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PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is experiencing a sharp sell-off after missing Q4 earnings and revenue estimates, issuing a weak 2026 outlook, and announcing a CEO transition. The community is sharply divided between those who see the significant price drop as an overreaction, highlighting its low valuation, new dividend, and substantial buybacks, and those who view it as a 'falling knife' signaling deeper issues with execution and competition in the fintech sector.

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 Inc. is seeing heightened activity ahead of its earnings report, driven by investor division over regulatory pressures like European teen social media bans and ongoing debate around its CEO's performance. While some express frustration, many in the community believe the stock is undervalued given its user base and the long-term potential of its Specs Inc. AR glasses, leading to significant short-term price volatility.

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 Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending following a strong earnings report that highlighted accelerating revenue growth, particularly in its U.S. commercial sector, and optimistic forward guidance, reinforcing its standing as a significant AI platform provider. Community sentiment is divided, with many celebrating its market position and growth momentum, while others remain cautious about its valuation and potential price fluctuations.

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 ($FIG) is experiencing a steep decline to new lows, sparking intense debate amidst significant insider and VC selling following post-IPO lock-up expirations. While many in the community express alarm over its rapid devaluation and question its future in an AI-evolving software landscape, others view the sharp pullback as an oversold opportunity for a leading design platform.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is drawing attention after its subsidiary secured a $5.6 billion U.S. Army contract, though the stock is caught in a wider software sector sell-off as the community actively discusses whether AI will disrupt or instead bolster the company's deeply integrated enterprise solutions.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopify is gaining attention after a period of weakness, driven by fresh analyst upgrades and significant AI partnerships with Google and Microsoft, leading community sentiment to highlight its potential as an oversold opportunity ahead of earnings.

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

WULF is soaring after announcing the acquisition of two strategic sites, more than doubling its digital and power capacity to 2.8 GW, a move seen as a significant acceleration into AI and high-performance computing. Investors are aggressively discussing a potential short squeeze and a major re-valuation as the company pivots to meet hyperscaler demand.

International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM is trending following impressive Q4 earnings and an optimistic 2026 outlook, further bolstered by its strategic acquisition of data-streaming firm Confluent, as the community discusses its strengthening position in enterprise AI, hybrid cloud, and quantum computing.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is experiencing sharp volatility and a polarized community discussion, as recent market declines spark debate between those anticipating a V-shape recovery and others profiting from puts amid concerns over the AI sector's stability following reports of OpenAI's dissatisfaction with chip performance.

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 amidst a strategic push into AI infrastructure, underscored by its completed Celestial AI acquisition and significant partnerships with Microsoft and Amazon for custom chips, fueling a community divide between palpable frustration over persistent stock underperformance and strong conviction in its deep undervaluation and future AI growth.

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New York State Common Retirement Fund Sells 81,526 Shares of Rambus, Inc. $RMBS

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WCM Investment Management LLC Cuts Position in Rambus, Inc. $RMBS

WCM Investment Management LLC cut its stake in Rambus, Inc. (NASDAQ:RMBS - Free Report) by 28.3% in the third quarter, according to the company in its most recent disclosure with the Securities and...

<ul class="summary-bullets"><li>The company on its Q1 2026 revenue projection said that it is not without risk and achieving revenue in this range will require it to sign customer agreements for various product sales and solutions licensing.</li><li>The company expects revenue in its first quarter of 2026 to be between $171 million and $189 million, the mid of the range misses Wall Street estimates.&nbsp;</li><li>The company posted fourth quarter revenue of $190.2 million, which edged past Wall Street estimates of $188 million, according to data from fiscal.ai.</li></ul>Shares of Rambus (<a href="https://stocktwits.com/symbol/RMBS">RMBS</a>) slumped more than 15% during extended hours of trading on Monday after it reported its fourth quarter results.&nbsp;The company expects revenue in its first quarter of 2026 to be between $171 million and $189 million, the mid of the range misses Wall Street estimates. Analysts on average had expected a revenue of $189.71 million.&nbsp;“Revenue is not without risk and achieving revenue in this range will require that the Company sign customer agreements for various product sales and solutions licensing, among other matters,” the company said in its earnings statement.&nbsp;The company expects adjusted operating costs and expenses to be between $104 million and $100 million.&nbsp;<h2 class="st-heading-2">Q4 Earnings Edge Above Estimates</h2>The company posted fourth quarter revenue of $190.2 million, which edged past Wall Street estimates of $188 million, according to data from fiscal.ai.The company posted adjusted diluted net income per share of $0.68, in line with analyst estimates of $0.68 per share.&nbsp;“2025 was a record-breaking year for Rambus, delivering strong growth in revenue and earnings, and new quarterly and annual highs for product revenue and cash from operations,” said Luc Seraphin, president and chief executive officer of Rambus.“Our sustained leadership in DDR5 RCDs and growing contributions from new products drove substantial year-over-year product growth. With a robust roadmap and deep expertise aligned to the secular trends transforming data center and AI, we are well positioned to meet industry needs and drive long-term profitable growth,” he added.&nbsp;The company also generated $99.8 million in cash from operating activities in the fourth quarter.<h2 class="st-heading-2">How Did Stocktwits Users’ React?</h2>Retail sentiment around RMBS trended in ‘extremely bullish’ territory amid ‘extremely high’ message volume.&nbsp;One user called the results ‘terrible earnings’.&nbsp;<stembedurl>https://stocktwits.com/RazorbackAJ/message/643734731</stembedurl>Shares in the company have risen 91% over the past 12 months.&nbsp;&nbsp;

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

This Mid-Cap Stock Rambus Is Nosediving More Than 15% Today After Hours – Here’s Why

 The company projected its Q1 2026 revenue below analyst estimates, according to data from fiscal.ai. 

Equity

The company projected its Q1 2026 revenue below analyst estimates, according to data from fiscal.ai. 


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41,532 Shares in Rambus, Inc. $RMBS Acquired by Lisanti Capital Growth LLC

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$RMBS Q4 &#39;25 Earnings Results &amp; Recap

• Reported GAAP EPS of $0.59 up 1.72% YoY
• Reported revenue of $190.24M up 18.09% YoY
• For Q1 2026, Rambus expects licensing billings between $66 million and $72 million, product revenue between $84 million and $90 million, and royalty revenue between $61 million and $67 million.

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Rambus Inc.

 Q4 '25 Earnings Results & Recap

• Reported GAAP EPS of $0.59 up 1.72% YoY
• Reported revenue of $190.24M up 18.09% YoY
• For Q1 2026, Rambus expects licensing billings between $66 million and $72 million, product revenue between $84 million and $90 million, and royalty revenue between $61 million and $67 million.

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Rambus, Inc. engages in the provision of cutting-edge semiconductor and Internet Protocol products, spanning memory and interfaces to security, smart sensors and lighting. Its products include Memory Interface Chips, Interface IP, and Security IP. The company was founded by P. Michael Farmwald and Mark A. Horowitz in March 1990 and is headquartered in Sunnyvale, CA.

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What do you expect from $UBER earnings on Wednesday?

Uber Technologies Inc

Stocktwits Polls

Long-term investors remain highly optimistic about its crucial role in AI memory, with many expecting an NVIDIA-like run and targets up to $200 by year-end.

Traders are actively betting on a strong "red-to-green" reversal after the initial sharp drop, seeing the dip as a prime buying opportunity with targets for $100+.

The stock's dramatic decline is linked to soft Q1 guidance caused by a temporary supplier setback, though management reassures that the issue is resolved.

Skepticism is widespread regarding the stock's extreme volatility, with some accusing market makers of orchestrating "scam street" price action.

Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '26	$0.66	--	--	N/A
Q4 '25	$0.68	$0.68	0.42%	BEAT
Q3 '25	$0.63	$0.62	-0.75%	MISSED
Q2 '25	$0.58	$0.66	12.96%	BEAT
Q1 '25	$0.57	$0.66	16.66%	BEAT

RMBS
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