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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is rallying as the community intently focuses on whether the company will decline to match a recently deemed superior offer for Warner Bros. Discovery, with many investors hoping this avoids substantial debt and regulatory obstacles, potentially triggering further upside as the crucial decision looms.

Snap, Inc. is 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 Inc. is at a pivotal moment, having recently announced profitability and robust growth in its Snapchat+ subscription base, now exceeding 25 million users and driving a $1B annualized direct revenue run rate. While many in the community are bullish on this fundamental shift and the potential of its AR/AI Smartglasses, others express frustration over the stock's current valuation and perceived market manipulation.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is trending after its latest earnings report revealed record annual revenue, a GAAP profit, and robust 2026 guidance, sparking strong bullish sentiment among investors. The community is actively debating the potential for a short squeeze given high short interest, though some members remain cautious about the company's long-term profitability trajectory.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending after releasing positive interim results from a pivotal trial for its ANKTIVA bladder cancer treatment, indicating superior efficacy for first-line use, as the community discusses its transformative market potential and significant short interest, alongside strategic moves by its founder into radioligand therapy supply.

Eos Energy Enterprises, Inc. designs, manufactures, and deploys battery storage solutions for the electricity industry. It offers the Eos Znyth DC battery system product which designs to meet the requirements of the grid-scale energy storage market. The company was founded in 2008 and is headquartered in Edison, NJ.

Eos Energy Enterprises Inc - Ordinary Shares - Class A

Eos Energy Enterprises is trending following a substantial earnings miss on revenue and EPS, leading to a sharp stock decline and widespread community discussion about management's credibility and execution challenges. Despite calls of "worst CEO ever" and "major breach of trust" by many, some investors view the massive sell-off as an "oversold" opportunity, citing the company's zinc battery technology, growing backlog, and broader demand in the energy storage sector.

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 is experiencing significant volatility following guidance that prioritizes user growth and AI innovation over immediate financial gains, alongside a $400M share buyback. This has ignited a fierce debate among investors regarding the company's long-term competitive moat against AI translation tools versus its potential to become an education super-app.

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.

Block Inc - Ordinary Shares - Class A

Block Inc

Block Inc. is surging after announcing a significant workforce reduction and restructuring towards an "AI-first" strategy, coinciding with strong Q4 results. The market is cheering these aggressive cost-cutting measures, sparking community debate over the ethics of rewarding mass layoffs and their implications for the broader tech sector's efficiency through AI.

Federal National Mortgage Association is a government-sponsored company, which engages in the provision of liquidity for purchases of homes and financing of multifamily rental housing and refinancing existing mortgages. It operates through the Single-Family and Multifamily segments. The Single-Family segment offers liquidity to the mortgage market and increases the availability and affordability of housing for single families. The Multifamily segment includes guaranty fees on mortgages and on multifamily mortgage loans. The company was founded in 1938 and is headquartered in Washington, DC.

Federal National Mortgage Association

FNMA is actively discussed as investors eagerly await potential administrative action or announcements regarding its release from conservatorship and uplisting to a major exchange, following recent comments from key officials indicating the company's readiness for an IPO. The community is split between frustration over perceived delays and price dips, and strong optimism among long-term holders who believe in the significant intrinsic value of the Government-Sponsored Enterprise.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is currently trending as mixed Q4 earningsstrong Briumvi revenue and raised 2026 guidance against an EPS miss and conservative Q1 outlookfuels investor debate, with many frustrated by stock stagnation while others anticipate a rebound driven by its best-in-class MS drug and a new high-profile awareness campaign.

Xeris Biopharma Holdings, Inc. is a biopharmaceutical company, which engages in developing and commercializing products across a range of therapies. The company has three commercial products: Gvoke, Keveyis, and Recorlev. Gvoke is ready-to-use liquid glucagon for the treatment of severe hypoglycemia. Keveyis is the therapy approved in the United States to treat hyperkalemic, hypokalemic, and related variants of primary periodic paralysis (PPP). Recorlev is a cortisol synthesis inhibitor approved for the treatment of endogenous hypercortisolemia in adult patients with Cushing’s syndrome. Its product also includes Ogluo which is used for the treatment of severe hypoglycemia in adults, adolescents, and children aged 2 years and over with diabetes mellitus. The company was founded by Steven Prestrelski in 2005 and is headquartered in Chicago, IL.

Xeris Biopharma Holdings Inc

Xeris is trending as its competitor Corcept's recent FDA setback for relacorilant effectively clears the path for Xeris's rapidly growing Recorlev in the Cushing's market. Despite an initial market overreaction, the community is actively discussing this as a prime buying opportunity ahead of anticipated strong Q4 earnings and the progression of its promising XP-8121 pipeline.

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Gary Black Says TSLA Stock Has 'Done Nothing' In 5 Years Despite 'Huge Advances' In Self-Driving: 'Fallen Way Behind...'

Investor Gary Black criticizes Tesla, says stock has not grown in 5 years despite advances in autonomous driving.read more...

Google Scores Major Win As Meta Reportedly Agrees To Multi-Year AI Chip Rental Deal, Challenging Nvidia's Dominance

Meta Platforms has reportedly signed a multi-billion-dollar deal to lease AI chips from Google, expanding beyond Nvidia and Advanced Micro Devices as it accelerates spending on AI infrastructure and...

<ul class="summary-bullets"><li>Musk highlighted upcoming developments, including the Optimus humanoid robot, CyberCab production ramp and expanded battery manufacturing.</li><li>Future Fund’s Gary Black noted that Tesla shares have gained about 81% over five years, trailing the Nasdaq’s roughly 94% rise.</li><li>Black also said Tesla lags Alphabet’s Waymo in fully driverless weekly rides and flagged declining forward earnings estimates.</li></ul>Tesla Inc.’s (TSLA) long-term story is back in focus after CEO Elon Musk urged investors to “hold on” to the stock, even as Future Fund's managing partner, Gary Black, highlighted five years of lagging returns.<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> fell over 2% to $408.58 in Thursday’s regular session and dipped a further 0.5% after-hours.&nbsp;<h2 class="st-heading-2">Musk Sees ‘Extremely Bright’ Tesla Future</h2>In a recent interview with Andre Thierig, senior director of manufacturing at Giga Berlin,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/gigafactories/status/2027144405514174914">posted on X</a>,&nbsp;Musk said Tesla has an “extremely bright future” over the next five to 10 years and urged investors to “hold on to your Tesla stock,” adding that he believes it “is going to be worth a lot.”His comments came as he outlined a broad slate of initiatives spanning artificial intelligence-led self-driving, humanoid robotics through Optimus, CyberCab production and battery manufacturing.Musk pointed to Tesla’s expanding push into autonomy, and described its system as “Tesla AI software that drives the car just by looking, like a human does,” and said regulatory approval in the Netherlands could come as soon as March 20.&nbsp;Echoing comments from the past, Musk said that from a technical standpoint, Tesla vehicles may soon reach a stage where passengers could “fall asleep in a Tesla and wake up at your destination.”&nbsp;<h2 class="st-heading-2">Musk Backs Optimus, CyberCab Ramp</h2>Beyond self-driving, Musk highlighted the Optimus humanoid robot, saying it could eventually assist with everyday tasks such as caring for children, supporting elderly parents, or performing domestic work.Tesla is also preparing to scale production of its CyberCab, with Musk saying the company has already begun building units and expects volume production to ramp from April, with significant output by the end of the year. The company is also expanding battery production and refining operations in Texas while preparing five factories to begin volume production this year.“Tesla, let's just say in 10 or 20 years from now? In 20 years, I'd say Tesla's got factories on the moon, actually. Basically, I see a very prosperous future for Tesla,” Musk said.<h2 class="st-heading-2">Gary Black Raises Performance Concerns</h2><a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/garyblack00/status/2027163929856659545">Black on X&nbsp;</a>offered a more cautious stance on Tesla’s stock. He said shares have “done nothing” over the past five years, noting the stock has gained about 81% during that period compared with a roughly 94% rise in the Nasdaq.&nbsp;He also said that Tesla has fallen behind Alphabet’s Waymo in fully driverless rides completed per week, noting that Waymo is completing about 400,000 rides weekly compared with fewer than 100 for Tesla. Black also pointed to declining forward earnings estimates for 2026–2028.“My sources tell me demand for Cybertruck’s new $59.9K trim is nearly all cannibalization of the $79.9K trim,” Black said.&nbsp;<h2 class="st-heading-2">Tesla Autonomy Rollout Under Watch</h2>Despite Musk’s confidence in Tesla’s autonomy roadmap, recent field observations suggest the company’s robotaxi rollout remains cautious.&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-robotaxis-underperform-rideshare-in-austin-on-key-metrics-despite-discounting-jefferies/cZTGn7rRIRa">Jefferies</a> said on Thursday that during test rides in Austin, most Tesla robotaxis still required a safety monitor in the front seat. The firm noted that Tesla’s rides were cheaper than UberX but came with longer wait times and struggled with pickup, drop-off and routing.In response to the Jefferies note, Black&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/garyblack00/status/2027087349192987079?s=20">said</a>, “$TSLA shouldn’t trade at a 200x P/E if its fully autonomous ride-hailing platform actually requires supervision. Safety monitors aren’t scalable.”&nbsp;Tesla’s robotaxi fleet, largely composed of Model Y vehicles equipped with Full Self-Driving (FSD) technology, currently operates in Austin and the Bay Area. Musk said during Tesla’s fourth-quarter earnings call that about 500 vehicles are active.<h2 class="st-heading-2">Cybertruck Rollout Faces Demand Test</h2>Tesla recently introduced a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-unveils-most-affordable-cybertruck-priced-above-promise-from-2019/cZRZskQR4D8">lower-priced</a> $59,990 Dual Motor AWD Cybertruck variant, with the company indicating pricing could&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-to-hike-price-on-cheapest-cybertruck-variant-after-feb-28/cZRw9lbR4C6">increase</a> after Friday. The model has faced uneven demand since deliveries began in November 2023. Tesla sold 50,850 units across its premium lineup in 2025, including Model S, Model X and Cybertruck, implying Cybertruck volumes remain below earlier expectations.Musk has said the Cybertruck could eventually serve as a robotaxi platform for autonomous intra-city cargo delivery.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for Tesla was ‘extremely bullish’ amid ‘low’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/tsla_ss_png_d564badf93.webp" alt="tsla ss.png" width="965" height="142"><figcaption>TSLA sentiment and message volume as of February 26 | Source: Stocktwits</figcaption></figure>One bullish user said, “What if tomorrow is the day we see a giant green candle... go thru the chart, it's due!!!”<stembedurl>https://stocktwits.com/Jayburd3/message/646058775</stembedurl>Another user said, “musk interview got me feeling niceyyyy.”<stembedurl>https://stocktwits.com/moneyman8/message/646051557</stembedurl>TSLA stock has declined 9% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

 Elon Musk speaks onstage during the "Exploring the New Frontiers of Innovation: Mark Read in Conversation with Elon Musk" session at the Lumiere Theatre.

Tesla CEO Elon Musk Urges Investors To Hold Stock For ‘Extremely Bright’ Decade — Analyst Says It's ‘Done Nothing’ For 5 Years

Jefferies’ recent field checks in Austin suggested Tesla’s robotaxi still requires safety monitors, even as the company operates about 500 autonomous vehicles.

Tesla CEO Elon Musk Sees ‘Extremely Bright’ 10-Year Future, Urges Investors To Hold On To Stock

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Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

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