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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 trending as investors capitalize on massive AI infrastructure momentum, with the stock hitting all-time highs fueled by major hyperscaler partnerships and positive analyst revisions. The community is actively debating the stock's premium valuation and potential for further short squeezes, while many remain bullish on the long-term potential of its expanding data center network and AI-platform integration.

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 Inc. is trending as investors react to reports of advanced acquisition talks with Amazon, sparking widespread community debate over whether the reported deal valuation reflects a fair price or a strategic floor for a bidding war. Shareholders are intensely focused on the potential impact of Apple's existing stake and the broader race for critical satellite spectrum, with many long-term investors holding out for a premium valuation well beyond current market levels.

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 experiencing a massive rally driven by a structural shift in AI-driven NAND storage demand and the anticipation of its upcoming inclusion in the Nasdaq-100 index, which forces passive fund buying. The community remains sharply divided, with bulls pointing to fundamental AI infrastructure dominance and analysts raising price targets, while bears warn of a parabolic blow-off top and unsustainable institutional speculation.

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 trending as a long-standing crypto parody project that originated in 2011, with the community actively highlighting its historical significance as the first memecoin. Investors are currently focused on its potential for long-term growth, citing the project's institutional-style supply locks and ongoing efforts to differentiate this official version from earlier, abandoned iterations.

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 trending as investors debate whether the recent sharp sell-off presents a long-term entry point for its cloud and AI infrastructure buildout or a structural trap due to debt and valuation concerns. The community is actively discussing the stock's massive RPO backlog and potential for recovery versus ongoing price pressure that has left many holders significantly underwater.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

$IREN is currently navigating a period of high volatility and intense community debate as shareholders look for a decisive breakout fueled by the activation of its Sweetwater 1 facility and the potential for a significant hyperscaler deal. While some investors are concerned by dilution fears and the stock's relative lag compared to peers like $NBIS and $WULF, others remain bullish on its vertically integrated infrastructure and long-term potential in the high-performance compute market.

Velo3D, Inc. operates as a technology company, which engages in developing and manufacturing metal laser sintering printing machines for 3D printing. Its products include assure system, flow software, sapphire printer & sapphire XC. The company was founded by Benyamin Buller in June 2014 and is headquartered in Fremont, CA.

Velo3D Inc

Velo3D is trending as investors digest significant insider debt-to-equity conversions that have fortified the company's balance sheet and signaled executive confidence ahead of the upcoming Q4 earnings report. The community is actively discussing how this debt restructuring, combined with recent high-profile defense contract wins and the company's strategic position in the SpaceX and Anduril supply chains, may catalyze a potential short squeeze given the stock's elevated short interest.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy Corp

Bloom Energy is surging as investors double down on its role in providing scalable, clean fuel cell infrastructure for AI data centers struggling with grid capacity. The community is actively discussing the company's critical utility-scale partnerships and its ability to bypass power shortages, viewing the stock as a key beneficiary of the long-term energy infrastructure supercycle.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Mining Inc

Cipher Mining is gaining momentum as investors react to a newly announced 15-year hyperscale data center lease and a secured $200 million revolving credit facility led by Morgan Stanley. The community is actively discussing the stock's strategic pivot toward AI infrastructure and high-performance computing, with many traders debating the significance of the undisclosed tenant and comparing the company's valuation metrics against peers in the data center sector.

Avis Budget Group, Inc. engages in the provision of vehicle sharing and rental services. It operates through the Americas and International segments. The Americas segment includes vehicle rental and car sharing operations in North America, South America, Central America, and the Caribbean. The International segment is involved in vehicle rental and car sharing operations in Europe, the Middle East, Africa, Asia, and Australasia. The company was founded in 1946 and is headquartered in Parsippany, NJ.

Avis Budget Group Inc

Avis Budget Group is experiencing intense volatility and a potential short squeeze, drawing heavy community debate over whether the rapid price ascent is supported by market mechanics or detached from the company's underlying fundamentals. Investors are actively tracking high short interest and limited share availability, with many discussing the risks of timing a reversal versus the potential for further parabolic moves.

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<ul class="summary-bullets"><li>GE Vernova is emerging as a standout performer thanks to accelerating orders, strong backlogs, margin gains, and rising free cash flow.</li><li>The company is benefiting from surging data-center demand and expanding grid investments.</li><li>The company recently issued a stronger-than-expected near and medium-term outlook at its investor event.</li></ul>Once considered a bellwether of the economy, given the diverse businesses under its fold, GE was beginning to feel the weight of an unwieldy organization; its fundamentals suffered, and it was booted from the Dow Jones Industrial Average in 2018 after being part of the blue-chip average for more than a century.Desperate times call for desperate measures. The company chose to take a bolder approach to streamline operations by effecting a tripartite split: the parent company was renamed GE Aerospace, GE Vernova (focused on energy), and GE Healthcare.&nbsp;&nbsp;While the plan was mooted and communicated to the investors in November 2021, GE Healthcare was spun off in 2023, followed by the separation of GE Vernova, leaving parent GE as a pure-play aerospace company.&nbsp;Far from a risky experiment, GE’s restructuring is emerging as one of Wall Street’s most effective value unlocks — with spin-off unit Vernova’s (GEV) AI-driven breakout validating the bet.&nbsp;<h2 class="st-heading-2">GEV’s Businesses</h2>The company provides power generation products, such as gas turbines, to end markets including pulp &amp; paper mills, mines, data centers, oil &amp; gas, and hospitals. By energy sources, power accounted for roughly half of the company’s revenues in the September quarter, with wind and electrification contributing approximately 25% each.<h2 class="st-heading-2">GEV Lands In Data Center Sweetspot</h2>When the company released its third-quarter results in late October, CEP Scott Strazik sounded positive about its order flow and backlogs:<blockquote>“Our growth trajectory is accelerating and the demand environment for our equipment and services remains strong with $16 billion in backlog growth year-to-date. Our Gas Power equipment backlog and slot reservation agreements increased from 55 to 62 gigawatts sequentially, and our Electrification equipment backlog increased $6.5 billion year-to-date, to approximately $26 billion.”</blockquote>The 55% order growth was exemplary by any standards. And more importantly, the company also reported significant margin expansion and positive free cash flow.<img src="https://news.stocktwits-cdn.com/GE_Vs_Accelerating_Revenue_Growth_png_bd4dfad687.webp" alt="GEVs_Accelerating_Revenue_Growth.png">Source: Fiscal.aiOn the earnings call, Strazik called data centers among the company’s “new archetype of customers.” He named data center growth as one of the three drivers of grid investment growth, which, in turn, is increasing demand for its products. He also noted that the company signed its first technology collaboration funding agreement with a hyperscaler for scope inside the data center.To tap into the data center opportunity, the company agreed to acquire the remaining 50% of the Prolec GE joint venture from its partner, Xignux, by paying $5.275 billion in cash and debt. The company sounded upbeat about the complete ownership assumption:<blockquote>“This is a business we know well and is an attractive acquisition for GE Vernova consolidating a leading grid equipment provider that produces transformers to serve North American utilities, industrials and data centers.”</blockquote>The deal is expected to close by mid-2026.<h2 class="st-heading-2">Which GE Splinter Company’s Stock Fares Better?</h2>For the year-to-date period,&nbsp;<a href="https://stocktwits.com/symbol/GEV">GEV stock</a> has gained 90.41%, outperforming the shares of&nbsp;<a href="https://stocktwits.com/symbol/GE">GE Aerospace (GE)</a> (up 72%) and&nbsp;<a href="https://stocktwits.com/symbol/GEHC">GE Healthcare</a> (GEHC) (up 6.5%).<img src="https://news.stocktwits-cdn.com/GEV_GE_GEHC_stock_returns_png_aa882a8cc6.webp" alt="GEV GE GEHC stock returns.png">Source: KoyfinGEV stock has been on a broader uptrend since its public listing. A mini uptrend that began when the stock hit a bottom in April lasted through late July, and since then, the stock has been broadly consolidating. Since its March 27, 2024 listing, the stock is up about 380%.<img src="https://news.stocktwits-cdn.com/GEV_since_IPO_png_8e4c1d1364.webp" alt="GEV since IPO.png">Source: KoyfinRetail sentiment toward GEV stock has remained muted. From ‘bullish’ a year ago, sentiment deteriorated to ‘bearishness,’ before ticking higher, although only to ‘neutral’ since this week.&nbsp;<img src="https://news.stocktwits-cdn.com/Screenshot_2025_12_10_at_8_20_42_AM_png_c460d562bb.webp" alt="Screenshot 2025-12-10 at 8.20.42 AM.png"><h2 class="st-heading-2">Raft Of Positive Headlines</h2>GEV stock has begun another uptrend in late November, buoyed by positive headlines. At the start of December, the company announced a $400 million funding grant to the Tennessee Valley Authority to continue accelerating the deployment of GE Vernova Hitachi Nuclear Energy’s BWRX-300 small modular reactor (SMR). Strazik said the BWRX-300 is the only commercial SMR technology currently being built in the Western world.In its 2025 Investor Update, the company reaffirmed its 2025 revenue and adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) margin guidance. The company lifted its 2028 revenue outlook to low-double-digit organic growth from the high-single-digit growth it had forecast earlier.It lifted its 2025 free cash flow guidance to $3.5 billion to $4 billion, which is expected to rise to $4 billion to $4.5 billion in 2026 and more than $22 billion by 2028.Separately, GEV doubled its quarterly dividend to $0.50 per share and increased its buyback authorization to $10 billion.GEV is also set to benefit from the rare-earth scramble, as China restricts the supply of these key materials used in multiple end products. Strazik reportedly&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/energy/ge-vernova-working-with-us-government-boost-stocks-rare-earth-yttrium-2025-12-10/">said</a> at the Investor event that the company is working with the government to increase yttrium stockpiles, a rare-earth element.&nbsp;Following the investor update, GEV received a few upgrades and a slew of price-target hikes, according to summaries of notes from the Fly.&nbsp;According to Koyfin, the average price target for GEV is $692.14, suggesting a 11% upside potential from current levels. Wall Street firms RBC Capital Markets and Oppenheimer upgraded the stock, assigning it bullish-equivalent ratings. With upward price target adjustments, the new price targets now range from $775 to $1,000 (JPMorgan).BMO Capital Markets analysts called the medium-term projections better-than-expected and viewed the guidance as conservative, as it excluded pre-synergy EBITDA of $800 million from the pending deal to take full ownership of Prolec.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-india-is-becoming-the-new-battleground-for-microsoft-google-and-amazon/cLIHcY2REVc">Big Tech’s AI Gold Rush Heads East: Why India Is Becoming The New Battleground For Microsoft, Google And Amazon</a>

GE Vernova's 9HA gas turbine model is on display during the 7th China International Import Expo (CIIE) on November 8, 2024, in Shanghai, China.

GE’s Great Breakup Wasn’t A Gamble — It Was A Masterstroke. And Vernova’s AI-Driven Surge Proves It

GEV has rapidly transformed into a high-momentum energy and infrastructure powerhouse, capitalizing on explosive demand from data centers, grid modernization needs, and nuclear investments.

Equity

GEV has rapidly transformed into a high-momentum energy and infrastructure powerhouse, capitalizing on explosive demand from data centers, grid modernization needs, and nuclear investments.


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Energy Vault Holdings Inc.’s (NRGV) stock jumped by more than 9% on Wednesday morning after the renewable power company said it had partnered with nuclear-power technology company NuCube Energy.The two companies will collaborate to accelerate the deployment of NuSun – NuCube’s small, modular microreactor designed to power industrial and data-center applications – along with accompanying energy storage systems, by the end of 2028 or early 2029.Energy Vault said that it will leverage its expertise in advanced material science technologies from its gravity storage research and development to expedite the development of shielding and containment systems used in NuSun.The company will create and install custom software in its VaultOS platform to allow joint control of its B-VAULT energy storage system and NuSun's hardware.&nbsp;This system will store excess energy during low demand and release it during peak demand, ensuring AI data centers run smoothly 24/7.&nbsp;The integration will also allow for larger, more efficient energy projects and better management of energy needs across multiple units.The move comes amid growing demand for sustainable, reliable energy solutions to support hyperscalers such as Microsoft (MSFT) and Amazon.com (AMZN), which are increasingly prioritizing independent energy sources over local utility grids.<figure class="image"><img style="aspect-ratio:644/146;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2025_01_15_104430_8342efb923.png" alt="Screenshot 2025-01-15 104430.png" width="644" height="146"><figcaption>Energy Vault Holdings Inc. Sentiment and Message Volume on Jan.15 as of 10:45 a.m. ET | Source: Stocktwits</figcaption></figure>On Stocktwits, retail sentiment around Energy Vault remained in the ‘neutral’ territory as message volume remained at ‘normal’ levels.&nbsp;However, some investors on the platform expressed optimism about the company's positioning within the carbon-free energy sector after the partnership, highlighting its potential as data centers and high-performance computing (HPC) campuses expand.One Stocktwits user remarked on the growing opportunity for firms providing nuclear and renewable energy solutions to replace traditional energy sources.<stembedurl>https://stocktwits.com/rtaker/message/600072742</stembedurl>Analysts remain cautiously optimistic about Energy Vault’s prospects, with three of the four covering analysts rating the stock as a ‘Buy.’&nbsp;The average price target, according to Koyfin, stands at $2.13 per share.The stock's recent gains pushed its one-year performance to a 12% increase.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/wisekey-sealsq-stocks-surge-spacex-quantum-ready-satellite/chGqY5RRV8">WISeKey, SEALSQ Shares Rally On Successful Space X Launch Of Quantum-Ready Satellite : Retail Mood Remains Tepid</a>

Energy Vault Stock Rise On NuCube Partnership For Modular Nuclear Reactors: Retail Applauds Carbon-Free Energy Push

The two will collaborate to develop NuSun, NuCube’s small, modular microreactor, which is intended to power industrial and data-center applications.

Energy Vault Shares Rise On NuCube Partnership For Modular Nuclear Reactors: Retail Applauds Carbon-Free Energy Push

The two will collaborate to develop NuSun, NuCube’s small, modular microreactor, which is intended to power industrial and data-center applications.


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