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Avis Budget Group, Inc. engages in the provision of vehicle sharing and rental services. It operates through the Americas and International segments. The Americas segment includes vehicle rental and car sharing operations in North America, South America, Central America, and the Caribbean. The International segment is involved in vehicle rental and car sharing operations in Europe, the Middle East, Africa, Asia, and Australasia. The company was founded in 1946 and is headquartered in Parsippany, NJ.

Avis Budget Group Inc

Avis Budget Group is experiencing extreme volatility and heavy short-selling pressure, with investors aggressively debating whether the stock is undergoing a permanent collapse or a temporary shakeout after a rapid, parabolic run. Market participants are fixated on the frequent trading halts, the intense conflict between retail bulls looking for a bounce and shorts capitalizing on the sharp downside move, and broader concerns regarding the company's valuation.

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

IREN is seeing intense community focus as traders debate its potential for a major breakout above the psychological $50 level, fueled by speculation surrounding unannounced hyperscaler partnerships and upcoming capacity energization. While bulls emphasize the company's expanding infrastructure moat and institutional accumulation, others remain cautious of volatility and potential dilution, keeping the stock at the center of a heated debate between AI-driven upside and short-term price manipulation concerns.

QuantumScape Corp. engages in developing next-generation solid-state lithium-metal batteries. The company’s next-generation batteries are designed to enable greater energy density, faster charging, and enhanced safety to support the transition away from legacy energy sources toward a lower-carbon future. The company was founded by Jagdeep Singh, Tim Holme, and Fritz B. Prinz in May 2010 and is headquartered in San Jose, CA.

QuantumScape Corp - Ordinary Shares - Class A

QuantumScape Corp

QuantumScape is experiencing significant volatility and trading volume as investors react to the latest quarterly update, which highlighted progress on the Eagle Line production ramp and new commercial engagements in the AI data center and defense sectors. The stock has become a focal point for intense debate between market participants debating whether these operational milestones signal a long-term turnaround or if the current price action remains driven by speculative short-term trading and potential dilution concerns.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bear 3X ETF

Direxion Daily Semiconductor Bear 3X Shares

Investors in this leveraged inverse semiconductor ETF are expressing significant frustration as an unprecedented, multi-week rally in the chip sector continues to erode value and trigger persistent daily losses. The community is actively debating whether this extreme market behavior indicates a bubble fueled by algorithmic manipulation or a genuine, long-term super-cycle in AI-driven demand.

Tilray Brands, Inc. engages as a consumer packaged goods company, which focuses on medical cannabis research and the cultivation, processing, and distribution of cannabis products worldwide. It operates through the followings segments: Cannabis, Distribution, Beverage, and Wellness. The Cannabis segment focuses on cultivation, production, distribution, and sale of both medical and adult-use cannabis products. The Distribution segment is involved in purchase, resale, and distribution of pharmaceutical and wellness products. The Beverage segment refers to the production, marketing, and sale of beverages. The Wellness segment represents the production, marketing, and distribution of hemp-based food and other wellness products. The company was founded on January 24, 2018 and is headquartered in Leamington, Canada.

Tilray Brands Inc

Tilray Brands is currently trending due to a surge in market optimism surrounding U.S. federal cannabis rescheduling, which the community sees as a long-awaited catalyst for tax relief and improved banking access. Investors are actively debating the sustainability of this momentum, weighing potential short squeezes and institutional interest against historical patterns of profit-taking and reflexive market volatility.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

SOXL is experiencing a parabolic, historic rally driven by intense speculative demand in the semiconductor sector and significant short covering, leading to a heated community debate over whether this represents an unsustainable 'AI bubble' or a new era of market growth. While many bulls are celebrating massive double-digit gains and calling for further upside, bears are warning of an imminent, sharp correction, causing friction and active trading in both the bull and bear leveraged ETFs.

Applied Digital Corporation

Applied Digital is trending as investors rally behind a new 7.5 billion dollar AI data center lease with a major hyperscaler, significantly expanding the company's contracted revenue backlog. The community is actively debating the potential identity of this new partner, the impact of high short interest on future price action, and the company's long-term growth trajectory within the AI infrastructure sector.

lululemon athletica, Inc. engages in the business of designing, distributing, and retailing technical athletic apparel, footwear, and accessories. It operates through the following segments: Company-Operated Stores, Direct to Consumer, and Other. The company was founded by Dennis James Wilson in 1998 and is headquartered in Vancouver, Canada.

Lululemon Athletica inc.

Lululemon Athletica Inc

Lululemon shares are facing intense volatility and downward pressure following the announcement of a new CEO, a move that has sparked widespread skepticism among investors concerned about the company's future growth and brand relevance. While some traders view the current price as an oversold opportunity for long-term accumulation, the broader community remains divided, with active discussions focused on leadership credibility, rising market competition, and the company's struggle to regain momentum.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow shares are experiencing a significant sell-off despite beating earnings expectations, as investors react negatively to margin pressure and geopolitical headwinds impacting growth guidance. The community is sharply divided, with many traders viewing the volatility as a major overreaction and a buying opportunity, while others are cautioning that the broader software sector is facing a structural rerating amid concerns over AI-driven disruption.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe is facing intense scrutiny as investors weigh its robust cash flow and AI-driven growth against ongoing fears that generative tools could disrupt its creative software dominance. The stock remains a heavily debated battleground, with the community split between those viewing the current valuation as a deep-value opportunity and others who worry that the company's competitive moat is under pressure.

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<ul class="summary-bullets"><li>Anthropic recently disclosed that its ARR had grown from $9 billion to $30 billion in a matter of months.</li><li>Anthropic could exit the year with up to $100 billion ARR, Brad Gerstner said on a podcast.</li><li>The AI startup has released new AI tools at a rapid clip lately and is gearing up for an initial public offering.</li></ul>Altimeter Capital founder Brad Gerstner believes that Anthropic could “easily” triple its annual revenue run-rate (ARR) this year, he said on The All-In Podcast on Saturday.&nbsp;Gerstner’s comments underscore how investors and market observers are taking note of the disruption from Amazon and Google-backed Anthropic, which recently <a href="https://stocktwits.com/news-articles/markets/equity/anthropic-tops-open-ai-on-revenue-with-30-b-run-rate-while-space-x-plans-june-investor-roadshow-ahead-of-mega-ip-os/cZJJmVzRIpR">disclosed</a> that its ARR had jumped from $9 billion to $30 billion in a matter of months and that it had gained over 1,000 customers paying over $1 million a year.“Anthropic was literally counted out of the game last year, and they've kicked OpenAI's a** over the last 90 days. Bam, you have the largest revenue explosion in the history of technology,” Gerstner said on the <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=DVBJQQCjgXU&amp;t=43s">podcast version </a>published on YouTube.&nbsp;“I would not be shocked if you see Anthropic exiting this year at $80 billion or $100 billion in revenue.”&nbsp;Gerstner is a high-profile tech investor who made early bets on companies like Snowflake, Meta, and Uber. His firm, Altimeter, is famous for its aggressive, long-term bets on disruptive tech and has stood out for publicly calling out Big Tech management (notably Meta) and pushing for strategic changes.<h2 class="st-heading-2">IPO-Bound Anthropic Climbs To New Strengths</h2>Anthropic has dominated headlines in recent months. Its new AI tools -- particularly Claude CoWork, launched in January, along with a steady rollout of added capabilities -- have triggered a sharp selloff across software and SaaS stocks.Last week, Anthropic&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crowdstrike-palo-alto-stocks-surge-anthropic-s-latest-ai-rollout-turns-into-tailwind-for-once/cZJOYFhRIqk">previewed</a> its new AI model, Mythos, with cybersecurity applications, and&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wired.com/story/anthropic-launches-claude-managed-agents/">launched</a> a new product that makes it easier for enterprises to build and deploy AI agents.&nbsp;Interestingly, Mythos has raised concerns in the pentagon, and Secretary Scott Bessent and Federal Reserve Chair Jerome Powell last week held an urgent meeting with top Wall Street bank CEOs to warn about cyber risks posed by the new AI model.Gerstner said Anthropic’s revenue surge underscores how its models and services have become cutting-edge, with customers rapidly adopting them, and suggested the addressable market for AI may be larger than previously estimated.“It's not that there was some great go to market at Anthropic that all of a sudden they snuck up and blew everybody away. No, it was companies demanding the product. They're getting throttled on the product. Why? Because it's so good. It makes them better at their business,” said Gerstner.Anthropic, meanwhile, is preparing for an initial public offering that could come toward the end of the year and rank among the largest on record. Retail investors are already buying exposure through proxy funds such as the KraneShares Artificial Intelligence &amp; Technology ETF (AGIX), Destiny Tech100 (DXYZ), and ARK Venture Fund (ARKVX).Stocktwits recently published an&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-s-ipo-said-to-be-coming-as-early-as-october-here-s-how-to-pick-up-a-stake-before-it-goes-public/cZ3uU4aRIlA">explainer</a> on how investors can get a piece of an AI startup before its listing.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/path-s-crm-stocks-hit-52-week-lows-what-s-driving-the-selloff/cZJFVM2RIMj">PATH, S, CRM Stocks Hit 52-Week Lows: What's Driving The Selloff?</a>

In this photo illustration, the Anthropic logo is seen displayed on a smartphone screen. 

Altimeter’s Brad Gerstner Says Anthropic's Revenue Run Rate Could Triple In 2026 As AI Worries Hit Tech Stocks

The investor, known for his early bets in Meta and Uber, believes Anthropic is gaining ground on OpenAI. 

Equity

The investor, known for his early bets in Meta and Uber, believes Anthropic is gaining ground on OpenAI. 


<ul class="summary-bullets"><li>TechCrunch reported, citing Indagari data, that Claude’s popularity has increased significantly over the last six months.</li><li>Reports said that Anthropic, OpenAI, and others are working on AI models that would be proficient in hacking.</li><li>Meanwhile, funds like KraneShares AI ETF, ARK Venture Fund (3.8%) and Fundrise Innovation Fund are gaining traction from retail investors for their stakes in top unlisted tech giants.</li></ul>With Anthropic eyeing an initial public offering as early as October, investors are increasingly looking for exposure to the fast-growing AI startup while closely tracking developments that could shape sentiment ahead of the listing.New data, first&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://techcrunch.com/2026/03/28/anthropics-claude-popularity-with-paying-consumers-is-skyrocketing/">reported</a> by TechCrunch, indicates that the Anthropic AI bot Claude gained paid subscribers at record levels.&nbsp;Consumer spending tracker Indagari analyzed anonymized credit card transactions from 28 million U.S. consumers and estimated that paid users for Clause, excluding enterprise users, more than doubled to nearly 600,000 from 250,000 through February.&nbsp;The TechCrunch attributed the bot’s surge in popularity to the ongoing clash between the U.S. government and Anthropic over defense-related AI use, as well as the company’s recent Super Bowl ads that&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://techcrunch.com/2026/02/13/anthropics-super-bowl-ads-mocking-ai-with-ads-helped-push-claudes-app-into-the-top-10/">took aim</a> at rival OpenAI’s ChatGPT.In separate but crucial news for the AI sector, Axios&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.axios.com/2026/03/29/claude-mythos-anthropic-cyberattack-ai-agents">reported</a>, citing AI and government officials, that Anthropic, OpenAI and other tech giants will soon release new models that could hack sophisticated systems at scale.&nbsp;In fact, last week, Fortune&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://fortune.com/2026/03/26/anthropic-says-testing-mythos-powerful-new-ai-model-after-data-leak-reveals-its-existence-step-change-in-capabilities/?utm_source=newsletter&amp;utm_medium=email&amp;utm_campaign=sendto_newslettertest_csuite&amp;stream=top#_ga=2.267172493.2012405429.1774863814-1431982654.1771288787">reported</a> on an unpublished Anthropic blog post describing Mythos. The post said the model is "currently far ahead of any other AI model in cyber capabilities."As the potential IPO draws closer, investors are increasingly eyeing proxy funds that offer exposure to Anthropic. Stocktwits published an&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/anthropic-s-ipo-said-to-be-coming-as-early-as-october-here-s-how-to-pick-up-a-stake-before-it-goes-public/cZ3uU4aRIlA">explainer</a> on them last week.Only two ETFs –&nbsp;<a href="https://stocktwits.com/symbol/AGIX">KraneShares Artificial Intelligence &amp; Technology ETF (AGIX)</a> and&nbsp;<a href="https://stocktwits.com/symbol/DXYZ">Destiny Tech 100 (DXYZ)</a> – currently offer direct exposure to Anthropic, though allocations are relatively small and not fully disclosed.Retail-access private funds provide more meaningful exposure, with&nbsp;<a href="https://stocktwits.com/symbol/ARKVX">ARK Venture Fund (ARKVX)</a> (3.8%) and&nbsp;<a href="https://stocktwits.com/symbol/VCX">Fundrise Innovation Fund (VCX)</a> (20%) holding notable stakes in Anthropic.On Stocktwits, the retail sentiment was ‘bullish’ for AGIX and ‘extremely bullish’ for DXYZ, VCX and ARKVX. The sentiment for&nbsp;<a href="https://stocktwits.com/symbol/ANTHROPIC">Anthropic</a> was ‘neutral.’&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rzlv-jumps-13-ahead-of-half-year-report-analysts-expect-huge-upside-potential-this-year/cZERl20RIZF">RZLV Jumps 13% Ahead Of Half Year Report – Analysts Expect Huge Upside Potential This Year</a>&nbsp;

The Claude by Anthropic app logo appears on the screen of a smartphone

Anthropic’s Paid Users Reportedly Doubled Ahead Of IPO – Retail Piles Into Proxy Funds

Retail investors are increasingly eyeing exchange-traded and private funds that offer exposure to Anthropic ahead of its potential IPO in the fourth quarter.

<ul class="summary-bullets"><li>Started in 2021,&nbsp;Anthropic was last valued at $380 billion.</li><li>Reports say the AI firm is targeting a $60 billion raise, with the offering expected in October.</li><li>ETFs such as KraneShares Artificial Intelligence &amp; Technology ETF (AGIX) and Destiny Tech100 (DXYZ) hold Anthropic equity.</li></ul>AI upstart Anthropic is moving decisively toward a public listing, with a new report suggesting it has already held talks with investment banks and could launch its IPO as early as October. The offering is shaping up to be part of a mega wave of listings this year that is also expected to include OpenAI and SpaceX.Even before prospectuses are filed, some investors are getting ahead of the curve by gaining exposure through exchange-traded funds and private investment vehicles, products that have attracted significant interest over the past year.Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-03-27/claude-ai-maker-anthropic-said-to-weigh-ipo-as-soon-as-october">reported</a>, citing sources, that Goldman Sachs, JPMorgan, and Morgan Stanley might be hired managers for Anthropic's IPO, which could raise a staggering $60 billion.Anthropic, founded by former OpenAI employees in 2021, is believed to be <a href="https://stocktwits.com/news-articles/markets/equity/why-anthropic-s-ipo-might-just-be-juicier-than-open-ai-s/cLIXYLXRE1c">quickly closing the gap</a> with OpenAI. According to reported internal projections, Anthropic expects to be profitable in 2028, while OpenAI expects $74 billion in operating losses that year.Anthropic has also left a mark more recently with the launch of a series of agentic AI tools as part of its offering, Claude Cowork, which triggered <a href="https://stocktwits.com/news-articles/markets/equity/saas-stocks-stumble-as-ai-fears-trigger-selloff-retail-eyes-selective-bets/cmUu4hVR49H">a widespread sell-off</a> in the shares of major software companies.Although the IPO timeline could vary, picking up exposure to Anthropic before the event is possible through the following funds:<figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Fund</td><td>Anthropic Exposure</td><td>Top 5 Holdings</td></tr><tr><td>KraneShares Artificial Intelligence &amp; Technology ETF (AGIX)</td><td>2.5%</td><td>Nvidia (5.1%), Microsoft (4%), Meta (3.9%), Alphabet (3.5%), Apple (3.3%)</td></tr><tr><td>Fundrise Innovation Fund (VCX)</td><td>20%</td><td>Databricks (17.7%), OpenAI (9.9%), Anduril (6.9%), Ramp (5.1%), Tesla (5%)</td></tr><tr><td>ARK Venture Fund (ARKVX)</td><td>3.8%</td><td>SpaceX (17.9%), Replit (4.9%), Figure AI (3.7%), Databricks (3.1%), Zipline (3%)</td></tr><tr><td>Destiny Tech100 (DXYZ)</td><td>Undisclosed</td><td>SpaceX (16.2%), Shield AI (4.1%), Databricks (4%), Beast Industries (3.5%), OpenEvidence (3.5%)</td></tr></tbody></table></figure>Source: Funds’ disclosures.<h2 class="st-heading-2"> Soaring Interest In Private Tech ETFs, Funds</h2>For now, only two exchange-traded funds – the KraneShares Artificial Intelligence &amp; Technology ETF (AGIX) and Destiny Tech100 (DXYZ) – offer direct exposure to Anthropic.About 2.5% of AGIX's holdings is currently Anthropic equity, while DXYZ’s Anthropic holding is much smaller and&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://destiny.xyz/tech100">not detailed</a> by the fund.&nbsp;ARK Venture Fund (ARKVX), a private fund that allows retail access, is another major source. About 3.8% of ARKVX’s portfolio is composed of Anthropic equity, in addition to large stakes in SpaceX, OpenAI, and several listed tech companies.Meanwhile, the Fundrise Innovation Fund (VCX), another private fund with retail access, held roughly 20% exposure to Anthropic.The funds are in high demand. Shares of the VCX have surged nearly 2,000% since listing last week, a key signal to investors in pre-IPO tech companies. ARKVX has returned 63% over the past year, sharply higher than the benchmark indices; DXYZ shares have declined 26% over the past 12 months.The funds are already a hit with retail investors. Watchers on Stocktwits for VCX have increased 2,000% in a week, while those for DXYZ and ARKVX have increased 32% and 22%, respectively, over the past month.Besides the funds, Amazon and Alphabet are among the largest investors with multi-billion-dollar stakes in Anthropic.<h2 class="st-heading-2">Anthropic Valuation Soars To $380B</h2>Anthropic was valued at about $380 billion following a $30 billion funding round led by MGX that closed in February. The company counts Alphabet, Google, Amazon, Microsoft, and Nvidia among its partners, each of which has also taken an equity stake and supplied specialized chips and other technology under agreements worth tens of billions of dollars.It’s been in the news recently over its fallout with the Pentagon over the use of AI in the defense business.&nbsp;The U.S. government designated the AI firm a supply chain risk – meaning it can’t do business with the government or any of its contractors – after Anthropic refused to remove safety guardrails that prevent its Claude AI from being used for fully autonomous weapons or mass domestic surveillance.On Thursday, Anthropic won a preliminary injunction, pausing the government’s plan to sever all ties with the company while the case is heard in the San Francisco federal court.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-s-tough-year-gets-slightly-worse-indie-game-devs-call-for-boycott-urge-peers-to-tank-stock-here-s-why/cZ3utfIRIlN">Nvidia's Tough Year Gets Slightly Worse: Indie Game Devs Call For Boycott, Urge Peers To 'Tank' Stock — Here's Why</a>&nbsp;

This photograph shows a smartphone screen displaying the logo of Anthropic, an American company specializing in artificial intelligence (AI). (Photo by Samuel Boivin/NurPhoto via Getty Images)

Anthropic's IPO Said To Be Coming As Early As October — Here's How To Pick Up A Stake Before It Goes Public

Anthropic is billed as one of the biggest forthcoming IPOs this year.

From SpaceX to xAI: How ETFs Are Packaging Private Assets

ETFs are opening doors to private markets: here's what investors need to know

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