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Uniting the six native Japanese dog breeds. Kendu is the keeper of peace, the preserver of life, and the protector of unity. Join the pack!!

Kendu

Kendu Crypto is trending due to its exceptionally active community relentlessly building a real-world, permissionless brand through initiatives like KENDU SPICE and frequent IRL events. This strong conviction drives continuous discussion, with members consistently advocating for dollar-cost averaging and accumulating the token even amidst market dips.

SSgA Active Trust - State Street SPDR S&P 500 ETF Trust

SPY is trending amid escalating conflict in the Middle East and concerns over rising oil prices, sparking community debate between those highlighting market manipulation through overnight drops and intraday pumps, and others anticipating continued bullishness despite global uncertainty.

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 following its Q4 earnings report, where initial confusion over a widely misreported EPS miss quickly shifted to recognition of a revenue beat and strong growth in customer assets. The community is now intensely debating whether these improving fundamentals make Webull an undervalued fintech opportunity, contrasting its performance against competitors like Robinhood amidst ongoing concerns about stock dilution and perceived market manipulation.

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 following a massive insider share purchase by CEO Jeff Green, signaling strong executive confidence, alongside widespread rumors of an OpenAI partnership for ad sales. The community is buzzing with speculation about a potential short squeeze for the recently oversold stock, viewing these developments as a significant catalyst amidst competitive pressures in the ad-tech sector.

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 trending amidst widespread investor frustration over a continuously delayed earnings report and an overwhelmingly bearish market sentiment toward Chinese equities. Despite positive news regarding its Qwen AI app's user surge and model upgrades, concerns about management, AI division leadership changes, and broader China macro slowdowns are fueling selling pressure.

SSgA Active Trust - State Street SPDR Dow Jones Industrial Average ETF Trust

The Dow Jones Industrial Average ETF (DIA) is experiencing high volatility amid escalating geopolitical tensions in the Middle East, with community sentiment sharply divided between concerns over potential oil supply disruptions and a broad market "liquidation event," and expectations for a "relief rally" on hopes of de-escalation.

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 (UAMY) is trending as the community reacts to a $27 million investment from the Department of War aimed at bolstering domestic antimony production for critical defense applications. This strategic backing, alongside the recent announcement of a significant $4.6 billion estimated tungsten deposit, highlights the company's crucial role in securing vital US critical mineral supply chains amidst heightened global demand.

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 trending as investors anxiously await its upcoming earnings, sparking debate over its deep undervaluation and strong direct retail model, even as community sentiment remains cautious amidst intense competition and broader concerns about Chinese equities.

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 faces intense scrutiny following a revenue miss and widening losses in its recent earnings report, fueling community frustration over its multi-billion dollar valuation compared to modest sales and perceived delays in key technology goals. However, the company's substantial cash reserves and recent multi-million dollar quantum hardware orders from international and US government agencies continue to draw speculative interest in the long-term potential of the quantum computing industry.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zeta Global is trending following its Q4 earnings, marking its 18th consecutive beat and raise and achieving GAAP profitability, which the community views as a significant milestone for the AI-powered marketing platform. Investors are discussing its 'undervalued' status and potential as a market disruptor, especially noting its competitive edge against rivals like The Trade Desk, despite some frustration over the stock's price action post-earnings.

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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...

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.

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IREN Limited

The company has entered agreements for 50,000 new Nvidia B300 GPUs, expanding its total fleet to 150,000 and targeting over $3.7 billion in annualized AI cloud revenue by 2026.

A newly announced $6 billion "At-The-Market" (ATM) equity offering sparks heated debate among traders about potential share dilution versus the necessity for capital to fund massive AI infrastructure expansion.

Investors eagerly anticipate announcements of major hyperscaler contracts, speculating that the recent capital raise and GPU expansion are strategic moves to secure significant new deals for AI compute capacity.

Community sentiment highlights the company's transformation from a Bitcoin miner to a vertically integrated AI cloud powerhouse, aiming to be a dominant player in the AI compute sector.

Intense bullish and bearish sentiment continues, with some traders believing the recent market action could lead to a short squeeze, while others predict further downside following the dilution news.

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