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SPY is trending amid intensifying Middle East geopolitical tensions, driving widespread debate about the potential for spiking oil prices and their impact on inflation and future Fed rate decisions. The community remains sharply divided, with some anticipating a significant market correction after earlier strength, while others expect a "buy the dip" opportunity despite concerns of market manipulation.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is highly volatile amid escalating Middle East geopolitical tensions, with an Iranian official claiming the Strait of Hormuz is closed and reports of attacks on US assets. The community is fiercely divided, with many "buying the dip" after recent "V-pumps" while others warn of an impending "blood bath" driven by concerns over oil prices and tech sector overvaluation.

Battalion Oil Corp. engages in the acquisition, production, exploration, and development of liquids-rich oil and natural gas assets in the Delaware Basin. The company was founded in 1987 and is headquartered in Houston, TX.

Battalion Oil Corp - Ordinary Shares (New)

Battalion Oil Corp is presently trending due to escalating geopolitical tensions in the Middle East driving up oil and natural gas prices, sparking widespread community discussion around a significant short squeeze and expectations for continued parabolic appreciation.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology Group Inc. is trending as the community eagerly anticipates its upcoming full-year 2025 financial results, with significant discussion around whether projected record revenues and profitability improvements will finally translate into positive stock action. While many express frustration over past market reactions despite strong fundamentals and a multi-billion dollar AI infrastructure pipeline, a core group of investors remains highly optimistic about the company's long-term value proposition and potential for a short squeeze.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

GLD is trending as escalating Middle East tensions are driving discussions around its role as a key safe-haven asset, with the community actively debating whether the current rally to historical highs is sustainable or an overextended surge amid fears of manipulation and broader market rotation.

AeroVironment, Inc. engages in the design, development, and production of multi-domain robotic systems and related services for government agencies and businesses. It operates through the following business segments: UnCrewed Systems, Loitering Munitions Systems, and MacCready Work. The UnCrewed Systems segment focuses primarily on small UAS products designed to operate reliably at lower altitudes in a wide range of environmental conditions. The Loitering Munitions Systems segment focuses primarily on tube-launched aircraft that deploy with the push of a button, fly at higher speeds than small UAS products, and perform either effects delivery or reconnaissance missions, and related support services including training, spare parts, product repair, and product replacement. The MacCready Works segment focuses on customer-funded research and development in the areas of HAPS, robotics, sensors, software analytics, data intelligence, and connectivity. The company was founded by Paul B. MacCready, Jr. in July 1971 and is headquartered in Arlington, VA.

AeroVironment Inc.

AeroVironment is trending after an analyst downgrade, driven by news of its largest U.S. Space Force contract being recompeted, which caused a sharp sell-off that many in the community view as an overreaction or market manipulation given the company's defense market position.

Indonesia Energy Corp. Ltd. operates as an oil and gas, exploration, and production company. It engages in oil and gas assets portfolio with a mix between medium-sized producing blocks and exploration blocks with significant resources. Its portfolio includes Kruh, Citarum, and Rangkas Area. The company was founded by James J. Huang and Wirawan Jusuf in 2014 and is headquartered in Jakarta, Indonesia.

Indonesia Energy Corp Ltd

INDO is trending as the escalating Middle East conflict and threats to the Strait of Hormuz propel oil prices higher, leading the community to anticipate a significant run and potential short squeeze, drawing comparisons to other surging oil stocks. Investors are actively debating whether INDO will follow its peers, while also looking forward to upcoming drilling updates from the company.

Pinterest, Inc. engages in the operation of a pinboard-style photo-sharing website. It allows users to create and manage theme-based image collections such as events, interests, and hobbies. The company was founded by Benjamin Silbermann, Paul C. Sciarra, and Evan Sharp in October 2008 and is headquartered in San Francisco, CA.

Pinterest Inc - Ordinary Shares - Class A

Pinterest Inc

Pinterest is trending due to activist investor Elliott Management's $1 billion investment and the announcement of a new $3.5 billion share repurchase program, including a $1 billion accelerated buyback. This significant capital return strategy, seen as a strong vote of confidence and a catalyst for value, is generating widespread excitement and discussion about the company's future.

Sea Ltd. is an internet and mobile platform company, which engages in the provision of online gaming services. It operates through the following segments: Digital Entertainment, E-Commerce, and Digital Financial Services. The Digital Entertainment segment offers and develops mobile and PC online games. The E-Commerce segment manages a third-party marketplace through the Shopee mobile app and websites that connect buyers and sellers. The Digital Financial Services segment includes a variety of payment services and loans to individuals and businesses through SeaMoney. Sea was founded by Xiao Dong Li, Gang Ye, and Jing Ye Chen on May 8, 2009 and is headquartered in Singapore.

Sea Ltd - ADR

Sea Ltd is trending following its Q4 2025 earnings, which showed strong revenue and profit growth but also an EPS miss that has led to a contentious market reaction, with many in the community questioning the sell-off despite optimistic guidance for Shopee's continued expansion.

Hycroft Mining Holding Corp. engages in the exploration, mining, and development of gold and silver properties. The company was founded on August 28, 2017 and is headquartered in Winnemucca, NV.

Hycroft Mining Holding Corporation - Ordinary Shares - Class A

Hycroft Mining Holding Corp

Hycroft Mining is seeing significant attention following its latest 10-K filing, which revealed a 55% increase in gold and silver resources, a debt-free balance sheet, and substantial cash on hand. The community is buzzing about the company's strong fundamentals and 

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The Nuclear Fuel Cycle Is Tightening. These Companies Are Positioned at Every Stage.

The Nuclear Fuel Cycle Is Tightening. These Companies Are Positioned at Every Stage. The Nuclear Fuel Cycle Is Tightening. These Companies Are Positioned at Every Stage. PR Newswire VANCOUVER, BC...

<ul class="summary-bullets"><li>The power need of data centers, which are relatively new actors in the energy system, is widely expected to grow exponentially.&nbsp;</li><li>U.S. residential retail electricity prices in September were up 7.4% year over year to about 18 cents per kilowatt-hour, underscoring the strain on the grid.</li><li>Wedbush’s Daniel Ives sees the demand for new energy to power the AI revolution exploding in the coming years.</li></ul>Nvidia CEO Jensen Huang’s “Joe Rogan&nbsp;Experience” podcast appearance caught a few off guard, given that he typically shows up at more formal setups rather than a long-form, freewheeling show. As expected, the conversation veered around all things artificial intelligence (AI).The head honcho of the most valued&nbsp;publicly listed&nbsp;company also touched on a&nbsp;hot-button topic:&nbsp;power-hungry data centers. Calling that issue “the bottleneck” for AI, Huang said, “I think in the next six, seven years, I think you’re going to see a whole bunch of small nuclear reactors.”“We’ll all be power generators,” he said, suggesting hyperscalers might be mulling captive power sources in the future.&nbsp; “It probably is the smartest way to do it. Right. And it takes the burden off… the grid. It takes — and you could build as much as you need, and you can contribute back to the grid.”In a lighthearted show, this could be one of the most loaded statements, underlining the importance of energy to power data centers that run a massive infrastructure of servers, storage drives, and network equipment to train models, inference, and run critical applications and services.<h2 class="st-heading-2">Data Center Draining Grid?</h2>The AI revolution is here to stay despite all talk of a bubble burst. The power need of data centers, which are relatively new actors in the energy system, is widely expected to grow exponentially.&nbsp;According to the International Energy Agency’s estimates, global electricity consumption by data centers is&nbsp;currently at&nbsp;about 415 terawatt-hours (TWh). That&nbsp;is expected to more than double, reaching around 945 TWh by 2030 in the base-case scenario, representing nearly 3% of total global electricity consumption. The IEA states that training the largest large-language model (LLM) requires about 154 megawatts (MW) of power.Goldman Sachs estimates that global power demand from data centers will rise 50% by 2027 and as much as 165% by the end of the decade, from the level seen in 2023.&nbsp; Due to higher processing workloads driven by AI, power density in data centers will increase to 176 kilowatts (KW) per square foot in 2027, up from 162 kW in 2023.The U.S. and China are currently the largest data center markets. The Trump administration has made no bones about its data center thrust to maintain pole position in the AI race. Last week, President Donald Trump signed an executive order establishing the “Genesis Mission,” a new endeavor to expand AI resources for scientific research. He is also considering an executive order to block state AI laws, signaling his intent to bring AI under the federal framework.In the U.S., natural gas (over 40%) is currently the most significant source of electricity for data centres, followed by renewables, primarily solar photovoltaic cells and wind (24%). Nuclear and coal power have shares of around 20% and 15%, respectively.&nbsp;<img src="https://news.stocktwits-cdn.com/IEA_energy_sources_png_837804de68.webp" alt="IEA-energy sources.png">Source: IEAData center needs have been a bane for consumers. Residential retail electricity prices in September were up 7.4% year over year, to about 18 cents per kilowatt hour,<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.eia.gov/electricity/monthly/update/end-use.php">&nbsp;according</a> to the Energy Information Administration (EIA). A May EIA report showed that electricity prices will likely outpace inflation at least through 2026, after tracking in line&nbsp;with inflation from 2013 to 2023.<h2 class="st-heading-2">Huang Sparks Fresh Nuclear Hype</h2>The Nvidia CEO comments bring the spotlight to nuclear energy stocks, both big and small. Among legacy utility companies, Constellation Energy (CEG), NextEra Energy (NEE), Entergy (ETR), Duke Energy (DUK) and Dominion Energy (D) are considered nuclear energy plays. Smaller&nbsp;players such as Oklo (OKLO) and NuScale Power (SMR) are also making all the right noises.Adjacent players such as Centrus Energy (LEU), which provides nuclear fuel and enrichment services, are also well positioned to capture a slice of this accelerating boom.Here’s how shares of these companies fared this year.<img src="https://news.stocktwits-cdn.com/Nuclear_energy_stocks_png_c8238c6104.webp" alt="Nuclear energy stocks.png">Source: KoyfinMost of these stocks have generated returns that align with or exceed the broader market, with some of the upside also driven by their defensive appeal amid an uncertain economic environment.&nbsp;Wedbush analyst Daniel Ives sees Oklo stock rising to $150 from sub-$100 levels, premised on his expectation that demand for new energy to power the AI revolution will explode in the coming years.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/capricor-s-red-hot-rally-has-wall-street-and-retail-hooked/cLILsdERES7">Capricor’s Red-Hot Rally Has Wall Street And Retail Hooked — And Fresh DMD Data Could Keep Fueling The Fire</a>

Cooling towers of a nuclear power plant in Oxford, UK.

Jensen Huang Thinks We’ll All Run Our Own Mini Nuclear Reactors In Our Backyards — What Today’s AI Power Crunch Really Looks Like

AI’s breakneck growth is colliding with an inconvenient truth: the world may not have enough power to fuel it, and Nvidia CEO Jensen Huang’s latest remarks have thrust the spotlight onto nuclear energy.

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AI’s breakneck growth is colliding with an inconvenient truth: the world may not have enough power to fuel it, and Nvidia CEO Jensen Huang’s latest remarks have thrust the spotlight onto nuclear energy.


Shares of Constellation Energy Corp (CEG) rebounded in Thursday's early premarket session after they fell 4.3% to $299.5 on Wednesday, dragged by a rating downgrade by Citi.&nbsp;The brokerage, however, raised the price target to $318 from $232.In a note released Wednesday, Citi lowered Constellation Energy’s rating to ‘neutral’ from ‘buy,’ citing the stock’s valuation. The firm noted that the stock has been rallying this year on the back of deal wins, including a recent power purchase agreement with Meta Platforms (META). The stock has gained nearly 34% year-to-date.On Tuesday, Meta signed a 20-year agreement with Constellation Energy to purchase approximately 1.1 gigawatts (GW) of nuclear power from the Clinton Clean Energy Center in Illinois, starting in June 2027. Based on Citi’s analysis, the Meta deal adds $12 per share of value to Constellation shareholders.The stock surged more than 12% in pre-market trade on Tuesday, but pared&nbsp;the&nbsp;gains to close 0.1% lower.In May, the company stated it is close to securing long-term customer&nbsp;agreements, adding that rising power demand supported the rationale behind its $16.4 billion acquisition of Calpine Energy&nbsp;announced in January.Citi believes much of the benefit from such agreements has already been priced into the stock.Despite the downgrade, retail sentiment on Stocktwits remained ‘extremely bullish,’&nbsp;accompanied by&nbsp;‘extremely high’ message volumes.<figure class="image"><img style="aspect-ratio:972/121;" src="https://news.stocktwits-cdn.com/Screenshot_2025_06_05_143948_png_0b52c8ef9f.webp" alt="Screenshot 2025-06-05 143948.png" width="972" height="121"><figcaption>CEG sentiment and message volume as of 5:42 a.m. ET, June 5 | source: Stocktwits</figcaption></figure>One user believes that the&nbsp;price targets of Wall Street firms&nbsp;could increase by 10 to 15% once the acquisition of Calpine Energy closes in the second half of the year.<stembedurl>https://stocktwits.com/V4villanova/message/616839685</stembedurl>Nuclear stocks rallied last month after U.S. President Donald Trump signed a series of executive orders to expand nuclear energy, including Nuclear Regulatory Commission (NRC) reforms, expedited reactor approvals, federal land access for uranium, and new reactor development support.In Thursday's early premarket session, <a href="https://stocktwits.com/symbol/CEG">Constellation Energy stock</a> is up 0.59% at $301.30.For updates and corrections, email newsroom[at]stocktwits[dot]comRead Next: <a href="https://stocktwits.com/news-articles/markets/equity/oklo-falls-for-fifth-straight-session/chkDakpRbDZ">Oklo Retailers Downbeat After Stock Extends Losses For 5 Straight Sessions</a>

Constellation Energy Plan To Restart Pennsylvania's Three Mile Island Nuclear Plant. (Photo by Chip Somodevilla/Getty Images)

Constellation Energy On Track To Rebound After Citi’s Downgrade Sends Stock Down By 4% Wednesday: Retail Retains Bullish Bias

Shares of Constellation Energy falls on Citi downgrade after significant rally this year

Shares of advanced nuclear technology company&nbsp;Oklo, Inc. (OKLO) fell for a fifth straight&nbsp;session as investors took profit on their recent gains.&nbsp;The stock had jumped 50% between May 21-28, buoyed by the Trump administration’s move to strengthen the domestic nuclear industry.Since then, the stock has shed over 11%.The weakness was also exacerbated by the company filing a prospectus with the SEC on Monday for offering up to $1 billion in an assortment of securities, including stock, preferred shares, debt warrants and units.According to the filing, the&nbsp;company plans to use&nbsp;the net proceeds for general corporate purposes, working capital and capital expenditures, and potential future investment.Retail sentiment on Stocktwits remained ‘bearish’ by late Wednesday, while the message volume was normal.&nbsp;<figure class="image"><img style="aspect-ratio:617/52;" src="https://news.stocktwits-cdn.com/Screenshot_2025_06_05_at_2_07_49_AM_png_7c3b391b32.webp" alt="Screenshot 2025-06-05 at 2.07.49 AM.png" width="617" height="52"><figcaption>OKLO sentiment and message volume as of 2:09 a.m. ET, June 5 | source: Stocktwits</figcaption></figure>One user urged investors to dump their long positions.<stembedurl>https://stocktwits.com/StockTraderLog/message/616839640</stembedurl>Another user voiced their apprehension over the company’s rising expenses and low cash from operations.<stembedurl>https://stocktwits.com/Strawinsky/message/616835780</stembedurl>Oklo is collaborating with the U.S. Nuclear Regulatory Commission (NRC) to prepare its license application for the development of advanced nuclear technology. It is developing a compact microreactor that requires significantly less space and uranium. The company aims to launch its first commercial power plant at Idaho National Laboratory by the end of 2027.Nuclear stocks saw a spike last month after U.S. President Donald Trump signed multiple executive orders aimed at expanding nuclear power, including reforms to the independent NRC, faster reactor approvals, access to federal lands for uranium production and enrichment, and support for new reactor construction.Year-to-date, the stock has surged over 131%.For updates and corrections, email newsroom[at]stocktwits[dot]com

Oklo Retailers Downbeat After Stock Extends Losses For 5 Straight Sessions

The weakness was also exacerbated by the company filing a prospectus with the SEC on Monday for offering up to $1 billion in an assortment of securities, including stock, preferred shares, debt warrants and units.

Shares of Santa Clara, California-based Oklo, Inc. (OKLO) fell in Tuesday's after-hours session after the company announced that OpenAI co-founder Sam Altman will step down as chairman of its board.Altman has functioned as the company's chair since 2015.In a statement, Oklo, which develops nuclear fission plants, acknowledged Altman's role in guiding the company since its inception and helping with execution.&nbsp;Jacob DeWitte, Oklo's co-founder and CEO, said, "Sam has been instrumental in shaping Oklo's trajectory since the inception of Oklo."DeWitte will take over as chairman and board member.Fellow co-founder Caroline Cochran said the company will continue with its mission of bringing scalable clean energy to the artificial intelligence (AI) sector and others.She also added that the company will continue exploring strategic partnerships with leading AI companies, potentially with OpenAI.Altman, the outgoing chairman, said he believed it was now the right time to step down as Oklo, under the leadership of DeWitte and Cochran, is well positioned to meet the growing demands of fission as an energy source for AI and other critical industries.On Stocktwits, retail sentiment toward Oklo stock turned to 'bullish' (66/100) by late Tuesday from 'bearish' a day ago, with the message volume rising to 'normal' levels.<figure class="image"><img style="aspect-ratio:636/137;" src="https://news.stocktwits-cdn.com/Screenshot_2025_04_23_at_1_22_58_AM_png_d60b94cd64.webp" alt="Screenshot 2025-04-23 at 1.22.58 AM.png" width="636" height="137"><figcaption>OKLO sentiment and message volume as of 1:23 a.m. ET, April 23 | source: Stocktwits</figcaption></figure>A watcher surmised that Altman's departure may not be negative for the company, given the opportunities for strategic alliances with AI companies.<stembedurl>https://stocktwits.com/Rogelytics/message/612392898</stembedurl>Another user slammed sellers of the stock, as they shared a Financial Times story that said Altman's stepping down had to do with avoiding conflict of interests as OpenAI negotiates an energy deal with Oklo.<stembedurl>https://stocktwits.com/Rogelytics/message/612392898</stembedurl><a href="https://stocktwits.com/symbol/OKLO">Oklo stock&nbsp;</a>ended Tuesday's session up 5.59% to $21.53, rebounding along with the broader market. In the after-hours, however, it shed nearly 3%.The stock has gained 1.4% this year.Oklo made its public debut through the Special Purpose Acquisition Company route, with its stock beginning to trade on the Nasdaq on Oct. 5, 2024.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/ex-japan-finance-minister-wants-trump-to-correct-his-misunderstanding/chQmm0bRbXv"> Ex-Japanese Finance Minister Wants Trump To Correct His 'Misunderstanding' Before Trade Talks: 'We Shouldn't Rush In'</a>

Oklo Stock Slips After Sam Altman Steps Down As Chair, But Retail Sentiment Flips To 'Bullish'

Co-founder Caroline Cochran said the company will continue with its mission of bringing scalable clean energy to the artificial intelligence (AI) sector and others.

Co-founder Caroline Cochran said the company will continue with its mission of bringing scalable clean energy to the artificial intelligence sector and others.


Eagle Nuclear Energy Corp. engages in uranium exploration and development with proprietary small modular reactor (SMR) technology to address structural supply challenges in the U.S. nuclear sector. It offers Uranium Resources and Proprietary Small Modular Reactor (SMR) Technology. The company was founded on September 19, 2025 and is headquartered in Dallas, TX.

Eagle Nuclear Energy Corp.

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