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Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsius Holdings is experiencing significant volatility and intense community debate as investors navigate a disconnect between its strong growth narrative and a persistent stock price slide near 52-week lows. While bulls point to robust product demand, the Alani Nu acquisition, and a potential post-earnings recovery, many are frustrated by the stock's failure to participate in broader market rallies, leading to heightened speculation about institutional manipulation and upcoming earnings catalysts.

Applied Digital Corporation

Applied Digital is trending as investors bet on its massive backlog of AI data center contracts and infrastructure capacity, leading to strong bullish momentum and active discussion regarding a potential short squeeze. The community is focused on the stock's ability to maintain its upward trajectory toward new highs as it continues to execute on its large-scale AI hyperscaler partnerships.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is trending as investors digest a surprise revenue beat and significant cost reductions following the latest earnings call, while community discourse remains intensely focused on the potential of the Matrix-M adjuvant and activist pressure for management changes. Sentiment remains polarized between those betting on long-term partnership success and shareholders frustrated by stalled pipeline execution and the ongoing proxy battle.

Ernexa Therapeutics, Inc. engages in the provision of cell engineering therapies. It is involved in the development of mRNA cell engineering technologies to repair cellular dysfunction and treat a range of therapeutic indications. The company was founded in 1984 and is headquartered in Cambridge, MA.

Ernexa Therapeutics Inc.

Ernexa Therapeutics Inc

Ernexa Therapeutics is trending after announcing a strategic manufacturing partnership with Cellipont Bioservices to advance its ERNA-101 ovarian cancer therapy toward clinical trials. While some investors are excited by the potential for a short squeeze given the stock's low float and high volume, others remain skeptical, citing concerns over historical dilution and the speculative nature of early-stage biotech.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is rallying as investors react to the company's $625 million acquisition of Mirantis, a move viewed as a strategic pivot to integrate cloud software capabilities and strengthen its competitive position in the AI infrastructure sector. Community discussion is currently fixated on potential upcoming hyperscaler contract announcements, with many highlighting the stock as a key play for exposure to the power-constrained AI buildout.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is trending following an official determination from NOAA that its deep-seabed mining application is in full compliance, a key milestone that clarifies the regulatory path toward commercial operations. Community members are actively debating the significance of this news for long-term permitting and discussing whether the stock is positioned for a sustained rally despite recent volatility.

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 seeing intense community speculation as traders position for upcoming earnings, with many focusing on the potential for a short squeeze or a major move based on management's turnaround strategy. Discussions are heavily divided between bullish sentiment regarding the company's housing technology, institutional accumulation, and AI initiatives, versus skepticism about the firm's long-term housing market performance and profitability.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

Riot Platforms is surging as investors pivot toward its expanding role in AI infrastructure and data center hosting, underscored by an ongoing partnership with AMD and strategic power-focused site development. Community sentiment remains highly energized around the stock's potential as a multi-gigawatt compute leader, with traders actively monitoring technical breakouts and potential short-squeeze activity.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is attracting significant community attention as investors pivot toward its rapidly expanding Wegovy oral pipeline, viewing recent pricing pressures as an overreaction to a structurally robust growth story. The sentiment is fueled by positive script volume data and strategic expansion, with bulls betting that the stock is currently disconnected from its long-term market dominance and defensive value.

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 volatility following a record-breaking earnings report that highlighted strong revenue growth, improved margins, and robust bookings. Community members are actively debating the sustainability of the stock's recent momentum, with some focusing on its long-term potential as a rugged edge-computing and defense infrastructure play, while others remain cautious of short-term pullbacks and selling pressure.

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Tencent Q4 Earnings Beat Estimates, Revenues Increase Y/Y

TCEHY beat Q4 earnings as revenues rise 13% y/y, driven by gaming and marketing services, along with margin expansion despite higher expenses.

Tencent Gears Up to Report Q4 Earnings: What's in the Cards?

TCEHY heads into Q4 earnings with the Zacks Consensus Estimate implying strong YoY growth as gaming hits, AI-powered ads and fintech recovery stay in focus.


<ul class="summary-bullets"><li>Apple would reduce its App Store cut in China to 25% from 30% from Mar. 15.</li><li>Apple previously made similar reductions in the European Union under a new bloc-wide law.</li><li>U.S. shares of NetEase rose in Friday’s premarket session.&nbsp;</li></ul>Apple, Inc. has reduced the commission it charges app developers in China, a rare move aimed at avoiding an antitrust review from the local regulator, which was looking into the company’s App Store practices.In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://developer.apple.com/news/">statement</a> on Friday, Apple said the App Store commissions on in-app purchases and paid app transactions would be reduced to 25% from 30% Monday. The lower rate offered to certain eligible small developers would be reduced from 15% to 12%.The move would directly translate into higher earnings for Chinese internet companies, and could be a potentially sizable boost for game developers such as Tencent and NetEase. The two publishers lauded the move, according to a report in the South China Morning Post.Tencent, which has long fought to reduce the so-called “Apple tax”, said in a statement on Friday that the move had “excited the industry”. NetEase, China’s second-biggest games developer, said the reduction “achieves a win-win situation for both the platform and developers.”“The news is positive for the entertainment sector in general (gaming, music, live-streaming),” investment bank Jefferies said in a report on Friday, as quoted in the SCMP&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.scmp.com/tech/big-tech/article/3346470/apple-reduces-app-store-commissions-china-move-applauded-tencent-netease">report</a>. “We estimate low-single-digit earnings impact in 2026 for key players.”<h2 class="st-heading-2">Stock Move</h2><a href="https://stocktwits.com/symbol/AAPL">Apple shares</a> were 0.3% lower in early premarket trading on Friday, amid broader market weakness linked to the U.S.-Iran war. U.S.-listed shares of NetEase jumped 0.7%. U.S.-listed shares of Tencent do not trade outside of the market hours.On Stocktwits, retail sentiment was ‘neutral’ for NTES and ‘bearish’ for TCEHY as of early Friday. Retail sentiment for AAPL was also ‘bearish.’<h2 class="st-heading-2">App Store Fee Backlash</h2>Apple’s App Store commissions, which can reach 30%, have drawn pushback from several top Internet companies and scrutiny from regulators worldwide.In the European Union, Apple reduced its commission to 17%, with an optional 3% payment processing fee, following the passage of the Digital Markets Act. In Japan, a similar regulatory push led the company to allow alternative app stores and payment systems.In the U.S., a series of court rulings in the Epic Games litigation have largely dismantled Apple’s ability to collect a workaround commission on external web purchases.For updates and corrections, email newsroom[at]stocktwits[dot]com.&nbsp;

A security guard stands in an Apple store in Hong Kong. (Photo by Budrul Chukrut/SOPA Images/LightRocket via Getty Images)

Apple Bows To Chinese Regulatory Pressure With App Store Fee Cut: These Firms Could Be The Big Winners

Apple’s move follows pressure from Tencent and TikTok owner Bytedance, which had prompted a review of Apple’s App Store practices by local regulators.

Equity

Apple’s move follows pressure from Tencent and TikTok owner Bytedance, which had prompted a review of Apple’s App Store practices by local regulators.


Tencent (TCEHY) Surges 10.4%: Is This an Indication of Further Gains?

Tencent (TCEHY) saw its shares surge in the last session with trading volume being higher than average. The latest trend in earnings estimate revisions may not translate into further price increase in the near term.

Top China Tech Plays in the US That Could Boost Returns in 2026

Chinese tech stocks like Tencent gain momentum in 2026 as a U.S.-China trade detente stabilizes tariffs and opens a window for AI, EV and chip advances.

Baidu Unveils First Dividend and $5 Billion Buyback Plan: ETFs in Focus 

Baidu unveils its first-ever dividend and a $5 billion buyback plan, signaling a shift toward shareholder returns. ETFs tied to BIDU come into focus.

<ul class="summary-bullets"><li>The move signals a shift in how China balances access to foreign chips with domestic semiconductor ambitions.</li><li>The report indicated that regulators are still finalizing requirements tied to the licenses.</li><li>The regulatory sign-off coincided with Nvidia CEO Jensen Huang’s visit to China.</li></ul>Beijing has reportedly authorized several of its largest technology firms to move forward with purchases of advanced artificial intelligence hardware from Nvidia Corp. (NVDA). The move signals a shift in how China balances access to foreign chips with domestic semiconductor ambitions.<h2 class="st-heading-2">Conditional Green Light</h2>According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/china/china-gives-green-light-importing-first-batch-nvidias-h200-ai-chips-sources-say-2026-01-28/">report</a>, the Chinese government approved applications from ByteDance, Alibaba Group (BABA), and Tencent (TCEHY) to collectively acquire more than 400,000 of Nvidia’s H200 AI processors.However, the approvals come with strings attached. The report indicated that regulators are still finalizing requirements tied to the licenses. Following the update,&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia's stock</a> traded over 1% higher in Wednesday’s premarket.&nbsp;On Stocktwits, retail sentiment around the stock remained in ‘neutral’ territory amid ‘normal’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_28_050159_png_47793a8864.webp" alt="NVDA’s Sentiment Meter and Message Volume as of 05:00 a.m. ET on Jan. 28, 2026 | Source: Stocktwits" width="930" height="107"><figcaption>NVDA’s Sentiment Meter and Message Volume as of 05:00 a.m. ET on Jan. 28, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Timing Matters</h2>The regulatory sign-off coincided with Nvidia CEO Jensen Huang’s visit to China, where he met employees as part of long-planned engagements.&nbsp;Earlier this month at the Consumer Electronics Show in Las Vegas, Huang said Chinese buyers are showing strong interest in Nvidia’s H200 chips and that the company has begun manufacturing them again.In December, President Trump announced that shipments of the H200 chip could proceed, provided a 25% sales charge is paid. The H200 is considered the second-most powerful Nvidia chip approved for export and remains the highest-level graphics processor permitted under current U.S. regulations.Chinese companies have submitted orders for over 2 million H200 chips expected to be delivered in 2026, which is much higher than the about 700,000 units Nvidia currently has available.NVDA stock has gained over 46% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-uuuu-stock-jumping-in-premarket-trading-today/cmyXzFRR4iY">Why Is UUUU Stock Jumping Over 3% In Premarket Trading Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Nvidia is displayed on a smartphone screen.

NVDA Stock Gains Pre-Market: China Reportedly Clears H200 Chip Orders For Big Tech With Conditions

According to a Reuters report, the Chinese government approved applications from tech companies to collectively acquire more than 400,000 of Nvidia’s H200 AI processors.

<ul class="summary-bullets"><li>According to a CNBC report, Nvidia CEO Jensen Huang is slated to visit China in his latest bid to discuss logistical challenges involved in supplying U.S.-approved chips to buyers in the country.</li><li>Huang is also expected to attend an Nvidia party in Beijing on Monday next week.</li><li>This comes after a report by The Information last week stated that Chinese authorities will only approve purchases of Nvidia H200 chips for limited purposes, such as research.</li></ul>Chinese authorities have reportedly granted in-principle approval to Alibaba Group Holdings (BABA), Tencent Holdings (TCEHY), and ByteDance to prepare their orders for Nvidia Corp.’s (NVDA) H200 AI chips.According to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-23/china-tells-alibaba-top-tech-firms-to-prep-nvidia-h200-orders?srnd=homepage-americas">report</a> citing people familiar with the matter, regulators in the country have told top technology firms they can move to the next stage in preparing orders for Nvidia H200 chips.<a href="https://stocktwits.com/symbol/NVDA">Nvidia shares</a> were up nearly 2% in Friday’s pre-market trade. Retail sentiment on Stocktwits around the company was in the ‘neutral’ territory, with the stock being among the top trending tickers on the platform at the time of writing.<h2 class="st-heading-2">Huang Heads To China</h2>According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/01/23/nvidia-ceo-jensen-huang-china-visit-chip-sales-restrictions.html">report</a>, Nvidia CEO Jensen Huang is slated to visit China in his latest bid to discuss logistical challenges involved in supplying U.S.-approved chips to buyers in the country.Huang is also expected to attend an Nvidia party in Beijing on Monday next week. This comes after a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/china-restricts-nvidia-chip-purchases-special-circumstances?rc=73cmd4">report</a> by The Information last week stated that Chinese authorities will only approve purchases of Nvidia H200 chips for limited purposes, such as research.During the Consumer Electronics Show in Las Vegas earlier this month, Huang said demand for Nvidia H200 chips in China is very strong. He also said that the company has restarted production and is awaiting approvals from the U.S.<h2 class="st-heading-2">China’s Reported Flip-Flops</h2>Earlier this month, China reportedly asked domestic companies to pause their orders for Nvidia H200 chips as it sought to strengthen its local semiconductor industry. While the H200 is not the most powerful AI chip in Nvidia’s portfolio, it is currently the highest-level chip allowed for export by the Trump administration.<a href="https://stocktwits.com/symbol/NVDA">NVDA stock</a> is down 2% year-to-date and 88% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/china-expands-review-meta-manus-2-billion-acquisition/cmyRbzhR4gP">China Expands Review Of Meta's $2 Billion Manus Acquisition To Cross-Border Currency Flows, Tax Issues: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Nvidia Corporation logo is seen displayed on a smartphone screen and the Chinese flag in the background. 

China Reportedly Signals Green Light For Nvidia H200 Chips — NVDA Stock Rises Pre-Market

Chinese regulators have told top technology firms that they can move to the next stage in preparing orders for the Nvidia H200 chips.

In this photo illustration US flag is displayed on computer screen while Chinese flag is displayed on mobile phone screen. (Photo by Dilara Irem Sancar/Anadolu via Getty Images)

China Tech Is Back — AI Boom Drives Hong Kong Stocks To Best Run In 8 Years

Hong Kong’s benchmark Hang Seng Index rose 26.7% – its best annual gain since 2017 – while the Shanghai Composite Index climbed 19.7%, its best performance in six years.

Mainland Chinese firms dominate the Hong Kong Stock Exchange.

Can ERNIE 5.0 and Qianfan Strengthen Baidu's AI Cloud Advantage?

BIDU sharpens its AI Cloud strategy with ERNIE 5.0 and an agent-centric Qianfan, aiming to scale enterprise adoption.

Tencent Holdings Ltd. engages in the development and operation of digital platforms and provides fintech and cloud services. It operates through the following segments: Value-Added Services, FinTech and Business Services, Marketing Services, and Others. The Value-Added Services segment is involved in online and mobile games, community value-added services, and applications across various Internet and mobile platforms. The FinTech and Business Services segment offers fintech and cloud services, which include commissions from payment, wealth management and other services. The Marketing Services segment provides performance-based and display advertising. The Others segment includes financial results from investments, as well as activities such as film and television production and distribution for third parties, copyright licensing, merchandise sales, and other related operations The company was founded by Yi Dan Chen, Hua Teng Ma, Chen Ye Xu, Li Qing Zeng, and Zhi Dong Zhang on November 11, 1998, and is headquartered in Shenzhen, China.

Tencent Holdings Ltd. - ADR

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Memory stocks have surged over the past year - is the run overdone or still early innings?

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