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AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

Applovins stronger-than-expected quarterly results, upbeat forward guidance, and expanded share-repurchase authorization are driving a sharp rally. Bulls see the report as a sign that growth remains intact and a possible squeeze on short sellers, while others warn the earnings-fueled move could fade and are taking profits.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snaps quarterly results are driving attention, with softer ad growth and weaker North American daily-user trends weighing on sentiment despite improved profitability and cash generation. Traders are split between focusing on the user and advertising concerns and seeing progress in subscriptions and operating efficiency as evidence of a turnaround.

Redwire Corp. engages in the development and provision of space and defense technologies and mission-critical solutions for government, commercial, and civil customers. Its offerings include spacecraft platforms, space infrastructure, avionics, sensors and payloads, power generation systems, radio frequency systems, microgravity research and manufacturing technologies, autonomous systems, optical sensors, and digital engineering solutions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwires quarterly results are driving discussion, with traders weighing weaker-than-expected revenue and an underwhelming outlook against improved margins, a record backlog, and reaffirmed guidance. The share-price drop has prompted debate over execution and possible further dilution, while some investors see the operational progress as encouraging.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomms agreement to supply chips and software for SpaceXs planned Starlink Mobile network is drawing attention, with traders debating its long-term potential against questions about execution and timing. The conversation also centers on mixed earnings: a modest beat and growth in automotive were weighed against handset weakness, cost pressures and cautious guidance.

Dutch Bros, Inc. engages in operating and franchising drive-thru shops that focus on handcrafted beverages. It operates through the Company-Operated Shops, and Franchising and Other segments. The Company-Operated Shops segment consists of coffee shop sales to customers. The Franchising and Other segment is involved in bean and product sales to franchisees and includes the initial franchise fees, royalties, and marketing fees. The company was founded by Travis Boersma and Dane Boersma in 1992 and is headquartered in Tempe, AZ.

Dutch Bros Inc - Ordinary Shares - Class A

Dutch Bros Inc

Dutch Bros shares sold off sharply around its Q3 report despite a narrow earnings beat, with traders focused on concerns about slowing growth, elevated costs and the stocks rich valuation. Bears also point to pricey drinks, consumer pressure and competition from 7 Brew, while bulls argue the decline is overdone and view the pullback as a buying opportunity.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arms quarterly results beat expectations, but shares sold off as traders judged the outlook roughly in line and questioned whether it justified the stocks valuation. Bulls point to AI and data-center demand and see a buying opportunity, while bears cite high expectations and weakness across semiconductor stocks.

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

Coherent Corp

Coherents strong earnings, raised outlook, and reported multiyear customer agreement for AI data-center optics are drawing attention. Traders are split between viewing the results as evidence of durable demand and seeing the share decline as part of a broader AI-sector selloff, with some questioning whether growth expectations are already priced in.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

JOBYs steep selloff and new lows have fueled debate over a bearish Barclays downgrade, cash burn and uncertainty about the pace of FAA certification. Bulls point to certification progress, Toyotas backing and defense opportunities, while bears argue commercialization remains distant and further funding may be needed.

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

IRENs selloff is being discussed amid fears that election-driven policy shifts could slow Texas data-center development, alongside reports of Microsoft spending cuts and delays tied to IREN projects as earnings approach. Bears focus on regulatory and execution risks, while bulls argue that IRENs existing sites and power could become more valuable if new construction faces hurdles; the reported delays remain disputed.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

TTD is drawing attention around earnings, as traders question whether advertising growth and guidance can reverse the stocks prolonged decline amid concerns about competition and execution. Bears expect further weakness and criticize management, while bulls point to heavy short interest and oversold conditions as possible support for a rebound.

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Tom Lee Says BitMine Has No Reason To Sell ETH With Staking Rewards Over $300M

Cryptocurrency

Lee said that Ethereum should be trading above $5,000 in a new bull cycle, and could top $10,000 in one to two years.


Tom Lee Says Robinhood's Blockchain Is One Of 2026's 'Biggest Success Stories'

Equity

Bitmine staked 85% of its Ethereum holdings, generating annualized staking revenue of roughly $242 million.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc - 9.50% PRF PERPETUAL USD 100 - Ser A

Bullish Sentiment

<ul class="summary-bullets"><li>BitMine won’t have to sell Ethereum out of financial necessity because the staking rewards of about $300 million a year cover roughly $30 million to $35 million in annual preferred dividends, Lee said.</li><li>In total, BitMine had 5,815,164 ETH, or about 4.8% of supply, 200,000 ETH short of the 5% it set out to hold.</li><li>Lee said it would make sense for enterprises to start holding ETH and BitMine would revisit the question next year.</li></ul>BitMine Immersion Technologies Inc. (BMNR) chairman Tom Lee said on Monday that the company would not need to sell any of its Ethereum (ETH) holdings, and that staking rewards easily cover its obligations to preferred shareholders.BitMine will not sell ETH out of financial necessity, and its preferred stock dividends are well covered by existing ETH rewards, Lee&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=2SgQ5kVo5v8">told Bankless</a>. He estimated the annual dividend burden on the company’s 9.5% Series A perpetual preferred (BMNP) at about $30 million to $35 million, compared with staking rewards that he said would be close to $300 million a year at current prices."Instead of us selling Ethereum, we're more likely trying to find ways to monetize our Ethereum holdings," Lee said, adding that ETH was an inherently yield-bearing asset and that the company was not currently converting rewards into dollars.<h2 class="st-heading-2">Five Percent Not Final</h2>Lee also suggested that the&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bmnr-nears-5-percent-all-ethereum-tom-lee-buys/cZKf8SJR731">company’s 5% supply target</a> may not be a cap. “It would make a ton of sense to own more than 5% if enterprises start to hold ETH as a long-duration asset, but we’ll come back to that question next year,” he said.Lee estimated the company was about 200,000 ETH, or roughly $350 million, short of the target. Staking rewards alone were worth more than 100,000 ETH a year, he said, so around 80,000 ETH had to be purchased outright.BitMine was expected to reassess how quickly it would buy Ethereum in September, said Lee, and the company would probably have bought up to 5% if the Digital Market Asset Clarity Act (CLARITY Act) had passed. The Senate is expected to take&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/coinbase-ceo-crypto-bull-market-clarity-act-trump-ethics-offer/cZYIAcJRJZ4">a procedural vote</a> on the bill September 15.Lee added that Ethereum should be trading above $5,000 on a new bull cycle alone and could easily go above $10,000 within one to two years once tokenization and AI-driven demand are layered in.<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> was up by 2% during the past 24 hours. On Stocktwits, retail sentiment around ETH remained in the ‘extremely bullish’ zone, while chatter around it stayed at ‘high’ levels over the past day.<h2 class="st-heading-2">Neutral On Issuance Debate</h2>Lee declined to comment on EIP-8361, the Tapered Issuance Burn proposal submitted last week, which would kill consensus-layer issuance after half of the ETH supply is staked. He said BitMine had spoken to both supporters and critics and would not comment until those discussions were complete.&nbsp;“If there was no yield on Ethereum, there would be a lot of other ways to generate it,” Lee said.&nbsp;<h2 class="st-heading-2">Rally Lifts Holdings To $14.9B</h2>BitMine disclosed on Monday that its crypto, cash, and “moonshot” holdings climbed to $14.9 billion after Ethereum rose 30% over the week.&nbsp;As of Sunday, the company held 5,847,611 ETH at $2,440 per token, of which 5,067,309, or roughly $12.4 billion worth, is staked through&nbsp;Made in America Validator Network (MAVAN), plus 210 Bitcoin (BTC), a $180 million stake in Beast Industries, an $89 million stake in Eightco Holdings (ORBS), and $308 million in cash and marketable securities. “Annualized staking revenues are now projected at $330 million,” said Lee.<a href="https://stocktwits.com/symbol/BMNR">BMNR stock</a> was up over 7% during midday trading. On Stocktwits, the retail sentiment around BMNR was in the ‘extremely bullish’ zone, while chatter around it stayed at ‘extremely high’ levels over the past day.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/gemini-prediction-markets-exclusive-apex-crypto-deal/cZYKNlDRJF4">Gemini Moves Deeper Into Prediction Markets With Exclusive Apex Crypto Deal</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tom Lee, the chairman of BitMine, speaks during the Fan Meetup at World Flagship Space Seoul on September 25, 2025 in Seoul, South Korea. (Photo by Myunggu Han/Getty Images for BitMine)

BitMine Immersion Technologies Inc. (BMNR) chairman Tom Lee said on Monday that the company would not need to sell any of its Ethereum (ETH) holdings, and that staking rewards easily cover its obligations to preferred shareholders.

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