SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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 trending as investors discuss the potential impact of a reported earnings miss, attributed to a tax dispute in Brazil, despite revenue being in line with expectations. Community members are debating whether this dip presents a buying opportunity or signals a larger correction for the streaming giant, with some questioning the company's valuation and future growth prospects in an increasingly competitive market.

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 from sellers, advertising, and subscription services through internationally-focused online stores. The AWS segment is composed of global sales of compute, storage, database, 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

Amazon's stock is seeing active discussion despite a widespread AWS outage that impacted numerous online services.  The community is weighing the long-term implications of the outage against the potential for a buying opportunity, especially with earnings approaching. Bullish sentiment remains, with some seeing it as a demonstration of AWS's dominance and integral role in the internet infrastructure.

Cipher Mining, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Mining Inc

CIFR is trending due to a sector-wide selloff, sparking debates about potential manipulation and overbought conditions; the community is weighing whether this dip presents a buying opportunity, or signals further declines. Discussions also involve upcoming earnings and speculation around potential deals, particularly concerning AI data centers. Some traders are expressing concerns about dilution and the stock's correlation with Bitcoin's volatility.

Bitcoin is the first successful internet money based on peer-to-peer technology; whereby no central bank or authority is involved in the transaction and production of the Bitcoin currency. It was created by an anonymous individual/group under the name, Satoshi Nakamoto. The source code is available publicly as an open source project, anybody can look at it and be part of the developmental process.  Bitcoin is changing the way we see money as we speak. The idea was to produce a means of exchange, independent of any central authority, that could be transferred electronically in a secure, verifiable and immutable way. It is a decentralized peer-to-peer internet currency making mobile payment easy, very low transaction fees, protects your identity, and it works anywhere all the time with no central authority and banks.  Bitcoin is designed to have only 21 million BTC ever created, thus making it a deflationary currency. Bitcoin uses the SHA-256 hashing algorithm with an average transaction confirmation time of 10 minutes. Miners today are mining Bitcoin using ASIC chip dedicated to only mining Bitcoin, and the hash rate has shot up to peta hashes.  Being the first successful online cryptography currency, Bitcoin has inspired other alternative currencies such as Litecoin, Peercoin, Primecoin, and so on.  The cryptocurrency then took off with the innovation of the turing-complete smart contract by Ethereum which led to the development of other amazing projects such as EOS, Tron, and even crypto-collectibles such as CryptoKitties.

Bitcoin

Bitcoin is trending as traders debate recent price volatility and potential market manipulation, with some pointing to ETF activity and large players impacting price action. Community members are discussing potential bull traps and the impact of news events, while others speculate on future price movements and compare Bitcoin's performance to gold. Sentiment is mixed, with both bullish and bearish viewpoints being shared amid discussions about market cycles and potential catalysts.

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 trending amid discussions about its pullback from recent highs, with community members debating whether it presents a buying opportunity or signals a deeper correction. Some traders are pointing to potential manipulation and profit-taking, while others remain bullish on the company's long-term prospects in the AI and data center space. The conversation also includes mentions of sector peers and the broader market's influence.

SPDR Gold Trust - SPDR Gold Shares ETF

SPDR Gold Shares ETF

GLD is trending as the price of gold experiences significant volatility, with some investors viewing recent drops as bear traps and opportunities to buy, while others point to overbought conditions and potential pullbacks. Community discussions revolve around factors like central bank activity, global economic uncertainty, and the impact of potential shifts in currency dominance. Some traders are also noting technical indicators and hedging strategies amid the fluctuating prices.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

GOOG is trending as investors discuss its AI strategy and potential partnerships, including rumored collaborations with Anthropic. Community talking points highlight Google's AI capabilities, such as Gemini, DeepMind, and GCP, emphasizing the company's potential to dominate the AI landscape. Broader discussions cover capital expenditures on data centers and a generally positive outlook on the stock's valuation relative to peers.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

Intuitive Surgical is trending due to positive earnings reports, with impressive growth in da Vinci procedures and system placements driving optimism. The community is discussing the potential for the stock to reach new highs, with some highlighting the company's strong market position and recurring revenue model. Despite concerns about margins and tariffs, the overall sentiment is bullish, driven by the increasing adoption of robotic surgery.

Texas Instruments Incorporated engages in the design and manufacture of semiconductors. It operates through the following segments: Analog, Embedded Processing, and Other. The Analog segment semiconductors change real-world signals, such as sound, temperature, pressure or images, by conditioning them, amplifying them and often converting them to a stream of digital data that can be processed by other semiconductors, such as embedded processors. The Embedded Processing segment involves handling specific tasks and can be optimized for various combinations of performance, power, and cost, depending on the application. The company was founded in 1930 and is headquartered in Dallas, TX.

Texas Instruments Inc.

Texas Instruments is under pressure as cautious guidance and tariff concerns overshadow otherwise solid analog-chip growth, sparking community debate about a potential long-term slowdown. The community is actively discussing whether recent price action signals a temporary dip or reflects deeper fundamental weakness for the semiconductor company. Investor sentiment seems to be down due to the unclear guidance.

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. 

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Tradr to Launch Leveraged ETFs on BLSH, DASH, FLY, IREN, NEM, OPEN, QS, SRPT & WULF

Tradr to Launch Leveraged ETFs on BLSH, DASH, FLY, IREN, NEM, OPEN, QS, SRPT & WULF Tradr to Launch Leveraged ETFs on BLSH, DASH, FLY, IREN, NEM, OPEN, QS, SRPT & WULF PR Newswire NEW YORK, Oct. 21...

Bitfarms (BITF) stock fell 5.7% in extended trading on Wednesday after the company revealed its intention to offer $300 million worth of convertible senior notes.The offering comes after the Canadian firm’s U.S.-listed shares closed at the highest level in over three and a half years. The company had a market capitalization of $3.6 billion as of Wednesday. Bitfarms also expects to grant the initial purchasers of the six-year bonds an option to purchase up to an additional $60 million principal amount of notes, under certain conditions.Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/BITF">Bitfarms</a> was still in the ‘extremely bullish’ territory at the time of writing.<figure class="image"><img style="aspect-ratio:801/97;" src="https://news.stocktwits-cdn.com/BITF_Oct_15_JPG_6f4cf54c4d.webp" alt="BITF’s Sentiment Meter and Message Volume as of 09:53 p.m. ET on Oct. 15, 2025 | Source: Stocktwits" width="801" height="97"><figcaption>BITF’s Sentiment Meter and Message Volume as of 09:53 p.m. ET on Oct. 15, 2025 | Source: Stocktwits</figcaption></figure>The company intends to utilize the proceeds from the fundraising for general corporate purposes and to enter into capped call transactions, which are generally expected to reduce the potential dilution to Bitfarm’s ordinary shares upon any conversion of the notes.“They’re raising cheap capital while protecting shareholders from excessive dilution,” one user wrote.<stembedurl>https://stocktwits.com/BigJohnDotCom/message/632496128</stembedurl>“This isn’t desperation financing; it’s an opportunistic raise to strengthen the balance sheet ahead of the next growth phase. Short-term pressure, sure, but long-term, this can put Bitfarms in a stronger position,” another user said.<stembedurl>https://stocktwits.com/lightstorm/message/632481846</stembedurl>Over the past few weeks, other miners, including Cipher Mining and IREN Energy, have also issued convertible bonds to raise capital for expansion into AI data centers. Last week, Bitfarms converted its previously announced private debt facility from Macquarie Group, originally up to $300 million, into a project-specific financing facility of the same amount for the development of its data center campus in Panther Creek, Pennsylvania.Bitfarms' stock has more than quadrupled this year, amid optimism around data centers and a rise in cryptocurrency prices. Earlier this week, the company named Bank of America executive Jonathan Mir as its Chief Financial Officer, replacing Jeff Lucas, who will retire this month.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/salesforce-stock-rises-after-hours-retail-on-long-term-outlook/ch6YV9yR3Vd">Salesforce Stock Rises After-Hours: Retail Traders Cheer Positive Long-Term Outlook</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

Why Did Bitfarms Stock Slide Nearly 6% After Hours?

The company intends to utilize the proceeds from a proposed fundraising for general corporate purposes and to enter into capped call transactions.

Equity

IREN (IREN) stock hit a new all-time high of $70.87 on Tuesday as continuous interest in the company’s artificial intelligence infrastructure and positive business growth fueled optimism among investors.&nbsp;Cantor Fitzgerald has lifted its price target on the stock to $100 from $49, while maintaining an ‘Overweight’ rating, according to TheFly. The firm highlighted that IREN has “heavily leaned into” its AI cloud services in recent months, positioning the company to move beyond its legacy operations.&nbsp;The firm further noted that IREN’s shift toward cloud infrastructure mirrors peers like CoreWeave and asserted that the company still has runway to grow despite recent gains.At the time of writing,&nbsp;IREN stock pared some of the gains and traded over&nbsp;10% higher on Tuesday afternoon. On Stocktwits, retail sentiment around the stock shifted to ‘bullish’ from ‘extremely bullish’ territory the previous day amid ‘high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:930/105;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_14_135217_png_2099de93d4.webp" alt="IREN’s Sentiment Meter and Message Volume as of 01:20 p.m. ET on Oct. 14, 2025 | Source: Stocktwits" width="930" height="105"><figcaption>IREN’s Sentiment Meter and Message Volume as of 01:20 p.m. ET on Oct. 14, 2025 | Source: Stocktwits</figcaption></figure>The stock experienced a 1,368% surge in user messages over 24 hours as of Tuesday morning.On a contracted megawatt basis, IREN’s shares currently trade at a steep discount, about 75% lower compared to its neocloud peers, according to Cantor. The firm projects that this gap will narrow over time. Cantor stated that the firm’s access to land, power capacity, capital, and data center know-how gives it a structural advantage.&nbsp;Meanwhile, BTIG raised its own price target on IREN to $75 from $32 while retaining a ‘Buy’ rating. The firm points to rising demand for prompt power from neoclouds and hyperscalers as a continuing tailwind for firms like IREN.IREN stock has gained 616% in 2025 and over 724% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trilogy-metals-stock-hits-fresh-all-time-highs-on-optimism-around-us-government-stake-in-the-company/ch6mwDmR3Z2">Trilogy Metals Stock Hits Fresh All-Time Highs On Optimism Around US Government’s Stake In The Company</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 Stock Hits Fresh All-Time Highs As AI Infrastructure Demand Picks Up: Retail Chatter Explodes

Cantor Fitzgerald has lifted its price target on the stock to $100 from $49, highlighting that Iren has “heavily leaned into” its AI cloud services in recent months, positioning the company to move beyond its legacy operations.

Bitcoin (BTC) miners extended gains in pre-market trading on Friday after Bernstein analysts said they are emerging as unexpected beneficiaries of the artificial intelligence and high-performance computing boom.&nbsp;The firm cited miners’ access to high-density, pre-secured power capacity as a key advantage in a note&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theblock.co/post/374135/bitcoin-miners-power-edge-key-ai-infrastructure-players-bernstein-iren">cited</a> by The Block. Iren (IREN) jumped as much as 6% after Bernstein named it a top pick with an ‘Outperform’ rating and $75 price target.&nbsp;On Stocktwits, retail sentiment around&nbsp;<a href="http://stocktwits.com/symbol/IREN">IREN’s stock</a> continued to trend in ‘extremely bullish’ territory but chatter dipped to ‘high’ from ‘extremely high’ levels over the past day.TeraWulf (WULF), CleanSpark (CLSK), and Marathon Digital (MARA) also rose in pre-market trade and were among the top trending tickers on the platform, at the time of writing.&nbsp;<a href="http://stocktwits.com/symbol/WULF">Terawulf’s stock</a> rose as much as 8.5%, while&nbsp;<a href="http://stocktwits.com/symbol/CLSK">CleanSpark’s stock</a> rose more than 6% and&nbsp;<a href="http://stocktwits.com/symbol/MARA">Marathon’s stock</a> gained 2%.&nbsp;Retail sentiment around WULF’s stock on Stocktwits rose to ‘extremely bullish’ from ‘bullish’ territory as chatter also jumped to ‘extremely high’ from ‘high’ levels over the past day. Sentiment around CLSK remained in ‘bullish’ territory, accompanied by ‘high’ levels of chatter. While MARA also saw ‘high’ levels of message volume, retail sentiment around the miner dipped to ‘neutral’ from ‘bullish’ over the past day.The rally came despite&nbsp;<a href="http://stocktwits.com/symbol/BTC.X">Bitcoin’s price</a> trading flat in early morning trade at around $121,500, with retail sentiment trending in ‘bullish’ territory amid ‘high’ levels of chatter over the past day.Bernstein said miners’ pre-secured power capacity positions them as key partners for AI cloud providers struggling with interconnection delays and grid congestion. Microsoft (MSFT), for instance, is likely to face data center shortages that will continue into 2026, which is longer than expected, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-10-09/microsoft-forecasts-show-data-center-crunch-persisting-into-2026">report</a> by Bloomberg.&nbsp;The firm noted that miners have collectively secured more than 14 gigawatts of grid-connected power, much of it in areas with surplus renewable energy. This potentially cuts AI data center build times by as much as 75% giving miners a head start over greenfield developers who face multi-year interconnection queues, it said.&nbsp;"Bitcoin miners began securing power infrastructure early (2019–21)," Bernstein said, which provides them an edge to now offer scalable power capacity and infrastructure already designed for compute-intensive operations.“Access to the grid has become a very scarce resource in the U.S.,” the analysts wrote, arguing that miners’ early investments now make them strategic partners for hyperscalers and AI infrastructure providers. They added that Bitcoin miners are bridging the two compute economies of volatile Bitcoin mining and stable AI infrastructure hosting.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bnb-solana-lead-decline-among-tokens-as-bitcoin-consolidates-near-121-k/ch6aHpTR3SO">BNB, Solana Lead Decline Among Major Tokens As Bitcoin Consolidates Near $121K</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, the TeraWulf (Tera Wulf) logo is seen displayed on a smartphone screen.

WULF, MARA, CLSK, IREN Rally After Bernstein Says Bitcoin Miners Poised To Benefit From AI Boom: Report

The firm cited miners’ access to high-density, pre-secured power capacity as a key advantage.

IREN Limited (IREN) Moves 6.8% Higher: Will This Strength Last?

IREN Limited (IREN) witnessed a jump in share price last session on above-average trading volume. The latest trend in earnings estimate revisions for the stock doesn't suggest further strength down the road.

IREN Energy (IREN) stock fell 4.9% in extended trading on Tuesday after the company revealed its intention to offer $875 million worth of convertible senior notes.The offering comes after IREN stock closed at an all-time high of $61.68. IREN had about 272 million outstanding shares as of June 30. The company stated that it also expects to grant the initial purchasers of the six-year bonds an option to purchase up to an additional $125 million principal amount of notes.The company intends to utilize the proceeds from the fundraising for general corporate purposes and to enter into capped call transactions, which are generally expected to reduce the potential dilution to IREN’s ordinary shares upon any conversion of the notes.Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/IREN">IREN stock</a> was still in the ‘extremely bullish’ territory compared with ‘bullish’ a day ago.<figure class="image"><img style="aspect-ratio:792/99;" src="https://news.stocktwits-cdn.com/IREN_Oct_8_JPG_4d05741d6e.webp" alt="IREN’s Sentiment Meter and Message Volume as of 11:28 p.m. ET on Oct. 7, 2025 | Source: Stocktwits" width="792" height="99"><figcaption>IREN’s Sentiment Meter and Message Volume as of 11:28 p.m. ET on Oct. 7, 2025 | Source: Stocktwits</figcaption></figure>The Bitcoin miner is undergoing a strategic shift to become an artificial intelligence data center operator. Last month, the company announced the doubling of its AI Cloud GPU capacity to 23,000, targeting $500 million in annualized revenue by early 2026.IREN stock jumped 6.8% on Tuesday after the company said it has signed additional multi-year cloud services contracts with leading AI companies for NVIDIA Blackwell GPU deployments. It noted that to date, it has secured contracts for slightly less than half of the 23,000 GPUs, representing approximately $225 million in AI Cloud annualized run-rate revenue, expected to be in operation by the end of 2025.The company also stated that it is engaging with existing and prospective customers through site tours, technical diligence, and commercial negotiations for additional contracts beyond the 23,000 GPUs.One Stocktwits user wrote that the company now has more cash to bolster its GPU holdings. “This could finish out the Canadian GPU expansion and bring the CSP [Cloud Service Provider] revenue to $1.3B ARR. &nbsp;This pushes the share price over $100 even with dilution,” the trader noted.<stembedurl>https://stocktwits.com/GordonGekko888/message/631402662</stembedurl>“If you believe the growth story, stop worrying about the converts; you need capital to grow, otherwise you stall,” another user said.<stembedurl>https://stocktwits.com/robpas/message/631394863</stembedurl>IREN stock has jumped nearly sixfold this year.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/exxon-eyes-return-to-iraq-plans-to-explore-majnoon-oil-field/ch6E54rR3LR">Exxon Eyes Return To Iraq, Plans To Explore Majnoon Oil Field: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Why Did IREN Energy Stock Slide Nearly 5% After Hours?

The company said earlier that it has signed additional multi-year cloud services contracts with leading AI companies for NVIDIA Blackwell GPU deployments.

IREN (IREN) announced on Tuesday that it has entered into new multi-year agreements with major AI firms, tied to the deployment of the Nvidia Blackwell GPUs (graphics processing units).&nbsp;Following the announcement,&nbsp;<a href="https://stocktwits.com/symbol/IREN">IREN stock</a> traded over 8% higher in Tuesday’s premarket.&nbsp;These recent contracts follow the company's expansion of its AI Cloud capacity, with IREN forecasting that its GPU infrastructure could generate over $500 million in annual recurring revenue (ARR) once its fleet of 23,000 GPUs is fully online by the end of the first quarter (Q1) 2026.&nbsp;Retail sentiment around the stock jumped to ‘bullish’ from ‘neutral’ territory the previous day. Message volume improved to ‘high’ from ‘low’ in 24 hours.&nbsp;Out of the 23,000 GPUs planned for operation, contracts are already in place for roughly 11,000 units. These agreements represent an estimated $225 million in annual cloud revenue, expected to be active by the end of 2025.According to IREN, these contracts are being signed at pricing levels that allow for revenue payback within about two years, and most are structured with two-year terms.“With nearly 3GW of grid-connected power across North America and a cloud services business scaling in size and reputation, we believe IREN is well-positioned to scale with the rapid growth in AI compute needs,” said co-founder and co-CEO of IREN, Daniel Roberts.&nbsp;IREN holds a portfolio of 2,910 megawatts (MW) of power and accompanying land assets. Its campuses in British Columbia, combined with its Horizon 1 and Horizon 2 data centers currently being constructed in Childress, Texas, are designed to accommodate more than 100,000 GPUs once fully operational.IREN stock has gained 488% in 2025 and over 591% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/grrr-shares-rally-over-4-percent-pre-market-retail-says-stock-should-be-trading-over-40/ch6PBTQR3Wu">GRRR Shares Rally Over 4% Pre-Market, Retail Says Stock Should Be Trading Over $40: ‘Unbelievable! Way, Way Undervalued’</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

What’s Pushing IREN Stock Higher Pre-Market Today?

The recent contracts follow the company's expansion of its AI Cloud capacity, with IREN forecasting that its GPU infrastructure could generate over $500 million in annual recurring revenue.

IREN Ltd (IREN) stock gained 5.8% in extended trading on Monday, after rising over 14% in the regular session to hit a fresh all-time high.The stock gained over 77% in September, its best monthly performance since May 2024. Monday’s gains came amid a rise in broader markets propelled by a deal between OpenAI and AMD, which could hand the Sam Altman-led company a 10% stake in the chipmaker. Bitcoin prices also jumped to all-time highs.However, the Bitcoin miner is undergoing a strategic shift to become an artificial intelligence data center operator. Last month, the company announced the doubling of its AI Cloud GPU capacity to 23,000, targeting $500 million in annualized revenue by early 2026. Iren is expected to provide a monthly update later this week.Retail sentiment on Stocktwits about <a href="https://stocktwits.com/symbol/IREN">IREN</a> was in the ‘bullish’ territory at the time of writing, while retail message volume jumped over 385% over the past 24 hours.<figure class="image"><img style="aspect-ratio:787/90;" src="https://news.stocktwits-cdn.com/IREN_Oct_7_JPG_ac2e1caf85.webp" alt="IREN’s Sentiment Meter and Message Volume as of 12:07 a.m. ET on Oct. 7, 2025 | Source: Stocktwits" width="787" height="90"><figcaption>IREN’s Sentiment Meter and Message Volume as of 12:07 a.m. ET on Oct. 7, 2025 | Source: Stocktwits</figcaption></figure>“It’s institutional flow, hedge funds, or shorts covering. Whatever it is, it isn’t dumb retail money,” one Stocktwits user wrote, speculating whether a large deal might be around the corner.<stembedurl>https://stocktwits.com/GordonGekko888/message/631249181</stembedurl>“The only way this ramps this heavy … is if institutions have given up holding it back. Someone knows something. News is imminent,” another user wrote.<stembedurl>https://stocktwits.com/DeMaven/message/631244910</stembedurl>The company stated last month it had acquired an additional 12,400 GPUs for roughly $674 million. This includes 7,100 Nvidia B300s, 4,200 Nvidia B200s, and 1,100 AMD MI350Xs. Iren and its peers, such as Cipher Mining, are capitalizing on a surge in demand for AI data center capacity. Last month, a pure-play data center firm, Nebius, signed a $17.4 billion contract with Microsoft to provide GPU infrastructure.IREN, which runs its data centers entirely through renewable energy, already has 810 megawatts of installed capacity in the U.S. across five locations. The company is also adding further capacity, with 2.1 GW under construction and over 1 GW in the pipeline.IREN stock has risen more than fivefold this year. However, its lofty valuation has also attracted some scrutiny on Wall Street. Last month, JPMorgan Chase analysts downgraded the stock due to concerns over the recent surge in share prices.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/why-did-solaris-energy-infrastructure-stock-dip-over-6-after-hours/ch62UlDR3WT">Why Did Solaris Energy Infrastructure Stock Dip Over 6% After-Hours?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Bitcoin Miner IREN’s Stock Hits All-Time High — Retail Ponders If A Big Deal Is On The Cards

The rise comes amid the company’s strategic shift to becoming an artificial intelligence data center operator.

3 Best Performing Stocks in 2025 (OKLO, IREN, NBIS)

Oklo Inc., IREN Limited, and Nebius Group N.V. have been the best performing stocks in the market this year thanks to the AI boom. Can they continue to rally?

IREN stock saw a bearish shift in rating from JPMorgan Chase &amp; Co., which downgraded the stock to ‘Underweight’ from ‘Neutral’ amid questions about the sustainability of its recent valuation surge, according to TheFly.&nbsp;Analyst Reginald Smith, however, raised the price target on the stock to $24 from $16. IREN’s valuation appears to reflect expectations&nbsp;around a massive colocation agreement exceeding one gigawatt at its Sweetwater site in Texas.Following the rating update,&nbsp;<a href="https://stocktwits.com/symbol/IREN">IREN stock&nbsp;</a>traded over 6% lower in Friday’s premarket and was the second-most trending equity ticker on Stocktwits. Retail sentiment around the stock improved to ‘extremely bullish’ territory from ‘bullish’ amid ‘high’ message volume levels.&nbsp;<figure class="image"><img style="aspect-ratio:928/100;" src="https://news.stocktwits-cdn.com/Screenshot_2025_09_26_070745_png_4fa6413e96.webp" alt="IREN’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Sep. 26, 2025 | Source: Stocktwits" width="928" height="100"><figcaption>IREN’s Sentiment Meter and Message Volume as of 07:00 a.m. ET on Sep. 26, 2025 | Source: Stocktwits</figcaption></figure>The stock saw a 134% increase in user message count over the past week. Stocktwits users appeared to remain optimistic about the company despite the downgrade.&nbsp;<stembedurl>https://stocktwits.com/Liquidmotions/message/630093147</stembedurl><stembedurl>https://stocktwits.com/arbitraryalien/message/630092065</stembedurl>If finalized, the colocation agreement&nbsp;would represent a historic level of capital investment and operational scale in the bitcoin mining and high-performance computing sector, said the analyst.&nbsp;JPMorgan acknowledges the potential for this scale of growth to materialize in time. However, the firm believes that the risks currently outweigh the potential rewards. The reassessment comes as mining economics continue to shift, with fluctuations in bitcoin prices and upside from high-performance computing (HPC).On September 23, IREN said it has doubled its AI Cloud capacity to a total of 23,000 GPUs (graphic processing units), supporting the company’s goal of achieving more than $500 million in annualized AI Cloud revenue by the first quarter of 2026.IREN stock has gained over 371% in 2025 and 407% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/fund-strat-s-tom-lee-compares-nvidia-valuation-with-walmart-costco-and-cisco-s-dotcom-peak/chDVITZR3I1">Is Nvidia Stock A Bargain Buy? FundStrat’s Tom Lee Compares Valuation With Walmart, Costco And Cisco’s Dotcom Peak</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Why Is IREN Stock Falling Today? 

JPMorgan cited that IREN’s valuation appears to reflect expectations around a massive colocation agreement exceeding one gigawatt at its Sweetwater site in Texas.

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