SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

BlackRock Institutional Trust Company N.A. - iShares Silver Trust

iShares Silver Trust

iShares Silver Trust (SLV) is experiencing a parabolic surge, driven by robust retail interest and an active short squeeze that has left many bears capitulating. The community is sharply divided, with bulls confidently proclaiming silver as a 'real asset' poised for significantly higher levels amid macro economic concerns, while bears caution about an unsustainable bubble and an impending correction. This rally is also buoyed by growing industrial demand for silver in emerging sectors like AI and electric vehicles, adding a fundamental layer to the speculative fervor.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is trending as investors eagerly await a promised report from prominent investor Michael Burry, following recent insider share purchases by CEO Ryan Cohen and board member Larry Cheng. This renewed interest, combined with the stock's legacy of high short interest, is fueling community speculation about a potential short squeeze and significant price movement.

USA Rare Earth, Inc. is domestic supplier of rare earth magnets and heavy rare earth elements. It is developing a vertically integrated, domestic supply chain for rare earth element magnet production, with a facility in Stillwater, Oklahoma, and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth (USAR) is trending on the back of substantial government backing and private investment designed to fortify the U.S. rare earth supply chain. The community is highly engaged, drawing parallels to previous government-supported ventures and actively discussing short interest amidst significant trading volume. This strategic influx positions USAR as a critical player in national security and reducing reliance on foreign mineral sources.

Brand Engagement Network, Inc. engages in the provision of conversational artificial intelligence assistants with the purpose of transforming engagement and analytics for businesses through security-focused, multimodal communication and human-like artificial intelligence assistants. The firm is also involved in delivering highly personalized, multi-modal artificial intelligence engagement with a focus on industries where there is a massive workforce gap and an opportunity to transform how consumers engage with networks, providers, and brands. The company is founded on March 14, 2024 and is headquartered in Jackson, WY.

Brand Engagement Network Inc

Brand Engagement Network Inc is trending following news of a strategic AI licensing partnership aimed at government and commercial markets in Africa. This announcement, combined with its low float and extremely high borrow fees, has triggered intense community discussion around a significant short squeeze. Traders are actively anticipating further parabolic moves, drawing parallels to other recent squeeze plays as the AI sector remains a focal point.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Thompson Falls, MT.

United States Antimony Corp.

United States Antimony Corp

United States Antimony Corp (UAMY) is trending as the broader critical minerals sector draws significant interest amid ongoing government efforts to bolster domestic supply chains. Community discussion is rife with speculation about impending major government investments or partnerships for UAMY, especially after recent developments for industry peers, highlighting its critical role as the sole U.S. antimony producer for defense. Despite notable market volatility, many investors are seizing dips, confident in UAMY's strategic importance and long-term growth potential.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the Materials and Magnetics segments. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP Materials is trending as the broader rare earth sector experiences heightened investor attention, driven by U.S. government initiatives to secure domestic critical mineral supply chains and reduce reliance on foreign sources. The community is actively discussing MP's established market position and its potential for further growth, often viewing price pullbacks as buying opportunities. Optimism stems from ongoing geopolitical tailwinds and comparisons to other rare earth companies receiving government backing.

ProShares Trust - ProShares UltraShort Bloomberg Natural Gas -2x Shares

ProShares UltraShort Bloomberg Natural Gas

KOLD is experiencing significant volatility as an inverse natural gas ETF, driven by an extreme Arctic blast across the US causing an "insane" and "parabolic" surge in natural gas prices and its long counterpart, leading to KOLD's sharp decline. Despite the immediate downturn, many in the community are actively discussing buying KOLD on dips, anticipating an "unsustainable" price surge to reverse as warmer weather approaches and overhyped supply concerns prove minimal, aiming to capitalize on an expected pullback in natural gas.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm 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

The Trade Desk is trending amidst intense investor discussion following the swift departure of its CFO, fueling concerns over leadership stability and perceived management inaction. The stock's continuous decline to multi-year lows is prompting debates about competitive pressures and calls for accountability, with many looking to upcoming earnings for a potential catalyst.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

SPDR Gold Shares (GLD) is commanding market attention as gold surges to fresh record levels, driven by escalating global political uncertainty, a weakening dollar, and significant central bank accumulation. The community is sharply divided, actively debating whether this represents a fundamental debasement hedge against fiat currencies or a speculative run nearing a potential short-term correction.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is trending as investor sentiment remains highly bullish, driven by the recent streamlining of deep-sea mining permits by NOAA and the company's immediate consolidated application. The community is actively discussing accumulating shares during price dips, anticipating a significant short squeeze and long-term "generational wealth" as the critical minerals sector gains national security importance. Despite recent market volatility and some concerns about manipulation, investors are focusing on TMC's first-mover advantage and the potential for government backing in this emerging industry.

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<ul class="summary-bullets"><li>Huazhi Group brings high-performance computing resources and advanced AI algorithm development to MAAS.</li><li>MAAS plans to integrate Huazhi’s computing prowess with its own technology to establish a vertically integrated platform.&nbsp;</li><li>The acquisition deal is expected to be completed by late February.&nbsp;</li></ul>Maase Inc. (MAAS) announced on Friday that it has agreed to acquire full ownership of Times Good, a holding company for Huazhi Future (Chongqing) Technology Co.'s operations.&nbsp;The deal represents a strategic push as MAAS seeks to broaden its presence in advanced AI and computing infrastructure. MAAS will pay roughly RMB1.1 billion ($157 million) to secure 100% of Times Good’s equity, which controls the Huazhi Group. The payment combines 87,400,144 newly issued Class A ordinary shares and $26 million in cash, to be paid within a year of closing.&nbsp;The newly issued shares will be locked up for five years after the deal is finalized, which is expected by late February 2026. Following the announcement, Maase's<a href="https://stocktwits.com/symbol/MAAS"> stock</a> traded over 9% higher on Friday morning.&nbsp;<h2 class="st-heading-2">What Did Stocktwits Users Say?&nbsp;</h2>On Stocktwits, retail sentiment around the stock leapt to ‘extremely bullish’ from ‘extremely bearish’ territory the previous day. Message volume shifted to ‘extremely high’ from ‘low’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_23_103341_png_e39cb6bccb.webp" alt="MAAS’s Sentiment Meter and Message Volume as of 10:15 a.m. ET on Jan. 23, 2026 | Source: Stocktwits" width="926" height="99"><figcaption>MAAS’s Sentiment Meter and Message Volume as of 10:15 a.m. ET on Jan. 23, 2026 | Source: Stocktwits</figcaption></figure>A bullish Stocktwits user lauded the acquisition.&nbsp;<stembedurl>https://stocktwits.com/squirrellame/message/642684246</stembedurl>Another user said that the company offered a unique combination of infrastructure and AI.&nbsp;<stembedurl>https://stocktwits.com/KelliShaw54/message/642684261</stembedurl>Huazhi Group brings high-performance computing resources and advanced AI algorithm development to MAAS. Its systems support training and rollout of AI applications, aiding large enterprises in digital transformation.&nbsp;<h2 class="st-heading-2">Building A Full Technology Stack</h2>MAAS plans to integrate Huazhi’s computing clusters, algorithm frameworks and data expertise with its own technology to establish a vertically integrated platform.&nbsp;This would span from foundational computing and intelligence capabilities to smart hardware and full-scenario services, giving the company a hold over every major component of its AI ecosystem.&nbsp;MAAS stock has declined by over 57% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/intel-draws-mixed-street-reaction-after-strong-q4-but-cautious-2026-outlook/cmyR7jNR4gj">Intel Draws Mixed Street Reaction After Strong Q4 But Cautious 2026 Outlook</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Why Did MAAS Stock Gain Over 9% Today?

Maase will pay roughly RMB1.1 billion ($157 million) to secure 100% of Times Good’s equity, which controls the Huazhi Group.

Equity

Beyond the Hype: Top ETFs to Buy as AI Shifts Into a Long-Term Growth Phase

AI is entering a long-term growth phase in 2026, with $527B in capex driving a broadening bull market in AI ETFs like AIQ.

<ul class="summary-bullets"><li>The initiative will use AI-driven compute-in-memory technology to improve real-time monitoring.</li><li>The effort is backed by the U.S. Department of War (DoW) and an international government partner.&nbsp;</li><li>Sentinel is designed to handle high-volume, mission-critical environments.</li></ul>GSI Technology, Inc. (GSIT) on Wednesday announced a new proof-of-concept project aimed at advancing autonomous security systems.The initiative, supported by two government agencies, will use AI-driven compute-in-memory technology to improve real-time monitoring and decision-making.<h2 class="st-heading-2">Partnership and Program Details</h2>The project, known as Sentinel, is being developed in collaboration with G2 Tech, an Israeli deep-tech AI firm, to create an autonomous perimeter security platform that manages drones and cameras in real-time.The effort is backed by the U.S. Department of War (DoW) and an international government partner.Following the update,&nbsp;<a href="https://stocktwits.com/symbol/GSIT">GSI Technology stock</a> traded over 12% higher in Wednesday’s pre-market session but quickly reversed course after the bell and was down 8% at the time of writing.&nbsp;On Stocktwits, retail sentiment around the stock improved to ‘bullish’ from ‘neutral’ territory the previous day. Message volume changed to ‘high’ from ‘low’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_14_095526_png_d3b7907d2d.webp" alt="GSIT’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Jan. 14, 2026 | Source: Stocktwits" width="927" height="105"><figcaption>GSIT’s Sentiment Meter and Message Volume as of 09:45 a.m. ET on Jan. 14, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Platform Capabilities</h2>Sentinel is designed to handle high-volume, mission-critical environments.&nbsp; By integrating the APU’s compute-in-memory architecture, the platform can process sensor data directly on the device, enabling AI inference and rapid reaction times.&nbsp;<blockquote>“This funded evaluation highlights exactly where the Gemini-II APU stands out, delivering real-time, on-device intelligence in highly constrained tactical environments.”– Lee-Lean Shu, Chairman and CEO, GSI Technology&nbsp;</blockquote>At the device level, Gemini-II provides performance similar to a GPU while using much less power, allowing instant responses in environments with tight power and size limits. Its quicker initial processing gives it an edge in drone and defense operations.The proof-of-concept is financed through multi-million-dollar governmental funding, with GSI set to receive approximately $1 million to optimize software and integrate its Gemini-II platform into the Sentinel system.&nbsp;GSIT stock has gained over 157% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-rolr-stock-quadruple-today/cmULiP0R4eV">Why Did ROLR Stock Quadruple Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

GSIT Stock In Spotlight After Launching AI-Powered Autonomous Security Project With Government Support

The project, known as Sentinel, is being developed in collaboration with G2 Tech, an Israeli deep-tech AI firm, to create an autonomous perimeter security platform.

<ul class="summary-bullets"><li>According to Chris Caso, much of Nvidia’s upside comes from pricing.&nbsp;</li><li>While the market worries about competitive pressure from other chipmakers and AI players, Caso believes Nvidia will be able to maintain its market position.</li><li>The analyst also noted that Nvidia’s edge comes from its software advantage.</li></ul>Chris Caso, senior analyst at Wolfe Research, has switched gears from Micron Technology (MU) to Nvidia Corp. (NVDA) as its top pick in 2026 in the artificial intelligence space.In an interview with CNBC TV on Tuesday, Caso <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=HCGOaDRR44E">said</a> that the analyst sees an opportunity in Nvidia right now as the multiple has pulled back.“In Nvidia's case right now, the multiple is in the low 20s right now on ’26 numbers. We see upside to those numbers,” he said. “The stock hasn’t done much in the last six months, and we do see some pretty strong fundamentals ahead for this year.”Shares of NVDA gained over 13% in the past six months. Meanwhile, shares of MU gained over 185% while shares of GOOG rose over 84% in the same time.Last year, Caso backed Micron, adding it to the ‘Wolfe Alpha List’. Caso said the firm considered it a poor man’s way of playing AI because of its attractive valuation at the time. MU stock is up over 250% in the last one year.<h2 class="st-heading-2">The Nvidia Upside</h2>According to Caso, much of Nvidia’s upside comes from pricing. While the market worries about competitive pressure from other chipmakers and AI players, Caso believes Nvidia will be able to maintain its market position.“And we think the pricing tells the story there about both the sustainable competitive advantage they have as well as their ability to sustain the margins,” he said in the interview.Caso noted Nvidia’s pricing dynamic going into 2027 on the back of its Rubin Ultra product cycle. “The whole premise of Nvidia right now is delivering value to the customers, providing more performance per watt, more performance per dollar, so that you can do more inference with the same amount of money, which folks like OpenAI surely need,” he said.That’s where Nvidia’s competitive advantage against everyone else comes from and it's the basis on which the analyst sees value in the company over the next two years.<h2 class="st-heading-2">Biggest Competition</h2>Caso noted that Nvidia’s biggest competitor in the market now would be Alphabet Inc.’s (GOOG) Gemini Tensor Processing Units (TPU) because its performance is closest to Nvidia’s.“TPU is going on its seventh generation right now. And it’s not just the chip itself, but it’s also all the networking and the systems,” Caso noted. The analyst added that at present, customers would not be impressed with chip performance alone. However, since TPU is owned by Google, Caso noted that it would be available to the entire market.Nvidia’s edge comes from its software advantage, he said. “They’ve got the best developed software tools, not just for the big hyperscalers but for some of the Fortune 500 companies that are developing their own AI, and that software provides them with the competitive advantage that even Google can’t match.”Earlier this week, “The Big Short” investor Michael Burry <a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-says-ai-hitting-blue-collar-jobs-google-ahead-nvidia-just-got-lucky/cmU9tftR43A">called</a> Nvidia among the "luckiest" companies in the AI sector and said its advantage won’t last.<h2 class="st-heading-2">What Are Stocktwits Users Saying?</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/NVDA">NVDA shares</a> dropped to ‘bullish’ from ‘extremely bullish’ territory over the past 24 hours. Message volume was at ‘normal’ levels.Meanwhile, retail sentiment around <a href="https://stocktwits.com/symbol/GOOG">GOOG shares</a> was in ‘bullish’ territory amid ‘high’ message volumes.Shares of NVDA are up nearly 40% in the past year, while shares of GOOG gained nearly 75% in the same time.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/adbe-shares-slip-on-downgrades-but-why-is-retail-bullish/cmUX0hjR4IS">ADBE Shares Slip On Analyst Downgrades — But Why Is Retail Bullish?</a>

The close-up view of a CPU socket on a computer motherboard. (Representative image courtesy of Narumon Bowonkitwanchai via Getty Images)

Wolfe’s Chris Caso, Who Bet On Micron, Says This AI Stock Has A Competitive Advantage That “Even Google Can't Match”

The senior analyst at Wolfe Research has picked Nvidia as his top 2026 artificial intelligence stock due to an opportunity from pullback of its multiple. 

<ul class="summary-bullets"><li>Rezolve also reaffirmed its plan to exit 2026 with at least $500 million in annual recurring revenue.</li><li>Rezolve said it ended 2025 with approximately $209 million in ARR after posting a record December.</li><li>December marked the firm’s first profitable period, highlighting an improvement in its operating leverage.</li></ul>Rezolve Ai (RZLV) on Tuesday signaled sharply higher growth expectations as more large enterprises adopt its AI-driven commerce and customer engagement platform.&nbsp;The company projected tenfold evenue growth in 2026 from market expectations as demand picks up across retail, financial services and payments.<h2 class="st-heading-2">Growth Expectation&nbsp;</h2>Rezolve Ai said it now expects full-year 2025 revenue to reach at least $40 million, and forecasts roughly $350 million in revenue for 2026 as enterprise deployments scale globally.The 2025 outlook matches the analysts’ consensus estimate while that of 2026 exceedes the estimate of $126 million, according to Koyfin data. Despite the outlook boost,&nbsp;<a href="https://stocktwits.com/symbol/RZLV">Rezolve Ai stock</a> traded over 9% lower on Tuesday morning.&nbsp;The company also reaffirmed its plan to exit 2026 with at least $500 million in annual recurring revenue (ARR). That milestone would translate to about $40 million in monthly revenue by the end of next year.<h2 class="st-heading-2">Operational Momentum Builds</h2>Rezolve said it ended 2025 with approximately $209 million in ARR after posting a record December, when revenue surpassed $17 million. December marked the firm’s first profitable month, highlighting improving operating leverage as volume rises.The company said it grew its workforce to more than 1,000 employees across 24 offices worldwide in 2025. It now serves over 650 enterprise customers, with its infrastructure handling more than 51 billion API calls and reaching roughly 340 million unique users globally.<blockquote>“2025 was the year Rezolve proved that enterprise AI-driven commerce is no longer experimental, it is live, scaled and delivering ROI.”– Daniel M. Wagner, Founder, Chairman and CEO, Rezolve Ai</blockquote><h2 class="st-heading-2">How Did Stocktwits Users React?&nbsp;</h2>On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory with message volume changing to ‘extremely high’ from ‘high’ levels in 24 hours.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_01_13_103108_png_ac253f4f17.webp" alt="RZLV’s Sentiment Meter and Message Volume as of 10:00 a.m. ET on Jan. 13, 2026 | Source: Stocktwits" width="933" height="104"><figcaption>RZLV’s Sentiment Meter and Message Volume as of 10:00 a.m. ET on Jan. 13, 2026 | Source: Stocktwits</figcaption></figure>A bullish Stocktwits user called the stock a “long term play,” while urging investors not to be bothered by short-term volatility.<stembedurl>https://stocktwits.com/Nadsaq100/message/641649388</stembedurl>Some other users said they are buying the dip as the stock was cheap.<stembedurl>https://stocktwits.com/UnstoppableTrading/message/641646119</stembedurl><stembedurl>https://stocktwits.com/theUSC1801/message/641642303</stembedurl>RZLV stock has gained 53% in the last 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/red-cat-q4-2025-revenue-growth-outlook/cmUXBqfR4IT">Red Cat Stock In Spotlight After Massive Revenue Growth Outlook</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

RZLV Stock Declines 9% Despite Strong Revenue Outlook: Retail Is Buying The Dip

Rezolve Ai said it now expects full-year 2025 revenue to reach at least $40 million, and forecasts roughly $350 million in revenue for 2026 as enterprise deployments scale globally.

M&A: An Overlooked ETF Investing Zone of AI Boom?

AI-driven data-center dealmaking is surging. ETFs like MNA, IAI, KBWB, CHAT offer ways to tap the M&A boom tied to AI infrastructure.

<ul class="summary-bullets"><li>The broader market has taken a beating since hitting fresh peaks in late October, with AI skepticism largely to blame.</li><li>Nebius announced a deal with Microsoft in early September to deliver dedicated capacity to the software giant from its new Vineland, New Jersey data center.</li><li>Retail has chosen to ignore the negativity and see the dip as a buying opportunity.</li></ul>Artificial intelligence (AI) infrastructure company Nebius Group N.V. (NBIS) “pain is not over,” according to CNBC Mad Money host Jim Cramer.&nbsp;<a href="https://stocktwits.com/symbol/NBIS">Nebius stock</a> is in deep correction territory, having declined about 40% since it hit a record high (intraday) of $141.10, set on Oct. 10.The broader market has taken a beating since hitting fresh peaks in late October, with AI skepticism largely to blame. Bearish commentary from high-profile investors such as Michael Burry has also heightened the panic.&nbsp;<h2 class="st-heading-2">Deals Raise Red Flag</h2>In a post on X, Cramer said, “I can't believe the capital destruction for press releases on deals and nothing else….NBIS, NJ, Microsoft.”&nbsp; The stock picker is referring to the multi-billion-dollar deal Nebius announced with Microsoft (MSFT) in early September to deliver dedicated capacity to the software giant from its new Vineland, New Jersey data center.When the deal was announced, Nebius' stock got a shot in the arm, jumping 49% in a single session.&nbsp; “In other words, stay away,” said Cramer.<h2 class="st-heading-2">AI Pessimism Abounds</h2>The main point of contention for skeptics is the AI bubble that has been building since late 2022, when OpenAI launched its large language model, ChatGPT. They question the logic of AI names, big and small, splurging investment dollars on infrastructure buildout, fearing the returns may not be commensurate&nbsp;with the investment.Of late, concerns of hyperscalers using accounting gimmicks to boost profitability have heightened. Burry, for one, called out Meta and Oracle in particular. After Nvidia reported stellar quarterly results, Burry questioned the Jensen Huang-led company’s stock-based compensation accounting.AI bears also point out the circular deals in the space, such as those involving Nvidia, in which customers buy computing power from the company, and the chipmaker, in turn, invests in them.<h2 class="st-heading-2">What Retail Feels About Nebius Stock</h2>On Stocktwits, retail sentiment toward the stock remained ‘bullish’ as of early Friday, and the message volume on the stream remained ‘high.’Retail sees the pullback as a buying opportunity. “Sold my previous position last night at 99.85 and regretted it. What a gift it’s back in the low 80s today,” a user chimed in.<stembedurl>https://stocktwits.com/ISmokeCigs/message/637027503</stembedurl>Another user shrugged the Nebius sell-off as a “market-driven” event. “The good thing is there is no Nebius-specific issue; if the market bounces, we will bounce,” they said.<stembedurl>https://stocktwits.com/Gemhunter6474/message/637011328</stembedurl>Nebius' stock is up over 200% despite the recent volatility.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-nasdaq-100-futures-tick-higher-but-fear-rules/cLPMOKfREaH">Dow, S&amp;P 500 Futures Tick Higher, But Fear Rules Amid Worst November Since 2008 — Strategists Split On Buying The Dip</a>

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

Jim Cramer Can’t Believe Nebius’ Capital Destruction As Stock Trades Deep In Bear Zone: ‘Pain Is Not Over’

Nebius stock is up over 200% despite the recent volatility, but it has shed 40% since its October highs.

<ul class="summary-bullets"><li>Project Maverick aims to simplify Dell’s IT architecture to support its AI strategy.&nbsp;</li><li>BofA trimmed its 12-month price objective for Dell to $160 from $170.</li><li>Analysts expect third-quarter revenue of $27.29 billion and earnings per share of $2.48.</li></ul>Dell Technologies (DELL) has reportedly postponed the rollout of its secretive internal overhaul initiative, codenamed ‘Project Maverick’, pushing key deployment dates by three months.Maverick aims to simplify Dell’s IT architecture to support its AI strategy.&nbsp;<a href="https://stocktwits.com/symbol/DELL">Dell stock</a> traded over 2% higher in Thursday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:929/109;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_20_073808_png_10839a363d.webp" alt="DELL’s Sentiment Meter and Message Volume as of 06:45 a.m. ET on Nov. 20, 2025 | Source: Stocktwits" width="929" height="109"><figcaption>DELL’s Sentiment Meter and Message Volume as of 06:45 a.m. ET on Nov. 20, 2025 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Timeline Revision&nbsp;</h2>According to an internal memo seen by&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.businessinsider.com/dell-project-maverick-delayed-upgrade-ai-infrastructure-2025-11?utm_social_handle_id=3224616765&amp;utm_campaign=tech-sf&amp;utm_social_post_id=581854328&amp;utm_medium=social&amp;utm_source=twitter">Business Insider</a>, Dell’s vice chairman and COO, Jeff Clarke, said the transition for its client solutions division will now begin in May 2026, while the infrastructure solutions business is set for August 2026.The overhaul was initially planned for February 2026 and May 2026.&nbsp;Clarke noted that while internal testing shows the new system works, it’s ‘not yet ready to scale’ globally. He emphasized the need for more thorough performance evaluation under real-world loads before a full launch, cited the report.&nbsp;Dell’s IT&nbsp; infrastructure currently runs on roughly 4,700 applications, more than 10,000 databases, and 70,000 servers.<h2 class="st-heading-2">BofA Cuts Price Target&nbsp;</h2>On Thursday, BofA trimmed its 12-month price objective for Dell to $160 from $170, while maintaining a Buy rating ahead of Dell’s third-quarter earnings on November 25, according to TheFly.According to BofA, Dell’s third-quarter results are expected to match its own guidance and Wall Street projections roughly. Looking ahead to the fourth quarter, BofA models a modest dip in earnings per share (EPS) of about 1 cent, driven by higher memory costs.&nbsp;For Q3, analysts expect a revenue of $27.29 billion and EPS of $2.48, according to FiscalAI data.&nbsp;DELL stock has gained over 3% in 2025 and declined over 10% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rocket-lab-plans-second-mission-in-48-hours-rklb-stock-rises-premarket/cLPAWHPRE9r">Rocket Lab Plans Second Mission In 48 Hours – RKLB Stock Rises Premarket</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a Dell logo is seen displayed on a smartphone. 

Dell Pushes Back ‘Project Maverick’ AI Overhaul By Three Months: Report

Project Maverick aims to simplify Dell’s IT architecture to support its AI strategy. 

According to an internal memo seen by Business Insider, Dell’s vice chairman and COO, Jeff Clarke, said the transition for its client solutions division will now begin in May 2026, while the infrastructure solutions business is set for August 2026.


Is SoftBank's Nvidia Stake Sale a Strategic Shift? AI ETF Theme Wins

SoftBank pivots from Nvidia to OpenAI, signaling confidence in AI's next wave. ETFs like CHAT, BOTZ & AIQ stand to gain from this strategic shift.

Consumers Cautious in Holiday Season: ETFs to Win/Lose

Cautious consumers, strong goods demand! ETFs to watch this holiday season: likely winners XLY, ONLN, BPAY, CHAT, likely laggards EATZ, AWAY.



Tidal Trust II - Roundhill Generative AI & Technology ETF

No change

25 bps cut

25 bps hike

Note sure, just watching

The Fed announces its rate decision this Wednesday.

Markets are pricing in a ~99% chance of no change at this week’s Fed decision, according to prediction markets. $SPY $QQQ 

FOMC on Wednesday, what do you think the Fed will decide?

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