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Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is trending amid intense investor euphoria and a massive short squeeze, with the community actively debating whether the stock's parabolic ascentdriven by aggressive price target hikes and AI infrastructure demandis a sustainable supercycle or a speculative bubble destined for a sharp correction. Traders are locked in a fierce tug-of-war, with bulls pointing to fundamental memory storage needs while bears focus on the stock's extreme year-over-year gains and the potential for a blow-off top.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is trending as a major beneficiary of sector-wide capital rotation, fueled by strategic collaborations with Google and the Terafab project involving Tesla and SpaceX. The community is actively debating whether this momentum marks a sustainable turnaround for the foundry business or a temporary sentiment-driven rally.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is trending as it faces heavy selling pressure alongside the broader SaaS sector, driven by analyst downgrades and growing market anxiety that agentic AI models could disrupt traditional subscription-based enterprise software. Despite solid fundamentals and management's confidence, the community is deeply divided between those viewing the decline as a generational buying opportunity and those fearing a long-term structural shift away from legacy platforms.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is currently experiencing heightened volatility and intense community debate following a now-deleted social media post from investor Michael Burry, who suggested that Anthropic poses a significant competitive threat to the company. While bears are seizing on these comments to question Palantir's valuation and market position, many vocal supporters are dismissing the narrative as market manipulation, pointing to the company's strong fundamentals and the distinct, complementary nature of its AI operating system.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is currently at the center of a volatile discussion as investors weigh the company's aggressive 30,000-person layoff plan against its massive capital investment into AI infrastructure. While some in the community view these cost-cutting measures as a necessary pivot to fund long-term growth and stay competitive, many traders are expressing significant frustration over persistent downward price pressure and the stock's failure to maintain gains despite positive earnings and massive AI backlog figures.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as digital video compact disc player, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSM is trending as record-breaking Q1 revenue and strong monthly sales confirm that AI infrastructure demand remains robust, effectively silencing concerns about a cooling cycle. The community is actively discussing the stock's role as a reliable 'lie detector' for the semiconductor industry, with investors closely watching capacity expansion and aggressive analyst price target hikes as bullish indicators despite ongoing geopolitical and supply-chain uncertainties.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is seeing intense retail engagement and volatile price action driven by speculative optimism surrounding its role in the silicon photonics and AI hardware supercycle, despite ongoing scrutiny over its current lack of profitability and high valuation. Community sentiment remains deeply polarized between bulls betting on massive future bookings and long-term scaling, and vocal bears warning of a potential pump-and-dump setup, especially as the company continues to utilize at-the-market offerings.

Replimune Group, Inc. is a clinical-stage biotechnology company. It engages in the business of developing oncolytic immunotherapies for the treatment of cancer. The company was founded by Philip Astley-Sparke, Colin A. Love, and Robert Coffin in March 2015 and is headquartered in Woburn, MA.

Replimune Group Inc

Replimune is trending as investors react to the FDA accepting the BLA resubmission for its melanoma treatment, with a PDUFA date set for April 2026. The community is actively debating the likelihood of approval following a prior Complete Response Letter, with many analyzing whether the resubmitted data sufficiently addresses previous concerns regarding trial design and efficacy.

Back in 2011, long before “crypto Twitter”, NFTs, or VC-backed chains existed, users of the BitcoinTalk forum came up with a new currency - not to launch a network, but to make fun of btc.... and so: The first memecoin/memecurrency was born.  On May 23, 2011, a Something Awful poster cracked, “Has anyone called them buttcoins yet?”. It was sophomoric and perfect. Within weeks the gag metastasized into Buttcoin.org, a parody blog that described a “peer to peer butt” economy while cataloging mining fiascos, exchange blowups, and MLM-adjacent “innovations”.

Buttcoin

Buttcoin is gaining attention as a long-standing meme with roots dating back to 2011, now resurfacing as a community-driven project on Solana. Investors are debating its staying power compared to other meme coins, with proponents highlighting its historical lore and the potential for long-term relevance.

Organon & Co. is a science based global pharmaceutical company, which develops and delivers innovative health solutions through a portfolio of prescription therapies within women’s health, biosimilars and established brands. The company was founded on March 11, 2020, and is headquartered in Jersey City, NJ.

Organon & Co.

Organon & Co. is currently the subject of intense speculation as buyout rumors, particularly involving potential interest from Sun Pharma, fuel volatility alongside ongoing discussions about the company's significant debt load. While some investors are betting on a turnaround driven by the recent FDA approval for Nexplanon's extended use and VTAMA trial success, others remain cautious, debating whether the stock is a deep-value opportunity or a long-term play burdened by its balance sheet.

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 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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<ul class="summary-bullets"><li>Strategy’s average purchase price of Bitcoin remains higher than Bitcoin’s current price, leaving it with an unrealized loss of nearly $4 billion.</li><li>The latest purchase marks a slowdown after significantly larger buys in the previous two weeks, marking the smallest buy so far this month.</li><li>Retail sentiment around MSTR shares dropped to ‘neutral’ from ‘bullish’ territory over the past day on Stocktwits.</li></ul>Michael Saylor-backed Strategy (MSTR) announced on Monday that it has acquired more than 1,000 Bitcoin (BTC) over the past week for around $76.6 million, while still sitting on a paper loss of just under $4 billion.&nbsp;The company said it had acquired 1,031 BTC for $76.6 million at an average price of $74,326. Strategy’s total holdings now stand at 762,099 BTC, acquired for $57.69 billion at an average cost of $75,694. With the average price still above Bitcoin’s current price, the company is sitting on paper losses of around $4 billion, according to CoinGecko data.&nbsp;<h2 class="st-heading-2">Strategy Scales Back Weekly Bitcoin Purchases</h2>Monday’s Bitcoin purchase marks the company’s smallest Bitcoin purchase this month. Saylor had been ramping purchases of the apex cryptocurrency of late buying over 22,000 BTC last week and nearly 18,000 BTC the week before that.<a href="https://stocktwits.com/symbol/MSTR">MSTR’s stock</a> gained as much as 1.14% in pre-market trade amid a&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-price-shoots-above-70000-after-trump-us-iran-productive-talks/cZ3mJzSRI07">broader rally</a> in the stock and cryptocurrency markets after President Donald Trump announced a five-day delay on any strikes against Iranian energy facilities following “productive talks” over the weekend.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> gained nearly 2.5% in the last 24 hours to cross $70,000 after hitting an intraday low of under $68,000. On Stocktwits, retail sentiment around BTC fell to ‘bearish’ from ‘neutral’ territory over the past day, with chatter at ‘low’ levels.Meanwhile, retail sentiment around MSTR shares dropped to ‘neutral’ from ‘bullish’ territory over the past day, while chatter fell to ‘normal’ from ‘high’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_23_120230_png_a9ca1350fc.webp" alt="Screenshot 2026-03-23 120230.png" width="1266" height="133"><figcaption>MSTR retail sentiment and message volume on March 23 as of 8:05 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">What Is Retail Saying About MSTR's Stock?</h2>One retail user said that if Strategy's keeps accumulating Bitcoin at its current pace, the company will cross the 1 million threshold by October.<stembedurl>https://www.stocktwits.com/MisterGreen/message/648287163</stembedurl>Another predicted that MSTR's rally to $200 could kick off this week.<stembedurl>https://www.stocktwits.com/Gusstastic/message/648285169</stembedurl>MSTR's stock has fallen over 10% year to date, while Bitcoin's price has tumbled more than 10% this year.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-price-shoots-above-70000-after-trump-us-iran-productive-talks/cZ3mJzSRI07">Bitcoin Price Shoots Above $70,000 After Trump Says US-Iran Held ‘Productive’ Talks</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Bitcoin Conference Draws Cryptocurrency Fans To Miami.  (Photo by Joe Raedle/Getty Images)

MSTR Stock Gains After Strategy Spends Another $76 Million On Bitcoin While Sitting On $4B Unrealized Loss 

Michael Saylor-backed Strategy added 1,031 Bitcoin for $76.6 million over the past week, bringing total holdings to 762,099 BTC.

Cryptocurrency

<ul class="summary-bullets"><li>Strategy has added more than 88,500 BTC in 2026, with nearly half of it acquired in the first two weeks of March.</li><li>The company holds a total of 761,068 BTC, representing about 3.6% of Bitcoin’s cumulative circulating supply.</li><li>Aggregate unrealized losses still exceed $1 billion, though they have declined significantly since December.</li><li>MSTR’s average purchase price is $75,295 per Bitcoin, putting the position near break-even.</li></ul>Strategy (MSTR) executive chairman Michael Saylor touted that the company has clocked $1.6 billion in Bitcoin (BTC) gains so far this year, with most of that growth coming from the first two weeks of March, but aggregate paper losses remain.In a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/saylor/status/2033865187925639427?s=20">post</a> on X, Saylor highlighted that Strategy has added more than 88,500 BTC to its balance sheet this year, resulting in a BTC dollar gain of $1.6 billion. “BTC Gain is the closest analog to net income on the Bitcoin standard,” he wrote.<figure class="image"><a class="st-link-external" href="https://x.com/saylor/status/2033865187925639427" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_17_093020_png_9defcdadfd.webp" alt="Screenshot 2026-03-17 093020.png" width="825" height="716"></a><figcaption>Source: @saylor/X</figcaption></figure>However, CoinGecko data&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.coingecko.com/en/treasuries/companies/strategy">showed</a> that Strategy is still sitting on over $1 billion in paper losses on its aggregate holdings, down from&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mstr-posts-more-than-1600-percent-jump-in-its-operating-loss-in-q4-2025-as-bitcoin-crash-bites/cZbZlO9R4nE">$17.4 billion at the end of December.</a>&nbsp;<a href="https://stocktwits.com/symbol/MSTR/">MSTR’s stock</a> edged 0.5% lower at market open after&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> fell below $74,000, shedding gains from an intra-day high of nearly $76,000, according to CoinGecko data. Retail sentiment around MSTR on Stocktwits remained in ‘bullish’ territory over the past day as chatter rose to ‘high’ from ‘normal’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_17_093037_png_043463db1c.webp" alt="Screenshot 2026-03-17 093037.png" width="1277" height="142"><figcaption>MSTR retail sentiment and message volume on March 17 as of 9:30 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">MSTR’s Bitcoin Buying Accelerates In March</h2>Strategy currently holds 761,068 BTC on its balance sheet, valued at over $56 billion based on Bitcoin’s current price. This accounts for around 3.6% of Bitcoin’s total circulating supply. The average cost of each Bitcoin is $75,295, close to breaking even if Bitcoin’s price hits new highs.&nbsp;MSTR&nbsp; has increased the pace of its Bitcoin purchases over the past few weeks, adding more than 22,000 BTC to its balance sheet yesterday and over 40,000 Bitcoin in the first two weeks of March.MSTR’s stock is down 4.5% year to date, while Bitcoin’s price has fallen nearly 16%.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/pay-pal-eyes-70-country-pyusd-expansion-with-rewards-for-its-stablecoin/cZ3E5NiRIXb">PayPal Eyes 70-Country PYUSD Expansion With Rewards For Its Stablecoin, Despite CLARITY Act Limbo</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Strategy executive chairman and co-founder Michael Saylor speaks at the Bitcoin 2021 Convention at the Mana Convention Center in Wynwood on June 04, 2021 in Miami, Florida. (Photo by Joe Raedle/Getty Images)

Michael Saylor Touts MSTR’s $1.6 Billion Bitcoin Gain – But It Masks Paper Loss Of Over $1B

In a post on X, Strategy executive chairman Michael Saylor shared that MSTR’s Bitcoin holdings have clocked a gain of over $1.6 billion so far this year. 

<ul class="summary-bullets"><li>Saylor dismissed concerns that a fall in Bitcoin prices would raise credit risks for Strategy, stating that the company will refinance the debt if Bitcoin falls by 90% over the next four years.</li><li>The Strategy co-founder added that he expects the company to continue buying Bitcoin every quarter.</li><li>The company’s current Bitcoin holdings stand at 714,644, with an average purchase price of $76,056, bringing the total acquisition cost to $54.35 billion.</li></ul>Strategy Inc. (MSTR) co-founder and Executive Chairman Michael Saylor reportedly played down Bitcoin's volatility on Tuesday.“Volatility is the bug, but the volatility is the feature, and we believe that digital capital, because it’s so much more performant, is the base for an entirely new financial instrument that we call digital credit,” Saylor said during an interview with CNBC.The Strategy co-founder also called Bitcoin ‘digital capital,’ and said that it can be up to two to four times as volatile as traditional capital, such as gold, equities, or real estate. However, he said Bitcoin has been two to four times as performant as those other assets.<a href="https://stocktwits.com/symbol/MSTR">Strategy shares</a> were down by more than 1% in Tuesday morning’s trade. Retail sentiment around the company trended in the ‘neutral’ territory at the time of writing.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin prices</a> were hovering around $69,242 at the time of writing, up 0.5% over the last 24 hours.<h2 class="st-heading-2">Saylor Plans To Further Accumulate Bitcoin</h2>Saylor dismissed concerns that a fall in Bitcoin prices would raise credit risks for Strategy, stating that the company will refinance the debt if Bitcoin falls by 90% over the next four years. “We’ll just roll it forward,” he said during the interview.The Strategy co-founder added that he expects the company to continue buying Bitcoin every quarter.Strategy’s current Bitcoin holdings stand at 714,644. At an average purchase price of $76,056, the company’s total BTC acquisition cost stands at $54.35 billion.<h2 class="st-heading-2">Siegel On Recent Bitcoin Drawdown</h2>Jeremy Siegel, professor emeritus of finance at the University of Pennsylvania’s Wharton School of Business, believes the recent drawdown in Bitcoin prices was substantial.He pointed to the wealth effect of the decline in Bitcoin prices, noting that it created cross-selling pressure that likely contributed to volatility in other momentum trades.“What is undeniable is the wealth effect: with several trillion dollars of wealth in crypto, a 30–40% drawdown inevitably spills over into broader risk assets through margin calls and portfolio realignments,” he said.<a href="https://stocktwits.com/symbol/NKTR">MSTR stock</a> is down 9% year-to-date, while&nbsp;<a href="https://stocktwits.com/coins/bitcoin">BTC</a> is down 21%.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nktr-stock-soars-after-nektar-reports-positive-atopic-dermatitis-trial-results/cZbUEkGR4Yt">NKTR Stock Soars After Nektar Reports Positive Atopic Dermatitis Trial Results</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Michael Saylor speaks on stage during Bitcoin Conference 2023 at Miami Beach Convention Center on May 19, 2023 in Miami Beach, Florida. (Photo by Jason Koerner/Getty Images for Bitcoin Magazine)

Michael Saylor Calls Bitcoin Volatility Both A Bug And A Feature, Touts It As ‘Digital Capital’: Report 

The Strategy co-founder called Bitcoin ‘digital capital’, and said that it can be up to two to four times as volatile as traditional capital, such as gold, equities, or real estate.

Is it Time to Tap MicroStrategy ETFs Amid Bitcoin Surge?

MicroStrategy stock gets a price target boost as its Bitcoin stash tops $70B. ETFs with high MSTR exposure are in focus. Tap ETFs like CRPT, BCOR and others.

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T-Rex 2X Long MSTR Daily Target ETF

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MSTUT-Rex 2X Long MSTR Daily Target ETF