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Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is trending after Novo Nordisk filed a lawsuit for alleged patent infringement over its compounded GLP-1 medications, intensifying regulatory pressure from the FDA and DOJ following the company's withdrawal of its oral semaglutide pill. The community is sharply divided between those who see this as a terminal blow to a "copycat" business model and others who view the sell-off as an overreaction, creating a potential "buy the dip" or "short squeeze" opportunity against big pharma.

e.l.f. Beauty, Inc. is a holding company, which engages in the provision of inclusive, accessible, clean, vegan and cruelty free cosmetics and skin care products. The company focuses on the e-commerce, national retailers and international business channels. Its brands include elf, elf skin, naturium, well people, and keys soulcare. The company was founded in 2004 and is headquartered in Oakland, CA.

e.l.f. Beauty Inc

ELF Beauty is trending after strong earnings and raised guidance were overshadowed by a market reaction many attribute to a recent Super Bowl commercial. The community is actively discussing this perceived overreaction, with many viewing the subsequent dip as a compelling buying opportunity.

Kyndryl Holdings, Inc. is a technology services company, which engages in the provision of infrastructure services. It operates through the following segments: United States, Japan, Principal Markets, and Strategic Markets. The Principal Markets segment represents the aggregation of operations in Australia, New Zealand, Canada, France, Germany, India, Italy, Spain, Portugal, the United Kingdom, and Ireland. The company was founded on December 4, 2020 and is headquartered in New York, NY.

Kyndryl Holdings Inc

Kyndryl Holdings Inc. is trending amid a significant downgrade by JPMorgan, reduced forecasts, a CFO departure, delayed financial filings, and allegations of financial impropriety from a short-seller. This has ignited intense community discussion, with some fearing severe financial issues while others see the sharp valuation drop as an overreaction and a potential buying opportunity.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs is trending after its latest earnings report revealed a revenue miss and net loss, prompting a significant share price drop. Despite an adjusted EPS beat, the community is divided between investors highlighting management's optimistic outlook for 2026, including improving market conditions and strategic partnerships, and skeptics pointing to a history of underperformance and uncertainty around future growth.

Transocean Ltd. engages in the provision of offshore contract drilling services for oil and gas wells. It also owns and operates offshore drilling fleets such as ultra-deepwater, harsh environment, deepwater, and midwater rigs. The company was founded in 1953 and is headquartered in Steinhausen, Switzerland.

Transocean Ltd

Transocean is trending due to its significant all-stock acquisition of Valaris, a move the community largely views as a transformative consolidation poised to enhance market leadership and pricing discipline in the offshore drilling sector. Many anticipate the deal will accelerate debt reduction and position the combined entity for an emerging industry upcycle, though some investors are questioning its immediate impact on existing debt and asset strategy.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum (LITE) is currently trending due to a significant earnings beat and exceptionally strong guidance, fueled by robust demand for its optical components essential for AI data center infrastructure. The community is polarized, with bulls highlighting the company's critical role in the AI build-out and massive analyst upgrades, while bears warn of extreme overvaluation and an inevitable market correction.

monday.com Ltd. engages in the business of operating a cloud-based visual work operating system that consists of modular building blocks that can be easily used and assembled to create software applications and work management tools and serves as a connective layer to integrate with various digital tools across an organization. It operates through the following geographical segments: United States, EMEA, United Kingdom, and Rest of the World. The company was founded by Roy Mann, Eran Kampf, and Eran Zinman in 2012 and is headquartered in Tel Aviv, Israel.

Monday.Com Ltd

Monday.com Ltd

Monday.com is trending following a mixed earnings report where strong Q4 results were overshadowed by conservative forward guidance, leading to a significant stock decline. This has sparked intense community debate, with some investors viewing the dip as an extreme overreaction and a buying opportunity, while others express concerns about the company's future growth and its position within the competitive software sector amidst rising AI advancements.

Rumble, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

Rumble Inc - Ordinary Shares - Class A

Rumble Inc

Rumble is trending as the community highlights significant commitments from Tether for advertising and cloud spending, alongside its strategic acquisition of Northern Data, positioning it as a key AI cloud infrastructure player. Discussion is also centering on record-high short interest and the potential for a short squeeze, further amplified by the return of prominent content creators.

SentinelOne, Inc. engages in the provision of endpoint security software that detects, models, and predicts threat behavior to block attacks on any computing device. Its services include vigilance, support, and training. The company was founded by Tomer Weingarten and Almog Cohen in 2013 and is headquartered in Mountain View, CA.

SentinelOne Inc - Ordinary Shares - Class A

SentinelOne Inc

SentinelOne is trending as Citron Research pounds the table on its leading AI agent security capabilities, specifically highlighting the Prompt Security acquisition as crucial for combating advanced threats like Clawbot. This bullish call, combined with recent GovRamp authorization, sparks lively debate among investors who see deep value at current multi-year lows despite persistent selling pressure and frustration over management.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending after Morgan Stanley initiated coverage with an Overweight rating, highlighting its strategic pivot to AI data centers, strong power infrastructure, and deals with major hyperscalers like Google. The community is actively discussing the company's significant growth potential, the increasing disconnect from Bitcoin price action, and the possibility of short squeezes.

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Republic Technologies Welcomes Canadian Solar (NASDAQ: CSIQ) CFO as Special Advisor to the Board

Republic Technologies Inc. (CSE: DOCT) (FSE: 7FM0) (WKN: A41AYF) (OTCQB: DOCKF) (the Company or Republic) is pleased to announce the appointment of Xinbo Zhu as the Special Advisor to the Board and...

e-STORAGE and Sunraycer Announce 503 MWh Battery Energy Storage Projects in Texas

e-STORAGE and Sunraycer Announce 503 MWh Battery Energy Storage Projects in Texas e-STORAGE and Sunraycer Announce 503 MWh Battery Energy Storage Projects in Texas PR Newswire KITCHENER, ON, Feb. 5...

SolarEdge (SEDG) Moves 13.1% Higher: Will This Strength Last?

SolarEdge (SEDG) was a big mover last session on higher-than-average trading volume. The latest trend in earnings estimate revisions might not help the stock continue moving higher in the near term.

FSLR Stock Down 13.8% in Three Months: What's Next for Investors?

First Solar shares slide 13.8% in three months, but booming U.S. demand, a 54.5 GW backlog and major capacity expansions shape the investment debate.

<ul class="summary-bullets"><li>Wells Fargo, meanwhile, sees limited impact to First Solar from Tesla’s plans to scale solar given its cost advantage and pricing power.</li><li>Other U.S. manufacturers including Canadian Solar face more risk, in Wells' view.</li><li>BMO Capital, however, downgraded First Solar to ‘Market Perform’ from ‘Outperform’ with a price target of $263, down from $285, on Thursday.</li></ul>Shares of First Solar Inc. (FSLR) rose 1% on Friday after Wall Street dismissed concerns about Tesla Inc.’s (TSLA) solar plans impacting the company’s financials.Mizuho believes First Solar's competition concerns around Tesla (TSLA) are overdone, as per TheFly.Fully U.S.-made solar modules will be capital intensive, costing more than First Solar's average selling price, the analyst told investors in a research note. In addition, Mizuho says industry feedback consistently indicates that scaling polysilicon and wafer capacity takes three-to-four years.The analyst estimates that the U.S. does not currently have sufficient metallurgical-grade silicon supply to support Tesla's proposed plan. As such, it does not expect any meaningful impact on First Solar's earnings through at least 2030.<h2 class="st-heading-2">Street Consensus</h2>Wells Fargo, meanwhile, sees limited impact to First Solar from Tesla’s plans to scale solar given its cost advantage and pricing power. Other U.S. manufacturers including Canadian Solar (CSIQ) face more risk, in Wells' view. The firm stays positive on Overweight-rated First Solar and recommends buying on weakness.BMO Capital, however, isn’t as optimistic as the other two. It downgraded First Solar (FSLR) to ‘Market Perform’ from ‘Outperform’ with a price target of $263, down from $285, on Thursday in light of the competition from Tesla.The firm "initially dismissed as aspirational" Tesla CEO Elon Musk's older remarks about potentially building a significant vertically integrated solar photovoltaic modules manufacturing base to self-generate.However, Musk's remarks during Tesla's earnings call suggest "this is likely to become a bona fide effort" in the next few quarters, the analyst told investors in a research note. BMO believes Tesla's efforts could be an overhang on First Solar shares "for some time" and weigh on investor sentiment.<h2 class="st-heading-2">The Tesla Competition</h2>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're building more manufacturing capacity and expect that energy will have very high growth for really as far into the future as we can imagine. The solar opportunity is underestimated,” Musk said. “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,” he added.FSLR shares subsequently slipped over 10% on Thursday.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around FSLR stayed within the ‘bullish’ territory over the past 24 hours, while message volume remained at ‘high’ levels.A Stocktwits user noted that Tesla is producing solar panels for residential use and not utility scale like First Solar.<stembedurl>https://www.stocktwits.com/Turre/message/643400372</stembedurl><a href="https://stocktwits.com/symbol/FSLR">FSLR stock</a> has gained 35% over the past 12 months.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/cort-shares-plummer-on-fda-drug-rejection-letter-reveal/cmySqTUR4SV">CORT Shares Plummet On FDA’s Drug Rejection Letter Reveal — Here’s What Retail Has To Say</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.

First Solar Shares Rebound As Wall Street Dismisses Tesla Competition Concerns 

Mizuho does not expect any meaningful impact on First Solar's earnings through at least 2030 from Tesla’s proposed plan to scale U.S. solar capacity. 

Equity

Mizuho does not expect any meaningful impact on First Solar's earnings through at least 2030 from Tesla’s proposed plan to scale U.S. solar capacity. 


Best Canadian Stocks To Watch Now - January 29th

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Canadian Solar (NASDAQ:CSIQ) Stock Price Down 11.4% - Time to Sell?

Canadian Solar (NASDAQ:CSIQ) Shares Down 11.4% - What's Next...

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Canadian Solar, Inc. engages in the manufacture of solar photovoltaic modules, provision of solar energy and battery storage solutions, and development of utility-scale solar and battery storage products. It operates through the CSI Solar and Global Energy segments. The CSI Solar segment designs, develops, and manufactures solar ingots, wafers, cells, modules, and other solar power and battery storage products. The Global Energy segment includes solar and battery storage project development and sale, asset management services for operational projects, sale of electricity, and investment in retained assets. The company was founded by Shawn Qu in October 2001 and is headquartered in Kitchener, Canada.

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