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Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is currently experiencing high volatility driven by geopolitical tensions in the Middle East and market speculation regarding a high-stakes presidential address. Community discourse remains deeply polarized, with traders debating whether the asset will break through resistance levels or succumb to a broader market sell-off.

SPDR S&P 500 ETF TRUST - Units of undivided interest in SPDR Trust Series 1

The market is experiencing significant volatility as investors digest a contentious presidential address regarding ongoing geopolitical tensions in the Middle East, leading to conflicting reactions from bulls hoping for stability and bears anticipating further downside. Community discourse is currently dominated by intense frustration over market manipulation, with active debate centered on whether the recent price swings are driven by genuine geopolitical threats or tactical, news-driven trading patterns.

AleAnna, Inc. operates as a technology-driven energy company, which engages in supplying low-carbon natural gas and renewable natural gas to Italy. The company was founded in 2007 and is headquartered in Dallas, TX.

AleAnna Inc. - Ordinary Shares - Class A

AleAnna Inc. is surging due to significant short-squeeze dynamics, an extremely high cost-to-borrow, and a robust quarterly revenue growth announcement. Investors are actively debating the stock's role as a natural gas provider amidst broader energy sector volatility and ongoing geopolitical tensions in the Middle East.

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 trending as a centerpiece of the AI infrastructure boom, with the community actively debating whether recent record-breaking backlog growth and strategic investments confirm a durable competitive moat or unsustainable valuation peaks. Investors are closely monitoring how the company navigates global export policy shifts and geopolitical volatility, with many traders looking for price confirmation near key technical levels while weighing long-term structural demand against macro-economic risks.

Globalstar, Inc. engages in the provision of mobile satellite services. It offers voice and data communications services to the following markets: recreation and personal, government, public safety and disaster relief, oil and gas, maritime and fishing, natural resources, mining, and forestry, construction, utilities, and transportation. The company was founded in November 2003 and is headquartered in Covington, LA.

Globalstar Inc.

Globalstar is trending following reports that Amazon is in advanced talks to acquire the company, fueling speculation of a potential bidding war with SpaceX to secure critical L-band and S-band spectrum for satellite-to-device connectivity. The community is actively debating the valuation, the strategic role of Apple's existing partnership, and the broader implications for the satellite internet race.

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 Lab is currently surging on high momentum as market speculation around a major SpaceX IPO acts as a powerful catalyst for the entire aerospace sector. Investors are actively debating whether this sector-wide rally will lead to a sustained breakout for Rocket Lab or if the hype cycle will ultimately result in a liquidity shift toward newer public offerings.

Applied Digital Corporation

Applied Digital is currently navigating extreme volatility, with investors reacting to broader geopolitical concerns, including the ongoing conflict in Iran, while closely monitoring key upcoming deadlines for hyperscaler lease announcements. Despite significant price fluctuations and community debate over the impact of macro factors, sentiment remains split between long-term confidence in the company's AI infrastructure trajectory and short-term anxiety regarding potential debt and tenant reliability.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines is trending as investors aggressively position for the upcoming Artemis II mission and broader anticipation of a potential SpaceX IPO. While the stock has faced recent volatility from institutional selling registrations, the community remains intensely focused on the company's role in lunar infrastructure and its status as a key play in the evolving space economy.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is facing intense community volatility and selling pressure as investors grapple with concerns over potential share dilution and the stock's failure to keep pace with Bitcoin's price movements. Sentiment remains sharply divided between bearish traders betting on further downside and long-term believers who are viewing the recent price compression as a strategic opportunity to build positions.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius Group is facing intense volatility as the market reacts to shifting geopolitical tensions and concerns over AI infrastructure supply chains, leading to a disconnect between the company's recent massive deals with industry leaders and its recent price action. While some investors are treating the pullback as a long-term accumulation opportunity for a structural growth play, others are expressing frustration with the stock's sensitivity to macro news and the aggressive selling pressure currently dominating the sector.

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<ul class="summary-bullets"><li>Despite the selloff, retail users on Stocktwits remained ‘extremely bullish’ on the stock, citing earnings power and strong valuations.&nbsp;</li><li>Earlier this month, Micron faced a steep decline in share prices following a report from Google on new compression technology, TurboQuant, which is touted to reduce memory usage considerably.</li><li>Separately, U.S. President Donald Trump has also called Micron one of the “hottest” companies in the market.</li></ul>Shares of Micron Technology Inc. (MU) slipped more than 8% on Monday, the steepest slide since early February, amid a broader market selloff.The stock garnered significant retail attention on Stocktwits, with message volumes climbing more than 110% in the past 24 hours and in the ‘high’ territory, as per data from the platform on Monday.Despite the selloff, retail users on Stocktwits remained ‘extremely bullish’ on the stock, citing earnings power and strong valuations.<h2 class="st-heading-2">What Is Retail Saying?</h2>One bullish user noted that Micron’s forward price to earnings ratio was at 3.9, adding that the company’s shares were currently in a bargain territory.<stembedurl>https://stocktwits.com/optioned/message/648923291</stembedurl>&nbsp;Another user attributed the “brutal selloff” to the war in the Middle East and its broader impact on the market. The user added that they believe a turn in market sentiments would send the stock’s price soaring again.<stembedurl>https://stocktwits.com/gabbs/message/648953613</stembedurl>&nbsp;A third user said that while the company had reversed most of its year-to-date gains, it still seemed like a good ‘buy’.<stembedurl>https://stocktwits.com/MegaMoney21/message/648947324</stembedurl><h2 class="st-heading-2">&nbsp;</h2><h2 class="st-heading-2">Memory Concerns, Earnings Results</h2>Earlier this month, Micron faced a steep decline in share prices following a report from Google on new compression technology, TurboQuant, which is touted to reduce memory usage considerably, as well as speed up AI models, stoking concerns for memory demand.However, the company posted <a href="https://stocktwits.com/news-articles/markets/equity/micron-stock-dips-despite-blowout-q2-results/cZ37q2wRIW9">blowout quarterly results</a> on March 18, with revenue nearly tripling to $23.86 billion and earnings beating consensus estimates by a fair margin. The memory-chip maker also forecast revenue of about $33.5 billion, plus or minus $750 million versus street expectations of $22.48 billion, for the upcoming quarter.Separately, U.S. President <a href="https://stocktwits.com/news-articles/markets/equity/micron-stock-extends-slide-despite-hottest-company-nod-from-trump/cZ3uzd4RIlt">Donald Trump has also called Micron</a> one of the “hottest” companies in the market.<a href="https://stocktwits.com/symbol/MU">Micron shares</a> are up more than 276% in one year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of Micron Technology, Inc. is displayed on a smartphone screen.

MU Stock Slides Most In Nearly 2 Months, Retail Suggests Buying The Dip

Micron Technology stock garnered significant retail attention on Stocktwits, with message volumes climbing more than 110% in the past 24 hours. 

Equity

Here's How Much $1000 Invested In VanEck Semiconductor ETF 10 Years Ago Would Be Worth Today

Notable ETF Outflow Detected - SMH, TSM, ASML, ADI

Looking today at week-over-week shares outstanding changes among the universe of ETFs covered at ETF Channel, one standout is the VanEck Semiconductor ETF (Symbol: SMH) where we have detected an approximate $690.5 million dollar outflow -- that's a 1.6% decrease week over week...

Iran War Chokes Helium Supply: Are US Semiconductor ETFs at Risk?

Iran's strike on Qatar slashes helium supply, raising fears of chip disruption but also hinting at semiconductor ETF buying opportunities.

Forget Iran War: Bet Big on Tech ETFs on Earnings Strength

Tech earnings strength and rising estimates signal resilience, making tech ETFs attractive despite weak sentiment and geopolitical concerns.

Time for NVIDIA-Heavy ETFs?

NVIDIA???s China chip approval, $1T order outlook, and strong growth forecasts spotlight NVDA as investors weigh the recent dip and ETF exposure.

<ul class="summary-bullets"><li>Barclays analyst Tom O’Malley sharply boosted his price target to $675 from $450.</li><li>Micron shares slipped as investors weighed concerns about the peak cycle.</li><li>Deutsche Bank dismissed those concerns as premature, emphasizing strong demand for DRAM and NAND.</li></ul>Micron Technology Inc. (MU) has seen a series of bullish analyst revisions following a standout second-quarter earnings report, even as investor sentiment remains cautious about the semiconductor cycle's durability.The memory chip-maker posted a second-quarter (Q2) revenue of $23.86 billion with an earnings per share (EPS) of $12.20, both surpassing the analysts’ consensus estimates of&nbsp;$19.18 billion and $8.66, respectively, according to Fiscal AI data.&nbsp;Micron expects its third-quarter (Q3) 2026 revenue to reach roughly $33.5 billion, with a possible variation of $750 million on either side. The company also projected EPS of about $19.15, with a margin of error of $0.40.<h2 class="st-heading-2">UBS Sees Long-Term Deals Driving Balance Sheet Growth</h2>UBS increased its price target to $510 from $475, citing continued earnings outperformance and improved guidance, according to TheFly.&nbsp;The new price target implies a potential upside of over 10% from Wednesday’s closing level. The firm highlighted expectations for gross margins exceeding 80% and noted that new long-term customer agreements could stabilize profitability over time.&nbsp;UBS also projected significant balance sheet strength, estimating that tangible book value per share could climb sharply alongside substantial cash accumulation.<a href="https://stocktwits.com/symbol/MU">Micron stock</a> traded over 5% lower in Thursday’s premarket. On Stocktwits, retail sentiment around the stock changed to ‘bullish’ from ‘extremely bullish’ territory the previous day amid ‘extremely high’ message volume levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_19_064455_png_d0c9c58afc.webp" alt="MU’s Sentiment Meter and Message Volume as of 06:30 p.m. ET on Mar. 19, 2026 | Source: Stocktwits" width="931" height="107"><figcaption>MU’s Sentiment Meter and Message Volume as of 06:30 p.m. ET on Mar. 19, 2026 | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Barclays Sees Structural Shift</h2>Analyst Tom O’Malley at Barclays sharply boosted his price target to $675 from $450. He pointed to revenue guidance far exceeding consensus forecasts and margin projections, signaling a structural change in the company’s earnings potential.&nbsp;Barclays now anticipates Micron could generate $100 in EPS in 2027, marking a major upward revision to prior assumptions.Despite the strong outlook, the stock pulled back following the earnings. Deutsche Bank acknowledged the market’s hesitation, attributing it to fears that the memory chip sector may be approaching its cyclical peak.&nbsp;However, the firm dismissed those concerns as premature, emphasizing that demand for DRAM and NAND technologies is expected to expand at rates exceeding historical trends.MU stock has gained over 61% year-to-date.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/alibaba-s-ai-business-ten-quarters-triple-digit-growth-so-why-are-investors-seeing-red/cZ3aLmORIWH">Alibaba’s AI Business Hits 10 Quarters Of Triple-Digit Growth – So Why Are Investors Seeing Red?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a smartphone held in a hand shows the logo of Micron Technology Inc. 

MU Stock Draws Cheer From Wall Street After Blowout Earnings – UBS’ New Target Implies Over 10% Potential Upside

UBS pointed to anticipated gross margins above 80% and said recently secured long-term customer contracts may help provide more consistent profitability going forward.

ETFs to Gain as NVIDIA Views $1 Trillion in Chip Orders by 2027

NVIDIA sees up to $1T in AI chip orders by 2027, boosting ETFs with heavy exposure as inference demand and new platforms fuel long-term growth.

<ul class="summary-bullets"><li>Huang said that Nvidia’s other offerings, from AI software solutions to data center products, will further contribute to revenue expansion.</li><li>JPMorgan said that the expanded sales potential&nbsp;implies at least $50 billion to $70 billion in additional&nbsp;data center revenue.</li><li>Citi described Huang’s keynote as “checking all the boxes,” emphasizing solid demand for inference workloads.</li></ul>Nvidia Corp (NVDA) CEO Jensen Huang on Tuesday reportedly highlighted the company’s massive revenue potential over the next two years, signaling strong growth across its product portfolio.&nbsp;In a CNBC interview, Huang emphasized that Nvidia already has a clear path to over $1 trillion in combined sales from its flagship Blackwell and Rubin GPU platforms, with more orders expected to come in before the end of 2027.<h2 class="st-heading-2">Strong Pipeline Drives Confidence</h2>Huang detailed that despite the forecast only covering Blackwell and Rubin, Nvidia’s other offerings, from AI software solutions to data center products, will further contribute to revenue expansion.<blockquote>“At this point, with another 21 more months to go for the end of 2027, we already have high confidence visibility of $1 trillion plus for just Blackwell and Rubin.”— Jensen Huang, President and CEO, Nvidia&nbsp;</blockquote><a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> inched 0.06% lower on Tuesday morning.&nbsp;On Stockwits, retail sentiment around the stock jumped to ‘bullish’ from ‘bearish’ territory the previous day. Message volume shifted to ‘normal’ from ‘low’ levels in 24 hours.<h2 class="st-heading-2">Wall Street Expresses Optimism&nbsp;</h2>Post Huang’s Keynote&nbsp;address at Nvidia GTC 2026,&nbsp;JPMorgan said that the expanded sales potential&nbsp;implies at least $50 billion to $70 billion in additional&nbsp;data center revenue beyond Wall Street expectations for 2026-2027.The firm noted that a huge portion of the keynote focused on boosting traditional enterprise workloads using CUDA-X libraries, signaling untapped growth in existing server and AI infrastructure.&nbsp;Citi termed Huang’s presentation as “checking all the boxes,” highlighting strong demand for inference workloads and projecting $1 trillion in data center sales from 2025 to 2027.While this aligns with expectations, Citi noted that additional upside exists, as the $1 trillion figure excludes sales of language processing units, standalone CPUs, and Hopper platforms.NVDA stock has gained over 52% in the last 12 months. The&nbsp;<a href="https://stocktwits.com/symbol/SMH">VanEck Semiconductor ETF</a> (SMH) tracking the 25 biggest semiconductor manufacturers edged 0.4% higher, with sentiment in ‘bearish’ territory. The&nbsp;<a href="https://stocktwits.com/symbol/IYW">iShares U.S. Technology ETF</a> (IYW) edged 0.5% higher.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ondas-expands-robotic-defense-future-with-indo-acquisition-retail-believes-stock-is-going-much-higher/cZ3EIHPRIXO">Ondas Expands Robotic Defense Future With INDO Acquisition: Retail Believes ‘Stock Is Going Much Higher’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Nvidia's CEO Jensen Huang speaks during a keynote address at Nvidia's GTC Conference.

Nvidia CEO Jensen Huang Says $1 Trillion In Blackwell And Rubin Sales Is Just A Baseline, There's More To Come: Report 

Huang said there are nearly two more years of additional orders and revenue from Nvidia’s broader product lineup still to come. 

<ul class="summary-bullets"><li>Huang said that the sales of Nvidia’s Blackwell chips and its next-generation Vera Rubin chips would boost revenue through 2027.&nbsp;</li><li>Nvidia is slated to launch Vera Rubin, the successor to its Grace Blackwell chips, later this year.</li><li>The founder said that the inference inflection had arrived in the market, now that AI was capable of doing productive work.</li></ul>Nvidia Corp. (NVDA) is expecting revenue of at least $1 trillion through 2027 as demand for artificial intelligence computing infrastructure accelerates.Founder and CEO Jensen Huang said in his keynote address at Nvidia GTC 2026 that the surge comes from a sharp increase in computing requirements as AI systems move from training to large-scale inference."The inflection, the inference inflection, has arrived,” Huang said.“Last year at this time, I said that where I stood at that moment in time, we saw about $500 billion. We saw $500 billion of very high confidence demand and purchase orders for Blackwell and Ruben through 2026,” he said. “Well, I'm here to tell you that right now, where I stand, a few short months after GTC DC, one year after last GTC, right here where I stand, I see, through 2027, at least $1 trillion."Shares of NVDA declined 0.04% in Monday’s post-market trade.<h2 class="st-heading-2">Accelerating Chip Demand</h2>At the Nvidia GTC 2026 event in San Jose, Huang said that the sales of Nvidia’s Blackwell chips and its next-generation Vera Rubin chips would boost revenue through 2027. Nvidia is slated to launch Vera Rubin, the successor to its Grace Blackwell chips, later this year.Huang said that AI had finally reached the point where it was able to do productive work. Making a case in point, the founder said that all of Nvidia's software engineers use AI coding assistants, such as Anthropic's Claude Code and OpenAI's Codex.“I believe that computing demand has increased by one million times in the last two years,” Huang said. “It is the feeling that we all have. It is the feeling every startup has.”<h2 class="st-heading-2">GTC Launches</h2>Meanwhile, Huang also announced a slew of launches at the GTC. The founder of the semiconductor company announced seven new chips for the Nvidia Vera Rubin platform, unveiled the Nvidia Vera CPU, calling it "the world's first processor purpose-built for the age of agentic AI and reinforcement learning,” and the Nvidia Vera Rubin DSX AI Factory reference design, a guide for building codesigned AI infrastructure, among other announcements.<h2 class="st-heading-2">Retail Take</h2>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/NVDA">NVDA shares</a> went to ‘neutral’ from the ‘bearish’ territory over the past 24 hours amid ‘low’ message volumes.One bullish user said the revenue outlook would likely push the company to a $6 trillion market cap.<stembedurl>https://stocktwits.com/Krajisnik/message/647675061</stembedurl>&nbsp;Another user called the outlook “outstanding,” adding that the revenue was much higher than the gross domestic product (GDP) of most countries.<stembedurl>https://stocktwits.com/AlwaysABullNeverABear/message/647677026</stembedurl>&nbsp;Shares of NVDA have risen more than 53% in the past year.For updates and corrections, email newsroom[at]stocktwits[dot]com.

The logo of Nvidia is displayed on a smartphone screen. (Photo by Li Hongbo/VCG via Getty Images)

Nvidia Sees At Least $1T In Revenue Through 2027, Says Jensen Huang At GTC 2026

Huang said that the surge comes from a sharp increase in computing requirements as AI systems move from training to large-scale inference.

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