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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

A quarterly earnings beat, raised outlook and record AI-compute backlogalongside managements emphasis on customer prepayments and contract-backed financingsparked an after-hours rebound and widespread short-squeeze chatter. Bulls see strong demand and improved financing prospects, while skeptics remain concerned about heavy debt, interest costs, capital spending and the path to sustained cash flow.

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

Nvidias selloff is centered on governance and national-security concerns surrounding CEO Jensen Huangs relationship with a customer suspected of ties to Chinese intelligence, with traders debating whether the investigation and China chip-export questions could threaten his leadership or the business. Others see the drop as an overreaction and are buying the dip, while looking to the upcoming earnings report for a business-focused counterpoint.

Autonomi (ANT) is a cryptocurrency launched in 2025and operates on the Arbitrum platform. Autonomi has a current supply of 1,200,000,000 with 346,011,579 in circulation. The last known price of Autonomi is 0.03102024 USD and is up 12.83 over the last 24 hours. It is currently trading on 15 active market(s) with $148,822.58 traded over the last 24 hours. More information can be found at https://autonomi.com.

Aragon

Attention is heavily muddied by Anthropic IPO chatter mistakenly tagged to Aragons ANT token. The Aragon-specific discussion centers on the projects dissolution and completed token-redemption initiative, with holders unsure about conversion or exchange availability; other posts are mostly speculative trading reactions.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists Q3 results and conference call are driving attention, with traders debating the shift to recurring Samsung and Micron licensing revenue and the stronger balance sheet against an apparent estimates miss caused partly by amortizing Samsungs upfront fee over the agreement term. Bullish traders point to higher expected Q4 revenue, while skeptics cite lower product sales and the lack of a confirmed SK Hynix deal or Nasdaq uplisting.

NextNav, Inc. engages in development of positioning, navigation, and timing solutions. Its products include NextNav Pinnacle, NextNav 3D, and NextNav TerraPoiNT. The company was founded by Ganesh Pattabiraman and Arun Raghupathy in May 2021 and is headquartered in Reston, VA.

NextNav Inc

NextNavs Q3 earnings report and conference call are driving immediate discussion, with traders noting an EPS beat but reacting to the share-price decline and debating whether the call offered meaningful progress. Many see the pending FCC rulemaking on the companys spectrum as the more important catalyst, while the bullish SpaceX-related thesis remains speculative and others point to regulatory delays and downside risk.

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.

INFQ is drawing attention ahead of its quarterly report, with traders looking for revenue, guidance and commercialization updates that could set it apart from other quantum companies. Optimism about its products and technical progress is countered by concerns over weak price action and volatility alongside the broader quantum and tech sectors.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zetas strong quarterly earnings beat and raised guidance have driven attention, with traders citing accelerating growth, improving profitability and analyst upgrades as support for the rally. The reaction is split between bulls expecting momentum to continue and skeptics focused on volatile post-earnings trading and resistance near recent levels.

Cameco Corp. engages in the provision of uranium. It operates through the following segments: Uranium and Fuel Services. The Uranium segment is involved in the exploration for, mining, milling, purchase, and sale of uranium concentrate. The Fuel Services segment deals with the refining, conversion, and fabrication of uranium concentrate and the purchase and sale of conversion services. The company was founded in 1988 and is headquartered in Saskatoon, Canada.

Cameco Corp.

Camecos weaker-than-expected quarterly update and narrowed production outlook, amid Cigar Lake operating setbacks, are driving a sharp selloff and bearish discussion about further downside. Some traders see the decline as an opportunity, arguing that firm uranium-market fundamentals and longer-term nuclear demand remain intact.

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 was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Labs quarterly resultsstrong revenue and backlog growth but a wider-than-expected loss and Neutrons first launch pushed to 2027are driving the discussion. Traders are split between viewing the demand and backlog as evidence of growth and worrying about execution delays, ongoing losses, and dilution; shares have rebounded after the initial post-earnings selloff.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Anthropics new Claude workplace tools, including a spreadsheet product positioned against Excel, have raised concerns that Microsofts Office and Copilot franchises face stronger competition. Traders debate whether the threat is material or overstated given Microsofts entrenched enterprise ecosystem.

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Michael Saylor Says Bitcoin Needs Just 3.3% Annual Growth To Fund Strategy's STRC Dividends 'Indefinitely'

Equity

The company has a 2.2-year total liquidity buffer for expected preferred stock dividends and interest, with its USD Reserve covering about 17.4 months of obligations.

VanEck's Sigel Says Strategy Is Now ‘A Hedge Fund’ As Company Adopts Framework Allowing Bitcoin Sales

MSTR closed up over 8% Friday, with retail sentiment on Stocktwits in the 'extremely bullish' zone.

MSTR Draws Multiple Price Target Cuts – But Wall Street Analysts Are Not Abandoning The Bitcoin Bull Case 

Canaccord lowered its target to $130 from $163, but said recent balance-sheet actions have improved Strategy's ability to navigate a tougher market environment.

Roundhill ETF Trust - Roundhill MSTR WeeklyPay ETF

Bearish Sentiment

<ul class="summary-bullets"><li>Michael Saylor stated that Bitcoin needs to appreciate at an annualized rate of 3.3% for capital gains to fund dividends on Strategy's Variable Rate Series A Perpetual Stretch Preferred Stock indefinitely.</li><li>Strategy’s chart showed that with a 0% return, Bitcoin gains could cover dividends for 31 years, while a 3.3% return marks the breakeven point for perpetual dividend funding.</li><li>This comes as Strategy sold 3,588 Bitcoin for approximately $216 million, the largest sale in its history, to fund dividends and bolster its cash reserves.</li></ul>Strategy (MSTR) Executive Chairman Michael Saylor defended the economics behind the company's newest preferred stock on Tuesday, saying Bitcoin (BTC) only needs to appreciate at an annualized rate of 3.3% for capital gains on Strategy's holdings to fund dividends on its Variable Rate Series A Perpetual Stretch Preferred Stock (STRC) indefinitely under the company's current capital structure. The explanation comes a day after Strategy disclosed its largest-ever Bitcoin sale to help fund preferred dividends and strengthen its cash reserves."One of the most misunderstood $MSTR metrics is BTC Breakeven ARR," Saylor said Tuesday&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/saylor/status/2074565734651277735?s=20">on X</a>. He added that once "BTC appreciates faster than 3.3% over time," capital gains "can fund $STRC dividends indefinitely."<figure class="image"><a class="st-link-external" href="https://x.com/saylor/status/2074565734651277735" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_07_08_at_5_28_04_AM_png_bebba3cac7.webp" alt="Screenshot 2026-07-08 at 5.28.04 AM.png" width="1318" height="1300"></a><figcaption>Source: @@saylor/x</figcaption></figure>Strategy's official account shared a chart showing Bitcoin's annualized rate of return versus years of dividend coverage, and noted that Bitcoin capital gains fund STRC credit dividends. Saylor’s comment explained the post.&nbsp;<h2 class="st-heading-2">The Math Behind Breakeven ARR</h2>The chart showed that with a 0% annualized rate of return for Bitcoin, existing Bitcoin gains would cover STRC dividends for 31 years. Once Bitcoin’s annualized return reaches 3.3%, the point labeled ‘BTC Breakeven ARR’, capital gains alone will be sufficient to pay the dividend in perpetuity, if Strategy’s capital structure remains unchanged. However, the chart stated that it was not meant to be taken as an investment in MSTR or other securities, and that results "may vary materially."<h2 class="st-heading-2">Strategy’s Total Liquidity Buffer Stands At 2.2 Years</h2>Strategy has been selling BTC to fund its Stretch dividends. The firm announced in an 8-K filing with the Securities and Exchange Commission (SEC) on Monday that it sold 3,588 Bitcoin for approximately $216 million, the largest one-time Bitcoin sale in the company’s history.&nbsp;The transaction was conducted at an average price of approximately $60,200 per coin, significantly lower than Strategy’s average acquisition cost of $75,476, according to the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.strategy.com/press/strategy-sells-3-588-btc-to-fund-digital-credit-dividends-now-holds-843-775-and-2-55b">filing</a>. The proceeds were used to pay quarterly dividends on the company's Digital Credit preferred securities and to top up its cash reserve of $2.55 billion, the filing showed.Strategy has been aggressively buying Bitcoin since 2020, using equity and debt instruments to finance the purchases. Some of those obligations are maturing, and the company has decided to draw on part of its reserves.As of early July 2026, Strategy has a total liquidity buffer equal to approximately 2.2 years of current annual expected preferred stock dividend payments and interest expense. The company’s standalone USD Reserve alone is sufficient to cover around 17.4 months’ worth of these obligations.<a href="https://stocktwits.com/symbol/MSTR">MSTR’s price</a> closed down over ​​3% on Tuesday. The stock was also down over 3% in pre-market trading. On Stocktwits, retail sentiment around MSTR dropped to ‘bullish’ from the ‘extremely bullish’ zone over the past day. Chatter around it also dropped to ‘low’ from ‘normal’ levels.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/wulf-stock-price-target-wall-street-anthropic-lease/cZmlNkHR7Zd">WULF Stock Drops Despite Price Target Hikes From Wall Street On $19B Anthropic Lease</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

 Michael J. Saylor attends Consensus Miami 2026 at Miami Beach Convention Center on May 06, 2026 in Miami Beach, Florida. (Photo by Romain Maurice/Getty Images)

Strategy (MSTR) Executive Chairman Michael Saylor defended the economics behind the company's newest preferred stock on Tuesday, saying Bitcoin (BTC) only needs to appreciate at an annualized rate of 3.3% for capital gains on Strategy's holdings to fund d

Can Bitcoin Pay Strategy’s STRC Preferred Dividends Forever? Saylor Says This Is The Magic Number

Strategy

Roundhill MSTR WeeklyPay ETF

YieldMax MSTR Option Income Strategy ETF

Strategy Inc Variable Rate Series A Perpetual Stretch Preferred

Yes, by year-end

Yes, but not this year

No, he stays as CEO

He steps down on his own

Do you think Jensen Huang will be removed as Nvidia’s ($NVDA) CEO?

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