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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.

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 Inc. (CELH) is experiencing extreme volatility as shares touch new 52-week lows, fueling intense community debate regarding institutional manipulation versus fundamental concerns like competition from private-label alternatives. Investors are closely monitoring the upcoming earnings release, with many split between those expecting a massive post-earnings rebound and those fearing further downside due to inventory and margin pressures.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is seeing significant retail and institutional interest, fueled by a positive feature in the Wall Street Journal and community enthusiasm surrounding the company's expanding role in physical AI, robotics, and its QNX software platform. Investors are closely monitoring volume and price action as the community discusses potential breakouts, institutional accumulation, and the stock's long-term growth potential in cybersecurity and automotive technology.

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 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.

FuboTV, Inc. is a consumer-first live TV streaming company with the mission of delivering premium sports, news and entertainment programming that offers greater choice, flexibility and value. The company was founded by David Gandler, Alberto Horihuela Suarez, and Sung Ho Choi on February 20, 2009 and is headquartered in New York, NY.

fuboTV Inc - Ordinary Shares - Class A

fuboTV Inc

Fubo is experiencing significant volatility as retail investors debate the company's long-term viability and the impact of its partnership with Disney, while the stock faces heavy short interest and skepticism regarding management's profitability targets. The community remains deeply polarized, with bulls pointing to potential strategic synergies and oversold conditions, while bears cite historical subscriber losses and a lack of insider buying as reasons to avoid the stock.

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 retail speculation as the community positions itself for upcoming earnings, with bulls betting that new management's strategic shift will trigger a parabolic move. Investors are actively debating the potential for a short squeeze, bolstered by optimism around housing market trends and aggressive accumulation of shares ahead of the official report.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micro Computer is surging following an earnings report that emphasized improved profit margins and robust AI infrastructure demand, helping to alleviate concerns regarding recent legal and regulatory overhangs. Investors and community members are actively debating the company's valuation gap compared to sector peers and monitoring whether this momentum can sustain a potential short squeeze.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is experiencing significant volatility and community debate as investors weigh the company's recent siRNA pipeline updates and Elevidys revenue growth against ongoing regulatory scrutiny and analyst skepticism regarding clinical data. The stock is currently a major focus for traders discussing potential short-squeeze dynamics and the long-term outlook for its Duchenne muscular dystrophy gene therapy franchise.

Arista Networks, Inc. engages in the development, marketing, and sale of cloud networking solutions. Its solutions include EOS, a set of network applications, and Gigabit Ethernet switching and routing platforms. Its product categories include Core, Cognitive Adjacencies, and Network Software and Services. The company was founded by Andreas Bechtolsheim, David Cheriton, and Kenneth Duda in November 2004 and is headquartered in Santa Clara, CA.

Arista Networks Inc

Arista Networks is facing significant volatility following its latest earnings report, where strong revenue growth and raised guidance are being offset by concerns regarding supply chain constraints and margin pressure. Despite the post-earnings sell-off, the community remains divided between those viewing the pullback as a buying opportunity given the firm's critical role in the AI data center buildout and those concerned that the stock's high valuation leaves it vulnerable to further correction.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is seeing high volatility and intense social media discussion as investors debate its valuation ahead of upcoming earnings, with bull-case optimism centering on potential government contracts and strategic acquisitions while bears express concerns over cash burn and dilution. Traders are heavily focused on the stock's recent price swings and potential for a short squeeze, leading to a highly polarized community dialogue regarding the company's long-term quantum computing prospects.

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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

Still early innings

Overdone

Consolidation due before next leg up

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

Current Price	$60.68
Prev Close	$60.34
Open	$59.93
Dividend Yield	N/A
50-Day Moving Average	$64.68
Beta	0.75
Avg. Volume	3.96M
PE Ratio	17.51

52-Week High	$87.68
52-Week Low	$59.90
Market Capitalization	$545.75B
EPS (Annual)	$3.44
Price to Book	3.30
Revenue Per Employee	$902,724.55

TCEHY
Tencent Holdings Ltd. - ADR

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