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SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFi Technologies is experiencing significant volatility as investors weigh strong quarterly earnings and member growth against a cautious outlook that failed to exceed market expectations. The community is sharply divided, with bulls viewing the pullback as a buying opportunity based on solid fundamentals, while bears argue that dilution concerns and ongoing questions regarding the company's valuation continue to weigh on investor sentiment.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is experiencing intense volatility and heavy retail versus institutional engagement as the community debates whether the stock is undergoing a genuine foundry-led turnaround or a speculative pump. Traders are actively monitoring for a potential short squeeze, with many participants fixated on technical price levels and the long-term impact of new strategic partnerships.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood shares are under significant pressure as the company reports a revenue and earnings miss, heavily impacted by a sharp decline in crypto trading activity. Community sentiment is deeply divided, with some investors viewing the pullback as a buying opportunity in a diversifying fintech platform, while others are aggressively shorting the stock due to concerns over weakening retail momentum and perceived lack of institutional support.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy Corp

Bloom Energy is trending as investors aggressively bet on the company to solve critical power constraints for AI data centers, fueled by blowout earnings and expanded hyperscaler partnerships. The community remains highly focused on the firm's role as a primary energy provider for massive infrastructure projects, with active debates centering on whether the stock's valuation is fully justified by this parabolic growth or if it risks a significant retracement.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. It operates through the United States and International geographical segments. The firm offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

The Trade Desk is seeing renewed activity and bullish sentiment as investors eye a potential short squeeze, fueled by substantial insider buying and chatter regarding potential integration with AI leaders. Despite historical volatility and ongoing debate over the company's long-term valuation, the community is closely tracking technical support levels and upcoming earnings for signs of a sustained breakout.

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 Dallas, TX.

United States Antimony Corp.

United States Antimony Corp. is seeing heightened market attention driven by its role in securing domestic mineral supply chains and active community speculation regarding potential government contracts and production updates. Investors are closely monitoring volume patterns while debating the stock's positioning against industry peers amidst broader concerns about market manipulation and short-selling activity.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazon is at the center of investor focus as traders brace for a pivotal earnings release, with intense community discussion centering on whether massive capital expenditures in AI infrastructure will finally translate into bottom-line growth. The stock is trending due to its expanding multi-cloud partnerships and bullish technical momentum, though participants remain deeply divided on whether these AI-driven initiatives justify current valuations or if a sell-the-news event is looming.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Joby Aviation is trending as the community debates its progress in the FAA certification process and recent demonstration flights, with many investors closely monitoring the stock's consolidation patterns while others express frustration over institutional selling and market manipulation. Discussions are centered on the company's competitive standing, long-term infrastructure partnerships in major urban markets, and the potential for upcoming milestones to trigger a rebound from recent lows.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technology is trending as investors weigh significant multi-billion dollar AI infrastructure contracts against persistent concerns regarding transparency and capital structure. The community is actively debating the potential for a short squeeze driven by elevated short interest and low float, while closely monitoring for revenue guidance updates and the execution of major partnerships in India.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

Seagate Technology is experiencing significant momentum driven by robust demand for high-capacity data center storage and AI-related infrastructure expansion. Market participants are actively debating whether the stock's recent sharp appreciation represents a sustainable multi-quarter growth cycle or if the rapid price movement creates short-term exhaustion risk.

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<ul class="summary-bullets"><li>Jack Mallers, CEO of Twenty One Capital, dubbed Bitcoin “perfect money.” But on Tuesday, borrowing against it was pricey.</li><li>Lending markets, he said, were driven by supply and demand, with capital providers evaluating Bitcoin-backed rates against bonds and stocks.</li><li>At some point, institutions will enter the market, and cheaper funding may emerge, Mallers added.</li></ul>Twenty One Capital (XXI) CEO Jack Mallers said on Tuesday that while Bitcoin (BTC) is “perfect money,” but borrowing against it is getting expensive. He added that Strategy’s (MSTR) move from 0% borrowing to double-digit rates reflects a tightening Bitcoin lending market.Speaking at the Bitcoin 2026 conference in a panel discussion, Mallers&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://youtu.be/OWkBqts2NP0?t=28665">explained</a> that borrowing against Bitcoin remained expensive because investors did not want to lose exposure to an asset that could deliver strong long-term returns. Capital providers need to be meaningful.According to Jack Mallers, Saylor's current interest rates accurately represent the whole Bitcoin lending market. He added that investors expect large returns when lending cash, given the opportunity cost of not investing in high-growth assets such as Bitcoin, Nvidia (NVDA), AI firms, and luxury real estate.The Twenty One Capital CEO said that the Bitcoin lending market was shaped by “supply and demand,” not just the quality of collateral. Bitcoin is regarded as high-quality collateral, but lenders compare its returns with those of other opportunities, including government bonds and equities. Companies that used to borrow at near-zero cost now face double-digit rates, he said, pointing to a shift in borrowing conditions across the market.&nbsp;<blockquote>“Michael Saylor used to be borrowing money at 0% do you think that he got sick that and preferred 11%-12%-13%? Probably not, right? He's doing it because there he ran out of people willing to give him money at 0%, and so if you're going to ask someone in the crowd, hey, don't buy bitcoin, buy stretch.”- Jack Mallers, Twenty One Capital (XXI) CEO</blockquote>Mallers said that while cheaper financing could emerge over time as larger financial institutions expand into Bitcoin markets, the current environment shows that such capital has not yet arrived at scale. “We are just not there yet,” he said, describing borrowing costs as structurally elevated for now.<h2 class="st-heading-2">Mallers Clarifies: Not A Shot At Saylor</h2>Some industry players&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/BTCtreasuries/status/2049296498962186412?s=20">criticized</a> Mallers' comments, saying Mallers didn't take into account that "$STRC is perpetual" and has no maturity date and no fixed repayment schedule, which could justify a different cost structure than traditional Bitcoin-backed lending. &nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/jackmallers/status/2049314581043089437" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_04_29_at_6_36_20_AM_png_c671bafa94.webp" alt="Screenshot 2026-04-29 at 6.36.20 AM.png" width="588" height="758"></a><figcaption>Jack Mallers clarifies his stance on Michael Saylor. Source: @jackmallers/x</figcaption></figure>Mallers subsequently&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jackmallers/status/2049314581043089437?s=12">explained</a> that it was “not a diss” to Saylor but rather a general comment about capital costs and market structure. Bitcoin markets are becoming more influenced by traditional financial dynamics, with borrowing, lending, and capital allocation reflecting more mature market circumstances rather than early-cycle behavior, he noted.<a href="https://stocktwits.com/symbol/XXI">XXI’s stock</a> was up over 1% during pre-market hours on Wednesday. On Stocktwits, the retail sentiment around XXI moved to ‘bullish’ from ‘neutral’ while chatter around it moved to ‘normal’ from ‘high’ over the past day.&nbsp;<a href="https://stocktwits.com/symbol/MSTR">MSTR’s stock</a> was up by 2% during pre-market hours. On Stocktwits, the retail sentiment around MSTR moved to ‘bearish’ from the ‘bullish’ zone, while chatter around it moved to ‘normal’ from ‘high’ levels.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-is-the-best-inflation-hedge-says-veteran-macro-trader-paul-tudor-jones/cZBoPFORedu">Bitcoin Is The ‘Best’ Inflation Hedge, Says Veteran Macro Trader Paul Tudor Jones</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Jack Mallers speaks on stage during Bitcoin Conference 2023 at Miami Beach Convention Center on May 19, 2023 in Miami Beach, Florida. (Photo by Jason Koerner/Getty Images for Bitcoin Magazine)

Bitcoin May Be ‘Perfect Money,’ But Capital Is Not Free: Jack Mallers Explains Structural Shift In Crypto Credit

Jack Mallers clarified that his comments were not a criticism of Saylor, but an observation on capital costs and market structure.

Why Bitcoin-Backed Borrowing Is Getting Expensive: Jack Mallers Explains The Market Shift

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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.

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