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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 Technologies is experiencing heightened volatility and intense social media debate after President Trump publicly endorsed the company, an move that community members are interpreting as both a strategic signal of long-term government backing and an attempt to counter recent aggressive short-selling campaigns led by figures like Michael Burry. While bulls view the endorsement and embedded defense contracts as a long-term catalyst, skeptics are actively questioning the ethics of the executive intervention and debating the competitive threat posed by emerging AI rivals.

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 trending as investors debate whether the stock is a deep-value opportunity or a long-term play against concerns of AI-driven obsolescence. Community members are actively discussing potential short squeezes, management's buyback strategies, and the competitive impact of Anthropic, with many bullish investors holding for the long term despite current volatility.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is rallying as investors digest a stronger-than-expected operational update, featuring a significant cash position and a clear ramp-up in production for optical engines targeting AI data centers. The community is actively discussing the companys strategic integration with major industry players like Marvell and the potential for a gamma squeeze as short interest meets limited share availability.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is facing a sharp sell-off driven by a UBS downgrade, which cited concerns that AI integrationspecifically the influence of Anthropics Claudecould erode traditional seat-based software margins and pricing power. While the stock has seen heavy institutional distribution, many in the community remain divided, with some viewing the technical breakdown as a generational buying opportunity based on long-term enterprise utility, while others fear the model shift threatens the core business trajectory.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics is experiencing intense momentum as the community debates whether the stock's parabolic surge is supported by structural demand for its photonics technology or if it has entered bubble territory. Investors are closely tracking high-volume order announcements and hyperscaler deployment timelines, fueling a fierce battle between long-term bulls looking for rerating and skeptics warning of extreme valuation risks.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. It offers various products for performance and reliability, video streaming and delivery, advanced security, insights, Cloudflare for developers, domain registration, and Cloudflare marketplace. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflare stock is currently surging following a robust fourth-quarter earnings report that featured a revenue beat and strong forward-looking guidance driven by massive demand for its AI infrastructure. Investors are actively debating the company's long-term potential as a critical backbone for agentic AI, with the community focused on whether this performance signals a broader recovery for the software sector.

Zentalis Pharmaceuticals, Inc. is a clinical-stage biopharmaceutical company, which engages in discovering and developing clinically differentiated, novel small molecule therapeutics targeting fundamental biological pathways of cancer. It develops a broad pipeline of product candidates with an initial focus on validated oncology targets with the potential to address large patient populations. The company was founded by Kevin D. Bunker and Cam Gallagher on December 23, 2014 and is headquartered in San Diego, CA.

Zentalis Pharmaceuticals Inc

Zentalis Pharmaceuticals is capturing significant community attention as investors weigh its deep discount to cash-on-hand against the high-stakes potential of its lead candidate, azenosertib, with pivotal trial data expected soon. While some traders are bullish on institutional accumulation and the possibility of a buyout, others remain cautious, citing the company's high cash burn rate, recent strategic restructuring, and a history of volatility.

Dogecoin is an open-source digital currency based on the "Doge" meme that functions as a peer-to-peer medium for fast payments and digital tipping. Unlike projects backed by corporate entities, its value is driven by a global community, and the project is managed by a decentralized group of volunteers and the non-profit Dogecoin Foundation rather than a formal company.  Originally created in 2013 by software engineers Billy Markus and Jackson Palmer as a market parody, the project held no public sale or venture capital rounds. The network operates as a fork of LuckyCoin, which itself was a fork of Litecoin, using a proof of work consensus mechanism. It employs the Scrypt algorithm to ensure the mining process remains fast and efficient, with new blocks processed every 60 seconds. A unique technical feature is its use of merged mining, allowing miners to secure Dogecoin simultaneously with other Scrypt-based networks like Litecoin.  To keep transaction fees low and the network running indefinitely, Dogecoin features an uncapped supply where new coins are added forever. In a major regulatory milestone in March 2026, a joint SEC and CFTC framework officially classified Dogecoin as a digital commodity, placing it in the same asset category as gold or oil.

Dogecoin

Dogecoin is capturing market attention as investors speculate on potential integration with upcoming technological developments, while also benefiting from broader retail enthusiasm and discussions around memetic growth. The community remains highly polarized, with some anticipating significant price appreciation driven by mass adoption and speculative catalysts, while others emphasize the importance of long-term patience and caution against market volatility.

EchoStar Corp. engages in the design, development, and distribution of digital set-top boxes and products for direct-to-home satellite service providers. It operates through the following business segments: Pay-TV, Retail Wireless, and Broadband and Satellite Services. The Pay-TV segment business strategy is to be the best provider of video services in the United States by providing products with the best technology, outstanding customer service, and great value. The Retail Wireless segment offers Retail Wireless services as well as a competitive portfolio of wireless devices. The Broadband and Satellite Services segment business strategy is to maintain and improve leadership position and competitive advantage through development of technologies and services marketed to selected sectors within the consumer, enterprise and government markets globally. The company was founded by Charlie William Ergen, Candy Ergen, and James DeFranco in 1980 and is headquartered in Englewood, CO.

EchoStar Corp - Ordinary Shares - Class A

EchoStar Corp

EchoStar is experiencing significant momentum as investors increasingly view the company as a key proxy for SpaceX's anticipated multi-trillion dollar IPO. The community is actively debating the company's valuation upside tied to its satellite spectrum deals and SpaceX equity holdings, fueling a heated discussion on potential short squeezes versus long-term value accumulation.

Organon & Co. is a science based global pharmaceutical company, which develops and delivers innovative health solutions through a portfolio of prescription therapies within women’s health, biosimilars and established brands. The company was founded on March 11, 2020, and is headquartered in Jersey City, NJ.

Organon & Co.

Organon is currently seeing significant market activity as investors debate the potential of a $12 billion buyout offer from Sun Pharma, with high volume and volatile price action fueling intense community discussion. While some traders are loading up on positions expecting a formal deal, others are dismissing the reports as speculative, causing a divide between those chasing the M&A momentum and skeptics wary of the company's significant debt load.

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Cloudflare (NYSE:NET) Sees Large Volume Increase - Should You Buy?

Cloudflare (NYSE:NET) Sees Strong Trading Volume - Here's Why...

<ul class="summary-bullets"><li>Shares of the company tumbled more than 13% on Friday, the most since May 3, 2024.</li><li>Retail traders on Stocktwits, however, dismissed the selloff as an overreaction.&nbsp;</li><li>Earlier, BTIG commented on Anthropic's Claude Mythos model release, saying investor reactions were based on an incorrect reading of its impact.</li></ul>Shares of Cloudflare Inc. (NET) tumbled more than 13% on Friday, heading for the steepest one-day decline since May 3, 2024.The internet security company appears to be caught up in the larger software rout as Software-As-A-Service (SaaS) companies have been bleeding out since Anthropic’s massive revenue run rate announcement as well as updates on its agentic artificial intelligence tools that spooked markets this week.Retail traders on Stocktwits, however, dismissed the selloff as an overreaction. Cloudflare is an American technology company that provides content delivery network, cybersecurity, and domain registration services, among others, operating mainly as a reverse proxy to enhance website performance and security.<h2 class="st-heading-2">What’s Retail Saying?</h2>Retail sentiment on Stocktwits around NET stock jumped from ‘bearish’ to ‘bullish’ over 24 hours, while single-day message volumes shot up about 988%, according to platform data.One bullish user said that Cloudflare was not a SaaS company and the selloff was misplaced.<stembedurl>https://stocktwits.com/wall_street13/message/649949833</stembedurl>Another user called it an "overreaction," adding that the company was largely an infrastructure provider.<stembedurl>https://stocktwits.com/_sansan_/message/649951306</stembedurl>A third user said that the internet would not exist without Cloudflare.<stembedurl>https://stocktwits.com/EderT/message/649953725</stembedurl>Yet another user called the selloff a “gift” for dip buyers.<stembedurl>https://stocktwits.com/PicoPies/message/649939338</stembedurl><h2 class="st-heading-2">What’s Happening With Anthropic?</h2>Earlier this week, <a href="https://stocktwits.com/news-articles/markets/equity/nvidia-amazon-apple-partner-with-anthropic-on-ai-cybersecurity-effort-project-glasswing/cZJBGALRIqT">Anthropic launched Project Glasswing</a>, a cybersecurity initiative alongside major technology companies to improve software security. The company said that it would leverage its unreleased frontier AI model, Claude Mythos Preview, to detect and defend vulnerabilities faster than traditional methods.The Claude-maker also launched a new product that would make it easier for companies to build and deploy their own AI agents. The company also reported $30 billion in revenue run rate, dethroning OpenAI on this key metric.Anthropic’s launches have stoked concerns over a disruption in the SaaS and cybersecurity sectors, sending <a href="https://stocktwits.com/news-articles/markets/equity/now-snow-zs-intu-stocks-plummet-anthropic-connection/cZJWKWuRIsS">shares of multiple software stocks tumbling</a>.Analysts, however, have also dismissed the concerns. Earlier, BTIG commented on Anthropic's Claude Mythos model, saying investor reactions were based on an incorrect reading of its impact, according to TheFly. The analyst said that it believes Anthropic is "effectively giving the world a warning on the increased cyber risk associated with AI," which would ultimately drive more demand for cybersecurity vendors, not less.<a href="https://stocktwits.com/symbol/net">NET stock</a> has gained more than 62% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Cloudflare logo is seen displayed on a smartphone screen. 

NET Stock Heads For Worst Drop In Over 2 Years — Retail Goes Bottomfishing Amid Software Selloff

Cloudflare appears to be caught up in the larger software rout after Anthropic’s latest revenue run rate announcement and new AI product launches. 

Equity

Here's How Much You Would Have Made Owning Cloudflare Stock In The Last 5 Years

Cloudflare made a WordPress for AI agents

Cloudflare, the cloud provider that connects millions of sites to the internet, wants to "fix" another digital giant: WordPress. It announced a new open-source system, called EmDash, that's supposed...

SaaS Stock Meltdown: ServiceNow, Salesforce, Cloudflare, Snowflake Hit Hard

SaaS stocks fall again after fresh model releases from Anthropic and Meta that reignited AI replacement fears.read more...

Thursday Sector Laggards: Application Software, Information Technology Services

In trading on Thursday, application software shares were relative laggards, down on the day by about 2.3%. Helping drag down the group were shares of CloudFlare, off about 11.8% and shares of Qualys down about 10.4% on the day.

Also lagging the market Thursday are information...

Cloudflare (NYSE:NET) Stock Price Down 7.6% on Insider Selling

Cloudflare (NYSE:NET) Shares Down 7.6% Following Insider Selling...

Cloudflare (NET) Is Considered a Good Investment by Brokers: Is That True?

According to the average brokerage recommendation (ABR), one should invest in Cloudflare (NET). It is debatable whether this highly sought-after metric is effective because Wall Street analysts' recommendations tend to be overly optimistic. Would it be worth investing in the stock?

Cloudflare (NYSE:NET) CEO Matthew Prince Sells 52,384 Shares

Cloudflare, Inc. (NYSE:NET - Get Free Report) CEO Matthew Prince sold 52,384 shares of the stock in a transaction dated Monday, April 6th. The stock was sold at an average price of $210.02, for a...

Cloudflare, Inc. (NYSE:NET) Receives Average Recommendation of "Moderate Buy" from Brokerages

Shares of Cloudflare, Inc. (NYSE:NET - Get Free Report) have earned an average rating of "Moderate Buy" from the twenty-nine research firms that are covering the company, Marketbeat.com reports. Two analysts have rated the stock with a sell rating, eight have issued a hold rating, eighteen have as...

Warranted - fundamentals justify the decline

Overdone - the market is overreacting

Too early to tell

Is the selloff in software stocks warranted or overdone?

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Traders are debating whether new AI models from Anthropic and others are a disruptive threat to cybersecurity infrastructure or an overblown market panic.

Many investors are aggressively loading up on shares, viewing the recent volatility as a tactical buying opportunity rather than a fundamental shift.

Bullish supporters emphasize that the essential nature of global internet infrastructure and data security makes the sector a long-term winner despite sentiment.

Discussion is heating up around the impact of automated, trigger-driven algorithmic trading exacerbating sharp price swings across software stocks.

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