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Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines (LUNR) is trending as the community eagerly anticipates the multi-billion dollar NASA Lunar Terrain Vehicle (LTV) contract award and upcoming earnings, following its recent $175 million strategic equity investment and the integration of its Lanteris acquisition. High short interest and broader enthusiasm for the "moon economy" are fueling significant volatility and debate around the stock's future in space infrastructure.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is trending as the market anticipates its pivotal Q4 earnings report, with sentiment sharply divided between expectations of a blowout performance driving new highs and concerns over a potential "sell the news" event. Discussions are also active around the future of AI demand, competition, and the upcoming Rubin AI system.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Circle is trending following its strong earnings report, showcasing surging stablecoin demand and USDC circulation growth, igniting community debate around a potential short squeeze and its foundational role in digital finance, while others remain cautious given valuation concerns and ongoing regulatory hurdles.

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 due to highly polarized reactions to Donald Trump's recent State of the Union address, where community discussion is intensely divided over his political rhetoric, economic claims, and controversy surrounding the Epstein files; this has investors and commentators sharply split between those celebrating the speech as a success that will drive the stock and those criticizing it as a "lie-a-thon" underscoring the company's speculative fundamentals.

MannKind Corp. is a biopharmaceutical company, which focuses on the development and commercialization of innovative therapeutic products and devices to address serious unmet medical needs for those living with endocrine and orphan lung diseases. Its products and pipeline include Afrezza, Pediatric Afrezza, V-Go, Tyvaso DPI, MNKD-101, MNKD-201, MNKD-301, and MNKD-501. The company was founded by Alfred E. Mann on February 14, 1991 and is headquartered in Danbury, CT.

Mannkind Corp

Mannkind is trending amid strong Q4 revenue growth from Tyvaso DPI sales and high anticipation for pivotal FDA decisions on Afrezza for pediatric diabetes and the Furoscix autoinjector. The community is actively debating whether these "catalyst-rich" developments signal a significant valuation increase or if historical performance and management concerns will continue to cap the stock's potential.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is trending following recent announcements of an innovation hub in India and a new "Sales Assist" agent, all ahead of its highly anticipated earnings report. Community discussion is focused on strong expectations for revenue growth and a path to profitability, with high short interest fueling speculation of a potential squeeze for its patented voice AI technology across automotive, QSR, and enterprise sectors.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is trending following its earnings report, which highlighted its consistent "beat and raise" streak and AI-powered marketing platform's strong performance, sparking community discussion about its undervalued position despite ongoing software sector sell-offs.

Oddity Tech Ltd. engages in the online retail sale of cosmetics and beauty products. Its products include lipsticks, makeup brushes, mascara, eyelash curlers, and makeup brush cleansers. The company was founded by Oran Holtzman and Shiran Holtzman-Erel on March 23, 2013 and is headquartered in Tel Aviv, Israel.

ODDITY Tech Ltd. - Ordinary Shares - Class A

ODDITY Tech is trending after projecting a significant revenue decline for its upcoming quarter, sparking a sharp sell-off and contrasting with its history of strong financial performance. The community is actively debating if the market reaction is an overcorrection and a buying opportunity, given the company's share buyback program, or if the stock faces further downside amidst an undefined bottom.

First Solar, Inc. is a solar technology company, which engages in the provision of solar modules. It is involved in the design, manufacture, and sale of cadmium tellurid (CdTe) solar modules, which convert sunlight into electricity. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Phoenix, AZ.

First Solar Inc

First Solar is trending after its 2026 sales guidance fell below consensus, prompting analyst downgrades and a stock decline. The community is actively debating if this creates a buying opportunity, weighing the near-term outlook against the company's strong US manufacturing position and potential tailwinds from AI data center energy demand.

Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is trending down sharply after its latest earnings report, despite beating EPS and revenue estimates, as cautious fiscal year 2027 revenue guidance amplifies broader market concerns about AI's disruptive impact on the software sector. The community is actively debating if the current sell-off is an overreaction to strong underlying fundamentals or a justified repricing given the evolving landscape.

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Navitas Semiconductor Q4 Earnings Call Highlights

Navitas Semiconductor (NASDAQ:NVTS) said it ended 2025 with fourth-quarter revenue at the high end of guidance as the company accelerated its Navitas 2.0 transformation, a strategic pivot away from...

<ul class="summary-bullets"><li>Navitas has recently drawn investor interest for its silicon carbide (SiC) devices, widely seen as well-suited for powering next-generation AI data centers.</li><li>Navitas said it received encouraging feedback for its new power chips and has streamlined its go-to-market strategy.</li><li>Stocktwits sentiment for NVTS flipped to ‘extremely bullish’ from ‘bearish.’</li></ul>Navitas Semiconductor Corp. on Tuesday reported fourth-quarter revenue above expectations and forecast higher sales in the ongoing quarter. The report, which also detailed the company’s new power chips and a revamped sales strategy, drew heavy buzz on Stocktwits for the NVTS ticker.Navitas Q4 revenue came in at $7.3 million, beating the FactSet estimate of $6.9 million. It expects first-quarter revenue of $8.0-$8.5 million.&nbsp;<a href="https://stocktwits.com/symbol/NVTS">Navitas shares</a> rose as much as 7% in after-hours trading before paring some gains.Navitas, which designs and sells advanced power-semiconductor chips, has recently drawn investor interest for its silicon carbide (SiC) devices, widely seen as highly efficient and well-suited for powering next-generation AI data centers.<h2 class="st-heading-2">Navitas Expands SiC Play</h2>In recent months, the company launched a new 10 kW DC-DC power platform for AI data centers, claiming up to 98.5% efficiency.&nbsp;It expanded its global distribution deal with Avnet for the sale of its gallium nitride (GaN) and silicon carbide (SiC) chips, announced a U.S. production partnership with GlobalFoundries, and partnered with Cyient Semiconductors to develop GaN products in India.&nbsp;The company also introduced new high-voltage SiC chips under its latest GeneSiC platform for data centers, for which it has received&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/navitas-draws-retail-buzz-after-ceo-signals-encouraging-feedback-on-new-power-chips-with-data-center-application/cZRtZ9mR4Uz">encouraging early feedback</a>.<h2 class="st-heading-2">CEO Sees Strong Interest From AI Customers</h2>“As evidence of our progress, high-power markets contributed a majority of revenue for the first time,” CEO Chris Allexandre said in a statement on Tuesday.“We are increasingly seeing AI as a catalyst that is driving momentum and broadening adoption of high-power solutions across all of our target end markets,” Allexandre said.&nbsp;He also detailed that Navitas had formalized deals with multiple strategic partners, and streamlined its go-to-market strategy to focus on the growing adoption of high-power GaN and SiC technologies in AI data centers, energy and grid infrastructure, performance computing and industrial electrification.&nbsp;In recent years, Navitas has reorganized its business, shifting focus away from consumer electronics toward AI data centers, electric vehicles and industrial markets — with a key priority on expanding and scaling its silicon carbide (SiC) portfolio.<h2 class="st-heading-2">Retail’s View</h2>On Stocktwits, retail sentiment for NVTS flipped to ‘extremely bullish’ as of late Tuesday, from ‘bearish’ the previous day, with members speculating that big customer partnerships are on the horizon.“$NVTS They just said they (are) in talks with multiple hyperscalers, not just Nvidia,”&nbsp;<a href="https://stocktwits.com/OreoCheesecake/message/645784466">said</a> a user. “The best part is [that] cities and states are starting to demand that hyperscalers make these upgrades to get approved. It’s coming y’all, this was a great call.”<stembedurl>https://stocktwits.com/OreoCheesecake/message/645784466</stembedurl>“They (Navitas) still can’t reveal too much about their 800V architecture and everyone wants to hear about the Nvidia partnership but updates about those things will come over the next year or so and that’s when we start running,”&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/sscheel5729/message/645787697">said</a> another user.<stembedurl>https://www.stocktwits.com/sscheel5729/message/645787697</stembedurl>Navitas shares are&nbsp;up 16% year to date as of their last close.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

In this photo illustration, the Navitas Semiconductor Corporation logo is seen displayed on a smartphone screen.

Navitas Draws Intense Buzz After Q4 Report, AI Partnership Hints; Retail Feels Stock Will Sprint This Year 

The power-chip maker reported fourth-quarter revenue above expectations and said it is in multiple discussions for new customer deals.

Equity

The power-chip maker reported fourth-quarter revenue above expectations and said it is in multiple discussions for new customer deals.


Navitas Semiconductor Corporation (NVTS) Reports Q4 Loss, Tops Revenue Estimates

Navitas Semiconductor (NVTS) delivered earnings and revenue surprises of +6.19% and +6.67%, respectively, for the quarter ended December 2025. Do the numbers hold clues to what lies ahead for the stock?

Navitas Semiconductor (NASDAQ:NVTS) Releases Quarterly Earnings Results, Meets Expectations

Navitas Semiconductor (NASDAQ:NVTS - Get Free Report) announced its quarterly earnings data on Tuesday. The company reported ($0.05) earnings per share for the quarter, meeting analysts' consensus...

Should You Buy Navitas Semiconductor Stock Now?

Key PointsData centers are focusing on energy efficiency to control costs...

Navitas Draws Retail Buzz After CEO Signals Encouraging Feedback On New Power Chips With Data Center Application

Investors are eyeing Navitas for its silicon carbide-based (SiC) semiconductors, which are said to be more efficient and better suited for high-power uses like AI data centers

Where Will Navitas Semiconductor Be in 5 Years?

Key PointsNavitas' pivot into data centers, renewables, and EV power creates stickier, longer-lasting design wins...

NVTS to Report Q4 Earnings: Should You Buy, Sell or Hold the Stock?

Navitas Semiconductor heads into Q4 with steep revenue declines expected, as its AI pivot contrasts with China weakness and a rich valuation.

Navitas Semiconductor (NVTS) Projected to Post Quarterly Earnings on Tuesday

Navitas Semiconductor (NASDAQ:NVTS) will be releasing its Q4 2025 earnings after the market closes on Tuesday, February 24. (View Earnings Report at...

NVTS vs. AMD: Which Semiconductor Stock Has an Edge Right Now?

Advanced Micro Devices outpaces Navitas Semiconductor with surging data center growth and a lower valuation, while Navitas faces near-term revenue pressure.

$NVTS Q4 &#39;25 Earnings Results &amp; Recap

• Reported GAAP EPS of -$0.14 up 33.33% YoY
• Reported revenue of $7.3M down -59.42% YoY
• Navitas Semiconductor expects Q1 2026 net revenues between $8M and $8.5M, with non-GAAP gross margin around 38.7% plus or minus 25 basis points, and non-GAAP operating expenses of approximately $15M.

Stocktwits

Navitas Semiconductor Corp

 Q4 '25 Earnings Results & Recap

• Reported GAAP EPS of -$0.14 up 33.33% YoY
• Reported revenue of $7.3M down -59.42% YoY
• Navitas Semiconductor expects Q1 2026 net revenues between $8M and $8.5M, with non-GAAP gross margin around 38.7% plus or minus 25 basis points, and non-GAAP operating expenses of approximately $15M.

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Stocktwits Earnings

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

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Miss EPS and revenue

Ahead of earnings, sentiment is split between blowout AI growth and concerns around macro pressure, positioning, and post-ER volatility. How do you see it playing out?

Stocktwits Polls

Intense speculation revolves around a potential major contract or direct mention from NVIDIA, seen as the primary catalyst for significant stock movement.

The company's GaN and SiC power solutions are seen as critical for the rapidly expanding AI data center infrastructure and hyperscaler demands.

Traders are reacting to Q4's sharp 59% year-over-year revenue decline, despite in-line EPS and projections for sequential growth in Q1.

Significant chatter and trading activity in call options, with specific strikes like $8.00 and $8.50 expiring in late February 2026 being highlighted.

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