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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 trending as investors keenly await the outcome of a contentious city council vote in Independence, Missouri, regarding a crucial data center tax abatement, while simultaneously grappling with broader market pressure stemming from a competitor's recent disappointing earnings report.

Battalion Oil Corp. engages in the acquisition, production, exploration, and development of liquids-rich oil and natural gas assets in the Delaware Basin. The company was founded in 1987 and is headquartered in Houston, TX.

Battalion Oil Corp - Ordinary Shares (New)

Battalion Oil Corp. is trending sharply upward as escalating geopolitical tensions in the Middle East drive a surge in oil prices and concerns over the Strait of Hormuz. The community is heavily focused on a potential massive short squeeze, citing the stock's low float and extremely high cost to borrow.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is actively discussed as NVIDIA's increased emphasis on optical interconnects validates the photonics sector, while a disclosed institutional stake and recent company updates detailing upcoming larger customer engagements for AI solutions amplify bullish sentiment.

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

Gorilla Technology Group is trending as its full-year 2025 financial results reveal record revenue and substantial profitability improvements, igniting community debate over the stock's undervaluation compared to its expanding AI infrastructure pipeline, while many accuse shorts of actively suppressing the price despite strong fundamentals.

AeroVironment, Inc. engages in the design, development, and production of multi-domain robotic systems and related services for government agencies and businesses. It operates through the following business segments: UnCrewed Systems, Loitering Munitions Systems, and MacCready Work. The UnCrewed Systems segment focuses primarily on small UAS products designed to operate reliably at lower altitudes in a wide range of environmental conditions. The Loitering Munitions Systems segment focuses primarily on tube-launched aircraft that deploy with the push of a button, fly at higher speeds than small UAS products, and perform either effects delivery or reconnaissance missions, and related support services including training, spare parts, product repair, and product replacement. The MacCready Works segment focuses on customer-funded research and development in the areas of HAPS, robotics, sensors, software analytics, data intelligence, and connectivity. The company was founded by Paul B. MacCready, Jr. in July 1971 and is headquartered in Arlington, VA.

AeroVironment Inc.

AeroVironment Inc. (AVAV) is sharply lower after a Raymond James downgrade, citing recompetition for a key Space Force contract, triggered a massive intraday sell-off and intensified community debate over market manipulation.

MongoDB, Inc. engages in the development and provision of a general-purpose database platform. The firm's products include MongoDB Enterprise Advanced, MongoDB Atlas, and Community Server. It also offers professional services including consulting and training. The company was founded by Eliot Horowitz, Dwight A. Merriman, Kevin P. Ryan, and Geir Magnusson Jr. in November 2007 and is headquartered in New York, NY.

MongoDB Inc - Ordinary Shares - Class A

MongoDB Inc

MongoDB is trending following a sharp decline in its share price after reporting strong quarterly results but providing weaker-than-anticipated Q1 guidance and announcing key leadership departures. This has sparked a divided community discussion, with some viewing the drop as an overreaction and a buying opportunity, while others anticipate further downside due to concerns over growth deceleration and the evolving impact of AI.

nLIGHT, Inc. engages in the provision of semiconductor and fiber lasers for aerospace and defense, industrial, and microfabrication applications. It operates through the Laser Products and Advanced Development segments. The Laser Products segment designs, manufactures, and sells a range of semiconductor lasers and fiber lasers that are typically integrated into laser systems or manufacturing tools built by customers. The Advanced Development segment focuses on research, design, and prototyping of next-generation laser technologies, leveraging expertise in laser technology, development, beam control, and advanced optics. The company was founded by Scott H. Keeney, Mark DeVito, and Jason Farmer in June 2000 and is headquartered in Camas, WA.

nLIGHT Inc

nLIGHT (LASR) is trending as its high-energy laser technology gains significant attention, validated by the effectiveness of systems like Israel's Iron Beam in recent conflicts. The community is buzzing with speculation about substantial new defense contracts, including the potential 'Golden Dome' project, fueling a strong bullish outlook on the company's strategic pivot to aerospace and defense.

Indonesia Energy Corp. Ltd. operates as an oil and gas, exploration, and production company. It engages in oil and gas assets portfolio with a mix between medium-sized producing blocks and exploration blocks with significant resources. Its portfolio includes Kruh, Citarum, and Rangkas Area. The company was founded by James J. Huang and Wirawan Jusuf in 2014 and is headquartered in Jakarta, Indonesia.

Indonesia Energy Corp Ltd

Indonesia Energy Corp Ltd is trending with high volume and price appreciation due to escalating Middle East tensions, including threats to the Strait of Hormuz and attacks on regional energy infrastructure, leading the community to speculate on its continued upside compared to other oil plays.

Dave, Inc. is a digital banking service. Its products include a budgeting tool to help members manage their upcoming bills to avoid overspending, cash advances through its flagship ExtraCash product to help members avoid punitive overdraft fees, a Side Hustle product, where Dave helps connect members with supplemental work opportunities, and Dave Banking, a modern checking account experience with valuable tools for building long-term financial health. The company was founded by Jason Wilk, Paras Chitrakar, and John Wolanin in October 2015 and is headquartered in Los Angeles, CA.

Dave Inc - Ordinary Shares - Class A

Dave Inc. is trending following its strong Q4/FY25 earnings report, which highlighted robust revenue growth and increased profitability, exciting the community with ambitious 2026 guidance and a significant boost to its share repurchase program, fueling discussions about its current undervaluation and potential for a substantial re-rating.

Carpenter Technology Corp. engages in the manufacturing, fabrication, and distribution of specialty metals. It operates through the Specialty Alloys Operations and Performance Engineered Products segments. The Specialty Alloys Operations segment is composed of its major premium alloy and stainless-steel manufacturing operations. The Performance Engineered Products segment includes the Dynamet titanium, Carpenter Additive, and the Latrobe and Mexico distribution businesses. The company was founded by James Carpenter in 1889 and is headquartered in Philadelphia, PA.

Carpenter Technology Corp.

Carpenter Technology (CRS) is trending amid strong earnings and increased guidance, driven by robust demand for its high-spec alloys across aerospace, defense, medical, energy, and AI data center markets. The community sees it as a "Fortress America" stock, actively discussing its undervaluation, potential for a stock split or acquisition, and strong fundamentals propelling new highs, despite some skepticism about its current valuation.

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<ul class="summary-bullets"><li>Pajjuri said that the sustainability of Anthropic’s demand beyond the first half of FY27 looks less clear, given the AI lab’s agreement with Nvidia and Microsoft.</li><li>On the earnings front, RBC Capital expects Broadcom to report a beat, backed by strong TPU and networking demand, ahead of its Q1 earnings due on March 4.</li><li>The analyst also said that the competition from Taiwanese semiconductor company MediaTek was not overly concerning.</li></ul>Shares of Broadcom Inc. garnered Wall Street attention ahead of the company’s first-quarter (Q1) 2026 earnings results due on March 4. RBC Capital lowered its price target on Broadcom, citing concerns over the lack of visibility into its customer Anthropic’s demand.RBC Capital analyst Srini Pajjuri lowered the price target on Broadcom (AVGO) to $340 from $370 and maintained a ‘Sector Perform’ rating on its shares.<a href="https://stocktwits.com/symbol/AVGO">AVGO stock</a> was down 1.7% at the time of writing.<h2 class="st-heading-2">Analyst Rationale</h2>RBC Capital’s Pajjuri said that the sustainability of Anthropic’s demand beyond the first half of FY27 looks less clear, given the AI lab’s agreement with Nvidia Corp. (NVDA) and Microsoft Corp. (MSFT).In Dec. 2025, Broadcom CEO Hock Tan <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/12/11/broadcom-reveals-its-mystery-10-billion-customer-is-anthropic.html">said</a> at the fourth-quarter (Q4) earnings call that the company had signed Anthropic as a customer, which had placed a $10 billion order for Google’s tensor processing units, with an additional order of $11 billion for the subsequent order.Meanwhile, Anthropic also <a href="https://stocktwits.com/news-articles/markets/equity/anthropic-commits-30-billion-to-expand-azure-capacity-nvidia-microsoft-to-invest/cLPV4IvRE7t">committed</a> to purchasing $30 billion of Azure compute capacity for up to one gigawatt, powered by NVIDIA Grace Blackwell and Vera Rubin systems.On the earnings front, RBC Capital expects Broadcom to report a beat, backed by strong TPU and networking demand. The analyst also said that the competition from Taiwanese semiconductor company MediaTek was not overly concerning.<h2 class="st-heading-2">Earnings Expectations</h2>For Q1, Wall Street expects Broadcom to report revenue of $19.1 billion, a 22.4% increase from the same period last year. Meanwhile, the company is expected to post earnings per share of $2.02, compared to $1.6 in the same period of 2025.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around AVGO shares jumped to ‘extremely bullish’ from ‘bullish’ territory over the past 24 hours, amid ‘high’ message volumes.One bullish user said they expect AI revenue to double, calling the shares ‘undervalued.’<stembedurl>https://stocktwits.com/Roar01/message/646293451</stembedurl>&nbsp;Shares of AVGO have risen more than 67% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com

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

Broadcom Price Target Lowered Amid Anthropic Demand Uncertainty

RBC Capital analyst Srini Pajjuri lowered the price target on Broadcom to $340 from $370 and maintained a ‘Sector Perform’ rating on its shares.

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Microsoft's (MSFT) "Outperform" Rating Reaffirmed at Royal Bank Of Canada

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Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

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Traders are closely monitoring the impact of OpenAI's controversial Pentagon deals and Anthropic's ban, sparking debates over Microsoft's AI strategy and potential "Cancel ChatGPT" movements.

The stock is locked in a fierce battle around the $400 mark, with bulls aiming to break resistance and bears predicting rejection, highlighting strong disagreement on immediate price direction.

Frustration is mounting over volatile price swings and sudden drops observed after-hours and in pre-market, leading many to suspect algorithmic manipulation against individual investors.

Investors are evaluating Microsoft's resilience amidst escalating geopolitical tensions, with some calling it a "safe name" during conflicts while others fear broader market impacts and potential disruption to overseas operations.

Bullish predictions range from $420 this week to $1000 in two years, contrasting sharply with bearish forecasts of a dive to $300 or even lower by April, reflecting highly divided long-term outlooks.

Fiscal Period	Estimated	Reported	Surprise	Result
Q3 '26	$4.05	--	--	N/A
Q2 '26	$3.91	$4.14	6.00%	BEAT
Q1 '26	$3.67	$4.13	12.58%	BEAT
Q4 '25	$3.37	$3.65	8.16%	BEAT
Q3 '25	$3.22	$3.46	7.38%	BEAT

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