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SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY is experiencing significant volatility, prompting discussions about a potential market correction or even the start of a bear market. Fed Governor Lisa Cook's comments regarding high valuations are being cited as a possible catalyst for the downturn. Community sentiment is mixed, with both bulls and bears actively trading the volatility and debating potential bottom levels and future direction.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Despite strong earnings, NVIDIA is experiencing a sell-off, leading to widespread discussion about potential market manipulation and whether the AI bubble is bursting. Community sentiment is largely negative, with many questioning the high valuations and pointing to potential downside. Some traders are expressing frustration, while others are seizing the opportunity to buy the dip or profit from short positions.

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

The $QQQ is experiencing significant volatility, driven by an intense intraday sell-off despite initially gapping up on strong earnings from major tech companies. Community sentiment is shifting rapidly, with many traders expressing shock and questioning the market's fundamentals as the index reverses sharply. Discussions revolve around potential manipulation, the influence of macroeconomic factors, and whether this signals a broader market correction or just a short-term pullback.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is trending downwards, sparking debate about potential support levels and whether this signals the end of the current cycle. Community members are discussing Michael Saylor's position and potential liquidations, while others point to broader market factors and potential manipulation. The conversation includes opinions on Bitcoin's role as a store of value and its impact on the wider market.

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

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is trending amid a broader tech sector pullback and ahead of Nvidia's earnings report, with some traders expressing concerns about an AI bubble. The community is debating whether the dip presents a buying opportunity or if further declines are expected, while others are highlighting AMD's partnerships and potential for growth in the AI space. Discussions also include potential price targets and the impact of macroeconomic factors on the stock's performance.

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 Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategy is trending downwards as it amplifies Bitcoin's movements, with concerns rising about debt leverage and potential liquidation. Community discussions revolve around whether the stock is overvalued and how much further it could drop, with some anticipating a significant decline. Broader market commentary suggests potential risks tied to hedge fund activity and overall market valuations which may impact Strategy.

Safe & Green Holdings Corp. is a design and construction services company, which engages in the provision of code engineered cargo shipping containers. It operates through the following segments: Construction, Medical, Development, and Corporate and Support. The Construction Services segment includes the manufacturing of unit SG ECHO and other modules projects. The Medical segment consists of joint venture COVID-19 laboratory operations. The Development segment focuses on real property development. The Corporate and Support segment includes general corporate expenses such as the executive office, corporate finance, accounting, audit, tax, human resources, risk management, information technology, marketing, and legal groups, corporate overhead, and other items not allocated to any of the company's other segments. The company was founded on December 29, 1993 and is headquartered in Miami, FL.

Safe & Green Holdings Corp

Safe & Green Holdings Corp is trending due to a shift in business strategy and community speculation around a potential short squeeze. Traders are actively debating float size, short interest, and the possibility of a GME-like scenario, while others express concerns about pump-and-dump schemes and dilution. High volatility and trading volume contribute to the ongoing discussion.

Ripple is the catchall name for the cryptocurrency platform, the transactional protocol for which is actually XRP, in the same fashion as Ethereum is the name for the platform that facilitates trades in Ether. Like other cryptocurrencies, Ripple is built atop the idea of a distributed ledger network which requires various parties to participate in validating transactions, rather than any singular centralized authority. That facilitates transactions all over the world, and transfer fees are far cheaper than the likes of bitcoin. Unlike other cryptocurrencies, XRP transfers are effectively immediate, requiring no typical confirmation time.  Ripple was originally founded by a single company, Ripple Labs, and continues to be backed by it, rather than the larger network of developers that continue bitcoin’s development. It also doesn’t have a fluctuating amount of its currency in existence. Where bitcoin has a continually growing pool with an eventual maximum, and Ethereum theoretically has no limit, Ripple was created with all of its 100 billion XRP tokens right out of the gate. That number is maintained with no mining and most of the tokens are owned and held by Ripple Labs itself — around 60 billion at the latest count.  Even at the recently reduced value of around half a dollar per XRP, that means Ripple Labs is currently sitting on around $20 billion worth of the cryptocurrency (note: Ripple’s price crashed hard recently, and may be worth far less than $60 billion by time you read this). It holds 55 billion XRP in an escrow account, which allows it to sell up to a billion per month if it so chooses in order to fund new projects and acquisitions. Selling such an amount would likely have a drastic effect on the cryptocurrency’s value, and isn’t something Ripple Labs plans to do anytime soon.  In actuality, Ripple Labs is looking to leverage the technology behind XRP to allow for faster banking transactions around the world. While Bitcoin and other cryptocurrencies are built on the idea of separating financial transactions from the financial organizations of traditional currencies, Ripple is almost the opposite in every sense.  XRP by Ripple price can be found on this page alongside the market capitalization and additional stats.

Ripple

XRP is trending as the community debates its future amidst market volatility and the launch of new ETFs; traders are actively discussing potential price floors and whether upcoming events will act as catalysts. Community members are split on whether to buy the dip or brace for further declines, while some question XRP's utility and its correlation with Bitcoin's price movements.

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

Micron Technology Inc.

Micron Technology Inc

Micron is trending as traders digest a recent price target increase from UBS, countered by potential concerns over capex spending. Community discussion revolves around the sustainability of the rally and whether the stock is currently overbought, especially in light of the broader AI-driven memory demand narrative. Some traders are pointing to potential short-term pullback scenarios.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Lab is trending downwards, with community members citing general market conditions and a delayed Neutron launch as catalysts for the dip, despite a recent successful launch and positive earnings report. The community is debating whether to buy the dip or brace for further declines, with some expressing frustration while others remain bullish on the company's long-term potential and are taking the opportunity to add to their positions. Some traders attribute the drop to short sellers and broader market trends.

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<ul class="summary-bullets"><li>While CoreWeave stock plunged over 16% on Tuesday following a guidance cut, APDN stock shed more than 9% in a sympathy move.</li><li>Investors’ negative sentiment toward the stock may have stemmed from the rising pessimism surrounding AI spending.&nbsp;</li><li>Applied Digital announced Monday plans to raise $2.35 billion through the offering of senior secured notes.</li></ul>Applied Digital Corp.’s (APLD) shares fell over 12% on Thursday amid the broader market’s tech-led sell-off, and it appears the stock could see further losses in Friday’s session.In overnight trading,&nbsp;<a href="https://stocktwits.com/symbol/APLD">Applied Digital stock</a> declined by more than 5%, according to Yahoo Finance.&nbsp;<h2 class="st-heading-2">AI Exposure Dents Mood?</h2>After starting the week stronger, Applied Digital’s stock has come under pressure, losing nearly 27% since Monday. It was among the top five trending equity tickers on Stocktwits as of early Friday. Week-to-date, the stock is down about 26%.&nbsp;If those losses sustain until Friday, APLD stock would log its worst weekly performance since early April 2024.Investors’ negative sentiment toward the stock may have stemmed from the rising pessimism surrounding AI spending. Fund managers and Wall Street firms have sounded warnings regarding a potential bubble waiting to burst, as AI names continue to splurge on building data center clusters to train AI models and for inference.&nbsp;Fellow AI infrastructure company CoreWeave, Inc. (CRWV) reduced its outlook this week, citing a delay by a third-party data center developer. While CoreWeave stock plunged over 16% on Tuesday following the warning, APDN stock shed more than 9% in sympathy.To make matters worse, short seller&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/jim-chanos-joins-michael-burry-in-sounding-ai-alarm/cLPIZeRRE59">Jim Chanos called out CoreWeave</a> for overstating the useful lifetime of its data center assets, thereby artificially inflating profits. The fear was also raised by Michael Burry, although in relation to larger hyperscalers, such as Oracle and Meta.<h2 class="st-heading-2">Debt Offering</h2>Applied Digital announced Monday plans to raise $2.35 billion through the issuance of senior secured notes, underscoring the industry's huge capital needs. Late Thursday, the company said it has priced its offering of 9.250% senior secured notes due 2030 at an issue price of 97%.The company stated that it anticipates using the net proceeds from the offering, which is scheduled to close on November 30, to fund a portion of the construction and associated expenses for its 100 megawatt (MW) and 150 MW data centers at its North Dakota data center campus, as well as to repay debt.<h2 class="st-heading-2">What Retail Feels About Applied Digital Stock</h2>On Stocktwits, retail remained ‘bullish’ on Applied Digital stock as of early Friday, and the message volume on the stream was at ‘high’ levels.A bullish user reaffirmed their commitment to hold the stock despite the week’s declines. “I messed up by being irrational when QBTS and RGTI had their corrections under $10 and I sold. They both shot up a month later. Won't do that with APLD, just stop looking and keep loading,” they said.<stembedurl>https://stocktwits.com/jltransport/message/636164831</stembedurl>Another user said he would take a position if the stock drops to $17. While stating that they had previously bought at $10 and sold at $17 — a move they regretted — they said, “Looks like another opportunity is about to unfold.”<stembedurl>https://stocktwits.com/Taylormade8728/message/636160418</stembedurl>Applied Digital stock has moved in a 52-week range of $3.31 to $40.20, and has gained over 200% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/2-big-techs-reportedly-back-team-trump-s-plan-to-box-out-nvidia-in-china/cLPfCjCREES">Did Amazon And Microsoft Just Turn On Nvidia? 2 Big Techs Reportedly Back Team Trump’s Plan To Box Out AI Chipmaker In China</a>

In this photo illustration, a hand holds a smartphone displaying the logo of Applied Digital Corporation with its brand logo seen in the background on September 28, 2025, in Chongqing, China. 

Applied Digital Stock Heads For Worst Week In Nearly 2 Years Amid Rising AI Pessimism — How Is Retail Positioned After Pullback?

Applied Digital Corp.’s (APLD) shares fell over 12% on Thursday amid the broader market’s tech-led sell-off, and it appears the stock could see further losses in Friday’s session.

Equity

APLD retail traders held firm despite the recent volatility in its stock price. 


Applied Digital Corp. (APLD) shares&nbsp;soared nearly 17% in Thursday’s extended session after the artificial intelligence (AI) infrastructure company reported better-than-expected first-quarter results.&nbsp;The earnings report sparked retail chatter on the&nbsp;<a href="https://stocktwits.com/symbol/APLD">Applied Digital stock stream</a> on Stocktwits, with message volume rising over 500% in the 24 hours leading up to late Thursday. On Stocktwits, retail sentiment today, the stock improved to ‘extremely bullish’ levels by late Thursday from ‘bullish’ the day before.<figure class="image"><img style="aspect-ratio:620/58;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_09_at_9_59_55_PM_png_989b7b18a2.webp" alt="Screenshot 2025-10-09 at 9.59.55 PM.png" width="620" height="58"><figcaption>APLD sentiment and message volume as of 10 p.m. ET, Oct. 9 | source: Stocktwits</figcaption></figure>The Dallas, Texas-based company said its adjusted net loss per share for the first quarter of the fiscal year 2026 was $0.03, narrower than the Fiscal.ai-compiled consensus estimate of $0.13. The loss, however, widened from the previous quarter’s $0.01 per share. Revenue climbed 84% year-over-year to $64.2 million versus the $45.46 million consensus.&nbsp;Applied Digital said it was evaluating expansion opportunities across new states and regions as demand continued to scale up. In a statement, Chairman and CEO Wes Cummins said, “With hyperscalers expected to invest approximately $350 billion into AI deployment this year, we believe we are in a prime position to serve as the modern-day picks and shovels of the intelligence era.”Once Polaris Forge 1 is fully operational, the company expects to hit an annualized net operating income (NOI) run rate of about $500 million. The company hopes that tenant signings at its second campus (Polaris Forge 2) will help it reach $1 billion in NOI within the next five years.At the end of the first quarter, the company had $114.1 million in cash, cash equivalents, and restricted cash, while debt stood at $687.3 million. After the quarter-end, the company had secured $362.5 million in equity financing.&nbsp;A Stocktwits user expects the stock to reach $40 on Friday. The stock closed Thursday’s session up 4.83% at $29.29.&nbsp;<stembedurl>https://stocktwits.com/sharky55/message/631764021</stembedurl>Another user views Applied Digital as the next Palantir, forecasting a $100 price by the end of next year.<stembedurl>https://stocktwits.com/st0nkFact0r/message/631763414</stembedurl>Applied Digital stock has gained 283% this year, outperforming the broader market and tech sector.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ford-said-to-follow-gm-in-scrapping-ev-lease-credit-plan-retail-bet-trump-bump-stock-hits-2-week-low/ch6aLytR31B">Ford Said To Follow GM In Scrapping EV Lease Credit Plan — Retail Traders Bet On ‘Trump Bump’ As Stock Hits 2-Week Low</a>

In this photo illustration, a smartphone displays the logo of Applied Digital Corporation (NASDAQ: APLD) on July 28, 2025, in Chongqing, China. 

Why Applied Digital Stock Ripped 17% Higher In Today’s After-Hours

Applied Digital said it was evaluating expansion opportunities across new states and regions as demand continued to scale up.

Shares of SEALSQ (LAES) jumped to a nine-month high on Thursday after the company announced a strategic partnership with Trusted Semiconductor Solutions to co-develop ‘Made in U.S.’ quantum-resistant secure chips for government and defense applications.<a href="http://stocktwits.com/symbol/LAES">LAES’s stock</a> had pared some of its gains by midday trade, but was up by as much as 19%. On Stocktwits, it was among the top trending tickers at the time of writing. Retail sentiment around the shares moved higher with ‘extremely bullish’ territory amid ‘extremely high’ levels of chatter.&nbsp;The partnership aims to combine SEALSQ’s secure element technology (QS7001) with TSS’s platforms to create semiconductors and secure hardware resilient against future quantum computing threats. The companies said their collaboration will adhere to the strictest U.S. defense security standards.SEALSQ said that collaborating with TSS would strengthen its footprint in the U.S. It stated that leveraging TSS’s established relationships and trusted position with the U.S. defense ecosystem would allow the company to accelerate access to sensitive national security markets.In the short term, the initiative will focus on integrating SEALSQ’s existing secure element with TSS platforms. Over the medium term, the companies plan to develop U.S.-manufactured post-quantum cryptography (PQC) chips, targeting certifications including FIPS 140-3 and Common Criteria. Long-term ambitions include building next-generation secure hardware, such as modular security chips and embedded secure elements for sensitive government systems.LAES stock has fallen nearly 25% this year but gained more than 1,000% over the past 12 months. According to Stocktwits data, the number of traders watching the stock has jumped nearly 350% over the past year, with retail chatter increasing more than 240%.&nbsp;&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-ethereum-dip-ahead-of-powell-speech-amid-rising-dollar/ch67FDVR3K0">Bitcoin, Ethereum, And Other Major Cryptocurrencies Dip Ahead Of Powell’s Speech Amid Rising Dollar</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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SEALSQ Stock Surges To 9-Month High After Announcing Partnership To Develop Quantum-Resistant Chips For Defense Applications

The partnership aims to combine SEALSQ’s secure element technology with Trusted Semiconductor Solutions’ platforms to create semiconductors and secure hardware resilient against future quantum computing threats. 

SEALSQ Stock Surges To 9-Month High After Announcing Partnership To Develop Quantum-Resistant Chips For Defense Applications 

Shares of artificial intelligence infrastructure company Applied Digital Corp. (APLD) shed about 0.60% in Thursday’s premarket session. The retreat occurred amid the broader market’s indecision, as the key market indices traded in record territory, and trader anxiety concerning the quarterly results, due after the market closes.According to Fiscal.ai, the Dallas, Texas-based company is expected to report a loss per share of $0.13 and revenue of $45.46 million for the first quarter of the fiscal year 2026. This compares to the year-ago loss of $0.15 and revenue of $60.7 million.<a href="https://stocktwits.com/symbol/APLD">Applied Digital stock</a> is up a whopping 266% so far this year, riding on the momentum seen in AI stocks, with much of the gains coming since the start of August. In late August, the company announced that it broke ground on Polaris Forge 2, a $3 billion, 280-megawatt (MW) AI Factory near Harwood, North Dakota. At that time, CEO Wes Cummins stated that Polaris Forge 2 represented the next stage in Applied Digital’s rapid growth and its position as a leader in delivering high-performance AI infrastructure.&nbsp;Shortly after, the company announced that it had finalized a new lease agreement with CoreWeave for an additional 150MW at its Polaris Forge 1 Campus, bringing its total anticipated contracted lease revenue to approximately $11 billion. This included the&nbsp; $7 billion in revenue from the initial two approximately 15-year leases executed in May this year.&nbsp;Applied Digital’s stock came under pressure in late September when it announced plans to sell 8.39 million shares of its common stock. Earlier this week, the company announced that it had received the initial funding from its previously disclosed perpetual preferred equity financing facility, valued at up to $5 billion, with Macquarie Asset Management.Roth Capital analysts said in a report published in late September that they see few surprises in the company’s first-quarter print, with some possible swings around the "lumpiness" of one-time technical fit-out revenue, the Fly reported. The analysts believe that the company could win another high-performance computing colocation agreement by the end of the year or into early 2026 for its 280MW Harwood site. The research firm upped its price target for the stock to $43 from $24 and maintained its ‘Buy’ rating.On Stocktwits, retail sentiment toward Applied Digital tempered to ‘neutral’ as of early Thursday from ‘bullish’ the day before, with the message volume also dropping to ‘normal’ levels.<figure class="image"><img style="aspect-ratio:623/53;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_09_at_5_23_42_AM_png_e70a18f715.webp" alt="Screenshot 2025-10-09 at 5.23.42 AM.png" width="623" height="53"><figcaption>APLD sentiment and message volume as of 5:20 a.m. ET, Oct. 9 | source: Stocktwits</figcaption></figure>Wall Street analysts, on average, have a price target of $25.11 for the stock, according to Koyfin, implying over 10% downside from Wednesday’s close.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-tsmc-stock-is-slipping-premarket-today-despite-q3-revenue-beat/ch67kh3R30C">Why TSMC Stock Is Slipping Premarket Today Despite Q3 Revenue Beat</a>

Why Applied Digital Stock Is Slipping In Premarket Ahead Of Q1 Print

According to Fiscal.ai, the Dallas, Texas-based company is expected to report a loss per share of $0.13 and revenue of $45.46 million for the first quarter.

Data center infrastructure provider Applied Digital’s (APLD) stock is on traders’ radar after it fell for a third straight session on Friday. In the overnight session, the stock climbed 2.35%, according to Yahoo Finance.<a href="https://stocktwits.com/symbol/APLD">Applied Digital stock</a> has risen about 72% for the year-to-date period, capitalizing on the demand surge from high-performance computing and artificial intelligence (AI) end markets. On Stocktwits, retail sentiment toward the stock stayed ‘bullish’ (67/100) as of late Sunday and the message volume on the stream was at ‘high’ levels.<figure class="image"><img style="aspect-ratio:619/52;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_29_at_1_07_26_AM_png_21063fa9db.webp" alt="Screenshot 2025-09-29 at 1.07.26 AM.png" width="619" height="52"><figcaption>APLD sentiment and message volume as of 1 a.m. ET, Sept. 29 | source: Stocktwits</figcaption></figure>A bullish watcher expected the stock to rebound to the $25 level this week.<stembedurl>https://stocktwits.com/michaelburryburner/message/630287484</stembedurl>Another user flagged CoreWeave, Alphabet, Nutanix and Cisco as potential partnerships that Applied Digital could announce this week.<stembedurl>https://stocktwits.com/Pepper214/message/630279452</stembedurl>Last Monday, the stock added nearly 20% amid the exuberance seen in the AI space and hit an all-time intraday high of $25.61 in the very next session. The stock pulled back approximately 15% from its peak before closing the week at $21.71.&nbsp;Traders will likely focus on a shelf-registration statement the company filed with the SEC late Friday regarding a second offering of its common stock. In a Form S-3 registration statement, Applied Digital said selling stockholders would resell up to 8.4 million shares from time to time. The prices and terms would be determined at the time of any such offering, the company said.&nbsp;The next major catalyst for the stock will likely be the company’s first-quarter results for the fiscal year 2026, due after the market closes on Oct. 9. According to Fiscal.ai, Applied Digital is expected to report a loss per share of $0.14 for the quarter and revenue of $43.67 million, down 28% year-over-year (YoY).The Koyfin-compiled average analysts’ price target for the stock ($21.11) suggests the stock is fairly valued at current levels.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-s-and-p-500-futures-climb-as-traders-shrug-off-government-shutdown-fears/chDMFoCR373">Nasdaq, S&amp;P 500 Futures Climb As Traders Shrug Off Government Shutdown Fears — Strategists Divided Over Market Trajectory Heading Into Q4</a>

In this photo illustration, an Applied Digital logo is seen on a smartphone screen. (Photo Illustration by Pavlo Gonchar/SOPA Images/LightRocket via Getty Images)

Applied Digital Retail Traders Expect Stock To Snap 3-Session Losing Streak, Pinning Hopes On More Datacenter Deals

The stock pulled back approximately 15% from its peak before closing the week at $21.71.

Fermi LLC launched its initial public offering (IPO) on Wednesday, aiming to raise $550 million at a valuation of $13 billion.Co-founded by former U.S. Energy Secretary Rick Perry, Fermi is offering 25 million shares priced between $18 and $22, according to the company’s filing with the U.S. Securities and Exchange Commission (SEC).Fermi, which is a real estate investment trust (REIT), will be renamed Fermi Inc.&nbsp;from its existing name, Fermi LLC, and the stock will list on the Nasdaq Global Select Market and the London Stock Exchange under the ticker “FRMI,” the company said in its filing. It was co-founded by Rick Perry, Toby Neugebauer, and Griffin Perry in January.Rick Perry was the Governor of Texas and served as the Energy Secretary in President Donald Trump’s first term.Fermi said in its filing that it intends to support the continued growth and development of its business, hire personnel, and increase its financial flexibility. Apart from this, the firm also intends to use the proceeds toward&nbsp;other general corporate purposes, including the procurement, construction, and installation of long lead-time items.The company also stated that it intends to have up to 11 gigawatts of power available to cater to data centers by 2038. It aims to achieve this through a combination of various power sources, including natural gas, solar energy, and nuclear power.Since its founding in January, the Texas-based company reported a net loss of $6.4 million through June, according to the SEC filing. This includes $3.6 million in share-based compensation expense and $2.1 million in general and administrative expenses. The firm incurred $0.7 million in non-cash interest expense from paid-in-kind convertible notes.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ed-yardeni-jerome-powell-equity-remarks-alan-greenspan-irrational-exuberance/chD1RX1R33K">Ed Yardeni Draws Parallels To Jerome Powell’s Equity Remarks With Alan Greenspan’s ‘Irrelational Exuberance’ Comments: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Fermi Launches IPO, Aims To Raise $550 Million

Fermi is offering 25 million shares in the price range of $18 and $22, according to the company’s SEC filing.

1 Data Center ETF to Buy Hand Over Fist as Trump Promises $20 Billion in Funding

With the data center market expected to grow 20% annually until 2030, the DTCR ETF offers a compelling way to invest in companies that are leading the way in digital infrastructure.

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