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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 trending as investors anticipate its optical interposer technology will be critical for next-generation AI data centers, fueled by strategic partnerships with industry giants like Luxshare and Foxconn that indirectly support hyperscalers like Meta and NVIDIA. The community is buzzing about POET's patented passive alignment process, which promises to revolutionize high-volume optical module manufacturing by enabling superior speed and energy efficiency over traditional copper. While eagerly awaiting official news, the market speculates on significant production orders ramping up by 2026, positioning POET as a potential leader in the rapidly expanding photonics sector.

Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending after receiving positive FDA feedback, which significantly de-risks the regulatory pathway for sonelokimab in hidradenitis suppurativa by allowing reliance on existing trial data for BLA submission. This development has fueled widespread community speculation around potential acquisition bids from major pharmaceutical companies like Merck and Eli Lilly, intensifying discussions about the drug's long-term value and multi-indication potential.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the Materials and Magnetics segments. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP Materials is trending as geopolitical tensions escalate, driving the U.S. and its allies to aggressively pursue strategies for diversifying critical mineral supply chains away from China, including discussions around securing rare earth sources. The community is keenly focused on MP's strategic position as a vertically integrated domestic rare earth producer, with ongoing conversations about significant government-backed initiatives and partnerships with major tech companies fueling bullish sentiment despite concerns over market manipulation.

Volatility Shares Trust - 2x Long VIX Futures ETF

Volatility Shares 2x Long VIX Futures ETF

UVIX is trending as geopolitical tensions, notably around Venezuela, fuel community debate over potential market volatility, with many anticipating a significant spike amidst broader economic concerns like debt and an AI bubble. Despite overall market resilience, traders are sharply divided, actively discussing hedging strategies and drawing parallels to past market crashes, even as others caution against the ETF's inherent decay.

One Stop Systems, Inc. engages in the design, manufacture, and marketing of computing modules and systems targeting edge deployments. It deals with the design and manufacture of high-performance customized computer and flash arrays, in-flight entertainment, and connectivity and value-added reseller with minimal customization. It operates through the OSS and OSS Europe segments. The company was founded by Stephen D. Cooper and Mark Gunn in 1998 and is headquartered in Escondido, CA.

One Stop Systems Inc

One Stop Systems is trending amid strong market interest in edge computing solutions for the defense sector, recently bolstered by a new pre-production order from a major U.S. defense contractor. The community is buzzing with anticipation for a much larger situational awareness system contract, viewing the company as a key player in a rapidly expanding industry with a low share float.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is currently trending due to high anticipation for upcoming announcements regarding its role in powering next-generation AI data centers with GaN and SiC technology, especially in collaboration with NVIDIA's 800V architecture. The community is actively discussing the stock's substantial short interest, leading to widespread speculation of a significant short squeeze and potential technical breakout.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is trending due to significant advancements in its AI cloud infrastructure, including strategic plans to deploy NVIDIA's next-gen Rubin platform and ongoing data center expansions in both the US and Israel. The community is highly bullish on its long-term potential, citing innovative off-grid power solutions and diversified offerings like Clickhouse as key drivers for becoming a leading hyperscaler. This strong conviction persists despite short-term volatility, fueled by the accelerating global demand for AI compute capacity.

Melania memes are digital collectibles intended to function as an expression of support for and engagement with the values embodied by the symbol MELANIA

Melania Trump

MELANIA CRYPTO is trending amidst community debate, with recent token supply releases noted by investors contributing to price fluctuations. While some anticipate a rebound driven by potential catalysts like an upcoming movie, a significant portion of the community views the asset as a "scam" or "pump and dump" within the broader political meme coin landscape, citing substantial losses and continued token distribution as key concerns.

Critical Metals Corp. engages in the mining, exploration, and development of lithium metals. It owns Wolfsberg Project and Tanbreez Project. The company was founded on October 24, 2022 and is headquartered in British Virgin Islands.

Critical Metals Corp.

Critical Metals Corp. is trending amidst intensified geopolitical interest in Greenland's vast rare earth deposits, spurred by high-level discussions between U.S., Danish, and Greenlandic officials regarding strategic mineral supply chains. The community is actively speculating on potential U.S. involvement or acquisition, viewing CRML's Tanbreez project as a crucial asset for Western independence from foreign rare earth sources. Despite recent volatility attributed to short activity, investors are demonstrating strong conviction by buying dips, anticipating significant upside as global demand for critical metals accelerates.

Hycroft Mining Holding Corp. engages in the exploration, mining, and development of gold and silver properties. The company was founded on August 28, 2017 and is headquartered in Winnemucca, NV.

Hycroft Mining Holding Corporation - Ordinary Shares - Class A

Hycroft Mining Holding Corp

Hycroft Mining is experiencing significant speculative interest, driven by billionaire investor Eric Sprott's continued substantial share accumulation and recent record-breaking high-grade silver drill results. The community is buzzing with anticipation for an updated resource estimate from its vast Nevada property amidst a broader bullish outlook for silver, though concerns about potential share dilution from recent offerings and warrants are a key part of the ongoing debate.

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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.

DiDi Global Inc - ADR

Short-Term Volatility, Then Markets Move On

Sustained Risk-Off Until Fed Path Is Clear

Little Impact — Fundamentals Still Rule

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Markets pulled back after reports that the DOJ opened a criminal investigation into Federal Reserve Chair Jerome Powell, raising concerns about central bank independence. With rate cuts, inflation, and political pressure all in focus, how do you think this standoff will impact markets in 2026?

How Will the Powell Investigation Impact Markets in 2026?

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	-$0.01	--	--	N/A
Q3 '25	$0.04	--	--	N/A
Q2 '25	$0.09	$0.09	4.97%	BEAT
Q1 '25	$0.04	--	--	N/A
Q4 '24	$0.02	--	--	N/A

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