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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

Webull Corp ($BULL) is trending amid intense community debate, largely driven by ongoing price depreciation attributed to tax loss harvesting and persistent selling pressure from SPAC-related share overhang. Despite recent inclusion in the Russell 2000/3000 indexes and reported strong revenue growth in its latest quarter, sentiment remains highly polarized. Bulls view the stock as deeply undervalued with significant long-term potential from user growth and international expansion, while bears warn of continued dilution and question the company's valuation.

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 after receiving FDA approval for NEREUS (tradipitant), hailed as the first new motion sickness drug in over 40 years. The community is buzzing about its substantial potential to address GLP-1 induced nausea and vomiting, viewing this as a significant market expansion that could drive a revaluation of the company. With additional pipeline catalysts anticipated, many are expressing strong conviction in its future growth, despite some predicting immediate profit-taking.

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 actively debated amid its significant price volatility, with many investors anticipating potential breakthroughs and new partnerships at the upcoming CES 2026. While some highlight its robust contractual backlog, growing revenues in voice AI, and debt-free status as a compelling buying opportunity, others express deep skepticism regarding management's communication and the stock's recent performance.

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 Health is trending amid sharp investor division, primarily driven by the recent FDA approval of Novo Nordisk's oral Wegovy pill and speculation around potential distribution partnerships for GLP-1 treatments. While many note the stock's significant drawdown and high short interest as bearish indicators, others view the current valuation as a prime long-term buying opportunity, citing strong fundamentals, institutional accumulation, and the company's expansion into new health verticals and international markets. The community is actively debating whether the current dip sets the stage for a short squeeze or further decline for the direct-to-consumer telehealth provider.

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 is currently trending amidst significant investor frustration as its stock repeatedly hits new all-time lows, fueling widespread community debate over perceived management effectiveness and production execution. Despite recent accolades for its Gravity SUV and strategic partnerships, conversation is heavily focused on the extended interim CEO tenure, potential dilution, and critical concerns about meeting annual vehicle production targets compared to surging EV competitors.

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 trending with strong community conviction as it achieves new all-time highs and sees increased market activity, fueled by its growing presence on Ethereum. The community is actively discussing its sustained momentum, robust chart action, and a narrative positioning it as a significant player in the ongoing "ETH season" amidst broader market shifts.

Ekso Bionics Holdings, Inc. engages in the provision of design, development, and sale of exoskeleton technology that currently has applications in healthcare and industrial markets. The company was founded on January 30, 2012 and is headquartered in San Rafael, CA.

Ekso Bionics Holdings Inc

Ekso Bionics is actively trending following news of a proposed business combination with Applied Digital, aiming to spin out APLD's cloud division into ChronoScale, an AI compute platform. This potential pivot into AI infrastructure, combined with EKSO's low float, has ignited fierce debate among traders about significant upside, while others emphasize substantial dilution for existing shareholders. The community is focused on the immediate trading opportunities and high volume, comparing it to other volatile low-float plays.

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY is trending amid choppy, low-volume trading as market participants grapple with mixed signals from recent Fed minutes regarding future rate policy. Community discussions are sharply divided, with bulls anticipating continued strength towards new highs and bears predicting an imminent correction, particularly as the anticipated "Santa Rally" appears to be largely absent.

Featured in Matt Furies latest book Cortex Vortex as Ratos nemesis. The character is also part of ZOGZ which confirms its real name.  Matt Furie, the artist best known for creating Pepe the Frog, has been working on a new book. The news comes from his editor, who goes by the handle @beuys_on_sale_ on Instagram. In a recent post, the editor hinted at an upcoming project featuring new characters named Gasspas and Rato. Gasspas’s visual appearance can be inferred from the artwork. In one illustration, Gasspas is depicted looming over two rats (Rato and Wat), gazing down at them in a menacing way (an image that has circulated among collectors). This inferred that Gasspas is Ratos nemesis in the new book Cortex Vortex reinforced by community quips that “cats eat rats”. Gasspas debuted as part of ZOGZ, a collection of 111 original NFT character illustrations by Matt Furie launched in May 2023.

Gasspas

Gasspas ($GASS) is currently a hot topic among crypto communities, with many drawing parallels to early Pepe and some associating it with creator Matt Furie. Enthusiasts are actively accumulating due to its low market capitalization, anticipating significant price movements and aiming to 'drop a zero' in its value as part of a broader meme coin rally.

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.

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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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