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Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets, Data Centers, and Treasury and Corporate. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The Treasury and Corporate segment includes the company’s proprietary trading and mining activities, as well as the company’s principal investments and related gains and losses. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is trending as investors aggressively debate the company's dual focus on crypto-financial services and its expanding AI-linked data center infrastructure at the Helios campus. The community is actively tracking potential lease announcements for the remaining capacity at Helios while voicing frustration over the company's performance compared to broader AI and data center sector gains.

EchoStar Corp. engages in the design, development, and distribution of digital set-top boxes and products for direct-to-home satellite service providers. It operates through the following business segments: Pay-TV, Retail Wireless, and Broadband and Satellite Services. The Pay-TV segment business strategy is to be the best provider of video services in the United States by providing products with the best technology, outstanding customer service, and great value. The Retail Wireless segment offers Retail Wireless services as well as a competitive portfolio of wireless devices. The Broadband and Satellite Services segment business strategy is to maintain and improve leadership position and competitive advantage through development of technologies and services marketed to selected sectors within the consumer, enterprise and government markets globally. The company was founded by Charlie William Ergen, Candy Ergen, and James DeFranco in 1980 and is headquartered in Englewood, CO.

EchoStar Corp - Ordinary Shares - Class A

EchoStar Corp

EchoStar Corp is drawing intense investor focus as a primary public-market proxy for SpaceX, driven by anticipation surrounding a potential IPO and the company's substantial equity stake. The community is actively debating the stock's valuation, short interest, and the impact of spectrum deals, with many traders positioning themselves for volatility ahead of upcoming catalysts.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is capturing market attention as tech giants explore the company as a potential backup foundry for AI chip production, fueling a debate between long-term investors focused on strategic foundry growth and skeptics worried about near-term execution and market-wide volatility. The community is actively weighing these partnership rumors against broader semiconductor sector pressures, with some viewing the pullback as a buying opportunity while others express caution amid high-volatility trading.

The Campbell's Co. engages in the business of manufacturing and marketing food and beverage products. It operates under the Meals and Beverages, and Snacks segments. The Meals and Beverages segment includes soup, meals, and beverage products in retail and foodservice. The Snacks segment offers cookies, crackers, bakery, and frozen products. The company was founded by Joseph Campbell and Abraham Anderson in 1869 and is headquartered in Camden, NJ.

Campbells Co (The)

Campbell Soup Co.

Campbell Soup is attracting attention as it is removed from the S&P 500 while investors closely monitor its dividend sustainability and potential for a turnaround after recent earnings. The community is actively debating the stock's defensive value at multi-year lows, with many seeing it as a potential long-term play or a buyout candidate despite ongoing headwinds from weak consumer demand and sector-wide pressures.

Nurix Therapeutics, Inc. is a clinical stage biopharmaceutical company. It engages in the business of discovering, developing, and commercializing innovative small molecules and antibody therapies based on the modulation of cellular protein levels as a novel treatment approach for cancer, inflammatory conditions, and other challenging diseases. The company was founded by John Kuriyan, Michael Rapé, and Arthur Weiss in 2009 and is headquartered in Brisbane, CA.

Nurix Therapeutics Inc

Nurix Therapeutics is trending after announcing a global collaboration with Roche to develop and commercialize their BTK degrader, bexobrutideg. Investors and community members are actively debating the deal's significant upfront payment relative to the company's market cap, while others are closely watching the short interest and potential for a squeeze.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly is trending as investors react to positive Phase 3 clinical data for retatrutide, which demonstrated significant weight loss and health improvements, reinforcing the company's competitive edge in the GLP-1 sector. Community members are actively debating the long-term growth potential and pipeline strength of Eli Lilly compared to peers like Novo Nordisk, while monitoring potential catalysts ahead of upcoming medical conferences.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Corning is trending after securing a multiyear partnership with NVIDIA to dramatically scale U.S. manufacturing of optical connectivity for AI data centers. Community discussion is focused on the stock's role as a critical 'picks and shovels' infrastructure play, with many investors debating its long-term potential as a data center backbone while others monitor volatility following a recent surge.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs is currently driving heavy community discussion due to speculative momentum surrounding a potential partnership with POSCO and a general recovery in steel pricing. Investors are closely monitoring volume and price action for signals of a short squeeze, while traders weigh the impact of domestic tariffs and infrastructure demand against ongoing concerns regarding debt levels and management.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending as investors digest a massive upsized capital raise of over $84 billion to accelerate AI infrastructure and compute capacity, a move drawing both scrutiny regarding shareholder dilution and strategic praise due to backing from Berkshire Hathaway. While some in the community express skepticism over aggressive AI spending and potential earnings pressure, others view the deal as a vital, long-term defensive play to secure a dominant position in the evolving AI ecosystem.

ProShares Trust - ProShares UltraPro QQQ 3x Shares

ProShares UltraPro QQQ

TQQQ is currently experiencing heightened volatility as investors weigh the impacts of rising treasury yields and shifting geopolitical tensions in the Middle East against a broader bullish sentiment surrounding AI infrastructure demand. The community is actively debating the sustainability of the current tech rally while monitoring key technical support levels and awaiting pivotal economic data that could determine the near-term direction for leveraged ETFs.

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The Illusive Man

@Farmersattic Natural gas is the primary source of energy that&#39;s going to power these data centers in the short term until other energy sources take over.  
 
https://www.iea.org/reports/energy-and-ai/energy-supply-for-ai (source for the image) 
 
 
Check out this article that came out two days ago  
https://www.businessinsider.com/ai-data-center-energy-natural-gas-renewables-environment-2026-4 
 
or this one from February https://www.marketplace.org/story/2026/02/04/more-data-centers-plan-to-build-their-own-natural-gas-plants-for-power 
 
from the article - &quot;Big Tech is spending hundreds of billions of dollars to build out the infrastructure of AI, and they want it up and running as soon as possible. Natural gas has been one of the only solutions for that in the near term, said Andy Cvengros, who follows data center development for commercial real estate firm JLL.&quot;

Energy and AI - Analysis and key findings. A report by the International Energy Agency.

Energy supply for AI - Energy and AI - Analysis - IEA

AI companies are in a race to secure energy for their data centers. They are finding that natural gas is the easiest solution, if not the cleanest.