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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 capturing intense market attention as investors weigh its critical role in the AI infrastructure cycle against high expectations, leading to heavy options activity and polarized community debates over whether results are already priced in. Participants are closely monitoring the upcoming earnings for clarity on future demand, sector growth, and management guidance that could impact the broader market trajectory.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

e.l.f. Beauty is experiencing significant volatility and downward pressure ahead of its upcoming earnings report, with community sentiment split between those viewing the price drop as a "bear trap" or value buying opportunity and others concerned about insider selling and tariff impacts. Investors remain deeply divided on the stock's future, as many weigh the potential for a growth rebound driven by successful brand acquisitions against the risks of sector rotation and institutional manipulation.

Intuit, Inc. engages in the provision of business and financial management solutions. It operates through the following segments: Small Business and Self-Employed, Consumer, Credit Karma, and ProTax. The Small Business and Self-Employed segment offers QuickBooks financial and business management online services and desktop software, payroll solutions, payment processing solutions, and financing for small businesses. The Consumer segment includes do-it-yourself and assisted TurboTax income tax preparation products and services. The Credit Karma segment serves consumers with a personal finance platform that provides personalized recommendations of credit cards, home, auto and personal loans, and insurance products, and online savings and checking accounts. The ProTax segment refers to the professional accountants in the U.S. and Canada, who are essential to both small business success and tax preparation and filing. The company was founded by Scott D. Cook and Thomas A. Proulx in March 1983 and is headquartered in Mountain View, CA.

Intuit Inc

Intuit shares are seeing extreme volatility following earnings that topped analyst estimates but provided cautious forward guidance. The community remains sharply divided, with some investors accumulating shares on the dip as a long-term AI-driven growth play, while others fear the firm's business model faces existential disruption from emerging AI automation tools.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is surging as investors react to bullish CEO commentary regarding positive GPS immunotherapy data, which is being framed as superior to current standards of care. The community is heavily focused on the potential for an imminent short squeeze and clinical milestones, creating a volatile environment as traders monitor institutional buying activity and the upcoming oncology conference presentation.

Micware Co. Ltd. engages in software development services and innovative IT solutions mainly focused on the automotive and mobility sectors. It operates through the following segments: Software Defined Vehicles (SDV), Location-Based Services (LBS), and Others. The SDV segment relates to the development and sale of software systems designed for SDV, including IVI system software and other mobility-enhancing software products, conducted by its Japanese subsidiaries. The LBS segment covers the development and licensing of in-vehicle navigation software systems, and other geographic data-based services for business-to-business customers, mainly serving end users. The Other segment comprises software development services conducted by overseas subsidiaries designed for SDV, and business-to-consumer mobile app services unrelated to in-vehicle navigation. The company was founded by Kenji Narishima in March 2003 and is headquartered in Kobe, Japan.

Micware Co. Ltd. - ADR

Micware is experiencing extreme volatility and heavy retail attention as traders speculate on its potential for a massive rally following a recent IPO. The community is actively debating whether the stock is a legitimate opportunity or a classic pump-and-dump scheme, with many watching for breakout levels while navigating multiple trading halts.

Applied Digital Corporation

Applied Digital is currently trending following a major lease announcement with a high-grade hyperscaler that pushed its contracted AI capacity past the gigawatt threshold, fueling significant community excitement about its long-term growth. Investors are actively discussing the stock's potential for further gains as it continues to expand its data center footprint, with many using the recent price volatility as an opportunity to add to their positions.

AEVEX Corp. operates as a holding company. It operates through Tactical Systems and Global Solutions segments. The Tactical Systems segment focuses on design, development, and production of autonomous systems including unmanned aerial systems and unmanned surface vessels. The Global Solutions segment offers services and mission support to defense and intelligence customers. The company was founded in 2017 and is headquartered in Solana Beach, CA.

AEVEX Corp. - Ordinary Shares - Class A

AEVEX Corp

AEVEX Corp. is drawing significant community interest following its strong debut, fueled by its operational role in defense-tech and autonomous drone systems. Traders are actively debating the company's valuation and growth potential against established peers, with many focused on its substantial backlog and ability to secure key U.S. government contracts in an evolving defense environment.

Zcash is a privacy-focused cryptocurrency that uses trustless zero-knowledge proofs to enable fully encrypted transactions while maintaining blockchain transparency and security. It was the first cryptocurrency to implement zero-knowledge encryption for private peer-to-peer payments, addressing the fundamental privacy gap in traditional cryptocurrencies that expose transaction details publicly.   With a fixed supply of 21 million ZEC and a halving schedule similar to Bitcoin, Zcash allows users to prove transactions are valid without revealing sensitive information like wallet balances, transaction amounts, or participant identities, making it suitable for everyday payments, long-term savings, and cross-border money transfers where financial confidentiality matters.  The protocol operates on its own blockchain currently using Proof-of-Work consensus, though it's evolving toward Proof-of-Stake through the planned "Crosslink" upgrade to enhance security, scalability, and energy efficiency. Zcash employs trustless zero-knowledge proofs (Halo) within its Orchard shielded pool to verify transactions without revealing sender, receiver, or amount information.   Users can choose between transparent public transactions and shielded private transactions through Unified Addresses, which work with both types. The network is faster and cheaper than Bitcoin, with new blocks mined every 75 seconds and transaction fees typically just a fraction of a cent. Privacy adoption has surged in 2025, with over 30% of total ZEC supply now held in fully shielded pools.  Zcash was created by a group of scientists in 2013 who initially proposed Zerocoin as a privacy extension to Bitcoin before building a standalone protocol. The ecosystem operates with a self-funded development model where block rewards support independent teams through the Zcash Community Grants Committee and a new Coinholder-Controlled Fund.

Zcash

Zcash is trending following news that the SEC has closed its three-year probe into the token, sparking a significant rally and community discussions regarding its potential to regain past highs. Traders are actively debating whether this movement represents a sustainable breakout or a temporary pump, while many enthusiasts highlight Zcash's privacy features and limited supply as catalysts for long-term growth.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is trending as investors debate the impact of advanced AI models like Anthropic's Mythos on cybersecurity software, with bullish sentiment focused on the stock's role in the new defensive infrastructure alongside Palo Alto Networks. While some community members worry about potential valuation compression and margin headwinds, others highlight the firm's critical platform expansion and persistent enterprise demand as institutional smart money continues to evaluate the sector's long-term resilience.

Syntec Optics Holdings, Inc. engages in the design and manufacture of optics and photonics enabled products. The company was founded in 1981 and is headquartered in Rochester, NY.

Syntec Optics Holdings Inc. - Ordinary Shares - Class A

Syntec Optics Holdings Inc

Syntec Optics (OPTX) is trending as investors react to its position as a domestic supplier of high-precision optics for defense, space, and AI infrastructure, further bolstered by recent defense purchase orders. The community is actively debating the company's growth potential against its financial positioning, with discussions focused on its role in the U.S. defense supply chain and its ability to scale production for LEO satellite and AR military programs.

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<ul class="summary-bullets"><li>The company projects FY26 adjusted EPS in the range of €1.90 to €2.05.</li><li>It estimates FY26 revenue in the range of €2.30 billion to €2.35 billion.</li><li>Birkenstock cited headwinds from currency translation and incremental tariffs on its projections.</li></ul>Birkenstock Holding (<a href="https://stocktwits.com/symbol/BIRK">BIRK</a>) shares tumbled nearly 12% in Thursday’s premarket after the company’s FY26 revenue and adjusted profit projections fell below analyst estimates, as tariff uncertainty weighs on demand. &nbsp;&nbsp;The company that largely makes its products in Germany has increased prices to mitigate the impact of Donald Trump’s 15% tariffs on EU imports, but continues to see muted sales growth as it joins a slew of consumer companies hurt by sweeping U.S. tariffs and elevated inflation.&nbsp;The German footwear company projected adjusted profit for FY26 in the range of €1.90 to €2.05 per share ($2.23 to $2.40), below analyst estimates of €2.09 per share, according to Fiscal.ai. It also projected a 100-basis-point hit to its annual gross margin due to the tariffs' impact.&nbsp;<h2 class="st-heading-2">Revenue Projections</h2>The company’s FY26 revenue estimate of €2.30 billion to €2.35 billion also fell below the €2.39 billion estimate. However, the company’s fourth quarter (Q4) revenue of €526 million edged above analyst estimates of €521 million, as tariff impact was somewhat cushioned by robust demand for its products.&nbsp;The company said it expects to invest in capital expenditures of €110 million to €130 million in 2026, well above the €85 million it invested in 2025 to expand production capacity.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, the retail sentiment around BIRK remained ‘extremely bullish’, and message volume remained ‘extremely high’. The stock was among the top 10 trending stocks on Stocktwits.<figure class="image"><img style="aspect-ratio:643/72;" src="https://news.stocktwits-cdn.com/Capture_1_PNG_a8c4c99ec1.webp" alt="On Stocktwits, the retail sentiment around BIRK remained ‘extremely bullish’, and message volume remained ‘extremely high’. " width="643" height="72"></figure>Shares in Birkenstock have fallen 19% so far in 2025.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.(Exchange Rate: €1 = $1.17) &nbsp;

Various Birkenstock shoes are displayed on shelves in a Birkenstock store on Ehrenstraße. Photo: Rolf Vennenbernd/dpa (Photo by Rolf Vennenbernd/picture alliance via Getty Images)

Birkenstock Stock Tumbles 12% Pre-Market After FY26 Projections Fail To Impress Investors

Birkenstock projected a muted sales growth for FY26, and its adjusted profit estimate came below analyst expectations, as U.S. tariffs continue to impact its business.  

Equity

Birkenstock projected a muted sales growth for FY26, and its adjusted profit estimate came below analyst expectations, as U.S. tariffs continue to impact its business.  


AMC Entertainment Holdings (AMC) is set to unveil its Q2 earnings after market close on Friday. Neither Wall Street nor the stock’s retail investor base seems optimistic about the results.The company has endured a challenging year, impacted by the 2023 actors' and writers' strikes, which significantly curtailed movie releases.Consequently, AMC projected a year-over-year revenue decline of 23.50% for Q2. However, the company also hinted at improved profitability, forecasting a narrower-than-expected loss per share.On Stocktwits, retail sentiment for the stock has improved since it released preliminary numbers, but it remains bearish (44/100) hours before earnings results are due.<figure class="image"><a href="https://stocktwits.com/symbol/AMC"><img style="aspect-ratio:1324/1018;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/AMC_sentiment_graph_showing_improvement_from_Jul_22_to_Aug_2_0b99fb2c84.png" alt="AMC sentiment graph showing improvement from Jul 22 to Aug 2.png" width="1324" height="1018"></a><figcaption>AMC sentiment graph showing improvement from Jul 22 to Aug 2</figcaption></figure>The recent smashing success of films like "Deadpool &amp; Wolverine" has boosted attendance, and the company's recent debt restructuring deal has injected a degree of optimism.However, AMC, a known “meme stock” that has experienced a great deal of volatility this year alongside GameStop, has lost nearly 19% of its valuation in 2024.The decision to release Q2 earnings after market close on a Friday adds an element of uncertainty, and could amplify market reactions due to speculation over the weekend. Retail investors may already be hinting at signs of things to come.

AMC Entertainment expects a 23.50% year-over-year fall in its revenue at $1.03 billion

AMC’s Retail Sentiment Bearish As Q2 Report Nears: Movie Magic Fading?

On Stocktwits, retail sentiment for the stock has improved since it released preliminary numbers, but remains bearish hours before earnings results are due.

AMC Entertainment Holdings on Wednesday announced preliminary earnings for the second quarter of 2024. The company expects a 23.50% year-over-year (YoY) fall in its revenue at $1.03 billion. As for its earnings, it expected a net loss of $32.80 million (down from $8.60 million in net income a year ago). Shares of the firm fell nearly 8% following the announcement while retail sentiment continued to trend in extremely bearish territory (18/100) supported by high message volumes.<figure class="image"><img style="aspect-ratio:788/224;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2024_07_24_at_1_32_10_PM_652954d4bf.png" alt="Retail sentiment trends in extremely bearish territory for AMC Entertainment" width="788" height="224"><figcaption>Retail sentiment trends in extremely bearish territory for AMC Entertainment</figcaption></figure>AMC has attributed the weakness to the prolonged actors’ and writers' strikes of 2023 which severely reduced the number of movies being released theatrically in the early months of 2024.Still, Chairman and CEO Adam Aaron said the firm remains confident that industry-wide movie revenues for the second half of 2024, and into 2025 and 2026 will continue to show increasing strength. “This in turn suggests that AMC should enjoy increasing adjusted earnings before interest, tax, depreciation, and amortization (EBITDA), if and when overall industry revenues are climbing,” he said.The firm is scheduled to report its full results for the second quarter after the market closes on August 2. Retail investors will be awaiting an update on whether the company plans to issue new equity capital to service its large debt loan, which it recently restructured by using its theaters as collateral.The stock hasn’t had a good year so far, having lost over 23% and remaining volatile as part of a core group of “meme stocks” tied to the influence of Roaring Kitty and others. On Wall Street, Macquarie recently raised its price target on the stock from $3.50 to $4.00 while giving an “Underperform” rating suggesting an improving, but still concerning picture.While a trading halt near the market-open allowed Stocktwits users to digest the news, many expressed concern about downside volatility ahead. Meanwhile, one user with a bearish stance on the stock is expecting it to eventually fall back below the $3 mark towards its all-time lows set in April.<figure class="image"><a href="https://stocktwits.com/_RickWithASilentP/message/580572369"><img style="aspect-ratio:789/146;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2024_07_24_at_1_33_12_PM_66083540ef.png" alt="Stocktwits user _RickWithASilentP's post on AMC Entertainment" width="789" height="146"></a><figcaption>Stocktwits user _RickWithASilentP's post on AMC Entertainment</figcaption></figure>

Retail Investors Hammer AMC Entertainment After It Discloses Preliminary Q2 Earnings: Here’s What The Firm Said

The company expects a 23.50% year-over-year (YoY) fall in its revenue at $1.03 billion while net loss is expected to be approximately $320.80 million, compared to net earnings of $8.60 million for the same period last year. 

The company expects a 23.50% year-over-year (YoY) fall in its revenue at $1.03 billion while net loss is expected to be approximately $320.80 million, compared to net earnings of $8.60 million for the same period last year. Retail remains concerned about further dilution given the company’s continued lack of profitability.

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