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IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN Limited is experiencing intense market volatility driven by a strategic partnership with NVIDIA to deploy five gigawatts of AI infrastructure and a concurrent NVIDIA warrant agreement, which has overshadowed the company's mixed earnings report. While the community is actively debating the stock's future as an AI infrastructure powerhouse versus the potential for share dilution and the sustainability of the valuation, sentiment remains polarized between those anticipating a major breakout and those questioning the transparency of the earnings release.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is trending as investors react to a polarizing earnings report that featured record-breaking revenue and a massive surge in contracted backlog, contrasted against concerns over aggressive capital expenditures and widening losses. The community is sharply divided, with some viewing the intensive spending as essential for scaling AI infrastructure, while others worry the capital-heavy business model is unsustainable and vulnerable to a broader market correction.

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 due to the company launching a legal challenge against its commercial partner, NS Pharma, to gain full control over the distribution of its DMD therapy. While the move has introduced short-term volatility and concerns about potential launch timelines, the investor community is actively discussing this as a strategic 'chess move' to remove an underperforming partner and position the company for a more lucrative distribution arrangement or acquisition ahead of its upcoming PDUFA date.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is trending as investors react to the company's decision to slash its workforce by 14% to optimize operations for the AI era and manage market volatility ahead of upcoming earnings. Community sentiment is deeply divided, with bulls pointing to the potential impact of the Clarity Act and institutional crypto adoption as catalysts for a structural rebound, while bears remain focused on the company's transition to leaner operations and competitive pressures.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk is currently facing intense selling pressure and market skepticism as investors react to a revenue guidance miss and broader concerns over slowing growth. The community remains deeply divided, with some investors pointing to recent executive turnover and perceived management struggles, while others look to potential institutional buying and sector-wide volatility as reasons to hold or buy the dip.

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

Opendoor Technologies is the center of intense debate as investors weigh improved unit economics and a shift toward EBITDA profitability against concerns over a challenging housing macro-environment. The community is heavily focused on potential volatility surrounding the company's latest earnings report, with sentiment split between believers in a long-term turnaround and skeptics bracing for a downward move.

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Market participants are currently fixated on escalating geopolitical tensions between the U.S. and Iran, with community sentiment deeply divided over the reliability of official ceasefire claims versus ongoing reports of military conflict. The trending conversation is fueled by a mix of skepticism toward market manipulation and policy transparency, as traders debate whether current price action reflects genuine economic resilience or artificial support driven by political rhetoric.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is facing intense scrutiny from the investor community as shareholders demand proof of revenue scale and contract execution following a decline in share price. Community discourse is currently split between frustrated traders highlighting broken communication and management skepticism, and long-term believers who are closely monitoring the upcoming earnings call for evidence that the company's maritime drone and manufacturing investments are finally converting into concrete financial results.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is currently in focus as investors anticipate its upcoming earnings report, with community sentiment driven by a record-breaking backlog and expanding defense partnerships like the new contract with Anduril. Traders are actively debating the company's trajectory and vertical integration strategy while closely monitoring key technical resistance levels ahead of the expected volatility.

Fastly, Inc. provides real-time content delivery network services. It offers edge compute, edge delivery, edge security, edge applications like load balancing and image optimization, video on demand, and managed edge delivery. The company was founded by Artur Bergman, Tyler McMullen, Simon Wistow, and Gil Penchina in March 2011 and is headquartered in San Francisco, CA.

Fastly Inc - Ordinary Shares - Class A

Fastly Inc

Fastly is experiencing extreme volatility and a sharp sell-off following quarterly results, where investors are reacting negatively to guidance despite the company reporting record revenue and earnings beats. The community is actively debating whether this decline represents a buying opportunity for a long-term AI-driven growth play or a structural reset as the market punishes software companies that fail to show accelerating momentum.

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AI compute demand keeps compounding — no visible ceiling in sight. 
 
👉Click to view @NasdaqPulse  for timely updates amid the volatility. 
 
But supply is concentrated in a very tight cluster of winners. 
 
Hyperscalers / CSPs: $GOOGL $AMZN MSFT META BABA ORCL are the foundational layer, owning global AI infrastructure spend. 
 
Neocloud disruption: $NBIS CRWV WYFI are emerging as flexible capacity providers riding hyperscaler overflow demand. 
 
High-performance compute + energy-backed infra: $IREN HUT DGXX WULF APLD CORZ SLNH GLXY RIOT CIFR MARA CLSK BTDR HIVE — essentially the physical backbone of AI scaling. 
 
This isn’t just “AI stocks.” It’s a capacity war: compute, power, and data center throughput. 
 
Flow keeps rotating into whoever can actually deliver GPU hours. 
 
Trend remains intact until supply catches demand — and we’re nowhere close.

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Alphabet Inc Class A

Amazon.com Inc

Nebius Group N.V. 

AI compute demand keeps compounding — no visible ceiling in sight. 
 
👉Click to view 

  for timely updates amid the volatility. 
 
But supply is concentrated in a very tight cluster of winners. 
 
Hyperscalers / CSPs: 

 MSFT META BABA ORCL are the foundational layer, owning global AI infrastructure spend. 
 
Neocloud disruption: 

 CRWV WYFI are emerging as flexible capacity providers riding hyperscaler overflow demand. 
 
High-performance compute + energy-backed infra: 

 HUT DGXX WULF APLD CORZ SLNH GLXY RIOT CIFR MARA CLSK BTDR HIVE — essentially the physical backbone of AI scaling. 
 
This isn’t just “AI stocks.” It’s a capacity war: compute, power, and data center throughput. 
 
Flow keeps rotating into whoever can actually deliver GPU hours. 
 
Trend remains intact until supply catches demand — and we’re nowhere close.