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Digi Power X, Inc. is a block chain technology company, which engages in crypto currency mining. It focuses on validation through mining, hosting solutions, and blockchain software solutions. It operates through the following segments: Cryptocurrency Mining, Sales of Energy and Electricity, and Colocation Services. The company was founded on February 18, 2017, and is headquartered in Miami, FL.

Digi Power X Inc. - Ordinary Shares (Sub voting)

Digi Power X ($DGXX) is trending as investors rally around its major colocation agreement with Cerebras Systems, viewing it as a critical infrastructure proxy ahead of the upcoming high-profile IPO. The community is actively discussing the stock's transition to an AI-focused data center play and debating the impact of its at-the-market (ATM) equity program as institutional interest grows.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

ImmunityBio is trending as shareholders anticipate potential FDA developments following reports of leadership turmoil at the agency and increased institutional positioning from major firms like Vanguard. The community is actively discussing the stock's significant short interest and potential catalysts, including global expansion and the anticipated filing decision for Anktiva's label expansion.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna is experiencing heightened volatility and increased trading volume as the community reacts to emerging details about an early-stage hantavirus vaccine program. Investors are actively debating the stock's future, balancing potential pandemic-driven upside against broader biotech sector rotations and upcoming clinical data presentations.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is experiencing an intense rally fueled by structural memory shortages and sustained demand for AI infrastructure, leading to widespread community debate over whether the stock is undergoing a long-term rerating or forming a speculative bubble. Investors are actively discussing the impact of supply bottlenecks, potential production strikes, and the company's role as a critical component supplier in the growing AI hardware ecosystem.

Destiny Tech100, Inc. operates as a non-diversified, closed-end management investment company. The company was founded on November 18, 2020 and is headquartered in Austin, TX.

Destiny Tech100 Inc

DESTINY TECH 100 INC

DXYZ is seeing increased investor activity driven by anticipation of upcoming SpaceX and Anthropic IPOs, as the fund provides a rare opportunity for retail exposure to these private tech unicorns. While the community is actively debating the fund's valuation premium relative to its net asset value, bullish sentiment remains centered on the massive potential of its portfolio holdings as market participants look for long-term growth before the highly anticipated public listings.

Babcock & Wilcox Enterprises, Inc. engages in the provision of fossil and renewable power generation and environmental equipment. It operates through the B&W segment. The company was founded by George H. Babcock, Stephen Wilcox, Jr., and Joseph P. Manton in 1856 and is headquartered in Akron, OH.

Babcock & Wilcox Enterprises Inc

Babcock & Wilcox Enterprises is facing high volatility as investors weigh solid earnings results and a multi-billion dollar pipeline against short-seller reports challenging its flagship AI power contracts. While the community is actively debating the legitimacy of these short-seller claims and the potential for a recovery, bulls are focused on the company's expanding project backlog and management's ongoing strategic growth in the data center energy sector.

Barrick Mining Corp. engages in the production and sale of gold, copper, and related activities. It also provides exploration and mining development. It operates through the following business segments: Carlin, Cortez, Turquoise Ridge, Pueblo Viejo, Loulo-Gounkoto, Kibali, Veladero, North Mara, Bulyanhulu, and Other Mines. The company was founded by Peter D. Munk in 1983 and is headquartered in Toronto, Canada.

Barrick Mining Corp.

Barrick Mining Corp

Barrick Mining is trending as investors pivot toward its upcoming earnings report and the proposed IPO of its North American gold assets, aiming to unlock significant shareholder value. Community discussions are heavily focused on the company's strong dividend growth, record gold price environments, and the strategic importance of its massive Reko Diq copper-gold project.

Rackspace Technology, Inc. engages in the provision of end-to-end multi-cloud technology services. The firm designs, builds and operates its customers’ cloud environments across technology platforms. It operates through the following segments: Multicloud Services and Apps & Cross Platform. The Multicloud Services segment includes public and private cloud managed services offerings, as well as professional services related to designing and building multicloud solutions and cloud-native applications. The Apps & Cross Platform segment includes managed applications, managed security and data services, as well as professional services related to designing and implementing application, security and data services. The company was founded on July 21, 2016 and is headquartered in San Antonio, TX.

Rackspace Technology Inc

Rackspace Technology is trending as retail investors aggressively chase momentum following positive earnings and an AI infrastructure MOU with AMD, sparking heavy speculation about a potential gamma squeeze. The community is sharply divided between bullish traders betting on a turnaround and re-rating, and skeptical bears warning of heavy debt loads and imminent share dilution.

Red Cat Holdings, Inc. provides products, services and solutions to the drone industry. It also engages in the provision of distributed data storage, analytics and services for the drone industry.The firm product include Dronebox, which is a blockchain technology that records, stores and analyzes flight data and information from a drone. It operates through the Enterprise Segment. The Enterprise Segment will focus on developing a hardware enabled software platform of services and solutions to government and commercial enterprises and the military. The company was founded by Jeffrey M. Thompson in February 1984 and is headquartered in San Juan, Puerto Rico.

Red Cat Holdings Inc

Red Cat Holdings is trending following the announcement of a contract to deliver Black Widow drone systems to the Japan Ministry of Defense, a development investors are closely monitoring as they look for signs of scalable revenue. Community sentiment remains split between optimism over defense-sector partnerships and skepticism regarding management's ability to consistently deliver on financial projections and contract timelines.

Sui s a Layer 1 blockchain developed by Mysten Labs, a team founded by former lead engineers from Meta’s blockchain research division. It is designed for global adoption by providing a secure, high-speed environment for digital asset ownership and removing technical barriers for Web3 applications. The platform utilizes the Move programming language to create a safe framework and supports horizontal scaling to keep fees stable and speeds high as the network grows. Significant institutional support comes from major venture capital firms including Andreessen Horowitz, Coinbase Ventures, Circle Ventures, and YZi Labs.  The system functions by organizing data into independent objects rather than a single ledger of accounts. This object-centric data model enables parallel execution, allowing the network to process many transactions simultaneously instead of waiting for one to finish before starting the next. This architecture is built for rapid transaction finalization to ensure near-instant results. To maintain long-term stability, the network collects fees into a storage fund that rewards validators for keeping data on the network indefinitely.  Sui offers several advanced tools including zkLogin for easier account access and sponsored transactions that allow users to interact with apps without managing complex wallets or immediate fees. Developers can also create tailored object types that work across the entire network, which encourages innovation and deep composability. These features are designed to create a more user-friendly experience for interacting with decentralized applications and digital games.  The SUI token is central to the ecosystem, serving as the primary asset for transaction fees and on-chain utility within decentralized exchanges and lending platforms. Users participate in a proof-of-stake mechanism by locking their tokens to support validators and secure the blockchain in exchange for rewards. Additionally, token holders have a role in governance, allowing them to participate in voting on network rules and future protocol upgrades. Value moves through the system through these staking rewards and transaction fees to ensure the platform scales sustainably

SUI is experiencing significant volatility and high trading volume as investors debate whether the current price action represents a buying opportunity or a deeper correction. The community is actively discussing its long-term potential, with some traders framing it as a rival to established layer-1 blockchains while others remain cautious due to recent price swings and network performance concerns.

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Alphabet Could Overtake Nvidia As World's Largest Company As AI, Cloud And Gemini Fuel Growth

Alphabet's AI-driven growth across search, cloud, Gemini and Anthropic investments is narrowing its valuation gap with Nvidia.read more...

Tech stocks today: AI chipmaker Cerebras to stage blockbuster IPO, Nvidia's Jensen Huang goes to China

Tech stocks today: AI chipmaker Cerebras to stage blockbuster IPO, Nvidia's Jensen Huang goes to China...

Performance Comparison: NVIDIA And Competitors In Semiconductors & Semiconductor Equipment Industry

This AI Stock Is Crushing Nvidia in 2026. It's Still a Buy After Soaring 240% This Year, According to Wall Street.

This AI Stock Is Crushing Nvidia in 2026. It's Still a Buy After Soaring 240% This Year, According to Wall Street...

<ul class="summary-bullets"><li>IREN stock dropped over 2% in Monday’s premarket session.</li><li>Iren’s Nvidia tie-up overshadowed a significant revenue shortfall and widening losses, partly due to a recent decline in the Bitcoin price.</li><li>Stocktwits sentiment for IREN was ‘extremely bullish’ on Monday.</li></ul>IREN Ltd.￼ shares fell 2.3% in early premarket on Monday after Friday’s sharp rally, marking a brief pause in what has otherwise been a stellar run for the stock. Still, retail sentiment remained “extremely bullish.”Shares had gained 7.7% on Friday after the company released its third-quarter earnings and disclosed an investment by AI chip giant Nvidia.&nbsp;The Bitcoin-miner-turned-data-center operator said Nvidia purchased warrants to invest up to $2.1 billion in the company as part of a deal in which IREN purchased Nvidia’s AI servers and offered it cloud capacity for rent. Nvidia will spend up to $3.4 billion over the next five years on cloud services from IREN.The tie-up overshadowed a significant revenue shortfall and widening losses, partly due to a recent decline in the Bitcoin price, which raised concerns among traders.<a href="https://stocktwits.com/symbol/IREN">IREN shares</a> gained 34% last week, and have roughly doubled in the 30 days.<h2 class="st-heading-2">Retail View On IREN Very Bullish</h2>On Stocktwits, the retail sentiment for IREN has been climbing in the last two weeks and was ‘extremely bullish’ on Monday. “Iren is clearly in a much stronger position now than when it was at $76 ATH (all-time high), buy all the dips, accumulate,” a trader&nbsp;<a href="https://stocktwits.com/Lucy888/message/652900797">advised</a>.&nbsp;Some investors&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/cretefreak2/message/652893140">questioned</a> the dip, but the broader view leaned towards accumulating the stock.<h2 class="st-heading-2">IREN Q3 Results Recap</h2>Iren reported $144.8 million in revenue for its fiscal third quarter, falling short of Wall Street's estimate of $220.2 million and below the $184.7 million in Q2.&nbsp;The company's net loss of $247.8 million also deepened from the previous quarter's $155.4 million. Wall Street analysts were expecting $52.9 million in losses.Iren also announced the acquisition of Spain-based Ingenostrum on Thursday, adding 490 megawatts of power in Spain. This brings IREN's total power portfolio to 5 gigawatts.The Nvidia deal comes after IREN inked a $9.7 billion cloud deal with Microsoft last November. For the AI chip giant, it is only the latest investment-and-commercial partnership deal, similar to those it has struck with CoreWeave, Nebius and others.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the IREN Limited logo is seen displayed on a smartphone screen. 

Why Is IREN Stock Down In Premarket Today?

The Bitcoin-miner-turned-data-center operator said last week that Nvidia purchased warrants to invest up to $2.1 billion in the company.

Equity

The Bitcoin-miner-turned-data-center operator said last week that Nvidia purchased warrants to invest up to $2.1 billion in the company.


A BrAIve New World For High Yield

A BrAIve New World For High Yield Authored by Luke Coha via BondVigilantes.com, As the world grapples with how AI will shape and change our lives going forward from the mundane, like automated homes...

Palantir Just Showed Why Nvidia Stock Can Plunge on May 21

Key PointsGraphics processing unit (GPU) goliath Nvidia is set to report its fiscal first-quarter operating results after the closing bell on May 20...

Nvidia Rival Cerebras Systems Eyes IPO Price Hike To $150 $160 Per Share As Investor Frenzy Over AI Chipmaker Intensifies: Report

Cerebras Systems is reportedly hiking its IPO price range to $150 $160 per share as investor demand for the Nvidia rival surges.read more...

Nvidia CEO Jensen Huang Receives Carnegie Mellon Honorary Doctorate, Says 'No Generation Has Entered The World With More Powerful Tools'

Jensen Huang received an honorary doctorate from Carnegie Mellon and said graduates are entering a historic AI era.read more...

<ul class="summary-bullets"><li>Investors now see Nvidia more as&nbsp;a core AI infrastructure player than a chipmaker.&nbsp;</li><li>Micron’s HBM4 supply is fully booked through 2026, and a new 245TB storage drive boosts efficiency in AI data centers.&nbsp;</li><li>Qualcomm rose on optimism about AI moving into phones and PCs, not just cloud data centers.&nbsp;</li></ul>Nvidia (NVDA), Micron Technology (MU), and Qualcomm (QCOM) all hit 52-week highs on Friday, showing that investors are jointly rethinking and raising the value of major semiconductor companies.&nbsp;The move reflected a decisive shift in sentiment around artificial intelligence infrastructure, with investors increasingly focused on the scale and durability of global compute demand rather than early-stage AI speculation.<h2 class="st-heading-2">NVDA Leads The Charge In AI Infrastructure Shift</h2>Nvidia reached a new 52-week high of $217.80, pushing its valuation past $5.23 trillion. The company’s rally was fueled by rising expectations around its next-generation Vera Rubin computing platform, which is designed to support advanced AI systems capable of autonomous, multi-step task execution.Market participants are now viewing Nvidia less as a traditional chipmaker and more as a foundational provider of global AI infrastructure. Nvidia has invested more than $40 billion in company stakes this year, spreading its money across different parts of the AI industry. This includes about $30 billion in OpenAI and smaller investments in firms like Corning, IREN, and Marvell. The strategy shows Nvidia is building influence across the full AI system.<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> closed Friday over 1% higher. On Stocktwits, retail sentiment around the stock remained in ‘extremely bullish’ territory.&nbsp;<h2 class="st-heading-2">MU Rides The Memory Momentum&nbsp;</h2>On Friday,&nbsp;<a href="https://stocktwits.com/symbol/MU">Micron stock</a> jumped 15.4%, lifting its market value above $842 billion. The company’s rally was powered by strong demand across its high-bandwidth memory segment and next-generation storage products.&nbsp;Investors reacted positively to confirmation that Micron’s advanced HBM4 supply is already fully allocated through 2026.At the same time, the company’s new 245TB 6600 ION solid-state drive added another growth catalyst. The product is designed to increase storage efficiency in AI data centers, allowing operators to expand capacity without increases in power usage or physical infrastructure.<h2 class="st-heading-2">QCOM’s Edge Computing Demand Drive Gains</h2><a href="https://stocktwits.com/symbol/QCOM">Qualcomm stock</a> joined the rally as optimism grew beyond data centers into everyday devices. Its growth in AI-powered PCs and mid-range phones shows AI is moving closer to users, not just the cloud.&nbsp;On Friday, Daiwa analyst Louis Miscioscia upgraded Qualcomm to ‘Outperform’ from ‘Neutral’ and raised his price target to $225 from $140. Miscioscia said that the adjustment followed a reassessment of Qualcomm’s long-term opportunity, particularly as its exposure to data-center AI processors is beginning to attract more investor focus despite mixed quarterly results.Qualcomm stock ended Friday over 8% higher. Retail sentiment around the stock remained in ‘bullish’ territory.&nbsp;So far this year, MU stock has surged by over 161%, while NVDA and QCOM have gained 15% and 28%, respectively.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/game-stop-s-e-bay-bid-ryan-cohen-slams-sliding-metrics-michael-burry-worries-more-about-debt-burden/cZX9Ym0ReWe">GameStop's eBay Bid: Ryan Cohen Slams Sliding Metrics — Michael Burry Worries More About Debt Burden</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A close-up of a printed circuit board is seen with the Nvidia logo displayed on a screen in the background. (Photo by Nikos Pekiaridis/NurPhoto via Getty Images)

NVDA, MU, QCOM Stocks Hit 52-Week Highs Last Week: What's Behind The Surge? 

Nvidia (NVDA), Micron Technology (MU), and Qualcomm (QCOM) all hit 52-week highs on Friday, showing that investors are jointly rethinking and raising the value of major semiconductor companies. 

The rally reflects confidence in growth in AI infrastructure, memory, and edge computing.  


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.

Up > 1%

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Down > 1%

Where does the $SPY finish next week vs. Friday’s close?

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Investors are closely tracking how $40B+ in strategic ecosystem investments and ecosystem 'stitching' are turning a chip manufacturer into an AI infrastructure powerhouse.

With major reports approaching, traders are intensely debating if extreme technical overextension and macroeconomic fears will lead to a pullback or a new explosive leg higher.

Sharp disagreement persists among traders comparing the current AI rally to the Dot-Com era, with concerns centered on circular investment loops and unsustainable valuations.

Emerging partnerships with non-traditional companies like IREN and Corning are being scrutinized as proof that the compute demand has transcended silicon to include full power-rail control.

Growing rumors regarding potential design and spec issues for the next-gen Rubin platform are fueling speculation that rival chips might gain significant competitive ground.

Fiscal Period	Estimated	Reported	Surprise	Result
Q1 '26	$1.74	--	--	N/A
Q4 '25	$1.54	$1.62	5.54%	BEAT
Q3 '25	$1.26	$1.30	3.52%	BEAT
Q2 '25	$1.01	$1.05	4.12%	BEAT
Q1 '25	$0.73	$0.81	10.27%	BEAT

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