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IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

A weaker-than-expected quarterly report and a large non-cash impairment tied to decommissioning bitcoin-mining equipment drove the selloff, with traders also focused on elevated AI infrastructure spending and potential dilution. Bulls argue the reaction overlooks accelerating AI Cloud growth, contracted capacity, and a newly signed but unnamed frontier-AI customer, while bears question management, execution, and near-term funding needs.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is drawing attention amid a sharp selloff across AI and data-center stocks, with traders citing higher Treasury yields, sector rotation, and sympathy weakness in IREN. The community remains divided between confidence in APLDs contracted AI-infrastructure backlog and frustration over muted price action, limited management updates, and reliance on Nvidia-related sentiment for a rebound.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

A post-earnings selloff is driving attention after Marvell delivered a modest beat and raised its multi-year outlook, but investors focused on weaker near-term gross margins and the view that much of the Google custom-AI opportunity is already reflected in guidance, with the largest contribution coming later. Traders are divided between short-term bearish positioning and claims that the decline is an overreaction to strong AI, data-center and custom-silicon prospects ahead of the companys investor day.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

SpaceXs request for FCC scrutiny of Rocket Labs proposed Iridium acquisition has heightened regulatory-risk concerns, with traders citing merger-arbitrage and deal-collar pressure behind the selloff. The community is divided between those who view the filing as a threat to approval and those who say it does not oppose the transaction and see the weakness as a buying opportunity.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

Reports that Advent International and Stripe abandoned their potential PayPal acquisition have removed the takeover premium and driven the sharp selloff. Traders are divided between viewing the decline as a repricing toward weaker standalone fundamentals and competition, or as an overreaction to a lowball offer that leaves PayPals cash flow, buybacks, and turnaround potential intact.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Kevin Warshs Jackson Hole remarks, particularly perceived hawkishness and the possibility of future rate hikes, have driven a sharp Bitcoin pullback and heightened volatility. Traders are divided between those viewing the move as bearish macro pressure and those calling it a temporary dip or manufactured shakeout, citing continued institutional demand and a broader bullish trend.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

NVIDIAs blowout earnings and strong forward growth outlook have fueled intense attention, but shares are selling off as traders take profits and react to a hawkish-leaning Fed speech and rising yields. The community is divided between bulls viewing the pullback as a buying opportunity based on AI demand and bears citing valuation, financing concerns, and weak post-earnings price action.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Federal Reserve Chair Kevin Warshs Jackson Hole remarks, including concern over elevated inflation and a view that financial conditions are not restrictive, have fueled speculation about potential rate hikes and pushed traders to focus on rising yields and broader market pressure. The community is split between bears expecting further selling and bulls viewing the volatility as a dip-buying or reversal opportunity, with uncertainty amplified by Warshs refusal to provide clear forward guidance.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

A hawkish Kevin Warsh/Jackson Hole speech has intensified a selloff in semiconductor stocks and pressured SOXL, with traders citing higher-rate concerns and rotation out of the AI trade. The community is divided between expecting further downsideparticularly from weak memory-chip names and MRVLand viewing the decline as a dip-buying opportunity.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

Kevin Warshs Jackson Hole keynote and its hawkish tone are driving volatility in GLD, with traders linking the gold pullback to a firmer dollar and expectations for higher-for-longer rates. The community remains divided: some see further downside after the speech, while others view Treasury debt-management measures, fiscal pressure and potential future easing as longer-term support for gold.

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$CORZ $IREN $CLSK The racketeers on CNBC are telling us again that data centers are a bad investment because they are incurring debt, not making profits, etc.  At the same time, the big players are accumulating more and more shares for cheap.  Just like any revolutionary technology throughout the past few hundred years, there’s huge public pushback and the companies on the forefront aren’t profitable early on.  But, I think most everyone can agree that the US needs to be in front on this and if China, Russia, etc. beat us to it then it’s going to be game over.  I know it’s ugly now, but this still feels like the top of the first in a nine inning game.

Micheal Speelmann

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Core Scientific Inc

Cleanspark Inc

 The racketeers on CNBC are telling us again that data centers are a bad investment because they are incurring debt, not making profits, etc.  At the same time, the big players are accumulating more and more shares for cheap.  Just like any revolutionary technology throughout the past few hundred years, there’s huge public pushback and the companies on the forefront aren’t profitable early on.  But, I think most everyone can agree that the US needs to be in front on this and if China, Russia, etc. beat us to it then it’s going to be game over.  I know it’s ugly now, but this still feels like the top of the first in a nine inning game.

Noodles McGinty

@4535Troy exactly.  I remember when they all hated Amazon because they were going to put mom and pop out of business.

 exactly.  I remember when they all hated Amazon because they were going to put mom and pop out of business.