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Skillz, Inc. operates a mobile gaming platform that connects players in competition. It helps developers build franchises by enabling social competition in their games. Skillz hosts casual esports tournaments for mobile players worldwide. The company was founded by Andrew C Paradise and Casey Chafkin in 2012 and is headquartered in Las Vegas, NV.

Skillz Inc - Ordinary Shares - Class A

Skillz Inc

Skillz Inc. is experiencing extreme price volatility and significant trading halts following a major legal victory against Papaya Gaming, which has sparked intense debate among investors regarding the company's valuation and the potential for a short squeeze. Community sentiment remains deeply polarized, with some bulls pointing to the cash infusion as a catalyst for growth while vocal detractors label the stock a fraudulent "hallt-heavy" trap that systematically prevents retail traders from executing trades.

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Markets are exhibiting sharp volatility as investors react to geopolitical tensions in the Middle East, specifically reports of Iranian officials resigning from the negotiating team and intensified naval confrontations. The community is deeply divided between active 'dip buyers' expecting a rapid rebound and bearish traders pointing to the broader energy crisis and conflict risks as catalysts for a deeper pullback.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

The Invesco QQQ Trust is experiencing extreme intraday volatility driven by ongoing geopolitical tensions and investor frustration over heavy market manipulation. Community sentiment is deeply divided, with many traders debating whether the relentless, low-volume price surges reflect genuine bullish strength or a dangerous, artificial bubble orchestrated by institutional algorithms.

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 seeing significant volatility following a quarterly update that highlighted progress on its Eagle Line pilot production and new market engagements beyond the automotive sector, including AI data centers and defense. While some investors are optimistic about the company's commercial validation and potential for a short squeeze, others remain skeptical, pointing to the company's ongoing cash burn and the historical tendency for the stock to experience sharp intraday reversals.

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Direxion Daily Semiconductor Bull 3X Shares

SOXL is seeing intense retail engagement and volatile price action as traders debate whether the stock is in a sustainable semiconductor super-cycle or a speculative AI bubble nearing a blow-off top. Community discussion is heavily divided between bulls celebrating a record-breaking streak of gains and bears anticipating a violent correction, with many retail participants actively debating the risks of holding a 3x leveraged ETF through upcoming semiconductor earnings.

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Direxion Daily Semiconductor Bear 3X Shares

Direxion Daily Semiconductor Bear 3X Shares (SOXS) is trending as investors grapple with the aggressive, multi-week rally in the semiconductor sector, leading to intense debate over whether current market conditions represent a bubble or a structurally supported super-cycle. Community members are actively debating the timing of a potential reversal, with many expressing frustration over the persistent divergence between sector performance and inverse ETF price action.

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 is experiencing extreme volatility as market participants debate the real-world impact of the DOJ's reclassification of state-licensed medical marijuana to Schedule III. While some retail investors are rallying behind the potential for long-term tax relief and broader market access, many others remain skeptical, citing a history of dilution and viewing this as a 'sell-the-news' event that fails to address the lack of direct U.S. cannabis operations.

Redwire Corp. manufactures and supplies space equipment. It offers critical space solutions and reliability components for the next generation space economy with IP for solar power generation and in-space 3D printing and manufacturing. It assists its customers in solving challenges of future space missions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire Corp is facing significant selling pressure from its largest shareholder, AE Industrial Partners, which is consistently divesting its stake, causing heavy overhead resistance and volatility despite the company landing frequent defense contracts. The community remains largely bullish on the company's long-term potential as a key player in space infrastructure and drone technology, but remains frustrated by the relentless supply overhang that has consistently capped rallies near the double-digit price level.

American Airlines Group, Inc. is a holding company, which engages in the operation of a network carrier through its principal wholly owned mainline operating subsidiary, American. The firm offers air transportation for passengers and cargo. It operates through the following geographical segments: Domestic, Latin America, Atlantic, and Pacific. The company was founded on December 9, 2013, and is headquartered in Fort Worth, TX.

American Airlines Group Inc

American Airlines is seeing increased volatility as investors weigh better-than-expected first-quarter revenue against a downward revision to its full-year earnings outlook due to rising jet fuel costs. The stock remains a focal point for the trading community, with intense discussion surrounding the impact of global supply chain disruptions on fuel availability and potential industry consolidation.

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 is seeing intense volatility after a double-earnings beat was overshadowed by margin concerns, geopolitical headwinds, and broader investor anxiety regarding the impact of AI on SaaS valuations. While the community is deeply divided between those viewing the sell-off as a prime accumulation opportunity for a high-growth asset and those fearing a long-term structural reset, the core debate centers on whether AI serves as a long-term accelerator for enterprise workflows or a margin-crushing threat to software pricing models.

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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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