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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 is trending amid excitement surrounding a new partnership with Perplexity AI, which includes a $400 million deal and integration of AI search into Snapchat. The community is discussing the potential for this deal, combined with a stock buyback program, to signal a turnaround and re-rate the stock, especially given Snap's large user base and AI initiatives. Some traders are anticipating a short squeeze and upgrades from analysts.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingo ($DUOL) is trending as investors debate the impact of AI on its language learning platform. While some fear free AI translation apps could disrupt their business, others argue that language learning is irreplaceable and see long-term value, especially with growing revenue and user numbers. Community discussions also revolve around the recent stock drop following earnings, with some viewing it as a manipulation and buying opportunity.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is trending as investors anticipate potential news, possibly a partnership or buyout, around the upcoming earnings call. Community discussions revolve around the possibility of a short squeeze, with some expressing frustration over the stock's performance and management's communication. Speculation about a potential deal with AstraZeneca is circulating, fueled by their aligned earnings call dates and a past real estate transaction.

Avantis is the largest RWA perps DEX in DeFi, built on and backed by Base. Avantis allows users to trade crypto and real-world assets (RWAs), including FX, commodities, indices, and equities. Backed by Pantera and Coinbase, Avantis is the largest DEX on Base by volumes, and brings institutional-grade products to DeFi, letting users trade with up to 500x leverage in a transparent, permissionless environment.  Avantis is best known for launching zero-fee perpetuals (ZFP) — a first-of-its-kind primitive where traders only pay fees if they profit. They've also brought leveraged RWAs onchain. This has driven explosive growth: over $20B+ in cumulative volume and 15M+ run-rate revenues since Febrruary 2024.

Avantis

Avantis ($AVNT) is trending as the community debates its potential amid discussions of buybacks and token unlocks scheduled for February. Some investors express concerns about competitor influence, particularly from $BNB and $ASTER, while others champion $AVNT as a Coinbase-backed project with a live buyback dashboard and locked developer tokens. Traders are watching key price levels, anticipating volatility and potential for a short squeeze.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvell Technology is trending amid speculation around potential partnerships and recent insider buying, with community members closely watching resistance levels. SoftBank's earlier interest in a takeover is resurfacing in discussions. Despite sector tailwinds, the stock's YTD performance remains a key talking point.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is trending as analysts weigh in following recent earnings and amid some volatility related to data privacy concerns and short-seller reports. The community is actively discussing price targets, potential SEC investigations, and the company's growth prospects in the mobile gaming and e-commerce sectors, with some anticipating a continued climb while others remain cautious.

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

e.l.f. Beauty ($ELF) is trending due to a recent analyst downgrade from Piper Sandler, citing concerns about growth and profitability despite the Rhode brand acquisition, causing a sharp stock drop and sparking debate among investors about its valuation. Some see the dip as a buying opportunity, pointing to the brand's Gen Z appeal and potential tariff benefits, while others express skepticism about its growth prospects and caution against investing in makeup companies amid technological advancements.

Figma, Inc. is an AI-powered design platform that enables seamless collaboration across the entire product development lifecycle. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is trending as the community discusses its recent earnings report and future outlook, with many highlighting the company's growth rate and potential AI integrations. Some traders are optimistic about the stock's potential, pointing to its dominance in the web-design space, while others express concerns about profitability and market manipulation. The stock's price movement after earnings is a key point of discussion.

BGM Group Ltd. is a holding company, which engages in the technology fields of AI application, intelligent robots, algorithmic computing power, cloud computing, and biopharmaceuticals. It operates through the following segments: Oxytetracycline and Licorice Products, and Traditional Chinese Medicine Derivatives (TCMD); Heparin Products and Sausage Casing; and Fertilizer. The Oxytetracycline and Licorice Products, and TCMD segment focuses on the development, manufacture, marketing, and sale of oxytetracycline products, licorice products, and TCMD. The Heparin Products and Sausage Casing segment treats cardiovascular diseases, cerebrovascular diseases, and hemodialysis. The Fertilizer segment includes Xiongguan, Organic Fertilizer and Xiongguan, and Organic-Inorganic Compound Fertilizer. The company was founded on February 7, 2019 and is headquartered in Chengdu, China.

BGM Group Ltd. - Ordinary Shares - Class A

BGM Group Ltd

BGM is trending amid community discussions about its potential in AI and robotics, with some viewing it as an undervalued play in the sector. Community members are closely watching for a breakout, citing technical indicators and recent acquisitions as potential catalysts. Some traders believe BGM's strategic shift and consolidation in the AI landscape positions it for significant growth.

Fortinet, Inc. provides cybersecurity solutions to a variety of businesses, such as enterprises, communication service providers, government organizations, and small to medium-sized businesses. Its product portfolio includes network security, secure access service edge, enterprise networking, security operations, application security, and operational technology. The company was founded by Ken Xie and Michael Xie in October 2000 and is headquartered in Sunnyvale, CA.

Fortinet Inc

Fortinet ($FTNT) is trending due to a significant stock drop following its earnings release, despite beating expectations. Community discussions revolve around whether this is an overreaction, with some citing concerns about future growth and competition in the cybersecurity sector, while others view it as a buying opportunity. Investors are closely watching the stock's support levels and potential for a rebound amid mixed analyst sentiment.

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<ul class="summary-bullets"><li>Daiwa Securities said Didi flagged higher investments in Latin America, particularly its food delivery business in Brazil.</li><li>The research has projected quarterly losses for Didi and reduced its EPS target for the company.</li><li>Stocktwits sentiment for DIDIY, however, flipped to ‘extremely bullish’ from ‘bearish.’</li></ul>&nbsp;U.S.-listed shares of Chinese ride-hailing giant DiDi Global, Inc. drew attention on Stocktwits early Thursday after four consecutive sessions of losses totaling 22.5%.In an investor note, Daiwa Securities highlighted potentially larger-than-expected international losses in the third and fourth quarters, driven by the company’s investments in its food delivery business in Brazil, causing investors to react to the hit in profitability.Third-quarter loss in Didi’s international business is estimated to be between 1.7 billion yuan and 1.8 billion yuan ($238 million to $252 million), with Q4 potentially exceeding 2 billion yuan, according to a report based on the note on aastocks.com, a Hong Kong-based financial news platform.That’s after the company recently held a conference call previewing its results, which reportedly spooked investors with details of elevated spending in Latin America.&nbsp;Daiwa, consequently, lowered its 2025-2027 EPS forecasts for DiDi Global by 24% to 37% and cut its price target on the stock to $7.5 to $7, while maintaining a ‘Buy’ rating.On Stocktwits, the retail sentiment flipped to ‘extremely bullish’ as of early Thursday, from ‘bearish’ the previous day, with ‘extremely high’ message volume.<figure class="image"><img style="aspect-ratio:573/69;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_06_at_3_31_00_PM_png_fec8a9ee57.webp" alt="Screenshot 2025-11-06 at 3.31.00 PM.png" width="573" height="69"><figcaption>DIDIY sentiment and message volume as of November 6 | Source: Stocktwits</figcaption></figure>“$DIDIY usually when it goes down that fast majority of the time there was a big rise in the share price in the weeks later. Let’s hope that this is the case,” said one user.<stembedurl>https://stocktwits.com/Bellmarvin/message/635075711</stembedurl>Year to date, the&nbsp;<a href="https://stocktwits.com/symbol/DIDIY">DIDIY stock</a> has gained 13.8%.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Logo of Didi, at the exhibit booth of Didi Chuxing in the 5th World Intelligence congress in May 2023. (Photo by Zhang Peng/LightRocket via Getty Images)

DiDi Global Draws Retail Buzz Amid Higher LatAm Investment Concerns

Daiwa Securities has reportedly projected losses in the company's international business.

Equity

Remember DiDi Global? Goldman says buy the stock

Investing.com -- Goldman Sachs initiated coverage on DiDi Global with a Buy rating in a note on Wednesday, seeing it as a compelling opportunity in global mobility and autonomous driving. 

Hesai's first-quarter financial disclosure triggered increased retail chatter on Monday after the lidar technology company reduced its net loss to RMB 17.5 million (US$2.4 million) in the first quarter (Q1), an 84% improvement from the prior year.The firm posted earnings per share of RMB 0.06, compared with a loss of RMB 0.54 in the same period last year.Hesai's net revenue during Q1 was RMB 525.3 million, a nearly 50% increase over the previous year.The stock closed at $21.45 on Friday, down 0.83% or $0.18 for the day.The company shipped close to 200,000 lidar units during the quarter, more than triple the volume from Q1 2024.&nbsp;Despite the seasonally slower period, Hesai remained profitable on a non-GAAP basis, exceeding earlier guidance.Hesai secured multiple ADAS design wins with 23 global OEMs across more than 120 vehicle models, including recent deals with Chery, Great Wall Motor, Zeekr, and Geely.&nbsp;The company also announced a new development project with a top-five global Tier 1 supplier in Japan and continued advancing proof-of-concept programs in Europe and Japan.In robotics, Hesai’s JT series lidar attracted interest from a broad customer base, and the company remains the leading lidar supplier for robotaxi fleets from Baidu Apollo Go, DiDi, Pony.ai, and WeRide.Hesai also confirmed the dismissal of all outstanding intellectual property litigation, including a patent infringement case filed by&nbsp; Ouster, a fellow lidar company, in U.S. courts and the International Trade Commission, with no financial settlements or injunctive relief imposed.CFO Andrew Fan said the company remains on track to meet full-year profitability targets despite a challenging tariff environment.On Stocktwits, retail sentiment was ‘extremely bullish’ amid ‘extremely high’ message volume.The stock has risen 33% so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

Hesai Stock Trims Q1 Loss, Secures New ADAS Deals; Retail Sentiment Turns ‘Extremely Bullish’

The company reported RMB 525.3 million in revenue and secured new ADAS design wins and robotics deals while confirming the dismissal of all IP litigation.

Chinese robotaxi startup Pony AI, Inc.'s U.S.-listed stock (PONY) has surged nearly 41% since its impressive&nbsp;<a href="https://stocktwits.com/news-articles/markets/5/pony-ai-stock-rises-on-market-debut/cJIKcVSRW1">November IPO</a>, marking fresh record highs over the past month.&nbsp;While recent gains have been linked to a broader rally in Chinese AI stocks, driven by DeepSeek's rise, the company is also seeing a surge in retail interest on Stocktwits.Retail following for Pony AI has jumped 31% in the past month, while message volume on Stocktwits has skyrocketed 900% over the past week alone.&nbsp;Although the total number of watchers remains under 500, its growth in retail following has been stronger than some of its bigger home-country rivals.&nbsp;Baidu, which operates the Apollo Go autonomous driving project, has seen its Stocktwits followers grow 2.4% over the last 30 days while ride-hailing giant Didi Global has logged just over a 1% increase.The only company seeing a more substantial surge in retail interest is WeRide, whose following climbed more than 530% in the past month, mostly thanks to Nvidia&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/wrd-stock-hits-record-high-on-nvidia-stake/ch5iISdRHD">disclosing</a> a stake last week.<stembedurl>https://stocktwits.com/RaroMalo/message/604718373</stembedurl><stembedurl>https://stocktwits.com/NapoleonOfFinance/message/604689422</stembedurl>Pony AI is also drawing attention on Wall Street. In January, Deutsche Bank analyst Bin Wang initiated coverage with a 'Buy' rating and a $20 price target, implying a 9% upside from the last close.&nbsp;The analyst highlighted Pony AI as the only autonomous driving company in China that has obtained all key regulatory&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/pony-ai-stock-rises-on-robotaxi-expansion-plans/chGdTU3RmJ">permits</a> in top-tier cities, including the ability to operate public-facing, fare-charging robotaxi services in Beijing, Guangzhou, and Shenzhen.&nbsp;The research firm expects Pony AI's revenue from robotaxis and robotrucks to grow from 58% in 2024 to 97% by 2030.Last month, Pony AI became the first company in China to receive approval for robotruck platooning tests on cross-provincial highways connecting Beijing, Tianjin, and Hebei, a major step toward the large-scale commercialization of autonomous trucking.The stock's recent surge has&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-02-18/china-s-tech-rally-turns-pony-ai-founder-into-a-billionaire?srnd=homepage-asia">reportedly</a> pushed co-founder and CEO James Peng into the billionaire club.With Chinese companies facing tighter entry barriers in the U.S. under the Trump administration, Pony AI is shifting focus to international markets outside the U.S., such as South Korea, Singapore, and the Middle East.Shares of Pony AI are up more than 19% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A Pony.ai's commercialized autonomous taxi runs along a road after Beijing launched China's first-ever demonstration zone for commercial self-driving in the Beijing Economic and Technological Development Zone. (Photo by VCG/VCG via Getty Images)

Chinese Robotaxi Firm Pony AI Soars 40% Since IPO — Retail Interest Is Outpacing Some Bigger Rivals

In January, Deutsche Bank analyst Bin Wang initiated coverage on the stock with a 'Buy' rating and a $20 price target.

Move Over, Nvidia: Why This Analyst Is Picking Uber Stock Instead for 2025.

Analysts believe concerns about robotaxis are unfounded and Uber has significant upside potential.

Didi Global, Inc. engages in the operation of mobility platforms that provides ride hailing and other related services. It operates through the following segments: China Mobility, International, and Other Initiative. The China Mobility segment consists of ride hailing, taxi hailing, chauffeur and hitch services. The International segment includes ride hailing and food delivery services in international markets, outside of China. The Other Initiatives segment mainly consists of bike and e-bike sharing, certain auto solutions, intra-city freight, community group buying, autonomous driving, and financial services. The company was founded by Wei Cheng, Qing Liu, Bo Zhang and Rui Wu on January 11, 2013 and is headquartered Beijing, China.

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DiDi Global Inc - ADR

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