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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 due to recent U.S. regulatory updates, including NOAA's modernization of deep-sea mining permits, signaling a faster path to commercial recovery for companies like TMC. The community is highly bullish, discussing the potential for a short squeeze amidst high short interest and viewing critical deep-sea minerals as a national security priority. This policy shift is driving significant investor anticipation for expedited permits and a re-evaluation of the sector's long-term value.

Venture Global, Inc. engages in the development and construction of liquefied natural gas production, establishing us as a rapidly growing company delivering critical LNG to the world. It projects include Calcasieu, Plaquemines, CP2, CP3 and Delta projects. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Global is surging after a pivotal arbitration win against Repsol, which the community views as a major de-risking event and potential precursor for resolving other legal challenges. This positive news, coupled with high short interest, is fueling strong short squeeze speculation and highlighting the company's position as a rapidly expanding LNG exporter amidst robust global demand.

Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

Cipher Mining is trending following news of a strategic site acquisition for AI/High-Performance Computing data centers and a notable investment from SoftBank, signaling its strong pivot beyond traditional Bitcoin mining. The community is actively discussing CIFR's growing role in providing critical computational infrastructure, highlighting its robust contracts with major tech players and potential for future expansion in a high-demand sector.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is trending amid intense debate over an anticipated TikTok acquisition deal closing, which is fueling bullish calls for a significant rebound. This optimism clashes with widespread community concerns about Oracle's substantial debt for AI infrastructure, potential lawsuits, and the perceived financial risks of its OpenAI partnerships, leading many to predict further stock depreciation. The discussion highlights broader uncertainty in the capital-intensive AI cloud sector and its impact on major tech players.

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY is trending sharply higher following President Trump's announcement of a "framework" deal for Greenland, leading to a pause in European tariffs and igniting a significant relief rally. The community is actively debating whether this is a genuine breakthrough or another calculated "TACO Trade" designed to induce market volatility. Despite the immediate surge, underlying skepticism persists regarding the deal's specifics and broader geopolitical stability.

Rolls-Royce Holdings Plc designs, develops, manufactures, and services integrated power systems for use in the air, on land, and at sea. The company operates its business through following segments: Civil Aerospace, Power Systems, Defense and New Markets. The Civil Aerospace segment offers commercial aero engines and aftermarket services. The Power Systems segment includes engines, power systems and nuclear systems for civil power generation. The Defense segment consists of military aero engines, naval engines, submarines and aftermarket services. The New Markets segment includes development, manufacture and sales of small modular reactors (SMRs) and new electrical power solutions. The company was founded in March 1906 and is headquartered in London, the United Kingdom.

Rolls-Royce Holdings Plc - ADR

Rolls-Royce Holding PLC (ADR)

Rolls-Royce is experiencing significant bullish momentum, driven by a recently announced interim share buyback program and consistent analyst upgrades. The community is buzzing about the company's burgeoning defense contracts, sustained recovery in civil aerospace, and the transformative potential of its Small Modular Reactor (SMR) technology, especially for powering AI data centers. This strategic positioning across critical global sectors is fueling strong investor confidence ahead of upcoming earnings.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Network and Edge (NEX), Mobileye, Accelerated Computing Systems and Graphics (AXG), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The NEX segment offers computing system solutions from inflexible fixed-function hardware to general-purpose compute, acceleration, and networking devices running cloud native software on programmable hardware. The Mobileye segment develops driving assistance and self-driving solutions. The AXG segment provides products and technologies designed to help customers solve the toughest computational problems. Its products include CPUs for high-performance computing and GPUs targeted for a range of workloads and platforms, from gaming and content creation on client devices to delivering media and gaming in the cloud, and the most demanding high-performance computing and AI workloads on supercomputers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968 and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is experiencing intense market conversation ahead of its earnings report, fueled by recent analyst upgrades and growing excitement around its foundry business and government partnerships. Community discussion highlights the potential for substantial gains and a short squeeze, though some express caution about a "sell the news" event after the stock's considerable ascent. This momentum reflects Intel's ongoing efforts to solidify its position in the critical semiconductor and AI industries.

MiMedx Group, Inc. is a therapeutic biologics company, which engages in the design, manufacture, and marketing of products, and tissue processing services. It serves the wound care, burn, surgical, orthopedic, spine, sports medicine, ophthalmic, and dental sectors of healthcare. Its biomaterial platform technologies include AmnioFix and EpiFix, a tissue allografts derived from amnion and chorion layers of human placental membrane, EpiCord and AmnioCord, a tissue allografts derived from umbilical cord tissue, and AmnioFill, a placental connective tissue matrix derived from the placental disc and other placental tissue. The company was founded on July 30, 1985 and is headquartered in Marietta, GA.

Mimedx Group Inc

MiMedx Group is trending due to upcoming CMS policy changes expected to significantly alter reimbursement for wound care products, prompting a polarized community discussion. While many voice strong concerns over potential revenue losses and allegations of past billing improprieties, others believe MiMedx's clinically validated products and solid financial standing will enable it to thrive by capturing market share from competitors impacted by the broader regulatory crackdown on industry fraud. This pivotal moment has investors fiercely debating whether the company faces an existential threat or a unique opportunity for market leadership.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings (RCAT) is trending amid notable institutional accumulation, including a recent BlackRock filing, and an impressive preliminary Q4 revenue outlook signaling robust growth in the defense drone sector. The community is abuzz with anticipation of significant government contract awards and a potential short squeeze, positioning RCAT as a leading player in what many are calling the "Year of the Drone." Investors are closely watching upcoming company presentations and product showcases for further catalysts.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. is trending amid heightened speculation surrounding a potential U.S.-Greenland "framework" deal for mineral rights, with community members anticipating significant implications for the company's Tanbreez heavy rare earth project. Investors are actively discussing the strategic importance of Greenland's resources for national security and reducing reliance on China, even as recent price movements draw accusations of market manipulation ahead of an anticipated business update.

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<ul class="summary-bullets"><li>Ark increased its WeRide exposure through multiple recent share purchases totaling nearly 700,000 shares.</li><li>The accumulation comes as the firm rebuilds positions in select Chinese technology and autonomous driving companies.</li><li>Tesla’s portfolio weight at ARKQ has eased, with other holdings now ranking ahead by allocation.</li></ul><p>Cathie Wood-led Ark Investment Management bought 111,400 shares of WeRide on Wednesday, extending the firm’s renewed exposure to Chinese technology stocks.</p><p>The purchase follows additional buying earlier this week, bringing Ark’s disclosed WeRide purchases over the past three trading days to at least 688,400 shares.</p><h2 class="st-heading-2"><strong>Ark Returns To Select Chinese Tech</strong></h2><p>The WeRide trade comes as Ark gradually rebuilds positions in Chinese companies after sharply reducing exposure during Beijing’s regulatory crackdown in 2021.</p><p>In December, trading disclosures showed the Ark Innovation ETF increased its stake in Baidu to about 614,550 shares, valued at roughly $79.9 million at the time, representing around 1% of the fund’s holdings. WeRide has also featured among Ark’s recent China-linked additions as the firm refocuses on AI and autonomous driving.</p><h2 class="st-heading-2"><strong>WeRide Builds Global Presence</strong></h2><p>WeRide, a Guangzhou-based autonomous driving company, operates robotaxi and self-driving services and has expanded its fleet to more than 1,000 vehicles, with driverless operations in cities including Beijing and Guangzhou.</p><p>In November, the company raised HK$2.39 billion, or about $308 million, through its Hong Kong share sale, becoming one of several U.S.-listed Chinese firms pursuing secondary listings amid ongoing delisting concerns. WeRide said proceeds from the offering would be used to advance autonomous-driving technology, scale robotaxi commercialization and support overseas expansion.</p><h2 class="st-heading-2"><strong>Citi Flags Near-Term Catalyst</strong></h2><p>On Monday, Citi added a “90-day upside catalyst watch” on WeRide while maintaining a ‘Buy’ rating and a $15.3 price target, which implies about 73% upside from current levels.</p><p>Citi said potential upside could come from Waymo’s possible financing round in the first quarter at an implied valuation of 280 times 2025 price-to-sales, which the firm said could re-rate WeRide’s valuation, currently equating to 34 times 2025 price-to-sales. The brokerage also said it expects improving sentiment around WeRide’s possible entry into the Southbound Stock Connect in June.</p><h2 class="st-heading-2"><strong>Tesla’s Position Inside Ark Shifts</strong></h2><p>Ark’s increased activity in WeRide comes as Tesla’s position in the Ark Autonomous Technology &amp; Robotics ETF (<a href="https://stocktwits.com/symbol/ARKQ">ARKQ</a>) has eased. Recent portfolio disclosures show Kratos Defense &amp; Security narrowly overtaking Tesla as Ark’s largest holding in ARKQ, with Tesla now ranking second, followed by Teradyne and Rocket Lab. Tesla remains the top holding on the ARK Innovation ETF (<a href="https://stocktwits.com/symbol/ARKK">ARKK</a>), which is up just over 2.7% this year.&nbsp;</p><p>While Ark continues to hold a sizable Tesla position, the firm recently said its long-term Tesla thesis centers<a href="https://stocktwits.com/news-articles/markets/equity/tesla-stock-rises-premarket-cathie-wood-s-ark-shrugs-off-fsd-subscriptions-says-robotaxi-drives-90-of-value/cmUDZ1oR4OU"> on robotaxis rather than Full Self-Driving subscriptions</a>.&nbsp;</p><h2 class="st-heading-2"><strong>How Did Stocktwits Users React?</strong></h2><p>On Stocktwits, retail sentiment for WeRide was ‘bearish’ amid ‘high’ message volume.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/wrd_ss_png_13bf64a731.webp" alt="wrd ss.png" width="968" height="143"><figcaption>WRD sentiment and message volume as of January 22 | Source: Stocktwits</figcaption></figure><p><a href="https://stocktwits.com/symbol/WRD">WeRide’s U.S.-listed stock</a> has declined 31% over the past 12 months.</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, the WeRide, Inc. logo is displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Cathie Wood’s ARK Loads Up On WeRide Stock While Tesla Loses Top Spot On Its Robotics ETF 

The WeRide trade follows Ark’s earlier reduction in Chinese stock exposure during Beijing’s regulatory crackdown in 2021.

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Teradyne, Inc. engages in the development and sale of automatic test systems. It operates through the following business segments: Semiconductor Test, Robotics, and All Other. The Semiconductor Test segment designs, manufactures, and markets semiconductor test products and services. The Robotics segment includes operations related to the design, manufacturing, and marketing of collaborative robotic arms, autonomous mobile robots, and advanced robotic control software. The company was founded by Alexander V. d'Arbeloff and Nicholas DeWolf in 1960 and is headquartered in North Reading, MA.

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