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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. 

Nebius Group is trending as investors aggressively price in the company's expanding AI infrastructure footprint and recent strategic acquisitions, with community sentiment driven by a potential short squeeze and anticipation of upcoming earnings. Enthusiastic discussions are centered on the company's competitive positioning as a 'fourth hyperscaler' and its ability to secure major multi-billion dollar contracts, leading to significant momentum that has pushed the stock to new highs.

Applied Digital Corporation

Applied Digital is seeing significant momentum and bullish sentiment driven by its recent spin-off of its cloud business into ChronoScale and continued confidence in its massive backlog of contracted AI data center revenue. The community is actively discussing a potential short squeeze, citing high short interest and anticipation that the stock will soon break through key technical resistance levels to reach new all-time highs.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavax is trending as investors scrutinize potential Matrix-M partnership developments following an earnings beat, while the community remains sharply divided over governance and the push for leadership changes via upcoming proxy votes. Discussions are heavily focused on the company's licensing platform strategy versus lingering concerns about cash burn and the lack of specific deal disclosures.

One Stop Systems, Inc. engages in the design, manufacture, and marketing of computing modules and systems targeting edge deployments. It deals with the design and manufacture of high-performance customized computer and flash arrays, in-flight entertainment, and connectivity and value-added reseller with minimal customization. It operates through the OSS and OSS Europe segments. The company was founded by Stephen D. Cooper and Mark Gunn in 1998 and is headquartered in Escondido, CA.

One Stop Systems Inc

One Stop Systems is seeing significant investor attention driven by strong Q1 earnings, which highlighted 55% revenue growth and improved margins as the company transitions into a pure-play edge AI and defense-focused business. The community is actively discussing the stock's potential for rerating alongside the broader push for ruggedized, mission-critical AI infrastructure within defense and industrial sectors.

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 currently trending as investors focus on the company's strategic pivot to becoming a full-stack AI cloud provider following its recent $625 million acquisition of Mirantis. Community sentiment is highly optimistic, with many traders closely monitoring the upcoming earnings report and speculating on potential multi-billion-dollar hyperscaler partnerships to confirm the company's growth trajectory.

Hut 8 Corp. engages in the development and operation of data centers at scale, supporting AI, high-performance computing (HPC), ASIC compute, and other energy-intensive technology applications. It operates through the following segments: Power, Digital Infrastructure, Compute, and Others. The Power segment manages the origination, development, and management of powered land and energy infrastructure. The Digital Infrastructure refers to the development, ownership, and operation of facilities designed to support next-generation, energy-intensive technology application. The Compute segment deals with operating businesses that deploy and monetize compute assets across next-generation energy-intensive technology. The Others segment offers equipment sales and repairs. The company was founded on January 27, 2023 and is headquartered in Miami, FL.

Hut 8 Corp

Hut 8 is currently at the center of investor discussion following a massive 15-year, multi-billion dollar lease agreement for its AI data center campus, which has fueled a significant shift in its growth narrative from Bitcoin mining to high-performance AI infrastructure. While the company's aggressive pivot and large contract wins have driven substantial price appreciation and excitement among long-term holders, community sentiment remains polarized, with some debating the impact of ongoing debt-financing strategies and the company's valuation compared to peers.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

Riot Platforms is trending as investors react to a pivotal transition toward AI infrastructure and high-performance computing, bolstered by a significant data center revenue beat and a partnership expansion with AMD. While some traders are expressing frustration over historical volatility and recent executive changes, the community remains actively focused on the stock's potential for a broader re-rating as it pivots to a vertically integrated energy and AI compute model.

TMC the metals co., Inc. is a deep-sea minerals exploration company focused on the collection and processing of polymetallic nodules found on the seafloor in international waters of the Clarion Clipperton Zone in the Pacific Ocean (CCZ). These nodules contain high grades of four metals (nickel, copper, cobalt, manganese) which can be used as (i) feedstock for battery cathode precursors (nickel, cobalt and manganese sulfates, or intermediate nickel-copper-cobalt matte) for electric vehicles (EV) and renewable energy storage markets, (ii) copper cathode for EV wiring, energy transmission and other applications and (iii) manganese silicate for manganese alloy production required for steel production. The company was founded in 2021 and is headquartered in Vancouver, Canada.

TMC the metals company Inc

TMC is trending following an official determination from NOAA that its deep-seabed mining application is in full compliance, a move that clarifies the regulatory path toward commercial operations. Investors are actively discussing the significance of this milestone for potential permit approval by early 2027, with many in the community debating the stock's long-term potential as a critical player in global battery metal supply chains.

Ernexa Therapeutics, Inc. engages in the provision of cell engineering therapies. It is involved in the development of mRNA cell engineering technologies to repair cellular dysfunction and treat a range of therapeutic indications. The company was founded in 1984 and is headquartered in Cambridge, MA.

Ernexa Therapeutics Inc.

Ernexa Therapeutics Inc

Ernexa Therapeutics is seeing heightened activity following a collaborative manufacturing agreement for its ERNA-101 cancer therapy, sparking a mix of bullish momentum from traders eyeing technical squeezes and skepticism from community members focused on historical dilution and reverse stock splits.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk Corp (SNDK) is surging due to a massive, structural supply shortage of NAND and DRAM memory chips, with experts predicting demand will remain bottlenecked through 2027-2028. While some community members warn of a parabolic bubble and profit-taking risks, bulls are actively debating potential stock splits and the company's long-term dominance in the AI infrastructure supply chain.

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<ul class="summary-bullets"><li>The rally comes after Riot Platforms announced a partnership with Terrestrial Energy to develop nuclear-powered data centers.</li><li>The company said the initiative could scale up to 4 gigawatts of nuclear capacity, though deployment is expected in the early 2030s.</li><li>The project aims to support AI workloads, high-performance computing, and Bitcoin mining using IMSR reactor technology.</li></ul>Riot Platform (RIOT) stock rallied to a fresh four-year high on Wednesday after the company announced it had inked a new deal with Terrestrial Energy (IMSR) to co-locate molten salt nuclear reactors with hyperscale data centers.&nbsp;Simply put, they want to build data centers for artificial intelligence workflows, high performance computing, and Bitcoin (BTC) mining with small nuclear power plants located nearby to provide constant and reliable energy. What makes the deal special is the Terrestrial Energy’s Integral Molten Salt Reactor, giving Riot an edge over other Bitcoin mining companies that are pivoting towards data centre infrastructure.&nbsp;<a href="https://stocktwits.com/symbol/RIOT/">RIOT’s stock</a> gained over 12% to hit $23.64, the highest the share price has been since March 2022. The stock was also among the top trending tickers on Stocktwits at the time of writing. Retail sentiment around the company on the platform rose to ‘extremely bullish’ from ‘bullish’ territory, accompanied by ‘high’ levels of chatter.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_06_120849_png_2abf3d7b18.webp" alt="Screenshot 2026-05-06 120849.png" width="1227" height="140"><figcaption>RIOT retail sentiment and message volume on May 6 as of 12:00 p.m. ET | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/IMSR/sentiment">IMSR’s stock</a> also rallied, gaining over 15% in intra-day trade and was also among the top trending tickers on Stocktwits. Retail sentiment around the firm on Stocktwits trended in ‘bullish’ territory over the past day, also with ‘high’ levels of chatter.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_06_120908_png_3eccfcd832.webp" alt="Screenshot 2026-05-06 120908.png" width="1245" height="155"><figcaption>IMSR retail sentiment and message volume on May 6 as of 12:00 p.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Why Is RIOT’s Stock Rallying Today?</h2>According to the announcement, Terrestrial Energy’s technology is a newer, smaller type of nuclear plant designed to be safer, more flexible, and easier to build than traditional reactors. Riot will handle building and operating the data centers.The company said the project targets up to 4 gigawatts (GW) of nuclear power from multiple 390 megawatt (MW) IMSR plants, using standard-assay low-enriched uranium (SALEU) fuel. Natural gas may serve as a bridge fuel for faster operations and resilience.IMSR and RIOT companies are exploring sites in Texas and Kentucky, along with other locations. These projects are still in early stages, and the first facilities may not be ready until the early 2030s.<h2 class="st-heading-2">Riot’s Pivot Away From Bitcoin Mining</h2>Riot Platforms began pivoting from a pure Bitcoin mining focus toward AI data centers and diversified infrastructure in early 2025, when it announced it was pausing new mining projects at its Corsicana facility to pursue AI opportunities.Activist investor pressure intensified in February 2026 amid falling Bitcoin mining profitability, pushing Riot to accelerate sales of BTC holdings for data center expansion funding. The company sold 3,778 BTC in the first quarter (Q1) of 2026 to support this shift.Riot now holds around 15,679 BTC, valued at roughly $1.2 billion as per Bitcoin’s price today, including 5,802 BTC restricted as collateral.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> edged 0.32% higher in the last 24 hours to around $81,800, paring gains after crossing $82,500 earlier in the day.Adding to the bullish momentum behind Riot, H.C. Wainwright raised its price target on RIOT’s stock to $25 from $23 and kept a ‘Buy’ rating on the shares, citing first quarter (Q1)&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/riot-stock-rises-after-target-hike-ceo-flags-inflection-point/cZQV5GFReeE">results</a> momentum, despite the company missing earnings expectations, and its deal with Advanced Micro Devices (AMD).RIOT’s stock has gained 75% this year, while IMSR’s stock has climbed over 30%.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/hut-stock-eyes-record-high-above-100-after-10-billion-deal/cZQzdHVReaw">HUT Stock Eyes Record High Above $100 After $10 Billion Texas AI Data Center Deal</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

In this photo illustration, the Riot Platforms, Inc. logo is displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Riot Platforms Goes ‘Nuclear’ – RIOT Stock Explodes To 4-Year High After Sealing Deal For Molten Salt AI Power Plants 

Riot Platforms shares rose more than 12% in intra-day trade on Wednesday, reaching their highest level since March 2022.

Riot Platforms Goes ‘Nuclear’ – RIOT Stock Hits 4-Year High After Terrestrial Energy Deal

Cryptocurrency

Terrestrial Energy and Riot Platforms Launch Collaboration to Develop Nuclear-Powered Large-Scale Data Center Projects

Terrestrial Energy Inc. (NASDAQ: IMSR) (Terrestrial Energy), a developer of small modular nuclear power plants using its Generation IV Integral Molten Salt Reactor (IMSR) technology, and Riot...

RIOT's Q1 Earnings Miss Estimates, Revenues Up Y/Y, Shares Rise

Riot Platforms' Q1 loss widens, but revenue beat as new data center stream launches with initial AMD capacity at Rockdale.


Stock Market Today, May 1: Riot Platforms Jumps After AI Data Center Revenue Beats Estimates

Riot Platforms (NASDAQ:RIOT), a Bitcoin mining and data center operator, closed Friday at $18.50, up 7.31%. The stock moved higher after Q1 results, as data center updates sparked analyst upgrades...

<ul class="summary-bullets"><li>Clear Street raised its price target on RIOT’s stock to $26 from $25, citing growing momentum in the company’s high-performance computing and data center business.</li><li>The price target hike came despite Riot Platforms reporting an adjusted loss of $1.88 per share for the first quarter, higher than the $0.39 loss per share expected by Wall Street.</li><li>Data center operations contributed $33.2 million in revenue, reflecting a growing share of the business, while Bitcoin mining remained the company's largest revenue source.</li></ul>Shares of Riot Platforms (RIOT) rose in early morning trade on Friday after Clear Street raised its price target, with Chief Executive Jason Les calling the quarter a “definitive inflection point” in the company’s shift toward data center operations despite the first-quarter earnings miss.<a href="https://stocktwits.com/symbol/RIOT">RIOT’s stock</a> rose 2.3% in pre-market trade, after a jump of nealry 8% in the previous session. Retail sentiment on Stocktwits around the company flipped to ‘bullish’ from ‘bearish’ over the past day. Chatter remained at ‘high’ levels.The move followed a price target hike from Clear Street, which raised its target to $26 from $25 and maintained a ‘Buy’ rating. The firm said it remains “positive” on Riot’s outlook, citing momentum in its high-performance computing (HPC) and data center business.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_05_01_065856_png_7958281d5f.webp" alt="Screenshot 2026-05-01 065856.png" width="1278" height="152"><figcaption>RIOT retail sentiment and message volume on May 1 as of 6:30 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">‘Inflection Point’ In Riot’s Shift Toward Data Centers</h2>The company, currently pivoting from Bitcoin (BTC) mining to data center infrastructure, reported an adjusted loss of $1.88 per share for the first quarter (Q1) of 2026, which missed Wall Street’s estimate of a $0.39 loss per share, according to Koyfin data. However, revenue beat estimates, coming in at $167.2 million against expectations of $130 million.&nbsp;A key driver of the revenue mix was the company’s emerging data center segment, which contributed $33.2 million during the quarter. The company also said Advanced Micro Devices (AMD) exercised an option for an additional 25 megawatts at Riot’s Rockdale data center site, doubling AMD’s total contracted capacity to 50 megawatts of critical IT load.“The first quarter of 2026 was a definitive inflection point in Riot's transition into one of the most significant and capable data center operators in the industry,” said Les during the Q1 earnings call.<h2 class="st-heading-2">How Are Retail Traders Feeling About RIOT’s Data Center Pivot?</h2>Stocktwits chatter surged on Riot’s infrastructure pivot updates, with platform data showing an over 200% jump in message volume over the last 24 hours.&nbsp;Some users pointed to the expansion of Riot’s agreement with AMD as a key signal of demand for its infrastructure. Others highlighted how the shift could reduce reliance on Bitcoin mining revenue.<stembedurl>https://www.stocktwits.com/Jorlev/message/651979935</stembedurl><stembedurl>https://www.stocktwits.com/LongisHard/message/651972992</stembedurl><h2 class="st-heading-2">Bitcoin Mining Revenue Declines Amid Higher Costs, Network Difficulty</h2>Bitcoin mining remained Riot’s largest revenue source in Q1, generating $111.9 million in Q1. However, that figure declined from $142.9 million a year earlier, reflecting lower average Bitcoin prices and higher global network hash rate.The company mined 1,473 Bitcoin during the quarter, down slightly from 1,530 a year earlier. The average cost to mine one Bitcoin, excluding depreciation, rose to $44,629 from $43,808Riot ended the quarter with 15,679 BTC, valued at about $1.1 billion based on Bitcoin’s price of $68,222 at March-end, along with $282.5 million in cash. The company said it continues to maintain strong liquidity while investing in its infrastructure strategy.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> gained 1.65% in the last 24 hours to around $77,200. Retail sentiment on Stocktwits around the apex cryptocurrency remained in ‘neutral’ territory over the past day, accompanied by chatter at ‘normal’ levels.&nbsp;Clear Street noted that its price target is based on a sum-of-the-parts framework that factors in both Riot’s legacy mining business and its growing data center operations.RIOT’s stock has gained over 30% this year and more than doubled over the past 12 months.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/trump-wlfi-token-hits-record-low-amid-vote-to-lock-up-63-billion-tokens/cZBMSboReI4">Trump-Backed WLFI Token Hits Record Low Amid Controversial Governance Vote To Lock Up 63 Billion Tokens</a>For updates and corrections, email newsroom[at]stocktwits[dot]com &nbsp;

RIOT Stock Rises After Clear Street Price Target Hike – CEO Flags ‘Inflection Point’ In Data Center Strategy

Riot Platforms also announced that AMD doubled its contracted capacity at the company’s Rockdale site from 25 megawatts to 50 megawatts.

Why Is RIOT Stock Rising Despite A Big Earnings Miss?

Riot Platforms also announced that AMD doubled its contracted capacity at the company’s Rockdale site from 25 megawatts to 50 megawatts.


Riot Platforms VP Calls Firm's Bitcoin Reserve 'Most Capital-Efficient Source Of Funding' For Its Data Center Business

Riot Platforms Inc. (NASDAQ:RIOT) leveraged its Bitcoin...

Riot Platforms, Inc. (RIOT) Reports Q1 Loss, Tops Revenue Estimates

Riot Platforms, Inc. (RIOT) delivered earnings and revenue surprises of -343.08% and +26.45%, respectively, for the quarter ended March 2026. Do the numbers hold clues to what lies ahead for the stock?

Compared to Estimates, Riot Platforms, Inc. (RIOT) Q1 Earnings: A Look at Key Metrics

Although the revenue and EPS for Riot Platforms, Inc. (RIOT) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

Riot Platforms Reports Q1 Results, Shares Move Higher After Hours

Riot Platforms Inc (NASDAQ:RIOT) reported financial results for the first quarter after the market close on Thursday.read more...

Bull of the Day: Bloom Energy (BE)

The biggest bottleneck to the AI revolution isn't chips or software-it's the power to run them. With the U.S. electrical grid reaching its breaking point, big tech is turning to on-site generation to keep the lights on. 

Still early innings

Overdone

Consolidation due before next leg up

Memory stocks have surged over the past year - is the run overdone or still early innings?

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Stocktwits Polls

Investors are optimistic about the strategic move into high-performance AI infrastructure and nuclear-powered datacenter partnerships.

Traders are closely watching resistance levels and mobilizing for a potential short squeeze as momentum builds.

The expansion of datacenter capacity and active utilization of options by partners underscores long-term growth potential.

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