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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 is experiencing strong upward momentum following preliminary fourth-quarter revenue that significantly exceeded expectations, solidifying its role as a prominent defense drone manufacturer. The community is buzzing about the company's transition to a performance growth stock and eagerly awaits details on future contracts, particularly from the ongoing 'Drone Dominance Gauntlet' program. This positive sentiment is further amplified by broader market anticipation of increased defense spending and upcoming insights from the CEO's appearance at a major growth conference.

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 with high short interest and a recent positive analyst rating, fueling significant short squeeze speculation ahead of its J.P. Morgan Healthcare Conference presentation. Community discussions are heavily focused on potential new partnerships, particularly for its Matrix-M adjuvant in oncology and other infectious diseases. Despite the company's scientific potential and recent de-risking updates, investors remain keenly attuned to management's ability to execute on these growth opportunities amidst ongoing debates about leadership.

SU Group Holdings Ltd. engages in the provision of security-related engineering services, and security guarding and screening services. It operates through the Security-Related Engineering Services and Security Guarding and Screening Services segments. The company was founded by Ming Chan in 1998 and is headquartered in Hong Kong.

SU Group Holdings Ltd. - Ordinary Shares - Class A

SU Group Holdings Ltd

SU Group Holdings Ltd (SUGP) is trending as traders eagerly eye its ultra-low share float and significant short interest, sparking intense speculation about a major short squeeze. The community is drawing strong comparisons to past high-volatility runners like SMX, with sentiment further fueled by high borrowing costs, its presence on the Reg SHO list, and upcoming earnings and contract news as potential catalysts.

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 major point of contention, with recent analyst downgrades intensifying concerns about its market position against a backdrop of increasing AI-powered competition. The community is sharply divided, debating whether the creative software giant is a deeply undervalued opportunity or facing significant headwinds from rivals like Apple and evolving AI solutions.

Travere Therapeutics, Inc. is a biopharmaceutical company. It engages in the identification, development, commercialization, and distribution of therapies to people living with rare diseases. The firm's products include Chenodal, Cholbam, and Thiola. The company was founded by Martin Shkreli on February 7, 2008 and is headquartered in San Diego, CA.

Travere Therapeutics Inc

Travere Therapeutics (TVTX) is trending after the FDA recently extended the review timeline for its supplemental New Drug Application for FILSPARI in FSGS to April 2026, classifying the company's additional responses as a Major Amendment. While the news initially prompted a significant stock decline, many in the community are debating whether this extension is a positive indicator, rather than an outright rejection, citing historical precedents of other biotech drugs that eventually gained approval after similar delays. Traders are actively discussing the resulting volatility and potential for a bounce, considering FILSPARI's promise as a first-in-class treatment for this rare kidney disorder.

BlackRock Institutional Trust Company N.A. - iShares Russell 2000 ETF

iShares Russell 2000 ETF

The iShares Russell 2000 ETF (IWM) is generating significant buzz, with many in the community celebrating its impressive breakout to new all-time highs as money rotates into small-cap stocks. This strong upward momentum is fueling discussions about whether small caps will continue to lead, particularly with upcoming economic data and the anticipated Supreme Court ruling on tariffs potentially influencing market sentiment.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is experiencing notable volatility and a price dip, igniting strong community debate around its immediate future. Many investors are seizing the "buy the dip" opportunity, emphasizing the company's robust fundamentals, zero debt, and strategic positioning in agentic AI, despite others citing recent CEO share sales and broader software sector weakness as driving factors. This sharp divergence in sentiment underscores high expectations for either a continued pullback or a significant upward reversal.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is experiencing significant upward momentum driven by positive regulatory advancements for its seasonal flu and next-generation COVID-19 vaccine candidates, alongside promising results from a recent vaccine trial and new funding for a pivotal flu study. The community is actively discussing a potential short squeeze amidst high short interest, with many expressing renewed confidence in Moderna's diverse mRNA pipeline, particularly its oncology partnership.

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. It focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 and is headquartered in New York, NY.

JPMorgan Chase & Co.

JPMorgan Chase & Co

JPMorgan is trending after its Q4 earnings report, which, despite beating estimates, saw the stock react to concerns over a proposed credit card interest rate cap and a significant reserve build related to acquiring the Apple Card portfolio. Community discussion is split between those who view the cap as a substantial threat to bank profitability and others seeing the dip as a prime buying opportunity. Jamie Dimon's cautious economic outlook further fuels market debate around the financial sector's near-term direction.

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 (SMCI) is trending following a notable analyst downgrade, which many in the community perceive as a manipulative tactic to drive down share prices. While bulls highlight the company's crucial role in AI infrastructure and robust revenue growth expectations, skeptics remain focused on concerns around profitability, corporate governance, and potential execution risks ahead of upcoming earnings.

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The Zacks Analyst Blog Highlights JPMorgan Chase, Citigroup, Wells Fargo, Goldman Sachs, Morgan Stanley and Taiwan Semiconductor Manufacturing

JPMorgan kicks off Q4 earnings as big banks and Taiwan Semi set the tone for markets amid AI demand and global macro risks.

Goldman Sachs drops a curveball on interest-rate cuts

Goldman Sachs has just revised its outlook on interest rates, nudging them later by a few months.Although it may seem like a subtle change, it matters for markets that are often conditioned to expect...

Why Investors Need to Take Advantage of These 2 Computer and Technology Stocks Now

The Zacks Earnings ESP is a great way to find potential earnings surprises. Why investors should take advantage now.

AI-Driven Demand for Advanced Chips Likely to Boost TSM's Q4 Revenues

Taiwan Semiconductor's Q4 revenues are likely to reflect the benefits of surging demand for advanced AI chips, while rising costs may have hurt profitability.

How Taiwan Semiconductor Is Buying Its Way Out Of Tariffs

TSM positioning as US-Taiwan trade talks center, preparing major expansion in Arizona as part of trade pact to lower tariffs.read more...

<ul class="summary-bullets"><li>The report said the trade deal would include commitments from TSMC to invest more in setting up fabs in the U.S.&nbsp;</li><li>TSMC is the world’s biggest contract chip manufacturer and a key vendor to Nvidia and Apple.</li><li>The Taiwanese giant already has one fab in the U.S. and is building four more.</li></ul>U.S.-listed shares of Taiwan Semiconductor Manufacturing Co.&nbsp;gained 0.2% in early premarket on Tuesday amid reports that the U.S. is close to completing a trade deal with Taiwan.The New York Times&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-taiwan-close-in-on-trade-deal-tsmc-pledges-more-chip-plants-in-america-report/cmUaEwaR4EF">reported</a> on Monday that the deal involves the U.S. lowering tariffs on the island nation to 15% – in line with the rates on Japan and South Korea – and commitments from TSMC to invest significantly more in the U.S.<a href="https://stocktwits.com/symbol/TSM">TSM stock</a> had gained 2.5% on Monday, bringing its year-to-date gains to over 9%; shares gained 54% over 2025. On Stocktwits, the retail sentiment shifted to ‘bullish’ as of early Tuesday, from ‘neutral’ the prior day.<h2 class="st-heading-2">Complicated Geopolitical Situation</h2>TSMC is the world's largest contract chip manufacturer and a key vendor to Nvidia and Apple. Given its unique position, any disruption in its business or trade pipeline has ripple effects across the world and sectors, such as electronics, cars, and weaponry – as was seen during the COVID-19 pandemic.Meanwhile, Taiwan's autonomy is another issue of concern for businesses and lawmakers. Beijing has long asserted that Taiwan belongs to China and should one day be brought under Chinese control. China recently conducted live-fire drills around the island, raising the possibility of an invasion.In fact, China has reportedly advised European countries not to host Taiwanese officials, citing European Union laws and regulations, according to a Guardian&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theguardian.com/world/2026/jan/13/china-europe-pressure-block-taiwanese-politicians-visas">report</a>.The nexus is further complicated by the U.S. and China’s push to outpace each other in AI capabilities. Under the Joe Biden administration, the U.S. banned exports of advanced chips to China, while a more recent on-again, off-again stance on certain China-approved chips has added uncertainty – particularly for Nvidia.<h2 class="st-heading-2">US-Taiwan Deal Details</h2>As part of the reported U.S.-Taiwan trade deal, TSMC would commit to building at least five more semiconductor facilities, or fabs, in Arizona, roughly doubling the number of plants it has in the state, sources told the NYT.The company opened its first fab in 2020 and is working on a second one that would open in 2028. It had promised to build four more in the coming years, but as part of the U.S.-Taiwanese trade talks, it agreed to add at least five more.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next: <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-stock-rises-premarket-after-quelling-china-fears-over-h200/cmUXbuKR44X">Nvidia Stock Rises Premarket After Quelling China Fears Over H200 Chip Sales</a>&nbsp;

2024 World Semiconductor Congress in Nanjing

Why Is Taiwan Semiconductor Stock Rising Premarket Today?

An NYT report says the U.S. is close to completing a trade deal with Taiwan, where TSMC is based.

Equity

First Horizon Corp Purchases New Shares in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

First Horizon Corp acquired a new stake in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) during the 3rd quarter, according to its most recent 13F filing with the...

GRIMES & Co WEALTH MANAGEMENT LLC Trims Stake in Taiwan Semiconductor Manufacturing Company Ltd. $TSM

GRIMES & Co WEALTH MANAGEMENT LLC cut its position in shares of Taiwan Semiconductor Manufacturing Company Ltd. (NYSE:TSM - Free Report) by 7.4% in the third quarter, according to the company in its...

Taiwan Semiconductor Manufacturing (NYSE:TSM) Trading 2.5% Higher - Here's What Happened

Taiwan Semiconductor Manufacturing (NYSE:TSM) Trading Up 2.5% - Still a Buy...

5 Unstoppable Stocks to Buy With $5,000 for 2026

Key PointsNvidia and Taiwan Semiconductor are top picks in the AI hardware sector...

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as digital video compact disc player, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSM Taiwan Semiconductor stock price today, news, forum, discussion, financials, community insights, and trading ideas, Join 10 million+ investors and traders tracking markets in real-time on Stocktwits.

TSM Stock Price Today, Analysis, News and Trading Ideas

Short-Term Volatility, Then Markets Move On

Sustained Risk-Off Until Fed Path Is Clear

Little Impact — Fundamentals Still Rule

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Markets pulled back after reports that the DOJ opened a criminal investigation into Federal Reserve Chair Jerome Powell, raising concerns about central bank independence. With rate cuts, inflation, and political pressure all in focus, how do you think this standoff will impact markets in 2026?

How Will the Powell Investigation Impact Markets in 2026?

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