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Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Reports that OpenAIs latest high-speed model feature runs on Nvidia rather than Cerebras hardware have pressured shares and heightened concern about Cerebras reliance on OpenAI; traders are also watching an impending share unlock. Some view the selloff as an overreaction and are buying the dip, while others cite customer concentration, valuation and potential insider selling as risks.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Discussion centers on Trumps proposed Russian diesel imports and disputed Russia-Ukraine energy ceasefire claims, which traders criticize as inconsistent with sanctions and unlikely to ease energy costs. The political backlash is paired with broadly bearish views of DJT as the stock continues to draw criticism over its weak business fundamentals, though some supporters remain bullish.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas and Palantirs launch of Regna AI, a venture focused on mission-specific sovereign AI for defense and government customers, is the dominant catalyst. Bulls view it as a move beyond drone hardware into AI-enabled defense, while skeptics question its near-term financial impact and point to dilution and weak share performance despite the announcement.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SoFis prolonged share-price slide is the main topic, with traders focusing on KBWs reiterated bearish rating and price-target cut ahead of earnings. Some blame analyst actions and short-selling, while others point to high rates and valuation concerns; bullish traders argue that the selloff overlooks the companys growth.

Chipotle Mexican Grill, Inc. engages in the business of developing and operating restaurants that serve a relevant menu of burritos, burrito bowls, quesadillas, tacos, and salads made using fresh, high-quality ingredients. The company was founded by Steve Ells in 1993 and is headquartered in Newport Beach, CA.

Chipotle Mexican Grill

Chipotle shares are under pressure after Starbucks denied plans to acquire the chain, unwinding takeover speculation that had lifted CMG and removing the potential deal premium. Traders are split between calling the rumor-driven selloff an overreaction and buying the pullback, while others point to CMGs broader decline and business concerns.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealths upcoming Q3 earnings report is the dominant focus, with traders watching for a beat, guidance changes and signs that medical-cost pressures are easing. Opinions are sharply divided: some expect a rebound after the recent selloff, while others are positioned for a post-earnings drop and heightened volatility.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopifys sharp rally toward record highs is drawing attention, with traders linking the move to its Meta Muse integration that enables purchases through Shop Pay and renewed optimism about AI-driven commerce. Bullish traders see Shopify as checkout infrastructure for AI shopping, while others warn the run may be stretched and discuss taking profits or waiting for a pullback.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSMCs strong AI-driven sales and record quarterly revenue are drawing attention ahead of investors assessment of margins, capex, and its demand outlook. Traders are split between viewing the results as evidence of durable AI demand and seeing the share-price weakness as profit-taking after strong expectations, with Musks unfinalized Terafab discussions a secondary topic.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

CIFR is drawing attention amid a steep, persistent selloff alongside AI data-center peers, which traders largely attribute to higher yields and sector-wide weakness rather than a confirmed company-specific setback. Frustrated holders are calling for new hyperscaler contract news, while other traders are buying the dip and arguing the long-term AI infrastructure thesis remains intact.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snaps rebound and unusually heavy bullish call-option activity are driving attention, with traders debating whether the breakout can hold or will fade. Speculation about funding for its Specs AR business following activist pressure, along with the upcoming earnings report, is adding to the bullish discussion.

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The bubble may not burst tomorrow, but it&#39;s looking like a bubble will burst eventually. 

https://asymmetric-investing.beehiiv.com/p/why-ai-bubble-fears-are-back

Jensen Huang

The market is (finally) asking questions.

Asymmetric Investing

Why AI Bubble Fears Are Back

beehiiv

Oracle Corp.

Broadcom Inc

Micron Technology Inc

Amazon.com Inc



The bubble may not burst tomorrow, but it's looking like a bubble will burst eventually. 



Travis Hoium

@AsymmetricInvesting thats like saying we will all pass eventually and leave this place

Conan

Alex Moon

StockTwits Web

 thats like saying we will all pass eventually and leave this place