# AI infrastructure stocks — X 热门讨论 (2026-09-25 17:19 UTC)
## @LongGameEquity (LongGameEquity) · 09-25 13:01 · ♥50 ↻5 💬15 🚨 AGENTIC AI IS THE NEXT BIG AI THEME 🤖
6 stocks to watch closely: 🧵👇
1/ $AMD — AMD
Building CPUs, GPUs and full-stack infrastructure designed for the agentic AI era. https://t.co/BForpv3AKq https://x.com/LongGameEquity/status/2103469821501325577
## @j2kithforever (J2KH_forever) · 09-25 14:45 · ♥36 ↻1 💬13 $IREN dragged down by a broader sell-off in the AI sector
$IREN fell today, but the decline appears to stem from a sector-wide reset rather than company-specific issues. In early trading, IREN dropped approximately 5.4% to $43.68. Investors continued to sell off AI infrastructure-related stocks, triggered by Nscale’s IPO filing, which targets a valuation of up to $35 billion. This filing provided the market with a new valuation benchmark and reignited debates regarding GPU pricing, new supply, and whether current profit margins can be sustained as more AI capacity comes online. Bernstein maintained an "Outperform" rating on IREN but warned that an easing of AI compute supply constraints could put downward pressure on pricing across the entire sector. Recent "Sell" ratings assigned to CoreWeave and Nebius have also heightened market caution. IREN faces its own challenges as well: while FY26 revenue grew 41.1% year-over-year, the company still reported a net loss of $702.6 million. With the S&P 500 and Nasdaq remaining largely flat today, this decline is better characterized as a sector-wide trend rather than a reaction to negative news specific to the stock.
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