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Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebiuss Q3 report is driving attention: traders largely call the results a strong beat, but the stock sold off as investors focused on higher planned capital spending, delayed capacity deliveries and a softer near-term outlook. The debate is whether strong AI-cloud demand and longer-term growth guidance outweigh concerns about execution, funding and the cost of expansion.

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

Reports that Nvidias board is weighing CEO Jensen Huangs future amid allegations involving relationships with an executive linked to a suspected Chinese intelligence operation have fueled concern about leadership and national-security risks. Traders disagree on whether Huangs possible departure threatens Nvidias AI business or whether the selloff is an overreaction to headlines, with some viewing the decline as a buying opportunity.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines Q3 results beat expectations, with traders highlighting the record backlog, positive free cash flow and outlook for positive adjusted EBITDA. The reaction is broadly bullish, with some anticipating a short squeeze, while others caution that the earnings-driven rally could fade.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Attention is centered on Ondas Q3 earnings and whether growth in its defense and autonomous-systems business is translating into revenue, improving cash economics, and progress toward profitability. Bulls point to contract momentum and high short interest as potential squeeze fuel, while skeptics cite dilution, losses, and the risk that strong growth still wont satisfy the market.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricors approaching FDA decision on deramiocel for Duchenne muscular dystrophy is driving attention, with traders weighing managements confidence and the refined upper-limb indication against lingering regulatory risk after an unfavorable advisory committee vote. The rally has fueled speculation about short-covering, but approval remains uncertain and some traders warn the move is based on expectations rather than an FDA decision.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

Boost Runs Q3 results are driving attention: traders cite rapid revenue growth, a large contracted backlog and project financing, but also point to a revenue miss. Reactions are divided over whether the backlog can convert into sustained revenue and cash flow, with some viewing the report as a disappointment and others emphasizing the companys growth prospects.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves stronger-than-expected results and raised outlook on AI infrastructure demand sparked a sharp rally, but traders are debating whether growth can overcome heavy debt and losses. Nvidia CEO headlines have added volatility, with some viewing them as a threat to CoreWeaves ties to Nvidia and others dismissing them as a temporary overhang.

Paysafe Ltd. provides online payment solutions. The firm operates through the following segments: Merchant Solutions and Digital Wallet. The Merchant Solutions business segment focuses on card not present and card present solutions for small to medium size business merchants. The Digital Wallet business segment provides wallet based online payment solutions through its Skrill, eCash solutions and NETELLER brands. The company was founded in 1996 and is headquartered in London, the United Kingdom.

Paysafe Limited

Paysafes earnings and outlook are driving debate: some traders point to revenue growth and reaffirmed guidance, while many focus on continued losses, debt and weak profitability, blaming those concerns for the stocks steep decline. Bulls also cite refinancing and debt reduction as potential positives, but skepticism about managements ability to deliver remains dominant.

ERock, Inc. operates, designs, and installs distributed generation power systems. The firm primarily serves data centers, utilities, commercial and industrial businesses. The company was founded on 2006 and is headquartered in Houston, TX.

ERock Inc. - Ordinary Shares - Class A

ERocks Q3 results showed strong revenue growth and a swing to profitability, while management reaffirmed its full-year outlook. Traders largely welcomed the report and highlighted expanding backlog and AI data-center power demand, though some remain cautious about execution and the CEOs track record.

Figure Technology Solutions, Inc. is a blockchain-native capital marketplace, which engages in connecting origination, funding, and secondary market activity. It operates through the following segments: FTI, Markets, and Other. The FTI segment offers Figure Connect which generates ecosystem and technology fees, and originates, sells, and securitizes home equity line of credit (HELOC) loans that it services. The Markets segment utilizes blockchain technology to develop an exchange for digital assets and credit, with new product offerings including providing interest-bearing stable coin deposits. The company was founded by Michael Scott Cagney and June Ou in 2018 and is headquartered in Reno, NV.

Figure Technology Solutions Inc. - Ordinary Shares - Class A

Figure Technology Solutions Inc

Strong Q3 results and outlook for loan marketplace growth are drawing bullish attention, alongside community discussion of an authorized share buyback. Optimism about the business is tempered by debate over short interest and volatile price action.

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Why MSCI Removed MSTR From Its Indexes – And What It Means For Bitcoin Stocks

MSCI confirmed Strategy will be removed from its indexes, prompting concern that index-tracking funds may sell shares and adding pressure amid Bitcoin weakness. Traders debate whether the outflows are already priced in, while bullish voices argue MSTR will ultimately track Bitcoin more than index membership.

The decline appears tied primarily to MSCIs confirmed decision to remove Strategy from its indexes after the November 30 close under its rules for non-operating companies, prompting concern about selling by index-tracking funds. Bitcoin weakness may also be adding pressure.

Fidelity's MSTR Holdings Jump 132% In Q3 — But There's More To Its Bitcoin Bet

Equity

The company had roughly the same amount of convertible notes, with a face value of about $128.5 million.


One annual screening for companies on the watchlist has already failed. If they fail the next one, they may be removed, and crypto treasury firms not included in the indexes cannot be added while failing either of their last two screens.

MSTR Stock In Focus: MSCI Prepares First Index Review Under New Crypto Treasury Rules

Anthony Scaramucci said that holding MSTR security for 4-5 years was going to be rewarding.


Strategy Makes Biggest Bitcoin Purchase Since September, While Bitmine, Strive Slow Down

Strategy bought 1,036 Bitcoin over the past week, marking its second consecutive week of buying.

Digital Credit Market Hits $16 Billion: Can Strategy Scale Up?

MSTR dominates the $16 billion digital-credit market with an 84% share, expanding its preferred securities portfolio while balancing financing costs and dividend commitments.

Michael Saylor Says College Degrees Will Grow 'Less Important': Bitcoin Bull's Career Advice to Young People 'Afraid' of What's Ahead

Michael Saylor, co-founder of Strategy Inc, once suggested that college degrees would lose significance as the internet and personal computers made high-quality education universally accessible.read more...

Bitcoin Breaks Below $76K, Wiping Out Over $1B Crypto Bets: MSTR, BMNR, CRCL, COIN Stocks Tumble Double Digits

Cryptocurrency

Ethereum, Solana, Ripple’s XRP, and Dogecoin saw a steeper drop than Bitcoin in the last 24 hours amid the crypto sell-off.

BTC Tops $80,000: Tom Lee Stays Bullish On Crypto While Michael Saylor Sees Bipartisan Bitcoin Support

BTC critic Peter Schiff called the Bitcoin rally “the most irrational” market reaction, and said a Democratic Congress “will take a hostile stance against crypto.”


Strategy Makes Its Largest Bitcoin Purchase Since September, Keeps Buying Back More STRC

Strategy bought 811 Bitcoin for about $65.5 million over the past week, paying an average of $80,846 per coin.


MSTR Q3 Earnings Call Highlights Digital Credit Expansion

Strategy's Q3 2026 earnings call spotlighted digital credit expansion, stronger liquidity & plans to accelerate Bitcoin accumulation through preferred securities.

• Reported GAAP EPS of $44.75 up 431.47% YoY
• Reported revenue of $125.43M down -2.53% YoY

Strategy reported lower Q3 FY2026 revenue year-over-year and negative year-to-date BTC Yield and BTC $ Gain; it also states bitcoin acquired with debt proceeds may not accrete to common stockholders.

Strategy expanded bitcoin holdings year to date, reported Q3 operating income of $20.91B, and introduced daily preferred-stock dividends alongside USD assets providing 3.4 years of coverage.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Bearish Sentiment

<ul class="summary-bullets"><li>Fidelity held 1,022,050 Strategy shares, up from 439,718 in June.</li><li>The stake was valued at around $156.5 million as of Sept. 30, compared to $38.2 million in June.</li><li>The company now holds 170,500 shares of Strategy's Strike preferred stock, up from 134,400 shares previously.</li></ul>Fidelity's parent company more than doubled its holdings of common stock of Strategy (MSTR) in the third quarter.Fidelity held 1,022,050 Class A shares of the Bitcoin (BTC) treasury company at the end of September, up roughly 132% from 439,718 shares at the end of June. The figures are from FMR's 13F filing with the Securities and Exchange Commission for the period ended Tuesday.The stake was worth about $156.5 million as of Sept. 30, the filing showed. The filing in June valued the company at about $38.2 million. Part of that leap was from new shares. The rest was due to a sharp rise in Strategy's stock during the quarter.<a href="https://stocktwits.com/symbol/MSTR">MSTR’s stock</a> was down over 4% in overnight trading. On Stocktwits, retail sentiment around MSTR remained in the ‘extremely bearish’ zone, while chatter around it improved to ‘normal’ from ‘low’ levels over the past day.&nbsp;<h2 class="st-heading-2">Most Buying From One Unit</h2>The buying was mostly by Strategic Advisers LLC, the filing said. The unit handles client portfolios and funds of funds for Fidelity. Its Strategy position increased to 762,555 shares from 237,010. That's around 90% of the shares FMR added.The largest fund manager, Fidelity Management &amp; Research Co., also increased its stake. It held 246,657 shares at the end of September, versus 192,923 in June. Two smaller Fidelity units were added in modest numbers.<h2 class="st-heading-2">Bonds And Preferreds Mostly Steady</h2>The filing also stated that it owned five series of Strategy's convertible notes and Strategy’s 8% Series A perpetual Strike preferred stock (STRK). The two positions were filled in June. The volume of outstanding notes changed little. Their value increased from $126.6 million to about $128.5 million. FMR dropped four series and added one.Weakness in Strategy's preferreds was widespread in June. Its STRC fell to a 52-week low of $88.50 and closed at $89 on June 17.&nbsp;<a href="https://stocktwits.com/symbol/STRK">STRK’s price</a> dropped more than 3% in overnight trading. On Stocktwits, retail sentiment remained in the ‘neutral’ zone as chatter increased to ‘normal’ from ‘low’ over the past day.FMR also held 170,500 Series A preferred shares at the end of September, up from 134,400. Fidelity Institutional Asset Management Trust Co accounted for most of the increase with a new 40,000-share position.&nbsp;Read more:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/hyperliquid-s-biggest-nvidia-bull-sits-on-over-2-m-paper-loss-as-huang-scandal-rattles-nvda-stock/cNGzjNwR99S">Hyperliquid’s Biggest Nvidia Bull Sits On Over $2M Paper Loss As Huang Scandal Rattles NVDA Stock</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Fidelity Investments logo is seen on the building in Chicago, United States on October 19, 2022. (Photo by Jakub Porzycki/NurPhoto via Getty Images)

Fidelity's parent company more than doubled its holdings of common stock of Strategy (MSTR) in the third quarter.

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T-Rex 2X Inverse MSTR Daily Target ETF

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Investors are weighing the impact of MSCI's decision to remove the company, citing concerns over $2.8 billion in potential forced selling.

Traders are fiercely divided on whether the company’s Bitcoin-backed treasury strategy is a visionary move or an unsustainable debt trap.

Market sentiment remains tightly tethered to Bitcoin's price, with many arguing that index status is secondary to broader crypto market health.

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