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NEWS
Breaking A 4-Week Losing Streak

Source: Tenor

Yesterday’s after-hours earnings misses had stocks start off Friday on a rough note, but bulls battled back to close barely green on the week. With the Fed’s decision and most earnings out of the way, many believe the next major market catalyst will be the April 2nd reciprocal tariff deadline with Canada and Mexico. The tug-of-war continues for now. 👀 

Today’s issue covers a self-driving vehicle surge, Trump’s pick for SEC Chair, a hilarious “Weekend Rip” with Ben & Emil, and more from the day. 📰

Here’s the S&P 500 heatmap. 3 of 11 sectors closed green, with communication services (+0.78%) leading and materials (-0.99%) lagging.

Source: Finviz

And here are the closing prices: 

EARNINGS
Self-Driving Vehicle Stock Surges 🚘️ 

Lidar plays a critical role in the self-driving car industry, but the key players in the space have faced numerous challenges over the last few years. Now, investors are potentially looking for them to turn a corner.

Luminar Technologies reported fourth-quarter earnings and revenues that topped estimates, with its adjusted gross profit of $14 million surprising Wall Street, where analysts expected a $12 million loss. 🤩 

A decade’s worth of work came to a head with the launch of the Volvo EX90, the first global production vehicle with leading technologies like Luminar and Nvidia. With some momentum behind the industry, Luminar management expects sales to grow 10% to 20% in 2025. However, that would still put revenue below analyst estimates. 😐️ 

While there’s still lots of work ahead, the recent news helped propel shares 65% this week, with Stocktwits sentiment in ‘extremely bullish’ territory. As we’ve seen with other beaten-down stocks in industries, sometimes expectations get low enough that the companies can easily hop over them. 👍️ 

Chinese EV maker Nio Inc. did not have as much luck. It reported a wider-than-expected loss and missed revenue expectations, with first-quarter delivery guidance suggesting a significant slowdown in sales momentum. 🪫 

Stocktwits sentiment remained bullish despite the stock giving back its recent gains and throwing cold water on the bulls’ recent upside momentum. Time will tell if buyers step in again in the $4 region as they have in the past. 🧐 

Source: Stocktwits

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STOCKS
Other Noteworthy Pops & Drops 📋️ 

FedEx ($FDX -6%): The logistics slots received several price target cuts after it slashed its 2025 outlook and reported downbeat third-quarter earnings.

Apollo ($APO -1%): The asset manager is set to acquire a 25% non-controlling stake in BP’s TANAP unit, which holds the oil major’s 12% interest in TANAP, the owner and operator of the pipeline that carries natural gas from Azerbaijan across Türkiye.

Micron ($MU -8%): Despite strong headline quarterly results, concerns over gross margins and near-term pricing pressure weighed on sentiment.

Rio Tinto ($RIO -1%): Reports indicated the miner wants to expand its investments in the U.S., particularly in copper. It follows Donald Trump’s executive order to accelerate permitting and increase government financing for mineral projects.

Boeing ($BA +3%): President Donald Trump reportedly awarded the company a contract to design and build the next-generation U.S. fighter jet, which will have stealth and penetration capabilities far exceeding the current fleet.

General Motors ($GM +1%): Piper Sandler raised its price target from $45 to $48, but maintained its ‘Neutral’ rating. The firm suggests that GM has established itself as the best Detroit-based automaker, with Piper noting that buybacks and a low valuation multiple provide downside protection for the shares.

TC BioPharm ($TCBP -67%): The biopharma company said that its securities would be delisted from the exchange for failure to maintain a minimum bid price of $1 per share. It’s working on an appeal, but expressed optimism that its American Depository Shares will be eligible to trade on the OTC markets on Monday.

Strategy ($MSTR +1%): The Michael Saylor-led company announced plans to raise $711 million through a preferred stock offering to expand its Bitcoin holdings.

PRESENTED BY STOCKTWITS
“The Weekend Rip” With Ben & Emil 📺️ 

Markets are flat, lawsuits are sizzling, and financial chaos reigns. Grab some popcorn as Ben & Emil cover these hot topics and a whole lot more! 🍿 

• Starbucks & the $50M Tea Spill: One man’s scalding disaster turns into a financial jackpot. Ben wonders if it’s worth it.

• GameStop’s Buffett Cosplay: Ryan Cohen’s new investor site mimics Berkshire Hathaway, but without the charm (or Warren’s sister obsession).

• Fed Chaos & Market Confusion: Powell is bored, tariffs are looming, and no one knows if the Fed Put still exists.

• Quantum Computing Hype Train Derails: Nvidia’s CEO says one thing, and IonQ tanks. Ben calls BS on the whole industry.

• Klarna’s Buy-Now-Pay-Later Burritos: BNPL for Chipotle? Ben wonders why Silicon Valley funds this instead of building new cities.

CRYPTO
Who Is Paul Atkins: Trump’s Pick For SEC Chair 🤔 

Trump’s pick to head up the SEC, Paul Atkins, faces his confirmation hearing in front of the Senate Banking Committee on the March 27. 🏦 

But who is he? Here’s a quick breakdown:

• Resume 101

  • Former SEC Commissioner from 2002 to 2008.

  • Helped oversee TARP, because one financial crisis wasn’t enough.

  • Founded Patomak Global Partners, advising companies on how to make nice with regulators.

• Regulatory Philosophy

  • Prefers the “less meddling, more clarity” approach.

  • Not exactly a fan of bureaucratic chokeholds that kill innovation.

  • Could be a breath of fresh air for industries tired of endless compliance mazes.

• Crypto Relevance

  • Known for supporting nuance over knee-jerk rulemaking.

  • Might be more open to digital assets than the usual “ban first, ask questions later” crowd.

  • Emphasizes investor protection without demonizing every new technology.

• Criticisms

  • Some say he’s too hands-off, which could let bad actors run amok.

  • Others think a light touch can help legitimate projects breathe.

  • Apparently, striking that perfect balance is trickier than it looks.

• Why People Care

  • Promises to trim back the red tape. That alone can make him a hero in certain circles.

  • Brings a business-savvy perspective to an agency known for extended battles with industry players.

  • If you’re tired of tiptoeing around ambiguous regulations, his approach might sound appealing.

COMMUNITY VIBES
One Tweet To Sum Up The Week 🤔 

“So you want to short the food delivery market…”

— Stocktwits (@Stocktwits)
6:49 PM • Mar 21, 2025

Links That Don’t Suck 🌐

🚨 Free stuff alert: MarketSurge is 100% free to access from March 17-23 (no credit card required)*

📰 Yahoo sells TechCrunch to investment firm Regent

✂️ Small Business Administration to reorganize, cut about 2,700 jobs

🍦 Dairy Queen is releasing 2 new Blizzards—and bringing back 3 favorites

✈️ A look at some of history’s worst air travel disruptions before a fire shut Heathrow

🤣 Social media users just can’t get enough of ‘collateralized burrito obligations’

🙃 Legal experts say Trump official broke law by saying ‘Buy Tesla’ stock but don’t expect a crackdown

*3rd Party Ad. Not an offer or recommendation by Stocktwits. See disclosure here.

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