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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.

DJT is drawing attention after falling to reported record lows, with traders pointing to concerns about Trump Medias losses, dilution, weak Truth Social engagement and Trumps declining approval ahead of the midterms. The discussion is overwhelmingly bearish, though some traders frame the drop as a buying opportunity.

QXO, Inc. is a publicly traded distributor of roofing, waterproofing and complementary building products in the United States. It plans to become tech-enabled in the building products distribution industry and generate outsized value for shareholders. The company was founded on October 3, 2002, and is headquartered in Greenwich, CT.

QXO Inc.

QXO is drawing attention for its prolonged selloff and repeated lows, amid analyst target cuts and concerns about weak roofing and housing demand, elevated rates, and the debt and dilution tied to its acquisition-led expansion. Traders are split between expecting further declines and viewing the depressed valuation as an opportunity if the roll-up strategy delivers integration and margin progress.

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

Concerns about CoreWeaves debt burden, bond-market stress and ability to finance its AI data-center expansion dominate the discussion, while Goldman Sachs Buy upgrade has fueled hopes for a rebound. Traders remain divided: bulls call the selloff overdone and anticipate a squeeze, while bears say financing risks and weak price action outweigh the upgrade.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARAs prolonged selloff and sharp underperformance despite Bitcoin holding near elevated levels dominate discussion, with traders blaming weak sentiment and the lack of signed AI/data-center tenant deals. Bearish frustration over management and the unproven pivot competes with dip-buying and speculation that a lease announcement or Bitcoin rebound could lift shares.

AXT, Inc. engages in the design, development, manufacture and distribution of compound and single element semiconductor substrates. It also sells specialty material substrates and raw materials used to make substrates and other related products. The company was founded by Morris S. Young and Davis Zhang in 1986 and is headquartered in Fremont, CA.

AXT Inc

AXTI is drawing attention for its sharp, volatile moves and its role as an indium phosphide substrate supplier for AI data-center optics. Bulls point to AI-driven demand and recent business momentum, while bears argue the shares are overvalued and flag China-related supply risks; the debate is amplified by heavy trading around earnings and technical levels.

Disc Medicine, Inc. is a clinical-stage biopharmaceutical company, which engages in the discovery, development, and commercialization of treatments for hematologic diseases. It assembles a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, specifically heme biosynthesis and iron homeostasis. The company was founded in October 2017 and is headquartered in Watertown, MA.

Disc Medicine Inc

Disc Medicine shares are surging after bitopertin met all primary and secondary endpoints in the Phase 3 APOLLO trial for erythropoietic protoporphyria, addressing the FDAs earlier concerns about clinical benefit after a prior rejection. Traders are debating whether the move has room to extend, including speculation about short covering, versus profit-taking and resistance; FDA approval is still pending, and some raise concerns about dizziness reported in the trial.

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

Sunruns push to monetize its residential solar-and-battery network for distributed power and AI computing is a major topic, with traders debating the potential of its pilot and partnerships against the stocks persistent weakness. Bulls also point to heavily short positioning, while bears cite financing and interest-rate sensitivity and broader solar-sector pressure.

Annaly Capital Management, Inc. engages in the investment and financing of residential and commercial assets. It operates through the following segments: Agency, Residential Credit, Mortgage Servicing Rights (MSR), and Corporate and Other. The Agency segment invests in agency mortgage-backed securities. The Residential Credit segment is involved in non-agency residential mortgage assets within securitized products and whole loan markets. The MSR segment provides the right to service residential mortgage loans in exchange for a portion of the interest payments made on the loans. The company was founded by Michael A. J. Farrell and Wellington Jamie Denahan-Norris on November 25, 1996 and is headquartered in New York, NY.

Annaly Capital Management Inc

NLY is drawing attention after sliding to reported 52-week lows alongside other mortgage REITs, with traders tying the weakness to interest-rate and mortgage-bond repricing concerns. Some view the selloff as a chance to buy for the high dividend, while others worry that persistent rate pressure could weigh further on the shares and payout.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Bitcoins volatile swings and the rebound in crypto-linked stocks are driving attention to Coinbase, with traders frequently debating whether COIN is lagging the crypto market. Sentiment is split between optimism ahead of Q3 earnings and skepticism over the stocks sharp reversals and weak relative performance.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Morgan Stanley naming Amazon a top pick, citing AWS growth and AI opportunities, is the main catalyst behind the sharp rally. Traders are broadly upbeat, while some question whether the upgrade-driven move will hold and remain cautious about capex and the upcoming earnings report.

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IREN Leans On NVIDIA AI Validation As SemiAnalysis Questions Its Infrastructure Claims

Equity

IREN said it provides virtualized GPU environments for multi-tenant workloads and bare-metal clusters to maximize performance.

4 Leveraged ETF Winners of Last Week 

AI momentum, upbeat earnings and easing geopolitical fears powered leveraged ETFs tied to chips, AI and space stocks last week.

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

Extremely Bullish Sentiment

<ul class="summary-bullets"><li>IREN said Mirantis completed NVIDIA-certified hypervisor validation for its k0rdent AI virtualization stack on NVIDIA GB200 systems.</li><li>SemiAnalysis said last week that IREN overstated aspects of its AI infrastructure business, citing operational challenges at its British Columbia sites.</li><li>AI cloud revenue surpassed mining revenue for the first time, and IREN is to complete its transition away from Bitcoin mining by Dec. 2026.</li></ul>IREN Ltd. (IREN) said its software subsidiary, Mirantis, has completed validation of its k0rdent AI virtualization stack on Arm-based Nvidia (NVDA) GB200 systems for the Nvidia-Certified Hypervisor on Saturday.“As an inaugural partner of the NVIDIA AI Cloud Ready Initiative, Mirantis has completed NVIDIA-Certified Hypervisor validation for k0rdent AI’s virtualization stack on Arm-based NVIDIA GB200 systems,” the firm wrote in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/IREN_Ltd/status/2108905386741047541">post</a> on X.<figure class="image"><a class="st-link-external" href="https://x.com/IREN_Ltd/status/2108905386741047541" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_10_11_at_5_38_28_AM_c9f67d9976.png" alt="Screenshot 2026-10-11 at 5.38.28 AM.png" width="778" height="1124"></a><figcaption>Source: @IREN_Ltd/x</figcaption></figure>The company told investors the results proved virtualized environments can deliver near bare-metal performance while maintaining customer separation at the hardware level.This comes on the heels of a report by SemiAnalysis, a research firm, that IREN had overstated that part of its business in its annual report.<h2 class="st-heading-2">What IREN Told Investors</h2>IREN said that engineering teams could decide between two software options -- virtualization for secure multi-tenant environments, or dedicated bare-metal clusters for maximum performance.&nbsp;A hypervisor is software that partitions a single physical server into multiple isolated virtual machines, allowing multiple customers to share the same hardware. Bare metal is the practice of renting an entire physical server to a customer to run themselves.The company said Mirantis, which it acquired last August, is an inaugural partner of the Nvidia AI Cloud Ready Initiative.This isn’t a new certification. It was flagged on IREN’s Aug. 27 fiscal 2026 results call by Co-Chief Executive Daniel Roberts, who told analysts, "Just today, Mirantis was named an inaugural Nvidia Certified Hypervisor."<h2 class="st-heading-2">What SemiAnalysis Alleged</h2>SemiAnalysis said IREN needed to fix its investor materials. SemiAnalysis&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/iren-dips-further-after-semi-analysis-flags-issues-with-legacy-british-columbia-data-centers-retail-mood-drops/cZDUQjMRBNc">said last week</a> it had been told by several customers and end users about IREN’s sites in Prince George and Mackenzie, British Columbia, which users had referred to as the “#1 worst site in the industry.”&nbsp;The firm said frequent network link flaps and system-level errors were caused by multi-day power outages, network upgrades, storage failures, and air-quality control problems. It distinguished those legacy sites from IREN’s newer Texas campuses in Childress and Sweetwater, which it said “look much better.”<h2 class="st-heading-2">IREN’s Bitcoin Business To Wind Down</h2>IREN, formerly Iris Energy, has mined Bitcoin (BTC) on hydropower in British Columbia since 2019. The company entered the AI space in early 2024 and in March 2025 paused mining expansion to focus on AI cloud.IREN still mines Bitcoin, but is closing that business down. In its annual report, the company said it expects the migration to AI to be completed by December of this year. It earned $578.2 million in revenue from mining and selling 6,075 Bitcoin in the fiscal year that ended June 30.For the first time in the June quarter, IREN’s AI cloud revenue at $70.5 million surpassed mining revenue, which fell to $66.7 million.<h2 class="st-heading-2">Retail Traders Remain Bullish On IREN Stock</h2><a href="https://stocktwits.com/symbol/IREN">IREN stock</a> closed down over 1% on Friday. On Stocktwits, retail sentiment around IREN remained in the ‘bullish’ zone, while chatter around it stayed at ‘high’ levels over the past day.&nbsp;<stembedurl>https://stocktwits.com/KZA/message/666224418</stembedurl>One Stocktwits user expressed strong bullish sentiment towards IREN, saying that its $14 billion market capitalization undervalues its long-term potential. They attributed the recent two-week decline to macroeconomic fears and bearish technical analysis, calling it an attempt to shake investors out of their positions.IREN’s stock is down nearly 7% so far this year and down about 45% in the last 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/microsoft-satya-nadella-ai-becoming-insider-risk/cZx5y0IRBn6">Microsoft's Satya Nadella Warns AI Is Becoming An ‘Insider Risk’, Calls For 'Emergency Brakes' — ‘We Can’t Outsource Responsibility’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a person holds a smartphone displaying the logo of Iren Energy Limited. 

IREN Ltd. (IREN) said its software subsidiary, Mirantis, has completed validation of its k0rdent AI virtualization stack on Arm-based Nvidia (NVDA) GB200 systems for the Nvidia-Certified Hypervisor on Saturday.

Defiance Daily Target 2X Long IREN ETF

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