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Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is seeing significant discussion and extreme volatility after Novo Nordisk filed a patent infringement lawsuit over its compounded semaglutide products, which Hims has since ceased, with the community sharply divided between concerns over legal and regulatory risks and the belief that the stock is oversold with short-squeeze potential.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending as community excitement builds over impending EU approval for its Anktiva therapy and Saudi Arabia's expanding commitment to "all cancers" with IBRX, with many anticipating a significant short squeeze. Investors see the company as deeply undervalued, driven by its innovative immunotherapy's potential for widespread adoption in immune restoration and cancer treatment.

REGENXBIO, Inc. is a clinical-stage biotechnology company, which engages in the development, commercialization, and licensing of recombinant adeno-associated virus gene therapy. Its product candidates include the NAV Technology Platform, which consists of exclusive rights to novel adeno-associated viral vectors, and therapeutic programs such as RGX-314, RGX-202, RGX-121, RGX-111, RGX-181, and RGX-381. The company was founded by Kenneth T. Mills and James M. Wilson on July 16, 2008 and is headquartered in Rockville, MD.

Regenxbio Inc

Regenxbio is facing intense scrutiny and high volatility after a clinical hold was placed on its gene therapies, RGX-111 and RGX-121, due to a patient developing a brain tumor, leading to widespread community speculation about an impending Complete Response Letter for RGX-121's imminent PDUFA decision.

Kyndryl Holdings, Inc. is a technology services company, which engages in the provision of infrastructure services. It operates through the following segments: United States, Japan, Principal Markets, and Strategic Markets. The Principal Markets segment represents the aggregation of operations in Australia, New Zealand, Canada, France, Germany, India, Italy, Spain, Portugal, the United Kingdom, and Ireland. The company was founded on December 4, 2020 and is headquartered in New York, NY.

Kyndryl Holdings Inc

Kyndryl is trending after a sharp stock drop driven by a deteriorated financial outlook, unexpected leadership changes, a delayed filing, and an SEC probe into its accounting practices, leading to a community split between those seeing an oversold buying opportunity and others fearing significant financial irregularities.

monday.com Ltd. engages in the business of operating a cloud-based visual work operating system that consists of modular building blocks that can be easily used and assembled to create software applications and work management tools and serves as a connective layer to integrate with various digital tools across an organization. It operates through the following geographical segments: United States, EMEA, United Kingdom, and Rest of the World. The company was founded by Roy Mann, Eran Kampf, and Eran Zinman in 2012 and is headquartered in Tel Aviv, Israel.

Monday.Com Ltd

Monday.com Ltd

monday.com is experiencing a sharp decline after issuing weaker-than-expected guidance and withdrawing long-term targets, intensifying market fears that AI could disrupt its traditional software business model. The community is sharply divided, with some viewing the brutal sell-off as an overreaction given the company's strong cash position and enterprise growth, while others believe AI tools pose a significant threat to the SaaS sector.

ON Semiconductor Corp. engages in the provision of intelligent power and sensing solutions with a primary focus on automotive and industrial markets. It operates through the following segments: Power Solutions Group (PSG), Analog and Mixed-Signal Group (AMG), and Intelligent Sensing Group (ISG). The PSG segment offers discrete, module, and integrated semiconductor products that perform multiple application functions, including power switching, signal conditioning, and circuit protection. The AMG segment designs and develops analog, mixed-signal, power management integrated circuits, sensor interface devices, power conversion, signal chain, and voltage regulation devices. The ISG focuses on the design and development of complementary metal oxide semiconductor image sensors, image signal processors, single photon detectors, including silicon photomultipliers, single photon avalanche diode arrays, and short-wavelength infrared products, as well as actuator drivers for autofocus and image stabilization. The company was founded on July 4, 1999 and is headquartered in Scottsdale, AZ.

ON Semiconductor Corp.

ON Semiconductor is trending amidst divided community sentiment surrounding its recent or anticipated earnings, as investors debate whether growth in AI data center and silicon carbide can outweigh ongoing automotive sector weakness and margin pressures. The company's partnership with NVIDIA and a large share repurchase program are key discussion points fueling both bullish and bearish perspectives.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending following an 'Overweight' initiation and bullish price target from Morgan Stanley, amplifying the narrative around its strategic pivot to AI and high-performance computing data centers. The community is actively discussing the company's strong power infrastructure and key partnerships, like Google, positioning it favorably amidst booming demand for computing capacity, despite some noting its historical correlation with Bitcoin prices.

Amkor Technology, Inc. engages in the provision of outsourced semiconductor packaging and test services. Its services include design, package characterization, test, and wafer bumping services. The company was founded in 1968 and is headquartered in Tempe, AZ.

AMKOR Technology Inc.

AMKR is gaining significant attention for its central role in advanced semiconductor packaging, which is vital for the booming AI sector and enhanced by strategic collaborations with industry leaders like Apple, Nvidia, and TSMC. The community views the company as a key beneficiary of the U.S. manufacturing reshoring trend, anticipating substantial long-term growth as it expands its domestic capabilities.

Transocean Ltd. engages in the provision of offshore contract drilling services for oil and gas wells. It also owns and operates offshore drilling fleets such as ultra-deepwater, harsh environment, deepwater, and midwater rigs. The company was founded in 1953 and is headquartered in Steinhausen, Switzerland.

Transocean Ltd

Transocean ($RIG) is trending as the community reacts to its recent all-stock acquisition of Valaris ($VAL) for $5.8 billion, a deal many see as creating a premier offshore drilling leader poised to capitalize on an emerging multi-year upcycle, though some investors are debating the implications of the merger for share dilution and the combined company's future.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, Defense and New Markets. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The New Markets segment includes development, manufacture and sales of small modular reactors (SMRs) and new electrical power solutions. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

Rolls-Royce Holding PLC (ADR)

Rolls-Royce is experiencing strong bullish momentum driven by significant analyst upgrades and a new widebody aircraft order from Delta Air Lines. The community is eagerly anticipating robust upcoming earnings, with discussion focused on potential dividend increases, substantial share buybacks, and accelerating prospects in its small modular reactor (SMR) business for AI data centers and ongoing defense sector expansion.

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<ul class="summary-bullets"><li>According to analyst Matthew Hedberg, the broader expansion of AI applications strengthens the company’s position.</li><li>RBC Capital reiterated an ‘Outperform’ rating on the stock, with a price target of $265.</li><li>TD Cowen said that the company’s infrastructure, including the Cloudflare Tunnel, allows developers to safely connect locally run AI tools to the internet.</li></ul>RBC Capital said Cloudflare Inc.’s (NET) notable surge in stock price is driven by investor enthusiasm surrounding the growing demand for AI workloads, and added that emerging AI projects such as Anthropic’s Claude Code, Cowork, and the open-source Clawdbot are fueling interest in the company’s capabilities.The company is scheduled to report its fourth-quarter (Q4) earnings on February 10. Analysts expect a Q4 revenue of $591.36 million and earnings per share (EPS) of $0.27, according to Fsical AI data.&nbsp;<h2 class="st-heading-2">AI Growth And Cloudflare’s Role</h2>According to analyst Matthew Hedberg, while these specific AI initiatives are “not likely needle movers” for Cloudflare in the near term, the broader expansion of AI applications strengthens the company’s position, according to TheFly.&nbsp;&nbsp;Hedberg highlighted Cloudflare as a “Tier 1 AI winner,” citing opportunities in AI inference, the flexibility of its Workers platform, and the newly introduced pay-per-crawl model as key drivers of future growth.&nbsp;RBC Capital reiterated an ‘Outperform’ rating on the stock, with a price target of $265.&nbsp;<a href="https://stocktwits.com/symbol/NET">Cloudflare stock</a> traded over 13% higher on Tuesday morning. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory while message volume shifted to ‘extremely high’ from ‘normal’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_27_115151_png_43985c7f37.webp" alt="NET’s Sentiment Meter and Message Volume as of 11:00 a.m. ET on Jan. 27, 2026 | Source: Stocktwits" width="935" height="106"><figcaption>NET’s Sentiment Meter and Message Volume as of 11:00 a.m. ET on Jan. 27, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">TD Cowen Echoes View</h2>According to TD Cowen, the online buzz over Clawdbot over the weekend encouraged investors to link the momentum of AI tools to Cloudflare’s capabilities in supporting and securing AI agents.The firm added that the company’s infrastructure, including the Cloudflare Tunnel, allows developers to safely connect locally run AI tools to the internet without exposing sensitive servers.Cloudflare’s ability to combine secure connectivity with scalable infrastructure positions it as an important player for enterprises adopting AI across sectors such as software, automation, and robotics.NET stock has gained 70% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amazon-closes-fresh-grocery--go-stores-whole-foods-growth/cmyObsvR4Ln">Amazon Closes Its Fresh Grocery And Go Stores To Focus On Whole Foods Growth</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Cloudflare logo is seen displayed on a smartphone screen. 

RBC Flags Cloudflare As ‘Tier 1’ AI Beneficiary – Attributes Share Price Surge To Buzz Around Growing Demand For AI Workloads

Analyst Matthew Hedberg highlighted Cloudflare as a “Tier 1 AI winner,” citing its opportunities in AI inferencing and the flexibility of its Workers platform.

Equity

Analyst Matthew Hedberg highlighted Cloudflare as a “Tier 1 AI winner,” citing its opportunities in AI inferencing and the flexibility of its Workers platform.


Snowflake Stock Surges on Earnings Beat: ETFs in Focus 

Snowflake (SNOW) jumped 14% on strong Q2 results and raised guidance. The result can lift SNOW-heavy ETFs like SPYA, LRNZ and CLOU.

Samsara, Inc. (IOT), a connected operations platform provider,&nbsp;posted a fourth-quarter beat&nbsp;on Thursday, although revenue growth slowed&nbsp;sharply. The current quarter guidance came in below expectations, sending the stock lower in the after-hours session.The San Francisco, California-based company reported adjusted earnings per share (EPS) of $0.11 for the fourth quarter of the fiscal year 2025, up from the year-ago quarter’s $0.04 and bettering the Finchat-compiled consensus estimate of $0.07.Revenue jumped 25% year over year (YoY) to $346.3 million versus the $335.33-million consensus estimate.Both metrics exceeded the high-end of the guidance issued in early December but the topline growth decelerated notably from the previous quarter’s 36% growth.Annual recurring revenue (ARR), a key operational metric, jumped 33% to $1.46 billion. The growth marked a slight slowdown from the third quarter’s 35%.The non-GAAP gross and operating margins expanded YoY to 77% and 16%, respectively, from 75% and 5%.CEO Sanjit Biswas said, “Fiscal year 2025 was another year of durable and efficient growth.”He noted that the company grew its $100,000+ ARR customer count 36% YoY to 2,506.Samara expects first quarter adjusted EPS of $0.05 to $0.06 and revenue of $350 million to $352 million. Analysts, on average, estimate $0.05 and $351.31 million, respectively.The company initiated its fiscal year 2026 guidance of $0.32 to $0.34 in adjusted EPS, above the estimated $0.28, and $1.523 billion to $1.533 billion in revenue, aligning with the consensus of $1.528 billionOn Stocktwits, retail sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/IOT">Samsara stock</a> reversed to ‘extremely bullish’ (83/100) from the ‘bearish’ mood that prevailed a day ago. The message volume surged to ‘extremely high’ levels as trader chatter grew amid the earnings release.<figure class="image"><img style="aspect-ratio:627/137;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/iot_sentiment_b19971e1c3.png" alt="iot-sentiment.png" width="627" height="137"><figcaption>IOT sentiment and message volume March 6, as of 11:02 pm ET | Source:&nbsp;Stocktwits</figcaption></figure>A bullish watcher said the stock has a strong support at the $40 level despite dropping below the mark in the after-hours session.<stembedurl>https://stocktwits.com/romanempire1981/message/607125619</stembedurl>Samsara stock ended the after-hours session down 5.56% at $39.55. The stock is down over 4% year-to-date.For updates and corrections email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/helwlett-packard-enterprise-nosedives-on-2025-q1-results/cheptTWRbGe">Hewlett Packard Enterprise Nosedives On Mixed Q1, Weak Guidance: Retail Uses Dip To Accumulate ‘Value’ Stock</a>

In this photo illustration, the Samsara logo is displayed on a smartphone screen, with financial charts and stock market performance visible in the background, on March 3, 2025, in Chongqing, China.

Samsara’s Q4 Revenue Growth Slowdown, Weak Q1 Guidance Send Stock Sharply Lower After-Hours: Retail Mood Turns Buoyant

The top- and bottom-line results exceeded the high end of the guidance issued in early December, but the topline growth decelerated notably from the previous quarter’s 36% growth.

Elevation Series Trust - TrueShares Technology, AI & Deep Learning ETF

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