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Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is drawing attention amid a sharp selloff and reports of fresh lows, with bearish traders pointing to the companys weak business fundamentals and fading political or meme-stock appeal. The discussion also ties sentiment to Trumps political standing and approaching midterms, while a smaller group sees the decline as a buying opportunity.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

CBRS is under heavy selling pressure, with traders citing insider selling and continuing IPO lockup share releases, as well as a TD Cowen price-target cut and concerns about valuation, growth, and customer concentration. The conversation is largely bearish, though some traders view the decline as oversold and are buying or averaging down.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is drawing attention amid a broad semiconductor selloff and concerns about whether AI infrastructure spending can generate sustainable returns; traders also blame CEO Hock Tans remarks likening some AI investing to gambling for adding to uncertainty. Bulls view the pullback as a buying opportunity based on custom-chip demand, while bears worry about AI financing risks and the stocks persistent underperformance.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

A sharp selloff in CleanSpark and bitcoin-mining peers is driving the discussion, with traders pointing to macro and interest-rate pressure, weak sector sentiment, and concerns about the companys secured financing. Bulls see the Meta-backed data-center lease and bitcoin holdings as reasons to accumulate, while bears focus on debt, execution risks, and continued underperformance.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves sharp selloff has focused attention on its debt load, borrowing costs and ability to finance its AI infrastructure expansion amid broader doubts about neocloud economics. Traders are split between bargain-buying and short-squeeze hopes and concern about further downside or dilution; a Goldman Sachs upgrade failed to sustain a rebound.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale shares are under pressure after UBS downgraded the stock, citing long commercialization timelines, limited firm customer commitments and projected cash burn. Traders are debating whether the selloff reflects real execution risks or an overly bearish analyst call, with some buying the dip on the long-term nuclear-power thesis.

AGNC Investment Corp. engages in the operation of a real estate investment trust. The firm invests in residential mortgage pass-through securities and collateralized mortgage obligations for which the principal and interest payments are guaranteed by the United States government-sponsored enterprise or by the United States government agency. It also invests in other types of mortgage and mortgage-related securities, such as credit risk transfer securities and non-Agency residential and commercial mortgage-backed securities, where repayment of principal and interest is not guaranteed by the United States government-sponsored enterprise or by the United States Government agency, and other assets related to the housing, mortgage, or real estate markets. The company was founded on January 7, 2008 and is headquartered in Bethesda, MD.

AGNC Investment Corp

AGNCs Q3 report showing a sharp decline in tangible book value and narrow coverage of its dividend is weighing on the shares, with traders concerned about leverage, rate sensitivity, and the risk of a future dividend cut. Others see the selloff as a buying opportunity and continue adding for the high monthly income.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARAs steep, persistent selloff and weak performance despite relatively resilient Bitcoin are dominating discussion, with traders pointing to skepticism over the AI/data-center pivot and the lack of signed tenant contracts. Frustrated bears cite management and execution concerns, while some bulls view the decline as overdone and anticipate a rebound if Bitcoin strengthens or a lease is announced.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is drawing attention after a sharp memory-stock selloff amid weakness in Korean markets, worries about Chinese competitor CXMT and questions about the durability and financing of AI-driven demand. Traders are split between treating the pullback and rebound as a buying opportunity given the companys fundamentals and expecting further declines as selling pressure persists.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon rallied after Morgan Stanley named it a top pick, citing stronger AWS growth prospects and the cloud businesss AI opportunity. Traders welcomed the upgrade, while others questioned whether the move can hold ahead of earnings and near technical resistance.

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VinFast Reports Unaudited Second Quarter 2026 Financial Results

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VFS Stock Pressured As Tesla Gains A Legal Foothold In VinFast’s Home Market  

Equity

Vietnam is VinFast’s biggest market. Tesla’s entry would increase competition for the home player. 


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$VFS Q2 &#39;26 Earnings Results &amp; Recap

VinFast said production and deliveries remain in line with its business plan and maintained full-year 2026 guidance, citing long-term procurement commitments extending through 2027 amid semiconductor supply constraints.

Stocktwits

VinFast Auto Ltd.

 Q2 '26 Earnings Results & Recap

VinFast said production and deliveries remain in line with its business plan and maintained full-year 2026 guidance, citing long-term procurement commitments extending through 2027 amid semiconductor supply constraints.

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Stocktwits Earnings

• Reported GAAP EPS of -$11994.00 down -58.73% YoY
• Reported revenue of $23.11T up 41.73% YoY
• VinFast reiterates its global deliveries of at least 300,000 EVs for full year 2026 and expects 2026 two-wheeler deliveries to be at least 2.5 times its 2025 deliveries, excluding potential GSM deliveries.

VinFast experienced a 32% sequential decrease in EV deliveries and a 41.0% revenue decline, while gross margin deteriorated to negative 73.6% due to new programs and inventory charges, alongside a US regulatory complaint.

VinFast is transitioning to an asset-light model with VND65.2 trillion liquidity and secured a major EV supply agreement with GSM for one million EVs, while maintaining strong market positions in Southeast Asia and India.

VinFast Auto Ltd. engages in designing and manufacturing electric vehicles. It offers electric scooters (e-scooters) and electric buses (e-buses). It provides e-mobility ecosystem built around customers, community and connectivity alongside new vehicle roll-out. The company was founded by Pham Nhat Vuong in June 2017 and is headquartered in Hai Phong City, Vietnam.

Bearish Sentiment

<ul class="summary-bullets"><li>Tesla has formed a Vietnamese subsidiary in Ho Chi Minh City.</li><li>The company is authorized to wholesale and retail automobiles and motor vehicles, sell parts and accessories, and handle related import, export, and distribution.&nbsp;</li><li>A company registration is not the same as starting sales.</li></ul><p>Shares of Vietnamese EV maker VinFast Auto Ltd (VFS) slumped 2% on Monday after American rival Tesla (TSLA) established a unit in the Southeast Asian country that could sell its vehicles.</p><p>Vietnam is VinFast’s biggest market. Tesla’s entry into the country would increase competition for the home player. &nbsp;</p><h2 class="st-heading-2">Tesla’s New Unit</h2><p>Tesla has formed a Vietnamese subsidiary in Ho Chi Minh City, according to a newly posted record on the country’s National Business Registration Portal — a legal first step into a market where the company still has no official stores, service centers, or Superchargers.</p><p>The entity is listed as Tesla Motors Vietnam Limited Liability Company. Charter capital is 77.667 billion dong, or about $3 million. The company is authorized to wholesale and retail automobiles and motor vehicles, sell parts and accessories, and handle related import, export, and distribution, subject to Vietnam’s rules on foreign-invested traders.</p><p>A company registration is not the same as starting sales. Tesla has not named models, prices, showrooms, service sites, or a charging plan for Vietnam. The company website also doesn’t list Vietnam among the Asia Pacific countries where it sells vehicles.</p><h2 class="st-heading-2">Why Investors Care</h2><p>VinFast is the dominant car brand in Vietnam, and its home market still accounts for almost all of the company’s sales and revenue. In 2025, the company delivered 175,099 EVs in Vietnam, a record for any brand in the country, accounting for 89% of the company’s overall sales. VinFast's 2025 passenger-car share was about 36%.</p><p>For full-year 2025, VinFast reported about VND 90.2 trillion in revenue, of which VND 80.4 trillion was from Vietnam.</p><h2 class="st-heading-2">How Did VFS Retail Traders React?</h2><p>On Stocktwits, retail sentiment around VFS rose from ‘neutral’ to ‘bullish’ over the past 24 hours, while message volume remained at normal levels.</p><p><a href="https://stocktwits.com/symbol/VFS">VFS stock</a> has fallen 6 % year-to-date, while TSLA has lost 20%.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/dftx-stock-climbs-as-high-as-12-on-unprecedented-anxiety-data-for-lsd-based-drug/cZtm9RdRBTb">DFTX Stock Climbs As High As 12% On ‘Unprecedented’ Anxiety Data For LSD-Based Drug</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, the VinFast (Vin Fast) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Vietnam is VinFast’s biggest market. Tesla’s entry would increase competition for the home player. 

VFS Stock Pressured As Tesla Gains A Legal Foothold In VinFast’s Home Market

Track VFS stock price, charts, news and real-time market activity on Stocktwits. Join the VFS message board to follow investor discussions, retail trader sentiment, bullish and bearish signals around VinFast Auto Ltd. stock.

VFS Stock Price Today - VinFast Auto News, Charts, Retail Sentiment

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$VFS newbie does not even know vingroup had 43 bln usd debt on balance sheet. He did not k ow Ngoc Hoi just had on paper asset of sport complex which had not built yet. PNV had been sold off assets to pay off interest for years.

john

$VFS worth less than 800m market cap imo. Didn't they sell their WHOLE MANUFACTURING SIDE for 500m lmao

MDon E HAwk

$VFS Q2 '26 Earnings Results & Recap

VinFast said production and deliveries remain in line with its business plan and maintained full-year 2026 guidance, citing long-term procurement commitments extending through 2027 amid semiconductor supply constraints.

$VFS $3.10 ask. BUY/REVISIT carries SPM 86.21 tag to $6.00 in midterm. 
NOTE: VinFast said it will enter the U.S. e-bus market via an initial agreement with NexMove, which plans to offer the buses bundled with charging, maintenance and operations. 
Certified, homologated buses are expected to begin delivering to U.S. customers in 1Q28; demo units will be placed at Zeem EV charging depots ahead of certified deliveries. 
NexMove said it intends to offer a 97% uptime service-level agreement under its as-a-service model. 
VinFast said about 2,000 electric buses are operating in Vietnam today and the company is also expanding its e-bus business into Europe.

Northridge G-101 SPM Company

$VFS lol! Net loss was $1.1 bln. These guys are mafia of Vietnam. Ngoc Hoi did not have any real asset. But Mr scammer could cash out $1 bln.

$VFS Vinfast Q2 earnings will be announced Oct 18th at 8am ET. Delayed because of restructuring and spinoff of mfg operations that occurred during Q2

Global Insights

$VFS Facts about Vinfast ownership.

Only about 2% to 3% of VinFast's total shares trade as a public free float on the Nasdaq exchange under the ticker VFS. 

The richest person in Vietnam is Pham Nhat Vuong, with an estimated net worth of around $37.4 billion as of September 2026 

Founder Pham Nhat Vuong controls roughly 98% to 99% of VinFast Auto Ltd.

He is the Founder and chairman of Vingroup, Vietnam's largest private conglomerate. His holdings include: Real estate, electric vehicles ([VinFast]), retail, and healthcare.

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