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Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.

Opendoor Technologies Inc

Opendoor ($OPEN) is trending as investors digest news of warrant distributions to shareholders, a move perceived by some as a strategic alignment of management incentives while others fear potential dilution. Community members are debating the implications of these warrants, particularly how they might impact the stock's price and future partnerships, especially a speculated collaboration with Robinhood ($HOOD). The broader discussion revolves around Opendoor's long-term vision, its shift towards becoming a technology-driven marketplace for real estate, and its ability to navigate a challenging housing market.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla's stock is active following shareholder approval of Elon Musk's compensation package, sparking debate about the company's future and Musk's role. Community discussions revolve around ambitious targets tied to the package, including market cap growth and robotaxi deployment. Some traders anticipate increased volatility and a potential short squeeze, while others express skepticism about the company's valuation and long-term prospects.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is trending amid a mixed reaction to earnings and a new ESPN partnership, with the stock experiencing volatility as the community debates the long-term impact of these factors. Concerns over lowered guidance and increased competition from prediction markets are being weighed against the potential benefits of the ESPN deal and a recently announced share buyback program. The community is closely watching for a potential turnaround, with some expressing frustration over the stock's performance.

Archer Aviation, Inc. engages in the development of electric vertical take-off and landing (eVTOL) aircraft. The company was founded by Brett Adcock and Adam Goldstein on October 16, 2018, and is headquartered in San Jose, CA.

Archer Aviation Inc - Ordinary Shares - Class A

Archer Aviation Inc

Archer Aviation ($ACHR) is trending amid discussions around a recent capital raise and the acquisition of Hawthorne Airport, sparking debates about dilution and strategic implications. Community members are weighing the potential benefits of the airport acquisition against concerns over cash burn and management decisions. Speculation about partnerships, particularly with Tesla, and upcoming earnings are also fueling active discussions.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

CELH is trending amid discussions about its earnings report and a significant drop in stock price, despite strong revenue growth; the community is focused on understanding the impact of a one-time distributor termination cost and its relationship with Pepsi. Some traders see this dip as a buying opportunity, while others express concerns about management and potential market manipulation, comparing it to competitor Monster Energy's performance.

Amprius Technologies, Inc. engages in the development, manufacture, and market lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the United States and Rest of the World geographical segments. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius Technologies is trending amid positive community sentiment following their Q3 earnings report, which highlighted significant revenue growth and zero debt. Discussions revolve around the company's progress with Amazon and anticipation of potential price target revisions. Investors are also optimistic about Amprius's position in the battery technology sector.

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

SOUN is trending as investors discuss the company's recent earnings report and future profitability, with community members highlighting a beat on expectations and a raised full-year outlook. Despite positive results, the stock's price action is generating mixed sentiment, as some express concerns about broader market conditions and potential government shutdowns impacting performance. Optimistic investors focus on SoundHound's AI technology, partnerships, and long-term growth potential in the rapidly expanding AI sector.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizer ($PFE) is trending amid a bidding war with Novo Nordisk ($NVO) for Metsera, an obesity drug developer, with the community debating the strategic value and potential overpayment. Discussions also revolve around Pfizer's upcoming earnings, dividend payouts, and the implications of a lawsuit filed against Metsera and Novo Nordisk. Some traders express frustration with the stock's price action and discuss options strategies.

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 investors grapple with the stock's recent sharp decline and speculate on potential catalysts. Community discussions revolve around the upcoming earnings report and the impact of U.S.-China trade relations on the rare earth market, with some highlighting long-term growth potential amid concerns about near-term volatility and Chinese competition.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care, and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is trending amid discussions of potential weight-loss drug price cuts following a White House meeting, though some investors are concerned about the financial implications. Community chatter also highlights an executive's health scare during the press conference and ongoing bidding war for Metsera. Discussions center on the impact of potential partnerships, market competition with Eli Lilly, and the company's overall strategic direction in the obesity drug market.

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Super Micro Computer (NASDAQ:SMCI) Shares Down 4% Following Analyst Downgrade

Super Micro Computer (NASDAQ:SMCI) Stock Price Down 4% After Analyst Downgrade...

SMCI Q1 Earnings Surpass Expectations, Revenues Decline Y/Y

Super Micro Computer beats Q1 earnings estimates but misses on revenues, as margins narrow and free cash flow turns negative.

Super Micro Computer (NASDAQ:SMCI) Given New $50.00 Price Target at Raymond James Financial

Raymond James Financial lowered their price target on Super Micro Computer from $53.00 to $50.00 and set an "outperform" rating on the stock in a research note on Wednesday...

Super Micro Computer (NASDAQ:SMCI) Upgraded to Buy at Argus

Argus upgraded shares of Super Micro Computer from a "hold" rating to a "buy" rating in a report on Thursday...

Vertiv Soars 29% in Three Months: Should Investors Buy VRT Stock?

VRT benefits from strategic acquisitions, AI-driven solutions, and an expanding partnership with NVIDIA.


<ul class="summary-bullets"><li>Anthony Saglimbene of Ameriprise stated that valuations are beginning to look “really stretched” without a pullback, in an interview with CNBC.</li><li>Earlier, the CEOs of Goldman Sachs and Morgan Stanley warned of the possibility of a 10% to 20% drawdown in equities.</li><li>Asian markets ended Wednesday’s trading session on a largely negative note, with the Nikkei 225 declining the most at 3.17%.</li></ul>U.S. stocks appear set for a negative opening on Wednesday as investors exercise caution amid growing concerns over AI valuations.In an interview with&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/11/03/stock-market-today-live-updates.html">CNBC</a>, Anthony Saglimbene of Ameriprise stated that valuations are beginning to look “really stretched” without a pullback. “We haven’t really seen any major corrections or any real pressure on stocks since April,” he said in the interview, noting that investors are beginning to question if the capital expenditure incurred by tech giants is justified based on the profits they are generating.On the other hand, Palantir Technologies Inc. (PLTR) co-founder and CEO Alex Karp&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alex-karp-michael-burry-short-against-palantir/cL28Ws0R36L">called out</a> Michael Burry on Tuesday for his short bets against the Colorado-based company as well as AI bellwether Nvidia Corp. (NVDA).<h2 class="st-heading-2">Futures Trade Lower</h2>While Dow Jones futures edged lower by 0.07% at the time of writing, the S&amp;P 500 futures fell 0.36%, while the tech-heavy Nasdaq 100’s futures declined 0.57%. Futures of the Russell 2000 index fell 0.06%.Meanwhile, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) was down 0.36% at the time of writing. Invesco QQQ Trust (QQQ) fell 0.56% on Wednesday morning, and the<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) declined 0.13%. Retail sentiment around the S&amp;P 500 ETF on Stocktwits was in the ‘extremely bearish’ territory.<h2 class="st-heading-2">Asian Markets Decline</h2>Asian markets ended Wednesday’s trading session on a largely negative note, with the Nikkei 225 declining the most at 3.17%, followed by the KOSPI at 2.93%, the TWSE Capitalization Weighted Stock index at 1.44%, and the Hang Seng at 0.31%.The Shanghai Composite index gained 0.23%.<h2 class="st-heading-2">Stocks To Watch</h2><ul><li>Advanced Micro Devices Inc. (AMD): AMD’s third-quarter (Q3) results beat Wall Street expectations, with the company reported earnings per share (EPS) of $1.2 on revenue of $9.25 billion, beating analyst estimates of an EPS of $1.17 on revenue of $8.76 billion, according to Stocktwits data. However, AMD’s shares were down nearly 5% in Wednesday’s pre-market trade.</li><li>Arista Networks Inc. (ANET): Arista Networks shares declined more than 12% pre-market even as the company’s fourth-quarter (Q4) guidance came in line with expectations. Arista forecast Q4 revenue in the range of $2.3 billion to $2.4 billion – at a midpoint of $2.35 billion, it edged past analyst estimates of $2.34 billion, according to Stocktwits data.</li><li>Super Micro Computer Inc. (SMCI): Super Micro shares fell 9% pre-market as the company’s first-quarter (Q1) results missed Wall Street expectations. Super Micro reported EPS of $0.35 on revenue of $5.02 billion, missing analyst estimates of $0.37 EPS on revenue of $5.83 billion, according to Stocktwits data.</li><li>Robinhood Markets Inc. (HOOD), DoorDash Inc. (DASH), and Qualcomm Inc. (QCOM) are among the companies scheduled to report their latest quarterly earnings on Wednesday.</li></ul>Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/fidelity-jurrien-timmer-ai-bubble-nvidia-cisco-valuations/cL28KCCR36Z">Fidelity’s Jurrien Timmer Says It’s Still ‘Early Days’ For AI Bubble Talks: ‘We Are Nowhere Close To The Kinds Of Silly Season Valuation Extremes’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

People walk by the New York Stock Exchange

Dow Futures Edge Lower As Investors Remain Cautious On AI Valuation Concerns: AMD, ANET, SMCI, HOOD Among Stocks To Watch

While Dow Jones futures edged lower by 0.07% at the time of writing, the S&P 500 futures fell 0.36%.

Equity

<ul class="summary-bullets"><li>Super Micro’s first-quarter gross margin contracted to 9.3% from 9.5% in the fourth quarter and 13.1% in the year-ago quarter.</li><li>The CEO said the order book was expanding rapidly, including more than $13 billion in Blackwell Ultra orders.</li><li>Super Micro stock has gained more than 55% for the year-to-date period.&nbsp;</li></ul>Super Micro Computer, Inc. (SMCI) stock plunged over 9% in Tuesday’s extended session after the artificial intelligence (AI) server maker reported subpar quarterly results and issued fourth-quarter mixed guidance, but a rosy fiscal year 2026 outlook sent retail sentiment soaring.<h2 class="st-heading-2">Super Micro’s Q1 Earnings Snapshot</h2>San Jose, California-based Super Micro reported adjusted earnings per share (EPS) of $0.35 for the first quarter of the fiscal year 2026, sharply lower than the year-ago’s $0.73 and trailing the Fiscal.ai-compiled consensus estimate of $0.39.Net sales declined by more than 15% year over year (YoY) to $5.02 billion, compared to the $5.80 billion consensus estimate.&nbsp;The company warned in late October that design-win upgrades had pushed back some of the first-quarter revenue to the second quarter and preannounced first-quarter revenue of $5 billion, below the previously guided range of $6 billion to $7 billion.&nbsp;<a href="https://stocktwits.com/symbol/SMCI">Super Micro’s stock</a> fell by about 9% in the session that followed the warning.Super Micro’s first-quarter gross margin contracted to 9.3% from 9.5% in the fourth quarter and 13.1% in the year-ago quarter. It generated cash flow from operations of $918 million in the first quarter and incurred capital expenditure (Capex) of $32 million.<h2 class="st-heading-2">Super Micro’s Outlook</h2>Founder and CEO Charles Liang said, “With a rapidly expanding order book, including more than $13B in Blackwell Ultra orders, we expect at least $36 billion in revenue for fiscal year 2026.” This marked an upward revision from the “at least $33 billion” guidance, which the company reiterated in its first-quarter preannouncement.&nbsp;For the second quarter, the company guided to adjusted EPS of $0.46 to $0.54, missing the consensus estimates of $0.62, and net sales of $10 billion to $11 billion, versus the average analyst’s estimate of $7.93 billion.On the earnings call, CFO David Weigand said, “Our long-term goal is to expand revenues in higher-margin segments such as data center building block solutions, emerging global CSPs, sovereign mega projects, enterprise data centers, IoT and telco solutions and software service offerings.”<h2 class="st-heading-2">What Retail Feels About SMCI Stock After Q1 Results</h2>On Stocktwits, retail sentiment toward SMCI stock shifted from ‘bearish’ to ‘extremely bullish’ the day before. The message volume on the stream increased to ‘high’ levels. Retail chatter rose more than 250% over the 24 hours leading up to late Tuesday.<figure class="image"><img style="aspect-ratio:686/59;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_04_at_10_12_37_PM_png_3b68392b39.webp" alt="Screenshot 2025-11-04 at 10.12.37 PM.png" width="686" height="59"><figcaption>SMCI sentiment and message volume as of 10:10 p.m. ET, Nov. 4 | source: Stocktwits</figcaption></figure>A bullish user said they added more SMCI shares following the dip.<stembedurl>https://stocktwits.com/tradeformade/message/634957973</stembedurl>Another watcher blamed bears for dragging the stock down and believed that it would bounce back.<stembedurl>https://stocktwits.com/robsmi63/message/634955202</stembedurl>Super Micro stock has gained more than 55% for the year-to-date period.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amd-stock-slides-after-hours-despite-robust-q3-results-positive-guidance/cL2qTWBR36y">AMD Stock Slides After-Hours Despite Robust Q3 Results, Positive Guidance — Retail Traders Position For Rebound</a>

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

Super Micro Stock Plunges After-Hours After Q1 Double Miss: Investors Shrug Off FY26 Guidance Hike, But Retail Looks To Buy The Dip

Super Micro Computer, Inc. (SMCI) stock plunged over 9% in Tuesday’s extended session after the artificial intelligence (AI) server maker reported subpar quarterly results and issued fourth-quarter mixed guidance

Super Micro (SMCI) Stock Plunges After-Hours After Q1 Double Miss:

Following a lackluster first quarter, the AI server maker said its long-term goal is to expand revenues in higher-margin segments.


Markets Stay Lower on Valuation Questions: AI, etc.

We've entered the rapid-pace phase of Q3 earnings season, where results tend to come in more blended than they do for the earlier-reporting sectors.

Super Micro Computer (SMCI) Tops Q1 Earnings Estimates

Super Micro (SMCI) delivered earnings and revenue surprises of +25.00% and -0.56%, respectively, for the quarter ended September 2025. Do the numbers hold clues to what lies ahead for the stock?

Supermicro Announces First Quarter Fiscal Year 2026 Financial Results

Super Micro Computer, Inc. (NASDAQ: SMCI) (Supermicro or the Company), a Total IT Solution Provider for AI, Cloud, Storage, and 5G/Edge, today announced unaudited financial results for its first...

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

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