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What the street is doing, not what I think

What top X accounts are doing, not what I think

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GLXY

Galaxy DigitalSmall cap (market cap < $50B)Earnings 10/27Partly aligned
Close 18.16 (2026-10-15)28 days -18.5%1Y -56.7%28 d mentions 3

Stance mix of tracked accounts 2 accounts mentioned it · latest post counts

BullishNeutralNo stanceBearish
Bullish
0
Neutral
0
No stance
1
Bearish
1
Accounts BullNeuBearNone
@ripster47Views ›0001
@StockSavvyShayViews ›0110

Consensus and splits Reasons (analyst tagged) and views from the past 14 days

Bull case
  • none
Bear case
  • 1Sentiment
  • @StockSavvyShay: @StockSavvyShay: the neocloud selloff continues: $NBIS -10%, $IREN -10%, $CIFR -9%, $HUT -9%, $CORZ -8%, $CLSK -8%, $CRWV -8%, $GLXY -7%.

Partly aligned. No clearly opposing views so far.

Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
Bearish weakened (was Neutral)
Sentiment · Short term · @StockSavvyShay: the neocloud selloff continues: $NBIS -10%, $IREN -10%, $CIFR -9%, $HUT -9%, $CORZ -8%, $CLSK -8%, $CRWV -8%, $GLXY -7%.
2026-10-15 21:43 HKT Original post ↗
No stance
Basis not tagged · (Reposted by @ripster47) @TENETTRADEGROUP posts its Market Wake-Up Summary for Oct 13, listing the names it is watching: $SPX $SNDX $NVTS $NVDA $AMAT $GOOGL $PL $CRDO $INTC $TSM $S $OKLO $META $QBTS $NFLX $CIFR $FRMI $AMD $BNTX $DPZ $ACI $UNH $JPM $GS $C $GLXY $GEMI $HUN $SOFI $OLN $LYB $ADBE $ASTS $EFXT $SPIR $FUN and bitcoin. The post itself gives no view on any of them.
2026-10-13 20:45 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/10–10/16 · 3 posts · Bull 0 / Bear 1
    @StockSavvyShay: @StockSavvyShay: the neocloud selloff continues: $NBIS -10%, $IREN -10%, $CIFR -9%, $HUT -9%, $CORZ -8%, $CLSK -8%, $CRWV -8%, $GLXY -7%. (Bearish)
  • 10/3–10/9 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/26–10/2 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/19–9/25 · 0 posts · Bull 0 / Bear 0
    No discussion

Key views and how they evolved Newest first

GLXY Small capEarnings 10/27 Bearish weakened2026-10-15 21:43 HKTOriginal post ↗

@StockSavvyShay: the neocloud selloff continues: $NBIS -10%, $IREN -10%, $CIFR -9%, $HUT -9%, $CORZ -8%, $CLSK -8%, $CRWV -8%, $GLXY -7%.

See original

The neocloud massacre continues 😳 • $NBIS -10% • $IREN -10% • $CIFR -9% • $HUT -9% • $CORZ -8% • $CLSK -8% • $CRWV -8% • $GLXY -7%

Image 1 ↗

Reasoning: Sentiment · Short term

@StockSavvyShay says neoclouds have been falling off a cliff over the past six months: $WYFI -69%, $CIFR -61%, $WULF -56%, $IREN -51%, $CORZ -50%, $CLSK -48%, $CRWV -44%, $GLXY -44%, $HUT -39%, $NBIS -31%.

See original

Neoclouds have been falling off a cliff over the past six months: • $WYFI -69% • $CIFR -61% • $WULF -56% • $IREN -51% • $CORZ -50% • $CLSK -48% • $CRWV -44% • $GLXY -44% • $HUT -39% • $NBIS -31%

Reasoning: Not tagged by analyst

No-stance mentions (1)
GLXY Small capEarnings 10/27 No stance↻ Repost of @TENETTRADEGROUP2026-10-13 20:45 HKTOriginal post ↗

(Reposted by @ripster47) @TENETTRADEGROUP posts its Market Wake-Up Summary for Oct 13, listing the names it is watching: $SPX $SNDX $NVTS $NVDA $AMAT $GOOGL $PL $CRDO $INTC $TSM $S $OKLO $META $QBTS $NFLX $CIFR $FRMI $AMD $BNTX $DPZ $ACI $UNH $JPM $GS $C $GLXY $GEMI $HUN $SOFI $OLN $LYB $ADBE $ASTS $EFXT $SPIR $FUN and bitcoin. The post itself gives no view on any of them.

See original

Tenet Market Wake-Up Summary 📷📷 October.13.26 $SPX $SNDX $NVTS $NVDA $AMAT $GOOGL $PL $CRDO $INTC $TSM $S $OKLO $META $QBTS $NFLX $CIFR $FRMI $AMD $BNTX $DPZ $ACI $UNH $JPM $GS $C $GLXY $GEMI $HUN $SOFI $OLN $LYB $ADBE $ASTS $EFXT $SPIR $FUN bitcoin:native @ripster47 | @tenet_research | @TenetCharts

Image 1 ↗

Reasoning: Not tagged by analyst

Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.

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