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Spire Global, Inc. collects space-based data using a proprietary constellation of low earth multi-use receiver nanosatellites. Its software analytics generate proprietary data, insights and predictive analytics for its customers through a subscription model. The company was founded by Peter Platzer in August 2012 and is headquartered in Vienna, VA.

Spire Global Inc - Ordinary Shares - Class A

Spire Global is gaining significant momentum as investors rotate into the space and defense sector, fueled by major contract wins like the recent Missile Defense Agency SHIELD IDIQ. The community is actively debating the stock's growth trajectory and fundamental potential while closely monitoring institutional accumulation and potential short squeeze dynamics amid heightened volatility.

Atlassian Corp. is a holding company, which engages in providing team collaboration and productivity software. Its products include Jira Software, Confluence, Jira Service Management, and Loom. The company was founded by Michael Cannon-Brookes and Scott Farquhar in October 2002 and is headquartered in San Francisco, CA.

Atlassian Corporation - Ordinary Shares - Class A

Atlassian Corporation Plc

Atlassian is experiencing a severe structural sell-off as investors aggressively de-risk from SaaS stocks amid rising fears that AI agents could disrupt enterprise software workflows. While some market participants are attempting to bottom-fish based on the company's deeply embedded position in corporate infrastructure, others remain deeply skeptical, citing ongoing institutional exits and negative sentiment surrounding valuation multiples and competitive threats.

The Mosaic Co. engages in the production and marketing of concentrated phosphate and potash crop nutrients. It operates through the following segments: Phosphates, Potash, and Mosaic Fertilizantes. The Phosphates segment is involved in the ownership and operation of mines and production facilities which produce concentrated phosphate crop nutrients and phosphate-based animal feed ingredients, and processing plants which produce concentrated phosphate crop nutrients. The Potash segment includes mining, processing, and selling potash. The Mosaic Fertilizantes segment focuses on mines, chemical plants, crop nutrient blending and bagging facilities, port terminals, and warehouses. The company was founded on March 25, 2004 and is headquartered in Tampa, FL.

Mosaic Company

Mosaic is trending as investors weigh persistent supply-chain riskscompounded by Middle East tensions and shifting trade policyagainst the company's valuation as a major North American real-asset producer. The community remains heavily divided between those viewing the stock as a deeply undervalued play on critical agricultural inputs and food security, and skeptics wary of margin pressures, geopolitical headlines, and ongoing analyst downgrades.

Barrick Mining Corp. engages in the production and sale of gold, copper, and related activities. It also provides exploration and mining development. It operates through the following business segments: Carlin, Cortez, Turquoise Ridge, Pueblo Viejo, Loulo-Gounkoto, Kibali, Veladero, North Mara, Bulyanhulu, and Other Mines. The company was founded by Peter D. Munk in 1983 and is headquartered in Toronto, Canada.

Barrick Mining Corp.

Barrick Mining Corp

Barrick Mining is currently capturing significant investor attention as gold prices hit historic highs, fueling speculation about long-term valuation shifts and potential production expansions at its Reko Diq and Four Mile projects. Community discussion is heavily focused on whether the company's recent operational updates and strategic focus on value maximization through a proposed North American assets IPO will successfully unlock latent value amid the ongoing gold bull cycle.

Maulcoin

Maulcoin is trending as the community celebrates the successful recovery of its ticker and actively campaigns to increase market visibility and liquidity. Supporters are rallying around the project's transparent, organic growth model, framing it as an alternative to typical high-risk meme coin volatility.

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 Technologies is experiencing heightened volatility driven by a rare public endorsement from President Trump, which has sparked intense debate between investors viewing it as a critical defense infrastructure play and those following bearish narratives from figures like Michael Burry. Community discourse is sharply divided between tactical traders attempting to capitalize on the political headlines and long-term believers defending the company's entrenchment within government and military AI operations despite ongoing valuation concerns.

Sezzle, Inc. engages in the operation of a digital payment platform that enables bank-to-bank transfer of money between consumers and businesses. The company was founded by Charlie G. Youakim, Killian Brackey and Paul V. Paradis on January 4, 2016 and is headquartered in Minneapolis, MN.

Sezzle Inc.

Sezzle is seeing significant volatility following the abrupt resignation of a board member who cited major friction with management regarding strategy and corporate governance. While the stock has faced downward pressure, the community remains divided between those viewing the internal shakeup as a red flag and others focusing on strong underlying fundamentals and the potential for a short squeeze as the company continues its pivot toward a broader financial services platform.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is experiencing significant upward momentum and volatility following a massive patent settlement that removes a long-standing legal overhang, combined with positive regulatory progress for its combined COVID-19 and flu vaccine. The community is actively debating the stock's potential for a major short squeeze given the substantial short interest and bullish sentiment surrounding its expanding oncology pipeline and partnership with Merck.

Gilead Sciences, Inc. is a biopharmaceutical company, which engages in the research, development, and commercialization of medicines in areas of unmet medical need. The firm's primary areas of focus include human immunodeficiency virus, acquired immunodeficiency syndrome, liver diseases, hematology, oncology, and inflammation and respiratory diseases. It offers antiviral products under Harvoni, Genvoya, Epclusa, Truvada, Atripla, Descovy, Stribild, Viread, Odefsey, Complera/Eviplera, Sovaldi, and Vosevi brands. The company was founded by Michael L. Riordan on June 22, 1987 and is headquartered in Foster City, CA.

Gilead Sciences, Inc.

Gilead Sciences is trending due to strong momentum in its HIV franchise, bolstered by the expansion of its treatment pipeline and strategic moves to secure long-term market exclusivity for key products. Community discussion is heavily focused on the company's aggressive M&A appetite in the oncology and cell therapy sectors, with investors closely watching for potential acquisitions that could further diversify its growth beyond established cash flows.

KraneShares Trust - KraneShares CSI China Internet ETF

KraneShares CSI China Internet ETF

The KraneShares CSI China Internet ETF ($KWEB) is trending as investors weigh aggressive call option activity against market volatility surrounding recent U.S.-China trade developments and evolving regulatory shifts in the Chinese tech sector. Community sentiment is deeply polarized, with many market participants viewing the current valuation as a multi-year accumulation opportunity driven by AI infrastructure investment, while others remain cautious regarding macro headwinds and persistent geopolitical uncertainty.

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<ul class="summary-bullets"><li>INDO will supply a fleet of heavy-tracked engineering vehicles to a major military client.</li><li>The initiative covers a two-year delivery period and sets up support systems for at least four more years.</li><li>Through the acquisition, Ondas aims to create a multi-domain autonomous ecosystem that spans aerial systems, and ground robotics.</li></ul>Ondas Inc. (ONDS) is speeding up its push into autonomous defense technologies with the acquisition of INDO Earth Moving, a specialist in heavy engineering equipment for military and national infrastructure programs.&nbsp;The move positions Ondas to expand its autonomous systems capabilities and deliver a major military engineering vehicle program as a prime contractor.<h2 class="st-heading-2">Acquisition and Military Program</h2>INDO recently won a $140 million tender to supply a fleet of heavy-tracked engineering vehicles to a major military client, covering delivery, long-term maintenance, logistics, and operational support.&nbsp;The program spans two years for delivery and establishes sustainment infrastructure for at least four additional years. By combining INDO’s platforms with Ondas’ existing technologies from 4M Defense, Roboteam, and Apeiro, the company aims to create a multi-domain autonomous ecosystem that spans aerial systems, ground robotics, and heavy engineering platforms.<a href="https://stocktwits.com/symbol/ONDS">Ondas stock</a> was modestly higher on Tuesday morning.&nbsp;<h2 class="st-heading-2">What Are Stocktwits Users Saying?&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;A bullish Stocktwits user commended the company’s vision.&nbsp;<stembedurl>https://stocktwits.com/DrGoldenrod/message/647734798</stembedurl>Another user expressed optimism about the growth potential, saying the ‘stock is going very much higher’.<stembedurl>https://stocktwits.com/JDInvests20/message/647732919</stembedurl><h2 class="st-heading-2">Financial Outlook and Long-Term Strategy</h2>The $140 million military engineering vehicle program is expected to begin contributing revenue in the second quarter of 2026. Ondas views this acquisition as a crucial step toward expanding its portfolio of advanced autonomous and robotic systems for mission-critical defense and infrastructure work globally.&nbsp;"By combining INDO's engineering vehicle platform with Ondas' autonomy architecture, we see the opportunity to evolve these systems into robotic engineering vehicles capable of operating in high-risk environments while significantly improving safety and operational effectiveness,” said Oshri Lugassy, Co-CEO of Ondas Autonomous Systems.ONDS stock has gained over 9% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/kevin-hasset-says-rising-oil-prices-are-a-risk-premium-to-end-terrorism-report/cZ3E5e1RIQy">Kevin Hasset Says Rising Oil Prices Are A 'Risk Premium To End Terrorism': Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Ondas Holdings logo is seen displayed on a smartphone screen.

Ondas Expands Robotic Defense Future With INDO Acquisition: Retail Believes ‘Stock Is Going Much Higher’

Ondas Inc. (ONDS) is speeding up its push into autonomous defense technologies with the acquisition of INDO Earth Moving, a specialist in heavy engineering equipment for military and national infrastructure programs. 

Equity

The $140 million military engineering vehicle program is expected to begin contributing revenue in second-quarter of 2026. 


Ondas Inc. (ONDS) has expanded its defense technology portfolio by acquiring BIRD Aerosystems, a developer of airborne missile protection and intelligence systems.&nbsp;The acquisition positions Ondas in the growing market for unmanned aerial system (UAS) protection, adding advanced sensing, mitigation, and mission command-and-control technologies to its platform.BIRD Aerosystems, founded in Israel in 2001, specializes in Airborne Missile Protection Systems (AMPS) and Airborne Surveillance, Intelligence, and Observation (ASIO) platforms.<a href="https://stocktwits.com/symbol/ONDS">Ondas’ stock</a> traded over 1% higher in Wednesday’s premarket.&nbsp;Get updates to this developing story directly on Stocktwits.

In this photo illustration, a person holds a smartphone displaying the logo of Ondas Holdings Inc. (Photo illustration by Cheng Xin/Getty Images)

Ondas Moves Deeper Into Defense Tech With BIRD Aerosystems Acquisition

BIRD Aerosystems specializes in Airborne Missile Protection Systems and Airborne Surveillance, Intelligence, and Observation platforms.

<ul class="summary-bullets"><li>The work forms part of a large demining program previously awarded to 4M Defense following a competitive tender worth more than $30 million.</li><li>The first phase of the program carries an execution period of up to three years.</li><li>The project will focus on eliminating legacy minefields and unexploded munitions across roughly 740 acres of hazardous terrain.</li></ul>Ondas Holdings Inc. (ONDS) garnered retail traders’ attention on Tuesday after the company said its subsidiary, 4M Defense, secured the first operational contract under a multi-year landmine clearance initiative in Israel.&nbsp;The order, valued at about $15.8 million, marks the beginning of a broader effort to remove dangerous explosive remnants from land along the Israel-Syria border using advanced robotics and aerial technologies.<h2 class="st-heading-2">Initial Contract And Potential Expansion</h2>The work forms part of a large demining program previously awarded to 4M Defense following a competitive tender worth more than $30 million. The project will focus on eliminating legacy minefields and unexploded munitions across roughly 740 acres of hazardous terrain.The first phase of the program carries an execution period of up to three years and includes options that could add as much as $30 million in additional work over future phases.<blockquote>"By combining robotics, drone-based mapping, and advanced sensor technologies, we are able to significantly accelerate the surveying and reduction of hazardous areas while improving safety for operational teams.”’-Oshri Lugassy, Co-CEO, Ondas Autonomous Systems</blockquote>On Monday, Ondas said it will merge with defense company Mistral, a deal that could open the door to over $1 billion in contracts and boost its role in military drone and autonomous technology programs.<h2 class="st-heading-2">How Did Stocktwits Users React?&nbsp;</h2><a href="https://stocktwits.com/symbol/ONDS">Ondas’ stock</a> traded over 4% higher on Tuesday mid-morning. On Stocktwits, retail sentiment around the stock chaned to 'extremely bullish' from ‘bullish’ territory the previous day amid ‘high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_10_121733_png_66fc81535a.webp" alt="ONDS’s Sentiment Meter and Message Volume as of 11:15 a.m. ET on Mar. 10, 2026 | Source: Stocktwits" width="926" height="112"><figcaption>ONDS’s Sentiment Meter and Message Volume as of 11:15 a.m. ET on Mar. 10, 2026 | Source: Stocktwits</figcaption></figure>The stock saw a 255% surge in retail message over a 24-hour period as of Tuesday morning.&nbsp;A bullish Stocktwits user lauded the update and added that Ondas is shining in all aspects of its business.&nbsp;<stembedurl>https://stocktwits.com/BullishBurgundy/message/647094309</stembedurl>Another user highlighted Ondas’ merger with Mistral, calling it a move in the right direction.<stembedurl>https://stocktwits.com/Mikeiavelli/message/647094503</stembedurl>ONDS stock gained over 227% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-bntx-stock-tumble-pre-market-today/cZdoYZmRIey">Why Did BNTX Stock Tumble 17% Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Ondas Draws Retail Buzz As Subsidiary Lands $15.8M Israel Mine-Clearing Deal 

The order marks the beginning of a broader effort to remove dangerous explosive remnants from land along the Israel-Syria border using advanced robotics and aerial technologies.

<ul class="summary-bullets"><li>The companies will focus on joint solution design, mission applications, data integration, and go-to-market strategies.</li><li>Target customers include U.S. Defense and Homeland Security agencies, and allied governments.</li><li>Ondas and World View will develop surveillance and counter-drone technologies.</li></ul>Ondas (ONDS) on Monday unveiled a $10 million investment in near-space company World View Enterprises, in a bid to strengthen its intelligence, surveillance and reconnaissance (ISR) capabilities and expand its footprint in next-generation airspace defense solutions.The companies also entered into a partnership to develop integrated, multi-domain solutions for defense and homeland security customers, combining World View’s high-altitude, long-endurance stratospheric balloon systems with Ondas’ unmanned aircraft and autonomous technologies to develop surveillance and counter-drone technologies.The companies will focus on joint solution design, mission applications, data integration, and go-to-market strategies. Their target customers include U.S. Defense and Homeland Security agencies, allied governments, and critical infrastructure operators.<a href="https://stocktwits.com/symbol/ONDS">ONDS shares</a> traded 7% higher.<h2 class="st-heading-2">Ondas' C-UAS Updates</h2>Last month, Ondas successfully deployed its C-UAS (counter-drone) solutions to a German State Police office amid growing concerns over drone activity.&nbsp;Previously, Ondas’ subsidiary Airobotics secured a multi-million-dollar order from a NATO-country customer for its Iron Drone Raider system.&nbsp;Despite these wins, Ondas has faced criticism from JCapital for pursuing high-priced, loss-making acquisitions funded through significant share dilution, raising questions about the company’s financial strategy.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits turned 'bullish' from 'bearish' amid 'high' message volumes.One user expects the stock to double this year from its current price.<stembedurl>https://stocktwits.com/Hunter777/message/646339421</stembedurl>Another user sees the stock primed for rally.<stembedurl>https://stocktwits.com/Coney/message/646336747</stembedurl>Year-to-date, the stock has gained 6%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone displays the logo of Ondas Holdings Inc., in front of a screen showing the company's latest stock market chart on August 8, 2025 in Chongqing, China. (Photo illustration by Cheng Xin/Getty Images)

Ondas Deepens Defense Push With $10 Million World View Investment: ONDS Stock Rises 6%

Ondas to partner with World View Enterprises to develop surveillance and counter-drone technologies for U.S. Defense and Homeland Security Agencies

Summary: Ondas to partner with World View Enterprises to develop surveillance and counter-drone technologies for U.S. Defense and Homeland Security Agencies


Should You Invest in the Invesco Dorsey Wright Technology Momentum ETF (PTF)?

Shares of AppLovin Corp. ($APP) retreated in Friday’s after-hours session after S&amp;P Dow Jones Indices gave the company a miss in its latest quarterly rebalance of the broader S&amp;P 500 Index.Palo Alto, California-based AppLovin, a software-based platform developer for advertisers to enhance marketing and monetization of content, was left off the list of the companies that would be part of the S&amp;P 500 Index following the index’s quarterly rebalancing, which was announced Friday.S&amp;P Dow Jones Indices said Apollo Global Management, Inc. (<a class="mention" data-mention="$APO" data-symbol-id="APO" href="https://stocktwits.com/symbol/APO" target="_blank">$APO</a>) and Workday, Inc. (<a class="mention" data-mention="$WDAY" data-symbol-id="WDAY" href="https://stocktwits.com/symbol/WDAY" target="_blank">$WDAY</a>) will replace Qorvo, Inc. (<a class="mention" data-mention="$QRVO" data-symbol-id="QRVO" href="https://stocktwits.com/symbol/QRVO" target="_blank">$QRVO</a>) and Amentum Holdings, Inc. (<a class="mention" data-mention="$AMTM" data-symbol-id="AMTM" href="https://stocktwits.com/symbol/AMTM" target="_blank">$AMTM</a>), respectively, in the S&amp;P 500 Index, effective before the market open on Monday, Dec. 23.AppLovin and Coinbase Global, Inc. (<a class="mention" data-mention="$COIN" data-symbol-id="COIN" href="https://stocktwits.com/symbol/COIN" target="_blank">$COIN</a>) were widely expected to be included in the index ahead of the announcement, given these companies were among the ones with the largest market capitalizations and yet were not part of the index.The prestigious S&amp;P 500 Index,&nbsp;a market-cap weighted index, is considered the best single gauge of large-cap U.S. equities. It includes 500 leading companies, accounting for about 80% of the available market capitalization.&nbsp;Index inclusion is typically positive, as funds holding portfolios mirroring the index buy stocks to maintain the respective weightings of the component stocks. These stocks also benefit from increased volume and liquidity due to purchases by index funds and ETFs.S&amp;P Dow Jones Index rebalances its flagship market-capitalization index series once a quarter.AppLovin shares climbed 5.92% to $401.50 during Friday’s regular session as traders factored in an S&amp;P 500 inclusion. That was not to be, and the stock pulled back in the after-hours session, settling down 3.86% at $385.99.<figure class="image"><img style="aspect-ratio:637/128;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/app_sentiment_9f90594a03.png" alt="app-sentiment.png" width="637" height="128"><figcaption>APP sentiment and message volume December 8, 2024, as of 11:30 pm ET | Source:&nbsp;Stocktwits</figcaption></figure>Sentiment toward <a href="https://stocktwits.com/symbol/APP">AppLovin shares</a> remained bullish on Stocktwits (57/100) despite the snub, but the degree of bullishness toned down from a day ago. Message volume remained ‘normal.’A Stocktwits user said the stock could see an extended rally from current levels, citing strong fundamentals.<stembedurl>https://stocktwits.com/trading_momentum/message/595642905</stembedurl>The stock has gained over 900% for the year-to-date period.For updates and corrections, email newsroom[at]stocktwits[dot]com.

AppLovin company logo is seen displayed on a smartphone screen. 

AppLovin Stock Pulls Back Late Friday Following S&P 500 Snub: Retail Stays Bullish

Index inclusion is typically positive, as funds holding portfolios mirroring the index buy stocks to maintain the respective weightings of the component stocks.

Shares of AST SpaceMobile Inc (ASTS) plunged nearly 9% on Wednesday morning after the company said it will redeem all of its publicly traded warrants that remain outstanding at 5:00 pm New York City time on Sept. 27 to purchase shares of Class A common stock.AST SpaceMobile said the stock price condition was satisfied on Aug. 23, the third trading day prior to the notice of redemption being sent to warrant holders.In the wake of the disclosure, retail sentiment on Stocktwits dipped into the ‘bearish’ territory (37/100) from ‘bullish’ a day ago as investors began considering the impact of the dilution post the exercise of the warrants.<figure class="image"><a href="https://stocktwits.com/symbol/ASTS"><img style="aspect-ratio:1640/470;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2024_08_28_at_9_36_14_AM_ea3af22d41.png" alt="AST Spacemobile sentiment meter as of 9:36 a.m. ET on August 28, 2024" width="1640" height="470"></a><figcaption>AST Spacemobile sentiment meter as of 9:36 a.m. ET on August 28, 2024</figcaption></figure>Stocktwits users are disappointed with the development and the expected dilution of the stock.<stembedurl>https://stocktwits.com/deadinsidexxx/message/584372484</stembedurl>Earlier this month, AST SpaceMobile received several analyst upgrades after the firm disclosed second-quarter updates.The firm said its first five commercial satellites are on target for dedicated orbital launch in the first half of September and that it has secured FCC approval with initial license for the launch.The company had stated that a strategic investment by Verizon has brought $100 million worth of financial commitment, that includes $65 million of commercial prepayments and $35 million of convertible notes.Following the announcements, B. Riley Securities reportedly maintained a ‘Buy’ rating on the stock while raising the price target to $26 from $15. UBS, too, maintained its ‘Buy’ rating on the stock while increasing the price target to $30 from $13.The stock has witnessed a significant rally since mid-May when it crossed above its 200-daily moving average for the first time since Nov. 2023. From about $4 a share, the stock rallied to a high of about $39 in mid-August before paring some of the gains. Some Stocktwits users believe the stock may hit the 20s in the coming times.<stembedurl>https://stocktwits.com/Bobby7566/message/584373753</stembedurl>Also See: <a href="https://stocktwits.com/news/markets/equity/chewy-stock-rises-after-upbeat-q2-earnings/c7w7BeTR2T">Chewy Stock Rises 5% After Q2 Net Income Jumps 14x: Retail Goes Crazy</a>&nbsp; &nbsp;

AST SpaceMobile recently received a slew of analyst upgrades after the firm disclosed second-quarter updates.

AST SpaceMobile Stock Plunges After Warrants Redemption Notice: What Is Retail Thinking?

AST SpaceMobile said the stock price condition was satisfied on Aug. 23, the third trading day prior to the notice of redemption being sent to warrant holders. 

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