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Market participants are bracing for volatility surrounding a scheduled prime-time address from President Trump regarding the ongoing conflict in Iran, with the community sharply divided between expectations of a 'buy the rumor, sell the news' event and fears of a deeper escalation involving ground troops. Traders are closely monitoring the potential for significant moves in oil and equity indices as the market attempts to decipher whether the administration is signaling a strategic withdrawal or a major military shift.

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.

Trump Media & Technology Group is trending as investors and the online community fixate on the former President's aggressive rhetoric regarding military escalation in Iran, fueling intense debate over his geopolitical strategy and its impact on the markets. While supporters view his strong posture as a necessary display of dominance, critics are actively highlighting contradictions in his messaging and expressing deep concerns over the potential for prolonged conflict and economic instability.

Invesco QQQ Trust Series 1 - Units of beneficial interest

Market participants are intensely focused on the upcoming presidential address regarding the Iran conflict, with community debate split between expecting a major de-escalation announcement and concerns that the speech will merely justify a continued military presence. Traders are closely monitoring the potential for a 'sell the news' reaction following a sharp rally, while active discussions highlight ongoing uncertainty regarding oil supply and the geopolitical stability of the Strait of Hormuz.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

United States Oil Fund is trending as investors react to conflicting signals surrounding the Iran-U.S. conflict, with the community actively debating whether recent diplomatic overtures are genuine moves toward de-escalation or tactical market manipulation ahead of an upcoming national address. Despite volatility, traders remain focused on the strategic importance of the Strait of Hormuz and the potential for a sustained geopolitical energy risk premium.

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 is trending as investors weigh anticipation for upcoming Q1 delivery results against broader market volatility and speculation surrounding a potential SpaceX IPO. Community discourse remains deeply divided between bullish sentiment regarding the company's long-term autonomy and robotics roadmap, and intense bearish concerns over slowing EV demand and high-profile geopolitical tensions.

Globalstar, Inc. engages in the provision of mobile satellite services. It offers voice and data communications services to the following markets: recreation and personal, government, public safety and disaster relief, oil and gas, maritime and fishing, natural resources, mining, and forestry, construction, utilities, and transportation. The company was founded in November 2003 and is headquartered in Covington, LA.

Globalstar Inc.

Globalstar is trending due to reports that Amazon is in talks to acquire the company, fueling widespread speculation about a potential bidding war involving other major tech players and SpaceX. Community members are actively debating the company's valuation, the strategic value of its spectrum assets in the direct-to-device space, and whether long-term shareholders should hold out for a significant acquisition premium.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apple is trending as investors digest a mix of conflicting sentiments, including news of a new AI marketing hire, ongoing patent disputes in China, and heightened market volatility tied to geopolitical tensions in the Middle East. While some community members are capitalizing on short-term price swings and discussing technical resistance levels, the broader conversation remains divided between those viewing the stock as a reliable defensive asset and those frustrated by its relative underperformance against the wider market.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is facing intense investor scrutiny and volatility as community members weigh the impact of heavy AI infrastructure spending against broader geopolitical tensions and recent software-focused concerns. The stock remains a focal point for institutional put activity, with ongoing debates among traders regarding whether current price levels represent a deep-value opportunity or a precursor to further downside.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk (SNDK) is experiencing extreme volatility driven by shifting sentiment regarding Middle East geopolitical tensions and conflicting narratives over memory sector demand, specifically related to Google's TurboQuant efficiency research. The community remains deeply divided, with bulls pointing to fundamental growth and potential recovery after a steep pullback, while bears argue the recent parabolic run-up was unsustainable and warn of further technical downside.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

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Strategy

MicroStrategy is trending amid intense debate over the company's reliance on debt-funded Bitcoin acquisitions, with traders sharply divided between bullish hopes for a massive price recovery and bearish concerns regarding dilution and potential liquidity risks. The stock is seeing high volatility and heavy options activity as market participants closely monitor the underlying performance of Bitcoin and broader macro uncertainties.

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<ul class="summary-bullets"><li>Jackson said he tested the theory on over 700 earnings calls over the last two decades.</li><li>The hedge fund manager argued that many SaaS companies are overvalued and vulnerable, as&nbsp;they are trading largely on AI hype.</li><li>Stocktwits sentiment was ‘bearish’ for TEAM, CRM, ASAN and DOCU, and ‘neutral’ for FIVE.</li></ul>Hedge fund manager and crypto entrepreneur Eric Jackson on Tuesday revealed short positions in Salesforce, Five9, DocuSign, Atlassian, and Asana — backed by a provocative thesis: the companies talking most about AI tend to deliver the weakest forward returns.Jackson, best known for his bullish Opendoor call, said he analyzed 147 earnings call transcripts across 21 enterprise software firms, then expanded the study to 716 SaaS earnings calls spanning the past two decades to test the idea.<h2 class="st-heading-2">‘AI Paradox’</h2>“The result: companies in the top quintile of AI language density underperformed the bottom quintile by 5.4 percentage points over the following 90 days,” Jackson said in his&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://eventhorizoniq.substack.com/p/im-short-asana-salesforce-five9-docusign?r=1iiu0&amp;utm_campaign=post&amp;utm_medium=web&amp;triedRedirect=true">Substack blog</a>, calling the trend the “AI Paradox.”He argued that certain SaaS companies are overvalued and vulnerable because their growth narratives are increasingly driven by AI hype rather than underlying demand, masking a broader slowdown in core business momentum.&nbsp;Those companies are facing weakening organic growth, rising customer acquisition costs, and deteriorating pricing power, especially as enterprise spending tightens.&nbsp;“Chegg was a $14 billion company. Management said "AI is an opportunity." Stock went from $115 to $0.67. The same language pattern is now showing up in five enterprise software companies,” he said in an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/ericjackson/status/2038981167311896616?s=20">X thread</a> about his blog. He&nbsp;added that certain companies, such as CrowdStrike, Zscaler, and Palo Alto, are benefiting as well, with AI making their products “more necessary, not less.”But, “the market is punishing both groups equally. That's the mistake.”<h2 class="st-heading-2">Jackson’s SAAS Shorts Already In Doldrums</h2>To be sure, all the companies Jackson has shorted are trading at multi-year lows. Asana shares are at&nbsp;their lowest point on record, while Atlassian stock was the biggest loser on Nasdaq in the first quarter of 2026. CRM declined nearly 30% last quarter, its worst since the 2008 financial crisis.Jackson, who runs EMJ Capital and a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/opendoor-bull-eric-jackson-picks-a-rather-dull-time-to-launch-his-crypto-treasury-firm/cLeOWwDREpU">crypto treasury company</a>, last month said he had&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/opendoor-bull-eric-jackson-turns-attention-to-palantir/cZbimd7R4lX">invested in Palantir</a> after the AI company's blowout fourth-quarter results. He has previously&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/opendoor-bull-eric-jackson-picks-a-rather-dull-time-to-launch-his-crypto-treasury-firm/cLeOWwDREpU">taken long positions</a> on Carvana, Better Home &amp; Finance, IREN, and BTQ Technologies, among others.On Stocktwits, the retail sentiment was ‘bearish’ for TEAM, CRM, ASAN and DOCU, and ‘neutral’ for FIVE on Tuesday.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mrvl-on-sndk-lead-chip-stock-rally-as-trump-signals-iran-war-nearing-end/cZ7H77fRIn4">MRVL, ON, SNDK Lead Chip Stock Rally As Trump Signals Iran War Nearing End</a>

A trader checking stock market charts. Hedge fund manager Eric Jackson said he shorted SAAS stocks. (Picture source: Getty Images)

Opendoor Bull Eric Jackson Shorts CRM, DOCU, TEAM, FIVE, ASAN – Here’s Why

After combing through hundreds of software earnings calls, Jackson’s takeaway is simple: the more a company leans into AI talk, the worse its stock tends to perform.

Equity

After combing through hundreds of software earnings calls, Jackson’s takeaway is simple: the more a company leans into AI talk, the worse its stock tends to perform.


Opendoor Stock Holds Above Key Support: What's Next For Opendoor?

Opendoor Technologies Inc. (NASDAQ:OPEN) shares are trading around 2% higher Tuesday, sitting just above a key support level at $4.50 as the stock attempts to stabilize after recent pressure.read more...

Opendoor vs. Offerpad: Which iBuying Stock Looks More Compelling Now?

Can OPAD's platform expansion and efficiency gains rival OPEN's push for faster sales, sharper pricing and scaled acquisitions in a tight market?

A smartphone displays the logo of Opendoor Technologies Inc. (Photo illustration by Cheng Xin/Getty Images)

Opendoor Traders, Bull Eric Jackson Applaud Record Home-Buying Pace – But Not Everyone Is Convinced

Opendoor Technologies' weekly home acquisitions surged 36% week over week to 610, drawing praise from retail investors and notable backers such as Eric Jackson on Tuesday.

Opendoor, which flips houses, said home acquisition shot up 36% week over week.


Opendoor Expands U.S. Footprint: Is Scale Gaining Traction?

OPEN rapidly expands nationwide under Opendoor 2.0, scaling coverage to nearly all U.S. homes and driving lead growth through data and automation.

Opendoor Technologies Stock Is Down 50%. Is It Finally Time to Buy?

Key PointsSince the peak of its mid-2025 rally, Opendoor Technologies has fallen sharply...

Opendoor Shares Pull Back As Higher Mortgage Rates Weigh On Housing Demand

Opendoor Technologies Inc (NASDAQ: OPEN) shares are moving lower Wednesday morning, giving back some ground after a strong move Tuesday.read more...

Promising Real Estate Stocks To Follow Now - March 17th

Blackstone, Apollo Global Management, Welltower, Opendoor Technologies, Alexander & Baldwin, National Storage Affiliates Trust, and American Tower are the seven Real Estate stocks to watch today...

Is Opendoor's Product Revamp Expanding Its Addressable Market?

Is OPEN's flexible home-selling model the key to wider reach and lower risk as demand rises and efficiency improves?

Promising Real Estate Stocks Worth Watching - March 16th

National Storage Affiliates Trust, Blackstone, Apollo Global Management, Welltower, American Tower, Opendoor Technologies, and Alexander & Baldwin are the seven Real Estate stocks to watch today...

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Opendoor Investor Relations

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

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Stocktwits Polls

Investors are closely watching the integration of Doma's AI escrow services as a key driver for long-term growth and reduced transaction friction.

Shareholders are focused on the upcoming earnings and management guidance regarding the target of reaching adjusted EBITDA positive status.

Debate persists regarding the CEO's transparency and unconventional communication style, with some shareholders praising his vision while others demand more stock price accountability.

Retail investors frequently point to high short interest and institutional accumulation as indicators that a significant upward move may be approaching.

Community sentiment reflects frustration over recent sluggish price action, often attributing the underperformance to market manipulation by algorithmic traders.

Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '26	-$0.10	--	--	N/A
Q4 '25	-$0.11	-$1.26	-997.36%	MISSED
Q3 '25	-$0.08	-$0.12	-57.01%	MISSED
Q2 '25	-$0.03	-$0.04	-22.71%	MISSED
Q1 '25	-$0.13	-$0.12	7.81%	BEAT

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