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Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull (BULL) is trending as its latest earnings report sparked community debate, with an initial misreporting of EPS figures leading to frustration and claims of market manipulation, despite the company showcasing strong revenue growth and increasing user engagement. Investors are actively discussing the stock's valuation in light of these mixed signals and ongoing concerns about potential dilution.

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 ($HOOD) is trending due to its 'Take Flight' event revealing new offerings like a Platinum credit card and custodial accounts, sparking community debate over whether these innovations will drive significant growth or prove to be underwhelming amid speculation of further strategic moves.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is trending after reporting strong earnings and an optimistic outlook, primarily driven by accelerating AI demand and expanded hyperscaler partnerships. The community is enthusiastically discussing its significant AI revenue growth targets for the coming years and anticipating positive analyst reactions, solidifying its role in the ongoing AI infrastructure expansion.

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 trending after its CEO's massive $148 million share purchase, widely seen as a strong vote of confidence, alongside reports of early partnership talks with OpenAI for ad sales, igniting community excitement for a rebound and potential short squeeze for the recently pressured stock.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is experiencing sharp volatility amid reports of its inclusion on a U.S. Pentagon list of military-linked firms, which was quickly withdrawn, and ongoing market confusion regarding its earnings release date. Despite these geopolitical and timing uncertainties, community sentiment notes the stock's oversold technicals and significant growth in its Qwen AI division, prompting some investors to buy the dip.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is trending amidst a sharp debate surrounding its new $6 billion At-The-Market equity offering, which is raising fears of significant dilution despite the company's aggressive expansion plans to 150,000 NVIDIA GPUs and a higher AI cloud revenue target. Investors are questioning if the capital raise is a necessary step for imminent large-scale AI infrastructure deals or a sign of deeper financial needs.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigetti Computing is trending following an earnings report that highlighted significantly missed revenue and a substantial net loss, intensifying community debate over its high valuation despite strong cash reserves and a technical milestone in two-qubit gate fidelity.

Shiba Inu (SHIB) is a meme token which began as a fun currency and has now transformed into a decentralized ecosystem. During the initial launch, 50% of the supply was allocated into Vitalik Buterin's ethereum wallet.   As a result of that, Vitalik proceeded to donate 10% of his SHIB holdings to a COVID-19 relief effort in India and the remaining 40% is burnt forever. That donation was worth about $1 billion at that time, which makes it one of the largest donation ever in the world.  What is the Shiba Inu community working on right now? The Shiba Inu team launched a decentralized exchange called Shibaswap with 2 new tokens, LEASH and BONE. LEASH is a scarce supply token that is used to offer incentives on Shibaswap. BONE is the governance token for holders to vote on proposals on Doggy DAO.

Shiba Inu

Shiba Inu is trending due to significant community enthusiasm and strong calls for accumulation, fueled by the anticipation of an 'altcoin season' and broader crypto catalysts like potential regulatory clarity. Enthusiasts are actively discussing factors such as token burning and increased adoption, believing these will drive future price appreciation.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets, Data Centers, and Treasury and Corporate. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The Treasury and Corporate segment includes the company’s proprietary trading and mining activities, as well as the company’s principal investments and related gains and losses. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is trending as its approved $200 million share buyback program and upcoming delisting from TSX to focus on Nasdaq aim to boost investor confidence. The community is actively discussing its potential as a hybrid crypto and AI/HPC data center play, particularly with the anticipation of new hyperscaler tenants for its Helios campus.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD.com is under intense scrutiny ahead of its Q4 earnings, with community sentiment sharply divided between extreme frustration over its prolonged underperformance and bearish outlooks due to anticipated operating losses from new ventures, versus a contrarian view highlighting deep undervaluation and strategic advantages. Despite significant cash reserves and high revenue, the stock consistently lags broader Chinese and global market gains, fueling discussions about its seemingly irrational price action.

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<ul class="summary-bullets"><li>IREN shares dropped about 5% in Wednesday’s after-market session.</li><li>IREN forecast $3.7 billion annualized revenue from its AI Cloud segment this year.</li><li>Stocktwits sentiment for the ticker flipped to ‘bullish’ from ‘bearish.’</li></ul>IREN Ltd. on Wednesday said it is buying 50,000 advanced gaming processing units (GPUs) from Nvidia Corp., which would bring the company’s capacity to 150,000 units and annualized revenue from its AI Cloud segment to over $3.7 billion this year.However, the Australian bitcoin miner and contract data center operator also announced plans to raise up to $6 billion through an at-the-market stock offering to fund its capacity expansion,&nbsp;which proved to be a drag on the stock.<a href="https://stocktwits.com/symbol/IREN">IREN shares</a> declined about 5% in the after-market session, after rising nearly 13% in the regular session.<h2 class="st-heading-2">IREN Defends Moves, Says Capturing AI Opportunity Essential</h2>“Time-to-compute is an increasingly important factor in today’s AI cloud market. Early procurement enables IREN to bring cloud capacity online with greater speed and certainty, ensuring deployment timelines remain on track as customer agreements progress,” the company said in a statement.IREN has emerged as a closely watched stock, given its exposure to AI data centers and bitcoin, two of the market’s most closely tracked themes. In November, the company&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/technology/microsoft-signs-97-billion-contract-with-iren-nvidia-chips-2025-11-03/">signed</a> a $9.7 billion deal to offer its data centers to Microsoft, and a $5.8 billion purchase of data center equipment from Dell.&nbsp;In the last quarter, IREN’s revenue increased year over year to $184.7 million, up from $116.1 million, while net loss increased nearly five times to $0.52 per share.<h2 class="st-heading-2">Retail Investors See Explosive Growth For IREN</h2>On Stocktwits, retail investors dismissed concerns about higher spending and equity dilution, which seemed to be behind the after-market stock decline. The retail sentiment IREN flipped to ‘bullish’ from ‘bearish’ as traders argued that the company’s moves would spark explosive growth.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_05_at_8_04_09_AM_png_3223fd1e03.webp" alt="Screenshot 2026-03-05 at 8.04.09 AM.png" width="703" height="85"><figcaption>IREN entiment and message volume as of March 4 | Source: Stocktwits</figcaption></figure>“Ever heard of ‘you gotta spend money to make money?’ That is all this is,”&nbsp;<a href="https://stocktwits.com/Createausernameplease/message/646620148">said</a> a user. “This business requires lots of capex (and) IREN is looking to be the biggest and most vertically integrated company in this space.”“$IREN expanding capacity to 150k GPU is a strong signal the company is fully leaning into AI infrastructure,”&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/AssafMoneyMaker/message/646626363">said</a> another user. “Technically, the stock has been basing around $39 - $44 for weeks and just bounced back toward $44 (I'm ignoring the AH panic sellers). A move through the mid 40s could open the path to $47 and potentially the $50-$52 area... Holding long and strong!”Meanwhile, the at-the-market offering is for up to $6 billion and gives the company the option to exercise it at will or not exercise at all, a user clarified, saying that investor panic is unwarranted.&nbsp; “You need to chill. Lots of retail will get flushed tomorrow before it bounces back up,” the user&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.stocktwits.com/CliffordCapital/message/646628270">said</a>.As of year-to-date, IREN stock has gained 16%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trade-desk-lands-open-ai-as-customer-report-of-early-ad-sales-talks-sends-battered-stock-flying/cZdQOXURId1">Trade Desk Lands OpenAI As Customer? Report Of Early Ad Sales Talks Sends Battered Stock Flying</a>

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

IREN Stock Drops After $6B Offering, But Retail Bulls Supercharged With Massive Nvidia GPU Buy

The data center company is purchasing 50,000 Nvidia GPUs to expand its AI cloud capacity, but dilution fears weighed on IREN’s stock after the closing bell.

Equity

The data center company is purchasing 50,000 Nvidia GPUs to expand its AI cloud capacity, but dilution fears weighed on IREN’s stock after the closing bell.


IREN (NASDAQ:IREN) Trading 12.8% Higher - Time to Buy?

IREN (NASDAQ:IREN) Stock Price Up 12.8% - Here's Why...

IREN (NASDAQ:IREN) Stock Price Down 6.1% - Here's Why

IREN (NASDAQ:IREN) Stock Price Down 6.1% - Here's Why...

64,850 Shares in IREN Limited $IREN Bought by Oak Grove Capital LLC

Oak Grove Capital LLC acquired a new stake in IREN Limited (NASDAQ:IREN - Free Report) during the 3rd quarter, according to its most recent disclosure with the SEC. The fund acquired 64,850 shares of...

IREN (NASDAQ:IREN) Shares Up 1.1% - Should You Buy?

IREN (NASDAQ:IREN) Trading Up 1.1% - Here's What Happened...

IREN Limited (NASDAQ:IREN) Given Average Rating of "Moderate Buy" by Analysts

Shares of IREN Limited (NASDAQ:IREN - Get Free Report) have been given a consensus rating of "Moderate Buy" by the eighteen ratings firms that are currently covering the company, Marketbeat Ratings...

IREN Limited $IREN Shares Sold by Trivium Point Advisory LLC

Trivium Point Advisory LLC reduced its holdings in shares of IREN Limited (NASDAQ:IREN - Free Report) by 29.3% in the 3rd quarter, according to the company in its most recent 13F filing with the...

Harvest Portfolios Group Inc. Purchases 52,716 Shares of IREN Limited $IREN

Harvest Portfolios Group Inc. increased its position in IREN Limited (NASDAQ:IREN - Free Report) by 51.5% in the 3rd quarter, according to the company in its most recent disclosure with the...

HighTower Advisors LLC Purchases New Stake in IREN Limited $IREN

HighTower Advisors LLC purchased a new stake in shares of IREN Limited (NASDAQ:IREN - Free Report) in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The firm...

IREN Limited $IREN Shares Bought by Envestnet Asset Management Inc.

Envestnet Asset Management Inc. raised its stake in shares of IREN Limited (NASDAQ:IREN - Free Report) by 152.0% during the third quarter, according to its most recent 13F filing with the Securities...

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Investors are fiercely debating the company's colossal $6B At-The-Market offering to fund massive AI infrastructure expansion, sparking both fear of dilution and hopes for explosive growth.

The firm aggressively acquires 50,000 new NVIDIA B300 GPUs, aiming for a total fleet of 150,000 to meet soaring AI compute demand and target over $3.7B in annual recurring revenue by 2026.

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