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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.

Iris Energy Ltd

IREN is trending due to increased investor excitement around its AI cloud GPU capacity expansion, with the company targeting a significant increase in annualized run-rate revenue. The community is actively discussing potential price targets and upcoming deals, drawing comparisons to other companies in the AI infrastructure space. Bullish sentiment is fueled by the company's strategic positioning in data centers and renewable energy.

Lithium Americas Corp. engages in the development of the Thacker Pass project. It is focused on advancing Thacker Pass to production it is located in northern Nevada. The company was founded on January 23, 2023 and is headquartered in Vancouver, Canada.

Lithium Americas Corp (NewCo)

Lithium Americas Corp

Lithium Americas ($LAC) is trending following reports that the Trump administration is considering taking an equity stake in the company, potentially restructuring a significant loan. Community discussions revolve around a possible short squeeze, the long-term potential of lithium, and speculation on price targets. The news is drawing attention to the lithium sector, with some suggesting related stocks could also benefit.

The Kroger Co. engages in the retail grocery business with added convenience to retail pharmacies and fuel centers. Its main focus is on growing households and increasing customer loyalty by delivering great value and convenience, and investing in four strategic pillars: Fresh, Brands, Data & Personalization and Seamless. Its brands include Big K, Smart Way, Heritage Farm, Simple Truth, and Simple Truth Organic. The company was founded by Barney Kroger in 1883 and is headquartered in Cincinnati, OH.

Kroger Co.

Kroger is trending as investors discuss its oversold condition and potential for a reversal, supported by consistent dividend growth and share buybacks. The community views $KR as a safe, long-term portfolio addition, highlighting its historical correlation with the SPY and perceived strong support levels. Traders are anticipating a reversal trend, potentially back towards the $70 mark.

uniQure NV engages in the discovery, development, and commercialization of innovative gene therapies. Its discoveries intend to treat hemophilia, Huntington's disease, glybera, and cardiovascular problems. The company was founded by Sander J. van Deventer in 1998 and is headquartered in Amsterdam, Netherlands.

uniQure N.V.

uniQure NV

uniQure is trending after receiving FDA Breakthrough Therapy designation for its Huntington's disease treatment, AMT-130, sparking community discussion about the therapy's potential and future catalysts. The stock is experiencing high volume and price volatility as traders weigh the significance of this regulatory milestone. Community members are actively debating entry points and potential price targets amidst the increased attention on this gene therapy company.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

Riot Blockchain Inc

Riot Blockchain is trending as investors discuss its potential in AI data centers, particularly a fully operational 600MW facility in Texas rumored to be a candidate for an OpenAI deal, fueling bullish sentiment. Community members are also noting the stock's breakout potential and discussing price targets, with some celebrating recent gains after holding shares for extended periods. The broader context includes rising crypto prices and renewed interest in mining stocks, with some suggesting RIOT may soon outperform sector peers.

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 from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, 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 trending due to an analyst upgrade from Wells Fargo, citing expected AWS revenue acceleration driven by AI initiatives; however, the stock's recent underperformance and FTC lawsuit are also prominent discussion points. Community sentiment is mixed, with some expressing frustration over limited YTD growth while others see the dip as a buying opportunity, especially with a potential hardware event later this month.

Cipher Mining, 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 Mining Inc

Cipher Mining is trending as investors speculate about a potential deal with Oracle for AI data centers, similar to recent moves by competitors in the sector. The community is closely watching for official confirmation, with some highlighting Cipher's existing infrastructure and SoftBank's involvement as potential catalysts. This attention comes amid a broader interest in Bitcoin mining companies pivoting towards high-performance computing and AI.

Zevra Therapeutics, Inc. is a commercial-stage rare disease company that combines science, data and patient needs to create therapies for diseases with limited or no treatment options. The firm focuses on the treatment of rare neurological and sleep conditions such as certain Urea Cycle Disorders, Niemann Pick Disease Type C and Idiopathic Hypersomnia. The company receives royalties for AZSTARYS from its commercial partner Corium. The company was founded by Christal M. M. Mickle and Travis C. Mickle on October 30, 2006 and is headquartered in Celebration, FL.

Zevra Therapeutics Inc

ZVRA is trending due to high trading volume and community speculation, with many suggesting potential news or a buyout on the horizon. Discussions revolve around unusual pre-market activity and accumulation of call options, fueling theories about insider knowledge. Some traders express frustration with price manipulation, while others highlight the company's rare disease focus and upcoming presentations.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is trending as investors digest recent earnings and guidance, with many analysts raising price targets. Community chatter revolves around whether the positive results were already priced in, and debates over the stock's valuation and potential for future growth are active. Some traders are eyeing potential pullbacks or profit-taking opportunities after a significant run-up.

Eos Energy Enterprises, Inc. designs, manufactures, and deploys battery storage solutions for the electricity industry. It offers the Eos Znyth DC battery system product which designs to meet the requirements of the grid-scale energy storage market. The company was founded in 2008 and is headquartered in Edison, NJ.

Eos Energy Enterprises Inc - Ordinary Shares - Class A

EOSE is trending due to speculation around its potential in the energy storage sector, specifically its American-made battery technology, with some anticipating a short squeeze. Community discussions revolve around future price targets and the company's potential to benefit from government support and the increasing demand for battery solutions. Bullish sentiment is fueled by the company's recent operational progress.

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IREN stock drew the spotlight on Wednesday as momentum around data centers remains high due to demand for infrastructure in the artificial intelligence space.&nbsp;Arete Research has initiated coverage on IREN with a ‘Buy’ rating, according to TheFly. The firm has set a price target of $78, signaling strong upside potential driven by artificial intelligence (AI) infrastructure and bitcoin mining operations.<a href="https://stocktwits.com/symbol/IREN">IREN stock</a> traded over 15% higher on Wednesday morning and was among the top five trending equity tickers on Stocktwits. Retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:933/107;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_24_103100_png_c47fd9807b.webp" alt="IREN’s Sentiment Meter and Message Volume as of 10:35 a.m. ET on Sep. 24, 2025 | Source: Stocktwits" width="933" height="107"><figcaption>IREN’s Sentiment Meter and Message Volume as of 10:35 a.m. ET on Sep. 24, 2025 | Source: Stocktwits</figcaption></figure>The stock saw a 431% increase in user message count over the past month.&nbsp;Arete highlighted that growing demand from AI-related computing is likely to provide sustainable growth opportunities for miners like IREN, which are actively aligning their business models to capitalize on this trend.According to the firm, the Bitcoin miner has recently made strategic moves to expand its role in the broader digital infrastructure space. IREN stands out by funding its own data center development while also modernizing its crypto mining operations.On Tuesday, IREN said it has doubled its AI Cloud capacity to a total of 23,000 GPUs (graphic processing units), supporting the company’s goal of achieving more than $500 million in annualized AI Cloud revenue by the first quarter of 2026.To meet increasing demand from enterprise customers, the company invested approximately $674 million to acquire 12,400 additional GPUs, including 7,100 NVIDIA B300s, 4,200 NVIDIA B200s, and 1,100 AMD MI350Xs.IREN stock has gained over 389% in 2025 and over 435% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/micron-stock-draws-investor-attention-as-wall-street-praises-q4-print-and-outlook/chD1TK0R33m">Micron Stock Draws Investor Attention As Wall Street Praises Q4 Print, Outlook</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the IREN Limited logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

IREN Stock Surged 15% Today – Here’s A Price Target Update 

Arete cited that IREN stands out by funding its own data center development while also modernizing its crypto mining operations.

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Arete cited that IREN stands out by funding its own data center development while also modernizing its crypto mining operations.


Zacks Investment Ideas feature highlights: Intel, Advanced Micro Devices, Nvidia and Super Micro Computer

Intel surges as the U.S. government and Nvidia take stakes, fueling optimism in AI, data centers, and autonomous tech.

Skin in the Game: The US Government & Nvidia Back Intel 

Despite years of struggle, Intel is on the cusp of a significant turnaround. The US government???s equity stake, Nvidia???s investment and collaboration, and Intel???s foundational role in AI make for an attractive investment. 

The Zacks Analyst Blog Highlights Micron Technology, Alphabet, Meta Platforms, Amazon.com, NVIDIA and Advanced Micro Devices

Micron earnings preview highlights AI-driven HBM demand, with ties to Nvidia and AMD fueling long-term growth.

Advanced Micro Devices (AMD) Surpasses Market Returns: Some Facts Worth Knowing

In the most recent trading session, Advanced Micro Devices (AMD) closed at $159.79, indicating a +1.52% shift from the previous trading day.

Micron to Report Q4 Earnings: Buy, Hold, or Take Profits Now? 

Micron targets $10.7B in Q4 sales and $2.50 EPS, fueled by surging HBM demand and strong AI-driven growth momentum. 

Super Micro Computer (SMCI) was among the top five trending equity tickers on the Stocktwits platform on Monday afternoon after the company introduced a broad lineup of AI-driven computing systems at its Supermicro INNOVATE! event in Madrid, Spain.The company unveiled new servers and showcased its latest advancements in AI-optimized technologies, developed in collaboration with Advanced Micro Devices Inc. (AMD), Intel Corp. (INTC), and NVIDIA Corp. (NVDA).&nbsp;<a href="https://stocktwits.com/symbol/SMCI">Super Micro Computer stock</a> traded over 5% higher on Monday afternoon. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘normal’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:934/102;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_22_132734_png_7d0e7842c2.webp" alt="SMCI’s Sentiment Meter and Message Volume as of 01:15 p.m. ET on Sep. 22, 2025 | Source: Stocktwits" width="934" height="102"><figcaption>SMCI’s Sentiment Meter and Message Volume as of 01:15 p.m. ET on Sep. 22, 2025 | Source: Stocktwits</figcaption></figure>The stock experienced a 107% increase in user message count in 24 hours. A bullish Stocktwits user expressed optimism about the news.&nbsp;<stembedurl>https://stocktwits.com/BRAINTRADER/message/629546309</stembedurl>Another user said they are going long on the stock.&nbsp;<stembedurl>https://stocktwits.com/buddypra/message/629544443</stembedurl>Super Micro’s new platforms now include support for Nvidia’s HGX B300 and GB300 NVL72 rack-scale GPUs, with many of them featuring liquid cooling solutions. The company says this can reduce data center power consumption by up to 40%.Based in San Jose, California, Super Micro offers products and services, including servers, AI systems, storage,&nbsp;Internet of Things (IoT) devices, networking switches, software, and technical support.The AI server maker guided first-quarter&nbsp;(Q1) adjusted&nbsp;earnings per share (EPS) in the range of $0.40 to $0.52 and net sales of $6 billion to $7 billion, versus the consensus estimates of $0.46 and $6.48 billion, respectively, according to Fiscal AI data.&nbsp;Super Micro Computer stock has gained over 56% year-to-date and over 2% in the last 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-quantum-computing-stock-falling-today/chDQruJR32V">Why Is Quantum Computing Stock Falling Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Super Micro Computer, Inc. logo is seen displayed on a smartphone screen. 

Why Did Super Micro Computer Stock Gain 5% Today? 

Super Micro unveiled new servers and showcased its latest developments in AI-optimized technologies, which were developed in collaboration with Advanced Micro Devices Inc. (AMD), Intel Corp. (INTC), and NVIDIA Corp. (NVDA). 

Strong Momentum in DRAM and NAND to Propel MU's Q4 Earnings

Micron Technology raises Q4 guidance as booming AI demand fuels DRAM and NAND sales, with key partnerships boosting its earnings momentum.

Shares Iren (IREN) surged 10% at market open on Monday after the company announced’s doubling its AI Cloud GPU capacity to 23,000, targeting $500 million in annualized revenue by early 2026.Iren said it had acquired an additional 12,400 GPUs on Monday for roughly $674 million. This includes 7,100 Nvidia B300s, 4,200 Nvidia&nbsp; B200s, and 1,100 AMD MI350Xs.&nbsp; Deliveries are scheduled over the coming months at the company’s Prince George campus in British Columbia, Canada.&nbsp;On Stocktwits, retail sentiment surrounding&nbsp;<a href="http://stocktwits.com/symbol/IREN">Iren’s stock</a> shifted higher into ‘bullish’ territory.&nbsp;The announcement builds on the company’s August plan to expand into AI infrastructure, joining other crypto miners shifting toward high-performance AI computing to secure more sustainable revenue growth. At the time, Iren also disclosed a $193 million investment to scale its AI Cloud business.The company said combining AMD’s (AMD) hardware with Nvidia (NVDA) GPUs strengthens its AI infrastructure offerings and broadens its addressable market. Iren cited strong demand for AI Cloud capacity, noting a “growing appetite among customers to contract capacity ahead of commissioning,” and said it is “well positioned” to capture this demand.&nbsp;Iren added that its British Columbia campus is capable of supporting more than 60,000 Blackwell GPUs. The company also operates additional AI data center campuses in Mackenzie and Canal Flats, Canada. In the U.S., it runs three large-scale sites in West Texas.The expanded AI Cloud fleet will total roughly 23,000 GPUs, including 1,900 NVIDIA H100s and H200s, 19,100 NVIDIA B200s and B300s, 1,200 NVIDIA GB300s, and 1,100 AMD MI350Xs.<a href="http://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> edged 0.8% lower in morning trade, while&nbsp;<a href="http://stocktwits.com/symbol/AMD">AMD’ stock</a> rose more than 2.5%. Retail sentiment around both chip makers trended in ‘bullish’ territory over the past day.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/strive-merge-with-semler-scientific-boosts-bitcoin-holdings-to-nearly-11000-btc/chDQ82SR32f">Strive To Merge With Semler Scientific, Boosts Bitcoin Holdings To Nearly 11,000 BTC</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

IREN Stock Jumps After Doubling AI Cloud Capacity With New Nvidia, AMD GPUs

The company stated that it purchased a mix of NVIDIA B200s, B300s, H-series GPUs, and AMD MI350Xs to meet the rising demand for AI.

Can Significant Capital Infusions Drive Innovation in Intel Chips?

INTC secures multibillion-dollar backing from NVIDIA, Softbank and the U.S. government to fuel AI innovation and expand its chip manufacturing strategy.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Will Costco Wholesale ($COST) beat its quarterly EPS estimate? 
 
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