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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is experiencing significant volatility driven by market skepticism regarding its competitive landscape, specifically rumors surrounding Anthropic's potential impact on enterprise market share. While some investors are dismissing the dip as a coordinated attempt by short sellers to influence sentiment, the community remains intensely divided between those holding long-term conviction in the companys defense and enterprise AI moat and others concerned about valuation and recent price action.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is drawing significant investor attention as the community debates its long-term potential ahead of the upcoming ES9 vehicle launch, with bullish sentiment fueled by robust battery swap data and recent reports of an arrest in an AI-driven smear campaign. While optimists point to technical breakthroughs and market expansion, skeptics remain vocal, highlighting persistent margin pressures and skepticism over the stock's ability to maintain sustained momentum beyond periodic volatility.

Starfighters Space, Inc. is engaged in the research and development of space flight, pilot training, and aeronautics programs. It operates the commercial fleet Lockhead F-104s. The company was founded by Rick Svetkoff on September 6, 2022 and is headquartered in Kennedy Space Center, FL.

Starfighters Space Inc

Starfighters Space is gaining significant traction as investors anticipate a major lift from the upcoming SpaceX IPO, which is fueling speculation about increased capital flow into the broader, thinly-traded space sector. While bulls are actively promoting the stock as a prime candidate for a short squeeze due to its tight float and insider holdings, the community remains sharply divided by intense debates over the company's lack of revenue, delayed financial filings, and the credibility of its R&D partnerships.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is currently drawing intense investor attention as participants weigh a barrage of negative sentiment, including analyst downgrades and delivery concerns, against the stock's role in the broader Mag 7 and the persistent volatility surrounding Elon Musk's wider corporate ventures. Community discourse is sharply divided, with bulls looking for technical bounces while a vocal contingent of bears is focused on high valuation multiples and the potential for capital rotation into a highly anticipated SpaceX IPO.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is trending as investors react to strategic debt-to-equity conversions by leadership and mounting anticipation for high-growth defense sector contracts. Community discussions are heavily focused on the company's role as a mission-critical supplier for defense giants and aerospace leaders, with many traders speculating that a major contract announcement could trigger a significant short squeeze.

Assertio Holdings, Inc. is a commercial pharmaceutical company, which engages in acquisitions, licensing, and mergers. The firm focuses on portfolio of neurology, inflammation, and pain medications. Its products include INDOCIN, Sympazan, Otrexup, SPRIX, CAMBIA, and Zipsor. The company was founded on August 7, 1995 and is headquartered in Lake Forest, IL.

Assertio Holdings Inc

Assertio Holdings is trending as investors react to a discounted acquisition deal by Garda Therapeutics, sparking intense community debate over the valuation and the potential for a higher competing bid during the go-shop period. Shareholders are actively discussing the fairness of the offer price, the impact of historical reverse splits, and whether the deal adequately accounts for the company's long-term patent protections and cash position.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is surging following a strategic partnership with Elon Musk's Terafab project, which aims to produce high-performance chips for robotics and space applications. The community is actively debating the company's long-term foundry potential and domestic manufacturing advantages, fueling bullish momentum as traders watch for key resistance levels.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimune Group is surging as investors react to the FDA accepting its BLA resubmission for RP1 in advanced melanoma, setting a PDUFA date for April 2026. The community is actively debating the stock's potential, with bulls citing a favorable risk-benefit profile and institutional interest, while bears caution that the acceptance is a procedural step rather than a guarantee of approval and warn of potential volatility.

iShares Inc. - iShares MSCI Mexico ETF

iShares MSCI Mexico ETF

Investors are actively debating the long-term viability of Mexico as a manufacturing hub, with some noting its strategic importance in nearshoring supply chains while others warn of socio-economic decay and political risks. The community is focused on the impact of trade tariffs and US-Mexico relations on the performance of $EWW.

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.

Microsoft Corporation

Microsoft Corp

Microsoft is currently seeing heightened investor focus due to a massive rotation back into big tech, fueled by shifting macro sentiment and ongoing interest in AI infrastructure. The community is actively debating the company's valuation relative to its aggressive capital expenditure, with many traders closely monitoring key support levels to gauge whether the stock can sustain momentum following recent volatility.

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Why Opendoor Technologies Stock Is Climbing Wednesday

Opendoor Technologies shares are trading higher Wednesday afternoon as crude oil plunged 15% to about $95 a barrel after President Donald Trump claimed a conditional two-week ceasefire tied to Iran...

In this photo illustration, the Opendoor Technologies (Open Door) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

OPEN’s Home Acquisitions Rise Sharply — Retail Traders Stay On Sidelines As Stock Trades 38% Off Year’s High

Opendoor buys homes and resells them for a profit, and began publicly sharing its homebuying data last October.

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Can Opendoor's Checkout and Mortgage Integration Drive Transactions?

Can OPEN's integrated Checkout and mortgage push boost conversions, streamline buying and drive higher transaction volumes across its platform?

<ul class="summary-bullets"><li>Jackson said he tested the theory on over 700 earnings calls over the last two decades.</li><li>The hedge fund manager argued that many SaaS companies are overvalued and vulnerable, as&nbsp;they are trading largely on AI hype.</li><li>Stocktwits sentiment was ‘bearish’ for TEAM, CRM, ASAN and DOCU, and ‘neutral’ for FIVE.</li></ul>Hedge fund manager and crypto entrepreneur Eric Jackson on Tuesday revealed short positions in Salesforce, Five9, DocuSign, Atlassian, and Asana — backed by a provocative thesis: the companies talking most about AI tend to deliver the weakest forward returns.Jackson, best known for his bullish Opendoor call, said he analyzed 147 earnings call transcripts across 21 enterprise software firms, then expanded the study to 716 SaaS earnings calls spanning the past two decades to test the idea.<h2 class="st-heading-2">‘AI Paradox’</h2>“The result: companies in the top quintile of AI language density underperformed the bottom quintile by 5.4 percentage points over the following 90 days,” Jackson said in his&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://eventhorizoniq.substack.com/p/im-short-asana-salesforce-five9-docusign?r=1iiu0&amp;utm_campaign=post&amp;utm_medium=web&amp;triedRedirect=true">Substack blog</a>, calling the trend the “AI Paradox.”He argued that certain SaaS companies are overvalued and vulnerable because their growth narratives are increasingly driven by AI hype rather than underlying demand, masking a broader slowdown in core business momentum.&nbsp;Those companies are facing weakening organic growth, rising customer acquisition costs, and deteriorating pricing power, especially as enterprise spending tightens.&nbsp;“Chegg was a $14 billion company. Management said "AI is an opportunity." Stock went from $115 to $0.67. The same language pattern is now showing up in five enterprise software companies,” he said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/ericjackson/status/2038981167311896616?s=20">X thread</a> about his blog. He&nbsp;added that certain companies, such as CrowdStrike, Zscaler, and Palo Alto, are benefiting as well, with AI making their products “more necessary, not less.”But, “the market is punishing both groups equally. That's the mistake.”<h2 class="st-heading-2">Jackson’s SAAS Shorts Already In Doldrums</h2>To be sure, all the companies Jackson has shorted are trading at multi-year lows. Asana shares are at&nbsp;their lowest point on record, while Atlassian stock was the biggest loser on Nasdaq in the first quarter of 2026. CRM declined nearly 30% last quarter, its worst since the 2008 financial crisis.Jackson, who runs EMJ Capital and a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/opendoor-bull-eric-jackson-picks-a-rather-dull-time-to-launch-his-crypto-treasury-firm/cLeOWwDREpU">crypto treasury company</a>, last month said he had&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/opendoor-bull-eric-jackson-turns-attention-to-palantir/cZbimd7R4lX">invested in Palantir</a> after the AI company's blowout fourth-quarter results. He has previously&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/opendoor-bull-eric-jackson-picks-a-rather-dull-time-to-launch-his-crypto-treasury-firm/cLeOWwDREpU">taken long positions</a> on Carvana, Better Home &amp; Finance, IREN, and BTQ Technologies, among others.On Stocktwits, the retail sentiment was ‘bearish’ for TEAM, CRM, ASAN and DOCU, and ‘neutral’ for FIVE on Tuesday.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mrvl-on-sndk-lead-chip-stock-rally-as-trump-signals-iran-war-nearing-end/cZ7H77fRIn4">MRVL, ON, SNDK Lead Chip Stock Rally As Trump Signals Iran War Nearing End</a>

A trader checking stock market charts. Hedge fund manager Eric Jackson said he shorted SAAS stocks. (Picture source: Getty Images)

Opendoor Bull Eric Jackson Shorts CRM, DOCU, TEAM, FIVE, ASAN – Here’s Why

After combing through hundreds of software earnings calls, Jackson’s takeaway is simple: the more a company leans into AI talk, the worse its stock tends to perform.

Opendoor Stock Holds Above Key Support: What's Next For Opendoor?

Opendoor Technologies Inc. (NASDAQ:OPEN) shares are trading around 2% higher Tuesday, sitting just above a key support level at $4.50 as the stock attempts to stabilize after recent pressure.read more...

Opendoor vs. Offerpad: Which iBuying Stock Looks More Compelling Now?

Can OPAD's platform expansion and efficiency gains rival OPEN's push for faster sales, sharper pricing and scaled acquisitions in a tight market?

A smartphone displays the logo of Opendoor Technologies Inc. (Photo illustration by Cheng Xin/Getty Images)

Opendoor Traders, Bull Eric Jackson Applaud Record Home-Buying Pace – But Not Everyone Is Convinced

Opendoor Technologies' weekly home acquisitions surged 36% week over week to 610, drawing praise from retail investors and notable backers such as Eric Jackson on Tuesday.

Opendoor, which flips houses, said home acquisition shot up 36% week over week.


Opendoor Expands U.S. Footprint: Is Scale Gaining Traction?

OPEN rapidly expands nationwide under Opendoor 2.0, scaling coverage to nearly all U.S. homes and driving lead growth through data and automation.

Opendoor Technologies Stock Is Down 50%. Is It Finally Time to Buy?

Key PointsSince the peak of its mid-2025 rally, Opendoor Technologies has fallen sharply...

Opendoor Shares Pull Back As Higher Mortgage Rates Weigh On Housing Demand

Opendoor Technologies Inc (NASDAQ: OPEN) shares are moving lower Wednesday morning, giving back some ground after a strong move Tuesday.read more...

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Opendoor Investor Relations

Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.

Opendoor Technologies Inc

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OPEN: Opendoor Technologies Stock Price, News, Premarket and Aftermarket Price

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Institutional interest spikes as Morgan Stanley increases its stake to 10.2%, fueling optimism among long-term investors.

Rising weekly acquisition volumes and new contracting records are fueling debate over a potential fundamental turnaround.

Market participants are weighing the impact of potential geopolitical de-escalation on interest rates and housing sentiment.

A dedicated, vocal community of retail shareholders continues to defend their positions, drawing parallels to past small-cap rallies.

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