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Celestica, Inc. engages in the provision of supply chain solutions globally to equipment manufacturers and service providers. It operates through the Advanced Technology Solutions (ATS) and Connectivity and Cloud Solutions (CCS) segments. The ATS segment includes aerospace and defense, industrial, smart energy, health tech, and capital equipment businesses. The CCS segment consists of enterprise communications, telecommunications, servers, and storage businesses. The company was founded in 1994 and is headquartered in Toronto, Canada.

Celestica, Inc. - Ordinary Shares (Subordinate Voting)

Celestica, Inc.

Celesticas strong quarterly results and raised outlook, including an ambitious 2027 growth forecast, have focused attention on demand for AI data-center hardware and networking. Traders are broadly positive on the business outlook but debate whether growth is already priced in, while the shares sharp, volatile pullback despite the results has raised concerns about valuation, margins, and cash flow.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Elon Musks warning that tighter debt markets could force failures and consolidation among AI neoclouds has fueled concern about Nebiuss capital-intensive expansion and access to financing. Bulls counter that Nebius has secured funding and customer commitments to support its plans, while skeptics question whether those resources will be enough.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians slide to fresh 52-week lows ahead of its quarterly results is dominating discussion, with traders focused on whether margins, cash burn and the R2 ramp can improve the outlook. Some see an oversold buying opportunity, while others expect continued weakness and question managements execution.

Whirlpool Corp. engages in the manufacturing and marketing of home appliances. Its products include home laundry appliances, refrigerators and freezers, cooking appliances, home dishwashers, and room air-conditioning equipment, mixers, and portable household appliances. The firm's brands include Whirlpool, KitchenAid, Maytag, Consul, Brastemp, Amana, Bauknecht, JennAir, and Indesit. It operates through the following geographical segments: Major Domestic Appliances (MDA) North America, Major Domestic Appliances (MDA) Latin America, Small Domestic Appliances (SDA) Global, and Others. The company was founded by Emory Upton, Fred Upton, and Louis C. Upton on November 11, 1911 and is headquartered in Benton Harbor, MI.

Whirlpool Corp.

Whirlpools weaker third-quarter results and sharply reduced 2026 earnings outlook are driving attention, with soft North American demand and higher costs weighing on the business. Traders are largely reacting bearishly and raising concerns about debt and the prolonged downturn, while some see the selloff as a potential value opportunity.

Amkor Technology, Inc. engages in the provision of outsourced semiconductor packaging and test services. Its services include design, package characterization, test, and wafer bumping services. The company was founded in 1968 and is headquartered in Tempe, AZ.

AMKOR Technology Inc.

Amkors quarterly report missed revenue and EPS expectations, with next-quarter guidance also below consensus, prompting debate over the outlook. Bears see the weaker forecast as a reason for further downside, while bulls argue the disappointment was already priced in after the selloff and point to the shares perceived value and a possible short-covering rebound.

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

PayPal is drawing attention ahead of its quarterly results, with the recent pullback and bearish options activity raising concerns about checkout growth, margins and guidance. Bulls point to the low valuation and buybacks, while speculation about a takeover or bank-charter progress remains unconfirmed.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

A fresh Boost Run update on progress delivering contracted AI-compute capacity has revived interest, with traders highlighting the companys multiyear contracts and growth potential. The optimism is tempered by the stocks steep decline and concerns about losses, debt, and whether upcoming results will show the contracts translating into revenue and cash flow.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credos sharp, volatile selloff is largely being debated in connection with MaxLinears plans to challenge its lead in active electrical cables, alongside broader weakness in AI and data-center stocks. Bulls see the decline as an overreaction and are buying dips, while bears worry about new competition, insider selling, and further downside.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

BMNR is drawing attention as crypto weakness and broader risk-off sentiment weigh on its Ethereum-treasury shares, which traders say have fallen harder than ETH. The selloff has intensified criticism of Tom Lees bullish forecasts and doubts about whether the treasury strategy and share buybacks can support the stock, while some investors view its discount to net asset value as an opportunity.

XP, Inc. engages in the operation of technology-driven financial services platform. The firm provides customers with two principal types of offerings, financial advisory services for retail clients in Brazil, high-net-worth clients, international clients and corporate and institutional clients, and an open financial product platform providing access to over 800 investment products including equity and fixed income securities, mutual and hedge funds, structured products, life insurance, pension plans, real-estate investment funds (REITs) and others from XP, its partners and competitors. he company was founded by Guilherme Dias Fernandes Benchimol in 2001 and is headquartered in Vila Olimpia, Brazil.

XP Inc - Ordinary Shares - Class A

XPs steep selloff is being tied to a broad Brazilian-market rout after Lulas election victory, as investors weigh concerns about government spending and fiscal discipline. Traders are divided between calling the move an election-driven overreaction and buying the dip, versus warning that political uncertainty could sustain selling.

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$CLOV yeah earnings better be blow out or this things fucked apparently

Matt

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Clover Health Investments Corp

 yeah earnings better be blow out or this things fucked apparently

Bozo37

@Bozo37 its been fucked for 5 years and so have I!

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 its been fucked for 5 years and so have I!

@Bozo37 It’s still fucked even if we have a blow out earnings. We need something on SaaS. Clover is already valued higher on price to book than most MA insurers.

 It’s still fucked even if we have a blow out earnings. We need something on SaaS. Clover is already valued higher on price to book than most MA insurers.