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Memecoin on Cronos launched by the Cro Crow community

crow with knife

Crow with knife is driving community excitement through its multi-chain presence and deflationary tokenomics, with supporters highlighting its organic growth and recent branding milestones. Investors are actively discussing the project's expansion across major blockchain ecosystems as they look for high-conviction opportunities in the meme coin sector.

Swarmer, Inc. is an AI-driven software company, which develops software platforms and AI systems for autonomous swarm control of drones and unmanned vehicles. The firm offers STYX AI Command and Control System, MINAS Autonomy and Collaboration AI, and TRIDENT Embedded Drone Operating System. The company was founded by Alex Fink and Serhii Kuprienko in May 2023 and is headquartered in Austin, TX.

Swarmer Inc.

Swarmer Inc. is drawing significant attention after a strong IPO debut, with investors actively debating the potential of its combat-tested drone software amidst global defense demand. While many in the community are betting on explosive momentum and potential government contracts, others are urging caution, highlighting the company's limited revenue and the typical volatility associated with low-float IPOs.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services such as lead generation and content for other financial services institutions. The company was founded in 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is trending after a sharp volatility spike triggered by a critical short-seller report from Muddy Waters, which alleged accounting irregularities and aggressive debt reporting. The community is actively discussing a massive V-shaped recovery and widespread suspicion of market manipulation, as CEO Anthony Noto responded immediately with significant insider share purchases while the firm vowed to explore legal action against the short sellers.

Solana is a high-performance Layer 1 blockchain designed for mass adoption by providing a fast, secure, and low-cost environment for decentralized applications. It distinguishes itself by scaling globally without the use of complex sharding or multiple layers, instead maintaining a single, unified ledger to avoid liquidity fragmentation. This architecture allows it to process thousands of transactions per second with sub-second finality, often at a cost of less than a penny per transaction.  The network operates on a unique hybrid model that combines Proof of Stake with an innovation called Proof of History, which functions as a decentralized clock to timestamp transactions. This system reduces the need for constant node communication, allowing the Sealevel engine to run non-conflicting smart contracts in parallel across multiple CPU cores. Further efficiency is gained through the Gulf Stream protocol, which reduces confirmation times by forwarding transactions to validators before the current block is finished.  Founded in 2017 by Anatoly Yakovenko, Solana is now supported by the Switzerland-based Solana Foundation and significant institutional investors like Andreessen Horowitz and Polychain Capital. The platform’s native token, SOL, serves as the primary currency for paying transaction fees, participating in network governance, and securing the system through staking.   Solana has also seen significant institutional adoption ranging from spot Solana ETFs to major partnerships including Visa's 2025 launch of USDC settlement on the network and the tokenization of public equity by firms like Galaxy Digital.

Solana

Solana is currently a major focal point for traders navigating the intersection of meme coin volatility and institutional interest, with community members actively discussing its role as a high-speed settlement layer for AI agents and its status as a digital commodity. While some investors focus on potential long-term staking rewards and ecosystem development, market sentiment is split between those capitalizing on the rapid emergence of new tokens and others exercising caution due to broader macroeconomic pressures.

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 downward pressure as investors weigh disappointing full-year earnings guidance and persistent leadership uncertainty amid a high-profile board reshuffle. The community remains divided, with some traders highlighting the stock's low valuation as a potential long-term entry point while others express concerns over increased competition and waning brand momentum.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbase is currently trending as investors monitor its tight correlation with Bitcoin and shifting institutional sentiment regarding crypto-focused legislation. The community remains divided, with active debates focused on the stock's recent price volatility, potential technical breakout levels, and the company's long-term competitive position as a leading digital asset exchange.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

Oklo Inc. is currently facing significant volatility as investors weigh the company's recent NRC materials license win and DOE agreement against concerns over its pre-revenue status and impending quarterly financial disclosures. Community sentiment remains polarized, with some bulls highlighting long-term potential in AI-driven nuclear energy while bears express skepticism over insider selling and the extended timeline for operational deployment.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisk is trending as investors react to a significant strategic pivot, specifically the news that the company has ended its legal feud with Hims & Hers to form a partnership for the distribution of its branded GLP-1 medications. While the community remains divided over the long-term competitive threats posed by rivals like Eli Lilly and ongoing regulatory scrutiny, many are actively debating whether the stock's current distressed valuation and dividend yield present a compelling entry point for patient investors.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is experiencing high volatility as investors track the broader defense drone sector ahead of upcoming earnings and potential military contract updates. Community sentiment remains polarized between long-term bullishness on the company's autonomous technologies and skepticism driven by previous price swings and recent competitive updates.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabet is trending as investors weigh its aggressive AI infrastructure investments and TPU hardware deals against macroeconomic headwinds and intensified competition in the cloud and AI software sectors. The community is actively debating the durability of the current AI capital expenditure cycle and the potential impact of geopolitical tensions on tech giants with global data center footprints.

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<ul class="summary-bullets"><li>According to a report from CNBC that cited people close to the company, the deal is worth over $10 billion.&nbsp;</li><li>Cerebras said that the partnership was a decade in the making, with teams of both companies having met frequently since 2017 to share research and other work.&nbsp;</li><li>Cerebras is an artificial intelligence company that builds Wafer-Scale Engines (WSEs) designed to train and run generative AI models that are touted to respond up to 15 times faster than GPU-based systems.</li></ul>ChatGPT’s OpenAI and AI chipmaker Cerebras Systems on Wednesday announced that they have signed a 750 megawatts multi-year computing power agreement.Both companies announced the plans on their websites. The deployment will roll out in multiple stages starting in 2026 and make it the largest high-speed AI inference deployment in the world, Cerebras said.Meanwhile, OpenAI said in its statement that capacity will go online in multiple tranches through 2028.<h2 class="st-heading-2">Deal Contours</h2>According to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/01/14/cerebras-scores-openai-deal-worth-over-10-billion.html">report</a> from CNBC that cited people close to the company, the deal is worth over $10 billion.Cerebras said that the partnership was a decade in the making, with teams having met frequently since 2017 to share research. Under the deal, Cerebras will deploy its wafer-scale systems to serve OpenAI customers.“For Cerebras, 2026 is shaping up to be an extraordinary year. In collaborating with OpenAI, the wafer-scale technology we pioneered will reach hundreds of millions—and eventually billions—of users,” the company said.“OpenAI’s compute strategy is to build a resilient portfolio that matches the right systems to the right workloads. Cerebras adds a dedicated low-latency inference solution to our platform. That means faster responses, more natural interactions, and a stronger foundation to scale real-time AI to many more people,” said Sachin Katti, who works with OpenAI’s compute infrastructure.<h2 class="st-heading-2">What Is Cerebras?</h2>Cerebras is an artificial intelligence company that positions itself as a high-speed solution for AI. The company builds Wafer-Scale Engines (WSEs) or large processors designed to train and run generative AI models touted to provide responses up to 15 times faster than GPU-based systems.This makes Cerebras a competitor to companies like Nvidia Corp. (NVDA), which provides GPU-based solutions and is the largest semiconductor company in the world.Earlier, Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-01-13/cerebras-in-discussions-to-raise-funds-at-22-billion-valuation">reported,</a> citing a person familiar with the matter, that Cerebras was in talks to raise about $1 billion in a new funding round, valuing it at $22 billion before the investment. The company was still planning to pursue an initial public offering, as per the report.Cerebras <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/2021728/000162828024041596/cerebras-sx1.htm">filed</a> for an IPO with the U.S. Securities and Exchange Commission in 2024, without a set share price or expected market cap. The company was expected to go public in 2025, but <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/2021728/000119312525230382/d886849drw.htm">withdrew</a> its plans in October 2025.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around OpenAI was in the ‘neutral’ territory amid ‘high’ message volumes.Meanwhile, retail sentiment around Cerebras Systems was in the ‘neutral’ territory amid ‘normal’ message volumes.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration the logo of OpenAI Voice Engine is seen on the mobile phone. (Photo by Dilara Irem Sancar/Anadolu via Getty Images)

OpenAI Partners With Cerebras For 750 MW Computing Power Deal Through 2028

The deployment will roll out in multiple stages starting in 2026 and make it the largest high-speed AI inference deployment in the world, Cerebras said.

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<ul class="summary-bullets"><li>Gavin Baker said Nvidia’s Groq licensing deal raises competitive pressure on standalone AI ASIC developers.</li><li>Baker said inference is splitting into prefill and decode, with Nvidia using Rubin CPX, Rubin, and a Groq-derived SRAM variant for different workloads.</li><li>Baker said customers are now willing to pay for SRAM speed, increasing his confidence that most AI ASICs will be canceled except TPU, AI5, and Trainium.</li></ul>Gavin Baker, managing partner at Atreides Management, said Nvidia’s decision to license technology from AI startup Groq points to mounting pressure on independent artificial intelligence (AI) chip firms and reinforces his view that the sector is moving toward consolidation.The stock rose 1.2% to $190.89 at the time of writing.<h2 class="st-heading-2">Baker Flags Competitive Pressure&nbsp;</h2>Baker said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/GavinSBaker/status/2004562536918598000">post on X</a> that Nvidia’s approach of combining multiple architectures raises the competitive bar for standalone AI application-specific integrated circuit (ASIC) developers.The comments came after Nvidia disclosed a licensing arrangement with Groq. Nvidia said it has agreed to a licensing deal that gives it the right to integrate Groq’s chip design into future products, while Groq will continue operating as an independent company. Some of Groq’s senior executives will join Nvidia to help scale the licensed technology. Financial terms were not disclosed.<h2 class="st-heading-2">Baker Details Prefill And Decode Workloads</h2>Baker said inference workloads are increasingly disaggregating into prefill and decode stages, with each phase favoring different hardware characteristics. He said prefill workloads reward memory capacity, while decode workloads depend on extremely high memory bandwidth and low latency.He said Nvidia’s Rubin CPX, Rubin, and a Groq-derived static random-access memory (SRAM) variant can be used together, with Rubin CPX optimized for massive context windows during prefill, Rubin used for training and high-density, batched inference workloads, and the Groq-derived variant optimized for ultra-low-latency, agentic reasoning inference workloads.<h2 class="st-heading-2">SRAM Performance Gains Are Now Clear</h2>Baker said SRAM-based architectures can deliver token-per-second performance far exceeding graphics processing units (GPUs), tensor processing units (TPUs), or other ASICs, even though they come at a higher cost per token due to smaller batch sizes. He said recent results from Groq and Cerebras show customers are willing to pay for speed and low latency, resolving a key uncertainty from roughly 18 months ago.Based on that shift, Baker said his confidence has increased that all application-specific integrated circuits will eventually be canceled except TPU, AI5, and Trainium.Baker said Groq’s many-chip rack architecture was much easier to integrate with Nvidia’s networking stack and potentially within a single rack, while Cerebras’s wafer-scale engine almost requires an independent rack.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for Nvidia was ‘bearish’ amid ‘low’ message volume.<figure class="image"><img style="aspect-ratio:975/144;" src="https://news.stocktwits-cdn.com/nvda_ss_png_e23bb768ea.webp" alt="nvda ss.png" width="975" height="144"><figcaption>NVDA sentiment and message volume as of December 26| Source: Stocktwits</figcaption></figure>One user expects the stock to “go to all time high” before the end of the year.<stembedurl>https://stocktwits.com/AqAQ/message/640169940</stembedurl>Another user said, “they [Nvidia] were already laps ahead of their competition. This deal not only secured that lead but extended it. Perfect synergy with Groq”<stembedurl>https://stocktwits.com/Jagr99/message/640169464</stembedurl><a href="https://stocktwits.com/symbol/NVDA">Nvidia’s stock</a> has risen 42% so far in 2025.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Nvidia is displayed on a smartphone screen on November 24, 2025 in Chongqing, China.

Why Gavin Baker Thinks Nvidia’s Groq Deal Is Bad News For Many AI Chip Firms

Nvidia’s Groq deal underscores a narrowing field for independent AI chipmakers, according to Gavin Baker.

Palo Alto Networks, Inc. (PANW) stock traded 4.8% lower on Wednesday as several analysts slashed the firm’s price target following the&nbsp;company’s&nbsp;third-quarter earnings.Palo Alto reported&nbsp;third quarter (Q3) revenue of $2.29 billion, beating estimates of $2.28 billion, and adjusted earnings per share of $0.80, beating estimates of $0.77, as per Finchat data.Bernstein analyst Peter Weed reduced the price target for Palo Alto to $225 from $229 while maintaining an ‘Outperform’ rating on the stock,&nbsp;as per TheFly.According to the analyst, the company showed a modest 0.7% outperformance relative to the midpoint for Q3 next-generation security annual recurring revenue (NGS ARR), which has drawn significant investor attention.Palo Alto Networks projected its strongest sequential NGS ARR growth since launching its platformization initiative, said the analyst.JPMorgan revised its price target, cutting it to $221 from $225 while reiterating an ‘Overweight’ rating.&nbsp;In a note to investors&nbsp;cited by TheFly, the firm stated that although the company posted solid operating margins and met growth expectations, these positives were tempered by weaker-than-anticipated gains in net new annual recurring revenue and remaining performance obligations.&nbsp;Despite these challenges, the note points to encouraging signs that agentic AI is shifting from experimental stages to real-world implementation.&nbsp;The firm also noted Palo Alto’s proactive stance in AI-related cybersecurity, positioning itself as a frontrunner among platform providers preparing for widespread AI integration.Barclays slashed its price target on Palo Alto to $210 from $213 while maintaining an ‘Overweight’ rating.&nbsp;The firm noted that fiscal Q3 results were generally in line with expectations, showing stronger annual recurring revenue, though bookings for remaining performance obligations came in slightly below estimates due to a more challenging April.&nbsp;Barclays expressed increased confidence in the company’s ARR growth trajectory for Q4 and fiscal 2026&nbsp;(FY26)&nbsp;but opted to modestly lower its FY26 revenue growth estimate to 13% as a precaution.Northland cut the price target on the stock to $177 from $210 while maintaining a Market Perform rating.&nbsp;The brokerage&nbsp;scaled back&nbsp;its&nbsp;long-term growth outlook and no longer sees justification for forecasting growth to accelerate beyond the 17%&nbsp;to&nbsp;19% range the company suggested early in its platformization strategy.On Stocktwits, retail sentiment around Palo Alto remained&nbsp;in&nbsp;‘extremely bullish’&nbsp;territory.<figure class="image"><img style="aspect-ratio:630/76;" src="https://news.stocktwits-cdn.com/Screenshot_2025_05_21_133217_png_abf377b052.webp" alt="PANW's Sentiment Meter and Message Volume as of 01:40 p.m. ET on May 21, 2025 | Source: Stocktwits" width="630" height="76"><figcaption>PANW's Sentiment Meter and Message Volume as of 01:40 p.m. ET on May 21, 2025 | Source: Stocktwits</figcaption></figure>A Stocktwits user hoped for a stock rebound.<stembedurl>https://stocktwits.com/TheBullishTrade/message/615374173</stembedurl><a href="https://stocktwits.com/symbol/PANW">Palo Alto</a> stock added 0.7% year-to-date and 17.6% in the past 12 months.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/leddartech-announces-workforce-reduction/ch0e4KhRbY1">LeddarTech Stock Gets Battered After Slashing 95% Workforce: Retail Bearish</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Palo Alto Networks logo is displayed on a smartphone screen on February 10, 2025, in Chongqing, China. 

Palo Alto Slides As Analysts Slash Price Targets Post Q3 Print, But Retail Is Buoyant 

Analysts trimmed price targets due to softer recurring revenue growth and cautious longer-term outlooks amid evolving AI strategies.

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