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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

Opendoor Technologies is experiencing a significant surge following its latest earnings, with bulls championing the success of 'Opendoor 2.0' as evidenced by improved unit economics, faster inventory turns, and a projected path to Q2 EBITDA profitability, despite ongoing bear sentiment focused on the reported GAAP losses and revenue decline.

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SPY is trending as weaker-than-expected GDP and hotter inflation ignite community debates on rate cuts versus stagflation. Additionally, escalating geopolitical tensions and an awaited Supreme Court ruling on tariffs are contributing to market uncertainty and active discussion among traders.

GRAIL, Inc. operates as a commercial-stage healthcare company, which engages in the development of a technology for early detection of cancer. It utilizes machine learning, software, and automation to detect and identify multiple deadly cancer types in earlier stages. The company was founded by Jeffrey T. Huber, William H. Rastetter, Mostafa Ronaghi, and Richard D. Klausner on September 11, 2015 and is headquartered in Menlo Park, CA.

GRAIL Inc.

GRAIL's stock is experiencing a dramatic decline after its NHS-Galleri trial missed its primary endpoint for reducing late-stage cancer diagnoses, igniting a fervent community debate where bears foresee further collapse while bulls claim the selloff is an overreaction, pointing to strong secondary data and a robust cash position.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

Weaker-than-expected GDP and slightly elevated PCE data are fueling intense discussion around QQQ, with the community debating "stagflation" risks and market manipulation, yet many anticipate resilient bounces from dips amidst geopolitical tensions and broader economic uncertainty.

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 actively discussed following successful wind tunnel testing of its STARLAUNCH I rocket with GE Aerospace and its upcoming NYSE opening bell ceremony. This news fuels robust bullish speculation around a potential short squeeze and broader sector growth, though some community members express skepticism regarding the company's financials and direct involvement in new defense contracts, hinting at possible dilution.

Ardelyx, Inc. is a biopharmaceutical company, which engages in the business of developing and commercializing biopharmaceutical products. The firm is also involved in developing a unique and innovative platform that enables the discovery of new biological mechanisms and pathways to develop potent and efficacious therapies that minimize the side effects and drug-drug interactions frequently encountered with traditional, systemically absorbed medicines. The company was founded by Dominique Charmot, Peter G. Schultz, and Jean M. Frechet in October 2007 and is headquartered in Waltham, MA.

Ardelyx Inc

Ardelyx is trending as strong IBSRELA growth and a patent extension to 2042 are overshadowed by a Q4 EPS miss and increased 2026 operating expenses, sparking community debate about near-term profitability and ongoing speculation about a potential acquisition.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe is trending as a battleground stock caught in the broader software sector sell-off, with an intense community debate raging over whether AI will disrupt its core business or enhance its strong financial performance and deeply entrenched user base. Despite robust cash flow and aggressive share buybacks, the stock continues to face significant downward pressure from short interest and market skepticism.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending following the dual announcement of a $100 million public stock offering and a $100 million royalty funding agreement, sparking community discussion on whether the capital raise is strategic for future commercialization or represents significant dilution. While some investors express concern over immediate share dilution, others view the combined financing as a disciplined move to build runway and validate its pipeline ahead of crucial regulatory milestones, particularly the BLA submission for its lead prostate cancer candidate.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+ and TMTG News. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is at the center of investor conversation due to an impending Supreme Court decision on tariffs and intensified scrutiny surrounding the Epstein files following a notable international arrest. The community is actively debating economic reports and navigating ongoing concerns about potential stock dilution and market manipulation.

Tandem Diabetes Care, Inc. engages in the design, development, and commercialization of products for people with insulin-dependent diabetes. Its products include Tandem Mobi System and t:slim X2 Insulin Pump. The company was founded by Paul M. DiPerna on January 27, 2006 and is headquartered in San Diego, CA.

Tandem Diabetes Care Inc

Tandem Diabetes Care Inc. is trending after reporting stronger-than-expected Q4 earnings, which included a revenue beat and expanded gross margins, with the community actively discussing the positive implications of its strategic shift to a "pay as you go" revenue model for long-term growth.

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Renesas Electronics shares fall as major supplier Wolfspeed files for bankruptcy

Investing.com-- Shares of  Renesas Electronics Corp  (TYO:6723) fell in Tokyo trade on Tuesday after Wolfspeed Inc (NYSE:WOLF), a major U.S. supplier of the company, filed for bankruptcy and outlined plans to slash its debt commitments. 

Shares of Nvidia Corp. (<a class="mention" data-mention="$NVDA" data-symbol-id="NVDA" href="https://stocktwits.com/symbol/NVDA" target="_blank">$NVDA</a>) fell by more than 1% on Monday following a report by Edgewater Research suggesting that performance problems with Monolithic Power's (<a class="mention" data-mention="$MPWR" data-symbol-id="MPWR" href="https://stocktwits.com/symbol/MPWR" target="_blank">$MPWR</a>) components could reduce or even eliminate the company's role in Nvidia's next-generation Blackwell processors.&nbsp;As a result, Monolithic Power’s stock dropped sharply by over 20%.The report claimed that while Nvidia will honor existing orders, it has canceled much of Monolithic's future business and redirected orders to other suppliers, Renesas Electronics Corp. (<a class="mention" data-mention="$RNECY" data-symbol-id="RNECY" href="https://stocktwits.com/symbol/RNECY" target="_blank">$RNECY</a>) and Infineon Technologies AG (<a class="mention" data-mention="$IFNNY" data-symbol-id="IFNNY" href="https://stocktwits.com/symbol/IFNNY" target="_blank">$IFNNY</a>).&nbsp;"We hear NVDA will go through their confirmed orders to MPWR for the next few quarters, but we hear NVDA has canceled half of MPWR's backlog, cutting all of their unconfirmed orders," the report said.Both companies saw their stock prices rise by over 3% in mid-day trading on Monday.Issues with Monolithic Power’s voltage regulator module and power management IC&nbsp;"appear likely to severely limit or eliminate"&nbsp;the company’s role in the production of Nvidia’s Blackwell chips, according to Edgewater Research.&nbsp;Renesas and Infineon are set to take over key components for Nvidia's upcoming chips, with Renesas stepping in for the B200 allocation and Infineon handling the GB200 allocation.Both companies have received urgent orders in recent weeks, according to Edgewater’s report.Despite these concerns, Deutsche Bank remains skeptical that Monolithic will lose all of its Nvidia business.&nbsp;The brokerage argues that the strong relationship and incumbent position Monolithic holds with Nvidia makes it unlikely that the performance issues are as severe as reported.&nbsp;However, if the claims prove accurate, Monolithic could see up to 15% of its revenue at risk.Deutsche Bank has maintained its ‘Buy’ rating on Monolithic Power’s stock with a price target of $900.<figure class="image"><img style="aspect-ratio:1283/291;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2024_11_11_113659_3e2c467748.png" alt="Screenshot 2024-11-11 113659.png" width="1283" height="291"><figcaption>Nvidia Sentiment and Message Volume on Nov 9 as of 11:35 a.m. ET | Source: Stocktwits</figcaption></figure>Retail sentiment around Nvidia has flipped to ‘bullish’ (58/100) despite the dip in stock value.&nbsp;Nvidia’s stock hit a new all-time high on Friday after joining the Dow Jones Industrial Average ($DJIA).&nbsp;<stembedurl>https://stocktwits.com/TheProphetOfProfit/message/591996154</stembedurl>As Nvidia gears up to report its third-quarter results on Nov. 20, analysts are largely optimistic. Wall Street expects earnings of $0.74 per share on $32.96 billion in revenue, according to Stocktwits data.Morgan Stanley raised its price target on Nvidia to $160 from $150, maintaining an ‘Overweight’ rating on Monday.&nbsp;While the brokerage anticipates a strong quarterly showing, it suggests the bigger upgrades may come later, as Nvidia’s supply remains tight for Blackwell and partly for H200 processors.Piper Sandler also lifted its price target, going from $140 to $175, citing Nvidia’s “dominant positioning” in AI accelerators and the anticipated Blackwell launch.&nbsp;With Nvidia’s stock already up over 200% this year, investors will be closely watching the company's Q3 performance and outlook, especially given its strategic moves in AI and chip technology.For updates and corrections email newsroom@stocktwits.com.Read more:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-stock-all-time-high-after-dow-jones-entry/cJ44fBdRaM">NVIDIA Stock Rallies To Record High After Dow Entry, Retail Sentiment Cools From Peak Levels</a>

Nvidia's is scheduled to report its third-quarter results on Nov. 20. | Source: Will Buckner via Flickr

Nvidia Stock Dips As Monolithic Power Crashes On Concerns of Supplier Allocation For Blackwell AI Chips: Retail Focuses On Earnings

A report by Edgewater Research cited issues with Monolithic Power’s voltage regulator module and power management IC as the reason behind the company getting edged out of the production of Nvidia’s Blackwell chips. 

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A report by Edgewater Research cited issues with Monolithic Power’s voltage regulator module and power management IC as the reason behind the company getting edged out of the production of Nvidia’s Blackwell chips. 


Renesas Electronics Corp. engages in the design, research, development, manufacture, sale and servicing of semiconductor products. Its products include 'in-vehicle control' semiconductors that control engines and car bodies, and 'car information' semiconductors for in-vehicle information such as navigation systems. It also provides semiconductors for industrial equipment, home appliances, and network infrastructure. The company was founded on November 1, 2002 and is headquartered in Tokyo, Japan.

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