-than-expected Q4 earnings and optimistic Q1 guidance, driven by accelerating demand for its optical components in AI-driven data centers, leading to widespread bullish sentiment and short squeeze speculation amidst ongoing valuation debates.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is sparking intense community debate following its latest earnings report, which featured robust revenue growth and a staggering $66.8 billion backlog but also widening net losses and an EPS miss. Investors are weighing the massive AI infrastructure demand and a new $8.5 billion Meta-backed loan against significant debt, cash burn, and execution challenges, with further clarity anticipated from the earnings call.

Sunrun, Inc. engages in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems. It sells solar service offerings and installs solar energy systems for homeowners. Customers can access its products through three channels: direct-to-consumer, solar partnerships, and strategic partnerships. The company was founded by Edward Harris Fenster, Robert Nat Kreamer, and Lynn Michelle Jurich in January 2007 and is headquartered in San Francisco, CA.

Sunrun Inc

Sunrun (RUN) is surging on reports that its residential battery storage, including potential collaboration with Tesla, could address the escalating power demands of AI data centers. This news, coupled with multiple analyst upgrades and a strong short interest, fuels community discussions about RUN's transformation into a key player in the evolving energy utility landscape.

The Goldman Sachs Group, Inc. engages in the provision of financial services. It operates through the following business segments: Global Banking and Markets, Asset and Wealth Management, and Platform Solutions. The Global Banking and Markets segment includes investment banking, global investments, and equity and debt investments. The Asset and Wealth Management segment relates to the direct-to-consumer banking business which includes lending, deposit-taking, and investing. The Platform Solutions segment includes consumer platforms such as partnerships offering credit cards and point-of-sale financing, and transaction banking. The company was founded by Marcus Goldman in 1869 and is headquartered in New York, NY.

Goldman Sachs Group, Inc.

Goldman Sachs is trending following its strong Q4 earnings beat and dividend increase, which ignited a notable rally, amid community discussions also focusing on the resignation of its top lawyer tied to the Epstein files and the CEO's evolving stance on Bitcoin and prediction markets.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BioCryst Pharmaceuticals is trending following strong financial results, including profitability, coupled with the FDA approval of ORLADEYO for pediatric use and highly anticipated data for their long-acting navenibart. The community is actively discussing a potential short squeeze and whether the company's achievements will finally attract broader market recognition.

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<ul class="summary-bullets"><li>The deal is expected to close in the first quarter of 2026. Mobileye said that strong traction in advanced vehicle autonomy and core</li><li>ADAS technology has created a current automotive revenue pipeline of $24.5 billion over the next eight years for the company.</li><li>Speaking at the Consumer Electronics Show (CES) 2026, the company’s CEO said it is competing on 100 million more Request for Quotation (RFQ) for chips, further increasing the pipeline.</li></ul>Shares of Mobileye Global Inc. (MBLY) surged over 10% in Tuesday’s after-market trading as the company announced plans to acquire Israeli startup Mentee Robotics for $900 million in a push into the humanoid robots market.The self-driving car systems firm will pay $612 million in cash and the rest in up to 26.2 million shares of Mobileye Class A common stock for the startup, <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.mobileye.com/news/mobileye-to-acquire-mentee-robotics-to-accelerate-physical-ai-leadership/">according</a> to the company. The deal is expected to close in the first quarter of 2026.<h2 class="st-heading-2">Deal Contours</h2>This deal will combine Mobileye’s advanced AI technology and global production expertise with Mentee’s humanoid platform and AI capabilities that will result in a company that combines autonomous driving and humanoid robotics.Mobileye’s acquisition of Mentee comes even as other automakers make a strong push into humanoid robots. The deal is likely to put Mobileye in competition with <a href="https://stocktwits.com/symbol/TSLA">Tesla</a> Inc.’s (TSLA) Optimus.Mobileye said that strong traction in advanced vehicle autonomy and core ADAS technology has created a current automotive revenue pipeline of $24.5 billion over the next eight years for the company, up more than 40 percent compared to January 2023, the company said.The acquisition broadens the scope of the company’s business with a decisive step toward physical artificial intelligence with intelligence systems that will be able to understand context, intent, and interact with humans while acting safely.Mentee’s acquisition will accelerate its go-to-market strategy, with first on-site proof-of-concept deployments with customers expected in 2026, the company said. The deployments are expected to operate autonomously, and the company is targeting series production and commercialization in 2028.“Today marks a new chapter for robotics and automotive AI, and the beginning of Mobileye 3.0,” said Amnon Shashua, President and CEO of Mobileye. “By combining Mentee’s breakthroughs in humanoid robotics with Mobileye’s expertise in automotive autonomy, and its proven ability to productize advanced AI, we have a unique opportunity to lead the evolution of physical AI across robotics and autonomous vehicles on a global scale.”Mentee will operate as an independent unit within Mobileye for the foreseeable future and will gain access to Mobileye’s customer base as part of the deal.<h2 class="st-heading-2">Forward Guidance</h2>Speaking at the Consumer Electronics Show (CES) 2026, Shashua reiterated the forward guidance of a $24.5 billion projected revenue pipeline by 2033 based on signed contracts. This includes $18 billion in revenues awarded over the past three years.Shashua also said the company is competing on 100 million more Request for Quotation (RFQ) for chips, further increasing the pipeline.Since its inception, Mobileye’s chips have been deployed in over 230 million cars, Shashua said, estimating that this could be about one eighth of the total cars on the planet.The company receives data from over 8 million cars everyday to support its technology that builds high-definition maps and has harvested data over 32 billion miles. Three new OEMs have also joined the company in 2025, the company said.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around MBLY stock trended in the ‘extremely bullish’ territory over the past day amid ‘extremely high’ message volume.One Stocktwits user opined that Mentee Robotics are quite capable compared to Tesla.&nbsp; <stembedurl>https://stocktwits.com/AlphaBull_10M/message/641016597</stembedurl>&nbsp;Another user called this a turn around play.<stembedurl>https://stocktwits.com/TheBullishTrade/message/641019239</stembedurl>&nbsp;<a href="https://stocktwits.com/symbol/MBLY">Shares of MBLY</a> were among the top trending tickers on Stocktwits at the time of writing. The stock has lost over 44% of its value in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/musk-xai-raises-20-billion-dollars-in-series-e-funding-round/cmxD4CPR4cT">Elon Musk’s xAI Raises $20B In Series E Funding Round, Exceeds Its Own Target</a> &nbsp;

In this photo illustration, a person holds a smartphone displaying the logo of Mobileye Global Inc.

Mobileye Global Shares Rally On $900M Mentee Robotics Deal

Mobileye will pay $612 million in cash and the rest in Class A common shares for humanoid robots the company. 

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Humanoid Robot ETFs: Positioning for the Next Tech Revolution

Here's what you need to know about investing in the future of robotics.

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KraneShares Global Humanoid and Embodied Intelligence Index ETF

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