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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's performance post-earnings is sparking mixed reactions, with some questioning if the AI hype is sustainable as the stock struggles to hold gains despite positive results. The community is debating potential accounting issues and the concentration of revenue among a few key customers, while others see this as a temporary dip before a larger rally driven by long-term AI growth. Concerns about valuation, market manipulation, and broader economic headwinds are also fueling the discussion.

Safe & Green Holdings Corp. is a design and construction services company, which engages in the provision of code engineered cargo shipping containers. It operates through the following segments: Construction, Medical, Development, and Corporate and Support. The Construction Services segment includes the manufacturing of unit SG ECHO and other modules projects. The Medical segment consists of joint venture COVID-19 laboratory operations. The Development segment focuses on real property development. The Corporate and Support segment includes general corporate expenses such as the executive office, corporate finance, accounting, audit, tax, human resources, risk management, information technology, marketing, and legal groups, corporate overhead, and other items not allocated to any of the company's other segments. The company was founded on December 29, 1993 and is headquartered in Miami, FL.

Safe & Green Holdings Corp

Safe & Green Holdings is trending due to high short interest and a strategic shift towards integrated energy solutions, sparking discussions of a potential short squeeze. The community is debating the stock's volatility, with some urging others to hold strong while others are wary of a potential pump and dump. Bullish investors are comparing it to previous squeeze events.

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 is trending due to rising memory chip prices driven by AI data center demand, with some analysts predicting substantial future growth and a new price target. Community discussions reflect bullish sentiment, but also caution about potential pullbacks after a significant year-to-date increase. Some traders point to technical indicators suggesting it may be overbought in the short-term.

Seres Therapeutics, Inc. engages in the development of biological drugs through microbiome therapeutics platform. Its product pipeline includes SER-109, SER-287, SER-301, and SER-401. The company was founded by Geoffrey von Maltzahn, David A. Berry, and Noubar B. Afeyan on October 18, 2010 and is headquartered in Cambridge, MA.

Seres Therapeutics Inc

MCRB is trending as the community speculates about a potential buyout, with many pointing to Nestle as a likely suitor given past collaborations and recent corporate restructuring. Discussions revolve around the timing of a deal before the end of the year, potential offer prices, and the impact on shareholders. Some traders are expressing skepticism, citing possible pump-and-dump schemes or an upcoming offering.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is trending downwards, sparking debates about whether it's a temporary dip or the start of a longer bear market, as community members analyze support levels and potential bottom prices. Mixed opinions are fueled by discussions of market manipulation, external factors like potential strategic reserves, and comparisons to the performance of traditional markets. Some traders express concern over heavy liquidations, while others remain optimistic about long-term prospects and institutional adoption.

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SPY is experiencing significant volatility, driven by reactions to economic data and sector-specific news like NVDA's earnings. Community chatter highlights a struggle between bulls and bears, with many discussing potential bull traps and the impact of AI on the market. Traders are closely watching key support and resistance levels amid uncertainty about future rate cuts.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with Mobility Drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting Carriers with Shippers on its platform, and gives Carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is trending as investors discuss a recent sell-off despite strong earnings, with community members debating whether this presents a buying opportunity or if concerns about profitability and guidance warrant caution. Some are concerned about Waymo and Tesla's presence in the autonomous vehicle space. Others cite low P/E and upcoming catalysts as reasons for bullish sentiment.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategy is experiencing significant volatility, with community discussions focused on potential downside risks and the correlation with Bitcoin's price movements. Bearish sentiment seems to be growing as some traders discuss shorting opportunities and question the company's long-term prospects given its leveraged position in Bitcoin. Others remain bullish, citing oversold conditions and potential for a rebound.

Bitmine Immersion Technologies, Inc. is a blockchain technology company, which engages in industrial scale digital asset mining, equipment sales, and hosting operations. It operates through the Cryptocurrency Mining Industry segment. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

Bitmine Immersion Technologies Inc

Bitmine Immersion Technologies is trending amid volatile crypto markets and a recent downturn, leading to heightened community discussion around unrealized losses and potential bottom prices. Investors are closely watching for a potential announcement regarding staking rewards to support the stock's price, while also debating the influence of analysts like Tom Lee and market factors on BMNR's performance in relation to Ethereum.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is trending due to positive community sentiment fueled by strong earnings and a potential shift to a tech-forward image with a possible move to the Nasdaq. Discussions also revolve around the impact of consumer spending habits, SNAP benefits, and competition with other retailers. The stock is experiencing increased interest and mentions as a key player in the retail sector.

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<ul class="summary-bullets"><li>According to Moderna, the onshoring will support both commercial and clinical supply and create hundreds of jobs with over $140 million in investment.&nbsp;</li><li>The new investment is aimed at allowing the company to control the entire production process.</li><li>Other popular pharma companies have also recently committed large amounts to expanding U.S. manufacturing, including Pfizer, Eli Lilly, and Johnson &amp; Johnson.</li></ul>Moderna, Inc. (MRNA) on Wednesday announced that it will bring drug product manufacturing to its existing Moderna Technology Center in Norwood, Massachusetts, as it seeks to operate end-to-end manufacturing for its mRNA medicines in the U.S."By onshoring Drug Product manufacturing to our campus in Norwood, Massachusetts, we have completed the full manufacturing loop under one roof in the U.S.," <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://feeds.issuerdirect.com/news-release.html?newsid=5477880263899463&amp;symbol=MRNA">said</a> CEO Stéphane Bancel. According to Cambridge-based Moderna, the onshoring will support both commercial and clinical supply and create hundreds of jobs with over $140 million in investment.<h2 class="st-heading-2">Timeline For New Facility</h2>The company said it has commenced construction at the facility in Massachusetts to incorporate drug product manufacturing capability, which is slated for completion in the first half of 2027.The move comes as the company seeks to reduce its reliance on contract manufacturers. The new investment is aimed at allowing the company to control the entire production process.Other popular pharma companies have also recently committed large amounts to expanding U.S. manufacturing, including Pfizer, Eli Lilly, and Johnson &amp; Johnson, as they seek to reduce reliance on overseas manufacturing.<h2 class="st-heading-2">Moderna’s mRNA Candidates</h2>Moderna rose to fame during the COVID-19 pandemic with its mRNA-based vaccine Spikevax. In the third quarter of 2025, the company reported total revenue of $1 billion, down from $1.9 billion in the corresponding period of 2024, mainly due to lower COVID-19 vaccine sales.However, Covid vaccine sales accounted for a whopping 97% of the company’s overall revenue in the three months through the end of September.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around MRNA stayed within the ‘bearish’ territory over the past 24 hours, while message volume stayed at ‘low’ levels.<a href="https://stocktwits.com/symbol/MRNA">MRNA stock</a> is down 41% this year and 34% over the past 12 months.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/kzia-stock-soars-after-company-stage-iv-cancer-patients-shows-initial-complete-remission-on-its-drug-combination/cLPoQdMREBN">KZIA Stock Soars After Stage IV Cancer Patient Shows Initial Complete Remission On Its Drug Combination</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

In this photo illustration, Moderna’s logo is displayed on a smartphone with an economic stock exchange index graph in the background. (Photo Illustration by Budrul Chukrut/SOPA Images/LightRocket via Getty Images)

Moderna Brings Back Drug Product Manufacturing To Home Ground

The company said it has commenced construction at the Massachusetts facility, which is slated for completion in the first half of 2027.

Equity

<ul class="summary-bullets"><li>Battery electric vehicle sales, however, took a sharp hit, decreasing by 24.8% to 4,709 units, likely due to the expiration of the federal tax credit of $7,500 on the purchase of new EVs in the U.S. on September 30.&nbsp;</li><li>The F-series truck continued to be the company’s best-seller in October with 67,930 units sold, marking a growth of 0.7% year-over-year.&nbsp;</li><li>The company’s SUV sales, however, fell 4.7% last month to 65,968 units.&nbsp; &nbsp;</li></ul>Ford Motor Co. (F) on Monday said that it delivered 175,584 vehicles in the U.S. in October, marking a growth of 1.6% from the corresponding period last year, thanks to continued demand for its F-series trucks.The growth was primarily driven by a 3.4% growth in sales of the company’s internal combustion engine vehicles.<h2 class="st-heading-2">Electric Vehicle Sales Dive</h2>Battery electric vehicle sales, however, <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://s205.q4cdn.com/882619693/files/doc_news/2025/Nov/03/Ford-U-S-October-2025-Sales-Release.pdf">took</a> a sharp hit, decreasing by 24.8% to 4,709 units, likely due to the expiration of the federal tax credit of $7,500 on the purchase of new EVs in the U.S. on September 30.While the company’s Mustang Mach-E sales dived 12.3% to 2,906 units, sales of its EV truck F-150 Lightning dropped 17.2% to 1,543 units. Sales of the company’s electric E-transit van, meanwhile, fell 76.1% to just 260 units.Last month, General Motors announced that it is canceling production of E-transit’s competitor, Brightdrop electric van, in Canada, citing slow development in the commercial electric van market.<h2 class="st-heading-2">F-Series Continues To Reign</h2>The F-series truck continued to be the company’s best-seller in October with 67,930 units sold, marking a growth of 0.7% year-over-year.The company’s SUV sales, however, fell 4.7% last month to 65,968 units, as sales of all of the company’s Lincoln brand SUVs fell, except the Navigator. The retirement of the Ford Edge SUV also weighed on the SUV sales numbers.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2><a href="https://stocktwits.com/symbol/F">F stock</a> is down by 1% at the time of writing. On Stocktwits, retail sentiment around F stock remained within the ‘bearish’ territory, while message volume decreased from ‘normal’ to ‘low’ levels.A Stocktwits user highlighted that November is typically a good month for autos.<stembedurl>https://stocktwits.com/ChumpMoney/message/634683037</stembedurl>F stock is up 31% this year and approximately 25% over the past 12 months.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/equity/gary-black-expects-musks-1-trillion-pay-package-to-receive-overwhelming-approval/cL2NOFZR3zw">Gary Black Expects Musk’s $1T Pay Package To Receive ‘Overwhelming’ Approval But Warns Against Optimism On Tesla Robotaxi Expansion Plans</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Goldman Sachs reportedly upgraded the stock to ‘Buy’ from ‘Neutral’ and raised its price target to $13 from $12.

Ford Sales In US Rise 1.6% In October On Continued Truck Demand

The growth was primarily driven by a 3.4% growth in sales of the company’s internal combustion engine vehicles. 

Evercore ISI analysts reportedly expect the fire at a New York aluminum plant will erode up to $1 billion from Ford Motor Co.’s (F) earnings.According to a Reuters <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/autos-transportation/fire-aluminum-plant-hit-fords-bottom-line-by-up-1-billion-analyst-says-2025-10-08/">report</a>, Ford refused to comment on Evercore’s estimates. However, it told the news agency that it has been working closely with Novelis and exploring all possible alternatives to minimize potential disruptions.A large portion of Novelis’ Oswego, New York, aluminum plant was knocked offline until early next year after a September 16 blaze destroyed its hot mill. This section produces aluminum for vehicles. Ford, the plant’s biggest customer, relies heavily on Oswego material for the aluminum-bodied F-150, its most profitable model.The automaker is reportedly expected to disclose the effects of the outage in its earnings report later this month. Shares of the company traded 1% lower at the time of writing.Ford’s stock witnessed a near 178% rise in retail user message count over the past 24 hours, as of Wednesday morning. On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/F">F stock</a> rose from ‘neutral’ to ‘bullish’ territory over the past 24 hours, while message volume stayed at ‘high’ levels.Novelis, a unit of India’s Hindalco Industries, produces over 350,000 metric tons of aluminum annually for automakers such as Ford, Toyota, Hyundai, Volkswagen, and Stellantis. According to Evercore analysts, while other automakers will also be affected by the fire, Ford will see the biggest hit of $500 million to $1 billion to its earnings before interest and taxes.The F-series is Ford’s best-selling vehicle and truck. In the second quarter (Q2), the company sold 207,732 units of the truck in the U.S. In fact, the company has sold over 600,000 units of the truck year-to-date in the U.S., outpacing its nearest competitor by an estimated 170,000 units.Ford stock is up 19% this year and approximately 13% over the past 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/archer-aviation-cleveland-clinic-abu-dhabi-to-launch-uae-first-hospital-based-vertiport/ch6EjGLR3iK">Archer Aviation, Cleveland Clinic Abu Dhabi To Launch UAE’s First Hospital-Based Vertiport</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Ford Explorer electric cars are parked on car transporters on the Ford factory premises. (Photo by Rolf Vennenbernd/picture alliance via Getty Images)

Ford Faces Up To $1 Billion Hit After New York Aluminum Plant Fire, Analysts Reportedly Say

According to a Reuters report, Ford refused to comment on Evercore’s estimates.

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