For this AI data center track, today it’s not only IREN that’s hot.
On the BSC social heat ranking, names related to compute/data centers/foundry—such as IREN, APLD, and TSM—are still at the front: $APLDon is up about +7.2% over 24h, with on-chain trading of roughly 383 million U; $IREN is up about +5.8%, with social heat around 127,000; and $TSM, although it’s only up about +1.8%, has trading close to 2.94 billion U.
What I care about isn’t “who’s up the most,” but whether capital is still rotating around AI infrastructure: power, data centers, and foundries—all different links of the same compute chain. It’s just that the APLDon holder address count is only 95, so on-chain price swings can be more dramatic than in US stocks; high heat doesn’t necessarily mean the order book is deep.
These RWA/tokenized-stock types are better for reading sentiment temperature, not for getting carried away and chasing as soon as you see them on a social ranking. On-chain moves first 7×24; whether the US market session can pick up the momentum is the next thing to watch.
Who do you think will be up next in the AI compute track?#bStocks #RWA #AI
On the BSC social heat ranking, names related to compute/data centers/foundry—such as IREN, APLD, and TSM—are still at the front: $APLDon is up about +7.2% over 24h, with on-chain trading of roughly 383 million U; $IREN is up about +5.8%, with social heat around 127,000; and $TSM, although it’s only up about +1.8%, has trading close to 2.94 billion U.
What I care about isn’t “who’s up the most,” but whether capital is still rotating around AI infrastructure: power, data centers, and foundries—all different links of the same compute chain. It’s just that the APLDon holder address count is only 95, so on-chain price swings can be more dramatic than in US stocks; high heat doesn’t necessarily mean the order book is deep.
These RWA/tokenized-stock types are better for reading sentiment temperature, not for getting carried away and chasing as soon as you see them on a social ranking. On-chain moves first 7×24; whether the US market session can pick up the momentum is the next thing to watch.
Who do you think will be up next in the AI compute track?#bStocks #RWA #AI
