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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 experiencing heightened volatility and intense social media debate as investors weigh the company's aggressive store expansion and strong brand loyalty against valuation concerns and a high forward P/E ratio. The community is actively tracking upcoming earnings and comparing the stock's growth trajectory to sector stalwarts like Starbucks.

Cheniere Energy, Inc. engages in liquefied natural gas (LNG) related businesses. It owns and operates LNG terminals, develops, constructs, and operates liquefaction projects near Corpus Christi, Texas, and at the Sabine Pass LNG terminal. The company was founded by Charif Souki in 1996 and is headquartered in Houston, TX.

Cheniere Energy Inc.

Cheniere Energy is currently trending as investors weigh its latest earnings performance and record-setting export volumes against shifting geopolitical dynamics in global energy markets. The community is actively debating the company's long-term growth potential and its strategic role in supplying natural gas to Europe and Asia amid ongoing supply disruptions and shifting energy policies.

One Stop Systems, Inc. engages in the design, manufacture, and marketing of computing modules and systems targeting edge deployments. It deals with the design and manufacture of high-performance customized computer and flash arrays, in-flight entertainment, and connectivity and value-added reseller with minimal customization. It operates through the OSS and OSS Europe segments. The company was founded by Stephen D. Cooper and Mark Gunn in 1998 and is headquartered in Escondido, CA.

One Stop Systems Inc

One Stop Systems is seeing significant community interest driven by a series of new defense contracts and strong institutional growth, positioning the stock as a key player in the rugged edge AI and defense infrastructure sector. Investors are actively discussing the stock's low float and potential for a breakout, while closely monitoring upcoming earnings and speculating on future military project wins.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is trending as investors weigh the stock's role as a major exporter of U.S. LNG amid escalating geopolitical instability in the Middle East and the closure of key regional energy facilities. Community members are actively debating the potential for a significant squeeze as supply constraints tighten, while monitoring how the company's uncontracted spot market capacity positions it to capture windfall profits during the ongoing supply disruption.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is generating significant investor buzz as it approaches a highly anticipated quarterly earnings report, with community members closely tracking the company's ability to transition into full-rate production for its drone and USV maritime platforms. Discussions are heavily focused on whether management can deliver strong revenue growth and clear guidance on international contracts, particularly as geopolitical tensions fuel broader demand for autonomous defense technologies.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit Inc. is trending as investors debate its valuation and growth prospects, with community discussion heavily focused on institutional insider buying and the impact of its AI-focused data licensing strategy. While some users are optimistic about the platform's long-term potential as an AI infrastructure asset, others remain skeptical, citing concerns over bot activity and heavy selling pressure from institutional participants.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell is trending as investors digest record financial performance driven by explosive AI server demand, massive order backlogs, and raised forward-looking guidance. The community is actively debating the company's competitive positioning in the AI data center space, with discussions weighing its long-term growth potential against broader market volatility and institutional sentiment.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is trending as investors react to a historic earnings report where the company crushed estimates and provided bullish guidance, though the stock is facing post-print volatility. Community sentiment remains polarized between long-term bulls who view the dip as a strategic accumulation opportunity driven by AI infrastructure demand, and bears warning about potential valuation saturation, geopolitical risks, and high capital expenditure commitments.

Tria is a self-custodial neobank and cross-chain payments infrastructure designed to make onchain money usable in everyday life. It combines card spending, trading, and earning in a single account experience, so users can move value across chains without manually bridging assets, switching networks, or managing chain-specific steps. Under the hood, Tria routes every action through BestPath, an ultra-fast routing and execution layer that takes an intent like “spend,” “swap,” “send,” or “earn” and completes it end-to-end on the optimal path. Tria operates in two modes: a consumer app that includes a Visa-powered card, spot swaps, perpetual futures, and Earn vaults, and a developer and institutional layer that integrates with protocols and ecosystems to embed Tria’s execution rails wherever value already moves. The end goal is simple: one continuous flow for money across chains, with self-custody by default and a product experience that feels effortless for normal users worldwide.

TRIA

TRIA is gaining momentum as investors anticipate a major upcoming partnership with a national online bank and further exchange listings. The community is actively discussing the platform's self-custodial neobanking features and strong transaction volume, though some participants remain cautious and debate the asset's long-term viability.

Palladyne AI Corp. engages in the design, development, and manufacture of industrial robotic systems that augment human performance by combining human intelligence, instinct, and judgment with the strength, endurance, and precision of machines to enhance employee safety and productivity. Its products include Palldyne IQ and Palladyne Pilot. The company was founded by Fraser M. Smith and Benjamin G. Wolff in 2015 and is headquartered in Salt Lake City, UT.

Palladyne AI Corp.

Palladyne AI is seeing heightened market activity and intense community debate as investors react to strong quarterly earnings, reaffirmed multi-hundred percent revenue growth guidance, and the acquisition of significant defense contracts for missile propulsion and autonomous swarm technology. Discussion remains polarized between retail traders eyeing a potential short squeeze due to high short interest and long-term supporters focused on the companys strategic pivot into integrated defense manufacturing.

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<ul class="summary-bullets"><li>Morgan Stanley increased the price target for Lemonade to $85 from $80.&nbsp;</li><li>Tesla’s partnership puts the insurer ahead of competitors, Morgan Stanley says.&nbsp;</li><li>The firm indicated that pricing remains grounded in risk evaluation, suggesting a disciplined approach.</li></ul>Morgan Stanley has upgraded Lemonade Inc. (LMND) to an ‘Overweight’ rating, citing its emerging collaboration with Tesla Inc. (TSLA) as a catalyst that could reshape its long-term growth outlook.In January, the insurance provider introduced a new product for autonomous cars, initially targeting vehicles equipped with Tesla’s Full Self-Driving technology. (FSD)<a href="https://stocktwits.com/symbol/LMND">Lemonade stock</a> traded over 6% higher in Tuesday’s premarket. On Stocktwits, retail sentiment around the stock changed to ‘neutral’ from ‘bearish’ territory the previous day. Message volume shifted to ‘low’ from ‘extremely low’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2025_08_18_092502_png_4d549e99e9.webp" alt="LMND’s Sentiment Meter and Message Volume as of 06:00 a.m. ET on Mar. 17, 2026 | Source: Stocktwits" width="947" height="108"><figcaption>LMND’s Sentiment Meter and Message Volume as of 06:00 a.m. ET on Mar. 17, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">A First Mover Bet On Autonomous Insurance&nbsp;</h2>Morgan Stanley stated that Lemonade’s early involvement in the autonomous vehicle ecosystem "represents an important first step", according to TheFly. By working alongside Tesla, the insurer gains access to real-world driving data and operational insights, positioning it ahead of competitors in a space that is still developing.&nbsp;The firm sees this as a foundational move that could unlock future opportunities as self-driving adoption expands. Morgan Stanley also increased the price target for Lemonade to $85 from $80.&nbsp;<h2 class="st-heading-2">What Does It Mean For LMND’s Earnings Story?</h2>Lemonade has introduced a pricing incentive, offering a steep 50% discount on auto coverage when Tesla’s full self-driving mode is activated. Lemonade said drivers using the feature could see per-mile costs reduced by roughly half, reflecting internal data suggesting lower accident risk during automated operation.Despite this aggressive approach, Morgan Stanley noted that the company is not compromising on underwriting standards. The firm indicated that pricing remains grounded in risk evaluation, suggesting a disciplined approach even as it experiments with new models.Analysts expect Lemonade to deepen its exposure to autonomous driving over time, which could help scale its insurance platform. Morgan Stanley also believes this trajectory could “meaningfully improve” the company’s earnings profile over the longer term.LMND stock has declined over 18% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/lululemon-heads-for-first-sales-drop-in-six-years-amid-leadership-turmoil/cZ33yCfRIQ8">Lululemon Heads For First Sales Drop In Six Years Amid Leadership Turmoil</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Lemonade, Inc. is displayed on a smartphone screen, with the company's bright pink branding visible in the background, on May 04, 2025, in Chongqing, China.

LMND Stock Rises Pre-Market: Morgan Stanley Backs Its Early Bet On Autonomous Vehicle Insurance

Morgan Stanley said Lemonade’s initial move into the self-driving vehicle space “represents an important first step.”

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5 Sector ETFs Rallying on Q2 Earnings Strength

GAMR, ALAI, ARKX, PFI and ONLN shine as strong Q2 earnings lift sectors from gaming and AI to retail and aerospace.


Upstart Holdings Inc (UPST) shares surged about 26% in the after-market trade on Tuesday after the company posted a surprise profit and its fourth-quarter revenue beat Wall Street’s estimates.On an adjusted basis, the company posted earnings of $0.26 per share for the three months ended Dec. 31, compared with average analysts’ estimate of a loss of $0.15 per share.According to Koyfin data, the company reported quarterly revenue of $218.96 million, compared with the average analysts’ estimate of $181.92 million.Its net loss narrowed to $2.8 million, compared with $42.4 million in the same period last year.Upstart’s total loans jumped to 245,663 from 129,664 in the year-ago quarter, while its transaction volumes rose 66% to $2.1 billion.Its revenue from fees rose to $199.28 million from $152.86 million last year.The company expects to post $1 billion in revenue in 2025, which, if it meets its projections, will be a record annual revenue for the AI lending platform.Upstart also forecast a net interest income (NII) of about $80 million in 2025 and said it expects to at least break even this year. The company last posted a net profit in 2021.“In Q4 of 2024, our business grew dramatically across all product categories, delivered Adjusted EBITDA at levels not seen since the first quarter of 2022, and came within a whisker of returning to GAAP profitability,” CEO Dave Girouard said. &nbsp;Retail sentiment on Stocktwits moved higher in the ‘extremely bullish’ (96/100) territory, while retail chatter was ‘extremely high.’<figure class="image"><img style="aspect-ratio:803/184;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/UPST_Feb_12_d313e05882.JPG" alt="UPST’s Sentiment Meter and Message Volume as of 01:34 a.m. ET on Feb. 12, 2025 | Source: Stocktwits" width="803" height="184"><figcaption>UPST’s Sentiment Meter and Message Volume as of 01:34 a.m. ET on Feb. 12, 2025 | Source: Stocktwits</figcaption></figure>Users speculated if the stock could hit $350 soon, a level it last touched in 2021.<stembedurl>https://stocktwits.com/Koapark/message/603873161</stembedurl><stembedurl>https://stocktwits.com/drabon74/message/603874169</stembedurl>Over the past year, <a href="https://stocktwits.com/symbol/UPST">Upstart stock</a> has nearly doubled.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/energy-transfer-stock-falls-after-market-on-q4-revenue-miss-retail-shrugs-it-off/ch5aJ3ERub">Energy Transfer Stock Falls After-market On Q4 Revenue Miss: Retail Shrugs It Off</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Upstart Holdings Stock Soars Aftermarket After Surprise Q4 Profit: Retail’s Exuberant

On an adjusted basis, the company posted earnings of $0.26 per share for the three months ended Dec. 31, compared with average analysts’ estimate of a loss of $0.15 per share.

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