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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is facing intense selling pressure driven by two recent court rulings that found the company liable for addictive design features and inadequate safety protections, effectively bypassing traditional liability shields. The community is sharply divided, with bearish traders predicting a structural decline toward lower support levels due to the threat of thousands of follow-on lawsuits, while long-term investors are debating whether the sell-off presents a buying opportunity based on the company's strong cash flow and current valuation.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsoft is facing intense downward pressure and negative sentiment, with community members expressing frustration over a prolonged sell-off that has erased recent gains. Many investors are debating whether the current price represents a generational buying opportunity or if the stock is trapped in a structural downtrend amid broader macroeconomic concerns and skepticism regarding the company's aggressive AI-related capital expenditures.

Carnival Corp. engages in the operation of cruise ships. It operates through the following business segments: North America Cruise Operations, Europe Cruise Operations, Cruise Support, and Tour and Others. The North America Cruise Operations segment includes the Carnival Cruise Line, Holland America Line, Princess Cruises, and Seabourn. Europe Cruise Operations segment consists of AIDA, Costa, Cunard, and P&O Cruises (UK). The Cruise Support segment represents port destinations and private islands for the benefit of its cruise brands. The Tour and Other segment operates hotel and transportation operations of Holland America Princess Alaska Tours. The company was founded in 1972 and is headquartered in Miami, FL.

Carnival Corp. - Ordinary Shares (Paired Stock)

Carnival Corp

Carnival Corp is facing downward pressure as investors weigh strong operational fundamentals against the geopolitical instability in the Middle East and rising oil prices. While the community is actively debating whether these concerns are overblown given the company's solid bookings and reduced Middle Eastern exposure, sentiment remains sharply divided between those viewing the pullback as a buying opportunity and those fearing further macro-driven volatility.

ADMA Biologics, Inc. operates as a biopharmaceutical company, which is engaged in manufacturing, marketing, and developing specialty plasma-derived biologics. The firm operates through the following business segments: ADMA BioManufacturing and Plasma Collection Center. The ADMA BioManufacturing segment consists of immune globulin manufacturing and development operations. The Plasma Collection Center consists of source plasma collection facilities. The company was founded by Adam S. Grossman and Jerrold B. Grossman on June 24, 2004 and is headquartered in Ramsey, NJ.

Adma Biologics Inc

ADMA Biologics is currently trending due to a vigorous public rebuttal against a short-seller report, with the company providing data-backed evidence to refute claims of channel stuffing and business malpractice. Investors are actively debating the long-term outlook, with many expressing strong confidence in management's growth trajectory and share buyback strategy while keeping a close watch on stock volume and potential institutional support.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unity Software is seeing high volatility and intense short-selling pressure as the community debates whether the stock is an oversold buying opportunity or a declining asset facing disruption from AI. Investors are actively tracking upcoming product catalysts like the AI beta unveil, the potential divestiture of its China business, and improved EBITDA margins as key signals for a long-term turnaround.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike shares are facing heightened volatility as investors weigh a recent earnings report against concerns that AI-driven threats are intensifying market competition. While the community remains divided, active discussions focus on whether these security headwinds represent a fundamental valuation reset for the cybersecurity sector or a temporary overreaction to shifting AI dynamics.

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

SPY is trending due to heightened volatility and selling pressure driven by escalating geopolitical tensions in the Middle East and concerns over rising Treasury yields and energy prices. The community remains deeply divided, with some investors betting on a relief rally and others bracing for a deeper market correction as they debate the impact of current administrative policies on the long-term stability of the economy.

Palo Alto Networks, Inc. engages in the provision of network security solutions to enterprises, service providers, and government entities. It operates through the following geographical segments: the United States, Israel, and Other Countries. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is facing significant volatility as investors weigh the company's strong earnings against concerns over rising integration costs and a softened profit outlook. The community is actively debating whether these headwinds are temporary fiscal adjustments or early indicators of broader sector pressure from next-gen AI, with many traders looking for a bottoming point to capitalize on long-term cybersecurity demand.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit is seeing increased investor attention as a major new ad partnership with Pacvue and significant insider stock purchases by a board member help the price recover after recent sell-offs. The community remains deeply divided, with many traders focused on the potential for a short squeeze while others continue to debate the impact of ongoing insider selling and concerns regarding user authenticity.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet is trending as investors weigh recent legal setbacks regarding youth safety alongside broader market concerns over AI infrastructure spending and geopolitical tensions. Despite the negative sentiment, the community remains deeply divided, with some traders hunting for dip-buying opportunities in the mega-cap name while others warn of potential downside risks due to tightening consumer spending and intensifying product-liability litigation.

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<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.

Cryptocurrency

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.

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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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Metals, shipping and rare earth ETFs like SLVP, BWET and SETM led 2025, and SPY has gained 14.8% YTD despite AI, tariff and rate jitters.

<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.


<ul class="summary-bullets"><li>BTIG forecasts that Ethereum’s price could rise to $3,400.</li><li>It said crypto miners like Cipher Mining and Terawulf have shown ‘impressive’ gains despite the broader sell-off.</li><li>Bitcoin’s price is still nearly 27% below its all-time high of over $126,000 seen in October, earlier this year.&nbsp;</li></ul>Bitcoin (BTC) may reportedly be regaining the momentum needed to approach the $100,000-mark again, according to a new call from BTIG.“After a -36% peak-to-trough decline, we think Bitcoin is now poised to continue its reflex rally at least back towards 100k,” stated BTIG analyst Jonathan Krinsky, according to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2025/11/28/bitcoin-set-to-rally-back-to-100000-btig-says.html">report</a>.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> rose nearly 2% in the last 24 hours, trading at around $92,680. On Stocktwits, retail sentiment around the apex cryptocurrency trended in ‘bullish’ territory over the past day as chatter dipped to ‘normal’ from ‘high’ levels.&nbsp;Despite the recovery, Bitcoin’s price is still nearly 27% below its all-time high of over $126,000 seen in October, earlier this year.&nbsp;<h2 class="st-heading-2">Ethereum Price Prediction</h2>In addition to Bitcoin, BTIG analysts predicted that Ethereum’s (ETH) price could climb back up to $3,400 after the leading altcoin recovered to the $3,000 mark over Thanksgiving.&nbsp;On Friday,&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> edged 0.5% higher over the past 24 hours. On Stocktwits, retail sentiment around ETH trended in the ‘bearish’ zone over the past day.&nbsp;<h2 class="st-heading-2">Crypto Mining Stocks Rebound&nbsp;</h2>BTIG also reportedly noted that Cipher Mining (CIFR) and Terawulf (WULF) are “showing impressive performance during the crypto pullback.”&nbsp;<a href="https://stocktwits.com/symbol/CIFR">Cipher Mining’s stock</a> gained more than 7% in morning trade on Friday, while&nbsp;<a href="https://stocktwits.com/symbol/WULF">Terawulf’s stock</a> rose more than 5.5%. On Stocktwits, retail sentiment around CIFR remained in ‘bearish’ territory amid ‘low’ levels of chatter over the past day, and retail sentiment around WULF was in the ‘bullish’ zone, with chatter dipping to ‘low’ from ‘normal’ levels.The analysts noted that their crypto miner index has maintained support and could rise another 15% before hitting stronger resistance.<h2 class="st-heading-2">What’s Shaping Crypto Positioning?</h2>In its note, BTIG said investors are rotating from risk-on exposures into risk-off assets, including gold, reflecting concerns about stretched valuations in artificial intelligence stocks, which share a significant investor base with crypto.It added that traders are also navigating mixed U.S. economic data released in recent federal reports.&nbsp;The third factor, according to BTIG, is that long-term Bitcoin holders are continuing to sell portions of their positions, reflecting a widely held view that Bitcoin follows a recurring four-year cycle tied to its scheduled programmatic supply reductions.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crcl-stock-rises-after-half-billion-usdc-mint-on-solana-following-tether-downgrade/cL5adeSREL0">CRCL Stock Rises After Half-Billion USDC Mint On Solana Following Tether Downgrade</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A Bitcoin Accepted Here sticker is seen at Pubkey Bar on February 29, 2024 in New York City. (Photo by Michael M. Santiago/Getty Images)

Bitcoin’s ‘Reflex Rally’ Could Bring Price Back To $100,000, Ethereum Poised For Gains Too, Says Analyst: Report

In a note to clients, BTIG reportedly said short-term crypto flows remain sensitive to macro data and shifting risk appetite.

<ul class="summary-bullets"><li>Hive Digital produced 289 BTC in October, up 8% month-over-month and 147% year-over-year.</li><li>Phase 3 Valenzuela expansion in Paraguay brings operational mining capacity to over 24 EH/s.</li><li>Hive’s production growth outpaced Bitcoin network difficulty increase.</li></ul>Hive Digital’s (HIVE) stock jumped in pre-market trade on Monday after the company announced its highest Bitcoin (BTC) production numbers this year.The company also confirmed the completion of its Phase 3 Valenzuela expansion in Paraguay, bringing total operational mining capacity to over 24 exahashes/second (EH/s). The company said the expansion happened ahead of schedule and contributed to its record production.<a href="http://stocktwits.com/symbol/HIVE">HIVE’s stock</a> jumped as much as 7% in pre-market trade. However, retail sentiment on Stocktwits dipped to ‘extremely bearish’ from ‘bearish’ over the past day.<h2 class="st-heading-2">Highest Bitcoin Production In 2025</h2>Hive produced 289 Bitcoin in October, which is an 8% increase from last month and a 147% year-over-year rise, marking a new high for 2025. The company said its production growth of 8%, outpaced Bitcoin network difficulty, which increased by 3%.Hive added that its strong mining performance is what is allowing the company to continue its expansion into Tier III+ artificial intelligence (AI) and high-performance computing (HPC) data centers across Canada. An initiative that the company calls the “Great Transformation.”“Our teams are executing on multiple fronts — from finalizing Phase 3 in Paraguay to accelerating our AI data-center buildout in Canada,” said Hive President &amp; CEO, Aydin Kilic. “We’ve built a profitable GPU-driven HPC revenue stream over the past three years, and the momentum continues as we scale both sides of our business: Bitcoin mining and AI compute.”&nbsp;<h2 class="st-heading-2">Operational Hashrate And Earnings Outlook</h2>Later this week, Hive expects to reach approximately 25 EH/s of operational hashrate, once the intermittent curtailment at its Canadian facilities gets wrapped up. The miner is expected to report earning later this week on November 14. According to Koyfin data, Wall Street is expecting Hive to report earnings per share of $0.02 on revenue of $81 million.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/open-ai-reportedly-exploring-consumer-healthcare-push-with-ai-assistants-and-data-tools/cLPcLr2REcy">OpenAI Reportedly Exploring Consumer Healthcare Push With AI Assistants And Data Tools</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

HIVE Blockchain Technologies Ltd logo displayed on a phone screen and representation of cryptocurrencies are seen in this illustration photo taken in Krakow, Poland on January 29, 2023. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

HIVE Stock Gains Pre-Market As Bitcoin Production Hits 2025 Record

Hive produced 289 Bitcoin in October, representing a 147% year-over-year rise and marking a new high for 2025. 

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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