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Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is trending as investors anticipate potential catalysts from the upcoming earnings call, with community chatter focused on a possible buyout or partnership announcement, especially with AstraZeneca, given their aligned earnings release date and recent facilities transaction. Some traders are positioning for a short squeeze due to high short interest and a decrease in available shares to borrow, while others express skepticism and frustration with management's past performance. The broader context involves speculation around the future of COVID-19 vaccines and Novavax's role in the evolving market.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is trending amid excitement surrounding a new partnership with Perplexity AI, which includes a $400 million deal and integration of AI search into Snapchat. The community is discussing the potential for this deal, combined with a stock buyback program, to signal a turnaround and re-rate the stock, especially given Snap's large user base and AI initiatives. Some traders are anticipating a short squeeze and upgrades from analysts.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

CELH is trending as investors anticipate upcoming earnings, with many expecting a positive report driven by strong growth and the Alani Nu acquisition. The community is actively discussing potential price targets and whether the stock will experience a post-earnings surge, while also debating the impact of potential market manipulation. Sentiment remains largely bullish, with some viewing any dips as buying opportunities ahead of earnings.

Avantis is the largest RWA perps DEX in DeFi, built on and backed by Base. Avantis allows users to trade crypto and real-world assets (RWAs), including FX, commodities, indices, and equities. Backed by Pantera and Coinbase, Avantis is the largest DEX on Base by volumes, and brings institutional-grade products to DeFi, letting users trade with up to 500x leverage in a transparent, permissionless environment.  Avantis is best known for launching zero-fee perpetuals (ZFP) — a first-of-its-kind primitive where traders only pay fees if they profit. They've also brought leveraged RWAs onchain. This has driven explosive growth: over $20B+ in cumulative volume and 15M+ run-rate revenues since Febrruary 2024.

Avantis

Avantis ($AVNT) is trending as the community debates its potential amid discussions of buybacks and token unlocks scheduled for February. Some investors express concerns about competitor influence, particularly from $BNB and $ASTER, while others champion $AVNT as a Coinbase-backed project with a live buyback dashboard and locked developer tokens. Traders are watching key price levels, anticipating volatility and potential for a short squeeze.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingo ($DUOL) is trending due to a significant after-hours drop following its earnings release, despite reporting a revenue and EPS beat. Community chatter revolves around the disappointing forward guidance and concerns about future growth, leading to debates about valuation and the potential impact of AI on its business model. Some investors view the dip as a buying opportunity, while others express caution amid analyst downgrades.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid is trending as the EV maker announced partnerships with both Uber and Nvidia, generating bullish sentiment. The community is discussing the potential for Lucid to achieve Level 4 autonomous driving and the possibility of a short squeeze. Despite the positive news, concerns remain around profitability, upcoming earnings, and potential dilution.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

GRRR is trending as investors discuss the company's potential in AI-driven infrastructure and smart city solutions, fueled by significant contracts and growing institutional confidence. Community members highlight the favorable risk-reward asymmetry and upcoming earnings as potential catalysts. Some traders express frustration with recent price action, while others remain optimistic about the long-term prospects and potential acquisition.

$SWEAT is the beating heart of the Movement Economy—a groundbreaking token that transforms physical activity into real-world value. Minted through movement, $SWEAT rewards your steps with a crypto asset that you can earn, trade, or grow. The team states that their app has increased their users’ physical activity by an average of 20%, creating a healthier society and reducing burdens on global healthcare systems. With over 20 million holders, SWEAT is eliminating barriers and making Web3 accessible to everyone, one step at a time.

Sweat Economy

Sweat Economy is trending as the community anticipates a potential breakout, emphasizing its long-term potential. Many users are highlighting the ability to earn crypto through walking and staking, though others are wary of the token's price action. Community members are also excited about the US launch of Sweat Wallet.

Figma, Inc. is an AI-powered design platform that enables seamless collaboration across the entire product development lifecycle. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is trending as investors assess the impact of recent earnings and guidance, with debates focusing on long-term profitability and growth potential. Community members are weighing the company's AI integration and potential for a short squeeze against concerns about valuation and lock-up periods. The stock's performance relative to peers and broader market trends is also a key talking point.

SSgA Active Trust - Financial Select Sector SPDR

Financial Select Sector SPDR Fund

XLF is trending amid discussions about potential breakouts and pullbacks, as well as reaction to bank stress test results. Community members are actively trading options, with bullish and bearish sentiment around the fund's next move. Economic indicators and sector rotation are also influencing conversations around XLF.

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Starbucks Corp. shares fell for a second consecutive session on Thursday but edged up after hours, with retail traders remaining largely optimistic about the coffee chain's turnaround under new CEO Brian Niccol.There could be more upside heading into Friday, as a Reuters&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/china/starbucks-china-valued-about-5-billion-by-bidders-sources-say-2025-09-05/">report</a>, citing two people familiar with the matter, stated that Starbucks' China operations have attracted multiple bidders, valuing the business at up to $5 billion. A deal would help the company monetize a stake in its second-largest market, where it faces sluggish economic growth and fierce competition from local brands.Bloomberg previously&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/Starbucks-china-operations-jd-tencent-kkr-among-potential-investors/chr3YU9RdGt">reported</a> that Starbucks had shortlisted about a dozen firms, including private equity giants Carlyle and KKR, to bid for a potential investment or partnership in China. Starbucks has not publicly commented on the reports.Despite being the U.S. chain's key growth market, China has seen Starbucks lose ground to rivals like&nbsp;<a href="https://stocktwits.com/symbol/LKNCY">Luckin Coffee</a> (LKNCY) and Cotti Coffee, both of which have grown rapidly with cheaper offerings and frequent product launches.On Thursday, Macquarie analyst Linda Huang initiated coverage of Luckin with an 'Outperform' rating and a $52 price target, citing China's coffee boom as per-capita consumption rises.&nbsp;Luckin has already surpassed Starbucks as China's largest coffee chain, operating 26,000 stores as of mid-2025, and is expected to post annual net profit growth of at least 20%, according to Huang.Valuations reflect the divergence:&nbsp;<a href="https://stocktwits.com/symbol/SBUX">Starbucks</a> trades at a forward P/E of 34.8x compared with Luckin's 17x. U.S.-listed shares of Luckin have gained more than 44% this year, while Starbucks shares have slipped by over 4.5%, according to Koyfin.On Stocktwits, sentiment has been contrarian: Starbucks retains a largely ‘bullish’ retail following, while investors remain mostly ‘bearish’ on Luckin.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-warns-of-substantial-chip-tariffs-on-foreign-firms/chw4yVVRdpI">Trump Warns Of ‘Substantial’ Chip Tariffs On Foreign Firms, Says Apple CEO Tim Cook ‘In Pretty Good Shape’</a>

The Starbucks logo on a white column at the 3rd China International Supply Chain Expo. (Photo by Sheldon Cooper/SOPA Images/LightRocket via Getty Images)

Starbucks Said To Have Landed $5B Valuation For China Business Amid Intense Battle With Luckin Coffee

Luckin has already surpassed Starbucks as China's largest coffee chain, operating 26,000 stores as of mid-2025, and is expected to post annual net profit growth of at least 20%, according to an analyst.

Equity

Starbucks has shortlisted a dozen firms, including private equity and technology companies, to bid for a potential investment or partnership for the coffee chain's China operations, Bloomberg News reported on Friday.The <a href="https://stocktwits.com/symbol/SBUX">report</a>, which cited people familiar with the situation, named Boyu Capital, Carlyle Group, EQT AB, FountainVest Partners, KKR, Hillhouse Investment, and Primavera Capital, as well as Chinese tech giants JD.com (JD) and Tencent Holdings (TCEHY).The shortlisted firms will be given access to the coffee chain's China financials,&nbsp;allowing them to&nbsp;evaluate and prepare bids in the coming months.On Stocktwits, the retail sentiment for the company's shares was 'extremely bullish' as of the last reading.&nbsp;<a href="https://stocktwits.com/symbol/SBUX">SBUX shares</a> are down 2.3% year-to-date.For months, Starbucks has been evaluating options for its China business, which include a partial or complete stake sale,&nbsp;as well as a financial and&nbsp;operational partnership with a local firm.Some earlier reports valued the business at up to $10 billion, though analysts have called that figure overstated.China is the second-largest market for the U.S. coffee chain. Still, Starbucks has recently lagged behind local chains like Luckin Coffee (LKNCY) and Cotti Coffee, which have boomed with much cheaper alternatives and frequent product launches. Starbucks has responded by lowering prices and offerings such as fruit teas and sugar-free options on its China menus.The process comes amid significant weakness in the business and a company-wide turnaround effort. In recent years, inflation-weary consumers have&nbsp;shied away from Starbucks coffee and food, amid a broader&nbsp;trend of cutting back on&nbsp;dining out.Since CEO Brian Niccol took over in September last year,&nbsp;Starbucks has been cutting costs, boosting staffing at U.S. stores, and refreshing its menu and cafe designs.In the last quarter, Starbucks' global same-store sales&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/starbucks-q3-print-largely-disappoints-even-as-ceo-pitches-a-wave-of-innovation-in-2026-retail-isnt-convinced-yet/choQVrgR5yr">dropped</a> at a more-than-expected 2% rate, deaccelerating for the sixth straight quarter, although comparable sales rebounded in the Chinese market.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/uniqlo-adidas-latest-to-warn-us-price-hikes-as-trump-slaps-tariffs-on-asian-manufacturing-hubs/chr3FPXRdGV">Uniqlo, Adidas Latest To Warn US Price Hikes As Trump Slaps Tariffs On Asian Manufacturing Hubs</a>

Starbucks is also updating the dress code for its baristas

Starbucks China Operations: JD, Tencent, KKR Among Potential Investors To Submit Bids - Report

The U.S. coffee chain’s China deal may include a partial or complete stake sale, or a financial and operational partnership with a local firm.

Could China’s Luckin Coffee rival Starbucks in the U.S.? Bernstein weighs in

Investing.com - Luckin Coffee has rapidly grown in recent years, particularly in its home market of China, where the chain has moved to entice customers with cheaper prices and speedy digital payments.

Starbucks is&nbsp;considering a partial or full sale of its China business, with a recent news report&nbsp;suggesting that it could be <a href="https://stocktwits.com/news-articles/markets/equity/starbucks-china-bidding-heats-up-coffee-giant-reportedly-weighs-offers-for-controlling-stake/chFUo7vR5Lf">valued at</a> up to $10 billion. However, analysts caution that&nbsp;this may be an ambitious figure, given the rising competition in the Chinese market and waning consumer interest in Starbucks cafes."This may be overvaluing the business and not placing enough weight on how competitive China's coffee market is, or how much Starbucks is currently struggling to create a clear identity in the market," Ben Cavender, managing director of China Market Research Group,&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/07/10/why-investors-think-starbucks-china-business-may-be-overvalued.html">told CNBC</a> on Thursday.Starbucks is engaged in talks with potential investors, and a bidding process is underway. The plan to&nbsp;explore strategic options for the China business&nbsp;began as early as late last year,&nbsp;according to media reports, and now Starbucks may be considering a complete sale, rather than its earlier plan to bring in a minority investor."We expect $10B would need to reflect the buyer's view that there is room to quickly recoup sales lost during COVID," or improve its profitability, analysts at Citi said in a note Thursday.TD Cowen said a valuation range of $2.6 billion to $4.7 billion is "more realistic."Starbucks, which opened its first cafe in China in 1999, has faced increasing competition from lower-priced local rivals, such as Luckin and Cotti, in recent years. Globally, the company is also navigating headwinds as consumers pull back on discretionary spending due to frail economic conditions in several places.Starbucks' revenue from China has declined from $3.7 billion in 2021 to $3 billion in the previous year, despite opening hundreds of new stores. Last month, Starbucks cut prices on some of its beverages in China.On Stocktwits, the retail sentiment for the coffee chain's stock remained 'bullish,' unchanged from a week ago.&nbsp;<a href="https://stocktwits.com/symbol/SBUX">SBUX shares</a> have gained 4% year-to-date.<figure class="image"><img style="aspect-ratio:594/71;" src="https://news.stocktwits-cdn.com/Screenshot_2025_07_11_at_11_35_39_AM_png_294d1b2c55.webp" alt="Screenshot 2025-07-11 at 11.35.39 AM.png" width="594" height="71"><figcaption>SBUX sentiment and message volume as of July 10 | Source: Stocktwits</figcaption></figure>"Consumers are rejecting their products at current prices," and Starbucks will need to cut prices, one user said.<stembedurl>https://stocktwits.com/edemilla/message/620547617</stembedurl>The plan for the China business is part of a business revival strategy under Brian&nbsp;Niccol, who took over as&nbsp;Starbucks CEO in October last year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/nike-replaces-converse-chief-to-revive-iconic-canvas-sneaker-brand/ch8Ty9ZR5lQ">Nike Replaces Converse Chief To Revive Iconic Canvas Sneaker Brand</a>

Pedestrians walk past a Starbucks Coffee store on May 20, 2025 in Chongqing, China. (Photo by Cheng Xin/Getty Images)

Is Starbucks China Really Worth $10B? Why Analysts Feel Rumored Valuation Is A Bit Too Rich

Investment advisor TD Cowen said a valuation range of $2.6 billion to $4.7 billion is "more realistic."

China-based coffee chain Luckin Coffee is back on retail’s radar after opening its first U.S. stores in New York City. The fundamental news helped spark a breakout to multi-year highs in the stock, and Stocktwits Sentiment implies retail is betting on even higher prices ahead.<a target="_blank" rel="noopener noreferrer nofollow" href="https://stocktwits.onelink.me/NjIT/e7ym059n">Stocktwits Sentiment</a> and Message Volume have been rising steadily since mid-May, before prices began to move higher. Now, sentiment is at its highest level of the year, sitting firmly in ‘Extremely Bullish’ territory as the stock picks up steam.<figure class="image"><img style="aspect-ratio:644/525;" src="https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/759e2999-bb73-4d67-9438-d5b6e9526d66/Luckin_Coffee_Stocktwits_Chart.png?t=1751404397" width="644" height="525" alt="Luckin Coffee Stocktwits Sentiment &amp; Activity Meter"><figcaption>Source: Stocktwits.com</figcaption></figure>This social signal appears to confirm the stock’s breakout to nearly five-year highs. Shares are now firmly above their 2024 weekly closing highs, near $35.80, and appear to be targeting the $50 all-time highs achieved just before the pandemic. These factors will likely keep the stock at the top of the Stocktwits trending list this week.<figure class="image"><img style="aspect-ratio:1292/716;" src="https://beehiiv-images-production.s3.amazonaws.com/uploads/asset/file/9b2ca322-e0e1-4c7a-8631-fa90dbf7f478/image.png?t=1751403929" width="1292" height="716" alt="Luckin Coffee 5-Year Stock Chart"><figcaption>Source: TradingView.com</figcaption></figure>Add <a href="https://stocktwits.com/symbol/LKNCY">$LKNCY</a> to your watchlist to monitor this setup. More importantly, to source these trade ideas yourself, <a target="_blank" rel="noopener noreferrer nofollow" href="https://stocktwits.onelink.me/NjIT/e7ym059n">subscribe to Stocktwits Edge</a> to unlock all the historical sentiment data for equities and crypto.Find your next trade idea with Stocktwits Edge — <a target="_blank" rel="noopener noreferrer nofollow" href="https://stocktwits.onelink.me/NjIT/e7ym059n">subscribe now.</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

An illustration photo shows the Luckin Coffee LOGO displayed on a smartphone with the American flag in the background in Chongqing, China on July 1, 2025. (Photo credit CFOTO/Future Publishing via Getty Images)

Retail Is Charged Up About Luckin Coffee ($LKNCY)

China-based coffee chain Luckin Coffee opened its first U.S. stores in New York City, sparking a fresh breakout. Stocktwits Sentiment implies retail is betting on even higher prices ahead.

Chinese coffee chains Luckin Coffee (LKNCY) and Cotti are stepping up their U.S. push, luring consumers with low prices and inventive offerings, posing a growing challenge to local players, especially Starbucks (SBUX).Luckin, China’s largest coffee chain, is set to open a location in Manhattan, while Cotti’s has recently opened outlets in both Brooklyn and Manhattan, according to a CNBC report.Inflation, tech layoffs, and shifting U.S. trade policies have created economic uncertainty, leading consumers to scale back on discretionary spending.&nbsp;That’s weighing on Starbucks, which has pledged to revamp its store experience and boost efficiency in ordering and service.Luckin is known for its innovative beverages, including coffee and bubble tea hybrids&nbsp;and alcohol-infused lattes. The company launched 119 different items in 2024 alone.According to the CNBC report, Luckin co-founder Guo Jinyi said in April that the company plans to “adopt flexible, locally tailored models” to expand overseas steadily.Luckin was listed in the U.S. from 2019 to 2020, during which it confirmed that the company fabricated revenue of $300 million.Cotti&nbsp;Coffee was founded in 2022 by former Luckin executives who were ousted during the scandal. Since then, it has expanded its footprint from Southeast Asia to Dubai and California.From electric vehicle makers to food delivery platforms, large-scale Chinese companies often follow a familiar strategy of fast growth through rapid cash burn and expansion.Despite tensions between Washington and Beijing, Gen-Z and younger Americans perceive China differently&nbsp;from older generations, who may associate Chinese products with lower quality, according to an&nbsp;expert’s comment in the CNBC report.<a href="https://stocktwits.com/symbol/LKNCY">LKNCY over-the-counter U.S. shares</a> were up 42% year-to-date, while&nbsp;<a href="https://stocktwits.com/symbol/SBUX">SBUX shares</a> are nearly flat.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

A take-out paper bag in a Luckin Coffee store. (Photo by Zhang Peng/LightRocket via Getty Images)

Low‑Cost Chinese Coffee Chains Luckin And Cotti Target US Market, Raising Stakes For Starbucks

From electric vehicle makers to food delivery platforms, large-scale Chinese companies often follow a familiar fast-growth strategy through rapid cash burn and expansion.

ADR shares of Luckin Coffee ($LKNCY) rose 2.57% on Friday as reports surfaced about the company’s plans to expand into Malaysia, lifting retail sentiment.According to media reports, Luckin Coffee opened its first two stores in Malaysia as part of a ‘soft opening’ in collaboration with Hextar Industries Berhad.Sentiment on Stocktwits improved to ‘neutral’ from ‘bearish’ a week ago. Message volumes were in the ‘normal’ zone compared to ‘low’ in the same period.&nbsp;<figure class="image"><img style="aspect-ratio:1286/296;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2025_01_27_at_3_01_09_PM_53d2e28b5c.png" alt="Screenshot 2025-01-27 at 3.01.09 PM.png" width="1286" height="296"><figcaption>LKNCY sentiment meter and message volumes on Jan 27 as of 4:30 am ET</figcaption></figure>The new outlets in Malaysia will reportedly serve as pilots paving the way for a large expansion – up to 200 stores over the next three years. The first few Malaysia outlets are reportedly located at Sunway Pyramid and Menara EcoWorld in Kuala Lumpur and are set to open by the end of January.Luckin has grown at a rapid clip in China, giving competition to Starbucks there with more outlets than the latter. Luckin had <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.worldcoffeeportal.com/Latest/News/2024/July/Luckin-Coffee-reaches-20,000-store-milestone-with">opened </a>more than 20,000 outlets as of July 2024. &nbsp;The coffee chain may see more investor attention as Starbucks and other US coffee chains are subject to escalating trade tensions between the US and Colombia. Trump recently slapped 25% retaliatory tariffs on Colombia's imports among other measures, according to media reports.Many Stocktwits users were upbeat on Luckin Coffee amid the tariffs.<stembedurl>https://stocktwits.com/BetterBehave/message/601545816</stembedurl><stembedurl>https://stocktwits.com/Shaffin786/message/601564395</stembedurl>For its fourth-quarter, Luckin is expected to report earnings per share of $0.02 on revenues of $1.34 billion, according to Stocktwits data. <a href="https://stocktwits.com/symbol/LKNCY">Luckin Coffee stock</a> is up 7.09% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Luckin Coffee Stock Rises On Expansion Plans: Retail Sentiment Brightens

 Sentiment on Stocktwits improved to ‘neutral’ from ‘bearish’ a week ago

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.

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