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Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is surging as investors react to a positive price target hike and a series of strategic multi-year deals aimed at expanding its AI infrastructure footprint. The community is heavily focused on the stock's robust momentum, with many traders debating the likelihood of a continued squeeze toward higher price levels versus potential overbought conditions.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

XRP is trending as investors monitor the progress of the CLARITY Act, with community sentiment divided between those anticipating a major regulatory-driven rally and skeptics wary of stagnant price action. The conversation is currently fueled by speculative institutional adoption news and debates over whether Ripple’s utility will finally trigger a decoupling from broader crypto market volatility.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

Marathon Digital Holdings is trending as investors react to the company's pivot toward AI infrastructure and high-performance computing, while community members actively discuss its potential for a short squeeze amid high short interest. Market participants remain sharply divided, with some highlighting the company's strategic bitcoin balance sheet management and energy assets, while others express frustration over historical stock performance and leadership.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

Navitas Semiconductor is trending as traders speculate on potential partnerships at upcoming tech conferences and analyze the impact of new power chip technologies on AI data center infrastructure. The community is actively debating the stock's consolidation patterns, recent institutional buying activity, and the potential for a breakout driven by increased demand for energy-efficient semiconductor solutions.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers Health is experiencing a strong rally fueled by optimistic community sentiment regarding the potential FDA reclassification of several peptides, which could significantly expand the company's product offerings and addressable market. Investors are actively discussing the stock's high short interest and technical breakouts, leading many to speculate that a potential short squeeze could drive the share price toward higher resistance levels.

Operates as a holding company with interest in providing social shopping platform solutions

WeShop Holdings Ltd - Ordinary Shares - Class A

WeShop Holdings Limited

WeShop Holdings Limited is attracting significant community attention as a high-volatility, low-float play, with traders actively debating its potential for rapid short squeezes and comparing its price action to other trending micro-cap momentum stocks. While some investors view the current activity as a prime setup for explosive gains driven by limited supply and high borrowing costs, skeptics warn of structural risks, including concerns over cash reserves and the high likelihood of a classic pump-and-dump scenario.

Newcourt Acquisition Corp. is a blank check company, which engages in the purpose of effecting a merger, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded on February 25, 2021 and is headquartered in Oakland, CA.

Psyence Biomedical Ltd.

Psyence Biomedical is generating significant market activity as traders react to reports of a potential Trump administration executive order aimed at advancing psychedelic research for PTSD, which is fueling high-volatility price swings and speculation about a short squeeze on its low-float shares. While bulls are focused on the narrative of an emerging sector catalyst and the potential for rapid gains, others in the community are voicing skepticism regarding the company's history of reverse splits and dilution, leading to intense debate over the stock's long-term sustainability.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

Taiwan Semiconductor is trending as investors digest record-breaking revenue figures driven by relentless AI chip demand, while the broader community debates whether recent price volatility is a prime entry opportunity or a sign of heightened geopolitical and supply chain risks. While some traders are capitalizing on institutional accumulation patterns, others are closely monitoring supply constraints such as helium shortages and energy infrastructure bottlenecks that could pressure margins.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is trending as the stock builds momentum behind a series of positive analyst upgrades and reports of strong internal growth targets, including the launch of the ES9 SUV. While bulls are focused on long-term expansion and the potential for a short squeeze as institutional confidence grows, community discussion remains heavily divided between those highlighting these fundamental improvements and those concerned about persistent price volatility and market maker influence.

Julong Holding Ltd. engages in the business of investment holding activities. It provides intelligent integrated solutions to public utilities, enterprises, commercial, and multifamily properties. The company was founded by Jia Qi Hu on August 07, 2023 and is headquartered in Beijing, China.

Julong Holding Ltd. - Ordinary Shares - Class A

Julong Holding Ltd. is trending as a low-float Chinese micro-cap play, drawing significant attention from day traders seeking quick momentum and potential short squeezes. Community discussions are highly polarized, with many retail participants speculating on parabolic moves and comparing the stock to past market runners, while others warn of the inherent risks associated with high volatility and the potential for rapid price reversals.

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<ul class="summary-bullets"><li>Tennessee lawmakers are advancing legislation that would require public hearings and local government approval for large-scale crypto mining projects.</li><li>The proposal addresses concerns from local communities about noise, energy use, and land use associated with mining operations.</li><li>The bill would give residents and local authorities a formal role in deciding whether such facilities can be developed.</li></ul>Tennessee lawmakers will be advancing to&nbsp;a floor vote for the legislation that would require local approval before large-scale crypto mining facilities can be built, introducing new oversight in a Republican-led state.Under&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.capitol.tn.gov/Bills/114/Bill/HB1827.pdf">House Bill 1827</a>, the "appropriate local legislative body” must approve the location of digital asset mining facilities at a public meeting before construction can begin. The bill also requires at least 21 days’ notice for such meetings and mandates that nearby residents be notified in advance.The proposal addressed concerns raised by local communities about the impacts of mining operations, including noise levels, energy consumption, and land use. The legislation would give residents and local authorities a formal role in determining whether such facilities can be developed.The bill is set to take effect on July 1, 2026, and would apply to any mining facility proposed after that date.CleanSpark (CLSK), based in Tennessee, reported&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/clean-spark-sold-70-of-the-bitcoin-it-mined-in-march-for-71-000-apiece/cZJJtqlRIpo">selling 70% of the Bitcoin</a> (BTC) it mined in March.&nbsp;<a href="https://stocktwits.com/symbol/CLSK">CLSK's shares</a> fell more than 2% in afternoon trading, reflecting widespread losses in the cryptocurrency markets. On Stocktwits, the retail sentiment around CLSK remained in the ‘bearish’ zone, while chatter around it moved to ‘normal’ from ‘high’ levels over the past day.<h2 class="st-heading-2">Crypto Mining Presence In Tennessee</h2>The bill came as crypto mining operations have expanded in parts of Tennessee in recent years, drawing attention from local communities and regulators. According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wuot.org/news/2024-02-02/rise-of-crypto-mines-in-region-raises-concerns-tva-stops-giving-grants-to-crypto-meets-with-miners">2024 report</a> by WUOT, crypto mining facilities in the region have raised concerns about noise levels, energy consumption, and their impact on local infrastructure.&nbsp;The Tennessee Valley Authority (TVA), which supplies electricity across the region, has also taken steps to reassess its approach, including pausing certain incentive programs tied to crypto mining while engaging with operators.Some of the top crypto mining companies, such as CleanSpark and Bitdeer Technologies Group (BTDR), operate in Tennessee.&nbsp;<h2 class="st-heading-2">State-Level Approaches To Crypto And Energy Use</h2>Various US states have taken different kinds of approaches to regulating digital asset activity and its impact on infrastructure and the environment.&nbsp;Lawmakers in Massachusetts&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://malegislature.gov/Bills/193/SD1958">examined</a> the environmental and energy implications of crypto mining through proposed legislation, including measures focused on emissions and electricity usage.Wyoming, by contrast, has positioned itself as a crypto-focused jurisdiction. Last year, it became the first state in the US to launch its own stablecoin. Senator Cynthia Lummis, who represents the state, has publicly&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.banking.senate.gov/newsroom/majority/scott-lummis-colleagues-release-market-structure-discussion-draft-issue-request-for-information-from-stakeholders">supported</a> the CLARITY Act and called for clearer regulatory frameworks for digital assets.&nbsp;These differing approaches highlight how oversight of crypto mining and digital assets continues to evolve at the state level, with some jurisdictions introducing additional approval requirements.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bit-digital-cuts-eth-staking-to-boost-treasury-flexibility-holds-322-million-in-wyfi-shares/cZJJutJRIpq">Bit Digital Cuts ETH Staking To Boost Treasury Flexibility, Holds $322 Million In WYFI Shares</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A person wearing a "BITCOIN” hat is seen in the convention area of the Bitcoin 2024 conference in Nashville, Tennessee. (Photo by Jon Cherry/Getty Images)

Republican-Led State Tennessee Seeks Public Approval For Crypto Mining Facilities

Wyoming was the first state to issue its own stablecoin, and Tennessee is seeking citizen approval before constructing crypto mining sites, as crypto adoption continues to spread across the U.S.

Cryptocurrency

Wyoming was the first state to issue its own stablecoin, and Tennessee is seeking citizen approval before constructing crypto mining sites, as crypto adoption continues to spread across the U.S.


<ul class="summary-bullets"><li>One bearish user predicted the stock to go down to $20 levels soon.&nbsp;</li><li>Iren earlier in the month announced that it has entered into purchase agreements for over 50,000 Nvidia (NVDA) B300 GPUs that will expand its total fleet to 150,000 GPUs.</li></ul>Shares of IREN Ltd (IREN) fell 7% on Friday and garnered traders’ attention who see further 41% downside to current&nbsp;trading levels.&nbsp;Traders see a major billion dollar deal as a key catalyst for&nbsp;the stock to rally again.&nbsp;<h2 class="st-heading-2">Retail Take</h2>Retail sentiment around IREN trended in ‘neutral’ territory amid ‘normal’ message volume.&nbsp;One bearish user predicted the stock to go down to $20 levels soon.&nbsp;<stembedurl>https://stocktwits.com/triplea12/message/648789718</stembedurl>Another bearish user predicted the&nbsp;stock would go in free fall once it breaks below $30.&nbsp;<stembedurl>https://stocktwits.com/triplea12/message/648795021</stembedurl>Another user said that only a $10-15 billion deal can make the stock bounce again.&nbsp;<stembedurl>https://stocktwits.com/SSSSBA/message/648784512</stembedurl><h2 class="st-heading-2">Recent News</h2>IREN earlier in the month announced that it has entered into purchase agreements for over 50,000 Nvidia (NVDA) B300 GPUs that will expand its total fleet to 150,000 GPUs. It expects to deploy the additional GPUs in phases through the second half of 2026 across its existing air-cooled data centers in Mackenzie, British Columbia and Childress, Texas.&nbsp;The 150,000 GPU fleet is expected to support AI Cloud annualized run-rate revenue of over $3.7 billion by the end of 2026. Existing data centers at Canal Flats and Childress provide capacity to support additional GPUs over time.Iren has also secured $9.3 billion of funding in the past eight months across customer prepayments, convertible notes, GPU leasing and GPU financing. The company expects to leverage these and other capital sources to finance approximately $3.5 billion of additional capex for these orders expected in the second half of 2026.IREN was added to the MSCI USA Index in February.&nbsp;Shares in the company have fallen 10% so far this year.&nbsp;

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

IREN Stock Under Traders’ Radar Today – Retail Expects 41% Downside From Current Levels

Traders see a major billion dollar deal as a key catalyst for stock to rally again. 

Equity

Traders see a major billion dollar deal as a key catalyst for stock to rally again. 


<ul class="summary-bullets"><li>In his State of the Union address, Trump said he has negotiated a new ‘Rate Payer Protection Pledge’ where tech giants would be responsible for setting up their own plants to provide power for AI-HPC workloads.</li><li>Cleanspark and other Bitcoin miners pivoting toward AI and high-performance computing infrastructure also traded higher.</li><li>TeraWulf is also slated to report earnings after market close on Wednesday, with Wall Street anticipating a 26% revenue growth.</li></ul>Shares of TeraWulf (WULF) extended gains in overnight trade on Tuesday after President Donald Trump announced during the State of the Union that major tech companies will have to set up their own plants and provide their own power in the push for AI."Tonight, I'm pleased to announce that I have negotiated the new Rate Payer Protection Pledge,” the President said. “Major tech companies need to provide their own power.&nbsp; They have to build their own plants. They have to produce their own energy.WULF’s stock closed nearly 12% higher on Tuesday, on speculation that the new AI energy pledge would be announced during the State of the Union and ahead of its&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/terawulf-stock-is-up-10-percent-but-retail-sees-more-than-250-percent-upside-here-is-why/cZRw3m4R4CY">fourth quarter (Q4) earnings</a>. Stocktwits data showed message volume had jumped by more than 271% over the past day as retail buzz built.<h2 class="st-heading-2">What Is Retail Saying?</h2><a href="https://stocktwits.com/symbol/WULF/">WULF’s stock</a> was among the top trending tickers on the platform at the time of writing, gaining as much 1.6% after hours. Retail sentiment around the shares rose to ‘bullish’ from ‘bearish,’ and chatter surged to ‘high’ from ‘low’ levels over the past day.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_02_25_041132_png_cd6514336b.webp" alt="Screenshot 2026-02-25 041132.png" width="1254" height="125"><figcaption>WULF retail sentiment and message volume on February 25 as of 3:45 a.m. ET | Source: Stocktwits</figcaption></figure>Some users on the platform forecast that the WULF’s stock would rise on Wednesday following Trump’s announcement, with one trader anticipating the shares to hit $20, implying a potential upside of nearly 14% from Tuesday’s close.<stembedurl>https://www.stocktwits.com/HomeRunHitterXXXXX/message/645797714</stembedurl>Others took a more cautious tone, anticipating the stock could trigger a “short squeeze” rally once the company’s earnings are in.<stembedurl>https://www.stocktwits.com/LikeHelloToo/message/645799762</stembedurl> <stembedurl>https://www.stocktwits.com/WeArePennState/message/645798162</stembedurl>Shares of Cleanspark (CLSK), Hive Digital Technologies (HIVE), Iren Limited (IREN), and other Bitcoin (BTC) miners that have recently pivoted to providing power for AI-HPC workloads also saw gains in overnight trade after Trump’s announcement.&nbsp;<h2 class="st-heading-2">WULF Q4 Earnings Eye $44 Million Revenue Beat</h2>Wall Street is expecting TeraWulf to report an adjusted loss of $0.17 per share on revenue of $44 million, an increase of more than 26% year-on-year, according to Koyfin data.Morgan Stanley initiated coverage of WULF’s stock earlier this month with an ‘Overweight’ rating and a price target of $37, which would imply a potential upside of 110% from Tuesday’s close.The firm noted that TeraWulf has a "strong" track record of signing agreements with data center customers and has experience in building a wide range of power infrastructure assets. It said it was bullish on the "increasingly attractive valuations" of Bitcoin-to-data center conversions.&nbsp;Koyfin data shows Wall Street has an average price target of $23.56 on WULF’s stock. The stock is up more than 50% year-to-date and has gained nearly 330% over the past 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/coinbase-binance-kraken-roll-out-rival-tokenized-stock-products-/cZRUHUNR46X">Coinbase, Binance, Kraken Roll Out Rival Tokenized Stock Products In The Battle For Retail Dollars</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The TeraWulf logo appears on a smartphone screen and as the background on a laptop computer screen in this photo illustration in Athens, Greece, on September 3, 2025. (Photo by Nikolas Kokovlis/NurPhoto via Getty Images)

WULF Stock Gains Following Trump’s AI Energy Pledge – Retail Buzz Quadruples Ahead Of Q4 Earnings

Stocktwits data showed retail message volume around WULF’s stock jumped more than 270% over the past day, with sentiment shifting from ‘bearish’ to ‘bullish’ territory.

<ul class="summary-bullets"><li>Bitfarms CEO Ben Gagnon added that the change in domicile to the U.S. will help the company expand its access to new sources of capital and increase its ability for index inclusion.</li><li>He also noted that this decision will reduce the complexity for the company’s potential customers, while improving its relationship with suppliers as well as energy providers.</li><li>The firm stated that it is no longer a Bitcoin company, but an infrastructure-first owner and developer.</li></ul>Bitfarms (BITF) on Friday announced that its Board of Directors has approved a plan to rebrand the company as Keel Infrastructure and to redomiciliate it from Canada to the U.S.The company said that the plan to redomicile to the U.S. was announced after a comprehensive strategic review process over the past 12 months.“Bitfarms is officially launching the final phase of our pivot to the U.S., positioning us to more effectively execute on the significant opportunities we see ahead in HPC/AI infrastructure development,” said Bitfarms CEO Ben Gagnon.The board-approved plan is subject to approval from shareholders, stock exchange, and the court, the company said.<a href="https://stocktwits.com/symbol/BITF">Bitfarms shares</a> were up more than 16% in Friday’s opening trade. Retail sentiment around the company trended in the ‘bearish’ territory at the time of writing.<h2 class="st-heading-2">Why Is Bitfarms Changing Its Domicile?</h2>Gagnon added that the change in domicile to the U.S. will help the company expand its access to new sources of capital and increase its ability for index inclusion.The Bitfarms CEO also noted that this decision will reduce the complexity for the company’s potential customers while improving its relationships with suppliers and energy providers.Following its redomiciliation from Canada to the U.S., Bitfarms stated that it will be an entity incorporated in Delaware.<h2 class="st-heading-2">Pivoting To AI</h2>Bitfarms also stated that its rebranding to Keel Infrastructure will represent the company’s commitment to becoming an infrastructure provider.“We are no longer a Bitcoin company, we are an infrastructure-first owner and developer for HPC/AI data centers across North America. As we enter this next chapter, our focus is simple: we’re building the infrastructure for the compute of the future,” Bitfarms stated.The company will expand to operate under the name Keel Infrastructure once its redomiciliation to the U.S. and subsequent incorporation in Delaware are complete.<a href="https://stocktwits.com/symbol/BITF">BITF stock</a> is down 17% year-to-date, but up 40% over the past 12 months.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-is-be-stock-rising-pre-market-today/cZbFXjKR4FG">Why Is BE Stock Rising Pre-Market Today?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the Bitfarms logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

BITF Stock Just Shot Up 6% Today Morning – Here’s Everything To Know About Bitfarm’s Rebranding And Redomiciliation To US

The company said that the plan to redomicile to the U.S. was announced after a comprehensive strategic review process over the past 12 months.

Best-Performing ETFs to Start 2026

WGMI, DRNZ and MEME are among the top ETF winners of 2026 so far as defense stocks surge, crypto rebounds, and global political shifts lift markets.

<ul class="summary-bullets"><li>The deal marks CleanSpark’s second Houston-area project, creating a regional power hub with over 890 MW of potential capacity.</li><li>The transaction is expected to close by the first quarter of fiscal 2026.</li><li>The deal adds to the company’s portfolio of more than 1.4 GW of power across the United States.</li></ul>Shares of CleanSpark, Inc. (CLSK) gained 6% in premarket trading on Wednesday, after the company announced an agreement that positions it to develop a large-scale data center project in Texas.CleanSpark signed an agreement to acquire up to 447 acres in Brazoria County along with a long-term transmission extension, allowing for the establishment of a 300 MW data center with potential expansion to 600 MW. The deal is expected to close by the first quarter (Q1) of fiscal 2026.This marks CleanSpark’s second major development in the greater Houston region, joining its Austin County site to create a regional power hub with over 890 MW of potential capacity.&nbsp;"Clustered capacity is a critical differentiator for customers planning large, multi-campus deployments. With this addition, we are approaching a gigawatt of total potential capacity in the Houston area. That scale, combined with our flexibility to deploy both in front of and behind the meter, positions us to deliver a true AI factory offering in one of the most important power markets in the country,” said Jeff Thomas, Senior Vice President of AI Data Centers at CleanSpark.&nbsp;The latest deal adds to the company’s portfolio of more than 1.4 GW of power, land, and data centers across the United States. CleanSpark, primarily a Bitcoin miner, has had a stellar fiscal year 2025, with revenues more than doubling to $766.3 million, helping turn a loss of $145.8 million into a profit of $364.5 million.&nbsp;<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>Retail sentiment on Stocktwits flipped to ‘bullish’ from ‘neutral’ a day earlier, accompanied by ‘high’ message volumes. <a href="https://stocktwits.com/symbol/CLSK">CLSK</a> was among the top trending tickers on Stocktwits at the time of writing.&nbsp;<img src="https://news.stocktwits-cdn.com/CLSK_jpg_5696aa4f8f.webp" alt="CLSK.jpg">Multiple users saw $60 as a key price target for the stock, which is significantly more than the current price of $13.3.<stembedurl>https://stocktwits.com/Jautis/message/641762202</stembedurl><stembedurl>https://stocktwits.com/BarrenWuffet57/message/641763999</stembedurl>Another bullish user said the company “locked up one of the scarcest assets in AI.”<stembedurl>https://stocktwits.com/WarrenBuffettCEO/message/641764432</stembedurl>The stock has gained 32% over the past year.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-wkey-stock-rising-quantum-acquisition-talks/cmULQueR4eg">WKEY Stock Catches Retail Attention After Unit Enters Talks To Acquire French Quantum Tech Firm</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of CleanSpark Inc.

CLSK Stock Receives Premarket Boost On Texas Data Center Deal

The company signed an agreement to acquire 447 acres in Brazoria County and a transmission extension, enabling a 300 MW data center expandable to 600 MW.   

<ul class="summary-bullets"><li>MARA’s stock ranked among the top trending tickers on Stocktwits in early morning trade.</li><li>On-chain data showed Marathon deposited 288 Bitcoin, worth about $26.3 million, to Wintermute.</li><li>Such transfers are commonly linked to selling or hedging activity to raise fiat liquidity.</li></ul>Shares of crypto miner Marathon Holdings (MARA) rose in pre-market trade on Monday after on-chain data suggested the company may be preparing to sell some of its Bitcoin (BTC) holdings to fund its expanding AI and high-performance computing business.<a href="https://stocktwits.com/symbol/MARA/">MARA’s stock</a> was among the top trending tickers on Stocktwits at the time of writing. The shares gained as much as 3.5% in pre-market trade, but retail sentiment on the platform around the company dipped to ‘bearish’ from ‘neutral ‘territory over the past day, while chatter remained at ‘high’ levels.Meanwhile,&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> rose 1.5% in the last 24 hours to $92,783 – paring gains after&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mstr-coin-clsk-stocks-gain-as-crypto-shares-rally-after-bitcoin-hits-93000/cmxMJr2R4bR">recovering</a> to $93,000 on Sunday. On Stocktwits, retail sentiment around the apex cryptocurrency improved to ‘extremely bullish’ from ‘bullish’ territory over the past day.<h2 class="st-heading-2">Marathon Holdings Is Moving Its Bitcoin</h2>According to Arkham Intelligence&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://t.co/9DlN5ZPsBz">data</a>,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/lookonchain/status/2007998063793881355">flagged</a> by Lookonchain, Marathon Holdings deposited 288 Bitcoin, worth about $26.3 million, to trading firm Wintermute on Sunday. Such transfers are often associated with preparations to sell or hedge crypto holdings to raise fiat liquidity.<figure class="image"><a class="st-link-external" href="https://x.com/lookonchain/status/2007998063793881355" target="_blank" rel="noopener noreferrer nofollow"><img style="aspect-ratio:820/752;" src="https://news.stocktwits-cdn.com/Screenshot_2026_01_05_061615_png_63e32e88a4.webp" alt="Screenshot 2026-01-05 061615.png" width="820" height="752"></a><figcaption>Source: @lookonchain/X</figcaption></figure>For Marathon, a transfer of 288 Bitcoin represents a mid-sized transaction and aligns with the company’s pattern of periodic sales used to fund more than 1.5 gigawatts (GW) of capacity buildouts, even as the company manages a debt load of around $2.4 billion.<h2 class="st-heading-2">Why Is Marathon Holdings Stock Gaining?</h2>One Stocktwits user noted that Marathon’s stock was forming a “falling wedge pattern” that could spell a potential bull rally ahead.<stembedurl>https://www.stocktwits.com/SvtnCapital/message/640799536</stembedurl>Another said they expect MARA’s stock to gain on Monday after the market opens on the basis of Bitcoin’s price movement.<stembedurl>https://www.stocktwits.com/greatwhiteshark88/message/640786872</stembedurl>Bitcoin Treasuries&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://bitcointreasuries.net/">data</a> shows that Marathon Holdings is the second-largest corporate holder of Bitcoin after Michael Saylor’s Strategy (MSTR), with around 53,230 BTC in its coffers.The company announced its strategic pivot into AI and HPC&nbsp; infrastructure in August last year alongside an investment agreement to acquire a majority stake in Exaion, a French EDF subsidiary focused on AI data centers.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mstr-coin-clsk-stocks-gain-as-crypto-shares-rally-after-bitcoin-hits-93000/cmxMJr2R4bR">MSTR, COIN, CLSK Gain As Crypto-Linked Stocks Rally After Bitcoin Breaks Above $93,000</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Marathon Digital Holdings (MARA) logo is displayed on a smartphone screen.

MARA Stock Rises On Signs It May Tap Bitcoin Sale To Fund AI Push

The cryptocurrency market was also recovering in early morning trade with Bitcoin’s price trading at around $92,900.

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<ul class="summary-bullets"><li>IREN exited the Bitcoin mining expansion to focus on AI cloud and HPC, landing a landmark Microsoft deal and aggressively scaling GPU capacity.</li><li>After a 1,160% surge to November highs, sentiment cooled amid AI skepticism, dilution fears, and weaker margins, triggering a sharp correction.</li><li>Analysts see contracts, ARR visibility, and long-term AI demand outweighing fragile neocloud economics once sentiment improves.</li></ul>IREN, a former Bitcoin miner, made all the right moves when a broader multi-year uptrend seen since January 2023 began to lose steam early this year. The company has always been quick to identify opportunities, and investors have promptly welcomed each of its strategic moves.&nbsp;Despite a steep descent seen since November,&nbsp;<a href="https://stocktwits.com/symbol/IREN">IREN’s stock</a> is still up 261% year-to-date (YTD).&nbsp;<h2 class="st-heading-2">Strategic Shifts Paying Off</h2>Sydney, Australia-based IREN, founded in 2018 by siblings Daniel and Will Roberts, started as a provider of solar services for commercial and residential use. The company used clean energy to fuel a booming Bitcoin mining business that benefited from a strong rally in the apex crypto that began in late 2022.&nbsp;Then, as data centers powering energy-hungry artificial intelligence (AI) workloads surged in popularity, IREN pivoted decisively, seizing the opportunity with both hands. In a statement released on March 31, the company said it was pausing all Bitcoin mining expansion and shifting its focus. Announcing the shift, CEO Daniel Roberts said:<blockquote>“As we near completion of our 50 EH/s mining expansion, our focus is shifting to the next phase of growth and delivering scalable infrastructure for AI and HPC through our AI Cloud Services and AI Data Center businesses.”</blockquote>Since IREN announced the pivot, the stock has gained a whopping 1,160% from its Nov. 5 intraday peak of $76.87. By the time, IREN had landed a&nbsp;massive deal with Microsoft, valued at $9.7 billion over five years, providing the software giant with access to Nvidia’s GB300 GPUs. Simultaneously, the company also struck an agreement with Dell to acquire the GPUs and ancillary equipment for about $5.8 billion.&nbsp;Following the deal, Macquarie analyst Paul Golding said the development further accelerates IREN’s diversification into AI Cloud:<blockquote>“The move signals IREN's vertically integrated AI Cloud platform being a formidable offering in the market. It also unlocks a customer segment among global hyperscalers.”</blockquote>JPMorgan, which has a ‘Sell’-equivalent rating, raised IREN’s stock price target to $39 from $28 in late November, citing the flurry of deal activity in high-performance computing.<img src="https://news.stocktwits-cdn.com/Iren_data_center_fueled_gain_png_d7c815a371.webp" alt="Iren_data_center_fueled_gain.png">Source: KoyfinMarket Darling To Momentum CasualtyThe rally in IREN stock, a favorite among both investors and retailers, stalled in early November as skepticism about AI plays gained ground amid bearish comments from some sections of fund managers and Wall Street firms. IREN’s mixed quarterly results reported on Nov. 6 further dented sentiment.IREN’s announcement on Dec. 1 regarding a $2 billion convertible note offering also did not go down well with investors.The technical picture also deteriorated after the stock completed a double-top formation in early November. Since the Nov. 5 peak, the stock has shed 54%<img src="https://news.stocktwits-cdn.com/IREN_YTD_Stock_Trajectory_png_d9cbb72aad.webp" alt="IREN YTD Stock Trajectory.png">Source: Koyfin<h2 class="st-heading-2">Is Neocloud Business Model A Drag?</h2>With IREN staying deep in correction territory, investors have begun raising questions about IREN’s AI pivot. At least one research firm does not think likewise. In a report released on Monday, B. Riley analysts reiterated a ‘Buy’ rating and a $74 price target, citing their view that the company is set to outperform fellow neoclouds once AI sentiment improves, Coindesk reported.<h2 class="st-heading-2">How Neoclouds Fared This Year</h2>Since Nov. 5, IREN’s stock has underperformed its peers, including CoreWeave (CRWV), Applied Digital (APLD), and Nebius Group (NBIS), but it still towers over the rest, considering the YTD returns.<img src="https://news.stocktwits-cdn.com/IREN_vs_Neoclouds_YTD_returns_png_e7671318c0.webp" alt="IREN vs Neoclouds YTD returns.png">Source: KoyfinApart from the publicly listed stock, other dominant players in the space are London-based Civo, Crusoe Cloud, Lambda, and Vultr.<h2 class="st-heading-2">Fundamental Challenges</h2>Calling Neocloud’s business model “bare-metal-as-a-service” (BMaaS), consultancy firm McKinsey&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.mckinsey.com/capabilities/tech-and-ai/our-insights/the-evolution-of-neoclouds-and-their-next-moves">said</a> their economics are fragile. With this model, gross margins are typically around 55%-65% before depreciation, depending on utilization and pricing. The firm said:”<blockquote>“If there is a small decrease in GPU rental prices, or if utilization slips below 80 percent, returns will flatline. The economy becomes even more fragile when debt financing is taken into account, because interest costs quickly erase any residual cushion.”</blockquote>Iren, which previously boosted EBITDA margins to 40%, has seen them drop to 10.4% in the third quarter.<img src="https://news.stocktwits-cdn.com/IRE_Ns_Margin_Contraction_png_b4b67ee796.webp" alt="IRENs_Margin_Contraction.png">Source:&nbsp;Fiscal.aiMcKinsey highlighted price erosion of older GPUs during the new chip release cycle as another risk these companies face. The firm also said the big deals are less lucrative than they seemingly appear.&nbsp;<blockquote>“These big deals have resulted in high revenue concentration for neocloud players. Public disclosures show that for some players, more than half of their revenue comes from just one or two customers.”</blockquote><h2 class="st-heading-2">Retail Mood Improves</h2>The retail users of the Stocktwits platform have turned ‘bullish’ on IREN’s stock as of early Tuesday from the ‘bearish’ mood seen a week ago. The stock has seen a 273% increase in followers over the past year, and retail chatter has surged by over 300% — all indicating rising retail interest in the stock.<figure class="image"><img style="aspect-ratio:731/439;" src="https://news.stocktwits-cdn.com/Screenshot_2025_12_16_at_3_00_50_AM_png_fba9aabc69.webp" alt="Screenshot 2025-12-16 at 3.00.50 AM.png" width="731" height="439"></figure>&nbsp;&nbsp;<h2 class="st-heading-2">What Could Rignite IREN Rally</h2>IREN has taken some risk off the table by locking in a huge contract and also strengthening its balance sheet.On the September quarter earnings call, CEO Daniel Roberts said that the Microsoft contract will fetch a 20% prepayment and $1.94 billion in annual recurring revenue (ARR), according to a Koyfin transcript. He also flagged a strong scaling of its GPU fleet to 140,000 GPUs by the end of 2026, up from 23,000 currently, which can support $3.4 billion in ARR.&nbsp;B.Riley&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.coindesk.com/markets/2025/12/15/bitcoin-miner-iren-s-47-slide-flagged-as-a-buying-opportunity-by-b-riley">called</a> IREN’s stock price movement a sentiment-driven reset in a volatile proxy, rather than a break in fundamentals. The firm said IREN faces only a $2.7 billion gap between available capital and its planned high-performance computing (HPC) capital expenditure. It views the recent pullback as a buying opportunity.According to Koyfin, more than 70% of the analysts covering IREN stock have buy-equivalent ratings. The average analyst price target for the stock is $81.85, implying over 130% upside over the next year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp; <a href="https://stocktwits.com/news-articles/markets/equity/ai-play-sound-hound-tumbles-41-in-2025-as-heavy-short-interest-builds/cLe4PfcREo7">AI Play SoundHound Tumbles 41% In 2025 As Heavy Short Interest Builds: Is Retail Investor Patience Wearing Thin?</a>

The Curious Case of IREN: Can The Neocloud Win Back Investors After A 50% Stock Slump From Its November Peak?

IREN exited the Bitcoin mining expansion to focus on AI cloud and HPC, landing a landmark Microsoft deal and aggressively scaling GPU capacity.

Long-term contracts, GPU expansion, and analyst optimism suggest upside despite fragile neocloud economics and margin risks.


The Fund provides exposure to companies involved in bitcoin mining operations, and doesn’t invest directly in bitcoin. It invests at least 80% of its net assets in securities of companies that derive at least 50% of their revenue or profits from bitcoin mining operations or from providing specialized chips, hardware and software or other services to companies engaged in bitcoin mining.

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