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Far below the surface, where light no longer reaches and noise collapses into silence, the Sperm Whale endures.  It does not rely on speed or spectacle. It survives through mass, intelligence, and absolute awareness of its surroundings.  This project is shaped by the same principle — strength formed under pressure, movement guided by understanding, and conviction built where others cannot remain.  While the surface reacts, the deep decides.

The Sperm Whale

SPERMWHALE is driving significant community debate as traders split between those chasing high-volatility meme coin gains and others warning of a potential rug pull or scam. While some proponents highlight its unique structure and rapid momentum as signs of a breakout, skeptics are actively pointing to its low holder count and lack of fundamental utility.

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 significant volatility as investors debate the impact of geopolitical tensions in the Middle East against the backdrop of an aggressive AI-driven supercycle. While community members highlight robust earnings and long-term demand for HBM chips as a potential floor for the stock, ongoing confusion surrounding potential U.S.-Iran diplomatic talks has led to intense short-term selling and widespread speculation about institutional market manipulation.

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

VCX is experiencing extreme volatility and intense community interest following its NYSE debut, driven by its access to high-profile private tech holdings like Anthropic and SpaceX. Investors are actively debating the sustainability of the stock's massive premium over its net asset value, fueled by a restricted float due to a six-month lockup period that prevents early shareholders from selling.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

SPDR Gold Shares (GLD) is experiencing intense volatility and downward pressure as investors rotate out of gold, which has lost its traditional safe-haven status amid the ongoing Iran-U.S. conflict. The community is actively debating whether this represents a long-term capitulation or a temporary liquidity flush, with many retail traders expressing frustration over the asset's recent performance compared to tech and equity markets.

The Estée Lauder Companies, Inc. engages in the manufacture of skin care, makeup, fragrance and hair care products. It sells products under Estée Lauder, Clinique, Origins, MAC, Bobbi Brown, La Mer, Jo Malone London, Aveda and Too Faced. The company was founded by Estee Lauder and Joseph Lauder in 1946 and is headquartered in New York, NY.

Estee Lauder Cos., Inc. - Ordinary Shares - Class A

Estee Lauder Cos. Inc

Estee Lauder (EL) shares are currently seeing significant volatility and investor chatter as the market reacts to ongoing merger talks with Spanish beauty powerhouse Puig, while the company concurrently navigates a challenging turnaround plan. The community is sharply divided, with many debating whether the stock represents a deep-value opportunity in luxury beauty or if it remains trapped by restructuring hurdles, negative income, and broader headwinds from international tariffs.

"Cryptocurrency is a scam" - it would be ironic if something called a scam made everyone rich.

ScamToken

ScamToken is capturing intense attention as the crypto community debates whether it is a transparent social experiment, a satirical commentary on pump-and-dump schemes, or just another risky asset. Users are actively questioning the project's legitimacy and long-term viability while simultaneously using the ticker as a platform to voice broader frustrations with market volatility and high-profile speculative ventures.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

Biocryst Pharmaceuticals is currently trending due to unconfirmed, high-volume market activity and persistent speculation regarding a potential M&A event. Community discussions are heavily focused on the stock's significant after-hours volume and historical parallels to recent biotech buyouts, with many investors debating the plausibility of a deal while weighing the company's established commercial growth against long-term pipeline potential.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is drawing significant investor interest as analysts highlight its pivotal role in the AI data center transition and edge computing market, with recent positive sentiment bolstered by strategic upgrades and bullish technical setups despite broader sector volatility. The community remains focused on upcoming earnings reports and the company's long-term potential as a critical infrastructure provider in the evolving Physical AI landscape.

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 capturing significant market attention as investors weigh its robust Q4 earnings beat, record cash flows, and increased dividend against broader sector volatility driven by geopolitical tensions in the Middle East and shifting global reliance on gold as a hedge. The community remains focused on the company's strategic move to spin off its North American assets via IPO and the ongoing impact of rising gold prices on mining margins despite persistent cost pressures.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

Bitmine Immersion Technologies Inc

Bitmine Immersion Technologies is trending as investors react to the company's updated holdings report, which highlights massive Ethereum accumulation, strategic stakes in OpenAI via Eightco Holdings, and a significant cash reserve. The community is actively debating the stock's potential for a short squeeze amid high institutional interest and the long-term impact of its aggressive crypto treasury strategy.

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<ul class="summary-bullets"><li>OWL said the offering price represents a discount of approximately 33.2% to net asset value, which is well below what the Board believes to be the potential long-term value of OBDC II shares.</li><li>Blue Owl said in reaching its conclusion, the Board has consulted with members of management and its financial and legal advisors, and reviewed the terms and conditions of the offer.</li></ul>Blue Owl Capital Corporation II (OBDC II) on Friday said that its Board of Directors has unanimously recommended that shareholders reject the unsolicited minority tender offer from Cox Capital Partners and Saba Capital Management for up to 8 million shares of OBDC II for approximately $30 million.&nbsp;The company said that it believes the minority offer from Cox and Saba is an attempt to capture value at the expense of OBDC II shareholders. The offering price represents a discount of approximately 33.2% to net asset value, which is well below what the Board believes to be the potential long-term value of OBDC II shares.Blue Owl said in reaching its conclusion, the Board has consulted with members of management and its financial and legal advisors, reviewed the terms and conditions of the offer and has also considered other information related to the fund's historical financial performance, portfolio of assets and future opportunities.<h2 class="st-heading-2">Why To Reject?</h2>The firm said that Cox and Saba's offer price is inadequate, arbitrary and substantially undervalues OBDC II's assets and ongoing access to liquidity.&nbsp;Tendering will prohibit OBDC II shareholders from receiving future distributions and realizing any appreciation in the value of their shares in the future, Blue Owl said in a statement.&nbsp;<h2 class="st-heading-2">Cox And Saba Offer</h2>Last month, Saba Capital and Cox Capital Partners announced cash tender offers for shares in business development companies (BDC) that are owned by Blue Owl. Cox and Saba at the time had said that the offer price was expected to be at a 20-35% discount to the most recent estimated net asset value and dividend reinvestment price.&nbsp;The tender offers came at a time when Blue Owl said that it will permanently stop allowing redemptions from Blue Owl Capital Corp. II, a semi-liquid private credit fund marketed to U.S. retail investors.&nbsp;<h2 class="st-heading-2">How Did Stocktwits’ Users React?</h2>Retail sentiment around OWL trended in ‘neural’ territory amid ‘low’ message volume.&nbsp;Shares in the company have fallen 41.5% so far in 2026.&nbsp;

In this photo illustration, the Blue Owl Capital logo is seen displayed on a smartphone screen

Why Is Blue Owl Board Urging Shareholders To Reject Minority Offer From Cox And Saba?

The company said that it believes the minority offer from Cox and Saba is an attempt to capture value at the expense of OBDC II shareholders.

Equity

The company said that it believes the minority offer from Cox and Saba is an attempt to capture value at the expense of OBDC II shareholders.


<ul class="summary-bullets"><li>Robinhood app’s&nbsp;ADVs fell 35% year-over-year to $336 million during the month of February.&nbsp;</li><li>The company said that its Total Platform Assets at the end of February were $314 billion down 3% from the end of January 2026, but up 68% year-over-year.&nbsp;</li></ul>Robinhood shares fell as much as 2% during Thursday’s post market hours after it released its February’s monthly metrics.&nbsp;The company said that its Total Platform Assets at the end of February were $314 billion, down 3% from the end of January 2026, but up 68% year-over-year.&nbsp;<h2 class="st-heading-2">Other Metrics</h2>Robinhood’s equity Notional Trading Volumes were $194.4 billion, down 4% on sequential basis, but were up 36% year-over-year. Its Average daily volumes (“ADVs”) were $10.2 billion, also down 11% from January 2026, but up 36% year-over-year.&nbsp;Robinhood app’s&nbsp;ADVs fell 35% year-over-year to $336 million during the month of February.&nbsp;Its Crypto Notional Trading Volumes were $25.0 billion, up 74% year-over-year, as bitcoin continues to stay robust after a record selloff triggered earlier in the month.&nbsp;Cash and Deposit balances at the end of February were $16.5 billion, up 67% year-over-year. Robinhood, in February 2026, updated its brokerage High-Yield Cash program to fund growth in margin lending, which resulted in over $6 billion of Cash Sweep balances moving to free credit balances, it said.&nbsp;&nbsp;<h2 class="st-heading-2">BTC Solidification?</h2>Bitcoin price at the time of writing edged lower by 0.06% to $70,424 mark. Meanwhile retail sentiment on BTC trended in ‘neutral’ territory.&nbsp;One user on Stocktwits said “Bitcoin is currently holding $70,200, marking a successful stabilization above the psychological $70k barrier”.<stembedurl>https://stocktwits.com/JaredSotken/message/647411538</stembedurl>Another user predicted BTC to go down below $70k mark on Friday.&nbsp;<stembedurl>https://stocktwits.com/skitime/message/647410360</stembedurl><h2 class="st-heading-2">SEC – CFTC Comes Together</h2>The coordination between Securities and Exchange Commission and the Commodity Futures Trading Commission by signing a memorandum of understanding (MOU) to formally coordinate oversight, ending decades of rivalry, removes the uncertainty over crypto-related firms like Robinhood whom to report to.&nbsp;The coming together of these two government agencies is expected to reduce legal costs for crypto firms who earlier were forced to comply with two different regulatory regimes put in place by SEC and CFTC.&nbsp;&nbsp;

Robinhood Markets Inc company logo is displayed on a smartphone screen with United States dollar banknotes in the background. 

Robinhood Stock Down After Release Of February Platform Performance Numbers

Robinhood’s Crypto Notional Trading Volumes were $25.0 billion in February, up 74% year-over-year, as bitcoin continues to stay robust after a record selloff triggered earlier in the month. 

Robinhood Stock Down After The Release Of Robinhood Stock Down After Release Of February Platform Performance NumbersFeb. Month Platform Performance Numbers

Robinhood’s Crypto Notional Trading Volumes were $25.0 billion in February, up 74% year-over-year, as bitcoin continues to stay robust after a record selloff triggered earlier in the month. 


<ul class="summary-bullets"><li>CoreWeave CFO Nitin Agrawal downplayed concerns over the capex surge, stating that the company begins to incur data center lease costs, including power and depreciation, once new capacity comes online.</li><li>He added that customer revenue ramps over subsequent months, and that a substantial part of the capex surge is tied to already signed customer contracts.</li><li>The earnings and guidance miss, as well as the surge in capex, led to a slew of price target cuts from analysts, according to TheFly.</li></ul>CoreWeave Inc. (CRWV) shares slumped more than 19% in Friday’s opening trade after the company’s fourth-quarter (Q4) earnings missed expectations and its capital expenditure plans for 2026 more than doubled from 2025 levels.CoreWeave reported a loss of $0.56 per share on revenue of $1.57 billion, compared to Wall Street expectations of a loss of $0.49 per share on revenue of $1.53 billion, according to Fiscal.ai data.<h2 class="st-heading-2">CoreWeave Lays Down Capex Plans For 2026</h2>CoreWeave projected capex of $30 billion to $35 billion in 2026, more than double the $14.9 billion the company incurred in 2025. Its first-quarter (Q1) revenue guidance of $1.9 billion to $2 billion also fell below Wall Street's $2.24 billion estimate.However, CFO Nitin Agrawal downplayed concerns of the capex surge. “Substantially, all of it is tied to our already signed customer contracts that we intend to bring online this year as we expect to double our active power capacity to more than 1.7 gigawatts by year-end,” he said during a post-earnings call with analysts.Agrawal added that the company begins to incur data center lease costs, including power and depreciation, once new capacity comes online, while customer revenue ramps over subsequent months.<h2 class="st-heading-2">Analysts Trim Price Targets</h2>The earnings and guidance miss, as well as the surge in capex, led to a slew of price target cuts from analysts, according to TheFly.Analysts at JPMorgan cut the price target for CRWV to $90 from $110, while keeping a ‘Neutral’ rating on the stock. The firm stated that CoreWeave’s investment cycle is “more pronounced than expected.”Mizuho analysts trimmed their price target for CoreWeave to $95 from $100, noting that the company’s spending is rising alongside its order backlog.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits around&nbsp;<a href="https://stocktwits.com/symbol/CRWV">CoreWeave</a> stock trended in the ‘bullish’ territory, with message volumes at ‘extremely high’ levels.One bullish user stated that they can’t see CRWV stock falling further.<stembedurl>https://stocktwits.com/abman54/message/646085939</stembedurl>Another user stated that most analyst price targets will keep it above $100.<stembedurl>https://stocktwits.com/GoVeryLong/message/646088347</stembedurl><a href="https://stocktwits.com/symbol/CRWV">CRWV stock</a> is up 13% year-to-date and 107% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/kore-stock-soaring-pre-market-heres-why/cZTcjBpRITJ">KORE Stock Is Ripping Pre-Market Today After Company Agrees To A Deal To Take It Private</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of CoreWeave Inc. (NASDAQ:CRWV) on August 8, 2025, in Chongqing, China. 

CRWV Stock Slumps On CoreWeave's 2026 Capex Projections Doubling From Previous Year – Analysts Say Company's Investment Cycle Is 'More Pronounced Than Expected'

The company projected capex of $30 billion to $35 billion in 2026, more than double the $14.9 billion it incurred in 2025.

Should Vanguard Mid-Cap Growth ETF (VOT) Be on Your Investing Radar?

<ul class="summary-bullets"><li>Needham maintained a “Buy” rating with a $300 price target for Reddit</li><li>The firm says Reddit is the fastest-growing company in its coverage.</li><li>Needham added Reddit to its ‘Conviction buy’ list, replacing Roku.</li></ul>Reddit’s stock (<a href="https://stocktwits.com/symbol/RDDT">RDDT</a>) was in the spotlight on Tuesday after analysts at Needham named it as its top pick for 2026 and added the stock to its ‘Conviction buy’ list by replacing Roku. Needham maintained its “Buy” rating, with a $300 price target, citing the platform’s 100% human-created content as the key differentiator.According to TheFly, analysts at Needham believe Reddit’s authentic content optimizes trust and value for large language models (LLMs), making it attractive.They added that Reddit already generates over $100 million per year in fees from OpenAI and Google's Gemini, and this could double with Anthropic and Perplexity fees.Needham also noted that Reddit is the fastest-growing company in its coverage, while its Performance Ads offer "full-funnel ad solutions" and a larger share of ad budgets.<h2 class="st-heading-2">OpenAI, Google AI Content Licensing Deal</h2>Reddit has been partnering with OpenAI since 2024 to bring its content to ChatGPT under the deal. In this arrangement, both OpenAI and ChatGPT use Reddit’s application programming interface, which also distributes Reddit's content. As part of the deal, OpenAI also became Reddit's advertising partner.Before its IPO, Reddit had also struck an AI content licensing deal with Google worth about $60 million per year, according to a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/technology/reddit-ai-content-licensing-deal-with-google-sources-say-2024-02-22/">report</a> from Reuters. The deals underscored the company's efforts to generate more revenue amid fierce competition from other major players, such as Meta’s Facebook.<h2 class="st-heading-2">AI Bet Paying Off</h2>Reddit has been seeing its AI-powered advertising tools attract more marketing spending on the platform. During the third quarter (Q3) earnings call, its Chief Operating Officer, Jen Wong, told analysts that Reddit’s total active advertiser count expanded by over 75% year-over-year.It has prompted Reddit to forecast current-quarter revenue at the higher end of analyst estimates, according to Fiscal.ai data. The company expects fourth quarter revenue (Q4) to be between $655 million and $665 million, in line with analyst projections of $665 million.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment around the RDDT trended in “bearish” territory amid “normal” message volume.&nbsp;<figure class="image"><img style="aspect-ratio:643/71;" src="https://news.stocktwits-cdn.com/rddt_PNG_ec1f193863.webp" alt="Retail sentiment around the RDDT trended in “bearish” territory amid “normal” message volume. " width="643" height="71"></figure> For updates and corrections, email newsroom[at]stocktwits[dot]com.Editor's Note: The story has been updated to reflect the correct name of Reddit's COO.

In this photo illustration, a Reddit logo is seen displayed on a smartphone with an Artificial Intelligence (inscriptions) in the background. (Photo Illustration by Avishek Das/SOPA Images/LightRocket via Getty Images)

Why Reddit Is Needham’s ‘Top Pick’ For 2026 After A 40% Surge

Analysts cite Reddit’s 100% human-created content and fast-growing ad platform as key drivers of future revenue.

Why Reddit Stock Is Needham’s ‘Top Pick’ For 2026 After A 40% Surge

DoorDash (DASH) shares surged 9% in premarket trading on Thursday after&nbsp;the company reported strong quarterly results and a forecast, but retail investors warned of potential profit booking in the regular session.Shares were even higher in Wednesday's after-market trading, and a retail trader on Stocktwits <a href="https://stocktwits.com/firehorse/message/624039946">noted</a> at the time that, should the gains hold, DoorDash would be valued at par with&nbsp;<a href="https://stocktwits.com/symbol/FDX">FedEx (FDX)</a> and&nbsp;<a href="https://stocktwits.com/symbol/UPS">United Parcel Service (UPS)</a> combined.As of the last close, DoorDash was valued at $109.36 billion, while the combined market cap of the two legacy courier companies was $126.46 billion, according to TradingView.On Stocktwits, the retail sentiment for DASH shifted to 'extremely bullish' as of early Thursday, from 'bullish' the previous day, with message volume rising over 200% in the past 24 hours.Users generally posted&nbsp;positive comments about the results, which exceeded Wall Street's expectations, albeit with a cautionary note."$DASH Huge profit taking at open just like last time. This will dump 10 points in seconds," one said.<stembedurl>https://stocktwits.com/Skies88/message/624056931</stembedurl>"Parabolic moves get noticed and punished at open. Take your profits and run!" another said.<stembedurl>https://stocktwits.com/Skies88/message/624058249</stembedurl>DoorDash reported second-quarter results that beat the Street's expectations for revenue, adjusted profit, and gross merchandise value (GMV), and also forecast Q3 GMV higher than expectations.The results show robust demand for food delivery services, particularly in its main markets such as the U.S. and Canada. To its credit, DoorDash has also broadened its delivery offerings beyond food recently to include groceries, alcohol, electronics, and beauty items, helping it drive up orders.Rival Uber Eats' parent Uber (UBER.N) also forecast a strong third quarter earlier in the day, banking on robust demand for ride-hailing and deliveries.The results come close on the heels of major acquisitions. In May, DoorDash acquired British food delivery startup Deliveroo for about $3.9 billion and restaurant technology company SevenRooms for $1.2 billion.<a href="https://stocktwits.com/symbol/DASH">DoorDash’s shares</a> have risen 54% year-to-date. If the pre-market move holds in Thursday’s session, it would be the stock’s best performance in about four months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

(Photo Illustration by Emily Dulla/Getty Images for DoorDash)

DoorDash Could Be Nearly Worth FedEx And UPS Combined If Premarket Surge Holds: Retail Cheers Strong Q2, Outlook

DoorDash shares were up 9% premarket; however, some retail investors warned of potential profit-booking ahead of the market open.

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