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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 trending due to strong Q2 financial results and significantly raised full-year revenue outlook, fueled by robust AI server demand. While investors celebrate explosive growth, the community actively debates the implications of declining gross margins on the stock's valuation amidst rapidly expanding sales.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal Holdings is experiencing significant attention after an earnings miss and withdrawn guidance, exacerbated by a sudden CEO change that has fueled intense debate. While many investors are expressing heavy losses and questioning the company's future amidst competitive pressures, others view the steep sell-off as an overreaction, highlighting its strong cash flow and deeply discounted valuation as a unique buying opportunity.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending as investors analyze its latest earnings report, which exceeded revenue and EPS expectations driven by strong data center and AI chip growth, though community sentiment is divided between long-term bullish prospects for its MI450/MI500 series and concerns over short-term market reactions and valuation amidst semiconductor sector volatility.

Snap, Inc. operates as a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap Inc. is actively trending as its stock has plunged to multi-year lows leading into its upcoming earnings report, driving intense community discussion. Many investors are expressing frustration over perceived mismanagement and recent global regulatory pressures concerning youth engagement, while a bullish contingent views the depressed valuation as an oversold opportunity, anticipating a potential post-earnings rebound or even a buyout due to its extensive user base.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending as investors eagerly anticipate its upcoming earnings, driven by growing confidence in its AI leadership with Gemini and Waymo's significant new valuation. However, community discussions also highlight concerns over Waymo's recent safety probes and potential EU regulatory actions against tech giants.

The Kraft Heinz Co. engages in the manufacture and market of food and beverage products. It operates through the North America and International geographical segments. The company was founded on July 2, 2015, and is headquartered in Pittsburgh, PA.

Kraft Heinz Co

Kraft Heinz is trending after Berkshire Hathaway's filing indicated a potential divestment of its significant stake ahead of KHC's planned split, causing a notable price drop. However, many investors view this as a buying opportunity for a deep-value, high-dividend defensive stock, anticipating an earnings beat and value unlocking from the upcoming corporate separation.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle Mexican Grill is trending following its earnings report, with investor sentiment largely focused on the disappointing flat comparable restaurant sales guidance for the upcoming year, despite beats on revenue and EPS. The community is actively debating rising prices, perceived smaller portions, and concerns about leadership's communication on future growth.

Enphase Energy, Inc. is a global energy technology company, which engages in the business of designing, developing, manufacturing, and selling home energy solutions that manage energy generation, energy storage, control, and communications on one intelligent platform. It operates through the following geographical segments: the United States, the Netherlands, and Others. The company was founded by Raghuveer R. Belur and Martin Fornage in March 2006 and is headquartered in Fremont, CA.

Enphase Energy Inc

Enphase Energy is trending after reporting strong Q4 earnings that beat expectations and providing an upbeat Q1 2026 guidance, while also updating on its bidirectional EV charging platform and new commercial microinverter. The community is actively discussing the potential for a significant short squeeze, fueled by substantial short interest and a renewed bullish outlook for the solar sector.

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 (PATH) is trending due to its persistent share price decline, driving intense debate between optimistic bulls, who believe its solid fundamentals, leading Agentic AI platform, and high short interest point to a future rebound, and frustrated bears, who cite continuous insider selling and a sector-wide re-evaluation of software stocks.

Magnite, Inc. provides a technology solution to automate the purchase and sale of digital advertising inventory for buyers and sellers. It features applications and services for digital advertising sellers including websites, mobile applications, and other digital media properties. The company was founded by Frank Addante, Duc Chau, Craig Roah, Julie Mattern and Brian D. Baumgart on April 20, 2007 and is headquartered in New York, NY.

Magnite Inc

Magnite (MGNI) is trending amidst deep investor frustration over its sharp stock decline, which many attribute to market manipulation despite its growing Connected TV (CTV) segment and strategic partnerships with major streamers. The community is actively discussing upcoming earnings and the potential for significant upside from anticipated Google antitrust remedies, while criticizing management's conservative outlook.

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<ul class="summary-bullets"><li>BMO Capital downgraded First Solar to ‘Market Perform’ from ‘Outperform’ and cut its price target to $263 from $285.</li><li>The firm believes Tesla’s efforts to build a vertically integrated solar manufacturing business are likely to take shape in the coming quarters.</li><li>Tesla’s potential expansion into solar modules could create a lasting overhang on First Solar shares and pressure investor sentiment, BMO stated.</li></ul>Shares of First Solar (FSLR) tanked more than 12% on Thursday after BMO Capital downgraded the stock and slashed its target price, citing a potential overhang due to Tesla’s expansion into solar module manufacturing.<a href="https://stocktwits.com/symbol/FSLR">FSLR shares</a> are down to their lowest level in more than three months.<h2 class="st-heading-2">Why Did BMO Downgrade The Stock?</h2>BMO Capital downgraded First Solar to ‘Market Perform’ from ‘Outperform’ and cut its price target to $263 from $285, according to The Fly. It still implies a 20% upside from current levels.The firm initially dismissed Elon Musk’s comments on Tesla building a vertically integrated solar manufacturing business as “aspirational,” but it now believes the effort is likely to take shape in the coming quarters.BMO Capital believes Tesla’s potential expansion into solar modules could create a lasting overhang on First Solar shares and pressure investor sentiment.Last week at the World Economic Forum (WEF) in Davos, Musk said Tesla and SpaceX are targeting 100 gigawatts of annual solar manufacturing within three years. Musk reiterated the target in a call with analysts following Tesla’s fourth-quarter (Q4) results on Wednesday.“We think the best way to add significant capability to the grid is, or energy to the grid, let’s say it’s powering AI data centers, is solar and batteries on Earth and solar in space. So that’s why we’re gonna work towards getting 100 gigawatts a year of solar cell production, integrating across the entire supply chain, from raw materials all the way to finished solar panels,” Musk said.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Despite the intra-day decline, retail sentiment on Stocktwits flipped to ‘bullish’ from ‘neutral’ a day earlier.<img src="https://news.stocktwits-cdn.com/FSLR_jpg_546d50baf0.webp" alt="FSLR.jpg">Retail chatter was mixed, with one user viewing the dip as a buying opportunity.<stembedurl>https://stocktwits.com/mywally/message/643280923</stembedurl>However, another user is expecting a further 25% downside.<stembedurl>https://stocktwits.com/Chartist0_0/message/643260844</stembedurl>The stock has gained more than 30% in the past year, though it has shed around 18% so far in 2026.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-lmt-stock-rising-today/cmyifUlR4Ko">LMT Stock Jumps 6% In Pre-Market – What’s Driving The Rally?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

In this photo illustration, a person holds a smartphone displaying the logo of First Solar Inc.

FSLR Stock Slumps 13% On BMO Downgrade – What Is The Tesla Angle?

BMO Capital downgraded First Solar and trimmed its target price for the stock, citing a potential overhang due to Tesla’s expansion into solar module manufacturing.

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