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Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo is trending due to excitement around its potential to power AI data centers with its nuclear reactors, although it is still pre-revenue. The community is debating its high valuation and future prospects, with some calling it the ultimate AI power play and others warning of a potential bubble. Discussions also include comparisons to other energy and tech companies, with focus on upcoming milestones.

AGM Group Holdings, Inc. is a technology company, which engages in the provision of financial solutions. It focuses on the research and development of blockchain-oriented ASIC chip, production of encryption mining machines, and financial technology software services. Its products and services include technology hardware research and development, and assembling and sales of technology hardware. The company was founded by Zhen Tao Jiang and Wen Jie Tang on April 27, 2015 and is headquartered in Hong Kong.

AGM Group Holdings Inc - Ordinary Shares - Class A

AGMH is trending due to a significant surge, reportedly fueled by a previously announced deal sparking renewed interest and momentum. Community members are actively discussing potential price targets and whether the stock will continue its run, drawing comparisons to other high-flying stocks. The stock's low float and high short interest are also key talking points, with many anticipating a short squeeze.

Archer Aviation, Inc. engages in the development of electric vertical take-off and landing (eVTOL) aircraft. The company was founded by Brett Adcock and Adam Goldstein on October 16, 2018, and is headquartered in San Jose, CA.

Archer Aviation Inc - Ordinary Shares - Class A

Archer Aviation Inc

Archer Aviation ($ACHR) is trending as the eVTOL sector gains momentum, fueled by potential participation in a White House pilot program. The community is closely watching for a breakout above the $10 mark, anticipating a significant run, while also speculating about upcoming news regarding defense contracts and FAA certification. Bullish sentiment is strong, with many seeing $ACHR as undervalued compared to its peers.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigetti Computing is trending due to a recent Air Force contract, sparking excitement about the company's role in advancing quantum networking. Community members are actively discussing the potential for a short squeeze and comparing RGTI to other quantum computing stocks like IONQ and QBTS, while also debating its valuation relative to revenue.

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's stock is trending amid the iPhone 17 release, with discussions around strong demand, especially in Asian markets, and JPMorgan raising its price target. The community is weighing positive sales data against concerns about scratches on new models and whether the stock can break through resistance levels. Bullish sentiment is fueled by expectations of increased product lines and US manufacturing, while some traders remain cautious, citing historical patterns and potential market corrections.

BigBear.ai Holdings, Inc. engages in data-driven decision dominance and advanced analytics that provide its customers with a competitive advantage in a world driven by data that is growing in terms of volume, variety, and velocity. The firm operationalizes artificial intelligence and machine learning at scale through its end-to-end data analytics platform. It deploys its observe, orient and dominate products to customers throughout the defense, intelligence, and commercial markets. The company was founded in 2020 and is headquartered in McLean, VA.

BigBear.ai Holdings Inc

BigBear.ai ($BBAI) is trending as the stock price rallies, potentially fueled by short covering, according to community members. Discussions revolve around the company's prospects in AI and national security, with some investors highlighting potential government contracts and comparing it to Palantir. The community is closely watching resistance levels and expressing bullish sentiment, hoping for further upward momentum.

Quantum Computing, Inc. engages in developing novel algorithms and solutions utilizing quantum and quantum-inspired computing to solve difficult problems in various industries. It leverages its expertise in finance, computing, security, mathematics, and physics to develop commercial applications for the financial, security, and government sectors. The company was founded on July 25, 2001 and is headquartered in Hoboken, NJ.

Quantum Computing Inc

QUBT is trending as the quantum computing sector heats up, sparking debates about the stock's valuation amid breakout potential. Community discussions revolve around QUBT's future prospects and whether current momentum can be sustained, with some cautioning against overvaluation.

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 following an analyst upgrade citing the company's potential in "physical AI," despite some concerns around executive departures. Community discussions revolve around whether the stock can maintain its momentum, particularly given the approaching end of EV tax credits and the overall market conditions. Some traders are eyeing specific price levels, debating the potential for both bullish breakouts and bearish reversals.

$WAGMI is a community-driven meme token built on the Solana blockchain, designed to bring positivity, unity, and humor into the crypto space. The project encourages community engagement through memes, social interaction, and token-based activities. It leverages Solana’s fast and low-cost infrastructure to allow for smooth on-chain interactions, such as token transfers, community games, and NFT integration. The goal is to foster a fun, inclusive ecosystem where holders feel they are part of a larger movement – "We Are Gonna Make It."

WAGMI

$WAGMI.X is trending as the community rallies around its positive message and new branding, viewing it as more than just a meme token but a cultural movement. With a strong community and a resilient floor, many believe $WAGMI.X is positioned for significant growth during the upcoming meme season on Solana. The community emphasizes its commitment to longevity and building a lasting presence in the crypto space.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is trending amid discussions about mRNA vaccine safety and potential market shifts, particularly following an ACIP meeting where mRNA vaccines faced scrutiny. The community is actively debating the implications of these discussions and whether Novavax, as a non-mRNA alternative, will benefit. Additionally, Sanofi's commercialization efforts for Nuvaxovid are being closely watched for their impact on Novavax's market presence.

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 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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$ASST Assuming Strive (ASST) was the whale buyer (HUGE ASSUMPTION…HUGE), the numbers line up pretty squarely: 
 
On Aug 22, 2025, they acquired 69 BTC at $65K/BTC for $4.485M, now worth $7.659M at $111K/BTC — a 71% gain. 
 
On Sept 16, a $680M buy at $111K/BTC equals 6,126 BTC, bringing total confirmed holdings to 6,195 BTC. 
 
Combined cost basis: $684.485M, current value: $687.659M, average cost: $110,530/BTC, unrealized gain: $3.174M (0.46%). 
 
The Block’s screenshot shows 6,944 BTC worth $798.95M. That figure may include BTC exposure from Section 351 tax-free swaps — and here’s the kicker: 
 
Millennium’s 6% stake (22.42M shares) could’ve been issued for $83.1M in BTC equivalents, matching the 749 BTC gap exactly. 
 
That would round Strive’s real 6,195 BTC up to 6,944 BTC, creating total exposure of $770.8M at $111K, or $798.95M at $115,047/BTC — dead-on with the screenshot. 
 
JMO - All Suposition until filings!

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$ASST  cant wait for them to drop the pr on how much btc they own. 

Oh guess what 6,944. Btc 

https://www.theblock.co/treasuries

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 Assuming Strive (ASST) was the whale buyer (HUGE ASSUMPTION…HUGE), the numbers line up pretty squarely: 
 
On Aug 22, 2025, they acquired 69 BTC at $65K/BTC for $4.485M, now worth $7.659M at $111K/BTC — a 71% gain. 
 
On Sept 16, a $680M buy at $111K/BTC equals 6,126 BTC, bringing total confirmed holdings to 6,195 BTC. 
 
Combined cost basis: $684.485M, current value: $687.659M, average cost: $110,530/BTC, unrealized gain: $3.174M (0.46%). 
 
The Block’s screenshot shows 6,944 BTC worth $798.95M. That figure may include BTC exposure from Section 351 tax-free swaps — and here’s the kicker: 
 
Millennium’s 6% stake (22.42M shares) could’ve been issued for $83.1M in BTC equivalents, matching the 749 BTC gap exactly. 
 
That would round Strive’s real 6,195 BTC up to 6,944 BTC, creating total exposure of $770.8M at $111K, or $798.95M at $115,047/BTC — dead-on with the screenshot. 
 
JMO - All Suposition until filings!

Odin

@Cbtank663 this website tracks the blockchain. The blockchain doesnt lie. This is whats showing in there wallet.

cloud_walker710

 this website tracks the blockchain. The blockchain doesnt lie. This is whats showing in there wallet.

Jack

Adam B

@Cbtank663 Big thanks for all your updates during this crazy week. 🫶

 Big thanks for all your updates during this crazy week. 🫶

jamn

@Paciorr Tis a dangerous path to be a Viking!!!

@Cbtank663 The question is just how good the deal is that they got, I expect it might be sweeter than anyone expects :) they have been working this for months in the background

 The question is just how good the deal is that they got, I expect it might be sweeter than anyone expects :) they have been working this for months in the background

Moo RX

@Cbtank663 Your analytical skills are awesome, just beautiful.

 Your analytical skills are awesome, just beautiful.

@Cbtank663 wow trash mnav, ill stick with MSTR. thanks for doing this legwork, you saved me some money

 wow trash mnav, ill stick with MSTR. thanks for doing this legwork, you saved me some money

Bubbi

@CooterMcgavin Yeah I think your calcs are way off!!!

@Cbtank663 Whats their market cap? Im seeing 2.4B from schwab... They hold only 700M Bitcoin thats a price to nav of 3.4 (mnav).... MSTR for comparison has a 1.5 mNAV. 
 
That is of course I am wrong about the market cap, I didnt read the S-1

 Whats their market cap? Im seeing 2.4B from schwab... They hold only 700M Bitcoin thats a price to nav of 3.4 (mnav).... MSTR for comparison has a 1.5 mNAV. 
 
That is of course I am wrong about the market cap, I didnt read the S-1

@CooterMcgavin I would use their tradable MC

@Cbtank663 Why though? I am a value investor, I dont really care about liquidity/ how many shares are locked up. Im not looking for squeezes, im looking for long term investments

 Why though? I am a value investor, I dont really care about liquidity/ how many shares are locked up. Im not looking for squeezes, im looking for long term investments

@CooterMcgavin When you’re trading a NAV gap squeeze, you usually base the NAV multiple on the tradable market cap — price × currently outstanding, freely trading shares — because that’s the capital base the market is actually valuing and the shorts are fighting over right now.  
 
Fully diluted market cap bakes in shares from options, warrants, convertibles, or PIPEs that may be locked, restricted, or contingent, which don’t impact today’s float, can’t be borrowed, and don’t affect immediate supply‑demand mechanics. Using tradable MC keeps the NAV ratio a real‑time measure of mispricing in the active float, whereas FDV is a long‑term valuation metric for when all potential dilution is live in the market. 
 
Just my view

 When you’re trading a NAV gap squeeze, you usually base the NAV multiple on the tradable market cap — price × currently outstanding, freely trading shares — because that’s the capital base the market is actually valuing and the shorts are fighting over right now.  
 
Fully diluted market cap bakes in shares from options, warrants, convertibles, or PIPEs that may be locked, restricted, or contingent, which don’t impact today’s float, can’t be borrowed, and don’t affect immediate supply‑demand mechanics. Using tradable MC keeps the NAV ratio a real‑time measure of mispricing in the active float, whereas FDV is a long‑term valuation metric for when all potential dilution is live in the market. 
 
Just my view

@Cbtank663 Yeah thats a good point, I know Asst has a lot of warrants up in the 12 - 15 dollar range so that could give a pretty big runway. 
 
Ok I&#39;ll read thru all the filings and reconsider

 Yeah thats a good point, I know Asst has a lot of warrants up in the 12 - 15 dollar range so that could give a pretty big runway. 
 
Ok I'll read thru all the filings and reconsider

@Cbtank663 thank you for your hard work brotha