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Swarmer, Inc. is an AI-driven software company, which develops software platforms and AI systems for autonomous swarm control of drones and unmanned vehicles. The firm offers STYX AI Command and Control System, MINAS Autonomy and Collaboration AI, and TRIDENT Embedded Drone Operating System. The company was founded by Alex Fink and Serhii Kuprienko in May 2023 and is headquartered in Austin, TX.

Swarmer Inc.

Swarmer Inc. is experiencing intense volatility and heavy retail interest following its recent IPO, with investors aggressively debating its potential as a "spectacularly mispriced" defense-tech asset versus concerns over its limited revenue and IPO-driven volatility. The community is heavily focused on the company's autonomous drone software, which is currently deployed in active combat, fueling intense speculation about future government contracts and comparisons to other high-flying low-float stocks.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is surging as investors cheer the acquisition of a new Taiwan facility to scale HBM production for AI, further fueled by multiple analyst price target hikes. While the community is actively debating if current valuations have fully priced in a potential earnings blowout, many remain locked in on the long-term memory super-cycle narrative.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi is experiencing significant volatility and high trading volume following a short report from Muddy Waters, which alleged accounting irregularities and aggressive financial engineering. While the report triggered a sharp decline, the community is heavily divided, with many retail investors viewing the dip as an opportunistic 'gift' and pointing to the CEO's active share purchases as a signal of strength and confidence in the company's fundamentals.

New Era Energy & Digital, Inc. is an exploration and production company, which engages in selling oil and natural gas products. The company was founded on February 6, 2023 and is headquartered in Midland, TX.

New Era Energy & Digital Inc.

New Era Energy & Digital is seeing high trading volume and intense community speculation following the appointment of a new CFO with extensive data center financing experience, fueling expectations of an imminent tenant announcement. While bulls are encouraged by the leadership change and potential for a massive infrastructure rollout, some investors are expressing frustration over the lack of a confirmed tenant and questioning the company's timeline.

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 Inc. is currently a focal point for investors as a flurry of strategic acquisitions and defense-related contracts position the company as an emerging prime contractor in the drone and autonomous systems sector. The community is heavily focused on the upcoming earnings report, with widespread discussion around the company's integration of new technologies and a potential short squeeze as traders debate whether current volatility is driven by warrant-related hedging or a genuine long-term value expansion.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo Inc. is currently attracting intense market interest due to a series of regulatory milestones and partnerships, including a recent materials license grant for its subsidiary Atomic Alchemy and an approved safety agreement for its flagship powerhouse project. While some investors remain cautious due to the company's pre-revenue status and significant cash burn, others are aggressively debating the long-term potential of its small modular reactor technology to address the escalating power demands of AI data centers.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon is under significant pressure as community members voice concerns over weak leadership, brand dilution, and intense competition from newer athletic labels, all while grappling with the impact of recent tariffs. Investors are closely monitoring the unfolding proxy conflict between founder Chip Wilson and the board, while debating whether the current low valuation presents a genuine turnaround opportunity ahead of upcoming earnings.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit is trending as investors weigh strong AI-driven revenue growth and data licensing potential against continued volatility and concerns over institutional selling. While some community members are focused on potential technical short squeezes and bullish institutional signals, others are actively debating the platform's long-term monetization sustainability and the impact of broader market sentiment.

Tectonic is a decentralised non-custodial algorithmic-based money market protocol that allows users to participate as liquidity suppliers or borrowers. Suppliers provide liquidity to the market to earn a passive income, while borrowers are able to borrow liquidity in an over-collateralized fashion.

Tectonic

Tectonic is experiencing a surge in community engagement as long-term holders track positive movement alongside the broader Cronos ecosystem. Investors are actively discussing the potential for price appreciation, with many debating the impact of upcoming vault unlocks and the long-term strategy of holding through extended accumulation phases.

Bonk is a dog-themed memecoin on the Solana blockchain, launched on Christmas Day 2022 to revitalize the Solana community following the FTX collapse. Created by an anonymous team of 22 Solana developers and builders, Bonk distributed 50% of its total 100 trillion token supply via airdrop to community members including NFT collectors, developers, and artists.   The project positions itself as "the first Solana dog coin for the people, by the people," explicitly rejecting venture capital backing in favor of grassroots community ownership. What sets Bonk apart from other memecoins is its combination of fair launch mechanics, extensive ecosystem integration, and active deflationary strategy.   Built on Solana, BONK benefits from fast transaction speeds and low fees that make it practical for everyday use. Native products include LetsBonk.fun (a memecoin launchpad that briefly became Solana's market leader in 2025, surpassing Pump.fun with over 78% market share), BonkSwap (a decentralized exchange) and BonkBot (a Telegram trading bot with built-in burn mechanics).   BONK is available across 10 blockchain networks and listed on major exchanges including Binance, Coinbase, Kraken, and Robinhood. Governance is handled by BonkDAO, which holds 15% of the token supply and makes decisions through on-chain voting.   The community has organized several major burn events, most notably the December 2024 BURNmas campaign that destroyed 1.69 trillion tokens worth over $50 million. In September 2025, Nasdaq-listed Safety Shot, Inc. formed BONK Holdings LLC and acquired over 2.5% of the circulating supply (valued at $55-63 million), making BONK one of the first memecoins to attract formal corporate treasury adoption. Core contributor Nom was appointed to Safety Shot's board, and the company holds a 10% revenue share in LetsBonk.fun.  As with all memecoins, BONK is a highly speculative asset with substantial volatility. Its value is primarily driven by community sentiment, social media momentum, and meme culture rather than traditional utility.   The anonymous team, while common in the memecoin space, means investors should exercise appropriate caution. Despite these risks, Bonk has established itself as one of the most successful community-driven tokens in the Solana ecosystem, approaching 1 million unique holders and expanding from a simple memecoin into meaningful DeFi infrastructure.

BONK

BONK is experiencing a surge in community engagement as investors closely monitor potential token burns tied to on-chain holder milestones. Traders are actively debating whether the asset is poised for a reversal or a deeper correction, with many using the current price levels to accumulate positions in anticipation of a broader meme coin rally.

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NU's Post-Earnings Dip Despite Strong Results: A Buying Opportunity?

NU stock slides 14% post-earnings despite 45% revenue growth and rising profits, as investors weigh near-term cost pressures against long-term expansion plans.

Militia Capital Partners LP Acquires Shares of 18,300 Block, Inc. $XYZ

Militia Capital Partners LP acquired a new stake in shares of Block, Inc. (NYSE:XYZ - Free Report) in the third quarter, according to the company in its most recent 13F filing with the Securities and...

Chevy Chase Trust Holdings LLC Makes New $20.38 Million Investment in Block, Inc. $XYZ

Chevy Chase Trust Holdings LLC purchased a new position in Block, Inc. (NYSE:XYZ - Free Report) in the third quarter, according to its most recent disclosure with the SEC. The institutional investor...

California Public Employees Retirement System Increases Stock Position in Block, Inc. $XYZ

California Public Employees Retirement System grew its holdings in shares of Block, Inc. (NYSE:XYZ - Free Report) by 7.0% during the 3rd quarter, according to its most recent 13F filing with the...

<ul class="summary-bullets"><li>Media reports over the weekend suggested that Meta is considering a 20% workforce reduction to offset the costs of its AI bets and prepare for greater efficiency enabled by internal AI tools.</li><li>BofA projects up to $8 billion in annualized cost savings if the layoffs occur at the reported scale.</li><li>Stocktwits sentiment moved to 'bullish,' although some traders expressed skepticism that the potential layoffs also signal strain in the company's AI strategy.&nbsp;</li></ul>Meta Platforms, Inc. could see up to $8 billion in annualized cost savings from potential layoffs, analysts say, a buffer that would help protect margins even as the company pursues one of its most aggressive AI spending plans to date.Reuters reported last weekend that Meta is considering <a href="https://stocktwits.com/news-articles/markets/equity/metas-biggest-layoffs-since-year-of-efficiency-coming-retail-traders-bet-stock-wins-again/cZ32S3SRIfb">cutting</a> roughly 20% of its workforce to offset the cost of its AI infrastructure buildout and prepare for a leaner operating model as AI-assisted tools reduce the need for headcount. The cuts could affect around 16,000 employees, making it the company's most significant restructuring since its 2023 "year of efficiency." Meta has not confirmed the plan.JPMorgan estimates the reduction could save the company up to $6 billion annually. Bank of America projects an even higher figure, up to $8 billion under what it describes as "conservative" assumptions. BofA added that the cuts are necessary for Meta to hit its 2026 operating income targets, and reiterated its 'Buy' rating with an $885 price target, implying roughly 41% upside from the last close.The savings would not dramatically change Meta's overall cost picture, according to the analysts. JPMorgan noted they wouldn't make "as big of a dent" against the company's projected 2026 expenses of $162 billion to $169 billion. But on a per-share basis, the research firm estimates the cuts could add $2.00 in incremental GAAP earnings per share above its current fiscal 2027 projection of $31.50.JPMorgan retained its 'Overweight' rating and an $825 price target on Meta stock, implying a 32% gain from the last close.If Meta is willing to reduce headcount at this scale while ramping AI investment, Jefferies thinks it "signals a broader shift." Analysts at the brokerage maintained a 'Buy' rating and a $1,000 price target, a 60% upside from the last close.<h2 class="st-heading-2">AI Triggers Tech Layoffs</h2>Amazon, Atlassian, Block, Inc. and Salesforce are among the major tech companies to announce significant workforce cuts over the past two months, with many citing AI-driven efficiency gains as a key factor behind the reductions. Dell&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/world-at-work/dell-workforce-drops-10-fiscal-2026-filing-shows-2026-03-16/">reduced</a> its employee strength by 10%&nbsp;to&nbsp;97,000 in its last fiscal year, which ended in January 2026.About 38,645 tech workers have already been laid off by 60 tech companies in 2026, according to <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://layoffs.fyi/">data</a> from the corporate layoffs tracker Layoffs.fyi.<h2 class="st-heading-2">Retail's View On META</h2>Reacting to the layoffs report, Meta shares gained 2.3% on Monday, their best single-day performance since late January, following its quarterly <a href="https://stocktwits.com/news-articles/markets/equity/meta-q4-earnings-beat-expectations-announces-higher-infrastructure-spend-on-superintelligence-for-2026/cmyg0zvR40A">report</a>.On Stocktwits, retail sentiment for Meta was 'bullish,' unchanged over this week. However, some traders were skeptical of the layoffs news, saying it also signals missteps and overspending in the company's AI strategy.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_17_at_12_52_45_PM_png_db4742b3ac.webp" alt="Screenshot 2026-03-17 at 12.52.45 PM.png" width="691" height="83"><figcaption>META sentiment and message volume as of March 17 | Source: Stocktwits</figcaption></figure>"$META I've never been more bearish on meta. The AI failure and waste is astounding. The layoffs are a ploy to soften the blow on ER day when they miss their targets," <a href="https://stocktwits.com/MountCapital/message/647660424">speculated</a> a user.Last week, The New York Times reported that Meta has <a href="https://stocktwits.com/news-articles/markets/equity/meta-shares-slip-most-in-4-months-after-reported-ai-model-delay-so-why-is-retail-still-bullish/cZdDNRyRIOB/amp">delayed</a> the rollout of its forthcoming flagship AI model, codenamed Avocado, after it fared poorly in internal testing.Like other tech peers, Meta stock has struggled of late due to a dwindling view of tech stocks and market volatility stemming from the U.S.-Iran war. <a href="https://stocktwits.com/symbol/META">Meta shares</a> are down 5% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-gtc-2026-so-what-s-wall-street-s-verdict/cZ33vbxRIQl">&nbsp;Nvidia GTC 2026: So, What's Wall Street's Verdict?</a>&nbsp;

In this photo illustration, a person holds a smartphone displaying the logo of Meta Platforms Inc. 

Meta Layoffs Could Save Up To $8B: JPMorgan, BofA, Jefferies Are Bullish — What About Retail?

While the cuts would only make a small dent in its planned 2026 expenses, they are meant to protect margins, analysts say.

Equity

While the cuts would only make a small dent in its planned 2026 expenses, they are meant to protect margins, analysts say.


Ameriprise Financial Inc. Sells 2,691,502 Shares of Block, Inc. $XYZ

Ameriprise Financial Inc. reduced its stake in shares of Block, Inc. (NYSE:XYZ - Free Report) by 34.2% during the third quarter, according to the company in its most recent 13F filing with the...

Ion Asset Management Ltd. Lowers Holdings in Block, Inc. $XYZ

Ion Asset Management Ltd. lessened its stake in Block, Inc. (NYSE:XYZ - Free Report) by 27.8% during the 3rd quarter, according to its most recent disclosure with the SEC. The institutional investor...

Block, Inc. $XYZ Shares Sold by Junto Capital Management LP

Junto Capital Management LP decreased its stake in Block, Inc. (NYSE:XYZ - Free Report) by 67.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and...

2,159,765 Shares in Block, Inc. $XYZ Bought by Hyperion Asset Management Ltd

Hyperion Asset Management Ltd bought a new stake in Block, Inc. (NYSE:XYZ - Free Report) in the third quarter, according to the company in its most recent Form 13F filing with the Securities...

Banco Bilbao Vizcaya Argentaria S.A. Has $12.97 Million Stock Position in Block, Inc. $XYZ

Banco Bilbao Vizcaya Argentaria S.A. reduced its holdings in Block, Inc. (NYSE:XYZ - Free Report) by 9.9% in the third quarter, according to the company in its most recent Form 13F filing with the...

Block, Inc. engages in creating ecosystems for distinct customer audiences. It operates through the Square and Cash App segments. The Square segment provides payment services, software solutions, hardware, and financial services to sellers. The Cash App segment includes the financial tools available to individuals within the mobile Cash App, including peer-to-peer payments, bitcoin and stock investments. It also includes Cash App Card, which is linked to customer stored balances that customers can use to pay for purchases or withdraw funds from an ATM. The company was founded by Jack Patrick Dorsey and James Morgan McKelvey in February 2009 and is headquartered in Oakland, CA.

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