# AI infrastructure stocks — X 热门讨论 (2026-10-10 03:08 UTC)

## @ZeeshanAbid982 (Zeeshan Abid) · 10-10 02:08 · ♥32 ↻0 💬29 OpenAI’s reported revenue numbers have put the AI trade back in focus.

Oracle is one stock I’m watching closely.

$ORCL recently rebounded to $141.71 after dipping to $136.24. I’m watching the $143 area to see whether buyers can sustain the recovery. No need to chase a move without confirmation.

Bigger question is whether massive AI infrastructure spending can translate into sustainable revenue and returns. That’s what makes the next move in AI-related stocks worth watching.

Meanwhile @bitget Alliance Program reward pool has crossed $4 million. Program allocates 60% to trading rewards and 40% to asset rewards, with eligible users sharing rewards based on their qualifying activity

I’m keeping an eye on both the market reaction and the growing Alliance Program pool.

#BitgetAllianceBingo https://x.com/ZeeshanAbid982/status/2108741362757537882

## @SmallCapSnipa (Small Cap Snipa) · 10-10 01:04 · ♥47 ↻3 💬4 William Blair says Neocloud stocks are not for the faint of heart:

They called the sector one of the fastest-moving and most capital intensive markets in technology history.

The long-term opportunity is massive, and the near-term demand signals continue to point toward consistent AI infrastructure investment, tight capacity, and willingness for customers to commit large prepayments ahead of deployments. > 引用 @pequityresearch: William Blair has neocloud revenues growing from roughly $26 billion in 2026 to $200-300 billion by 2031.

$CRWV $NBIS $IREN https://t.co/q7BTXkJyQA https://x.com/SmallCapSnipa/status/2108725261059367088

## @SolanaHub_ (Solana Hub) · 10-09 20:00 · ♥32 ↻5 💬8 The State of Tokenized Equities on Solana: September in Review

September was a milestone month for tokenized equities on @solana, with supply reaching a reported $780.5M, spot trading volume hitting $4.25B, and holders surpassing 1 million. New products, institutional integrations, and regulatory developments further expanded the market.

Memestocks also attracted attention. Super Inu ($SI), paired with tokenized Nvidia stock ($NVDAx), reportedly reached a $60.9M market cap and briefly became StonkFun's largest memecoin by market cap

Key Milestones

> Tokenized Equity Supply Reaches $780.5M

Tokenized equity supply on @solana reached a reported record of $780.5M, highlighting the expansion of stock-based assets onchain.

> SHEIN Goes Onchain

@SHEIN_Official became available as a tokenized stock on Solana through @xStocksFi, extending the market beyond U.S.-listed equities.

> Stocklana Launches

@solana introduced Stocklana, a tokenized-equity hackathon offering $100K+ in prizes. Around the same time, tokenized $GRND recorded approximately $31M in trading volume within 24 hours, exceeding its previous day's NYSE volume.

> Dangote Refinery IPO Reaches Solana

@NectarFi and @GetEquity launched access to the Dangote Petroleum Refinery and Petrochemicals IPO on Solana, with stablecoin subscriptions starting at ₦10,000.

> Project Harmonia Opens Applications

Project Harmonia connected Solana with @Allfunds' institutional fund distribution network, creating a pathway for eligible tokenized funds to reach a broader investor base.

> Dawn Connects Stablecoins With Digital Infrastructure

@DawnInternet introduced its USD.infra Vault, linking stablecoin capital with digital infrastructure projects, including AI compute and wireless connectivity.

> Tokenized Equity Holders Surpass 1 Million

Solana crossed 1 million tokenized equity holders, marking a significant milestone in participation across its tokenized stock market.

> Raydium Crosses $6B in Stock Trading Volume

@RaydiumProtocol surpassed $6B in cumulative tokenized stock trading volume. Solana also overtook Robinhood in weekly tokenized commodity spot volume for the first time.

> Metaplex Introduces a Permissioned RWA Standard

@metaplex introduced MPL-3643, a standard for permissioned real-world assets and tokenized securities on Solana. It supports compliance features such as transfer restrictions, lockups, verified-wallet access, and jurisdictional controls.

Market Activity

Tokenized equities generated approximately $4.25B in September spot volume, while tokenized commodities recorded around $264.6M. Allium data also showed that RWA holders on Solana increased fivefold over the past year, with tokenized stocks accounting for 98% of the increase since April. https://x.com/SolanaHub_/status/2108648699094352107