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Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood is trending due to speculation surrounding its potential inclusion in the S&P 500, sparking bullish sentiment and driving conversations about the potential "index effect" and forced ETF buying. The community is actively discussing strategies around options and covered calls, while also weighing the potential for a "sell the news" reaction post-inclusion. Some are comparing Robinhood to other stocks that were added to the S&P 500.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategy is trending as traders discuss the potential for inclusion in the S&P 500, though sentiment is mixed. The community debates whether it deserves inclusion as a bitcoin proxy, with some suggesting its fate is tied to bitcoin's price action, while others eye a potential sell-off if it's excluded. Discussions also involve covered call strategies and comparisons to other stocks added to the index.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is trending due to its impending addition to the S&P 500, driving forced ETF buying and increased liquidity, though some traders are anticipating a short-term pullback following the inclusion. Community discussions revolve around the potential for new all-time highs and the long-term implications of S&P 500 membership, with some skepticism regarding short reports from firms like Muddy Waters.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SOFI is trending due to speculation surrounding its potential inclusion in the S&P 500, with community members actively discussing the possibility and implications. Despite some disappointment over recent news, the stock is experiencing a surge in interest following a new partnership with Josh Allen and positive analyst ratings. Bullish investors express optimism for continued growth, while others remain cautious about valuation and potential dilution.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is trending as the community discusses the stock's short interest and potential for a squeeze, particularly in light of the CEO's vocal support for a prominent political figure. Ongoing debates also encompass the company's financials, partnerships, and potential legal battles against tech giants. Broader discussions involve political affiliations, transparency, and the implications of certain political figures' connections.

BrokeCoin is a meme-meets-utility cryptocurrency project operating under the ethos of Transparency, Community, and Respect. Formally registered as an LLC in Wyoming, USA, BrokeCoin is building an expansive ecosystem that combines light-hearted spirit of meme culture with real-world crypto utilities—spanning gaming, staking, NFTs, web services, and an e-commerce platform. Brokecoin believes in developing useful and interesting meme-inspired utilities to both service the crypto industry, and generate value for holders.

Brokecoin

Brokecoin is trending as the community rallies around upcoming airdrops and staking opportunities. The coin's growing watcher count and bullish sentiment are fueling discussions about potential market cap milestones and ongoing buy contests. Community members express excitement about the project's long-term vision, developments and transparency.

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 Group is trending despite closing a $300 million investment from Uber, with the stock hitting new lows post reverse split. The community is actively discussing the company's financial health, potential for a short squeeze, and whether the reverse split was a strategic move or a sign of deeper issues. Some investors express long-term optimism while others voice concerns about management and the company's ability to compete in the EV market.

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 ($COIN) is seeing active discussion driven by its volatile price action and relationship with crypto markets, with community members debating resistance levels and potential for a bounce. Some traders are expressing frustration with the stock's performance relative to Bitcoin and the broader market, while others highlight upcoming catalysts and potential for longer-term growth. The launch of Coinbase's new equity index future, combining top tech stocks with crypto ETFs, is also drawing attention as a strategic move.

EMCOR Group, Inc. engages in the provision of electrical and mechanical construction, and facilities services. It operates through the following segments: United States Electrical Construction and Facilities Services, United States Mechanical Construction and Facilities Services, United States Building Services, United States Industrial Services, and United Kingdom Building Services. The United States Electrical Construction and Facilities Services segment offers systems for electrical power transmission and distribution. The United States Mechanical Construction and Facilities Services segment is involved in systems for heating, ventilation, air conditioning, refrigeration, and clean-room process ventilation. The United States Building Services segment is composed of operations which provide a portfolio of services needed to support the operation and maintenance of customers' facilities. The United States Industrial Services segment covers operations which provide industrial maintenance and services. The United Kingdom Building Services segment consists of commercial and government site-based operations and maintenance, and facility maintenance and services. The company was founded in 1987 and is headquartered in Norwalk, CT.

Emcor Group, Inc.

EMCOR Group is trending due to its addition to the S&P 500 index, prompting excitement among investors. Community members are actively discussing the potential for a price increase following the announcement. The stock is joining other notable names like AppLovin and Robinhood in the index.

Kenvue, Inc. is a consumer health company, which engages in manufacturing and selling healthcare products which includes cosmetics, drugs, and medical devices. Its brands include Aveeno, BAND-AID Brand, Johnson’s, Listerine, Neutrogena, and Tylenol. It operates through the following segments: Self Care, Skin Health and Beauty, and Essential Health. The Self Care segment includes cough, cold and allergy, pain care, digestive health, and smoking cessation. The Skin Health and Beauty segment offers face and body care, and others. The Essential Health segment focuses on oral care, baby care, women's health, and wound care. The company was founded on February 23, 2022 and is headquartered in Summit, NJ.

Kenvue Inc

Kenvue is trending due to reports linking Tylenol use during pregnancy to autism, sparking debate among investors and drawing attention to potential legal ramifications. While some dismiss the claims as overblown and see a buying opportunity, others express concern and anticipate further declines. Community discussions also involve the stock's dividend yield and potential recovery.

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Semtech Corp. (SMTC), a provider of high-performance semiconductor, Internet of Things (IoT) and cloud connectivity services, reported a quarterly beat Monday after the market closed, prompting a Wall Street analyst to hike his price target for the stock.Baird Analyst Tristan Gerra upped the price target for&nbsp;<a href="https://stocktwits.com/symbol/SMTC">Semtech stock</a> to $70 from $50, implying 40% upside potential from its Monday’s close.The analyst noted that Semtech’s management anticipates robust artificial intelligence (AI)-related forecasts for the remainder of the current year and the next. Among the other management comments highlighted by the analyst are:<ul><li>&nbsp;Strong FiberEdge bookings since the beginning of the current quarter</li><li>Two Linear Pluggable Optics (LPO) engagements with U.S.-based hyperscalers, likely contributing to revenue in the calendar year 2026.&nbsp;</li><li>Upward revisions to the assumed LoRa chipset quarterly revenue run-rate to a range of $30 million to $40 million, and the compounded annual growth rate to 15%-20%</li></ul>&nbsp;LoRa chipsets connect sensors to the Cloud, enabling real-time communication of data and analytics.Semtech reported adjusted earnings per share (EPS) of $0.41 for the second quarter of the fiscal year 2026, slightly above the guidance’s midpoint of $0.40. Revenue came in at $257.6 million, also above the midpoint of the guidance range.&nbsp;The Fiscal.ai-compiled consensus called for adjusted EPS of $0.40 and revenue of $256.06 million.Looking ahead, the company guided to third-quarter revenue of $266 million, plus or minus $5 million, adjusted gross margin of 53%, plus or minus 50 basis points, and adjusted EPS in the range of $0.41-$0.47.Analysts, on average, estimate revenue of $264.74 million and adjusted EPS of $0.44Gerra reiterated the ‘Outperform’ rating on Semtech’s stock. “A key growth driver for Semtech remains the AI-driven shift to higher data rates and the push for yearly upgrades in data center connectivity bandwidth,” the analyst said.The analyst also noted that Semtech is one of Baird’s three top ideas within its small-cap coverage list.On Stocktwits, retail sentiment toward Baird stock remained ‘extremely bullish’ (84/100) by early Tuesday, and the message volume also was ‘extremely high.’<figure class="image"><img style="aspect-ratio:620/52;" src="https://news.stocktwits-cdn.com/Screenshot_2025_08_26_at_5_16_21_AM_png_64c8e26b5a.webp" alt="Screenshot 2025-08-26 at 5.16.21 AM.png" width="620" height="52"><figcaption>SMTC sentiment and message volume as of 5:15 a.m. ET, Aug. 26 | source: Stocktwits</figcaption></figure>A bullish user stated that they were buying the stock at its current level ($51)&nbsp;and indicated that they would consider buying more if it dropped for a few days.<stembedurl>https://stocktwits.com/smallhumanbigworld/message/626497916</stembedurl>Another user was bracing for a gap-up opening on Tuesday.<stembedurl>https://stocktwits.com/Spacey30/message/626498174</stembedurl>Semtech stock is down about 18% this year. In Tuesday’s early premarket session, the stock was up about 0.50%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-nasdaq-futures-dip-ahead-of-consumer-data/chsHnvcRdSw">Dow, Nasdaq Futures Dip Ahead Of Consumer Data: Strategist Says Fed Has 'Turned The Corner' But Asks If Powell Will 'Cut Fast Enough'</a>

 In this photo illustration, the Semtech Corporation logo is seen displayed on a smartphone screen next to a laptop keyboard. 

Why This Semtech Analyst Is Projecting 40% Upside For Stock

The analyst also noted that Semtech is one of Baird’s top three ideas within its small-cap coverage list.

Equity

The analyst also noted that Semtech is one of Baird’s top three ideas within its small-cap coverage list.


Current Price	$25.23
Prev Close	$26.26
Open	$25.29
Dividend Yield	N/A
50-Day Moving Average	$25.96
Beta	N/A
Avg. Volume	166.70
PE Ratio	N/A

52-Week High	$27.03
52-Week Low	$20.43
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A
Enterprise Value/EBITDA	N/A

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