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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 steep selloff has centered on concerns about its debt burden, distressed bond trading, and ability to finance its AI data-center expansion. Goldman Sachs Buy upgrade prompted hopes for a rebound, but traders debated whether the move could overcome financing risks, with bearish concerns about dilution or default competing with dip-buying and oversold-bounce calls.

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 fresh lows is drawing bearish discussion focused on doubts about Trump Medias business prospects, including repeated criticism of its limited product base and losses. Traders also connect the weakness to Trumps falling approval and midterm political risk, though the messages do not establish a single confirmed catalyst.

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.

QXOs continued slide to fresh lows is being tied to soft residential roofing demand, housing-sector pressure and analyst target cuts, with traders also pointing to high rates and suspected dilution. Many are frustrated by the decline and managements limited communication, while some long-term holders remain optimistic about the building-products roll-up and future integration gains.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

CBRS is drawing attention amid a steep post-IPO selloff, with traders pointing to IPO lockup share releases and reported insider selling as potential sources of pressure, alongside concerns about valuation, growth, and reliance on OpenAI. Bears expect further downside, while some bulls view the decline as overdone and are averaging in.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhood shares are under pressure amid a sustained selloff, with analyst caution and valuation concerns ahead of earnings adding to traders worries; some also point to broader market weakness and crypto declines. The bearish mood and speculation about insider selling or unusual activity contrast with dip-buyers who see the decline as an opportunity.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets, Data Centers, and Treasury and Corporate. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The Treasury and Corporate segment includes the company’s proprietary trading and mining activities, as well as the company’s principal investments and related gains and losses. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxys sharp selloff is being discussed alongside weakness in crypto and AI/data-center stocks, with traders especially worried about its reliance on CoreWeave as a major Helios tenant; fears about CoreWeaves financial health remain speculation. Many also blame managements perceived silence and delayed updates on additional tenants, while some view the decline as an opportunity ahead of earnings.

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

COIN is drawing attention for volatile trading amid Bitcoin swings, crypto-market selling and liquidations, with traders frequently complaining that shares fall with Bitcoin but lag its rebounds. Some are buying the dip and looking toward the upcoming Q3 report, while others remain bearish after the stocks underperformance.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

The FDAs acceptance of CorMedixs REZZAYO supplemental application for priority review in invasive fungal-disease prevention is drawing attention, with traders focused on the potential label expansion and upcoming regulatory decision. Enthusiasm is tempered by frustration that the news has barely moved the share price and broader concerns about DefenCaths reimbursement and competition; acceptance does not guarantee approval.

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 surged after its Phase 3 APOLLO trial of bitopertin met both primary and all secondary endpoints in erythropoietic protoporphyria, strengthening the case for an FDA resubmission after an earlier rejection. Traders are weighing the positive results and potential short-covering against profit-taking, heavy selling, and the remaining regulatory uncertainty.

Cleveland-Cliffs, Inc. is a flat-rolled steel company, which engages in provision of iron ore pellets to the North American steel industry. It focuses on the production of metallic and coke, iron making, steelmaking, rolling and finishing, and downstream tubular components, stamping, and tooling. It operates through the Steelmaking and Other Businesses segments. The company was founded in 1847 and is headquartered in Cleveland, OH.

Cleveland-Cliffs Inc

Cleveland-Cliffs stronger-than-expected third-quarter results and upbeat longer-term earnings outlook are driving the rally. Bulls see improving steel pricing and potential short covering as support, while skeptics question whether the forecast can overcome the companys debt and whether the gains will hold.

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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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IREN Limited

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