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Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentum Holdings is trending due to heightened investor focus on the critical role of optical infrastructure in supporting large-scale AI data center expansions, alongside speculative activity fueled by proposed regulatory scrutiny of Chinese optical component imports. The community is actively debating the stock's valuation and volatility, while weighing its long-term growth potential as a key laser and transceiver supplier against broader sector-wide pressure.

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 experiencing a wave of bullish momentum fueled by a major multi-million dollar defense contract and its record-breaking backlog, with investors eagerly anticipating earnings and updates on the Neutron launch vehicle. The community is actively debating the company's valuation against sector peers like SpaceX, with many emphasizing its vertical integration as a key competitive advantage for long-term growth.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

Gold is trending as investors react to weak labor market data and renewed speculation regarding potential interest rate cuts, driving a technical breakout for the GLD ETF. The community is actively discussing gold's role as a hedge against macro uncertainty and shifting currency dynamics, with many debating the sustainability of the current price surge amid broader market resistance.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Disney is attracting significant community attention as bullish sentiment builds around potential earnings upside, with investors closely watching the company's streaming profitability, park performance, and upcoming blockbuster slate. Traders are actively debating the stock's valuation relative to its streaming peers and monitoring key technical support levels as the mouse looks to solidify its position above the psychological $100 mark.

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 attracting attention as the community anticipates further updates on its QNX-powered Alloy Kore platform and its growing role in the software-defined vehicle sector. Investors are actively discussing the company's deepening integration with major silicon providers, while highlighting the potential for long-term revenue growth driven by expanding partnerships in robotics and mission-critical AI.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

Rumble is trending as investors focus on the upcoming earnings report and potential forward guidance regarding its integration of Northern Data's AI infrastructure assets. The community is actively debating the stock's significant short interest alongside its strategic partnerships and the potential for a valuation re-rating as the company pivots toward cloud compute and AI revenue.

Baidu, Inc. engages in the provision of internet search and online marketing solutions. The firm’s products and services include Baidu App, Baidu Search, Baidu Feed, Haokan, Quanmin, Baidu Post Bar, Baidu Knows, Baidu Encyclopedia, Baidu Input Method Editor or Baidu IME, Baidu AI Cloud and Overseas Products. It operates through the following segments: Baidu Core and iQIYI. The Baidu Core segment provides search-based, feed-based, and other online marketing services. The iQiyi segment is an online entertainment service provider, which offers original, professionally produced and partner-generated content on its platform. The company was founded by Yanhong Li and Xu Yong on January 18, 2000 and is headquartered in Beijing, China.

Baidu Inc - ADR

Baidu is currently a focal point for investors as it pivots from a legacy search engine to an AI-first infrastructure company, bolstered by the potential IPO of its Kunlunxin chip unit. Community sentiment is deeply polarized, with active discussions weighing the company's long-term AI-driven growth and cloud computing momentum against geopolitical risks and skepticism regarding the broader Chinese equity market.

Quantinuum Inc. is a quantum computing platform that offers solutions like hardware platforms, developer tools, application libraries and solution-targeted intellectual property (“IP”). The company was founded on January 20, 2026 and is headquartered in Broomfield, CO.

Quantinuum Inc. - Ordinary Shares - Class A

Quantinuum Inc.

Quantinuum Inc. (QNT) is trending following its high-profile NASDAQ debut, with investors closely watching how its trapped-ion technology and Honeywell backing differentiate it within a volatile quantum sector. The community is actively debating the stock's valuation versus organic revenue growth, while comparing its long-term potential against other quantum players like Infleqtion, IonQ, and D-Wave.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Snowflake is seeing heavy community debate as it attempts to sustain momentum following its recent earnings-driven rally, with bulls citing potential in enterprise AI data workloads while bears express skepticism over its elevated valuation multiples. Traders are closely monitoring the stock's ability to hold critical support levels during this period of broader software sector rotation, looking to its upcoming investor events for further clarity on long-term growth execution.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

Coherent Corp is experiencing significant investor interest and volatility as market participants monitor its critical role in AI infrastructure, particularly within the optics and photonics supply chain. The community is actively debating the company's valuation, its supply relationship with major hyperscalers, and whether it represents a long-term bottleneck play or a overextended growth stock following recent price swings.

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Which of these trending data center plays are you most tempted to buy right now - $ORCL, $BE, $HUT, or $IREN?

Oracle, Bloom Energy, Hut8, and IREN are four of the most searched and talked-about data center stocks among retail investors this morning. Which are you most bullish on? Drop your reasoning in the comments.


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Joy Harmon

Jim long

Eric Bacardi

Stocktwits

Stephen

Joseph Lopingco

Golden_Cross

Timothy Spillane

Floofy McFloof

Brian P.

Investing

George Wright

El Wormy

Bearie (Barry)

wildcatbanker

水流祐亮

Sazami

Mololo

Investor

Obiwan Kenobi

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Matija Kraševec

Ryan Ferguson

$BE $HUT $IREN $ORCL Cmon f*ckers buy HUT!

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The Ghost Of Mr.Ghost

$ORCL $BE $HUT $IREN 

The only data center stock that was trending today was $NUAI 

They have behind the grid power (LNG) on site and they haven&#39;t even begun to run yet.

But you didn&#39;t list that option didja?

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SwarmOfDogs

$BE $HUT $IREN $ORCL 
Why would anyone tell you?

Paul Drew

$ORCL $BE $HUT $IREN Let us know what you think! 👇

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Oracle Corp.

Bloom Energy Corp - Ordinary Shares - Class A

Hut 8 Corp

IREN Limited

Which of these trending data center plays are you most tempted to buy right now - 

Stocktwits Polls

s_danko

k nash

Swing Monster

Kegabyte

Aurinia Beach

Andrew

Karina

Qwerty Uiop

Highbank

shkspr

Trucker Reviewed

You will be cucked

I’m Not Leaving

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Linden

MagisterofMarkets

@StocktwitsPolls $APLD seems like the best

John A Manning

ItisMe

Hesh

Lauren

Tommy the Tiger

Ryan Justice

Applied Digital Corporation

@StocktwitsPolls IREN has a big problem with the CEO doing ATM selling, which will always suppress the stock.  
 
ORCL has the most bounce-back potential.

Dingbat

 IREN has a big problem with the CEO doing ATM selling, which will always suppress the stock.  
 
ORCL has the most bounce-back potential.