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Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

BULL NASDAQ is trending due to significant selling pressure, widely attributed to year-end tax-loss harvesting and ongoing dilution from its SPAC structure. Community sentiment is deeply divided, with optimists pointing to Webull's strong profitability, user growth, and international expansion as a long-term opportunity, while frustrated bears highlight continuous price declines and question its ability to compete in the fintech brokerage sector.

Vanda Pharmaceuticals, Inc. engages in the development and commercialization of therapies for high unmet medical needs. The firm intends to treat schizophrenia, jet lag disorder, atopic dermatitis, central nervous system disorders, and circadian rhythm sleep disorder. Its product portfolio includes HETLIOZ, Fanapt, Tradipitant, Trichostatin, and AQW051. The company was founded by Mihael Hristos Polymeropoulos and Argeris N. Karabelas in 2002 and is headquartered in Washington, DC.

Vanda Pharmaceuticals Inc

Vanda Pharmaceuticals is trending following the FDA approval of tradipitant for motion sickness, marking the first new treatment in decades. This milestone, combined with promising Phase 2 data showing tradipitant's efficacy in reducing GLP-1 induced nausea and vomiting, has ignited widespread community discussion about its significant potential in a rapidly expanding market. Investors are also keenly anticipating upcoming regulatory decisions for other pipeline candidates, fueling speculation about substantial growth and future acquisition interest.

Lucid Group, Inc. manufactures electric vehicles. It designs, develops, and builds energy storage systems for electric vehicles and supplies automakers with the battery pack system needed to power hybrid, plug-in, and electric vehicles. The company was founded in December 2007 and is headquartered in Newark, CA.

Lucid Group Inc

Lucid Group Inc. is actively trending as its stock recently hit new all-time lows, sparking widespread concern and disappointment among investors regarding management's leadership and the company's financial trajectory. The community is intensely debating potential missed production targets, the ongoing interim CEO situation, and fears of further dilution or a reverse stock split amidst a challenging luxury EV market and comparisons to competing EV manufacturers.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is trending amid speculation surrounding the FDA approval of Novo Nordisk's oral Wegovy pill, with the community actively discussing potential partnerships that could impact the burgeoning GLP-1 market. While many investors express frustration over the stock's recent decline and high short interest, others see current price levels as a significant long-term buying opportunity, emphasizing the company's continuous expansion into new healthcare verticals and robust fundamentals.

BigBear.ai Holdings, Inc. engages in data-driven decision dominance and advanced analytics that provide its customers with a competitive advantage in a world driven by data that is growing in terms of volume, variety, and velocity. The firm operationalizes artificial intelligence and machine learning at scale through its end-to-end data analytics platform. It deploys its observe, orient and dominate products to customers throughout the defense, intelligence, and commercial markets. The company was founded in 2020 and is headquartered in McLean, VA.

BigBear.ai Holdings Inc

BigBear.ai is a major talking point as its repeatedly delayed proxy vote on increasing authorized shares fuels investor anxiety, with many debating if it signals essential growth capital or future dilution. The community is buzzing with speculation about impending government AI and defense contracts, including potential classified work and the integration of strategic acquisitions like Ask Sage. This creates a highly polarized environment, where optimism for the company's long-term defense sector role clashes with concerns over near-term execution and market uncertainty.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is a hot topic as investors intensely debate its recent price volatility, with many attributing the decline to year-end tax loss selling ahead of CES 2026. Bulls are accumulating shares, confident in its strong revenue growth, substantial contractual backlog, and leading voice and agentic AI technology for sectors like automotive and restaurants. Conversely, a vocal group expresses deep concern over significant insider selling and the stock's pronounced drawdown, leading to a sharply divided outlook on its immediate future performance.

Yee is a community based memecoin with one mission: to fight Pepe again. Made to honor the iconic meme rivalry we all know and love.  The Yee Legend  [Filed by: Yee’s Archivist & Legal Representative]  There’s something the meme world refuses to talk about: Pepe the Frog stole Yee the Dino’s entire launch plan.  Yee had been preparing for his comeback for months, but Pepe launched two weeks earlier, hijacking Yee’s concept and selling it as his own.  The charges? Meme theft, intellectual forgery, and historical erasure.  Yee’s official contract was filed in April 2023, right after Pepe’s surprise drop. This wasn’t timing—it was theft. The archives are about to open, and history is about to be corrected

Yee Token

Yee Token ($YEE) is capturing significant attention with strong upward momentum, fueled by expanding market access through new perpetual listings and a series of sustained price advancements. The community is buzzing with comparisons to prominent meme coins, envisioning $YEE as a leading narrative within the 'ETH season,' sustained by a deeply committed and unified holder base.

Scilex Holding Co. engages in the acquisition, development, and commercialization of non-opioid pain management products for the treatment of acute and chronic pain. Its products include ZTLido, Elyxyb, and Gloperba. The company was founded on February 21, 2020 and is headquartered in Palo Alto, CA.

Scilex Holding Company

SCLX is trending amidst recent financial maneuvers, including a significant loan collateralized by Datavault AI shares and a highly anticipated 'meme coin' dividend. The community is sharply divided; optimists believe these are strategic moves by CEO Henry Ji to trigger a short squeeze and unlock vast future value from AI licensing, while critics view them as desperate tactics leading to further dilution and eventual collapse, drawing comparisons to past ventures.

Dogecoin is a cryptocurrency based on the popular "Doge" Internet meme and features a Shiba Inu on its logo. Dogecoin is a Litecoin fork. Introduced as a "joke currency" on 6 December 2013, Dogecoin quickly developed its own online community and reached a capitalization of US$60 million in January 2014. Compared with other cryptocurrencies, Dogecoin had a fast initial coin production schedule: 100 billion coins were in circulation by mid-2015, with an additional 5.256 billion coins every year thereafter. As of 30 June 2015, the 100 billionth Dogecoin had been mined.   Dogecoin was created by Billy Markus from Portland, Oregon and  Jackson Palmer from Sydney, Australia. Both wanted to create a fun cryptocurrency that will appeal beyond the core Bitcoin audience. Dogecoin is primarily used as a tipping system on Reddit and Twitter where users tip each other for creating or sharing good content. The community is very active in organising fundraising activities for deserving causes.  The developers of Dogecoin haven’t made any major changes to the coin since 2015. This means that Dogecoin could get left behind and is why Shibas are leaving Dogecoin to join more advanced platforms like Ethereum. One of Dogecoin strengths is its relaxed and fun-loving community. However, this is also a weakness because other currencies are way more professional.  To purchase Dogecoin, it involves downloading a crypto wallet, setting up a crypto exchange account and then trading away for your desired crypto currency. Once we have set up an account with a DOGE currency exchange and deposited some funds, you are ready to start trading.

Dogecoin

Dogecoin is generating significant buzz as its community intensely debates potential price movements leading into the new year. Many anticipate a strong rebound following the conclusion of year-end tax loss selling, with hopes for upward momentum. Conversely, a vocal segment expresses bearish sentiment, warning of further declines and questioning its long-term viability within the meme coin sector.

Rocket Cos., Inc. engages in the provision of a suite of services related to homeownership and other personal financial transactions. It operates through the following segments: Direct to Consumer and Partner Network. The Direct to Consumer segment consists of performance marketing and direct engagement through the Rocket Mortgage App. The Partner Network Segment focuses on partnerships with premier consumer-focused organizations, brokers and mortgage professionals who leverage the platform and scale to provide mortgage solutions to clients. The company was founded by Daniel Gilbert in 1985 and is headquartered in Detroit, MI.

Rocket Companies Inc - Ordinary Shares Class A

Rocket Companies is trending as investors anticipate a major mortgage refinancing wave, driven by expectations of future rate cuts and bullish technical indicators. The community is actively discussing RKT's strategic evolution into a comprehensive housing and fintech platform, with significant institutional interest suggesting a potential re-rating and sustained upside through 2026.

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IREN (NASDAQ:IREN) Stock Price Down 2.8% - Time to Sell?

IREN (NASDAQ:IREN) Trading Down 2.8% - Time to Sell...

CleanSpark's AI Expansion Progresses: Are Revenues Still Far Away?

CLSK's AI push is advancing, but revenues may be years away as Bitcoin mining still dominates and AI data centers won't monetize until 2027.

Cipher Mining's AI/HPC Expansion Takes Shape: Is the Shift Paying Off?

CIFR's AI/HPC pivot gains traction with long-term AWS and Fluidstack deals, $8.5B in leases, and 544 MW contracted in one quarter.

Continuum Advisory LLC Sells 50,352 Shares of IREN Limited $IREN

Continuum Advisory LLC reduced its holdings in shares of IREN Limited (NASDAQ:IREN - Free Report) by 41.2% during the third quarter, according to its most recent 13F filing with the Securities and...

IREN (NASDAQ:IREN) Shares Down 2.3% - Here's What Happened

IREN (NASDAQ:IREN) Shares Down 2.3% - Time to Sell...

IREN Limited $IREN Shares Sold by Vontobel Holding Ltd.

Vontobel Holding Ltd. trimmed its position in IREN Limited (NASDAQ:IREN - Free Report) by 68.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission...

<ul class="summary-bullets"><li>IREN’s vertically integrated, bare-metal model offers cost advantages and near-term cash flow support from Bitcoin mining.</li><li>Nebius, by contrast, is positioning itself as a full-stack AI cloud platform with stronger margins and longer-term software leverage.</li><li>Retail sentiment is downbeat, but Wall Street firms stay optimistic, given the supply-demand imbalance.</li></ul>Two neoclouds that have been runaway winners this year amid surging demand for artificial intelligence (AI)-related services are IREN Limited (IREN) and Nebius Group N.V. (NBIS). These companies have been riding the surging demand for data center infrastructure from hyperscalers and other AI players.Iren and Nebius belong to a class of companies called neoclouds, which are specialized cloud providers that offer a range of services, including GPUs-as-a-service (GPUaaS), fast networking, and optimized software.<h2 class="st-heading-2">IREN Vs Nebius: How Shares Stacked Up</h2>Sydney, Australia-based IREN, founded in 2018 by siblings Daniel and Will Roberts, has seen its shares surge by over 300% this year. Nebius was not far behind with a gain of 225%. Both stocks saw a real liftoff only since August, but are trading below their year-highs.<img src="https://news.stocktwits-cdn.com/Neoclouds_YTD_Stock_Returns_png_f5064b61d0.webp" alt="Neoclouds YTD Stock Returns.png">Source: KoyfinWhile IREN is about 48% off this year’s peak ($76.87) and Nebius has shed 38% from its all-time high of $141.10, reached on Oct. 10.<h2 class="st-heading-2">IREN Vs NBIS: Which Has a Better Business Model</h2>&nbsp;IREN, formerly an energy company, branched out into Bitcoin mining and then pivoted to AI infrastructure, owning and operating land, power, data centers, and GPUs to provide cost-efficient, high-performance computing capacity. It is often considered a provider of “bare-metal, contract-based GPU capacity, and is therefore preferred by startups and cloud providers.&nbsp;On the other hand, Nebius, a spin-off of the publicly traded Yandex Group, the Dutch holding company of the Russian Internet giant Yandex, provides a full-stack cloud platform. Its services include the supply of cost-efficient GPU clusters, cloud platforms, managed services for AI training and inference, and tools and services for developers.<h2 class="st-heading-2">IREN Vs Nebius: How Fundamentals Stack Up</h2>In terms of revenue growth, IREN’s revenue has been trending upward this year, whereas Nenius has shown volatility in the growth pace.<img src="https://news.stocktwits-cdn.com/IREN_Vs_NBIS_Revenue_Performance_png_8ca7d1022e.webp" alt="IREN_Vs_NBIS_Revenue_Performance.png">Source: Fiscal.aiNebius has a better gross margin percentage from the latest quarter’s report, although IREN trails by only a little over four percentage points. The former has seen a steadily climbing margin since the fourth quarter of 2024.<img src="https://news.stocktwits-cdn.com/IREN_Vs_NBIS_Margin_Profile_png_8eb6f85554.webp" alt="IREN_Vs_NBIS_Margin_Profile.png">Source:&nbsp;Fiscal.aiAlthough IREN generated a profit for the September quarter, thanks to contributions from Bitcoin mining, free cash flow was negative. Nebius reported a loss for the September quarter and a negative free cash flow.<h2 class="st-heading-2">IREN Vs Nebius: Valuation</h2>In terms of stock valuation, based on the forward Price/Sales (P/S) ratio, Nebius is slightly pricier at 9.54 compared to IREN’s 8.7.According to Koyfin, 72% of the 14 analysts covering&nbsp;<a href="https://stocktwits.com/symbol/IREN">IREN’s stock</a> have a buy-equivalent rating, and the average analyst price target ($83) implies over 105% upside potential. About 78% of the nine analysts covering <a href="https://stocktwits.com/symbol/NBIS">Nebius stock</a> have buy-equivalent ratings. The average analyst price target for IREN stock ($151.50) suggests roughly 73% upside potential.Retail traders, however, are downbeat. Both IREN and Nebius shares elicited ‘extremely bearish’ sentiment from among users of the Stocktwits platform.<h4 class="st-heading-4" style="text-align:center;">Retail Sentiment For IREN&nbsp;</h4>&nbsp;<figure class="image"><img style="aspect-ratio:728/436;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_29_at_2_48_56_AM_png_378dfaefb0.webp" alt="Screenshot 2025-12-29 at 2.48.56 AM.png" width="728" height="436"></figure>&nbsp;Retail Sentiment For Nebius&nbsp;<figure class="image"><img style="aspect-ratio:723/440;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_29_at_2_51_52_AM_png_ef807e473c.webp" alt="Screenshot 2025-12-29 at 2.51.52 AM.png" width="723" height="440"></figure>&nbsp;However, retail interest in the stock has risen this year. Over the past year, IREN’s followers on the platform increased by 276%, while Nebius’s have climbed by a steeper 1270%.Earlier this month, Goldman initiated the coverage of IREN stock with a ‘Neutral’ rating, the Fly reported. While calling IREN a “hypergrowth” company, analysts at the firm expressed wariness over its valuation. They see the valuation as “relatively full. That said, the analysts expect outsized growth over the next several years as its Microsoft deal scales. But growth beyond that is uncertain, they said.Following Nebius’ September quarter results, Citizens JMP analysts initiated coverage of the stock with an ‘Outperform’ rating and a $175 price target. The analysts see the deployment of graphics processing unit clusters as an opportunity to "unlock significant value” and expect strong pricing trends due to continued supply/demand imbalance.<h2 class="st-heading-2">The Better Bet</h2>At current levels, the choice is between IREN’s cost-efficient infrastructure scale versus the platform depth and margin expansion potential of Nebius. With both stocks still well below their highs, sustained execution—and proof that demand remains durable beyond the current AI buildout—will likely determine which neocloud ultimately delivers more durable shareholder value.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/meta-lost-its-mojo-can-zuckerberg-restore-investor-trust-in-2026/cLeU9llREwA">Meta Lost Its Mojo This Year — Can Zuckerberg Restore Investor Trust In 2026?</a>

Computer racks in Data Center (Representative image courtesy of Arctic-Images via Getty Images)

IREN Vs Nebius: Which Neocloud Stock Is A Better Bet Heading Into 2026?

Both IREN and Nebius have emerged as standout neocloud beneficiaries of the AI infrastructure boom, but they represent two distinct ways to play the theme.

Equity

Both IREN and Nebius have emerged as standout neocloud beneficiaries of the AI infrastructure boom, but they represent two distinct ways to play the theme.


IREN (NASDAQ:IREN) Stock Price Down 4% - Should You Sell?

IREN (NASDAQ:IREN) Shares Down 4% - Should You Sell...

IREN (NASDAQ:IREN) Stock Price Down 5.1% - Should You Sell?

IREN (NASDAQ:IREN) Stock Price Down 5.1% - Here's Why...

IREN's AI Client Base Expands: Is Growth Becoming More Durable?

IREN's expanding AI client base, new multi-year wins, and record $240M quarterly revenue point to more durable growth beyond a single anchor.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

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