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Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceX is currently trending as investors debate whether the stock is undergoing a correction to fair value or offering a buying opportunity following a volatile post-IPO stretch. The community remains deeply divided, with many retail participants expressing frustration over lock-up expirations and recent bond offerings, while others closely watch key support levels and new AI compute contracts for potential signs of stabilization.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is currently facing intense selling pressure and high volatility, with the community sharply divided between those viewing the decline as a major buying opportunity and others labeling it an overvalued bubble nearing a significant breakdown. The conversation is dominated by technical analysis debates, concerns over recent government contract news, and polarizing sentiment regarding the company's long-term enterprise AI strategy.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendy's is currently a focal point for investors debating a potential private buyout or corporate turnaround, with the community closely tracking institutional accumulation despite persistent downward pressure. Sentiment is heavily divided between bears focusing on sector-wide headwinds and bulls highlighting the high dividend yield, international growth initiatives, and the potential for a short squeeze on significant short interest.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is facing downward pressure amid broader market anxiety surrounding the heavy capital expenditure required for AI infrastructure and cloud buildouts. Despite community debate over the stock's performance as a hyperscaler, many investors view recent pullbacks as a generational buying opportunity ahead of Prime Day and long-term cloud growth.

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 react to a combination of heavy AI capital expenditures, internal talent shifts at DeepMind, and broader market rotation out of mega-cap tech. While some market participants are expressing concerns over high infrastructure spending and executive departures, others view the current price action as an accumulation opportunity for a dominant player in the AI ecosystem.

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 as a foundational "picks-and-shovels" play for AI infrastructure, fueled by high-profile multi-billion-dollar supply agreements with hyperscalers like Nvidia and Amazon. Community sentiment is overwhelmingly bullish, with investors focusing on the critical role of fiber optics and specialty glass in overcoming the physical data-transfer bottlenecks inherent in large-scale AI cluster deployments.

Accenture is a global professional services company that helps the world’s businesses, governments and other organizations build their digital core, optimize their operations, accelerate revenue growth and enhance citizen services, creating tangible value at speed and scale. The firm combines technology and leadership in cloud, data and AI with industry experience, functional expertise and global delivery capability. Its services include Strategy & Consulting, Technology, Operations, Industry X, and Song. It operates through the following geographical segments: North America, EMEA, and Growth Markets. The company was founded in 1989 and is headquartered in Dublin, Ireland.

Accenture plc - Ordinary Shares - Class A

Accenture is currently trending as investors debate the impact of AI on the consulting sector, with some community members warning that automated tools could disrupt the billable-hour model while others view the pullback as a buying opportunity for a firm essential to enterprise AI implementation. The stock remains under pressure as participants monitor for signs of institutional accumulation versus potential further downside driven by shifting discretionary IT spending.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is experiencing significant volatility and hitting fresh 52-week lows, fueling a heated debate among investors about whether the stock represents a deep-value buying opportunity or a broken growth story. While bulls point to strong cash flow and potential share buybacks as reasons to accumulate at these levels, bears are actively pointing to slowing subscriber momentum, content quality concerns, and the trend of institutional selling as indicators of further downside.

Carnival Corp. Ltd. engages in the operation of cruise ships. It operates through the following business segments: North America Cruise Operations, Europe Cruise Operations, Cruise Support, and Tour and Others. The North America Cruise Operations segment includes the Carnival Cruise Line, Holland America Line, Princess Cruises, and Seabourn. The Europe Cruise Operations segment consists of AIDA, Costa, Cunard, and P&O Cruises (UK). The Cruise Support segment represents port destinations and private islands for the benefit of its cruise brands. The Tour and Other segment operates hotel and transportation operations of Holland America Princess Alaska Tours. The company was founded in 1972 and is headquartered in Miami, FL.

Carnival Corporation Ltd.

Carnival Corp

Carnival Corp is seeing significant volatility as investors monitor developments regarding potential peace deals and their impact on global oil prices, which remain a primary driver of sentiment. The community is actively debating the stock's long-term travel demand fundamentals versus short-term institutional influence, while keeping a close watch on the upcoming financial report for clearer guidance.

Definium Therapeutics, Inc. operates as clinical stage biopharmaceutical company, which engages in developing novel product candidates to treat brain health disorders. The company was founded by Stephen L. Hurst, Scott M. Freeman, Leonard Latchman and Jamon Alexander Rahn on July 26, 2010 and is headquartered in New York, NY.

Definium Therapeutics Inc.

Definium Therapeutics is experiencing significant market momentum following the release of positive topline Phase 3 results for its depression treatment, triggering a wave of investor excitement and volatility. The community is actively debating the stock's long-term potential versus the risks of share dilution and profit-taking, while closely monitoring the company's progress toward regulatory submission.

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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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Which neocloud stock are you most bullish on for the rest of 2026? 
 
Drop a comment for other tickers.

Neocloud stocks are on a tear in 2026, with CoreWeave, Nebius, IREN and Applied Digital posting massive gains on surging AI infrastructure demand. Which neocloud are you most bullish on to lead the rest of the year?

Yes sir

Adkins Hsiew

S loved JB and Me

Mark Cameron

J H Karani

Joseph Lopingco

Brian P.

Aleksa Matic

oobbmm

Mark Willis

Gary Stein

enz io

kevin lee

Which one of these holds a massive capacity portfolio and has secured 250~300MW (&lt;10%) for 9.5B ARR with soverign diversification in US, EU, and Asia-Pacific? 
 
$NBIS $IREN $CRWV $APLD

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$WULF Left out the best one which is TeraWulf.

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Hello All

Nomad

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Seige

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Keel Infrastructure Corp

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@StocktwitsPolls apld is due for a run 100-150%

A wallstreet cockroach

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Sorry, I don't share it

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@StocktwitsPolls I would expect $APLD  and $NBIS  to have the lead. Both are the leaders in their respective types. NBIS is the leader in neocloud and APLD is the leader in colocation .

Maria Adams

Randy B

Applied Digital Corporation

Nebius Group N.V. 

  to have the lead. Both are the leaders in their respective types. NBIS is the leader in neocloud and APLD is the leader in colocation .

Which neocloud stock are you most bullish on for the rest of 2026? Drop a comment for other tickers.