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Altimmune, Inc. is a clinical stage biopharmaceutical company, which focuses on the development of novel peptide-based therapeutics for the treatment of obesity and liver diseases. The company's lead product candidate, pemvidutide, is a GLP-1/glucagon dual receptor agonist that is being developed for the treatment of obesity and NASH. In addition, Altimmune is developing HepTcell, an immunotherapeutic designed to achieve a functional cure for chronic hepatitis B. The company was founded in 1997 and is headquartered in Gaithersburg, MD.

Altimmune Inc

Altimmune is trending as investors discuss the potential impact of upcoming 48-week data and a recent FDA policy change that could expedite drug approvals. Community members are debating the significance of statistical improvements and speculating on potential buyout scenarios, comparing ALT's potential to competitors in the MASH and weight loss space. Bullish sentiment revolves around best-in-class potential, while bears cite concerns about trial results and dilution.

Cemtrex, Inc. engages in the provision of solutions in the technology industry. It operates through the following segments: Security, Industrial Services, and Cemtrex Corporate. The Security segment provides end-to-end security solutions to meet corporate, industrial, and governmental security challenges. The Industrial Services segment offers single-source expertise and services for rigging, millwrighting, in plant maintenance, equipment erection, relocation, and disassembly to diversified customers. The Cemtrex Corporate segment refers to the holding company of the other two segments. The company was founded on April 27, 1998 and is headquartered in Hauppauge, NY.

Cemtrex Inc.

Cemtrex ($CETX) is experiencing significant volatility and high volume, drawing comparisons to recent high-flying nano-cap stocks like $SMX and $TWG, leading to speculation about a potential short squeeze. The community is closely watching price action, particularly around key levels like $8 and $9, with many anticipating a surge in after-hours trading. Discussions also include the potential for extreme price targets and the impact of high borrow rates on short positions.

Top Wealth Group Holding Ltd. operates as a holding company, which provides caviar and caviar-based gourmet products. It focuses on supplying sturgeon caviar to customers under its own brand, Imperial Cristal Caviar. The company was founded by Kim Kwan Kings Wong on February 1, 2023 and is headquartered in Hong Kong.

Top Wealth Group Holding Ltd. - Ordinary Shares - Class A

Top Wealth Group Holding Ltd.

TWG is trending due to a potential short squeeze, with community members actively discussing its low float and comparing it to previous high-flying stocks like $CETX and $TGL. The stock's significant price movement and multiple trading halts have fueled speculation about further gains, particularly in after-hours trading, where halts are not in effect. Some traders are also pointing to the company's improved financials as a reason for the stock's recent surge.

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

Recent news of a potential acquisition deal with Warner Bros. Discovery (WBD) has sparked volatility in Netflix (NFLX) stock, leading to active discussions among investors. Community members are weighing the pros and cons of the deal, including potential regulatory hurdles, debt implications, and the emergence of competing bids from companies like Paramount. Broader sector restructuring and potential impacts on ad revenue and market competition are also being closely monitored.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvana's addition to the S&P 500 is fueling bullish momentum, while some traders question the company's valuation and fundamentals amidst an ongoing SEC investigation. Community members are actively debating whether the surge is sustainable or a sign of an overextended market, pointing to the stock's dramatic rise from near bankruptcy. Discussions also include the potential impact on index funds and the broader used car market.

Wave Life Sciences Ltd. is a clinical-stage biotechnology company, which focuses on developing its proprietary RNA medicines platform and PRISM. It also develop and commercialize a pipeline RNA medicines in a variety of therapeutic areas. The company was founded by Gregory L. Verdine and Takeshi Wada on July 23, 2012 and is headquartered in Singapore.

Wave Life Sciences Ltd.

Wave Life Sciences Ltd

Wave Life Sciences ($WVE) is trending after positive early data for its obesity drug, WVE-007, showing promising fat loss and muscle gain. The community is buzzing about the potential for this drug to rival existing treatments and is actively discussing potential offerings. Some traders are also eyeing shorting opportunities while others see potential for a larger squeeze.

Terns Pharmaceuticals, Inc. is a clinical-stage biopharmaceutical company, which engages in developing a portfolio of small-molecule single-agent and combination therapy candidates for the treatment of non-alcoholic steatohepatitis, or NASH, and other chronic liver diseases. The firm's pipeline includes clinical stage development programs, including a FXR agonist, a VAP-1 inhibitor, a THR-ß agonist, and a preclinical GLP-1 receptor agonist program. The company was founded by Randall L. Halcomb, Martijn Fenaux, and Weidong Zhong in 2017 and is headquartered in Foster City, CA.

Terns Pharmaceuticals Inc

Terns Pharmaceuticals (TERN) is trending following positive Phase 1 data for its leukemia drug TERN-701, with community members discussing its potential to disrupt the CML treatment landscape and challenge existing market leaders. Analysts have upgraded TERN, citing the drug's efficacy and safety profile, leading to increased investor confidence and a potential buy-out. Some traders are wary of a possible offering given the increase.

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 as investors discuss its recent pullback and potential for a rebound, focusing on the company's strong growth prospects and the upcoming integration of Alani Nu into PepsiCo's distribution network. Community members are debating whether the current price represents a buying opportunity, citing both technical indicators and the company's fundamentals. Discussions also involve speculation about potential buybacks and future price targets, with some expressing concerns about insider selling.

Structure Therapeutics, Inc. is a clinical stage global biopharmaceutical company, which engages in developing novel oral therapeutics to treat a wide range of chronic diseases with unmet medical needs. Its pipeline includes Aleniglipron GSBR-1290, ACCG-2671, GIPR, GCGR, ANPA-0073, and LTSE-2578. The company was founded by Raymond C. Stevens in 2016 and is headquartered in South San Francisco, CA.

Structure Therapeutics Inc - ADR

GPCR is trending due to positive topline data from its ACCESS program, highlighting the potential of its oral GLP-1 aleniglipron in weight loss. Community discussions revolve around the drug's efficacy and safety profile compared to competitors, with some speculating on potential acquisition bids. The stock is seen as a strong momentum play with a low-float biotech profile, making it attractive to investors.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance (PSKY) is trending amid news of a hostile all-cash bid for Warner Bros. Discovery (WBD), challenging Netflix's (NFLX) acquisition plans. Community discussions revolve around the offer's structure, regulatory hurdles, and potential impact on competition in the streaming landscape, with some highlighting potential political factors influencing the deal. The battle for WBD is seen as a pivotal moment for the future of streaming and media consolidation.

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Why Jensen Huang's "celebrity" press tour is necessary for Nvidia.

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<ul class="summary-bullets"><li>U.S. officials are weighing whether to permit Nvidia’s older H200 shipments after China rejected the H20.</li><li>The review reflects concern over China’s accelerating chip progress under current restrictions.</li><li>Lawmakers are advancing the SAFE CHIPS Act to block any easing of AI export rules.</li></ul>The US Department of Commerce is reportedly preparing a plan that would permit Nvidia to sell H200 GPUs to China, chips that are roughly 18 months behind the company’s top-tier products.The move is designed to strike a compromise between hard-line opponents of advanced chip exports and officials worried that sweeping restrictions simply push customers toward Chinese rivals, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.semafor.com/article/12/08/2025/commerce-to-open-up-exports-of-nvidia-h200-chips-to-china">report</a> by Semafor, citing a person with knowledge of the matter.Beijing has already rejected Nvidia’s less powerful H20 processors, prompting US officials to search for an option China might accept. Commerce Secretary Howard Lutnick is reportedly supportive of the shift.<h2 class="st-heading-2">Rethinking Earlier Export Controls</h2>The Biden administration imposed certain restrictions on selling AI chips to China to slow the rival’s progress, but some in Washington reportedly now believe the limits have been less effective than hoped. Chinese players like DeepSeek and Alibaba continue to produce world-class models, and Huawei has made rapid advances in hardware to replace blocked US chips. Supporters of the controls argue they still bought US firms time to extend their lead in global markets, Semafor noted.<h2 class="st-heading-2">Why The H200 Is Back On The Table</h2>Washington initially tried to allow exports of the cut-down H20, but China’s refusal created an opening for Huawei and forced the US to revisit its approach. The H200, while older, is viewed as powerful enough to appeal to China yet still compliant with US national-security thresholds. Allowing its export would reopen access to the world’s largest AI chip market and help keep US technology as the global standard.<h2 class="st-heading-2">Nvidia Intensifies Engagement In Washington</h2>The debate follows&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-ceo-reportedly-meets-trump-to-discuss-export-controls-shrugs-off-tech-race-fears/cLIg3ozRES2">Nvidia CEO Jensen Huang’s recent meeting</a> with U.S. President Donald Trump and discussions with lawmakers about export policy. Huang has warned that fragmented state-level rules could slow US AI development. In a podcast interview last week, he described Trump as an “incredibly good listener” and said Commerce Secretary Howard Lutnick assured him the administration would remain accessible to industry leaders. Huang also played down talk of a tech race, arguing the US has always competed through innovation.<h2 class="st-heading-2">Legislative Pushback</h2>A bipartisan group of senators has&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/us-senators-seek-to-block-china-access-to-nvidia-h200-ai-chips-with-new-bill-report/cLIiO9yREjZ">introduced the SAFE CHIPS Act</a>, which would block the administration from easing AI chip export rules, including H200 sales, for 30 months. The bill would require the Commerce Department to deny license requests from buyers in China, Russia, Iran or North Korea for more advanced AI chips than they currently receive and to notify Congress of any future rule changes.<h2 class="st-heading-2">Nvidia’s China View</h2>Huang has said&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/jensen-huang-says-china-is-a-bonus-growth-opportunity-for-nvidia/cLI7iILREis">Nvidia views China as a “bonus opportunity”</a> given strong worldwide demand and downplayed competition from Google’s next-generation TPUs, pointing to the breadth of Nvidia’s CUDA ecosystem. The company recently acquired a $2 billion stake in Synopsys to expand GPU-powered engineering and simulation tools across industries.<h2 class="st-heading-2">Stocktwits Traders Question China’s Appetite For Nvidia’s H200s</h2>On Stocktwits, retail sentiment for Nvidia was ‘bearish’ amid ‘low’ message volume.<figure class="image"><img style="aspect-ratio:968/142;" src="https://news.stocktwits-cdn.com/nvda_ss_png_85e2df5e2d.webp" alt="nvda ss.png" width="968" height="142"><figcaption>NVDA sentiment and message volume as of December 8| Source: Stocktwits</figcaption></figure>One user noted that the next hurdle is convincing China to buy the chips at all.<stembedurl>https://stocktwits.com/oghowie/message/638520788</stembedurl>Another user said that the development aligns with recent comments from both the Trump administration and Chinese officials about seeking a more balanced trade arrangement.<stembedurl>https://stocktwits.com/BEGUIN/message/638520500</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In Creteil, France, on September 23, 2025, the Nvidia logo appears on a smartphone.

Nvidia Could Reopen China Market — US Mulls H200 Export Approval To Avoid Losing Ground To Local Chip Rivals

The US is reportedly considering allowing Nvidia to export its older H200 GPUs to China as a middle-ground approach to AI chip controls.

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<ul class="summary-bullets"><li>Ed Yardeni warned that the group’s exceptional profit margins are drawing increasing competition.</li><li>Yardeni recommends moving information technology and communication services sectors from ‘Overweight’ to ‘Market Weight,’ while increasing exposure to financials and industrials.</li><li>The firm also recommends taking an overweight position in health care.</li></ul>&nbsp;&nbsp;Yardeni Research has reportedly advised investors to dial back exposure to the market’s high-flying “Magnificent Seven,” marking a major shift after more than a decade of bullish positioning on mega-cap technology stocks.Yardeni Research recommended going underweight the Magnificent Seven stocks, anticipating a shift in the source of earnings growth. Founder and Wall Street veteran Ed Yardeni warned that the group’s exceptional profit margins are drawing increasing competition, Bloomberg reported.“We see more competitors coming for the juicy profit margins of the Magnificent 7,” Yardeni said, adding that “Every company is evolving into a technology company.”The investor argued that the broader index will benefit from rising productivity and margin expansion.The Magnificent Seven stocks have soared more than 600% since the end of 2019, far outpacing the S&amp;P 500’s 113% rise. Their exceptional run has been driven first by the pandemic-era shift toward Big Tech and more recently by the artificial intelligence boom.<figure class="image"><img style="aspect-ratio:1306/865;" src="https://news.stocktwits-cdn.com/MAGS_ETF_vs_SPY_png_0ce44c093a.webp" alt="MAGS ETF vs SPY.png" width="1306" height="865"><figcaption>MAGS vs SPY YTD as of Dec. 8, 2025 | Source: TradingView</figcaption></figure>Yardeni recommends moving information technology and communication services sectors from ‘Overweight’ to ‘Market Weight,’ while increasing exposure to financials and industrials, and taking an overweight position in health care.<h2 class="st-heading-2">US Markets Lagging Peers</h2>The firm also believes there is less reason to overweight U.S. equities in global portfolios, as lower valuations, a weaker dollar, and stronger earnings have allowed international markets to outperform this year. “The US now accounts for 65% of the market cap of the world’s stock market, so it’s hard to recommend overweighting something that is already quite overweight,” he told Bloomberg TV.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Roundhill Magnificent Seven ETF (MAGS) remained in the ‘bearish’ zone over the past 24 hours.At the time of writing, <a href="https://stocktwits.com/symbol/MAGS">MAGS</a> was down 0.8%, having gained around 23% so far this year.Only <a href="https://stocktwits.com/symbol/MSFT">Microsoft</a> (1.25%) and <a href="https://stocktwits.com/symbol/NVDA">NVIDIA</a> (0.65%) traded higher on Monday. <a href="https://stocktwits.com/symbol/GOOG">Alphabet</a> was down 1.64%, <a href="https://stocktwits.com/symbol/TSLA">Tesla</a> was trading 3% lower, <a href="https://stocktwits.com/symbol/META">META</a> fell 0.8%, <a href="https://stocktwits.com/symbol/AAPL">Apple</a> declined 0.6%, and <a href="https://stocktwits.com/symbol/AMZN">Amazon</a> slumped 0.7%.&nbsp;Read Also: <a href="https://stocktwits.com/news-articles/markets/equity/is-rivian-losing-its-spark-morgan-stanley-downgrades-amid-ev-winter/cLIYrRtREmJ">Is Rivian Losing Its Spark? Morgan Stanley Downgrades Amid EV 'Winter'</a>&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Close up of female hand touching stock market analysis digital display screen TradingView chart, analyzing investment and financial trading data in candlestick chart on a touch screen interface.

Yardeni Signals Shift After 15 Years Of Bullish Tech Calls, Recommends Scaling Back On Mag Seven Stocks: Report

Yardeni Research recommended going underweight the Magnificent Seven stocks, anticipating a shift in the source of earnings growth.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	$1.51	--	--	N/A
Q3 '25	$1.26	$1.30	3.52%	BEAT
Q2 '25	$1.01	$1.05	4.12%	BEAT
Q1 '25	$0.73	$0.81	10.27%	BEAT
Q4 '24	$0.85	$0.89	5.31%	BEAT

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