The company's Q4 2025 earnings, filed on February 5, 2026, showed a $12.44 billion net loss, driven by a $17.44 billion unrealized loss on digital assets. Shockingly, Strategy holds 713,502 bitcoins valued at $59.75 billion against a cost basis of $54.26 billion, leaving the company essentially underwater on its massive bet.
Still the big name in the market today, NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) shares dipped over the past week, but retail investors on Reddit are turning bullish after Meta Platforms (NASDAQ:META) announced a massive multi-year AI infrastructure deal on February 18. NVIDIA sentiment jumped to 59 this week from 54.2 over the past month, with the Meta partnership announcement driving most of the conversation.
Shares of IREN ( NASDAQ:IREN) are trading at $47.9, extending an impressive 17% gain over the past week. The stock now commands the highest social sentiment score across all tracked equities, registering 85 out of 100 on Reddit as of December 7. That puts IREN 18.6 points ahead of the second-place stock, Alphabet ( NASDAQ:GOOGL), which scored 66.4. Reddit Activity Surges on r/stocks IREN discussion on Reddit reached elevated levels over the December 6-7 weekend, with activity scores peaking at 44 and remaining above 30 across eight consecutive periods. The sentiment data shows concentrated discussion around the Microsoft AI Cloud contract, the company's profitability transformation, and its GPU deployment plans. The concentration of discussion within r/stocks, rather than dispersed across promotional subreddits, signals genuine community interest in the stock's fundamentals.
