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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 due to a recently announced multi-year GPU cloud services contract with Microsoft valued at nearly $9.7 billion, sparking community excitement. The deal includes access to NVIDIA GB300 GPUs and a significant prepayment, solidifying IREN's position in the AI infrastructure space. Bullish investors anticipate further upside, while some debate the deal's value and the company's future earnings potential ahead of its upcoming earnings report.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UNH is trending downwards, sparking concerns and frustration among investors following recent earnings despite positive analyst ratings. Community discussions revolve around potential market manipulation, government shutdown impacts, and speculation about the stock's future direction. Some traders are taking losses, while long-term investors are holding, hoping for a rebound.

RAGE GUY (RAGE) is a cryptocurrency inspired by the Rage Guy meme, one of the earliest and most recognizable characters from internet rage comics. The project captures the cultural legacy of early meme history and brings it onto the blockchain in tokenized form. It is designed as a community-driven digital asset that celebrates internet culture, nostalgia, and the role memes play in shaping online communities.

Rage Guy

The Rage Guy meme coin is trending as the community rallies around a return to OG meme culture and strong community values. Active community engagement, Telegram raids, and an ongoing art contest are fueling excitement. Discussions center around building a strong base and the potential for a moonshot.

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

Cipher Mining ($CIFR) is trending following news of a $5.5 billion deal with Amazon Web Services (AWS) to provide AI infrastructure, alongside a mixed earnings report. The community is discussing the significance of the AWS partnership and the company's pivot towards AI, while some express concerns about short sellers and potential market manipulation. Overall sentiment seems bullish, with some traders setting new price targets, emphasizing the increasing demand for AI data centers.

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 downwards, with community chatter focused on potential support levels and the possibility of further drops, as some traders speculate about a deeper correction. The price action has triggered discussions about market manipulation and the influence of large holders, while others remain bullish, citing long-term fundamentals and historical patterns. Overall, the community is closely watching key price levels and debating the short-term direction amid broader market uncertainty.

Dog (Bitcoin) is a fully decentralized memecoin on the Bitcoin blockchain, backed by a community dedicated to onboarding millions of people to Bitcoin.  Dog is secured by the Bitcoin blockchain and exists on Bitcoin L1, marking a significant innovation compared to Bitcoin with just BTC. Dog is a Bitcoin Runes token with a minimal on-chain footprint, native to Bitcoin, and stored in UTXOs, just like Bitcoin.   What is the project about?  Dog does not do any paid promotion and is fully decentralized just like Bitcoin. Every influencer who chooses to post about Dog either received the airdrop or bought on secondary. Dog leverages the CC0 license to ensure that Dog is not owned by any single entity but rather by everyone. This had lead to the "DOG Army" independently creating art, apps, lotteries, plushies, websites, podcast, magazines, X account, IRL meetups, clothing lines, PFP collections, Telegram groups, and TikTok/Instagram about Dog.  What makes your project unique?  Dog was airdropped in the fairest memecoin launch ever. In early 2024, the Bitcoin Ordinals ecosystem came together in a full volunteer initiative that rewarded early adopters of the Ordinals Protocol. There was no team allocation, and 100% of the supply was airdropped for free. The airdrop algorithm favored neither whales nor influencers; it was determined by the community and made open-source for maximum transparency.

Dog (Bitcoin)

Dog (Bitcoin) is trending as community members highlight its unique position as a meme coin built on the Bitcoin blockchain, contrasting it with meme coins on other chains. Community members emphasize its fair launch, strong community, and potential for significant growth. Discussion also revolves around its treasury backing and growing adoption, with some suggesting it could be the next big meme on Bitcoin.

Boqii Holding Ltd. operates as a holding company with interest in operating online pet stores. It provides services through its subsidiaries. The company was founded by Liang Hao, Tang Yingzhi, and Chen Di in December 2007 and is headquartered in Shanghai, China.

Boqii Holding Limited - Ordinary Shares - Class A

Boqii Holding Limited - ADR

Boqii Holding is trending due to a significant surge, triggering multiple trading halts and attracting day traders. The community is actively discussing the potential for a short squeeze and further upward movement, while also noting the stock's history of extreme volatility and prior pump-and-dump schemes. Amidst the stock's rapid price swings, some traders express concerns about potential manipulation and the risks associated with Chinese stocks.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: Cybersecurity, Internet of Things (IoT), and Licensing and Other. The Cybersecurity segment includes the brand Cylance, BlackBerry Spark, AtHoc, and SecuSUITE. The IoT segment focuses on software licenses, support, maintenance, and professional services. The Licensing and Other segment involves the intellectual property licensing arrangements and settlement awards. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is trending as investors discuss its potential role in the robotics and automotive sectors, particularly related to its QNX operating system and partnerships with companies like NVIDIA. The community is sharing articles highlighting BlackBerry's cybersecurity efforts and the increasing demand for QNX in various industries. Some investors believe the stock is undervalued, with the potential for significant growth.

Kenvue, Inc. is a consumer health company, which engages in manufacturing and selling healthcare products which includes cosmetics, drugs, and medical devices. Its brands include Aveeno, BAND-AID Brand, Johnson’s, Listerine, Neutrogena, and Tylenol. It operates through the following segments: Self Care, Skin Health and Beauty, and Essential Health. The Self Care segment includes cough, cold and allergy, pain care, digestive health, and smoking cessation. The Skin Health and Beauty segment offers face and body care, and others. The Essential Health segment focuses on oral care, baby care, women's health, and wound care. The company was founded on February 23, 2022 and is headquartered in Summit, NJ.

Kenvue Inc

Kenvue ($KVUE) is trending amid discussions about its acquisition by Kimberly-Clark ($KMB) in a deal involving cash and stock, with some arguing about its valuation and potential regulatory risks. The community is actively debating the deal's terms, potential upside, and the impact of lawsuits concerning Tylenol and its alleged link to autism. Some traders express frustration over option premiums, while others speculate on further developments and potential competing bids.

uniQure NV engages in the discovery, development, and commercialization of innovative gene therapies. Its discoveries intend to treat hemophilia, Huntington's disease, glybera, and cardiovascular problems. The company was founded by Sander J. van Deventer in 1998 and is headquartered in Amsterdam, Netherlands.

uniQure N.V.

uniQure NV

uniQure ($QURE) is trending due to an unexpected shift in the FDA's stance on their Huntington's disease therapy, AMT-130, leading to uncertainty around its BLA submission. The community is debating the implications of the FDA's decision, potential delays, and the path forward for the treatment while some question the current valuation. Some traders believe a buyout is coming.

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<ul class="summary-bullets"><li>CFO Susan Li stated on the earnings call that capex growth will be notably higher in 2026 and that total expenses will grow at a significantly faster rate.</li><li>Meta disclosed a plan to issue bonds worth up to $30 billion to cover its higher spending.</li><li>For the YTD period, Meta stock has risen nearly 11%, eroding some of the 35% gain it had reached in mid-August.</li></ul>Meta Platforms, Inc. (META) stock has dropped approximately 14% in the two sessions following the company’s quarterly results, with the weak sentiment stemming from an unexpected tax provision that dented bottom-line results and the higher capital expenditure (Capex) flagged by the company.The extravagant capex plan weighed more heavily on investors' minds than the earnings miss. The social media giant called the higher tax provision under President Donald Trump’s tax bill a one-time occurrence and stated that federal cash tax payments would be significantly lower for the remainder of 2025 and future years.&nbsp;<a href="https://stocktwits.com/symbol/META">Meta’s stock</a> was among the top five trending equity tickers on Stocktwits by late Sunday as retail traders deliberated the potential offshoots of the higher spending.<h2 class="st-heading-2">Meta Aggressive Among Mag 7s</h2>The Menlo Park, California-based company has guided its 2025 capital expenditures (capex) to $70 billion to $72 billion, raising the low end of the range from the previously forecasted $66 billion. This represented a marked increase from the $39.23 billion spent in 2024. It also flagged total spending of $116 billion to $118 billion.CFO Susan Li stated on the earnings call that capital expenditures (capex) dollar growth will be notably higher in 2026 and that total expenses will grow at a significantly faster rate. Li attributed the outlook to the set of investments the company is making in its ads and organic engagement initiatives in 2026 to drive revenue growth, as well as the progress it seeks to make with its artificial intelligence (AI) models and products.A review of&nbsp;rival Magnificent Seven companies' capital expenditure plans reveals that Meta is the most aggressive. Alphabet’s Google looks to spend $91 to $93 billion in capex this year. While Microsoft did not quantify its capex plans, the company stated that it is increasing spending on GPUs and CPUs to accelerate demand. CFO Amy Hood predicted sequentially higher capex for 2026 and a higher growth rate as well.&nbsp; Deepwater Asset Management’s Gene Munster said he expects Meta’s capital expenditures to rise by 60% in 2026. He expects a 45%-50% increase for Microsoft and a 25% hike for Alphabet.Munster estimates Apple’s 2026 capital expenditures to be between $12 billion and $14 billion, as the company relies on both first- and third-party capacity. E-commerce giant Amazon, which has a thriving cloud business, predicts $125 billion in capex for 2025 and a higher amount for the following year.In a filing on Thursday, Meta disclosed plans to issue bonds worth up to $30 billion to cover its higher spending.<h2 class="st-heading-2">Wall Street Analysts Weigh In On Meta’s Extravagance</h2>While noting that the Mark Zuckerberg-led company's capex and spending estimates for 2025 were both above the consensus estimates, Wedbush analyst Daniel Ives said, “While the ultimate level of investment contemplated this year has increased, we believe the spending has been justified, with the infusion of AI capabilities across the company's ad stack and content recommendation engines driving tangible results for Meta's Family of Apps and Reality Labs.”Truist analyst Youssef Squali, while&nbsp;cutting Meta's price target to $875 from $900, stated that&nbsp;the company&nbsp;continues to earn the right to invest as long as it delivers faster top-line growth and free cash flow in the near term, according to a summary on&nbsp;The Fly. Meta’s revenue grew 26% year over year to $51.24 billion in the September quarter. It guided fourth-quarter revenue to $56 billion to $59 billion, with the midpoint translating to roughly 19% YoY growth.RBC Capital Markets highlighted the significant increase in the 2026 opex/capex outlook, as well as an AI product narrative that still screens largely unproven for many investors. The firm lowered its price target for the stock to $810 from $840. On the other hand, Roth Capital said the double-barreled spending on Reality Labs and AI infrastructure creates a "sentiment air-pocket", but recommended that investors should buy the weakness.<h2 class="st-heading-2">Retail Retains Bullish Bias</h2>On Stocktwits, retail investors remained ‘extremely bullish’ on Meta shares amid the stock turbulence and analysts’ mixed outlook on Meta’s capex plan. The message volume on the stream was also ‘extremely high.’A&nbsp; bullish user said the “3-Day Rule” is in effect, and Monday is probably the best day to buy before a bounce back.<stembedurl>https://stocktwits.com/WeeklyOptionsTrading/message/634646860</stembedurl>Another user suggested that the stock decline was an “overreaction”&nbsp;to a transparent tax error. “I’m so bullish. Wall Street [is] stealing shares,” they said.<stembedurl>https://stocktwits.com/Tommy_Strawn/message/634642843</stembedurl>For the year-to-date period, Meta stock has risen nearly 11%,&nbsp;erasing some of the substantial gains it had recorded in mid-August.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nio-smashes-delivery-record-as-onvo-l90-demand-soars/cL2ZrYuR3yp">Nio Smashes Delivery Record As Onvo L90 Demand Soars — Retail Hopes For Fresh Breakout</a>

In this photo illustration, a person holds a smartphone displaying the logo of Meta Platforms Inc. (NASDAQ: META)von July 28, 2025 in Chongqing, China. 

Zuckerberg's Massive AI Spending Plans For Meta Rattle Wall Street — But Retail Investors Stay Bullish

Meta analysts have expressed concerns about the company’s massive capital expenditure plan, although most expect the spending to solidify its AI prowess.

Equity

Meta analysts have expressed concerns about the company’s massive capital expenditure plan, although most expect the spending to solidify its AI prowess.



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Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

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Meta is trending as investors digest recent news regarding increased capital expenditures for AI and a one-time tax charge, leading to concerns about profitability and future growth. The community is debating whether the pullback is a buying opportunity or a sign of deeper issues, with some citing the company's strong core business and potential for AI innovation while others express skepticism about Meta's spending and strategic direction relative to its peers.

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