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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 a trending topic following reports of scrapped data center expansion plans with OpenAI and looming layoffs, prompting community debate on whether these signify a crucial cost-cutting measure or deeper strains from its ambitious AI infrastructure build-out, with investors eagerly awaiting clarity from its upcoming earnings.

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

RCAT is trending amidst strong investor debate following reports its FANG drone did not place in the Gauntlet Phase I competition; while some see this as a setback, many remain bullish, citing the company's broader defense drone capabilities and the sector's long-term growth potential fueled by global demand.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas is trending amid significant market volatility as it announced new multi-million dollar orders for its Sentrycs counter-drone systems and a large border protection contract. The community is actively discussing perceived price suppression and high short interest, with many looking to upcoming earnings and the ongoing global demand for drone defense technology as potential catalysts.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending due to renewed optimism surrounding its expanding global government contracts, including recent talks in Japan for national data integration, and bolstered by bullish analyst upgrades. This has fueled a sharp divide in community sentiment, with many anticipating a short squeeze driven by its AI and defense momentum, while others express concerns over valuation and market manipulation.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is trending after securing $2.15 billion in non-dilutive financing that explicitly confirms Oracle as a key hyperscaler tenant for its Polaris Forge 2 campus, alongside a massive $2.4 billion power generation contract. The community is buzzing with anticipation for further hyperscaler lease announcements, recognizing APLD's strengthened position in the AI infrastructure market as power becomes the new bottleneck.

Tilray Brands, Inc. engages as a consumer packaged goods company, which focuses on medical cannabis research and the cultivation, processing, and distribution of cannabis products worldwide. It operates through the followings segments: Cannabis, Distribution, Beverage, and Wellness. The Cannabis segment focuses on cultivation, production, distribution, and sale of both medical and adult-use cannabis products. The Distribution segment is involved in purchase, resale, and distribution of pharmaceutical and wellness products. The Beverage segment refers to the production, marketing, and sale of beverages. The Wellness segment represents the production, marketing, and distribution of hemp-based food and other wellness products. The company was founded on January 24, 2018 and is headquartered in Leamington, Canada.

Tilray Brands Inc

Tilray Brands is trending as its acquisition of BrewDog's global beverage assets ignites a community debate between strategic diversification and concerns over investing in a declining industry, all while the sector awaits the long-anticipated DEA Schedule III cannabis rescheduling decision.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is actively trending as the community eagerly anticipates the late-breaking presentation of its positive Phase 3 HOPE-3 data at the upcoming MDA Conference, which showed significant cardiac and muscle benefits for its Duchenne Muscular Dystrophy therapy. Investors are optimistic for accelerated FDA approval following the Clinical Study Report submission, with many discussing a potential short squeeze amidst ongoing scrutiny of the regulatory environment.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

SPY is trending as surging oil prices, fueled by escalating geopolitical tensions, and disappointing jobs data are creating significant market jitters. The community is sharply divided, with many anticipating further downside and urging caution heading into the weekend, while some opportunistic buyers eye dips.

uniQure NV engages in the discovery, development, and commercialization of innovative gene therapies. Its discoveries intend to treat hemophilia, Huntington's disease, glybera, and cardiovascular problems. The company was founded by Sander J. van Deventer in 1998 and is headquartered in Amsterdam, Netherlands.

uniQure N.V.

uniQure NV

uniQure is trending as the community debates recent interpretations suggesting the FDA has offered a more feasible "softball placebo" trial design for its Huntington's disease gene therapy, AMT-130, following earlier regulatory hurdles. This perceived shift is driving discussions around the stock's recovery potential and renewed optimism for the gene therapy's path forward amidst ongoing ethical considerations.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing (BA) is trending amid widespread reports of a substantial commercial aircraft order from China, with discussions also highlighting its defense sector as geopolitical tensions rise. The community is actively weighing if these new orders will provide a lasting boost, citing historical "sell the news" reactions, production challenges, and questions about the true impact of defense contracts on the stock's performance.

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<ul class="summary-bullets"><li>According to Black, there will be many unsupervised autonomous platforms in five years and not just Tesla.&nbsp;</li><li>Tesla launched a number of its Model Y vehicles equipped with its full self-driving (FSD) technology as robotaxis in Austin in June 2025, albeit with a safety monitor in the front seat.</li><li>Last month, Jefferies said that it took a series of rides in Austin only to notice that most of Tesla’s robotaxis still have a safety monitor.</li></ul><p>The Future Fund managing partner Gary Black on Friday said that bulls are overestimating the impact of vehicle autonomy on Tesla Inc’s (TSLA) share price, while reiterating his $325 price target on the shares of the EV maker.</p><p>“IMO, there will be many unsupervised autonomous platforms in five years - not just Tesla,” Black <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/garyblack00/status/2029953382954262978?s=20">said</a> in a post on X.</p><h2 class="st-heading-2">Expert Take</h2><p>According to Black, Tesla bulls are repeating the mistake from earlier this decade where they considered Tesla as solely capable of making cheap EVs with sufficient range. Likewise, they are now estimating that Tesla alone is going to succeed in autonomous ride-hailing, Black opined while expressing his disagreement.</p><p>“Like EVs, unsupervised autonomous ride hailing will be a very competitive marketplace and four factors — highest efficacy, lowest cost, shortest wait time, and best marketing — will determine who wins,” he said while adding that the regulators are not going to favor Tesla over others in allowing autonomous ride-hailing.</p><h2 class="st-heading-2">Tesla’s Ride-Hailing Efforts</h2><p>Tesla launched a number of its Model Y vehicles equipped with its full self-driving (FSD) technology as robotaxis in Austin in June 2025, albeit with a safety monitor in the front seat to take over as required. In January, Tesla launched a few robotaxis with no safety monitors, marking a key step towards CEO Elon Musk’s ambitions of deploying autonomous vehicles in as much as half of the U.S. by year-end.</p><p>The company has about 500 Model Y vehicles operating as robotaxis across the Bay Area and Austin, Musk said during the company’s fourth-quarter earnings call in late January. However, the company is being cautious while scaling the service, he added.</p><p>Last month, Jefferies <a href="https://stocktwits.com/news-articles/markets/equity/tesla-robotaxis-underperform-rideshare-in-austin-on-key-metrics-despite-discounting-jefferies/cZTGn7rRIRa">said</a> that it took a series of rides in Austin only to notice that most of Tesla’s robotaxis still have a safety monitor. In a note, Jefferies said that Tesla robotaxis were cheaper but had a longer wait time as compared to Uber.</p><p>Tesla under performed despite their rides being offered at a sizable 60% discount compared to UberX, Jefferies said. The wait time was significantly longer and the vehicle took suboptimal routes resulting in longer average trip times and further struggled with pickup and drop-off, they said.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>On Stocktwits, retail sentiment around TSLA stock rose from ‘bullish’ to 'extremely bullish' territory over the past 24 hours, while message volume remained at ‘normal’ levels.</p><p><a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> has gained more than 50% over the past 12 months.</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/tesla-removes-model-s-x-from-referral-program/cZdLdXBRIEy">Tesla Removes Model S, X From Referral Program As The Premium Vehicles Near Production End</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

A driverless Tesla Robotaxi, with a man serving as a safety monitor in the front passenger seat, rolls along Laguna Drive in Southeast Austin, Friday, June 27, 2025. (Jay Janner/Austin American-Statesman via Getty Images)

Fund Manager Says Tesla Bulls Are Overestimating Robotaxi Impact On Stock: ‘Four Factors…Will Determine Who Wins’

Bulls are now estimating that Tesla alone is going to succeed in autonomous ride-hailing, Black opined, while expressing his disagreement. 

Equity

Bulls are now estimating that Tesla alone is going to succeed in autonomous ride-hailing, Black opined, while expressing his disagreement. 


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<ul class="summary-bullets"><li>Tesla CEO Elon Musk said in January that the company is looking to discontinue the production of the company’s more premium Model X and Model S cars in the coming quarter.&nbsp;</li><li>In 2025, deliveries of the Tesla Model S, X and Cybertruck cumulatively came in at 50,850 units, accounting for just about 3% of the company’s overall 1.63 million deliveries.</li><li>In addition to winding down old models, Tesla is also looking to unveil its new Roadster vehicle in April.</li></ul><p>EV giant Tesla Inc (TSLA) has removed both the Model S and X vehicles from its referral program as the company gears up to end production of both the premium vehicles.</p><p>According to Tesla’s website, Tesla customers can only get benefits if their acquaintances purchase the Model 3, Model Y or Cybertruck vehicles under the referral program. Likewise, new buyers will also get benefits under the referral program only if they purchase the above three vehicles.</p><p>The Tesla refer and earn program is aimed at rewarding new and existing customers for purchasing select Tesla products. Buyers benefit when they buy a qualifying product through a friend’s referral link. Referrers also stand to benefit under the program.</p><h2 class="st-heading-2">Model S, X Discontinuation</h2><p>Tesla CEO Elon Musk said in January that the company is looking to discontinue the production of the company’s more premium Model X and Model S cars in the coming quarter as it seeks to free up factory space for the company’s upcoming humanoid robot Optimus.</p><p>"It is time to bring the S/X programs to an end. It's part of our overall shift to an autonomous future," Musk said on Tesla's fourth-quarter earnings call.</p><p>In 2025, deliveries of the Tesla Model S, X and Cybertruck cumulatively came in at 50,850 units, accounting for just about 3% of the company’s overall 1.63 million deliveries.</p><p>Musk, however, clarified that the company has no intent to pull back on the Cybertruck despite its low sales volume, similar to the Model S and Model X.</p><h2 class="st-heading-2">New Additions To Lineup</h2><p>In addition to winding down old models, Tesla is also looking to unveil its new Roadster vehicle in April.</p><p>The company is also looking to start production of its dedicated robotaxi offering, called the Cybercab, this year with no pedals or steering wheels, as well as the Tesla Semi truck to expand its fleet offerings.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>On Stocktwits, retail sentiment around TSLA stock stayed within the ‘bullish’ territory over the past 24 hours, while message volume remained at ‘normal’ levels.</p><p><a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> has gained more than 50% over the past 12 months.</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/dow-plunges-weak-jobs-data-escalating-middle-east-war-rattle-markets-economist-peter-schiff-us-economy-will-be-much-weaker/cZdLPJSRIEx">Dow Plunges 700 Points As Weak Jobs Data, Escalating Middle East War Rattle Markets: Economist Peter Schiff Says ‘US Economy Will Be Much Weaker’</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

U.S. President Donald Trump gets out of aTesla Model S on the South Lawn of the White House on March 11, 2025 in Washington, DC. (Photo by Andrew Harnik/Getty Images)

Tesla Removes Model S, X From Referral Program As The Premium Vehicles Near Production End

According to Tesla’s website, Tesla customers can only get benefits if their acquaintances purchase the Model 3, Model Y or Cybertruck vehicles under the referral program.

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Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

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A strong sentiment predicts an imminent short squeeze, with many users anticipating a sharp upward price movement that could "vaporize" short sellers.

Traders are intently watching the price action around the $400 mark, with significant buying and selling pressure creating a fierce intraday battle.

Frustrated traders are pointing fingers at market makers and algorithms, alleging the stock's intraday movements are being orchestrated for "pumps and dumps."

Users are debating the relationship between surging oil prices and its surprising lack of positive impact on the stock, questioning the traditional inverse correlation for EVs.

Technical traders observe the stock's tight intraday range and contracting volatility, anticipating a significant breakout in either direction after a period of consolidation.

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