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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is trending due to immediate reactions to its earnings call, with community sentiment appearing largely negative, citing concerns around competition and shrinking margins. Some traders anticipate further downside, while others point to a potential overreaction and possible bounce. Broader discussions include the quality of content and potential partnerships with companies like AMC.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Despite an AWS outage impacting numerous services, Amazon's stock is trending upwards, surprising some investors. Community chatter revolves around how the outage highlights AWS's crucial role in the internet infrastructure, potentially underscoring Amazon's dominance despite AI competition. Some are speculating about lawsuits, while others see it as a buying opportunity.

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 A

Alphabet Inc Class A

GOOGL is trending as investors weigh the potential impact of OpenAI's browser launch on Google's search dominance, sparking debate about competition and market share. Community discussions revolve around whether this is a buying opportunity or a cause for concern, with some highlighting Google's existing strengths in AI and cloud services. The news arrives amid broader conversations about AI leadership and potential shifts in the tech landscape.

Alphabet Inc - Ordinary Shares - Class C

GOOG is trending amid discussions about its AI strategy and competition with other tech companies, particularly following news of Google's $15 billion investment in India for AI infrastructure. The community is actively debating the potential impact of OpenAI's browser and Gemini's capabilities, while some analysts express bullish sentiment with price target increases.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is trending due to its acquisition of Railbird, a prediction market platform, sparking discussions about its potential to compete with existing platforms like Kalshi and Polymarket. Community members are debating the impact of this move on DraftKings' market share and its ability to attract users from both regulated and unregulated markets. Some are optimistic about DraftKings' entry into prediction markets, while others express concern about competition and potential regulatory challenges.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is trending due to a proposed offering of convertible senior notes, leading to concerns about dilution and funding. While some investors view this as a strategic move to secure long-term growth, others express skepticism about the company's financials. Community discussions revolve around potential catalysts, launch timelines, and whether this dip presents a buying opportunity or a sign of further decline.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

Intuitive Surgical is trending due to a strong earnings report highlighting significant growth in worldwide procedures and revenue, leading to increased optimism and raised price targets. The community is actively discussing the potential for the stock to reach new highs, with some questioning the sustainability of the gains and others highlighting international expansion. Bullish sentiment is fueled by the company's dominant position in robotic surgery and strong financial performance.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

WBD is trending amid speculation about a potential acquisition, with Paramount Skydance and other major players like Netflix and Comcast reportedly showing interest. Community discussions revolve around the possibility of a bidding war and the potential buyout price, with some analysts suggesting a price range while others speculate on a higher value post-spinoff.  The news of a rejected offer has fueled debate about WBD's worth and the likelihood of a deal.

GSI Technology, Inc. engages in the design, development and marketing of memory products primarily for the networking, and telecommunications markets. Its product includes Static Random Access Memory, or SRAM, which incorporated in networking and telecommunications equipment, such as routers, switches, wide area network infrastructure equipment, wireless base stations and network access equipment. It also offers services to the ongoing needs of the military, industrial, test and measurement equipment, automotive and medical markets for SRAMs .The company was founded by Lee-Lean Shu and Robert Yau in March 1995 and is headquartered in Sunnyvale, CA.

GSI Technology Inc

GSIT is trending due to community discussion around a recent direct offering and its potential impact on the stock's valuation. While some investors express concerns about dilution and potential manipulation, others highlight the company's disruptive AI chip technology and potential for long-term growth, viewing the offering as a means to fund further development and expansion.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and the FC SAN business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom ($AVGO) is trending after announcing a multi-billion dollar partnership with OpenAI to develop custom AI chips, positioning the company as a key player in AI infrastructure. Community members are discussing the potential impact on Broadcom's revenue and market share, as well as its rivalry with Nvidia and AMD in the AI chip space. Analyst upgrades and price target increases are further fueling the conversation around Broadcom's growth potential in the expanding AI sector.

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Are Auto-Tires-Trucks Stocks Lagging  Polaris (PII) This Year?

Here is how Polaris Inc (PII) and XPeng Inc. Sponsored ADR (XPEV) have performed compared to their sector so far this year.

XPeng Inc. Sponsored ADR (XPEV) Outperforms Broader Market: What You Need to Know

XPeng Inc. Sponsored ADR (XPEV) concluded the recent trading session at $21.64, signifying a +1.64% move from its prior day's close.

Xpeng has begun exporting its popular Mona M03 electric sedan, sending the first batch to the Middle East and North Africa (MENA) region as the Chinese EV maker looks to expand its fast-growing business beyond home turf.&nbsp;The company announced the milestone in a post on Weibo, calling it the start of a “new journey overseas,” according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cnevpost.com/2025/10/13/xpeng-begins-exporting-mona-m03-sedan/">report</a> by CnEVPost.Priced from about 119,800 yuan ($16,800), the Mona M03 has become the heart of Xpeng’s lineup. The affordable sedan has topped 10,000 units every month for a full year, making up more than 40% of the company’s monthly sales. In August, Xpeng delivered 15,334 Mona M03s, bringing total deliveries for the year to over 117,000 units, nearly half of all Xpeng cars sold.Xpeng’s broader sales have also been surging. The company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/xpeng-september-delivery-record-li-auto-sales-slide/chCouN7R39H">delivered 41,581 vehicles in September</a>, its third straight monthly record and a 95% increase from a year earlier. Quarterly deliveries hit 116,007 units, up 149% year-over-year and right at the top of its target range.&nbsp;Photos shared online showed the first export batch of Mona M03s being loaded at Taicang Port in Jiangsu province, handled by Anji Logistics, a unit of SAIC Motor that runs China’s largest car carrier fleet.CEO He Xiaopeng said in a recent&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/09/08/xpeng-plans-global-launch-of-mass-market-mona-brand-in-2026.html">CNBC interview&nbsp;</a>that the Mona lineup will debut in Europe next year, with a wider global rollout planned for 2026. The company is also reportedly working on a second model in the Mona family, according to spy photos that surfaced on Chinese social media last month. The company aims to double deliveries in 2025 to around 380,000 vehicles.On Stocktwits, retail sentiment&nbsp;grew to ‘bullish’ from ‘neutral’ a week ago amid ‘normal’ message volume.One user said they were adding Xpeng shares below $21, calling it the last opportunity to buy at those levels before the company turns profitable.&nbsp;<stembedurl>https://stocktwits.com/Spanish_guy/message/632005544</stembedurl>Another user predicted the stock could eventually reach $100, possibly by 2030.<stembedurl>https://stocktwits.com/Alpha_Instict09/message/631983997</stembedurl><a href="https://stocktwits.com/symbol/XPEV">Xpeng’s stock</a> has risen 78% so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Xpeng Inc. Mona M03 electric vehicle is on display during the 2024 Guangzhou International Automobile Exhibition on Nov. 25, 2024 (Photo by John Ricky/Anadolu via Getty Images)

Xpeng Begins Mona M03 Exports As Sedan Drives 40% Of Sales — Retail Bulls Grow More Confident 

Xpeng has started shipping its Mona M03 electric sedan to the Middle East and North Africa.

Equity

Will the Long-Range Model Y+ Help Tesla Catch Up in China?

TSLA bets on the new long-range Model Y+ to revive its China sales as competition and price wars intensify.

XPeng Inc. Sponsored ADR (XPEV) Falls More Steeply Than Broader Market: What Investors Need to Know

In the latest trading session, XPeng Inc. Sponsored ADR (XPEV) closed at $22.91, marking a -5.29% move from the previous day.

NIO Q2 Vehicle Margin Dips Despite Delivery Gains: Is Recovery Ahead?

NIO's Q2 deliveries soared, yet shrinking vehicle margins cast a shadow, spotlighting the tough balance between rapid growth and profit pressure.


Tesla Rolls Out FSD Version 14: A Boost to its AV Ambitions?

TSLA's new FSD v14.1 brings smarter, smoother driving and fresh Robotaxi-ready features, fueling its autonomous ambitions.

NIO Q3 Deliveries Rise 41% Y/Y: Is ONVO L90 Fueling the Growth?

NIO hits record Q3 deliveries, up 41% year over year, as strong demand for the new ONVO L90 fuels its growth momentum.

XPeng Inc. Sponsored ADR (XPEV) Stock Dips While Market Gains: Key Facts

The latest trading day saw XPeng Inc. Sponsored ADR (XPEV) settling at $23.07, representing a -3.11% change from its previous close.

China’s electric vehicle giants ended September heading in opposite directions. Xpeng notched another record month, while Li Auto continued to feel the strain of shifting away from its older lineup toward new all-electric models.Xpeng delivered 41,581 vehicles in September, marking its&nbsp;third straight monthly record.&nbsp;That’s a 95% jump from a year ago and 10% higher than August,&nbsp;underlining&nbsp;the company’s strong growth momentum. For the third quarter, Xpeng reported 116,007 deliveries, up 149% from last year, landing right at the top of&nbsp;the guidance range.At the time of writing,&nbsp;<a href="https://stocktwits.com/symbol/XPEV">Xpeng shares</a> were up 3.6% in Hong Kong, while&nbsp;<a href="https://stocktwits.com/symbol/LI">Li Auto</a> gained 2.9%.The company’s growth continues to be driven by the Mona M03. This affordable electric sedan has been a steady bestseller for a year, consistently topping 10,000 units every month for 12 consecutive months.&nbsp;Other models, such as the P7+, the new P7, and the G7 SUV, also contributed to the strong sales momentum. With a lineup that now includes sedans, SUVs, and MPVs, Xpeng is covering a wide range of price segments and appealing to a broader base of buyers.The company has expressed confidence in doubling deliveries next year, targeting around 380,000 vehicles for 2025 as Xpeng pushes deeper into the mass EV market.Meanwhile, Li Auto delivered 33,951 vehicles in September, down about 37% from a year ago, marking its fourth consecutive month of falling sales. Deliveries were, however, up 19% from August, indicating that new models are slowly gaining traction, CnEVPost&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cnevpost.com/2025/10/01/li-auto-delivers-33951-cars-sept-2025/">noted</a>.In the third quarter, Li Auto delivered 93,211 vehicles, meeting its target but still down 39% year-on-year and 16% from the previous quarter. The declines came amid Li Auto’s shift away from its once-popular L-series extended-range hybrids to a new generation of pure battery-electric SUVs. Its first all-electric SUV, the Li i8, began deliveries in August, followed by the Li i6 in late September.&nbsp;CEO Li Xiang stated that the company aims to stabilize monthly deliveries of the i8 at around 6,000 units and of the i6 at up to 10,000 units by the end of the year.One user stated that they believed Xpeng would outperform rivals like Nio and Li Auto, citing its expansion in Europe, hybrid manufacturing in Indonesia and China, and partnership with Volkswagen as key advantages. “Xpeng is the winner in 2025-26,” the user said.<stembedurl>https://stocktwits.com/jeisgggg/message/630466688</stembedurl>Another user noted that Xpeng was nearing its 52-week high and expressed optimism that it could break through in October.<stembedurl>https://stocktwits.com/TraderMoonshot/message/630444235</stembedurl>While Xpeng’s U.S.-listed stock has risen 98% so far in 2025, Li Auto’s U.S.-listed stock climbed 5.6% over the same period.For updates and corrections, email newsroom[at]stocktwits[dot]com.

While Xpeng’s U.S.-listed stock (XPEV) has risen 98% so far in 2025, Li Auto’s U.S.-listed stock (LI) climbed 5.6% over the same period. | Photo Courtesy of Getty Images

Xpeng Retail Traders See It As 2025’s Big Winner As EV Maker Smashes September Delivery Record Even As Peer Li Auto’s Sales Slide 

Xpeng extended its record-breaking streak in September with soaring deliveries, while Li Auto’s sales continued to lag amid its shift toward new all-electric models.

XPeng, Inc. engages in the design, development, manufacture, and marketing of smart electric vehicles. Its products are environmentally friendly vehicles, namely an SUV (the G3) and a four-door sports sedan (the P7). It also provides a range of services to the clients, including supercharging service, maintenance service, ride-hailing service and vehicle leasing service. The company was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

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