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BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is seeing high trading volume and active community sentiment as investors focus on the company's QNX software as a foundational element for physical AI and robotics, while management's upcoming investor conference appearances and share buyback program fuel speculation about future growth. The community remains highly bullish, citing recent institutional accumulation and the potential for a long-term turnaround as BlackBerry expands its role in mission-critical embedded systems.

The Home Depot, Inc. engages in the sale of building materials and home improvement products. Its products include building materials, home improvement products, lawn and garden products and décor products. The firm operates through the following geographical segments: U.S., Canada and Mexico. It offers home improvement installation services, and tool and rental equipment. The company was founded by Bernard Marcus, Arthur M. Blank, Kenneth Gerald Langone and Pat Farrah on June 29, 1978 and is headquartered at Atlanta, GA.

Home Depot, Inc.

Home Depot is trending as investors weigh an earnings beat against concerns over a sluggish housing market and reduced consumer spending. The community is actively debating the stock's future, with many highlighting its role as a key barometer for the broader economy while tracking its potential for a reversal.

Figma, Inc. is an AI-powered digital design and product development platform. The firm offers tools for teams to collaborate on the entire lifecycle of software creation. Its products include FigJam, Figma Slides, Figma Design, Figma Draw, Dev Mode, Figma Sites, Figma Buzz and Figma Make. The company was founded by Dylan Joseph Field and Evan Darrow Wallace in 2012 and is headquartered in San Francisco, CA.

Figma Inc. - Ordinary Shares - Class A

Figma

Figma is trending following a strong quarterly earnings report featuring revenue growth that beat analyst expectations and raised full-year guidance, fueled by accelerating enterprise adoption of its AI-powered features. Community sentiment is heavily focused on a potential short squeeze, with investors highlighting significant short interest and arguing that the companys strong net dollar retention and essential role in design workflows prove its long-term value despite broader market concerns about AI competition.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Infleqtion is currently trending as investors digest their recent earnings report, with the community actively debating the company's long-term commercial potential against significant operational expenses. Despite a volatile share price, supporters are pointing to raised revenue guidance, key defense contract wins, and a robust cash position as reasons for bullish conviction.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candel Therapeutics is trending as investors anticipate a major data readout at the upcoming AUA Annual Meeting, with the community closely tracking whether the extended follow-up data for CAN-2409 will confirm its potential as a practice-changing prostate cancer therapy. The stock is seeing heightened engagement from retail investors hopeful for a premium acquisition, even as discussions continue regarding institutional accumulation by firms like RTW and the potential impact of high short interest on near-term volatility.

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

NVIDIA is currently surging due to a combination of strong institutional buy-in ahead of upcoming earnings and recent reports regarding the approval of H200 chip sales to major Chinese technology firms. The community remains heavily divided between bullish investors who view the company's AI-driven growth as a fundamental long-term opportunity and skeptical voices who fear the stock's massive market capitalization may indicate a speculative bubble that is vulnerable to a post-earnings sell-the-news event.

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 trending following a strong quarterly earnings report that featured a revenue and EPS beat alongside a raised outlook for the semiconductor equipment market, signaling sustained growth driven by AI infrastructure demand. The community is actively discussing the company's upgraded price targets from multiple major analyst firms and debating the durability of the AI supercycle versus potential valuation concerns.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET Technologies is rallying following a strategic partnership with Lumilens that includes an initial purchase order and a roadmap potentially reaching half a billion dollars in sales. The community is actively debating the stock's massive institutional volume and price action, with bulls pointing to the validation of the company's photonics technology while some skeptical traders warn of the risks associated with the deal's warrant structure and potential dilution.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), and Global Services (BGS). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The company was founded by William Edward Boeing on July 15, 1916, and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing is trending as investors digest conflicting reports regarding potential jet orders from China amid high-level trade discussions, with the community split between skepticism over deal details and long-term optimism driven by a massive backlog and production recovery. Market participants are actively debating whether the recent share price volatility represents a genuine disappointment over order volume or an overreaction driven by algorithmic trading and profit-taking.

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

United States Antimony Corp.

United States Antimony Corp. is seeing active community discussion regarding its Q1 earnings, which featured a wider-than-expected net loss and production delays at its Thompson Falls facility. While some retail traders are debating the company's long-term potential as a critical U.S. mineral supplier, others are expressing frustration over management's execution and the stock's recent downward volatility.

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<ul class="summary-bullets"><li>According to Sharplink CEO Joseph Chalom, the key debate is no longer whether crypto succeeds, but how quickly mainstream adoption occurs.</li><li>He described Ethereum as uniquely positioned because of its decade-long operational history, liquidity, and reliability.</li><li>Chalom said stablecoins and tokenization remain in the early stages of adoption and could significantly reshape global finance.</li></ul>SharpLink Gaming (SBET) CEO Joseph Chalom said on Thursday that the bear market case for the cryptocurrency industry and Ethereum (ETH) is “very small” with the adoption accelerating across institutions, payments, tokenization and decentralized finance (DeFi).His main argument was that the technology is no longer experimental, since it is starting to be used in real financial systems. “The institutions are here. They’re not experimenting,” Shalom&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=LkR92epQnU4">said</a> in an interview with CoinDesk at Consenus Miami 2026.&nbsp;According to Shalom, the biggest risk now is not whether crypto succeeds, but how fast adoption happens. “The bear case is timing,” he said, arguing that stablecoins and tokenized assets are inevitably going mainstream.<h2 class="st-heading-2">Ethereum At Center Of Tokenization Push</h2>Shalom stated that Ethereum is especially well-positioned because it already has scale, liquidity, and reliability. “Ethereum has been proven for 10 years, never gone down, has liquidity, has trust,” he said.<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> fell around 2.7% in the last 24 hours, dipping below the key support level of $2,300. Retail sentiment on Stocktwits around the leading altcoin trended in ‘neutral’ territory over the past day, accompanied by ‘normal’ levels of chatter.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_07_133455_png_a908df5947.webp" alt="Screenshot 2026-05-07 133455.png" width="1266" height="144"><figcaption>ETH retail sentiment and message volume on May 7 as of 1:30 p.m. ET | Source: Stocktwits</figcaption></figure>Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/SBET/">SBET’s stock</a> took a dive of over 4.7% in midday trade. Retail sentiment around the company was also in the ’neutral’ territory over the past day, but chatter stayed at ‘low’ levls.&nbsp;<h2 class="st-heading-2">SBET CEO Calls ‘Super Cycle’ On Tokenization</h2>Shalom acknowledged recent price weakness caused by geopolitical fears and leveraged speculation, but he believes those pressures are temporary and that crypto is now entering a new growth phase. “The tailwinds have never been stronger,” he said.Shalom stated that stablecoins are still “in their infancy,” meaning adoption is only beginning. He expects stablecoins to eventually become a common way people make payments online and move money globally.He also said the market is entering a “super cycle on tokenization,” referring to the process of turning real-world assets like stocks, bonds, and funds into blockchain-based digital assets. According to Shalom, tokenization could expand massively because it allows 24/7 trading, instant settlement, and lower costs.His narrative echoes Bitmine’s (BMNR) Tom Lee who <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/tom-lee-says-bmnr-may-slow-down-on-ethereum-for-other-things/cZXb1vjReQg">stated</a> that “crypto winter” is over and “crypto spring” has kicked in. He said this means that the crypto bull market is starting and that agentic AI as well as tokenization are likely to be the main drivers of the next crypto rally.&nbsp;SharpLink is currently the second largest corporate holder of Ethereum, after Bitmine, with 868,699 ETH on its balance sheet. SBET’s stock has fallen nearly 20% this year, while Ethereum’s price has dipped over 22%.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/michael-saylor-says-buy-more-bitcoin-than-you-can-sell/cZXb09DReQB">Michael Saylor Says ‘Buy More Bitcoin Than You Can Sell’ After MSTR Opened Door To BTC Sales</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

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

SBET CEO Says Ethereum Bear Case Is ‘Very Small’ Amid Institutional Crypto Adoption

SharpLink Gaming CEO Joseph Chalom said at Consensus Miami 2026 that the bear case for crypto and Ethereum is now “very small” due to accelerating institutional adoption.

Cryptocurrency

SharpLink Gaming CEO Joseph Chalom said at Consensus Miami 2026 that the bear case for crypto and Ethereum is now “very small” due to accelerating institutional adoption.


Kerrisdale Capital on Wednesday disclosed a short position on Tom Lee-led Bitmine Immersion Technologies (BMNR), stating that the digital asset treasury (DAT) playbook has become “basic and unoriginal.”<a href="http://stocktwits.com/symbol/BMNR">BMNR’s stock</a> continued to gain in morning trade, up 1.5%. Retail sentiment on Stocktwits, however, dipped to ‘neutral’ from ‘bullish’ over the past day.The equities market has seen a surge in companies pivoting to holding cryptocurrencies on their balance sheets as the Trump administration took a friendlier stance on regulation. “As near-idential copycats overwhelm the market, premiums are collapsing and the ability to issue shares well above NAV to boost&nbsp;ETH-per-share is disappearing,” the research firm said.Kerrisdale Capital pointed to Michael Saylor-backed Strategy (MSTR) as an example of reducing net asset value (NAV). “The OG DAT, MSTR, has seen its premium slide from 2-2.5x NAV to around 1.4x after unpopular financings &amp; policy reversals broke the spell,” it said. “If the pioneer with a cult following can’t keep the magic alive, no one can.”It added that BMNR’s&nbsp;premium has also been sliding lower, and will probably “continue bleeding” until it reaches or falls below the NAV. “The lower it goes, the slower the ETH-per-share accretion, until it collapses below 1,” the firm said.BMNR is currently the largest Ethereum holding DAT in the market with more than&nbsp;two million tokens in its treasury, followed by SharpLink (SBET),&nbsp;which has around 800 million tokens. According CoinGecko data, there are around 13 companies with Ethereum on their balance sheets. This includes companies like Fundamental Global (FGNX) and BitDigital (BTBT),&nbsp;which also announced the&nbsp;inclusion of&nbsp;Ethereum as a part of their long-term treasury strategy this year.In addition to reducing returns, Kerrisdale Capital also critiqued Lee’s leadership. “Tom Lee has proven to be an underwhelming meme lord. No cat videos. No speeches to mortgage your house to buy ETH,” it said. “Poor utilization of caps lock, emojis, GIFs, AI slop. Too TradFi and boring, Lee pales in comparison to Saylor and Chamath [Palihapitiya].”The firm clarified that it’s not short on Ethereum but&nbsp;that it is skeptical of BMNR because the company’s “whole pitch is to get investors to overpay for copying a playbook that no longer works.”&nbsp;<a href="http://stocktwits.com/symbol/ETH.X">Ethereum’s price</a> was trading at around $4,500 in early morning trade after more than 4% in the last 24 hours.Meanwhile, Consensys co-founder Joseph Lubin reportedly said that Ethereum (ETH)-holding digital asset treasury (DAT) companies could evolve into the “Berkshire Hathaway” as the financial landscape shifts.“The real opportunity is to be the Berkshire Hathaway of the next global economy, the more decentralized global economy,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cointelegraph.com/news/ethereum-dats-the-next-berkshire-hathaway-consensys-founder">told</a> CoinTelegraph on sidelines of Token2049 in Singapore. Lubin is the also the chairman of SharpLInk Gaming.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bnb-hits-record-1-330-while-btc-eth-retreat-amid-650-million-liquidations/ch6E0XTR3i3">BNB Hits Record $1,330 While Bitcoin, Ethereum Retreat Amid $650 Million Liquidations</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

FundStrat Global Advisors Managing Partner Tom Lee speaks onstage at Yahoo Finance All Markets Summit on October 25, 2017 in New York City. (Photo by Cindy Ord/Getty Images for Yahoo)

Kerrisdale Capital Shorts Bitmine, Calls Ethereum Treasury Strategy ‘Basic And Unoriginal’

The research firm also critiqued Tom Lee’s leadership, stating that he has “proven to be an underwhelming meme lord.”

Equity

ETFs to Buy as Robinhood Surges on S&P 500 Inclusion

ETFs like ROBN, FIVY, STRN, ARKF and LFGY let investors ride Robinhood's S&P 500 inclusion and its strong performance.

Opera (OPRA), the Norwegian tech firm best known for its web browsers, has unveiled a new entry into the AI-driven browsing era: Opera Neon.&nbsp;Opera described Neon as more than a standard web browser, positioning it as an intelligent assistant capable of understanding user goals, handling intricate tasks, and turning concepts into reality.Opera Neon includes an integrated AI assistant that engages with users in real-time, enabling web searches, delivering in-depth contextual responses, and simplifying access to key browser functions.&nbsp;By embedding these capabilities, users can accomplish tasks without needing separate AI platforms.Among the&nbsp;premium subscription's key features is its “Browser Operator,” which empowers users to automate everyday online actions like form submissions, travel reservations, and e-commerce tasks.&nbsp;It interprets webpage content and executes tasks directly within the browser, keeping user data secure and private by avoiding external processing.Opera Neon extends its capabilities beyond simple responses. Users can request it to create full websites, develop games, or produce original code.“We’re at a point where AI can fundamentally change the way we use the internet and perform all sorts of tasks in the browser. Opera Neon brings this to our users’ fingertips,” said Senior AI Product Director at Opera, Henrik Lexow.These tasks are managed by AI agents operating in cloud-hosted virtual machines, which continue their work even after the user logs off, enabling uninterrupted multitasking and project creation directly through the browser.On Stocktwits, retail sentiment around Opera remained in ‘bearish’ territory.<figure class="image"><img style="aspect-ratio:633/65;" src="https://news.stocktwits-cdn.com/Screenshot_2025_05_28_104824_png_52f55d8c42.webp" alt="OPRA's Sentiment Meter and Message Volume as of 10:45 a.m. ET on May 28, 2025 | Source: Stocktwits" width="633" height="65"><figcaption>OPRA's Sentiment Meter and Message Volume as of 10:45 a.m. ET on May 28, 2025 | Source: Stocktwits</figcaption></figure>A Stocktwits user expressed skepticism about the subscription charge for the browser.<stembedurl>https://stocktwits.com/BuyOnRedSellOnGreen/message/616012404</stembedurl>Opera stock has lost over 4% year-to-date and added over 23% in the last 12 months.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/signing-day-sports-stock-rises-after-one-blockchain-acquisition/ch0olPfRbsL">Signing Day Sports Triples In Value After One Blockchain Acquisition: Retail Says Stock In Rocket Mode</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The Opera browser logo appears on the screen of a smartphone in Reno, United States, on December 6, 2024. 

Opera Unveils Its Neon Browser With Built-In AI Capabilities: But Retail’s Skeptical

Opera Neon includes an integrated AI assistant that engages with users in real-time, enabling web searches, delivering in-depth contextual responses, and simplifying access to key browser functions. 

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