$BIRD — FinTwit mentions on Surfaced

$BIRD — FinTwit mentions on Surfaced

Recent mentions

43 mentions

@almacap114204May 22, 2026 · 6:10 AM

Galaxy is an interesting one. 35% off ATH and in the AI sector, very rare in this market. SOTP below puts equity value at ~$17.8bn vs. a current market cap of ~$11.5bn. Significant discount to the parts but the Helios estimate is doing a lot of heavy lifting. See chatslop below. Strip it back to a DCF on the CoreWeave cashflows at a sensible discount rate and you get $6–8bn for Helios alone. Add the rest of the business and you're roughly at today's market cap. So the downside case still gets you out around even, which is nice. Peers have massively outperformed YTD, and on EV/MW Galaxy looks significantly undervalued. Peer are probably overvalued AND Galaxy is undervalued. This is low margin business fixed to unknown electricity costs then fixed revenue. Galaxy deal with $CRWV is 15 years of know cash flow. Data centres are going to be a prize asset. Power access and permitting are the entire reason Elon and co. are now talking about data centres in space. Galaxy already has them on the ground (significantly easier) plus 2.7 GW of expansion optionality. Mildly funny is a lot of peer comp tables don't even include Galaxy. Market and analysts clearly still see it as crypto, not AI. Probability of a meaningful re-rate as the label shifts and cashflows materialise looks high, especially if more clarity on future buildout materialises. . Rest of the business I don't really care about. ETFs are steady income. BTC is a meaningful slice of the balance sheet I'm bearish btc mid term. AI sucks up risk capital, yields rise as hyperscalers and govs hit the debt markets). They own some Hyperliquid, not enough to move the needle. If you want hyperliquid:native exposure can buy $PURR Overall I don't really care for Galaxy. I think its a low margin part of the stack and Novogratz is distracted by crypto. One to watch but not for me right now. I don’t think we’re in a bubble yet. But there are parts of the market that look bubbly, won’t mention names other than $BIRD , I therefore have a plan to buy all elements of the stack in releatvisly downside protected ways in the hopes that the bubbly cash rolls into my positions. But, not yet. No position here for me. $GLXY

@midascabalApr 23, 2026 · 11:08 PM

Any stock in today's market can make 500% gains. It doesn’t matter what you do, just add AI to your name. An example is $BIRD pivots to AI. dotcom bubble. https://t.co/JcUFeHp6Ne

@aleabitoredditApr 21, 2026 · 6:59 PM

I don’t own $CAR but this is gotta be the funniest stock I’ve seen in the markets this year next to $BIRD? Institutions short squeezing other institutions in an infinite loop… Could technically go on forever if they found a way to coordinate (which is not legal). But most likely they start taking profits eventually at record profit, which is why I haven’t taken positions.

@michaelsikandApr 18, 2026 · 6:38 PM

My Mom tried to tell me $BIRD stole her business idea https://t.co/5ZvlTabpL5

@aleabitoredditApr 17, 2026 · 3:52 AM

Cerebras soon to IPO at $35B+ valuation. This is the holy grail of OpenAi contagion. -> $8.1B valuation few months ago -> Sam Altman hints at $20-30B deal over 3 years. -> $23B valuation. -> Now it’s $35B+ to the public. If OpenAI promises $BIRD $5 trillion in orders, does it suddenly make it a $6 company? Might be fine for a year… but this is not going to end well if OpenAi goes down.

@cobraalertsApr 16, 2026 · 11:30 PM

I’ve only seen this setup 1 time in 5 years 👀 I’m putting $500k in this SINGLE stock Very similar to $BIRD that made millionaires •$100 → $100,000 overnight •$300 → $300,000 in a single day This is the third time. (Must be following) Like + Comment “TRADE” and I’ll send it. ‼️

@cobraalertsApr 16, 2026 · 11:29 PM

I’ve only seen this setup 1 time in 6 years 👀 I’m putting $500k in this SINGLE stock Very similar to $BIRD today that made millionaires •$100 → $100,000 overnight •$300 → $300,000 in a single day This is the third time. (Must be following) Like + Comment “TRADE” and I’ll send it. ‼️

@acinvestorblogApr 16, 2026 · 7:19 PM

$COSM the new $BIRD ? AI press releases on small caps are HOT , lets see ... potential afterhours play.... on watch.

@investmentguru_Apr 16, 2026 · 11:18 AM

$MYSE let’s see if it fly like $BIRD today

@amitisinvestingApr 16, 2026 · 2:45 AM

@thisguy714 It is a bit scary. $MYSE doing it after hours after $BIRD during the day was crazy 😆

@investmentguru_Apr 16, 2026 · 1:29 AM

Pivoting from current business to AI infrastructure is new theme. $BIRD $MYSE What is next

@vulturetradesApr 15, 2026 · 11:48 PM

I’ve only seen this setup 1 time in 6 years 👀 I’m putting $250k in this SINGLE stock Very similar to $BIRD that made millionaires $100 → $100,000 overnight $300 → $300,000 in a single day This is the third time. Comment “Trade” and I’ll send it. (Must be following to DM) https://t.co/F2WaiM9EVS

@photonbullApr 15, 2026 · 8:59 PM

First $BIRD and now $MYSE... What is going on in this market? LOL https://t.co/thS9EINzLB

@unusual_whalesApr 15, 2026 · 8:58 PM

This is unusual. Allbirds, $BIRD, is a shoe company. Today, it said it will rebrand to Newbird AI. It will convert its assets to "acquire high-performance GPU assets." It finished up 580% today. https://t.co/WN1mU7I3Fq

@investmentguru_Apr 15, 2026 · 8:43 PM

$BIRD AI is real not hype the way company move today

@moninvestorApr 15, 2026 · 8:17 PM

What an amazing day. - $NUAI +18%. Not surprised with $BIRD +582%. - $IREN smashed it. 3 days in a row ended in green. - My favourite rare earth stock $UAMY +14%. - $HIMS increased my position after the peptide news. - S&P 500 reached all ATH + Trump to meet Xi + Strait of Hormuz opening up. Macro is finally starting to improve. I just hope Trump doesn’t do anything that knocks things off track again. 😅

@acinvestorblogApr 15, 2026 · 6:18 PM

If the $BIRD investors find out that the $DFNS is a real AI play 🤔 in extreme oversold levels, Where it can go ? https://t.co/gTikM4UHjR

@almacap114204Apr 15, 2026 · 5:51 PM

Be me: 100s of hours researching photonics supply chain, RF engineering, rockets, space systems, datacenters etc only to be outperformed by a shoe intelligence company $BIRD $ASTS, $ALMU, $SOI, $RKLB, $NBIS, $FLY, $TSEM

@aleabitoredditApr 15, 2026 · 5:16 PM

@burrytracker $BIRD soon going to be pivot into being a quantum computing on the blockchain frontier lab, leading in CPO, reusable medium lift rockets, and LLM development. After making enough revenue from AI cloud.

@apomplianoApr 15, 2026 · 5:15 PM

Imagine thinking the US economy is going to crash while $BIRD changes their name to AI and soars 700% https://t.co/OwlmWN3Cud

@aleabitoredditApr 15, 2026 · 5:14 PM

@daniel_koss I'd rather go long on $BIRD here than $IREN.

@moninvestorApr 15, 2026 · 5:14 PM

$NUAI is up 17.21% and is my third-largest position. At this price, it reminds me of early IREN. If $BIRD can jump 600%, wait until NUAI signs a deal with a hyperscaler.

@unusual_whalesApr 15, 2026 · 4:27 PM

Look at this. Allbirds, $BIRD, is a shoe company. It said it will rebrand to Newbird AI. It will convert its assets to "acquire high-performance GPU assets." It is up 600% today. https://t.co/B6otRdldvm

@investmentguru_Apr 15, 2026 · 4:17 PM

$BIRD A shoe company just pivoted to AI… Allbirds sold its core business and is now becoming “NewBird AI” — buying GPUs and targeting AI cloud services. 📈 Stock jumped 600 %+ on the news This tells you everything: AI compute demand is so strong, everyone wants in. But remember — hype is easy, execution isn’t. AI gold rush is here… just be selective.

@aleabitoredditApr 15, 2026 · 4:16 PM

I’m at a loss for words. wtf is this $BIRD is up 572% after: “Allbirds executed a $50M convertible financing facility… to fund a pivot into GPU-as-a-Service and AI cloud infrastructure” This is a shoe brand? https://t.co/QViPJDXj1E

@acinvestorblogApr 15, 2026 · 3:37 PM

$PSQH is clearly in a pivot phase, shifting from its original marketplace model to a fintech/payments platform with strong revenue momentum. I continue to like the stock and maintain my long position. Hoping for a $BIRD -style breakout On Wall Street, everything is possible! Insiders remain heavily invested, with many still holding shares bought at much higher levels.

@acinvestorblogApr 15, 2026 · 3:29 PM

Is it a plane? Is it Superman? No, it's a $BIRD 🤣 To all newbies out there, on Wall Street everything is possible, nothing is impossible https://t.co/86avrJd1JA

@stocksavvyshayApr 15, 2026 · 3:24 PM

$BIRD is in the middle of a completely absurd squeeze… up over 600% 😮 https://t.co/4kYcntDBUU

@acinvestorblogApr 15, 2026 · 2:58 PM

$DFNS is a stressed stock. It just needs some contract or positive news, for a potential type-move like $BIRD we are expecting news anyday. Rimon (one of DFNS subsidiaries) recently secured approximately $4.1 million in new multi-year contracts to manufacture components for the Iron Dome missile defense system and other active defense programs.

@spotgammaApr 15, 2026 · 2:33 PM

I SEE YOU $BIRD, AND RAISE YOU $IONQ https://t.co/jqTpQWxBSB

@invesquotesApr 15, 2026 · 2:15 PM

AI seems to have long ways to go but it’s honestly tough to find a more peakish indicator than this $BIRD

@stocksavvyshayApr 15, 2026 · 1:59 PM

$BIRD is about to 4x today 💀 https://t.co/amcswNMn1z

@sandeman52Apr 15, 2026 · 1:55 PM

Anyone trying to compare AI to the Dot com bubble because a shoe company $BIRD is changing its name and business model to Bird AI is not reading the tea leaves correctly. AI is going nowhere. There will be winners like $NBIS and the hyperscalers….and losers who try to imitate. I have a feeling Bird AI will become a real sht bird. Wouldn’t touch this with a ten foot pole. But don’t get it twisted, trying to be Michael Burry 2.0. This is not a canary in the coal mine moment. It’s a crappy shoe company in desperation mode. Anyone thinking it’s more will most likely be disappointed.

@blackpanthercapApr 15, 2026 · 1:55 PM

Single-handedly the worst thing I’ve seen in this AI cycle. Allbirds $BIRD spiked 350% today. Dead shoe company rebrands to “NewBird AI” for computing hardware after selling its brand for $39M and raising $50M convertible debt. Pure narrative hijack from a $4B ex-unicorn carcass.

@moninvestorApr 15, 2026 · 1:45 PM

$BIRD +304.82% after moving into AI infrastructure space. 1 hour ago the shareprice was at $3. Now at $10. https://t.co/1SANkRUZOO

@investmentguru_Apr 15, 2026 · 1:39 PM

$BIRD is flying high Allbirds Expanding Into AI Compute Infrastructure

@stocksavvyshayApr 15, 2026 · 1:12 PM

$BIRD is now up nearly 200% pre-market. Selling shoes was a dead end but apparently slapping AI on the corpse is enough to bring the stock back to life. https://t.co/1aLQLx19gn

@stocksavvyshayApr 15, 2026 · 12:52 PM

This $BIRD pivot is truly mind-blowing to me. At this point it feels like $BYND is about couple months away from ditching fake meat and pivoting to AI compute 😆 https://t.co/eVpzqETrtO

@moninvestorApr 15, 2026 · 12:44 PM

$BIRD is selling off the footwear business and raising $50M in convertibles to buy GPUs and move into AI infrastructure. That’s the level of demand in the space right now, even a footwear company sees a path into the stack. Bullish for the whole AI infrastructure chain. $IREN, $NBIS & $CRWV.

@amitisinvestingApr 15, 2026 · 12:35 PM

$BIRD Allbirds, the footwear brand, is selling all of its assets and raising $50M in convertibles to buy GPUs and begin offering AI infrastructure. Well, that’s one way to pivot a business 😂 I guess bullish Nvidia… https://t.co/rmc1WnYSdv

@itschrisrayApr 15, 2026 · 12:34 PM

What? $BIRD https://t.co/d7BuxXlXfQ

@stocksavvyshayApr 15, 2026 · 12:33 PM

$BIRD is selling its brand and footwear assets renaming itself NewBird AI and using a new $50M convertible facility to pivot into AI compute infrastructure by buying GPUs. Going from selling wool sneakers to chasing AI compute might be one of the wildest pivots this cycle. https://t.co/oiAjUxzjiS

@moninvestorJan 11, 2026 · 2:30 AM

@jrouldz $BIRD what a disappointment. 😞