SPDR Dow Jones Industrial Average ETF

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Invesco QQQ Trust Series 1

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 selloff is being discussed alongside concerns about its heavy debt load, rising borrowing costs and whether AI demand and contract backlog can support its financing needs, with HSBCs bearish assessment adding to the pressure. Traders are split between viewing the balance-sheet risks and insider selling as reasons for further downside and arguing that strong demand, the backlog and Nvidia ties make the drop a buying opportunity.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as traders react to elevated crude prices and fears that Middle East shipping or energy-infrastructure attacks could disrupt supply, while weighing possible diplomacy and Russian supply relief. The community is split between bulls focused on geopolitical risk and bears expecting the risk premium to fade, with some also warning that contract-roll effects and an extended run may amplify volatility.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Lilly is drawing attention after breaking to a new high, with traders linking the rally to European regulatory backing for its Foundayo obesity pill and broader optimism about its GLP-1 business. Bulls are celebrating the breakout and healthcares defensive appeal, while skeptics point to possible profit-taking, competition from Novo and the upcoming earnings report.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJTs slide to record lows is fueling a heavily bearish conversation, with traders tying its political-proxy appeal to concerns about Trumps approval and the midterms, while questioning the companys business traction. A smaller bullish contingent sees a possible trading bounce and points to the pending TAE fusion deal as a potential pivot.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizers rebound toward a one-year high and the $30 level is driving discussion, with traders focused on whether the move can break through resistance. Some see momentum from a defensive-sector rotation and pipeline developments ahead of earnings, while others say the stock needs stronger news to sustain a breakout.

Rapport Therapeutics, Inc. engages in the discovery and development of transformational small molecule medicines for patients suffering from central nervous system disorders. It develops the RAP (receptor associated proteins) technology platform. The company was founded by Steven M. Paul and David Bredt in February 2022 and is headquartered in Boston, MA.

Rapport Therapeutics Inc.

Rapport Therapeutics Inc

Rapports Phase 2 RAP-219 trial in bipolar mania met its primary and secondary endpoints, drawing attention to the drugs potential but also to concerns about modest symptom improvement, agitation-related side effects, and discontinuations. Traders are divided, with some viewing the move as a fading bounce and adding shorts while others point to bullish analyst commentary.

Vicor Corp. engages in the design, development, manufacture, and marketing of modular power components. The firm provides complete power systems based upon a portfolio of patented technologies. Its products include AC-DC converters, power systems, and accessories. The company was founded by Patrizio Vinciarelli in 1981 and is headquartered in Andover, MA.

Vicor Corp.

Vicor is drawing attention after strong Q3 results and an upbeat outlook, with AI-related demand and growing Vertical Power Delivery royalty revenue reinforcing the growth story. Traders are weighing that strength against questions about one-time royalty catch-up payments, production capacity, and the earnings-per-share miss, contributing to a volatile reaction.

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 caught in a sharp selloff across AI infrastructure and neocloud stocks as investors question whether heavy data-center spending and financing risks will generate adequate returns, with Gartners warning adding to the concern. Traders disagree on whether the pressure signals more downside or an oversold opportunity, with bulls pointing to IRENs contracted demand, power assets, and managements financing reassurances.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention for a sharp rebound after a tech-led selloff, which traders link to unconfirmed reports of potential U.S.-Iran talks and easing oil prices. The community is split between viewing the move as a bullish reversal and warning it may be a bull trap amid persistent volatility and concerns about tech and AI stocks.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

A semiconductor rebound after a prolonged selloff is driving attention, with traders debating whether the move signals a durable bottom or a temporary bounce amid lingering concerns about AI spending and valuations. Chip gains are part of a broader technology recovery ahead of major tech earnings.

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Galaxy Digital Executives Calls GLXY Stock Undervalued, Pointing To $65M Buyback And Helios Power Ramp

Equity

CEO Mike Novogratz said passage of the CLARITY Act could drive a wave of traditional-finance participation in crypto markets.

GLXY Stock Rallies After CEO Mike Novogratz Touts 'Largest Single-Campus Data Center In America'

Galaxy Digital surged on Monday as Chairman Mike Novogratz detailed a 1.6-gigawatt Texas data-center buildout, drawing cheers from retail traders.

Galaxy Research Head Says ‘Banks Are Wrong’ About GENIUS Act— Stablecoins Will Boost US Credit, Not Drain It

Banking associations are lobbying senators to enforce stablecoin legislation because current proposals could prompt depositors to withdraw from traditional banks.


Galaxy Digital Filed Two Massive Stock Sale Plans – Here’s What GLXY Investors Need To Know

Galaxy Digital filed a $500 million at-the-market offering and a Form S-3 registering the resale of 265.06 million existing shares by insiders and noteholders on Friday.


Themes ETF Trust - Leverage Shares 2X Long GLXY Daily ETF

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<ul class="summary-bullets"><li>Galaxy executives argued the stock remains undervalued, citing a lack of analysts capable of valuing both its crypto and data-center businesses together.</li><li>The company repurchased $65 million of stock in the first quarter and still has authorization to buy back up to $200 million.</li><li>Galaxy's Helios campus has begun generating revenue, with up to 800 megawatts of additional capacity expected to come online next year.</li></ul>Galaxy Digital (GLXY) executives made the case on Friday that the market was mispricing the company, arguing investors were undervaluing its growing artificial intelligence (AI) infrastructure business and future crypto opportunities.CEO Mike Novogratz&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=g86S9AQF4L4">explained</a> in&nbsp;an Ask Me Anything (AMA) for investors that the market was assigning Galaxy "no value for growth," arguing that the company is often analyzed through separate crypto and data-center lenses rather than as a single business. Executives pointed to recent share buybacks, growing revenue from the Helios data-center campus, and potential crypto regulatory tailwinds as reasons for optimism<h2 class="st-heading-2">Management's Confidence</h2>Chief Financial Officer (CFO) Anthony Paquette further said during the meeting that Galaxy had repurchased roughly $65 million of stock during the first quarter, representing 3.2 million Class A shares. The purchases were made under a program authorizing up to $200 million in buybacks.Paquette added that the repurchase program was designed to reflect management's view that the company's shares trade below their intrinsic value, while also maintaining balance-sheet flexibility. Galaxy previously said the buybacks more than offset dilution from stock-based compensation.<a href="https://stocktwits.com/symbol/GLXY">GLXY stock</a> closed up over 3% on Friday. On Stocktwits, the retail sentiment around GLXY remained in the ‘bearish’ zone, while retail sentiment around it stayed in the ‘low’ levels over the past day.<h2 class="st-heading-2">Helios Expansion Moves Into Revenue Generation</h2>The Galaxy executives also highlighted progress at the company's&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/galaxy-ceo-saw-ai-wealth-boom-in-a-knicks-crowd/cZ0sH2fRe6f">Helios data-center campus</a> in West Texas, which has entered early revenue-generating operations following the delivery of its first data hall.Paquette substantiated by adding that phase one remained on track to be substantially complete by the end of the second quarter. Phases two and three were expected to add as much as 800 megawatts of gross power capacity next year.Galaxy has received approval for more than 1.6 gigawatts of total capacity at the site and owns roughly 1,500 acres surrounding the campus. Executives added that the company has another 1.8 gigawatts of power opportunities in various stages of evaluation.Novogratz described the data-center business as fundamentally a power business, citing growing electricity shortages and industry concerns that many planned US data centers may face construction delays. He said Galaxy continued to evaluate additional sites beyond Helios as it expanded its AI infrastructure.<h2 class="st-heading-2">Novogratz Sees Regulatory Tailwinds For Crypto</h2>On the digital-asset side, Novogratz acknowledged a "frustrating year in token prices" but argued the industry is increasingly shifting from speculative trading toward infrastructure supporting tokenized stocks, money market funds, and stablecoins.He said&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/clarity-act-section-604-blockchain-regulatory-certainty-act-law-enforcement-opposition/cZKydGIR7Ot">passage of the CLARITY Act</a> would trigger a "stampede" of traditional financial institutions into crypto markets, adding that negotiations surrounding ethics provisions tied to public officials issuing digital tokens remain one of the final hurdles in Congress.Novogratz also said Galaxy expected to announce new partnerships in the coming months as institutional adoption of digital assets continues to expand.Galaxy stock was up over 30% so far this year.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/mstr-class-action-bankruptcy-peter-schiff/cZ1dsTwR7WK">Peter Schiff Warns Strategy Is Going Bankrupt — And A New Class-Action Lawsuit Investigation Just Gave Him Ammo</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the logo of financial company Galaxy Digital Holdings Ltd is displayed on a smartphone in front of abstract background on computer screen. (Photo Illustration by Timon Schneider/SOPA Images/LightRocket via Getty Images)

Galaxy Digital (GLXY) executives made the case on Friday that the market was mispricing the company, arguing investors were undervaluing its growing artificial intelligence (AI) infrastructure business and future crypto opportunities.

Galaxy Calls Its Own Stock Undervalued, Touts $65M Buyback

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Amplify Blockchain Technology ETF

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Galaxy Digital Inc. - Ordinary Shares - Class A

Invesco Alerian Galaxy Crypto Economy ETF

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