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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir Technologies is experiencing heightened volatility as investors debate the impact of Michael Burry's recent short report, which argues that Anthropic's rapid enterprise growth poses an existential threat to Palantir's market share. While some community members view the dip as an artificial setup driven by market manipulation or short-term fear, others are growing concerned that Palantir's premium valuation is increasingly difficult to justify in the face of aggressive competition in the AI sector.

Applied Digital Corporation

Applied Digital is currently at the center of intense community discussion ahead of its quarterly earnings release, with investors closely watching for updates on hyperscaler lease contracts and long-term expansion goals. While some participants express caution regarding the company's debt levels and execution timeline, the majority of the community remains focused on the significant growth potential of its high-performance data center infrastructure and the anticipated momentum from future project deals.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is seeing intense community debate as investors weigh the stock's recent volatility and AI-related disruption fears against a wave of insider buying and institutional accumulation. While some market participants express frustration over persistent downward pressure and the competitive threat posed by AI agents, others view the current price as an attractive entry point, highlighting the company's strong long-term fundamentals and strategic integration of AI to drive enterprise efficiency.

Berkshire Hathaway, Inc. is a holding company, which engages in the provision of property and casualty insurance and reinsurance, utilities and energy, freight rail transportation, finance, manufacturing, and retailing services. It operates through the following segments: Insurance, Burlington Northern Santa Fe, LLC (BNSF), Berkshire Hathaway Energy (BHE), Pilot Travel Centers (PTC), Manufacturing, McLane, and Service and Retailing. The Insurance segment includes the underwriting of GEICO, Berkshire Hathaway Primary Group, and Berkshire Hathaway Reinsurance Group. The BNSF segment involves the operation of railroad systems. The BHE segment focuses on regulated electric and gas utility, power generation and distribution, and real estate brokerage activities. The PTC segment consists of managing travel centers and marketing of wholesale fuel. The Manufacturing segment refers to industrial, consumer and building products, home building, and related financial services. The McLane segment covers the wholesale distribution of groceries and non-food items. The Service and Retailing segment relates to the provision of shared aircraft ownership programs, aviation pilot training, electronic components distribution, retailing businesses, automobile dealerships and trailer, and furniture leasing services. The company was founded by Oliver Chace in 1839 and is headquartered in Omaha, NE.

Berkshire Hathaway Inc. - Ordinary Shares - Class B

Berkshire Hathaway is trending as investors digest the company's latest 13F filing, which reveals a strategic rotation out of mega-cap tech holdings like Amazon into value-oriented names like The New York Times. The community is actively debating the implications of this shift, with many questioning the company's lack of aggressive capital deployment given its massive cash position and recent underperformance relative to the broader market.

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 surging due to an at-the-market offering and strong community debate over its high valuation versus its growth potential in the AI and silicon photonics sectors. While some investors remain skeptical of the dilution and revenue figures, others view the financing as an opportunistic move to support a massive, long-term ramp in demand from hyperscale customers.

Assertio Holdings, Inc. is a commercial pharmaceutical company, which engages in acquisitions, licensing, and mergers. The firm focuses on portfolio of neurology, inflammation, and pain medications. Its products include INDOCIN, Sympazan, Otrexup, SPRIX, CAMBIA, and Zipsor. The company was founded on August 7, 1995 and is headquartered in Lake Forest, IL.

Assertio Holdings Inc

Assertio Holdings is trending as investors react to the company's acquisition agreement with Garda Therapeutics, which includes an all-cash tender offer and a potential milestone-based CVR. The community is actively debating the valuation of the deal, with some shareholders expressing frustration over the offer price relative to assets and historical expectations, while others view it as a potential opportunity to capture value from a go-shop period or future competitive bids.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce shares are under intense scrutiny as a record-setting 25 billion dollar accelerated share repurchase program struggles to provide a meaningful lift, fueling skepticism about the stock's near-term recovery. The community remains deeply divided, with some investors betting on a significant long-term rebound driven by the buyback's impact on earnings per share, while others fear that the ongoing software sector selloff and aggressive competition from emerging AI agents are rendering legacy enterprise models obsolete.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimune Group is seeing significant volatility following the FDA's acceptance of their BLA resubmission for RP1, sparking intense community debate over whether this signals a genuine path to approval or a repeat of previous regulatory hurdles. Investors are actively analyzing the risk-reward profile, with many closely tracking insider trading activity and comparing the company's clinical data to other sector peers while debating the potential for a short squeeze or a sell-the-news event ahead of the upcoming PDUFA date.

Reactive Network is the first parallelized interoperability execution layer, utilising a new form of smart contract we call reactive smart contracts.   Reactive smart contracts are able to react to on-chain events autonomously and execute their own user defined logic to initiate new transactions. This allows a virtually limitless number of use cases to achieve fully decentralized on-chain automation.

Reactive Network

Reactive Network is trending as investors rally around the project's technological potential in on-chain automation and its upcoming milestones, including exchange listings and a shift in token utility. The community is actively discussing the stock as an undervalued asset, with many bullish participants comparing its current trajectory to early-stage growth stories while debating the impact of upcoming catalysts and broader market sentiment.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is garnering attention as investors pivot toward its core AWS re-acceleration and optimized retail hub model, viewing the company as a standout mega-cap with multiple levers for earnings strength. While geopolitical volatility in the Middle East has sparked concerns over operational security, the community remains actively focused on how Amazon's internal silicon and cloud infrastructure position it as a resilient leader amidst broader sector rotation and valuation debates.

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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

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