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SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is trending after Jim Cramer's bullish comments ignited community debate on a potential rebound. Investors are also keenly watching for March 1st, when CEO Noto's share buying restriction lifts, as discussions continue around S&P 500 inclusion and the stock's recent decline despite strong fundamentals.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio (IBRX) is soaring after Dr. Patrick Soon-Shiong's compelling presentation underscored Anktiva's cancer-curing potential, fueling fervent community discussion about an impending short squeeze and speculation regarding a supportive mention during the State of the Union address.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group is trending due to a mixed Q4 earnings report showing a revenue beat but significant losses and ongoing cash burn, compounded by recent workforce reductions and persistent dilution concerns. The community is sharply divided, with many questioning the company's long-term viability and leadership, while others highlight revenue growth and institutional investment as reasons for optimism.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is trending due to its advanced GaN and SiC power platforms, which are considered crucial for next-gen AI data centers and grid infrastructure, leading to optimism about potential 'generational gains' from hyperscaler engagements. However, the community is actively debating the high valuation and the urgent need for definitive, revenue-generating contracts to materialize from these promising evaluations.

Workday, Inc. engages in the provision of development of enterprise cloud applications for finance and human resources. It delivers financial management, human capital management and analytics applications designed for companies, educational institutions, and government agencies. The company was founded by David A. Duffield and Aneel Bhusri in 2005 and is headquartered in Pleasanton, CA.

Workday Inc - Ordinary Shares - Class A

Workday Inc

Workday is trending after its latest earnings report, which, despite a beat on Q4 estimates, disappointed investors with weaker-than-expected subscription revenue guidance for the upcoming fiscal year. This fuels community speculation about decelerating growth in the broader enterprise software sector and the potential disruptive influence of AI on established SaaS models.

MercadoLibre, Inc. engages in the development of an online commerce platform with a focus on e-commerce and related services. It operates through the following geographical segments: Brazil, Argentina, Mexico, and Other Countries. The Other Countries segment refers to Chile, Colombia, Costa Rica, Dominican Republic, Ecuador, Panama, Peru, Bolivia, Honduras, Nicaragua, El Salvador, Guatemala, Paraguay, Uruguay, and the United States of America. Its products provide a mechanism for buying, selling, and paying as well as collecting, generating leads, and comparing lists through e-commerce transactions. The company was founded by Marcos Eduardo Galperin on October 15, 1999 and is headquartered in Montevideo, Uruguay.

MercadoLibre Inc

MercadoLibre is trending after its latest earnings report, which showed robust revenue growth but also compressed margins due to heavy investments and strong competition from rivals like Amazon in Latin America, fueling a sharp community debate between short-term profitability concerns and long-term market dominance.

Cava Group, Inc. is a holding company, which engages in the category-defining Mediterranean fast-casual restaurant brand, bringing together healthful food and bold, satisfying flavors at scale. It operates through the following segments: CAVA and CAVA Foods. The CAVA segment includes the operations of all company-owned CAVA restaurants. The CAVA Foods segment includes the production of dips and spreads used in CAVA restaurants as well as sales from the consumer-packaged goods (CPG) business. The company was founded by Brett Schulman, Ike Grigoropoulus, Dimitri Moshovitis, and Theodore Xenohristos in 2010 and is headquartered in Washington, DC.

Cava Group Inc

CAVA Group Inc

CAVA is trending after its Q4 earnings surpassed expectations, showcasing robust revenue growth and continued restaurant expansion, signaling strong performance despite a challenging economic environment. This has ignited a debate among investors, with bulls emphasizing its growth trajectory and appeal over competitors, while bears warn of its high valuation and margin pressures.

HP Inc. is an information technology company, which engages in the provision of personal computing and other access devices, imaging and printing products, and related technologies, solutions, and services. It operates through the following segments: Personal Systems, Printing, and Corporate Investments. The Personal Systems segment offers commercial and consumer desktop and notebook personal computers, workstations, thin clients, commercial tablets and mobility devices, retail point-of-sale systems, displays and other related accessories, software, support, and services for the commercial and consumer markets. The Printing segment provides consumer and commercial printer hardware, supplies, solutions and services, and scanning devices. The Corporate Investments segment includes HP Labs and certain business incubation projects. The company was founded by William R. Hewlett and David Packard in 1939 and is headquartered in Palo Alto, CA.

HP Inc

HP Inc. is trending as its recent Q1 earnings, which saw a revenue and EPS beat alongside an "AI PC boom," are overshadowed by a cautious Q2 and full-year profit outlook, with the community actively debating significant cost pressures from memory chip shortages and tariffs against the company's attractive valuation and dividend.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with Mobility Drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, or taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting Carriers with Shippers on its platform, and gives Carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Uber is trending as it expands its "Amazon of transportation" vision by acquiring parking app SpotHero and making significant investments in autonomous vehicle infrastructure and partnerships globally. While strong user growth and a CFO share purchase signal confidence, the community remains divided over the stock's valuation and the long-term implications of its asset-heavy AV pivot amid ongoing legal and competitive pressures.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is trending after reporting its 18th consecutive beat-and-raise earnings, featuring positive GAAP net income and robust revenue guidance, which has the community excited about its AI-driven platform and proprietary dataset. While many celebrate its reported market share gains against competitors, there's shared frustration that broader software sector headwinds are dampening the stock's immediate price action.

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<ul class="summary-bullets"><li>Solana co-founder Anatoly Yakovenko wrote on Saturday that “bubbles are mathematically impossible,” referencing NVIDIA’s H200 GPU trading at $40,000, to describe price behavior in emerging technologies.</li><li>His post closely mirrored John McAfee’s December 2017 Bitcoin post, made weeks before Bitcoin peaked near $20,000 and entered a prolonged downturn.</li><li>Yakovenko’s post comes as crypto markets remain elevated, with Solana (SOL) trading near recent highs.</li></ul>Solana co-founder Anatoly Yakovenko revived a phrase from John McAfee’s 2017 Bitcoin post, writing on X that “bubbles are mathematically impossible in this new paradigm,” on Saturday.Referring to <a href="https://stocktwits.com/symbol/NVDA">NVIDIA’s (NVDA) </a>H200 GPU, Yakovenko&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/toly/status/2022708964069380219">wrote</a> that, “H200 now at $40,000.00.” He further added that “Those of you in the old school [who] believe this is a bubble simply have not understood the new mathematics of the Boltzmann distribution… Bubbles are mathematically impossible in this new paradigm.”&nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/toly/status/2022708964069380219" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_15_at_4_05_01_AM_png_841910eeb3.webp" alt="Screenshot 2026-02-15 at 4.05.01 AM.png" width="1070" height="1338"></a><figcaption>Solana co-founder on Nvidia's H200 GPU. Source: <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/toly">@toly</a>/x</figcaption></figure>The Boltzmann distribution, a concept from statistical mechanics, describes how energy is distributed across states in a system, and Yakovenko referred to it to suggest that price dynamics in emerging technologies follow new mathematical patterns rather than traditional bubble cycles.<a href="https://stocktwits.com/coins/solana">Solana (SOL)</a> was trading at $89.81, up by 5.8% over 24 hours. On Stockwits, the retail sentiment around SOL remained in the ‘bearish’ territory, as chatter levels around it improved from ‘high’ to ‘normal’ over the past day.&nbsp;<h2 class="st-heading-2">Echoes Of McAfee’s 2017 Bitcoin Call</h2>The phrasing mirrors a late 2017 post by John McAfee, cybersecurity legend and the innovator of the McAfee antivirus for computers. Back then, he wrote that&nbsp; “Bitcoin [is] now at $16,600.00… Bubbles are mathematically impossible in this new paradigm.” Bitcoin peaked near $20,000 later that month before entering a prolonged downturn in 2018. Interestingly, McAfee also believed that by 2020, Bitcoin would reach $2 million, citing mathematical principles.Today, Bitcoin is one of the most valuable digital assets. In October 2025, 9 years after McAfee’s post, Bitcoin (BTC) hit its all-time high at $126,080, 87% higher than the value during the original post.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin (BTC)</a> was trading at $70,308, up by 2.1% over 24 hours. On Stockwits, the retail sentiment around BTC remained in the ‘neutral’ territory, as chatter levels around it declined from ‘normal’ to ‘low’ over the past day.&nbsp;The H200 GPU is part of Nvidia's next-generation AI accelerator lineup, a successor to the H100. The chip is optimized for generative AI and high-performance computing tasks and has been deployed by major cloud providers amid continued investment in AI data center infrastructure.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/clarity-act-is-trojan-horse-for-crypto-reddit-trader-warns/cZRJUDlR4tM">‘Trojan Horse For Crypto’: Reddit Trader Warns CLARITY Act Hands Market Control To Banks</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

The Nvidia logo and lettering can be seen on a stele in Munich. (Photo: Matthias Balk via Getty Images)

Solana Co-Founder Revives McAfee’s ‘No Bubble’ Bitcoin Call, Points To NVIDIA’s H200 GPU

Solana co-founder Anatoly Yakovenko repeated John McAfee’s 2017 claim on Nvidia’s H200 GPU, the H100 successor, which was rolled out in 2023 to power next-gen AI data centers.

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