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Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is experiencing strong bullish momentum as traders anticipate a potential surge toward the 80,000 level, fueled by optimism surrounding Treasury bond intervention and expectations of a broader crypto bull cycle. The community remains highly focused on short-squeeze dynamics and the potential for regulatory developments to sustain current price action.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidia is trending as investors weigh reported hardware price hikes and circular financing concerns against massive expectations for its upcoming earnings report. The community remains sharply divided, with some bulls viewing the price power as proof of relentless demand, while skeptics warn of potential market manipulation and unsustainable AI hype.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MSTR is trending as investors react to the company's newly created $1.59 billion USD cash pool and its ongoing Bitcoin treasury strategy, with the community actively debating whether the stock's recent dilution is hindering its price recovery compared to Bitcoin's rally. The sentiment remains polarized, with bullish retail traders expecting a short squeeze to follow Bitcoin's momentum, while skeptics point to NAV decay and share issuance as ongoing headwinds.

XPeng, Inc. engages in the design, development, manufacture, and marketing of smart electric vehicles. Its products are environmentally friendly vehicles, namely an SUV (the G3) and a four-door sports sedan (the P7). It also provides a range of services to the clients, including supercharging service, maintenance service, ride-hailing service and vehicle leasing service. The company was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

XPeng Inc - ADR

XPeng stock is trending following its recent report of strong delivery growth and the upcoming global launch of its MONA L03 model, with community sentiment divided between excitement over its robotics and AI-driven potential and frustration over ongoing downward price pressure. Investors are actively discussing the company's $900 million capital raise for its robotics subsidiary, viewing it as a strategic move to validate the brand's long-term technology roadmap while balancing its core automotive business.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is trending as investors anticipate regulatory updates following the recent PDUFA date, with community focus centering on the company's BLA amendment and a potential pivot toward a refined indication for upper-limb function. While sentiment is divided, many bulls are encouraged by the potential for an extension and the reliance on 24-month HOPE-3 data to support a path to approval.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

BitMine Immersion Technologies is rallying as investors express optimism over the company's aggressive Ethereum treasury strategy and its proximity to a five-percent ownership target, though community discourse remains polarized regarding management's history of share dilution. Traders are closely monitoring the stock's sensitivity to broader crypto-market conditions and its potential for a squeeze as sentiment turns increasingly bullish.

CF Acquisition Corp. VI operates as a blank check company. It focuses on the search of companies in the financial services, healthcare, real estate services, technology and software industries. The company was founded on April 17, 2020 and is headquartered in New York, NY.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

Rumble is trending as the market reacts to a landmark 6-year, $13.7 billion GPU services agreement, which the community is interpreting as a major validation of its AI infrastructure pivot. Investors are actively discussing the potential for non-dilutive financing and debating whether the undisclosed customer could be the U.S. government, while many are focused on the stock's significant short interest and the potential for a massive short squeeze.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

Strive Inc. is seeing increased investor interest as the community rallies around the stock's Bitcoin-heavy balance sheet and potential for a short squeeze amid positive momentum in the broader crypto market. Investors are closely monitoring the company's treasury management strategy and aggressive acquisition of Bitcoin as they anticipate a broader upward trend in digital assets.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

Sellas Life Sciences is trending as investors monitor the upcoming 80th clinical event from the REGAL Phase 3 trial, driving significant short-covering and speculation regarding a potential buyout. The community is actively debating the trial's credibility, the therapeutic potential of its AML treatment, and its strategic value to major pharmaceutical companies.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is trending due to investor frustration over a persistent downward price trend and lack of immediate stock appreciation, despite active community discussions surrounding recent QNX autonomous driving partnerships and future revenue growth potential. While some retail shareholders are calling for management changes and expressing skepticism over product launch timelines, others are viewing the current price dip as an accumulation opportunity based on the company's evolving technological footprint in physical AI and automotive software.

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$SPY $BTC.X  $SMH $QQQ 
One thing I&#39;ve noticed about this &quot;AI bubble&quot; is that bullish investor sentiment has remained very subdued. 

And on a personal level I haven&#39;t gotten my usual texts about it like I have in past bubbles. And when I&#39;m at a social event not a word about AI stocks either. 

This is very different from 2020/2021 and the past crypto bull cycles where you couldn&#39;t avoid discussing it. 🤷‍♂️

Kevin Carrillo

Brian P.

Matija Kraševec

Stocktwits

good points below from @G_R_ 

here is mark pinkus an internet 2.0 billionaire and 1.0 bubble investors explaining the big difference. 

mark and I have seen it all and this ai boom/bubble has new investor sentiment twists 

https://x.com/sourceryy/status/2083716409478009135?s=20

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VanEck Semiconductor ETF

 
One thing I've noticed about this "AI bubble" is that bullish investor sentiment has remained very subdued. 

And on a personal level I haven't gotten my usual texts about it like I have in past bubbles. And when I'm at a social event not a word about AI stocks either. 

This is very different from 2020/2021 and the past crypto bull cycles where you couldn't avoid discussing it. 🤷‍♂️