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AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is currently experiencing heightened volatility and intense community debate as investors react to the completion of Rakuten's planned share sales and growing anticipation for the upcoming quarterly earnings report. While some investors are treating the recent price pullback as a strategic buying opportunity, others are expressing frustration over launch delays and questioning the company's ability to hit its aggressive 2026 satellite constellation targets.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap Inc. is trending as investors weigh strong Q1 earnings results against cautious revenue guidance and the termination of its Perplexity AI partnership. Community sentiment remains deeply divided, with many traders frustrated by stagnant user growth in North America and leadership performance, while others emphasize the company's progress in profitability, free cash flow, and potential long-term value.

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 trending as investors react to extreme volatility following a fiscal Q4 earnings report that triggered a massive after-hours sell-off. The community is sharply divided, with bulls pointing to the company's long-term potential in AI data center demand, while bears argue that the stock's lofty valuation and high-stakes options positioning have created a bubble vulnerable to aggressive profit-taking.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQ is experiencing significant volatility and high trading volume ahead of its earnings report, with the community sharply divided between bulls betting on massive revenue growth and long-term quantum adoption, and bears questioning the company's valuation, cash burn, and accounting methods. Investors are closely watching for updates on commercial momentum, backlog expansion, and potential guidance shifts, as the market anticipates a high-stakes reaction to the upcoming financial results.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovin is experiencing intense volatility and community debate following a mixed shelf offering filing and ongoing reactions to earnings, with investors split between viewing the recent price swings as manipulative trading noise or a prime opportunity to buy into a high-margin AI growth story.

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 experiencing extreme volatility and intense community debate following a short seller report, with investors focused on the company's robust rebuttal and strong fundamentals, including recent label expansion news and high institutional interest. The prevailing community sentiment is split between 'buy-the-dip' conviction from long-term holders and caution surrounding potential near-term price manipulation.

Amprius Technologies, Inc. engages in the development, manufacture, and market of lithium-ion batteries for mobility applications, including the aviation, electric vehicle and light electric vehicle industries. It operates through the following geographical segments: North America, EMEA, and Asia Pacific. The company was founded by Mark C. Platshon in 2008 and headquartered in Fremont, CA.

Amprius Technologies Inc

Amprius Technologies is trending as investors react to strong earnings performance, including a significant purchase order from a new electric mobility customer. The community is actively discussing the company's role as a battery supplier for the drone and defense sectors, while closely monitoring technical levels and warrant exercise triggers as the stock demonstrates continued momentum.

Redwire Corp. manufactures and supplies space equipment. It offers critical space solutions and reliability components for the next generation space economy with IP for solar power generation and in-space 3D printing and manufacturing. It assists its customers in solving challenges of future space missions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwire is facing significant volatility as investors digest heavy institutional selling pressure, specifically from AE Industrials, while simultaneously weighing strong long-term fundamentals like a record contract backlog and growth in defense sector exposure. The community remains deeply divided, with some buyers viewing the current price action as an accumulation opportunity ahead of upcoming earnings, while others fear continued dilution and structural cost challenges.

Fluence Energy, Inc. engages in energy storage products and services, and artificial intelligence-enabled digital applications for renewables and storage. Its storage includes Smartstack, Gridstack Pro, Grisdtack, and Ultrastack. The company was founded on June 21, 2021, and is headquartered in Arlington, VA.

Fluence Energy Inc - Ordinary Shares - Class A

Fluence Energy is experiencing significant momentum and investor interest, fueled by a record-breaking $5.6 billion backlog and major supply agreements with hyperscalers that validate the massive demand for utility-scale energy storage in the AI and data center era. While some investors remain cautious of past margin volatility, the community is actively debating the company's transition into a backlog-backed growth phase, with many highlighting potential for a short squeeze as the stock re-rates on long-term visibility.

The Internet Computer is a decentralized cloud blockchain designed to run applications, websites, and backend systems fully on-chain. Its architecture provides robust security, resilience, and built-in multi-chain support.  A key focus of the network is enabling a “self-writing cloud,” where AI tools allow users generate applications through natural-language instructions.  Developers and users can experiment with the platform using AI app-generation tools like caffeine.ai or by writing serverless code directly through online IDEs such as icp.ninja.  The ICP token is used to pay for computation (through a burn-based model) and to participate in network governance through staking.

Internet Computer

Internet Computer is generating buzz as investors focus on its real-world utility in decentralized cloud infrastructure, sovereign subnets, and AI integration via Caffeine.ai. While some community members remain frustrated by long-term price performance and tokenomics, others are actively accumulating tokens, viewing current valuation levels as an undervalued entry point for its long-term development milestones.

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<ul class="summary-bullets"><li>Core Scientific said it plans to scale its Muskogee campus to 1.5 gigawatts of total power capacity, positioning it among the largest U.S. data center projects.</li><li>It stated that the acquisition of Polaris DS LLC will add 440 MW of operational capacity, with the deal expected to close in Q3 2026.</li><li>A 70 MW facility at the site is already leased and built for NVIDIA’s GB300 platform, with operations expected in Q2 2026.</li></ul>Core Scientific (CORZ) stock hit a record high on Wednesday after the company announced its plans to transform its Muskogee, Oklahoma campus into one of the&nbsp;largest data center buildouts in the country.The Austin-based company, which made its name in Bitcoin (BTC) mining before pivoting hard into AI infrastructure, said the project will target 1.5 gigawatts (GW) of gross power capacity.&nbsp;<a href="https://stocktwits.com/symbol/CORZ">CORZ’s stock</a> jumped over 10% in afternoon trade to around $24.55, paring gains after reaching a record high of over $25. Retail sentiment around the company on Stocktwits rose to ‘extremely bullish’ from ‘bullish’ territory over the past day. Chatter rose to ‘high’ from ’normal’ levels.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_06_123916_png_9d3e405586.webp" alt="Screenshot 2026-05-06 123916.png" width="1267" height="150"><figcaption>CORZ retail sentiment and message volume on May 6 as of 12:35 p.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Why Is CORZ Stock Rallying Today?</h2>Core Scientific also announced plans to acquire Polaris DS LLC, which gives access to 440 megawatts (MW) of power that’s already running. The deal is expected to close in the third quarter of 2026, funded from existing liquidity.The company said the recent acquisition is just one part of a much bigger strategy. It added that the Muskogee campus already has one active tenant, with a 70 MW facility leased and built to support NVIDIA’s GB300 platform. The site is currently in final testing and is expected to become operational in the second quarter of 2026.Core Scientific also said that it is already studying ways to increase its power capacity from the grid, has secured about 250 acres of land for future development, and has started building a second data center. This new facility will provide 82.5 megawatts (MW) of capacity, though it does not yet have a tenant. It is expected to be ready by late 2027."As our second expansion applying this approach, we are demonstrating the scalability of our model while growing a strategically important campus to support a broad range of high-density compute deployments," said CEO Adam Sullivan.<h2 class="st-heading-2">‘Behind-the-Meter Strategy’ Aims To Avoid Grid Bottlenecks</h2>The company said a key part of the expansion plan is using a “behind-the-meter” power setup, which means generating or sourcing electricity directly on-site instead of relying fully on the public grid. It explained this approach helps avoid delays that have slowed data center growth in places like Virginia and Texas.The Muskogee expansion reflects Core Scientific’s broader transition from Bitcoin mining toward AI infrastructure and compute services. The company still holds around 2,537 BTC on its balance sheet, valued at around $207 million at&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s current price</a> of $81,600. Bitcoin edged 0.6% higher in the last 24 hours, paring gains after hitting a fresh three-month high of over $82,500 earlier in the day.While Bitcoin mining remains part of Core Scientific’s operations, the company’s capital allocation and development pipeline are increasingly focused on long-term infrastructure tied to enterprise and hyperscale customers.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/hut-stock-eyes-record-high-above-100-after-10-billion-deal/cZQzdHVReaw">HUT Stock Eyes Record High Above $100 After $10 Billion Texas AI Data Center Deal</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the Core Scientific Inc. logo is seen displayed on a smartphone screen. 

CORZ Stock Soars To Record High On Oklahoma Data Center Plan Reaching Gigawatt Scale

Core Scientific stock rose more than 10% to hit a record high of over $25 on Wednesday, following its Oklahoma expansion announcement.

Cryptocurrency

<ul class="summary-bullets"><li>Oppenheimer &amp; Co. raised its ownership stake in Bitcoin miner TeraWulf by about 45% in the fourth quarter, bringing its total holdings to 140,101 shares, worth around $1.61 million.</li><li>Analysts anticipate revenue of about $34.25 million and a $0.16 per share quarterly loss.</li><li>Morgan Stanley has set a price target of $37, while broader analyst estimates range from $20 to $41.50.</li></ul>Oppenheimer &amp; Co (OPY) significantly increased its exposure to Bitcoin miner TeraWulf (WULF) in the first quarter of 2026, boosting its stake by over 45% as institutional interest in crypto-linked infrastructure continues to build.According to the SEC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/822581/000082258126000001/0000822581-26-000001-index.htm">filing</a>, the firm added 63,571 shares during the quarter, bringing total holdings to 203,672 shares, valued at approximately $2.94 million at the end of the period. Before the recent purchase, Oppenheimer &amp; Co. held 140,101 shares of TeraWulf at the end of the fourth quarter.&nbsp;<a href="https://stocktwits.com/symbol/WULF">WULF’s stock</a> was up over 6% during midday trading hours. On Stocktwits, the retail sentiment around WULF moved to the ‘extremely bullish’ from ‘bullish’ zone, while chatter around it shifted to ‘normal’ from ‘high’ over the past day.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_06_at_11_50_07_AM_png_85565e2201.webp" alt="Screenshot 2026-05-06 at 11.50.07 AM.png" width="940" height="100"><figcaption>HYPE retail sentiment and message volume on May 6 as of 11:50 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Analysts Remain Bullish On WULF</h2>Analysts remain generally bullish about TeraWulf, with Morgan Stanley commencing&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/morgan-stanley-big-upside-wulf-cifr-mara-bitcoin-miners/cZBNsvQRePW">coverage</a> last month with an "Overweight" rating and a $37 price target, highlighting the company's potential in AI infrastructure.Wall Street's average price&nbsp;target for the company is now between $26 and $27, with some optimistic predictions pointing to a potential upside of $41.50, according to KoyfinAI. Analysts predict robust revenue growth for the Bitcoin miner and data center operator, with consensus forecasts of $326.8 million in FY2026 and roughly $975 million in FY2027, and $1.29 billion in FY2028.<h2 class="st-heading-2">Institutional Backing Strengthens Narrative</h2>Institutional support for TeraWulf has extended beyond Oppenheimer’s increased position. TeraWulf&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.globenewswire.com/news-release/2026/04/16/3275801/0/en/TeraWulf-Announces-Closing-of-Common-Stock-Offering.html">entered</a> into an Underwriting Agreement with Morgan Stanley as representative of the underwriters for a public offering of common stock last month. The company sold 54,510,000 shares, including the overallotment, at $19.00 per share, generating approximately $1,004.3 million (roughly $1 billion) in net proceeds.<h2 class="st-heading-2">Short Squeeze Talk Builds As Positioning Tightens</h2>At the same time, market participants have increasingly pointed to positioning dynamics that could drive volatility. Some Stocktwits users&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/PittsburghTrader/message/652420084">noted</a> that both TeraWulf and Applied Digital (APLD) have been rallying in tandem.&nbsp;<stembedurl>https://stocktwits.com/PittsburghTrader/message/652420084</stembedurl>With both stocks moving higher simultaneously, the trader said the setup could increase pressure on overlapping short positions.Read also:<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-bearish-positioning-short-93000-squeeze-target/cZQz7VuReOB"> Bitcoin Bears Crowd In: Analysts Warn A Violent $93K Squeeze Could Be Next</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)

Oppenheimer Makes Big Bet On WULF With 45% Stake Increase — Retail Traders Lookout For A Short Squeeze

 As WULF stock shot up by over 6, users on Stocktwits flagged potential short-squeeze risk amid bullish momentum.

Equity

As WULF stock shot up by over 6, users on Stocktwits flagged potential short-squeeze risk amid bullish momentum.


<ul class="summary-bullets"><li>Cipher Mining reported a net loss of $114 million and a 29% year-over-year decline in mining revenue.</li><li>The balance sheet showed Cipher actively reducing its Bitcoin exposure, with holdings and mining assets both declining during the quarter.</li><li>The company also announced&nbsp;that a $200 million credit facility will support the development of AI-focused data center infrastructure.</li></ul>Shares of Cipher Digital&nbsp;(CIFR) jumped more than 9% in morning trade on Tuesday despite the company reporting first-quarter results that fell short of Wall Street expectations.The company reported a loss of $0.28 per share on revenue of $35 million. Wall Street was expecting a loss of $0.04 per share on revenue of $36 million for the first quarter (Q1), according to Koyfin data. Cipher also posted a net loss of $114 million and adjusted earnings before interest, taxes, depreciation, and&nbsp;amortization (EBITDA) of negative $48 million for the quarter.<a href="https://stocktwits.com/symbol/CIFR/">CIFR’s stock</a> rose as much as 9.2% in morning trade. On Stocktwits, retail sentiment around the Bitcoin (BTC) pivoting to infra flipped to ‘bullish’&nbsp;from ‘bearish’ over the past&nbsp;day. Chatter rose to ‘high’ from ‘low’ levels.&nbsp;<h2 class="st-heading-2">Earnings Miss Overshadowed By Strategic Pivot</h2>While the headline numbers disappointed, retail investors on Stocktwits appeared more focused on Cipher’s transition away from a pure Bitcoin (BTC) mining model.&nbsp;<stembedurl>https://www.stocktwits.com/Jorlev/message/652268598</stembedurl><stembedurl>https://www.stocktwits.com/PandoraCarnegie/message/652281760</stembedurl>Cipher’s Bitcoin mining revenue fell 29% year over year, reflecting both industry conditions and the company’s deliberate repositioning. The company has been reducing its exposure to Bitcoin-related operations over the past two quarters, a shift visible across its balance sheet.Bitcoin holdings declined from $125 million to $76 million in Q1. Assets classified as miners held for sale dropped from $94 million to $30 million, with the company taking a $7.4 million loss in the process.<h2 class="st-heading-2">Credit Facility Supports Expansion Beyond Mining</h2>Cipher also announced on Tuesday that it had secured a $200 million revolving credit facility backed by a syndicate of global financial institutions. Unlike traditional mining-related financing, the facility is structured to support broader infrastructure development.Chief Executive Officer Tyler Page said the capital will help fund the equity portion of the company’s third AI-focused data center campus. The company has already signed a lease for this third campus with an investment-grade hyperscale tenant.<stembedurl>https://www.stocktwits.com/Waleediv/message/652272300</stembedurl>Construction progress is also advancing. The Barber Lake site reached a key milestone in April, with core structural work completed and mechanical and electrical systems underway. At the Black Pearl campus, Phase I is being retrofitted while Phase II site work began earlier this month.<h2 class="st-heading-2">CIFR Stock Trades With Bitcoin Despite Business Shift</h2>Despite the pivot, Cipher’s stock continues to trade in line with Bitcoin-related equities.<stembedurl>https://www.stocktwits.com/24_7Markets/message/652272664</stembedurl>At&nbsp;<a href="http://stocktwits.com/coins/bitcoin">Bitcoin’s current price</a> of over $81,000, BTC mining remains profitable for the company. Cipher reported cost of revenue of $17.7 million against $34.8 million in mining revenue, implying a gross margin of roughly 50% in that segment.However, management has made clear that mining is no longer the company’s primary growth engine. Instead, the focus is shifting toward data center development and high-performance computing.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/blsh-stock-tumbles-after-4-2-billion-all-stock-bet-on-equiniti/cZQwDnUReBA">Why Bullish's $4.2B Deal Is Sending BLSH Stock Lower Despite A Crypto Rally?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

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

CIFR Stock Jumps Despite Q1 Earnings Miss – Bitcoin Mining Exit Fuels AI Repricing Story

Cipher Mining shares rose more than 9% despite missing Wall Street estimates on both earnings and revenue.

Why Is CIFR Stock Rising Despite Q1 Earnings Miss?

<ul class="summary-bullets"><li>Keefe Bruyette raised Hut 8’s price target to $89 from $75 while maintaining an Outperform rating.</li><li>Citizens boosted its Hut 8 target to $100 from $65 following a meeting with the company’s CFO.</li><li>Keefe Bruyette also lifted Cipher Mining (CIFR)’s price target to $23 from $20, reiterating its Outperform rating.</li></ul>Hut 8 (HUT) and Cipher Mining (CIFR) both fell more than 4% in pre-market trading on Tuesday, but Wall Street is getting more bullish on these stocks as the Bitcoin mining space leans into artificial intelligence (AI) and data center infrastructure.Analysts at Keefe Bruyette raised price targets for HUT and CIFR, citing fundamentals and a strategic shift toward high-performance computing infrastructure.Keefe Bruyette lifted its price target on Hut 8 to $89 from $75 and kept its ‘Outperform’ rating. The firm also raised its target on Cipher Mining to $23 from $20, keeping its bullish stance on the stock.Hut 8 received a more aggressive upgrade from Citizens in a separate note, with a price target of $100, up from $65, and an ‘Outperform’ rating. The call followed a meeting with the company's CFO, Sean Glennan, which the firm said strengthened their confidence in Hut 8's transition beyond conventional Bitcoin (BTC) mining.&nbsp;<h2 class="st-heading-2">HUT’s Google-AI Data Center Pivot Is Driving The Bullishness</h2><a href="https://stocktwits.com/symbol/HUT">HUT’s stock</a> was trading at $72 in midday trade, indicating analysts see an upside of over 23%. On Stocktwits, retail sentiment around HUT dropped to ‘bearish’ from the ‘neutral’ zone, while chatter remained at ‘high’ levels over the past day.Analysts noted Hut8’s move to supply infrastructure to hyperscalers and other compute-heavy clients, positioning the business to benefit from increased demand tied to AI and data center growth.&nbsp;Hut 8 had&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hut-three-billion-bonds-google-linked-ai-data-center/cZBNwfJRePZ">reportedly said</a> it would raise funds for a 245-megawatt data center in Louisiana by issuing project-level notes, expiring in 2042, through a subsidiary, similar to what Marathon Digital Holdings (MARA) did last year. Both Fitch and S&amp;P gave the deal a preliminary BBB rating, and it was structured more like an infrastructure financing than usual miner debt, with revenue expected to reach $171 million in the first full year of operation and climb to about $547 million by 2041.<h2 class="st-heading-2">CIFR Stock Sees Bullish Upgrade</h2>While&nbsp;<a href="https://stocktwits.com/symbol/CIFR">CIFR’s stock</a> was trading at $17 in midday trade, indicating an upside of over 35% that analysts expect. On Stocktwits, retail sentiment around CIFR remained in the ‘neutral’ zone, while chatter stayed in ‘neutral’ levels over the past day. On Monday, Morgan Stanley (MS) also&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/morgan-stanley-big-upside-wulf-cifr-mara-bitcoin-miners/cZBNsvQRePW">raised</a> Cipher Mining’s stock price target to $40.50, an upside of 135% from its current price.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/secs-atkins-stuck-in-1930s-era-rules-calls-for-overhaul/cZB8MFKRe5H">SEC’s Atkins Says Crypto Is Still Stuck In ‘1930s-Type’ Era Rules, Calls For Overhaul</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a visual representation of the digital cryptocurrency Bitcoin is displayed in front of a Bitcoin course's graph on January 11, 2024 in Paris, France. (Photo illustration by Chesnot/Getty Images)

HUT, CIFR Stocks: Retail Pulls Back But Wall Street Sees Big Upside Ahead

The upgrades come after Hut 8’s $3 billion bond deal to finance a Google-linked AI data center.

Bitcoin Miners Or AI Plays? Why Analysts Are Repricing These Two Crypto Stocks

The upgrades come after Hut 8’s $3 billion bond deal to finance a Google-linked AI data center.


Representation of Bitcioin cryptocurrency is seen in this illustration photo taken in Krakow, Poland on March 13, 2025. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

GLXY, RIOT, KEEL Stocks Dip Despite ‘Buy’ Rating From Chardan – Retail Traders Celebrate The Catalyst

Despite optimism, KEEL shares fell over 6% intraday, showing a disconnect between sentiment and price action.

<ul class="summary-bullets"><li>Morgan Stanley raised price targets for TeraWulf to $41.50 and Cipher Mining to $40.50 on Monday, maintaining ‘Overweight’ ratings on both stocks.</li><li>Analyst Stephen Byrd said Bitcoin-to-data center conversion valuations were becoming “increasingly attractive,” pointing to strong upside potential.</li><li>The firm also lifted&nbsp;MARA&nbsp;Holdings’ target to $8.50 from $8 but kept an&nbsp;‘Underweight’ rating, signaling a more cautious stance on the miner.</li></ul>Morgan Stanley raised its price targets for several Bitcoin (BTC) mining companies on Monday, citing improving valuations tied to their transition to data center operations.Analyst Stephen Byrd lifted the price target on TeraWulf (WULF) to $41.50 from $37 and on Cipher Mining (CIFR) to $40.50 from $38, maintaining an ‘Overweight’ rating on both stocks. The analyst argued that the valuations tied to Bitcoin miners converting capacity into data center operations were becoming “increasingly attractive,” with “significant base case upside.”TeraWulf and Cipher Mining were trading high on Monday morning.&nbsp;<a href="https://stocktwits.com/symbol/WULF">WULF’s stock</a> was up over 3% in morning trade. On Stocktwits, the retail sentiment around WULF moved to ‘bearish’ from ‘neutral’ while chatter around it decreased to ‘low’ from ‘normal’ over the past day.&nbsp;Similarly,&nbsp;<a href="https://stocktwits.com/symbol/CIFR">CIFR’s stock</a> was up by 1% in morning trade. On Stocktwits, the retail sentiment around CIFR moved to ‘neutral’ from ‘bullish’ while chatter around it stayed ‘normal’ over the past day.<h2 class="st-heading-2">MARA Lags Despite Target Increase</h2>The investment bank also raised its price target on MARA Holdings (MARA) to $8.50 from $8 but maintained an ‘Underweight’ rating, indicating a more cautious outlook relative to peers.<a href="https://stocktwits.com/symbol/MARA">MARA’s stock</a> price was down by 0.3% in morning trade. On Stocktwits, the retail sentiment around MARA moved to ‘bearish’ from ‘neutral’ while chatter around it remained ‘high’ over the past day.<h2 class="st-heading-2">Data Center Pivot Gains Attention</h2>Morgan Stanley’s bullish stance on certain Bitcoin mining companies comes as many firms have&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/hut8-shares-surged-more-than-doubled-in-six-months/cmxuTYwR4R1">shifted</a> toward high-performance computing (HPC) and artificial intelligence (AI) infrastructure over the past few months.&nbsp;Some examples include Hut 8 Corp (HUT), Riot Platforms (RIOT), and Iren Limited (IREN), which have announced similar initiatives to diversify beyond traditional Bitcoin mining.Read also:<a href="https://stocktwits.com/news-articles/markets/equity/peter-schiff-warns-bitcoin-strategy-risks-financial-ruin-for-investors/cZBNqUhRePJ"> Peter Schiff Warns Saylor’s Bitcoin Strategy Risks 'Financial Ruin' For Investors</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Wells Fargo reportedly downgraded Morgan Stanley to ‘Underweight’ from ‘Equal Weight’ 

Morgan Stanley Sees Big Upside In WULF, CIFR, MARA After Bitcoin Miners Pivot To AI Data Centers

Many top companies like Hut8 Corp and Riot platforms have moved into HPC and AI infrastructure, in an attempt to diversify beyond traditional Bitcoin mining.

<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.

<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. 

<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.

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.

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.

Valkyrie ETF Trust II - CoinShares Bitcoin Mining ETF

Still early innings

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Consolidation due before next leg up

Memory stocks have surged over the past year - is the run overdone or still early innings?

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