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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Denver, CO.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is trending following its strong Q4 earnings report and significantly raised full-year guidance, driven by accelerating U.S. commercial revenue growth and a high Rule of 40 score. Community discussion is split between those celebrating the impressive AI-driven performance and skeptics questioning if the valuation can be sustained, with many anticipating volatility.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIA is trending as the community actively debates OpenAI's reported dissatisfaction with its chip performance and NVIDIA's reevaluation of a substantial investment, fueling intense speculation about the partnership's future and broader AI sector dynamics.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is trending following its plan to raise up to $50 billion in debt and equity to expand AI cloud infrastructure, which has ignited a polarized discussion among investors. While many express concern over potential dilution and the significant increase in debt, others view this as a strategic, aggressive investment to meet robust AI demand and position Oracle for future growth.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. TeraWulf will generate domestically produced bitcoin powered by nuclear, hydro and solar energy. The company was founded by Paul Prager and Nazar Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulf is trending following strategic acquisitions in Kentucky and Maryland, which more than double its power capacity to 2.8 gigawatts, signaling a significant acceleration in its pivot towards AI/HPC infrastructure. The community is actively discussing the transformative potential of these deals, anticipating a major decoupling from Bitcoin correlation and potential for a short squeeze as the company positions itself as a key power acquisition platform for hyperscalers.

Advanced Micro Devices, Inc. engages in the provision of semiconductor businesses. It operates through the following segments: Data Center, Client, Gaming, and Embedded. The Data Center segment includes server-class CPUs, GPUs, AI accelerators, DPUs, FPGAs, SmartNICs, and Adaptive SoC products. The Client segment refers to the computing platforms, which are a collection of technologies that are designed to work together to provide a more complete computing solution. The Gaming segment is a fundamental component across many products and can be found in APU, GPU, SoC or a combination of a discrete GPU with another product working in tandem. The Embedded segment focuses on the embedded CPUs, GPUs, APUs, FPGAs, and Adaptive SoC products. 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 trending with its earnings report imminent, amidst community discussions of alleged manipulation and conflicting reports regarding potential MI450 chip delays, which many believe is driving a pre-earnings dip for institutional accumulation. The sentiment points to an expectation of strong AI and data center performance, with some speculating on its position against competitors given broader industry news.

United States Antimony Corp. engages in the extraction, processing and sale of antimony, zeolite, silver, and gold products. It operates through the following segments: United States Antimony Operations, Mexican Antimony Operations, Precious Metals Recovery, and United States Zeolite Operations. The company was founded by John C. Lawrence in June 1968 and is headquartered in Thompson Falls, MT.

United States Antimony Corp.

United States Antimony Corp

United States Antimony Corp. is a hot topic as the market anticipates the "Project Vault" initiative and a critical minerals summit, highlighting its crucial role in securing domestic antimony for national security. The community is actively discussing its unique position as the sole US military-grade processor, alongside widespread claims of market manipulation after a rapidly debunked Reuters report caused a sector-wide dip.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

PayPal is a major trending topic as investors hotly anticipate tomorrow's earnings report, with community sentiment sharply divided between those foreseeing a significant downside due to perceived management issues and others highlighting its deep undervaluation, robust share buybacks, and strategic plays in the competitive payments sector.

Rambus, Inc. engages in the provision of cutting-edge semiconductor and Internet Protocol products, spanning memory and interfaces to security, smart sensors and lighting. Its products include Memory Interface Chips, Interface IP, and Security IP. The company was founded by P. Michael Farmwald and Mark A. Horowitz in March 1990 and is headquartered in Sunnyvale, CA.

Rambus Inc.

Rambus (RMBS) is trending due to a significant stock price drop following its latest earnings report, which saw a mixed reaction from investors despite some numbers beating consensus. The community is actively debating whether the sharp decline is an overreaction or a justified correction, considering the company's integral role in memory interface solutions for AI and data centers, and its strong IP licensing revenue.

Teradyne, Inc. engages in the development and sale of automatic test systems. It operates through the following business segments: Semiconductor Test, Robotics, and All Other. The Semiconductor Test segment designs, manufactures, and markets semiconductor test products and services. The Robotics segment includes operations related to the design, manufacturing, and marketing of collaborative robotic arms, autonomous mobile robots, and advanced robotic control software. The company was founded by Alexander V. d'Arbeloff and Nicholas DeWolf in 1960 and is headquartered in North Reading, MA.

Teradyne, Inc.

Teradyne is gaining significant community attention following strong earnings and optimistic guidance, which highlighted robust demand in its semiconductor test segment, especially from AI applications, and increasing traction in its robotics division. The conversation revolves around the company's pivotal role in the accelerating AI infrastructure buildout, with new AI-powered robotics solutions also drawing interest.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

The Walt Disney Company is trending after reporting better-than-expected earnings, fueled by record theme park revenue and strong streaming growth, though the stock has seen a muted reaction as the community debates the broader market environment and anticipates further news regarding CEO succession.

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<ul class="summary-bullets"><li>In Kentucky, TeraWulf has acquired a former industrial site in Hawesville, which has approximately 480 MW of existing power availability.</li><li>In Maryland, where TeraWulf is headquartered, the company has acquired the Morgantown Generating Station.</li><li>This expanded development pipeline supports its growth strategy targeting 250 to 500 MW of new contracted capacity annually.</li></ul><p>Shares of TeraWulf (<a href="https://stocktwits.com/symbol/WULF">WULF</a>) surged more than 10% during extended hours of trading on Monday after the company announced that it is expanding its digital and power infrastructure portfolio.&nbsp;</p><p>The company said it is expanding its portfolio through the acquisition of two strategically located brownfield infrastructure sites in Hawesville, Kentucky and Charles County, Maryland.</p><h2 class="st-heading-2">Details</h2><p>TeraWulf said these acquisitions added about 1.5 gigawatts (GW) of capacity to its portfolio and advanced the company’s strategy of developing energy-advantaged locations with near-term power availability, long-term scalability, and the ability to support customer demand and broader grid needs.</p><p>In Kentucky, TeraWulf has acquired a former industrial site in Hawesville. The site includes more than 250 buildable acres for compute capacity and offers immediate access to robust power infrastructure, the statement said.&nbsp;</p><p>The Hawesville site has approximately 480 megawatts (MW) of existing power availability, with the potential to further expand over time. Development is expected to occur in phases, allowing TeraWulf to scale efficiently alongside customer demand.</p><p>In Maryland, where TeraWulf is headquartered, it has acquired the Morgantown Generating Station. The acquisition establishes TeraWulf’s presence in the Pennsylvania-New Jersey-Maryland (PJM) market and reinforces the company’s strategy of reinvesting in existing energy assets to support grid reliability and long-term economic activity.</p><h2 class="st-heading-2">Portfolio Expansion</h2><p>With the addition of these sites, TeraWulf’s infrastructure portfolio now totals approximately 2.8 GW across five sites, including 642.5 MW of contracted capacity and 2.2 GW of owned pipeline capacity.</p><p>This expanded development pipeline supports its growth strategy targeting 250 to 500 MW of new contracted capacity annually, aligned with customer demand, power availability, and regional grid conditions.</p><p>“These acquisitions reflect our strategy of reinvesting in existing energy infrastructure to support grid reliability, long-term economic activity, and responsible growth,” said Paul Prager, Chairman and Chief Executive Officer of TeraWulf.</p><h2 class="st-heading-2">How Did Stocktwits Users React?</h2><p>Retail sentiment around WULF trended in ‘extremely bullish’ territory amid ‘high’ message volume.&nbsp;</p><p>One bullish user said that “2 additional site announcement today DOUBLES the AI/HPC capacity”.&nbsp;</p><p><stembedurl>https://stocktwits.com/AllMarkets/message/643740254</stembedurl></p><p>Shares in the company have jumped more than 200% over the past 12 months.&nbsp;</p><p>&nbsp;</p>

 In this photo illustration, the TeraWulf (Tera Wulf) logo is seen displayed on a smartphone screen.

Why Is TeraWulf Stock Rallying More Than 10% After Hours?

With the addition of these sites, TeraWulf’s infrastructure portfolio now totals approximately 2.8 GW across five sites.

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The strategic acquisition of new sites in Kentucky and Maryland more than doubles total infrastructure capacity to 2.8 gigawatts, signaling a massive scale-up.

New acquisitions are propelling a major shift towards powering AI/HPC data centers, aiming to decouple valuation from Bitcoin's performance.

Traders are aggressively calling for a massive short squeeze, with many eyeing a swift move past $20, betting against bearish positions.

Significant options activity, including large call purchases before the expansion news, indicates anticipation and strategic plays by informed traders.

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