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Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

A strong fiscal Q1 report and plans to bring substantial data-center capacity online have traders debating why APLD has struggled to hold gains. Bulls cite execution, leases and AI demand, while skeptics point to debt, financing costs and profitability concerns, alongside pressure from rising yields across data-center stocks.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

A U.S.-Japan statement recognizing ASTs Rakuten satellite-infrastructure partnership, alongside a successful TELUS integration test, has fueled bullish discussion about commercial and government opportunities. Traders remain divided as the shares retreat, with skeptics questioning launch timing, deployment pace and the companys ability to scale service.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle is drawing attention on reports that Starbucks explored a takeover, fueling a sharp move higher and speculation about a potential acquisition premium. Traders are divided on the deals strategic fit and credibility, and exploration does not mean an offer or agreement is in place.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

CIFR is drawing attention amid a sharp selloff in data-center and AI-infrastructure stocks, with traders pointing to higher yields, rate sensitivity and weak sector momentum. The debate pits dip-buyers who cite hyperscaler contracts and long-term demand against bears concerned about valuation, financing and execution risks.

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

SemiAnalysiss reports of outages, network disruptions, and other reliability problems at IRENs legacy British Columbia data centers are fueling concern amid a sharp selloff in the stock and broader neocloud names. Traders debate whether the reported issues explain the weakness or amount to bearish FUD, with some pointing to higher rates and sector-wide pressure while others are buying the dip and citing IRENs newer Texas facilities and AI growth plans.

Wolfspeed, Inc. is an innovator of wide bandgap semiconductors, focused on silicon carbide and gallium nitride (GaN) materials and devices for power and radiofrequency (RF) applications. Its product families include silicon carbide and GaN materials, power devices and RF devices, and its products are targeted for various applications such as electric vehicles, fast charging, 5G, renewable energy and storage, and aerospace and defense. The company was founded by Calvin H. Carter Jr., John W. Palmour, F. Neal Hunter, Eric Hunter, and John Edmond in 1987 and is headquartered in Durham, NC.

Wolfspeed Inc - Ordinary Shares (New)

Wolfspeed Inc

Wolfspeeds conditional U.S. defense financing commitment has driven attention, with traders debating whether it eases the companys funding pressure and could fuel a short squeeze or instead brings dilution and execution risks. The initial surge faded, reinforcing disagreement over the deals value amid concerns about the companys financial health.

Zcash is a privacy-focused cryptocurrency that uses trustless zero-knowledge proofs to enable fully encrypted transactions while maintaining blockchain transparency and security. It was the first cryptocurrency to implement zero-knowledge encryption for private peer-to-peer payments, addressing the fundamental privacy gap in traditional cryptocurrencies that expose transaction details publicly.   With a fixed supply of 21 million ZEC and a halving schedule similar to Bitcoin, Zcash allows users to prove transactions are valid without revealing sensitive information like wallet balances, transaction amounts, or participant identities, making it suitable for everyday payments, long-term savings, and cross-border money transfers where financial confidentiality matters.  The protocol operates on its own blockchain currently using Proof-of-Work consensus, though it's evolving toward Proof-of-Stake through the planned "Crosslink" upgrade to enhance security, scalability, and energy efficiency. Zcash employs trustless zero-knowledge proofs (Halo) within its Orchard shielded pool to verify transactions without revealing sender, receiver, or amount information.   Users can choose between transparent public transactions and shielded private transactions through Unified Addresses, which work with both types. The network is faster and cheaper than Bitcoin, with new blocks mined every 75 seconds and transaction fees typically just a fraction of a cent. Privacy adoption has surged in 2025, with over 30% of total ZEC supply now held in fully shielded pools.  Zcash was created by a group of scientists in 2013 who initially proposed Zerocoin as a privacy extension to Bitcoin before building a standalone protocol. The ecosystem operates with a self-funded development model where block rewards support independent teams through the Zcash Community Grants Committee and a new Coinholder-Controlled Fund.

Zcash

Zcash is drawing attention after a sharp pullback from its recent run, with traders attributing the decline to profit-taking, leveraged selling and broader crypto-market weakness. The community is split between buying the dip and expecting further downside; some also cite concerns over stolen funds moving through Zcashs shielded pool and the resulting regulatory risks.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

CLSK is drawing attention amid a steep selloff and persistent underperformance, with traders debating why the stock is falling despite Bitcoin strength and the Meta-backed data-center deal. Bulls view the AI-infrastructure pivot and power capacity as long-term positives, while bears focus on financing costs, execution risks, and management.

Starbucks Corp. engages in the production, marketing, and retailing of specialty coffee. It operates through the following segments: North America, International, and Channel Development. The North America segment focuses on the United States and Canada. The International segment is involved in China, Japan, Asia Pacific, Europe, Middle East, Africa, Latin America, and Caribbean. The Channel Development segment includes roasted whole bean and ground coffees, Seattle’s Best Coffee, and Teavana-branded single-serve products. The company was founded by Jerry Baldwin and Howard D. Schultz on November 4, 1985, and is headquartered in Seattle, WA.

Starbucks Corp.

Starbucks Corp

Speculation that Starbucks explored a takeover of Chipotle is driving the discussion, with traders debating whether the combination makes strategic sense and emphasizing that no deal is imminent. Reactions are mixed: some see potential in the pairing, while others call it unlikely and focus on Starbucks sharp, volatile selloff and dip-buying.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoins sharp pullback below widely watched support levels and reports of heavy crypto liquidations are driving discussion, with traders also citing elevated yields, oil prices and Iran-related risks. The community is split between dip-buyers calling the decline an accumulation opportunity and bears warning of further downside.

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Ethereum

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Dogecoin

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 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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$SPY $QQQ $DIA $IWM  
 
Good afternoon, and happy Thursday. The market is green just before noon, with the S&amp;P 500 +0.5%, Nasdaq 100 +0.7%, Russell 2000 +0.4%, and Dow basically flat after software earnings gave the AI trade another test. Six sectors are green and five are red, with technology leading at +1.4% and health care right behind at +1.2%, while utilities and financials lag. 
 
The cleanest market-wide story is the software split. Snowflake ripped after raising its product revenue forecast and signing a $6B AWS AI infrastructure deal, while Salesforce traded heavier after softer revenue guidance. Translation: the market still wants AI, but it wants AI that shows up in numbers instead of slide decks. 
 
Stocktwits chatter is clustered around AI infrastructure, drone funding, and the sudden BlackBerry revival trade. The live pulse is led by $SMCI, $TMC, $ONDS, $BB, and $UMAC, with $BB standing out for extremely bullish sentiment and extremely high message volume. 
 
Briefing: 
- After the Bell: Costco, Dell, Autodesk, and NetApp line up the next earnings test 
- Stocks: Snowflake’s AWS AI deal resets the software mood while Salesforce gets graded harder 
- Industry News: Drone stocks rip after reports of possible U.S. funding deals 
- Community Pulse: BlackBerry’s QNX and robotics crowd takes over the Stocktwits top-post feed 
- Pops and Drops &amp; More 
 
Live Pulse Top 5: 
 
1. $SMCI +11.7%, bullish, normal message volume   
Super Micro is leading the live pulse on AI infrastructure momentum, high volume, and a renewed short-squeeze debate around its valuation versus other AI hardware names. 
 
2. $TMC +11.0%, bearish, low message volume   
TMC is moving on NOAA license progress and renewed deep-sea mining chatter. The tape is green, but sentiment is bearish, which makes the divergence worth watching. 
 
3. $ONDS +21.9%, neutral, low message volume   
Ondas is catching the drone-defense bid after reports that the U.S. government is exploring funding for domestic drone manufacturers. 
 
4. $BB +3.3%, extremely bullish, extremely high message volume   
BlackBerry is the loudest community story. Traders are focused on QNX, physical AI, robotics, Nvidia-adjacent speculation, and the idea that the old phone stock finally has a new narrative. 
 
5. $UMAC +51.5%, neutral, normal message volume   
Unusual Machines is the headline drone proxy after reports of possible federal funding and equity-style support for U.S. drone companies. 
 
Top Stories: 
 
1. Snowflake gives software a clean AI print   
Snowflake jumped after raising its annual product revenue forecast and announcing a five-year, $6B AI infrastructure deal with AWS. The broader read is that software can still get paid for AI, but only when the revenue bridge is obvious.   
Example source: Reuters via MarketScreener, Snowflake forecast raise and AWS deal 
 
2. Drone stocks rip on possible U.S. funding deals   
Reports that the Trump administration is exploring funding deals with domestic drone makers lit up $UMAC, $RCAT, $ONDS, and related defense-tech names. This is the policy-trade candidate of the day.   
Example source: Reuters via Boursorama, WSJ-reported drone funding talks 
 
3. Salesforce and Marvell keep the earnings bar weird   
Salesforce’s guidance disappointed, Marvell was more mixed, and Snowflake stole the software show. This sets up a useful section on “AI earnings are not created equal.” 
 
4. AI infrastructure remains the tape’s gravity well   
$SMCI, $ARM, $ORCL, $CRSR, $IONQ, and $AMD are all showing up across the live pulse or trending feed. The story is no longer just semis, it is servers, software, cloud, quantum, peripherals, and whatever can plausibly say infrastructure. 
 
5. BlackBerry becomes the community curveball   
$BB is not the biggest price move, but it dominates the top-post feed. The Stocktwits angle is QNX as a physical AI and robotics platform, with users arguing the market is finally revaluing the software business. 
 
Top Posts: 
 
- @bugaboo1989, $BB, 53 likes: Jensen Huang stake speculation is driving the highest-liked post in the feed.   
https://stocktwits.com/bugaboo1989/message/654578657 
 
- @StocksandSeeds, $BB, 48 likes: Longtime holders are pushing back on the new “experts” discovering the QNX story.   
https://stocktwits.com/StocksandSeeds/message/654571499 
 
- @matt334, $BB, 47 likes: The breakout crowd is keying off prior moves above $7.   
https://stocktwits.com/matt334/message/654570482 
 
- @risk_vs_reward, $TMC, 28 likes: NOAA certification news is the main TMC bull receipt.   
https://stocktwits.com/risk_vs_reward/message/654603732 
 
- @TradeThePool, $BB, 33 likes: The cleanest fundamental bull post frames BlackBerry as a high-margin QNX software turnaround with AI and robotics optionality.   
https://stocktwits.com/TradeThePool/message/654588947

Evan Medeiros

HITHERE

Elizabeth Erickson

BB i don't think shorts or even longs for that matter, are prepared for what happens if uncle Jensen is taking a stake here.

Stocktwits

HITHERE (@bugaboo1989) | Stocktwits

BB We have a sudden influx of experts who have miraculously discovered $BB and want to tell the world...... and build fan base. The reality is that most of them have gained this new found knowledge from reading a few recent articles. We have posters her,e that know more than most analysts could ever hope to know.

Keith Brown (@StocksandSeeds) | Stocktwits

BB last time it broke $7 it went to $25...

Matt (@matt334) | Stocktwits

TMC 🚀🚀🚀🚀🚀🚀 https://investors.metals.co/news-releases/news-release-details/noaa-certifies-tmc-usas-usa-b-exploration-license-application/

Warren B (@risk_vs_reward) | Stocktwits

BB The turnaround is complete. Full-year GAAP net income hits $53.2M, shifting from a legacy hardware story to a 78.2% gross margin software powerhouse. 🚀 QNX Backlog: $950M future royalty pipeline (powering 275M+ vehicles) AI Catalyst: Expanding into Physical AI/robotics with NVIDIA IGX Thor Defense Moat: AtHoc platform retains highest FedRAMP security status Capital Return: 26.8M share buyback authorized CIBC raised its price target to $8.50.

Trade The Pool (@TradeThePool) | Stocktwits

$TMC BREAKOUT!! 📈🚀

NOAA’s latest certification of TMC’s application just added more fuel to the bull case. Investors are starting to realize the U.S. is fully backing TMC to unlock the ~$20T Pacific Ocean mineral opportunity for defense, AI, and EV batteries.

Chart remains ultra bullish:

✅ 200SMA reclaimed
✅ Massive volume surge yesterday
✅ MACD bullish crossover above signal and zero lines
✅ 20EMA golden cross above 50SMA
✅ 30Million short shares trapped 

Momentum is building fast. 

$AMD $ARM $BB $CRSR $DIA $IONQ $IWM $ONDS $ORCL $QQQ $RCAT $SMCI $SPY $UMAC

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Warren B

StockTwits Web

iShares Russell 2000 ETF

Super Micro Computer Inc

TMC the metals company Inc

Ondas Inc

Ondas new defense orders, including a precision-strike contract, and a bullish analyst initiation are drawing attention, but traders are frustrated that the shares remain weak despite the news. The debate centers on whether the expanding order book can translate into revenue and offset dilution concerns and heavy short interest.

BlackBerry Ltd

Unusual Machines Inc

Red Cat Holdings Inc

Arm Holdings Plc.

Oracle Corp.

Corsair Gaming Inc

IonQ Inc

Advanced Micro Devices Inc

  
 
Good afternoon, and happy Thursday. The market is green just before noon, with the S&P 500 +0.5%, Nasdaq 100 +0.7%, Russell 2000 +0.4%, and Dow basically flat after software earnings gave the AI trade another test. Six sectors are green and five are red, with technology leading at +1.4% and health care right behind at +1.2%, while utilities and financials lag. 
 
The cleanest market-wide story is the software split. Snowflake ripped after raising its product revenue forecast and signing a $6B AWS AI infrastructure deal, while Salesforce traded heavier after softer revenue guidance. Translation: the market still wants AI, but it wants AI that shows up in numbers instead of slide decks. 
 
Stocktwits chatter is clustered around AI infrastructure, drone funding, and the sudden BlackBerry revival trade. The live pulse is led by 

 standing out for extremely bullish sentiment and extremely high message volume. 
 
Briefing: 
- After the Bell: Costco, Dell, Autodesk, and NetApp line up the next earnings test 
- Stocks: Snowflake’s AWS AI deal resets the software mood while Salesforce gets graded harder 
- Industry News: Drone stocks rip after reports of possible U.S. funding deals 
- Community Pulse: BlackBerry’s QNX and robotics crowd takes over the Stocktwits top-post feed 
- Pops and Drops & More 
 
Live Pulse Top 5: 
 
1. 

 +11.7%, bullish, normal message volume   
Super Micro is leading the live pulse on AI infrastructure momentum, high volume, and a renewed short-squeeze debate around its valuation versus other AI hardware names. 
 
2. 

 +11.0%, bearish, low message volume   
TMC is moving on NOAA license progress and renewed deep-sea mining chatter. The tape is green, but sentiment is bearish, which makes the divergence worth watching. 
 
3. 

 +21.9%, neutral, low message volume   
Ondas is catching the drone-defense bid after reports that the U.S. government is exploring funding for domestic drone manufacturers. 
 
4. 

 +3.3%, extremely bullish, extremely high message volume   
BlackBerry is the loudest community story. Traders are focused on QNX, physical AI, robotics, Nvidia-adjacent speculation, and the idea that the old phone stock finally has a new narrative. 
 
5. 

 +51.5%, neutral, normal message volume   
Unusual Machines is the headline drone proxy after reports of possible federal funding and equity-style support for U.S. drone companies. 
 
Top Stories: 
 
1. Snowflake gives software a clean AI print   
Snowflake jumped after raising its annual product revenue forecast and announcing a five-year, $6B AI infrastructure deal with AWS. The broader read is that software can still get paid for AI, but only when the revenue bridge is obvious.   
Example source: Reuters via MarketScreener, Snowflake forecast raise and AWS deal 
 
2. Drone stocks rip on possible U.S. funding deals   
Reports that the Trump administration is exploring funding deals with domestic drone makers lit up 

, and related defense-tech names. This is the policy-trade candidate of the day.   
Example source: Reuters via Boursorama, WSJ-reported drone funding talks 
 
3. Salesforce and Marvell keep the earnings bar weird   
Salesforce’s guidance disappointed, Marvell was more mixed, and Snowflake stole the software show. This sets up a useful section on “AI earnings are not created equal.” 
 
4. AI infrastructure remains the tape’s gravity well   


 are all showing up across the live pulse or trending feed. The story is no longer just semis, it is servers, software, cloud, quantum, peripherals, and whatever can plausibly say infrastructure. 
 
5. BlackBerry becomes the community curveball   


 is not the biggest price move, but it dominates the top-post feed. The Stocktwits angle is QNX as a physical AI and robotics platform, with users arguing the market is finally revaluing the software business. 
 
Top Posts: 
 
- 

, 53 likes: Jensen Huang stake speculation is driving the highest-liked post in the feed.   


, 48 likes: Longtime holders are pushing back on the new “experts” discovering the QNX story.   


, 47 likes: The breakout crowd is keying off prior moves above $7.   


, 28 likes: NOAA certification news is the main TMC bull receipt.   


, 33 likes: The cleanest fundamental bull post frames BlackBerry as a high-margin QNX software turnaround with AI and robotics optionality.   


This account has been verified as an official STOCKTWITS representative.