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Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is currently the focal point of intense community debate, driven by a high-stakes mix of aggressive Bitcoin accumulation strategies and concerns over ongoing equity dilution. Traders are actively clashing over the company's long-term sustainability versus its role as a leveraged proxy for crypto, with sentiment deeply split between those anticipating a major breakout and those bracing for further downside.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology (GRRR) is trending as investors debate whether a new $500 million AI infrastructure deal with Yotta Data Services validates the company's growth trajectory or signals continued reliance on unconfirmed, high-value contracts. While bulls emphasize strong insider ownership, recent incentive plans, and a massive project pipeline, the community remains divided by ongoing skepticism regarding past deal transparency, potential dilution, and the company's ability to convert these major announcements into consistent revenue.

Uniting the six native Japanese dog breeds. Kendu is the keeper of peace, the preserver of life, and the protector of unity. Join the pack!!

Kendu

Kendu is gaining traction as a permissionless brand-coin, with the community actively driving development through various real-world product initiatives like energy drinks, apparel, and racing gear. Holders emphasize the project's organic growth and the collaborative, entrepreneurial spirit of the community as key reasons for their ongoing conviction.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Research is under intense scrutiny as investors weigh strong earnings and foundry demand against persistent concerns over China export restrictions and tariff risks. The community remains deeply divided, with many focusing on the stock's recent volatility and the potential for guidance updates to drive its next major technical move.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

Ripple's XRP is currently trending amid significant market volatility and ongoing debate over the impact of the U.S. Clarity Act, with community discussions polarized between retail investors frustrated by price stagnation and others advocating for long-term accumulation based on anticipated institutional adoption. The sentiment is heavily influenced by macroeconomic pressures, geopolitical tensions, and skepticism regarding the timing of regulatory milestones, leading to a split between those capitulating and those viewing the current price action as a strategic entry point.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is currently trending as shareholders digest a cryptic message from CEO Dr. Patrick Soon-Shiong regarding balance sheet strengthening, which has sparked intense debate over potential capital raising versus strategic global expansion. While some retail investors express frustration over recent stock volatility and class-action headlines, the community remains heavily focused on the company's international prospects, including potential deals in Saudi Arabia and the EU as an alternative to ongoing domestic regulatory friction.

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands.

ASML Holding NV - New York Shares

ASML Holding NV

ASML is trending due to a significant earnings report that revealed a record order backlog driven by intense global demand for advanced AI chip infrastructure. The community is focused on the company's long-term monopolistic position in EUV lithography and its role as an indispensable gatekeeper for next-generation semiconductor manufacturing.

Applied Digital Corporation

Applied Digital is facing intense volatility as the stock reacts to broader market risk-off sentiment driven by escalating geopolitical tensions in the Middle East and concerns over debt sustainability. While the community remains divided between those panic-selling and those viewing the dip as a long-term accumulation opportunity, investors are hyper-focused on upcoming earnings and the potential for a hyperscaler lease announcement to serve as a critical catalyst for a recovery.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials is currently attracting significant institutional attention following a major institutional buy of long-term call options, signaling high conviction despite the stock's recent pullback from its highs. While the community remains divided over whether to treat the current levels as a 'falling knife' or a strategic entry point, sentiment is fueled by broader debates around semiconductor supply chain bottlenecks and institutional confidence in the long-term AI hardware cycle.

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 Technology is experiencing significant downward pressure as market sentiment sours amid broader semiconductor sector weakness, rising geopolitical tensions in the Middle East, and speculative concerns over the impact of Google's memory-compression algorithm on future hardware demand. The community is deeply divided between long-term bulls highlighting Micron's historically low forward P/E and solid fundamentals, and bearish participants pointing to technical breakdowns and fears that the current memory cycle has peaked.

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<ul><li>Castellum’s subsidiary secured a $66.2 million contract from the Naval Air Warfare Center Aircraft Division.</li><li>The five-year deal covers logistics, engineering, and cybersecurity services for the Mission Operations &amp; Integration (MO&amp;I) Department.</li><li>The contract also covers work tied to the Department of Defense and foreign military programs.</li></ul>Castellum Inc. (CTM) announced on Friday that its subsidiary Specialty Systems Inc. (SSI) has secured a $66.2 million contract from the Naval Air Warfare Center Aircraft Division (NAWCAD) in New Jersey.&nbsp;The deal is the cybersecurity and defense technology contractor’s second-largest win in its history.&nbsp;Following the contract win,&nbsp;<a href="https://stocktwits.com/symbol/CTM">Castellum’s stock</a> traded over 40% higher in Friday’s premarket. On Stocktwits, retail sentiment around the stock remained in ‘bullish’ territory amid ‘high’ message volume levels.&nbsp;<h2 class="st-heading-2">Agreement Components</h2>The five-year deal covers logistics, engineering, and cybersecurity services for the Mission Operations &amp; Integration (MO&amp;I) Department, which supports aircraft launch and recovery systems used across Navy carriers and air-capable ships.<blockquote>“It is an example that our targeted strategy to focus on full and open opportunities in our pipeline as we transition to a large business is working.”&nbsp;-Drew Merriman, COO, Castellum</blockquote><h2 class="st-heading-2">Expanding Role in Naval Operations</h2>Under the new agreement, SSI will provide ongoing support to NAWCAD’s Digital Engineering, Engineering Integration, and Logistics and Maintenance Integration divisions. The contract also covers work tied to the Department of Defense and foreign military programs.The firm said the win strengthens its foundation for continued growth, both through expanded federal partnerships and investments in proprietary technologies.“First our $103M+ win, which we announced in February, and now this $66M+ win in the Full and Open category amongst SeaPort contract holders, overcoming keen competition from a number of other very capable large businesses,” added Merriman.&nbsp;Castellum stock has lost over 48% in 2025 but gained over 586% in the last 12 months.&nbsp;Also See:<a href="https://stocktwits.com/news-articles/markets/equity/etsy-names-kruti-patel-goyal-as-next-ceo-stock-slides-on-lower-sales-outlook/cLGZYvuR3w8">&nbsp;</a><a href="https://stocktwits.com/news-articles/markets/equity/nvidia-s-jensen-huang-holds-out-hope-for-blackwell-chip-sales-to-china-why-it-matters/cLGqGr4R3UY">Nvidia’s Jensen Huang Holds Out Hope For Blackwell Chip Sales To China: Why It Matters?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Castellum Lands Second-Largest Contract In History, Stock Rockets 40% In Pre-Market 

Castellum’s subsidiary secured a $66.2 million contract from the Naval Air Warfare Center Aircraft Division.

Equity

The five-year deal covers logistics, engineering, and cybersecurity services for the Mission Operations & Integration (MO&I) Department.


Core Scientific Inc. (350% Jump In Message Volume)The blockchain infrastructure and software solutions provider saw a surge in retail chatter last week after Bernstein analyst Gautam Chhugani maintained his ‘Outperform’ rating on the stock on the back of its <a href="https://stocktwits.com/news-articles/markets/equity/corz-stock-gains-as-hc-wainwright-reiterates-rating/ch7TsuNRbRT">partnership</a> with the IPO-bound CoreWeave.Chhugani noted that the CoreWeave deal is a strong tailwind that will boost Core Scientific’s top line. The two companies have an agreement wherein Core Scientific will build hundreds of megawatts of server infrastructure for CoreWeave to run its AI services.The stock is down more than 39% year-to-date (YTD).HUB Cyber Security Ltd. (50% Jump In Message Volume)HUB Cyber Security’s stock remained under the $1 mark as the company races against time to regain compliance with Nasdaq’s minimum bid price requirement to remain listed on the Nasdaq stock market.Last week, the company announced it received a 14-day extension – it has time until April 14, 2025 to comply with Nasdaq’s requirements, which stipulate that a stock has to trade above the $1 mark for 10 consecutive trading days to remain listed on its stock market.The stock is down over 24% YTD.Castellum Inc. (33% Jump In Message Volume)Castellum announced the closure of its $4.5 million stock offering – the company intends to use the proceeds towards meeting its working capital requirements, apart from other general corporate needs.This offering comes two weeks after Castellum bagged a $103 million contract from the U.S. Navy to offer critical defense services. The contract’s worth is higher than Castellum’s market capitalization, which stood at $98.8 million as of Friday.The stock is down nearly 39% YTD.Applied Digital Corp. (32% Jump In Message Volume)Applied Digital showcased AI-ready liquid-cooled data servers at Nvidia Corp.’s GTC 2025 event last week.North Dakota governor Kelly Armstrong also inspected Applied Digital’s facility expansion, currently under construction in Ellendale, which is expected to commence operations later this year.The company has also planned the construction of two additional 900,000-square-foot facilities in the future.The stock is down over 7% YTD.Shopify Inc. (25% Jump In Message Volume)Shopify <a href="https://stocktwits.com/news-articles/markets/equity/shopify-stock-rips-on-listing-shift-to-nasdaq-from-nyse/ch7NOe9Rb2A">announced</a> it would move its listing to the Nasdaq from the New York Stock Exchange. It will voluntarily remove its stock from the NYSE on Friday and commence trading on the Nasdaq on Mar. 31.While Shopify did not specify why it’s moving to the Nasdaq from NYSE, it follows the same pattern as Palantir Technologies Inc., which made a similar move in November.The stock is down nearly 2% YTD.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/hottest-metal-mining-stocks-on-stocktwits-weekly-march-24-2025/ch7w9HWRb5N">Snow Lake, Northern Dynasty, Silvercorp, Piedmont, Gold Resource: These 5 Mining Stocks Saw The Biggest Retail Buzz Surge Last Week</a>

A view of a data center. (Photo by Yui Mok/PA Images via Getty Images)

Core Scientific, HUBC, Castellum, Applied Digital, Shopify: Top 5 IT Stocks With Highest Retail Chatter Surge Last Week

Information technology stocks were buzzing among retail traders on Stocktwits last week as investors weighed in on the growing demand for AI data centers and more.

Shares of Castellum Inc. (CTM) rose in pre-market trade on Wednesday after the company’s subsidiary, Specialty Systems Inc., bagged a contract from the U.S. Navy to develop an artificial intelligence-powered cybersecurity system.Castellum’s subsidiary will support the Naval Air Warfare Center Aircraft Division in Lakehurst in developing an automated enterprise cybersecurity framework.The contract is valued at $3.2 million and is valid for 18 months.At the time of writing, <a href="https://stocktwits.com/symbol/CTM">Castellum share price</a> was up by more than 10% during pre-market hours.“The ACSA framework will provide vital mission benefits, ensuring the integrity of ALRE systems and components throughout the entire supply chain lifecycle,” said Glen Ives, president and CEO of Castellum.Castellum&nbsp;noted that its framework will leverage AI and machine learning (ML) and integrate it with sophisticated component inspection technology to detect tampering at all levels, from hardware to firmware to software.Retail sentiment on Stocktwits improved over a day ago but remained in the ‘neutral’ (51/100) zone.Meanwhile, one user underscored their bullish outlook on the Castellum stock, saying the company’s earnings in March “should be looking good.”<stembedurl>https://stocktwits.com/jfaulk1949/message/600087758</stembedurl><stembedurl>https://stocktwits.com/ExistingArachnid176/message/600069150</stembedurl>Another user thinks improving metrics and the incoming Trump administration could be a good combination for the Castellum stock.<stembedurl>https://stocktwits.com/MakersMarkOnTheRocks/message/600064034</stembedurl>But not everyone shared the excitement.<stembedurl>https://stocktwits.com/iCatzilla/message/600087193</stembedurl>Castellum’s share price has skyrocketed by nearly 282% in the past six months, but its one-year performance is relatively less impressive, with gains of 190%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/nokia-rises-pre-market-as-it-signs-multi-year-patent-deal-with-samsung/chGqm1ERVL">Nokia Rises Pre-Market On Signing Multi-Year Patent Deal With Samsung: Retail's Extremely Bullish</a>

Artificial Intelligence Machine Learning Natural Language Processing Data Technology.

Castellum Rises Pre-Market After Subsidiary Bags Navy Contract For AI-Powered Cybersecurity System: Retail Sentiment Mixed

Castellum’s subsidiary will support the Naval Air Warfare Center Aircraft Division in Lakehurst in developing an automated enterprise cybersecurity framework.

Shares of Castellum Inc. (CTM) surged over 80% in morning trade on Monday after the company announced a public offer to raise $3.7 million.The Virginia-headquartered cybersecurity company&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.globenewswire.com/news-release/2024/12/27/3002076/0/en/Castellum-Inc-Announces-Proposed-Public-Offering-of-Common-Stock.html">added</a> that it intends to use the proceeds of the offer to meet its working capital requirements and for general corporate purposes.Castellum provides support for information and electronic warfare, software development, cybersecurity, and other services to the U.S. government and commercial clients.Reacting to the public offering news, Castellum stock soared to a fresh 52-week high on Monday, rising to $2.62 at the time of writing.Retail investors on Stocktwits sounded a bullish note on the Castellum stock.One user thinks the stock could rise to over $5 before mid-January.<stembedurl>https://stocktwits.com/audi65/message/598196943</stembedurl>Another said they are not selling the stock even as broader markets witnessed a pullback in early morning trade on Monday.<stembedurl>https://stocktwits.com/ClosetCapitalist/message/598192396</stembedurl>Meanwhile, one user observed that the stock is currently under accumulation, cautioning traders against selling it.<stembedurl>https://stocktwits.com/OnTheBalance/message/598217124</stembedurl>Some also believed that the stock is being pumped.<stembedurl>https://stocktwits.com/MCM5169/message/598217088</stembedurl>Castellum’s shares have surged over 500% in the last five trading sessions, over 1,100% in the past six months, and nearly 790% year-to-date.In November, Castellum announced results for the September 2024 quarter, reporting a sequential rise in revenue and gross profit.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/gorilla-technology-stock-surges-as-company-injects-6-million-through-fresh-capital/cJOiPO3RkQ">Gorilla Technology Stock Surges As Company Injects $6 Million Through Fresh Capital: Retail Sentiment Turns Bullish</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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CTM Stock Surges Over 45% After $3.7M Public Offer Announcement: Retail Mood Bullish

Castellum provides cybersecurity, and support for information and electronic warfare, among other services to US government and commercial clients.

Castellum, Inc. is a technology firm. It operates in the development of strategic acquisitions in cyber security, information technology, information warfare, electronic warfare, software engineering, data analytics and program support. The company was founded on September 30, 2010 and is headquartered in Vienna, MD.

Castellum Inc

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