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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 with strong community buzz fueled by a recent positive analyst rating and high short interest, igniting speculation of a potential squeeze. Investors are keenly anticipating announcements from the ongoing J.P. Morgan Healthcare Conference regarding new partnerships, strategic updates, and the broader application of its Matrix-M platform, amidst ongoing discussions about management performance.

UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath (PATH) is gaining significant attention for its strategic pivot to Agentic AI orchestration and recent inclusion in the S&P MidCap 400. Investors are actively debating the stock's volatility, often attributed to perceived manipulation and insider selling, while many view current price levels as a prime opportunity to accumulate shares, anticipating substantial long-term growth as a pure-play leader in the AI space.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

SMCI is trending as a significant analyst downgrade has intensified market debate around its valuation and future prospects. Many in the community are interpreting the price action as institutional maneuvering to acquire shares, citing the company's critical role in AI server infrastructure and rapid revenue expansion. Despite ongoing discussions about profitability and governance, investors are weighing SMCI's essential position in the AI sector.

Ambitions Enterprise Management Co. LLC operates as a travel agency. It provides event planning and management services. The firm also offers transportation, accommodations, meals, and guided tours or activities under convenient packages. The company was founded on October 26, 2023 and is headquartered in Dubai, United Arab Emirates.

Ambitions Enterprise Management Co LLC - Ordinary Shares - Class A

Ambitions Enterprise Management Co LLC

AHMA is experiencing significant momentum, driven by its extremely low public float as a recent IPO, sparking intense discussion about a potential short squeeze. The community is actively debating its trajectory, with many speculating on substantial price targets by drawing parallels to past low-float runners, while others urge caution regarding its high volatility. Amidst the speculative fervor, some traders are also highlighting the company's underlying business, focusing on its scalable energy solutions for the healthcare sector.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is actively trending as it pivots from Reality Labs layoffs towards a massive AI infrastructure buildout, highlighted by new "Meta Compute" initiatives and significant nuclear energy deals to power future data centers. This strategic shift is fueling intense debate, with some investors bearish on current spending and predicting further declines, while others view the moves as a fundamental re-rating opportunity and an attractive dip to buy for long-term AI-driven growth.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is actively trending following global regulatory submissions for its seasonal flu vaccine and significant funding for a pivotal pandemic influenza vaccine trial, alongside a positive European recommendation for its next-generation COVID-19 vaccine. The community is buzzing about the stock's robust rebound from multi-year lows, with many anticipating a potential short squeeze and significant long-term upside driven by its promising oncology pipeline, particularly the personalized cancer vaccine partnership with Merck. Investors are emphasizing the company's strong cash position and perceived undervaluation as it evolves into a diversified mRNA platform beyond its initial success.

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 trending amid conflicting analyst sentiment, with Wells Fargo upgrading the stock as a top AI pick while RBC Capital recently lowered its price target. The company's significant drop towards its IPO price has created a polarized discussion, as many view it as an oversold buying opportunity due to its collaborative platform and AI integration, while others express concerns over continued insider selling and its valuation in a competitive market.

Visa, Inc. engages in the provision of digital payment services. It also facilitates global commerce through the transfer of value and information among a global network of consumers, merchants, financial institutions, businesses, strategic partners, and government entities. It offers debit cards, credit cards, prepaid products, commercial payment solutions, and global automated teller machines. The company was founded by Dee Hock in 1958 and is headquartered in San Francisco, CA.

Visa Inc - Ordinary Shares - Class A

Visa Inc

Visa is trending amid political proposals for a 10% cap on credit card interest rates, sparking widespread debate about its potential impact. While some investors fear a significant stock decline, many in the community view this as an overreaction and a buying opportunity, emphasizing that Visa primarily profits from transaction fees and not direct interest charges. The broader discussion highlights Visa's robust global network and ongoing initiatives in digital payments and stablecoins as key long-term growth drivers.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is trending due to impressive preliminary fourth-quarter revenue growth, signaling strong demand from defense and government sectors. Community conversations are buzzing with speculation about the company's Black Widow drones being deployed in recent military operations and high anticipation for potential large orders from the upcoming 'Gauntlet' program. This positions RCAT as a key player in the expanding U.S. drone market, driven by increased defense spending and initiatives for domestic production.

JPMorgan Chase & Co. is a financial holding company, which engages in the provision of financial and investment banking services. It focuses on investment banking, financial services for consumers and small businesses, commercial banking, financial transaction processing, and asset management. It operates through the following segments: Consumer and Community Banking (CCB), Commercial and Investment Bank (CIB), Asset and Wealth Management (AWM), and Corporate. The CCB segment originates and services mortgage loans. The CIB segment makes markets and services clients across fixed income, foreign exchange, equities, and commodities. The AWM segment provides initial capital investments in products such as mutual funds and capital invested alongside third-party investors. The Corporate segment manages its liquidity, funding, capital, structural interest rate, and foreign exchange risks. The company was founded in 1799 and is headquartered in New York, NY.

JPMorgan Chase & Co.

JPMorgan Chase & Co

JPMorgan Chase is trending following its earnings report, which, despite surpassing expectations, led to a stock decline as investors focused on elevated expectations, a substantial reserve build for the Apple Card transfer, and broader credit market concerns. The community is actively debating the potential impact of a proposed cap on credit card interest rates, adding another layer of uncertainty for the banking sector. Jamie Dimon's cautious economic outlook further contributes to the conversation around financial stability.

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<ul class="summary-bullets"><li>The analyst said that while it expects the company to be a leader in the AI server market in the medium term, there was limited visibility into it improving its profitability.&nbsp;</li><li>Goldman Sachs added that this was due to large margin dilutive deals, increasing competition from OEMs and ODMs, as well as pressure from higher input costs.</li><li>Earlier this month, Mizuho lowered the price target on Super Micro to $31 from $45 while maintaining a ‘Neutral’ rating on the shares.</li></ul>Shares of Super Micro Computer Inc. (SMCI) fell nearly 7% on Tuesday after Goldman Sachs initiated coverage on the company with a ‘Sell’ rating and a price target of $26 ahead of its second quarter (Q2) earnings due on Feb. 9, 2026.According to TheFly, Goldman Sachs said that while it expects Super Micro to ‘continue to be a leader in the AI server market in the medium term,’ there is limited visibility on the company improving its profitability.The analyst cited the reason above due to large margin dilutive deals, increasing competition from original equipment manufacturers (OEMs) and original design manufacturers (ODMs), as well as pressure from higher input costs.Super Micro Computer is a California-based technology solutions company that deals in enterprise, cloud, artificial intelligence, metaverse, and IT infrastructure.<h2 class="st-heading-2">AI-Powered Retail Solutions</h2>On Jan 11, Super Micro announced collaborations with several technology partners to deliver AI-powered in-store retail solutions that would meet changing customer expectations and provide partners with scalability, improved productivity and increased profitability.The company will employ its own Supermicro Edge AI infrastructure as well as the Nvidia RTX PRO Blackwell series to provide intelligent retail stores and supply chain solutions.Super Micro is partnering with Everseen, Kinetic Vision, ALLSIDES, LiveX, Wobot AI, and Aible to create intelligent stores and provide longer term supply chain management."By working with Supermicro and NVIDIA at the edge, we’re able to deploy Video AI Agents in a way that's scalable, reliable, and focused on real-time operational insight— not experimentation," said Will Kelso, President, Revenue &amp; Growth at WobotAI.<h2 class="st-heading-2">What Are Other Analysts Saying?</h2>Earlier this month, Mizuho lowered the price target on Super Micro to $31 from $45 while maintaining a ‘Neutral’ rating on the shares after it adjusted targets for semiconductors companies in 2026.Mizuho said that while it sees continued upside for semiconductor companies in 2026 because of attractive valuations, the analyst believes this will be more modest than 2025.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/SMCI">SMCI shares</a> remained in the ‘extremely bullish’ territory over the past 24 hours amid ‘high’ message volumes.Retail traders disregarded the ‘Sell’ target from Goldman Sachs. One bullish user said the downgrade was a sign to buy more.<stembedurl>https://stocktwits.com/Dentinvest/message/641633142</stembedurl>&nbsp;Another user noted that the analyst has a stake in the company. As of Sept. 20, 2025, Goldman Sachs owned about 7.11 million shares in Super Micro, as per data from Yahoo Finance.<stembedurl>https://stocktwits.com/Stockdaddy2011/message/641646407</stembedurl>&nbsp;Shares of SMCI fell over 8% in the past year.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/rzlv-stock-declines-despite-strong-revenue-outlook/cmUXaI8R4I2">RZLV Stock Declines 9% Despite Strong Revenue Outlook: Retail Is Buying The Dip</a>

In this photo illustration, the Super Micro Computer, Inc. logo is seen displayed on a smartphone screen. 

Why Is SMCI Stock Price Falling Today?

Goldman Sachs initiated coverage on Super Micro Computer with a ‘Sell’ rating and a price target of $26.

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Short-Term Volatility, Then Markets Move On

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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?

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The stock plunges following Goldman Sachs' surprise 'Sell' rating and $26 price target, igniting heated debates over the report's true intent.

Traders are actively viewing the sharp price decline as a prime buying opportunity, loading up on shares and calls in anticipation of a significant rebound.

Many believe the Goldman Sachs downgrade is a classic institutional maneuver, orchestrated to drive down prices and allow large players to accumulate shares before an anticipated run-up.

Despite the current selling pressure, investors reaffirm confidence in SMCI's crucial role as an AI infrastructure provider, highlighting its strong revenue growth and market positioning in the booming AI sector.

Amid the stock's volatility, frustration grows with CEO Charles Liang and the company's management, with some users openly calling for new leadership due to perceived misguidance and poor communication.

Fiscal Period	Estimated	Reported	Surprise	Result
Q2 '26	$0.49	--	--	N/A
Q1 '26	$0.37	$0.35	-6.58%	MISSED
Q4 '25	$0.45	$0.41	-7.89%	MISSED
Q3 '25	$0.41	$0.31	-24.46%	MISSED
Q2 '25	--	$0.51	--	N/A

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Super Micro Computer Inc

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