Stocks trending on X — TickerTalks

BN

Investment - Banking & Investment Services

$143.24+0.81%

1Y+34.2%

Bullish sentiment

BNY Mellon posts cheer the strategic partnership with Galaxy Digital to add crypto-asset staking to the Digital Asset Custody platform (subject to regulatory review), and Circle naming BNY among its Arc blockchain launch partners alongside BlackRock/ICE/Visa/Mastercard. Sentiment is decisively bullish on the institutional-digital-asset positioning.

Proven numbers

Bank of New York Mellon is the dominant global custodian — the toll-booth on institutional asset custody plus the increasingly-relevant digital-asset custody platform. • The business is stable: Q1 revenue +2.2% YoY at an 18.6% operating margin and ROIC of 5.3% — modest growth with reliable fee-based cash flow; PE 17.6x and 2.4x sales are reasonable for a custodian. • The strategic signals are specific: Galaxy Digital partnership adds crypto-asset staking to the Digital Asset Custody platform (subject to regulatory review), and BNY is a Circle Arc blockchain launch partner alongside BlackRock, ICE, Visa, and Mastercard — tangible institutional-digital-asset positioning. • 52-week range position is 65% with vol multiplier 1.82 — upper-mid range on heavy accumulation volume, confirming the thesis is being bought ahead of Oct 15 earnings. Oct 15 Q3 is the gate — any continued fee-revenue growth plus digital-asset custody momentum extends the move. A soft custody-flow print or any regulatory pushback on crypto-staking and the stock gives back some gain.

LM

Lemonade, Inc.$LMNDHot on

Insurance - Property & Casualty

$44.20-3.62%

1Y-7.0%

1,943 posts2.5×

Bullish sentiment

The Lemonade crowd is bullish on an agentic-AI thesis — Oppenheimer's Israel desk flagged Muse and Grok Bot as a direct catalyst into November's Investor Day, longs cite the $1B+ cash cushion earning extra yield as fundamental support, and holders argue price comparison agents should surface Lemonade on both price and service. The honest moderation is one holder admitting they're down ~$90K and the "discount-rate risk even when execution is perfect" caveat.

Comeback attempt

Lemonade is the AI-first insurance disruptor — selling renters, home, pet, and auto policies through an app-based claims flow. Revenue is growing fast but losses are deep, and the stock has lost a third of its value this year. • The growth is real: Q1 revenue +55% YoY with the company still guiding to an EBITDA inflection by Q4 2026 — if that lands, the equity re-rates meaningfully from here. • But operating margin is -16% and ROIC is -19%, so the business is burning capital at a time when the rate backdrop is roughly 4 points less friendly to pre-profit insurtech than it was in 2020 — real yields are the structural drag. • 52-week range position is 6% — the market is pricing in the EBITDA inflection NOT arriving on schedule, which is why one long-holder is down $90K and still adding and the thread treats the November Investor Day as make-or-break. Nov 4 earnings and the Investor Day together decide the trajectory — a credible EBITDA path with retained growth puts in a bottom. Any combined-ratio deterioration or a timeline pushout and this breaks lower from a floor it is already testing.

SC

The Charles Schwab Corporation$SCHWHot on

Financial - Capital Markets

$91.96-2.34%

1Y-1.6%

316 posts4×

Bullish sentiment

Charles Schwab is adding Solana, Avalanche and Chainlink to its Crypto Platform for direct spot ownership (BTC/ETH already live), broadening its digital-asset offering. One post flags a $4.5M January $110 put LEAP purchase as a bear tell, but crypto-expansion posts and traditional-broker share-take dominate.

Proven numbers

Charles Schwab is the largest US retail brokerage by AUM — wealth management, custody, trading, and now crypto. The stock has been quiet while competitors ran, now coiling into Oct 15 earnings at 19x trailing earnings. • Growth is quietly real: Q1 2026 revenue of $7.3B at +10% YoY on 88% gross margins and 44% operating margins — the net-interest-income tailwind from client cash plus trading activity is both working. • The crypto expansion is the growth lever: adding Solana, Avalanche, and Chainlink direct spot ownership on top of BTC/ETH — a clear share-take setup against Robinhood and Coinbase, with Schwab's institutional trust as the edge. • Earnings beats are consistent but modest: 2-5% EPS beats across four quarters, with 2026 consensus EPS of $6.50 against a $96.70 stock giving a ~15x forward — reasonable for a quality compounder at 2% beta to the index. An Oct 15 Q3 print with net-interest margin firming plus crypto-AUM commentary extends the move; a soft trading revenue print or a net-interest-margin compression and the stock stalls further.

PS

Everpure, Inc$PSTGHot on

Computer Hardware

$86.22+9.14%

1Y+61.9%

19 posts

PendingInsufficient posts on X for reliable sentiment analysis.

HA

HawkEye 360, Inc.$HAWKHot on

Aerospace & Defense

$12.44-3.49%

1Y-63.4%

236 posts5×

Bullish sentiment

HawkEye 360 announced preliminary inclusion in the Russell 2000 index effective September. Traders add on the dip calling the selloff overdone, technical setup shows a double bottom with 'badass tech,' and 'starter entry' framing is common. Modest positioning gains.

AR

Arhaus, Inc.$ARHSHot on

Specialty Retail

$9.93-1.97%

1Y-6.2%

12 posts

PendingInsufficient posts on X for reliable sentiment analysis.

AA

AIA Group Limited$AAGIYHot on

Insurance - Life

$39.60-0.03%

1Y+3.7%

2 posts

PendingInsufficient posts on X for reliable sentiment analysis.

TM

Toyota Motor Corporation$TMHot on

Auto - Manufacturers

$194.61+1.39%

1Y-0.4%

1,029 posts2.8×

Bullish sentiment

Toyota Motor posters cheer TM as a quality-at-a-price name — >3% dividend, 30%+ net financial assets, 10x earnings, 1x TBV, and aggressive buybacks — plus the 50%+ global hybrid market share moat. One user flags TM as a bull-flag technical setup. Some noise on 508K Camry recall. Sentiment is bullish on the value+moat thesis.

CR

Cricut, Inc.$CRCTHot on

Computer Hardware

$6.45-3.73%

1Y+23.8%

6 posts

PendingInsufficient posts on X for reliable sentiment analysis.

DU

Duolingo, Inc.$DUOLHot on

Software - Application

$141.76-4.81%

1Y-57.1%

503 posts2.6×

Bullish sentiment

Bulls frame Duolingo as an AI-native education platform with 33% DAU return rate, a Fashion Week marketing hook, and management's teaching-quality-over-monetization stance as shareholder-friendly. Cinematic setup calls target average around $183.

CV

Carvana Co.$CVNAHot on

Auto - Dealerships

$58.83-2.95%

1Y-14.7%

436 posts2×

Mixed sentiment

Carvana is mixed on X — 2h impulse-up print with Stocks Flash pattern, uncrowded trade-idea framing. Bearish: December $45 put interest, TA doesn't work well on this chart, and Mark Walter pals annuity-loot investigative report noise. Signal split.

AT

Atomera Incorporated$ATOMHot on

Semiconductors

$3.08-7.37%

1Y-35.0%

1,036 posts2.6×

Bullish sentiment

The Cosmos crowd is bullish on fresh attention — ATOM gained ~7% in 24 hours, Mastercard added Cosmos to its crypto partner program, and the weekly chart looks ready to clear $3. Traders are posting +3.8R scalps. The honest counter-note is the recent 25-hour Hub halt tied to a Neutron governance exploit (1.23M ATOM moved in response), framed as a reminder that Cosmos still carries incident risk under the hood.

C

Citigroup Inc.$CHot on

Banks - Diversified

$124.25+0.84%

1Y+29.1%

805 posts5×

Mixed sentiment

The $C thread is noisy — Citi is cited on the GLP-1 oral prescription rebound and bulls flag the triangle-pattern setup above the 150-MA for a potential breakout. In parallel, two Solana memecoins ($C𝕏 pre-launch, $C@T explicitly flagged as a bundled scam) share the ticker and dominate the chatter. The directional signal on the stock is positive but drowned in meme noise.

DA

DoorDash, Inc.$DASHHot on

Internet Content & Information

$189.15-2.02%

1Y-29.1%

1,126 posts2.1×

Bullish sentiment

The Dash crypto crowd is bullish after breaking $65 with calls for $120, $150, $285 and even $1,999 Wave-3 fantasies, framing the setup as a ZEC-style breakout out of a nine-year falling wedge. Promoters tie the move to Dash's 12-year payments track record and discounted-merchant utility. Pushback is thin: a reminder that an 8% Sunday pullback doesn't matter if you can't stomach a 50% candle.

JP

JPMorgan Chase & Co.$JPMHot on

Banks - Diversified

$339.72+1.25%

1Y+13.8%

1,451 posts4×

Bullish sentiment

X is cautiously bullish on JPMorgan — a $1.36B dark-pool print at $343.06 landed Friday, the stock bounced off trend-line support and $340 gamma with $350/$353 the next targets, and CIB CEO's quotes frame the AI super-cycle borrowing as the structural tailwind (while flagging private-credit downturn risk). Multiple financials ($JPM, $GS, $MS, $C) tried to put in a bottom on Friday — day two will decide the setup.

TM

Tencent Music Entertainment Group$TMEHot on

Internet Content & Information

$8.63-0.23%

1Y-61.9%

180 posts5×

PendingInsufficient posts on X for reliable sentiment analysis.

S

SentinelOne, Inc.$SHot on

Software - Infrastructure

$21.58-7.66%

1Y+28.3%

1,907 posts5×

Bullish sentiment

$S posts are about Sonic, the L1 evolution of Fantom, not any equity. Bulls call V2.2 imminent and cite the fee-monetization program rewarding builders as a real use-case moat, with the token basing around $0.03 near the yearly low and layer-1 rotation catalysts firing (ATOM/DOT/NEAR/APT already moving). Loud frustration in the thread — "most loyal community has left" — makes it clear the tape is not one-sided, but the dominant read is accumulation.

FE

Fennec Pharmaceuticals Inc.$FENCHot on

Biotechnology

$9.98-3.57%

1Y+15.5%

4 posts

PendingInsufficient posts on X for reliable sentiment analysis.

UL

Ulta Beauty, Inc.$ULTAHot on

Specialty Retail

$592.94-2.68%

1Y+10.4%

113 posts1.4×

Bullish sentiment

Ulta beat Q2 with EPS $6.55 vs $6.18, sales $3.04B vs $2.96B, comps +3.8%, and raised FY26 EPS to $28.70-$29.00 and buyback to $1.80B from $1.50B. Elf and Estée Lauder read-throughs confirming beauty demand. One flag about suspected earnings hack pre-print but core fundamentals speak for themselves. Bulls loud.

AS

ASML Holding N.V.$ASMLHot on

Semiconductors

$1,641.52-0.96%

1Y+61.0%

1,084 posts3×

Bullish sentiment

Sentiment is bullish on a cheap monopoly — ASML is trading ~17% below fair-value estimates after the pullback, is the only commercial supplier of EUV lithography, and has already completed 50% of its three-year share-buyback program in nine months. The 2026 range (€919-1741, 89% delta) is being quoted as evidence "there is alpha in large caps." The lone caution is an Elliott-wave technician who thinks the stock has one more rally left (~€2,198) before cooling.

TI

UP Fintech Holding Ltd. Sponsored ADR Class A$TIGRHot on

Financial - Capital Markets

$4.05-6.03%

1Y-56.9%

68 posts1.6×

Bullish sentiment

Chinese stockbrokers TIGR and FUTU took a beating after mainland account closures ordered — 1.85B CNY rumored FUTU fine is <2 months of profit. What remains for both is faster-growing HK/SE Asia consumer plays with no China risk at ~8x P/E and net cash.

NF

New Fortress Energy Inc.$NFEHot on

Oil & Gas Midstream

$4.15-0.72%

1Y-95.4%

1,867 posts2.6×

PendingInsufficient posts on X for reliable sentiment analysis.

TT

Take-Two Interactive Software, Inc.$TTWOHot on

Electronic Gaming & Multimedia

$205.28-1.96%

1Y-20.8%

481 posts3×

Bullish sentiment

X is bullish on Take-Two heading into GTA VI — the game drops in two months and $TTWO sits ~22-25% off ATH at $201, which bulls call "the biggest launch in entertainment history about to mint a new billionaire." GEX positioning shows a heavy -GEX stack at $185 and the largest +GEX at $290 as the magnetic poles. Beyond the chart muttering, there's no real bear voice in the thread.

XP

XPeng Inc.$XPEVHot on

Auto - Manufacturers

$9.23-4.15%

1Y-56.8%

419 posts2.9×

Bullish sentiment

XPeng commissioned what it calls the world's first automated humanoid-robot production line — 80%+ automated with 85% supply-chain overlap with EVs — and IRON humanoid rolls off the line under its own power ahead of end-2026 mass production and 2027 commercial rollout. August wholesale +2.8% MoM with MONA L03 (+235%) becoming the top seller. Wall Street is still pricing this as an EV company, not the robotics beat.

SS

Stratasys Ltd.$SSYSHot on

Computer Hardware

$6.94-2.53%

1Y-39.5%

12 posts

Bullish sentiment

Stratasys chatter centers on the company announcing an agreement to acquire Markforged Inc., described as enhancing capabilities across aerospace, defense, and industrial production markets. Contributors describe SSYS as 'finally getting the SpaceX connection' as a possible VELO-2.0 type setup. The broader 3D-printing basket (DDD, VELO, SSYS) is described as 'chugging along' as the top three of the day; an additive-manufacturing breakout-or-breakdown is described as glorious either way.

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