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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 due to a mix of earnings results and news of Michael Burry's significant short position against the stock, sparking debates about valuation and future growth potential. Community discussions revolve around whether the company is overvalued, with some defending its AI capabilities and government contracts, while others point to its high P/E ratio and the potential impact of Burry's bet.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is trending amid discussions about its recent earnings and the impact of COVID-era data on trial results for PMO therapies; while some express concern over missed statistical significance, others highlight the revenue beat and potential for Elevidys to replace older treatments. The community is debating the likelihood of FDA action on PMO drugs and the company's overall valuation in light of recent events, with some suggesting a buyout opportunity.

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY is trending amid concerns of an AI bubble burst and potential market correction, fueled by overnight futures drops. Community chatter highlights skepticism towards the sustainability of the tech-led rally, with some bracing for a significant pullback. Traders are closely watching key support levels and debating whether this is a buying opportunity or the start of a deeper downturn.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

HIMS is trending amid mixed sentiment heading into earnings, with discussions around a potential deal with Novo Nordisk for weight-loss drugs like Wegovy. The community is closely watching subscriber growth and margin expansion, while analysts debate the impact of increased competition and past concerns regarding GLP-1s. Some traders are betting on a post-earnings squeeze, while others point to technical indicators suggesting further downside.

Internet Computer (IC) is the world’s first blockchain that is capable of running at web speed at unrestrictive capacities. Built by the DFINITY Foundation, IC aims to recreate the web by supporting smart contract development at scale and changing the way people can interact using web services. Internet Computer aims to extend the public internet, so that it can be the world’s computing platform, in a decentralized manner. Internet Computer sets to revolutionalize the design of the crypto economy, with an aim to overhaul traditional software services.   The project was founded in October 2016 by Dominic WIllams and have raised a total of $121 million from investors such as Adreessen Horowitz, Polychain Capital, Multicoin Capital and such. On May 10, 2021, DFINITY launched the Internet Computer into the public domain, marking it a major milestone for ICP as it means the internet now functions as a decentralised global computer. This is marked by the release of all of the Internet Computer’s source code into the public domain, as well as ICP utility token that allows tens of thousands of community members to govern the Internet Computer network.  ICP is Internet Computer's native token. It plays three prominent roles:  1. Network Governance: Users that participate in the governance will be rewarded with ICPI 2. Production of Cycles for Compute: ICP can be converted into cycles where it is used as the transaction fee to access the network. Cycles are burned after used. 3. Rewarding Users: ICP is used as the rewards to incentivize users to participate in the network such as securing the network.

Internet Computer

Internet Computer (ICP) is trending amid community discussion around its recent price movements and potential. Some traders highlight its relative strength as Bitcoin and other cryptos decline, while others remain skeptical, citing its past performance. Discussions include its technology, future potential, and the impact of upcoming announcements.

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 is trending due to a post-earnings selloff, with the community debating whether the drop is an overreaction or a sign of deeper issues related to AI spending and future profitability. Sentiment is mixed, ranging from calls to buy the dip to concerns about technicals and potential further declines. Some traders are pointing to historical patterns and oversold conditions as potential catalysts for a bounce.

Zcash is a decentralized and open-source cryptocurrency that offers privacy and selective transparency of transactions. Zcash payments are published on a public blockchain, but the sender, recipient, and amount of a transaction remain private.  Zcash is based on peer-reviewed cryptographic research, and built by a security-specialized engineering team on an open source platform based on Bitcoin Core's battle-tested codebase. Our improvement over Bitcoin is the addition of privacy. Zcash uses advanced cryptographic techniques, namely zero-knowledge proofs, to guarantee the validity of transactions without revealing additional information about them.  How Zcash works  Zcash encrypts the contents of shielded transactions. Since the payment information is encrypted, the protocol uses a novel cryptographic method to verify their validity.  Zcash uses a zero-knowledge proof construction called a zk-SNARK, developed by our team of experienced cryptographers based on recent breakthroughs in cryptography. These constructions allow the network to maintain a secure ledger of balances without disclosing the parties or amounts involved. Instead of publicly demonstrating spend-authority and transaction values, the transaction metadata is encrypted and zk-SNARKs are used to prove that nobody is cheating or stealing.  Zcash also enables users to send public payments which work similarly to Bitcoin. With the support for both shielded and transparent addresses, users can choose to send Zcash privately or publicly. Zcash payments sent from a shielded address to a transparent address reveal the received balance, while payments from a transparent address to a shielded address protect the receiving value.   Check out CoinBureau for guide on What is ZCash.

Zcash

Zcash is trending as traders discuss its potential as 'the better Bitcoin' due to its privacy features and limited supply, with some community members speculating about a short squeeze and a rapid price surge to $1,000.  The conversation also highlights ZEC as a hedge against Bitcoin's volatility, with some suggesting a rotation from BTC into ZEC.  Mentions of its upcoming anniversary and bullish technical indicators add to the current hype.

Grab Holdings Ltd. engages in the provision of millions of people each day to access its driver- and merchant-partners to order food or groceries, send packages, hail a ride or taxi, pay for online purchases or access services such as lending, insurance, wealth management and telemedicine, all through a single “everyday everything” app. The firm operates in food deliveries and mobility and by TPV in the e-wallets segment of financial services in Southeast Asia. It operates across the deliveries, mobility and digital financial services sectors in eight countries namely: Cambodia, Indonesia, Malaysia, Myanmar, the Philippines, Singapore, Thailand and Vietnam. The company was founded by Anthony Tan Ping Yeow and Tan Hooi Ling in 2012 and is headquartered in Singapore.

Grab Holdings Limited - Ordinary Shares - Class A

Grab Holdings Limited

Grab ($GRAB) is trending due to increased retail investor buzz after the company raised its earnings forecast.  The community is discussing its impressive On-Demand GMV growth and raised full-year revenue guidance.  Some see Grab as an emerging fintech opportunity and a dominant player in the Southeast Asian market.

Ethereum is a global, open-source platform for decentralized applications. In other words, the vision is to create a world computer that anyone can build applications in a decentralized manner; while all states and data are distributed and publicly accessible. Ethereum supports smart contracts in which developers can write code in order to program digital value. Examples of decentralized apps (dapps) that are built on Ethereum includes tokens, non-fungible tokens, decentralized finance apps, lending protocol, decentralized exchanges, and much more.  On Ethereum, all transactions and smart contract executions require a small fee to be paid. This fee is called Gas. In technical terms, Gas refers to the unit of measure on the amount of computational effort required to execute an operation or a smart contract. The more complex the execution operation is, the more gas is required to fulfill that operation. Gas fees are paid entirely in Ether (ETH), which is the native coin of the blockchain. The price of gas can fluctuate from time to time depending on the network demand.

Ethereum

Ethereum is trending downwards as the crypto market experiences a significant pullback, leading to discussions about potential liquidations and the strength of support levels. Community sentiment is mixed, with some expressing fear and frustration while others see this as a buying opportunity. Amidst the broader market uncertainty, the conversation also includes the potential impact of external factors like government shutdowns and macroeconomic trends.

uniQure NV engages in the discovery, development, and commercialization of innovative gene therapies. Its discoveries intend to treat hemophilia, Huntington's disease, glybera, and cardiovascular problems. The company was founded by Sander J. van Deventer in 1998 and is headquartered in Amsterdam, Netherlands.

uniQure N.V.

uniQure NV

QURE is trending due to an unexpected FDA stance on its Huntington's disease therapy, AMT-130, causing a sharp price decline. The community is debating the implications of the FDA's shift, potential for a rebound, and whether this signals broader challenges for biotech investments. Despite the uncertainty, some investors are betting on a bounce and highlighting the unmet need for Huntington's treatments.

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Lightning Round: I'm a believer in Terawulf, says Jim Cramer

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NBIS' 625% revenue surge reflects its rapid ascent in AI cloud infrastructure, yet AMZN's scale, chip innovation and steady growth reinforce its market edge.

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Leading Stocks Pullback: Should Investors Buy Now? (IREN, NBIS, OKLO)

Some of the more speculative corners of the market have offered astounding returns so far this year, but the leaders are amid sharp pullback. Is it time to buy, or should investors be more cautious?

<ul class="summary-bullets"><li>Avride’s robotaxi service to debut in Dallas by late 2025.</li><li>The commitments build on a multi‑year strategic agreement signed in 2024 between Avride and Uber.</li><li>Nebius saw a 154% surge in user message count in 24 hours, as of Wednesday morning, on Stocktwits.&nbsp;</li></ul>Nebius Group (NBIS)’s autonomous driving technology subsidiary, Avride, has secured strategic investments and commercial commitments of up to $375 million from Uber Technologies, Inc. and Nebius.The commitments build on a multi‑year strategic agreement signed in 2024 between Avride and Uber. Avride’s delivery robots are already operating through Uber Eats in cities such as Austin, Dallas, and Jersey City, and the robotaxi service is slated to launch on the Uber platform in Dallas by the end of 2025.<h2 class="st-heading-2">Why It Matters</h2>The investment aims to accelerate Avride’s fleet expansion, enhance AI‑driven product development, and extend its geographic reach.&nbsp;<a href="https://stocktwits.com/symbol/NBIS">Nebius Group’s stock</a> traded over 7% lower on Wednesday and was the second-most trending equity ticker on Stocktwits. Retail sentiment around the stock improved to ‘extremely bullish’ territory amid ‘high’ message volume levels.&nbsp;The stock has experienced a 154% surge in user message count in 24 hours, as of Wednesday morning. A bullish Stocktwits user said they have bought the dip.&nbsp;<stembedurl>https://stocktwits.com/shmoneyyy/message/633248949</stembedurl>Another user said the stock ‘has too much potential to sell below $100’.<stembedurl>https://stocktwits.com/StoneFoxCapital/message/633251255</stembedurl><h2 class="st-heading-2">Nebius’ AI Play&nbsp;</h2>On October 2, Nebius revealed&nbsp;the specifics of its $19.4 billion deal with Microsoft Corp. (MSFT). Nebius offers a cloud platform designed specifically for demanding AI tasks. Using its own custom-designed software and hardware, the company provides the computing power, storage, and tools developers need to build, train, and manage AI models and applications.&nbsp;The company is scheduled to report third-quarter earnings (Q3) on November 11. Analysts expect Nebius Q3 revenue of $155.73 million and a loss per share (EPS) of $0.52.&nbsp;Nebisus stock has gained over 250% in 2025 and 419% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-trims-around-600-ai-roles-to-boost-efficiency-report/cLG5X8xR3qK">Meta Trims Around 600 AI Roles To Boost Efficiency: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Nebius’ Autonomous Driving Unit Avride Bags $375M Investment 

Avride’s robotaxi service to debut in Dallas by late 2025.

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Will Nebius' AI Cloud 3.0 Rollout Strengthen its Competitive Moat?

NBIS' launch of Aether, its AI Cloud 3.0 platform, signals a leap in secure, scalable infrastructure built to power enterprise AI innovation.

Nebius Group N.V. announces date of third quarter 2025 results and conference call

Nebius Group N.V. (Nebius Group or the Company; NASDAQ: NBIS) will release its third quarter 2025 financial results on Tuesday, November 11, 2025, before market open. Nebius Group will also hold a...

Avride Secures Strategic Investment and Other Commitments of up to $375 Million, Backed by Uber and Nebius

Avride, a leading developer of autonomous driving technologies, has secured strategic investments and commercial commitments from Uber Technologies, Inc. and Nebius Group. The transaction totals up...

CRWV Stock Soars 229.9% in 6 Months: Buy, Sell or Stay Invested?

CoreWeave's 229.9% surge is driven by the AI wave, fueled by major OpenAI deals and NVIDIA-powered cloud expansion. However, heavy debt looms.

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

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