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Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian is trending after an earnings beat and an upbeat 2026 delivery outlook, particularly for its R2 SUV, fueling community speculation about a short squeeze and its potential as a formidable contender in the evolving EV market.

Corsair Gaming, Inc. designs and supplies hardware components for personal computers. It operates through the Gamer and Creator Peripherals, and Gaming Components and Systems segments. The Gamer and Creator Peripherals segment offers gaming keyboards, mice, headsets, controllers, and gaming gear including capture cards, Stream Decks, USB microphones, studio accessories, and EpocCam software, as well as coaching and training services. The Gaming Components and Systems segment focuses on creating power supply units, or PSUs, cooling solutions, computer cases, DRAM modules, prebuilt, and custom-built gaming PCs. The company was founded by Andrew J. Paul in 1994 and is headquartered in Milpitas, CA.

Corsair Gaming Inc

Corsair Gaming (CRSR) is trending following a strong Q4 earnings beat and a new $50 million share repurchase program, sparking community debate about a potential short squeeze and its long-term value as a turnaround in the PC gaming and AI hardware sector.

Dutch Bros, Inc. engages in operating and franchising drive-thru shops that focus on handcrafted beverages. It operates through the Company-Operated Shops, and Franchising and Other segments. The Company-Operated Shops segment consists of coffee shop sales to customers. The Franchising and Other segment is involved in bean and product sales to franchisees and includes the initial franchise fees, royalties, and marketing fees. The company was founded by Travis Boersma and Dane Boersma in 1992 and is headquartered in Tempe, AZ.

Dutch Bros Inc - Ordinary Shares - Class A

Dutch Bros Inc

Dutch Bros is trending following its Q4 earnings report, which showed strong revenue and EPS beats driven by sales and transaction growth. Despite initial enthusiasm and upcoming S&P 400 inclusion, the stock experienced a significant pullback, sparking community debate over its high valuation versus its ongoing expansion and customer loyalty.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk (SNDK) is trending due to robust earnings and upbeat guidance from its key partner Kioxia, reinforcing the narrative of persistent supply shortages and booming demand for memory chips driven by AI. This has ignited a fierce debate among the community, with bulls celebrating potential short squeezes amid parabolic gains, while bears warn of extreme overvaluation and an inevitable crash.

Pinterest, Inc. engages in the operation of a pinboard-style photo-sharing website. It allows users to create and manage theme-based image collections such as events, interests, and hobbies. The company was founded by Benjamin Silbermann, Paul C. Sciarra, and Evan Sharp in October 2008 and is headquartered in San Francisco, CA.

Pinterest Inc - Ordinary Shares - Class A

Pinterest Inc

Pinterest plunged following a mixed earnings report that missed revenue and adjusted EPS estimates, compounded by weak forward guidance largely attributed to large retailers pulling back on advertising spend. The community is sharply divided, with many investors citing the company's strong user growth, significant cash flow, and debt-free balance sheet as an overreaction and deep value buying opportunity, while others anticipate further declines amid intensified competition and management challenges.

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 is capturing significant attention after its all-stock acquisition of Valaris, a deal the community believes creates an offshore drilling powerhouse poised for a multi-year upcycle, intensified by new contract awards and strong short squeeze potential.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is surging amid intense community debate, defying expectations after weaker financial results, with many discussing a significant short squeeze versus a potential bull trap. Sentiment is also influenced by its CEO's notable share sales and the broader performance of Bitcoin.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is trending on robust earnings and an optimistic outlook, driven by surging demand for AI chips and memory, which has spurred numerous analyst upgrades. While many in the community are bullish on its semiconductor equipment leadership amidst the AI supercycle, some anticipate a pullback following the initial post-earnings surge.

Zama is an open source cryptography company that builds state-of-the-art Fully Homomorphic Encryption (FHE) solutions for blockchain.

Zama

Zama is trending amidst its Binance spot listing and ongoing Bitget launchpool, fueling significant community discussion that is polarized by allegations of founder misconduct and recent price volatility.

BUUU Group Ltd. is a holding company, which operates through its subsidiaries, BU Creation and BU Workshop. Its subsidiaries engage in design, planning and production of face-to-face events, immersive environments and brand-based experiences for clients and venues, including event organizers, consumer brand marketers and retail shopping centers. The company was founded in 2017 and is headquartered in Hong Kong.

BUUU Group Ltd. - Ordinary Shares - Class A

BUUU Group Ltd

BUUU Group Ltd is trending due to extreme volatility and multiple trading halts, driven by speculation around its low-float, Hong Kong IPO status, and comparisons to other recent parabolic runners. The community is actively debating its potential for a massive short squeeze versus warnings of a high-risk pump-and-dump.

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<ul class="summary-bullets"><li>The company said that ORNL has been awarded funding under the U.S. Department of Energy’s GAIN initiative to collaborate with NuScale in this research program.</li><li>This award is a part of the first round of GAIN funding vouchers awarded in fiscal year 2026, NuScale added.</li><li>NuScale stated that the study with ORNL will evaluate ways to reduce fuel costs across multiple and single reactors.</li></ul>Shares of NuScale Power Corp. (SMR) gained more than 6% in Thursday’s opening trade after the company announced a new partnership to explore the use of AI in managing nuclear fuel.NuScale announced that it will team up with the Oak Ridge National Laboratory (ORNL) to utilize an AI-enabled nuclear design framework for a 12-NuScale Power Module (NPM) configuration.<h2 class="st-heading-2">What Is The Partnership About?</h2>NuScale stated that it will explore with ORNL how fuel could be managed even more efficiently and effectively across multiple reactors at a single site.The company said that ORNL has been awarded funding under the U.S. Department of Energy’s Gateway for Accelerated Innovation in Nuclear (GAIN) initiative to collaborate with NuScale in this research program. This award is a part of the first round of GAIN funding vouchers awarded in fiscal year 2026, NuScale added.“We are thrilled to be collaborating with ORNL, with the support of the DOE, to assess exciting new opportunities for potentially managing fuel even more efficiently across multiple nuclear reactors and further reducing costs going forward,” said NuScale President and CEO John Hopkins.<h2 class="st-heading-2">Study To Explore Ways To Reduce Costs</h2>NuScale stated that the study with ORNL will evaluate ways to reduce fuel costs across multiple and single reactors. The company said that, unlike large reactors, NuScale uses a multi-module architecture to enhance fuel efficiency.NuScale added that its architecture features up to 12 reactors with a single shared fuel pool and a wide range of fuel options. The company said that by sharing fuel across modules, it may find ways to improve overall plant fuel efficiency beyond what can normally be achieved in a single reactor plant, ultimately reducing costs.NuScale added that ORNL will bring its AI expertise, machine learning, fuel management, and computational resources to the table.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/SMR">NuScale Power</a> trended in the ‘neutral’ territory. SMR stock was among the top three trending tickers on the platform at the time of writing.A bullish user called NuScale a “real player in nuclear energy,” saying this is just the start.<stembedurl>https://stocktwits.com/Amit18/message/644779282</stembedurl>Another bullish user stated it would be worth watching when NuScale starts announcing contracts with big technology companies.<stembedurl>https://stocktwits.com/LieutenantJoe/message/644778184</stembedurl><a href="https://stocktwits.com/symbol/SMR">SMR stock</a> is up 16% year-to-date, but down 38% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-jobless-claims-report-february-7-2026-week/cZRTNa9R4ri">Jobless Claims Come In Slightly Higher Than Expectations, Continuing Claims Rise</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the NuScale Power Corporation (Nu Scale) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

SMR Stock Rises As NuScale Announces Partnership To Explore AI-Guided Nuclear Fuel Management: Retail Calls It A ‘Real Player’

NuScale stated that it will explore with ORNL how fuel could be managed even more efficiently and effectively across multiple reactors at a single site.

Equity

ETFs Primed to Benefit From America's $2.7 Billion Nuclear Push

The DOE's $2.7 billion push to build U.S. uranium enrichment capacity could fuel a nuclear revival - and make ETFs like URA compelling plays. 

<ul class="summary-bullets"><li>ASP Isotopes’ collaboration with TerraPower focuses on constructing a new uranium enrichment facility in South Africa.&nbsp;</li><li>The agreement also ensures delivery of the initial fuel cores for TerraPower’s Natrium reactor in Wyoming.</li><li>Meta will fund the construction of up to eight Natrium plants, with delivery of initial units as early as 2032.</li></ul>ASP Isotopes Inc. (ASPI) stock drew a lot of investor attention on Friday after Meta Platforms (META) entered into a long-term agreement with TerraPower to secure a substantial supply of nuclear energy.In 2025, ASP Isotopes finalized several agreements with TerraPower to finance and supply fuel for advanced nuclear projects.<h2 class="st-heading-2">Advanced Enrichment Technology</h2>The company focuses on uranium enrichment, a process essential for powering modern nuclear reactors. Naturally occurring uranium is largely composed of U-238, which cannot sustain nuclear fission. To generate energy, reactors require U-235, which must be separated through a process known as enrichment.&nbsp;ASP Isotopes uses its proprietary Aerodynamic Separation Process, a method that increases efficiency and reduces costs compared with traditional techniques. The company’s strategy centers on producing High-Assay Low-Enriched Uranium (HALEU), the fuel necessary for small modular reactors (SMRs) and other advanced nuclear systems.<a href="https://stocktwits.com/symbol/ASPI">ASP Isotopes’ stock</a> traded over 13% higher in Friday’s premarket.<h2 class="st-heading-2">Agreement With TerraPower&nbsp;</h2>ASP Isotopes’ collaboration with TerraPower focuses on constructing a new uranium enrichment facility in South Africa and ensuring a long-term supply of HALEU for TerraPower’s Natrium reactor in Wyoming.The agreement ensures delivery of the initial fuel cores for TerraPower’s Natrium reactor in Wyoming, while a 10-year contract, starting in 2028, will supply up to 150 metric tons of HALEU through 2037.&nbsp;Friday’s agreement between Meta and TerraPower is significant because the tech giant will fund the construction of up to eight Natrium plants, with delivery of the initial units as early as 2032.<h2 class="st-heading-2">&nbsp;What Are Stocktwits Users Saying?</h2>On Stocktwits, retail sentiment around the stock improved to ‘extremely bullish’ from ‘bullish’ territory the previous day amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_09_075629_png_abdb545c66.webp" alt="ASPI’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on Jan. 9, 2026 | Source: Stocktwits" width="933" height="98"><figcaption>ASPI’s Sentiment Meter and Message Volume as of 07:30 a.m. ET on Jan. 9, 2026 | Source: Stocktwits</figcaption></figure>A bullish Stocktwits user suggested going long on the stock.<stembedurl>https://stocktwits.com/lefthanders/message/641313934</stembedurl>Another user expressed optimism about nuclear power.&nbsp;<stembedurl>https://stocktwits.com/mikesterz7/message/641312104</stembedurl>ASPI stock has gained over 43% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-vistra-stock-surge-pre-market-today/cmU2fYrR4de">Why Did Vistra Stock Surge 11% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

ASP Isotopes Stock Surged Over 13% Today – Why The Company Stands To Gain From Meta’s Nuclear Energy Deal With TerraPower

In 2025, ASP Isotopes finalized several agreements with TerraPower to finance and supply fuel for advanced nuclear projects.

<ul class="summary-bullets"><li>The firm stated that the derisked LWR design and the Tennessee Valley Authority’s licensing agreement bolster NuScale’s credibility.</li><li>The U.S. Nuclear Regulatory Commission approved NuScale’s uprated reactor design in May 2025.</li><li>NuScale’s uprated power module was the second small modular reactor design to have been approved by the NRC.</li></ul>Shares of NuScale Power Corp. (SMR) surged more than 12% in Friday’s pre-market trade. Analysts at BofA upgraded the stock following a correction of nearly 9% over the past month.According to TheFly, BofA upgraded NuScale Power to ‘Neutral’ from ‘Underperform’, but also trimmed the price target to $28 from $34. The firm’s new price target implies an upside of 42% from the SMR stock’s closing price on Thursday.<h2 class="st-heading-2">What Is BofA Saying?</h2>In its latest note, BofA stated that it now views NuScale’s deployments closer to its base case. The firm also noted that the derisked Light-Water Reactor (LWR) design and the Tennessee Valley Authority’s (TVA) licensing agreement bolster NuScale’s credibility.The U.S. Nuclear Regulatory Commission (NRC) approved NuScale’s uprated reactor design in May 2025, after the company revised the power module’s capacity upward to 77 megawatt-electric (MWe), from 50-MWe.NuScale’s uprated power module was the second small&nbsp;modular&nbsp;reactor (SMR) design to have been approved by the NRC.The TVA entered into an agreement with ENTRA1 Energy in September 2025 to deploy nuclear power capacity of up to six gigawatts using NuScale’s SMR technology.However, the firm added that the limited contract visibility caps the upside for the SMR stock in the near term.<h2 class="st-heading-2">Here’s What Stocktwits Users Think</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/SMR">NuScale Power</a> trended in the ‘extremely bullish’ territory. SMR stock was among the top three trending tickers on the platform at the time of writing.A bullish user stated that NuScale’s viability as a business could be proved amid anticipation of a “couple of major contracts.” The user also pointed to the government's efforts to streamline permits for nuclear power plants as a catalyst for the SMR stock.<stembedurl>https://stocktwits.com/Dlutsky/message/641308933</stembedurl>Another Stocktwits user stated that if AI adoption continues to accelerate this year, energy providers offering next-generation solutions could remain in the re-rating phase for a long time.<stembedurl>https://stocktwits.com/jonasono/message/641310411</stembedurl><a href="https://stocktwits.com/symbol/SMR">SMR stock</a> is up 39% year-to-date, but flat over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-big-oil-invest-at-least-100-billion-venezuela/cmU29w3R4d2">Trump Says Big Oil Will Invest At Least $100 Billion To Rebuild Venezuela's Oil Infrastructure</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

What Is Fueling SMR Stock's Surge Today?

BofA upgraded NuScale Power to ‘Neutral’ from ‘Underperform’, but also trimmed the price target to $28 from $34.

What's Driving the Surge in Rare Earth Stocks

Here's what you need to know about critical materials, the latest front in the trade war.

Nuclear ETFs Soar YTD Under Trump Regime, Top 2024 Performance 

Nuclear ETFs like NLR, URA and URAN surge in 2025 as Trump's policy push, rising uranium prices and SMR deployment fuel solid gains. 

ETFs to Play the Potential $10 Trillion Nuclear Surge

Nuclear power is surging as AI-driven data centers fuel demand, with ETFs riding momentum and SMRs reshaping the sector's future.

The U.S. and UK are set to sign a deal that will bolster the deployment of new nuclear power stations, the British government said.The agreement is expected to be signed by British Prime Minister Keir Starmer and U.S. President Donald Trump during the latter’s two-day visit to the UK beginning Tuesday. Among other things, the deal will simplify the process for obtaining a license for a nuclear project, expediting the timeline from about three to four years to two years.“Together with the U.S., we’re building a golden age of nuclear that puts both countries at the forefront of global innovation and investment,” Starmer said in a statement.Among major tie-ups, U.S.-based X-Energy and Britain’s Centrica are planning to build up to 12 advanced modular reactors in Hartlepool, in the northeast of England. The companies projected that the Hartlepool project will generate enough power for up to 1.5 million homes and deliver an economic value of at least 40 billion pounds ($54.2 billion).“Together, we aim to build a fleet that will reliably deliver clean power, strengthen energy security, and grow the trans-Atlantic economy for decades to come,” J. Clay Sell, CEO of X-Energy said.Separately, U.S. firm Holtec International, France's EDF and real estate firm Tritax, plan to develop advanced data centres powered by small modular reactors at the former Cottam coal-fired power station in Nottinghamshire. Holtec estimated that the project is valued at 11 billion pounds and will create thousands of construction jobs.The U.S. and UK are also exploring a ramp-up of the production of high-assay low-enriched uranium (HALEU) to reduce their reliance on Russia. &nbsp;Bill Gates-backed TerraPower and U.S.-based engineering firm KBR also plan to conduct studies and evaluate sites in the UK for the deployment of the Natrium advanced reactor technology.Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/KBR">KBR </a>was in the ‘neutral’ territory at the time of writing, while traders were bullish about the <a href="https://stocktwits.com/symbol/NLR">VanEck Uranium Nuclear Energy ETF</a>.The renewed push in nuclear comes amid a surge in global electricity demand, driven by AI data centers. In November last year, the UK and 30 other countries agreed to triple their nuclear capacity by 2050.Power equipment maker GE Vernova also welcomed the development and noted that regulatory simplification and harmonisation will help to reduce costs and speed up the construction of the “first wave of SMR plants.”Also See: <a href="https://stocktwits.com/news-articles/markets/equity/space-x-sends-northrop-grumman-s-large-cargo-ship-to-orbit-in-its-debut-flight/chwvvdqRdxE">SpaceX Sends Northrop Grumman’s Large Cargo Ship To Orbit In Its Debut Flight</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cooling towers of a nuclear power plant in Oxford, UK.

Trump, Starmer to Sign US-UK Nuclear Deal To Expedite Small Reactor Deployments

The deal will expedite the timeline for obtaining a license for a nuclear project from about three to four years to two years.

The Zacks Analyst Blog Highlights NLR, NUKZ, URA and URAN

Nuclear power is back in the spotlight, with ETFs like NLR, NUKZ, URA, and URAN surging 40-88% in the past year as global demand for clean, reliable energy grows.

Nuclear ETFs Up At Least 40% in the Past Year: More Gains in Store?

Demand from tech giants is boosting interest in nuclear energy, but costs remain a hurdle. ETFs like NLR, URA, URAN and NUKZ have surged 40-80% in a year.

VanEck ETF Trust - VanEck Uranium Nuclear Energy ETF

3%+ above current levels

Up 0–3%

Flat to down 3%

Down 3%+

The Nasdaq 100 continues to hinge on mega-cap tech and AI strength. With rate expectations shifting and valuations stretched, even a 3% move could signal a bigger trend. Is momentum building, or fading?

NLR
VanEck Uranium Nuclear Energy ETF

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