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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflix is seeing a surge in conversation as it steps away from the Warner Bros. Discovery acquisition, securing a substantial breakup fee and announcing resumed share buybacks, which the community views as a savvy move bolstering its balance sheet and igniting a strong recovery.

Indonesia Energy Corp. Ltd. operates as an oil and gas, exploration, and production company. It engages in oil and gas assets portfolio with a mix between medium-sized producing blocks and exploration blocks with significant resources. Its portfolio includes Kruh, Citarum, and Rangkas Area. The company was founded by James J. Huang and Wirawan Jusuf in 2014 and is headquartered in Jakarta, Indonesia.

Indonesia Energy Corp Ltd

Indonesia Energy Corp Ltd is trending amidst heightened geopolitical tensions and widespread community discussion around potential military action involving Iran, which is driving up oil prices and fostering expectations of a short squeeze. Investors are also keenly anticipating updates on the company's drilling activities.

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, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is experiencing a sharp decline following its earnings report, as investors weigh significant capital expenditure projections and widening losses against robust revenue growth and an enormous demand backlog for AI infrastructure. The community is split, with many concerned about the company's escalating debt and long-term profitability amidst aggressive buildouts, while others view the pullback as an oversold buying opportunity, trusting in the underlying AI demand and institutional investments from partners like Nvidia and Meta.

Battalion Oil Corp. engages in the acquisition, production, exploration, and development of liquids-rich oil and natural gas assets in the Delaware Basin. The company was founded in 1987 and is headquartered in Houston, TX.

Battalion Oil Corp - Ordinary Shares (New)

Battalion Oil Corp is a low-float energy stock generating high community interest and trading volume amidst escalating geopolitical tensions, with many anticipating significant market movement from imminent catalysts and speculating on a potential short squeeze fueled by high borrow rates.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company was founded on June 3, 2024 and is headquartered in New York, NY.

Paramount Skydance Corp. - Ordinary Shares - Class B

Paramount Skydance (PSKY) is surging as its enhanced all-cash bid for Warner Bros. Discovery (WBD) was declared superior, prompting Netflix to withdraw and positioning PSKY to forge a media powerhouse. The community is sharply divided between excitement over the combined IP and streaming potential, and concerns regarding the immense debt burden the acquisition entails.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

Applied Optoelectronics is experiencing a surge following better-than-expected financial results and optimistic guidance for its high-speed optical transceivers, driving enthusiastic community discussions about its significant role in AI and cloud data center growth amidst some apprehension regarding its recent stock offering and past market swings.

Sunrun, Inc. engages in the design, development, installation, sale, ownership, and maintenance of residential solar energy systems. It sells solar service offerings and installs solar energy systems for homeowners. Customers can access its products through three channels: direct-to-consumer, solar partnerships, and strategic partnerships. The company was founded by Edward Harris Fenster, Robert Nat Kreamer, and Lynn Michelle Jurich in January 2007 and is headquartered in San Francisco, CA.

Sunrun Inc

Sunrun (RUN) is experiencing extreme volatility, trending due to a massive post-earnings stock plunge, which occurred despite strong revenue and EPS beats but was triggered by cautious 2026 cash flow guidance and decelerating growth metrics. The community is sharply divided, with many seeing the drastic decline as an overreaction and a buying opportunity, while others anticipate continued downward pressure amidst broader industry challenges and tariff concerns.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dell Technologies is surging as record financial results, propelled by booming AI server demand and a substantial backlog, are fueling community discussion around its undervalued status and significant upside potential in the AI infrastructure sector.

Oklo, Inc. engages in the development of fission reactors. It provides clean energy through the design and deployment of fast fission power plants. The company was founded by Jacob DeWitte and Caroline Cochran on July 3, 2013 and is headquartered in Santa Clara, CA.

Oklo Inc. - Ordinary Shares - Class A

Oklo Inc.

The escalating energy demand from AI data centers and Oklo's strategic position to utilize Cold War plutonium as a bridge fuel are driving significant investor interest. The community is actively debating the company's zero-revenue status and highly volatile technicals against upcoming DOE awards and the critical July 2026 reactor criticality deadline.

EchoStar Corp. engages in the design, development, and distribution of digital set-top boxes and products for direct-to-home satellite service providers. It operates through the following business segments: Pay-TV, Retail Wireless, and Broadband and Satellite Services. The Pay-TV segment business strategy is to be the best provider of video services in the United States by providing products with the best technology, outstanding customer service, and great value. The Retail Wireless segment offers Retail Wireless services as well as a competitive portfolio of wireless devices. The Broadband and Satellite Services segment business strategy is to maintain and improve leadership position and competitive advantage through development of technologies and services marketed to selected sectors within the consumer, enterprise and government markets globally. The company was founded by Charlie William Ergen, Candy Ergen, and James DeFranco in 1980 and is headquartered in Englewood, CO.

EchoStar Corp - Ordinary Shares - Class A

EchoStar Corp

EchoStar Corporation is trending as investors closely watch for an anticipated SpaceX IPO, fueled by reports of SpaceX's $800 billion valuation and plans to line up banks for a potential March 2026 public offering. The community is actively discussing EchoStar's substantial equity stake in SpaceX, viewing it as the most direct public proxy for gaining exposure to the private space company, alongside EchoStar's strategic spectrum sales and strengthened financial position.

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<ul class="summary-bullets"><li>Nebius and CoreWeave are both neocloud or artificial intelligence infrastructure providers with GPU-first data centers.&nbsp;</li><li>Retail touted the dip in NBIS stock as a ‘buying opportunity,’ while also calling the company’s shares superior to CoreWeave’s because of its lower leverage.</li><li>CoreWeave has long-term debt of $14.67 billion as of Dec. 31, 2025, while Nebius has long-term debt of $4.1 billion as of the same date.</li></ul>Shares of Amsterdam-based Nebius Group N.V. (NBIS) slumped more than 13% on Friday amid a decline in rival CoreWeave Inc.'s (CRWV) shares. &nbsp;CoreWeave on Thursday <a href="https://stocktwits.com/news-articles/markets/equity/crwv-stock-slumps-on-coreweave-capex-projections-for-2026/cZTcmZKRITh">announced</a> that its capital expenditure plans for 2026 would be more than double of 2025, sending its shares down in Friday’s trade.Nebius and CoreWeave are both neocloud or artificial intelligence infrastructure providers with GPU-first data centers. Both companies are backed by Nvidia Corp. (NVDA) and operate on its chips.<h2 class="st-heading-2">What Is Retail Saying?</h2>On Stocktwits, retail sentiment around NBIS shares was in the ‘bullish’ territory amid ‘normal’ message volumes at the time of writing. The stock was among the most-trending on the platform.One bullish user said that CoreWeave’s dip just gave the market an ‘incredible buying opportunity.’<stembedurl>https://stocktwits.com/dailyalpha_2228/message/646097684</stembedurl>&nbsp;Another bullish user said that compute would be the future of the market and called it a ‘gift dip’.<stembedurl>https://stocktwits.com/Source206/message/646123644</stembedurl>&nbsp;A third user called Nebius the ‘winner’ when compared to CoreWeave.<stembedurl>https://stocktwits.com/omz24/message/646121668</stembedurl>&nbsp;Another bullish user gave Nebius the thumbs up, while giving CoreWeave a thumbs down, citing capital structure differences.<stembedurl>https://stocktwits.com/santacruztodd/message/646047422</stembedurl>&nbsp;<h2 class="st-heading-2">Capital Expenditure</h2>For 2026, CoreWeave has forecasted capital expenditure of $30 billion to $35 billion in 2026, compared to $14.9 billion spent in 2025. The company also reported long-term debt of $14.67 billion as of Dec. 31, 2025, compared to $5.4 billion as of Dec. 31, 2024.<figure class="image"><img src="https://news.stocktwits-cdn.com/Core_Weave_Long_Term_Debt_jpg_36378b7d22.webp" alt="CoreWeave_Long-Term_Debt.jpg" width="1600" height="1134"><figcaption>CoreWeave Debt From Dec. 2023 to Dec. 2025 | Source: Fiscal.ai</figcaption></figure>&nbsp;In comparison, Nebius reported long-term debt of $4.1 billion as of Dec. 31, 2025, a notable increase from zero debt the previous year, as it catches up to growing competition in the AI cloud market. Yet, its debt is significantly lower than that of CoreWeave’s.<figure class="image"><img src="https://news.stocktwits-cdn.com/Nebius_Group_Long_Term_Debt_jpg_898dd44895.webp" alt="Nebius_Group_Long-Term_Debt.jpg" width="1600" height="1134"><figcaption>Nebius had near-zero debt in 2023 and 2024 | Source: Fiscal.ai</figcaption></figure>&nbsp;However, Arkady Volozh, founder and CEO of Nebius, said in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://assets.nebius.com/assets/e59fb92e-9027-473a-8cac-04f9d2e9ea9a/Shareholder%20Letter%20Q4%202025.pdf?cache-buster=2026-02-12T11:43:13.446Z">letter to shareholders</a> on Feb. 12 that the company would “maintain a disciplined approach to raising capital” even as it considers a range of financing options for 2026, including corporate debt and asset-backed financing.<a href="https://stocktwits.com/symbol/NBIS">Shares of NBIS</a> have risen more than 178% in the past year, while s<a href="https://stocktwits.com/symbol/CRWV">hares of CRWV</a> have gained more than 93% in the same period.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also Read: <a href="https://stocktwits.com/news-articles/markets/equity/coreweave-ceo-justifies-capex-spend-amid-stock-price-plummet-touts-high-demand/cZTcYsFRIT8">CoreWeave CEO Justifies Capex Spend Amid Stock Price Plummet, Touts High Demand: ‘Our Backlog Is Enormous’</a>

In this photo illustration, the Nebius Group logo is seen displayed on a smartphone screen. 

NBIS Stock Tanks Amid CoreWeave Decline — What Does Retail Think? 

CoreWeave on Thursday announced that its capital expenditure plans for 2026 would be more than double of 2025, sending its shares down in Friday’s trade. 

NBIS Stock Tanks Amid CoreWeave Decline — What Does Retail Think?

Equity

Nebius Group (NASDAQ:NBIS) Shares Gap Down - Time to Sell?

Nebius Group (NASDAQ:NBIS) Shares Gap Down - Here's Why...

Fifth Lane Capital LP Sells 14,400 Shares of Nebius Group N.V. $NBIS

Fifth Lane Capital LP reduced its holdings in shares of Nebius Group N.V. (NASDAQ:NBIS - Free Report) by 75.8% in the third quarter, according to the company in its most recent disclosure with the...

Massive News: Nebius Just Made a Bold AI Acquisition That Could Change Everything

Nebius Group N.V. (NASDAQ: NBIS) just posted 479% revenue growth and made a strategic $275M acquisition to expand into agentic AI infrastructure. If AI agents become core to enterprise workflows...

Nebius Group (NASDAQ:NBIS) Trading Down 1.2% - What's Next?

Nebius Group (NASDAQ:NBIS) Stock Price Down 1.2% - What's Next...

Nebius vs. Alphabet: Which AI Cloud Stock is the Better Buy?

NBIS AI cloud revenue surges 830% while GOOGL leverages AI to boost search, YouTube and Google Cloud growth.

Virtus Wealth Solutions LLC Decreases Holdings in Nebius Group N.V. $NBIS

Virtus Wealth Solutions LLC trimmed its holdings in Nebius Group N.V. (NASDAQ:NBIS - Free Report) by 84.6% in the third quarter, according to the company in its most recent filing with the SEC. The...

Total Clarity Wealth Management Inc. Purchases Shares of 10,859 Nebius Group N.V. $NBIS

Total Clarity Wealth Management Inc. purchased a new position in shares of Nebius Group N.V. (NASDAQ:NBIS - Free Report) during the 3rd quarter, according to the company in its most recent disclosure...

16,700 Shares in Nebius Group N.V. $NBIS Bought by K.J. Harrison & Partners Inc

K.J. Harrison & Partners Inc acquired a new position in Nebius Group N.V. (NASDAQ:NBIS - Free Report) during the third quarter, according to the company in its most recent filing with the SEC. The...

Nebius Group (NASDAQ:NBIS) Shares Up 3.5% - Here's Why

Nebius Group (NASDAQ:NBIS) Trading Up 3.5% - Should You Buy...

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

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Nebius Group N.V. 

Traders are exasperated by NBIS's significant daily drop, which they attribute to negative market sentiment from CoreWeave's poor earnings and perceived debt issues, despite NBIS's stronger fundamentals.

Investors are actively purchasing shares, viewing the sharp daily decline as an overreaction and a strategic entry point for long-term growth given NBIS's strong fundamentals and future potential.

Users emphasize NBIS's robust capital structure, zero corporate debt, and customer prepayments for 2026 CapEx, contrasting it sharply with competitors perceived to be overleveraged.

After a drastic price drop, traders are actively looking for the stock's support levels, with many speculating a bounce around the $75 to $85 range or even lower to the $60s.

Many users believe algorithmic trading and market manipulation are orchestrating the steep, seemingly unjustified sell-off, triggering stop-losses and creating panic.

Current Price	$91.07
Prev Close	$104.88
Open	$99.10
Dividend Yield	0.00%
50-Day Moving Average	$93.67
Beta	1.70
Avg. Volume	12.94M
PE Ratio	205.81

52-Week High	$141.10
52-Week Low	$18.31
Market Capitalization	$37.96B
EPS (Annual)	$0.4019
Price to Book	5.75
Revenue Per Employee	$386,433.26

NBIS
Nebius Group N.V.

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