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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeave is under pressure as traders focus on its debt-heavy AI infrastructure expansion, sharply higher bond yields, and warnings that weaker AI spending could threaten the neocloud business model. Bears see mounting financing and bankruptcy risks, while bulls argue the selloff is overdone given the companys large contract backlog and continuing demand for AI compute.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

The FDA expanded Anktivas approval to cover BCG-unresponsive, high-grade papillary-only non-muscle-invasive bladder cancer, broadening its potential patient market ahead of the expected decision date. Traders largely view the decision as a positive commercial and regulatory milestone, though many are frustrated by the stocks muted reaction and debate whether the news was already priced in; claims of short-driven price suppression remain speculation.

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

A sharp selloff toward yearly lows is driving discussion, with traders blaming broad market weakness, dilution concerns and possible short pressure. Bulls point to the Palantir-backed Regna AI venture and defense milestones as reasons for optimism, while skeptics question whether growth will translate into shareholder value.

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

RKLB is under pressure amid a sharp selloff across space and other high-growth stocks, with traders also pointing to uncertainty about Neutrons schedule and a lack of updates on Stage 1 hardware. Some view the decline as broader macro-driven weakness and a buying opportunity, while others worry that Neutron delays, valuation and dilution could keep weighing on shares.

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

Direxion Daily Semiconductor Bull 3X Shares

Semiconductor selling, driven by fears of Chinese chip competition and concerns about AI valuations, has intensified amid hotter-than-expected inflation and rate worries; SOXLs 3x leverage magnifies the move. Traders are split between buying what they see as an oversold dip and expecting further downside as selling pressure persists.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is under pressure amid a broader selloff in AI and cloud infrastructure stocks, with traders citing hotter inflation and higher-rate concerns alongside Oracles heavy data-center spending, debt, and exposure to OpenAI. The community is split between buyers treating the drop as an opportunity and bears questioning whether cloud growth and cash flow can justify the financing risks.

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 quarterly report and outlook are the focus: strong record sales have not prevented the shares from falling amid a broader semiconductor selloff and doubts about AI spending, valuations and interest rates. Traders are split between expecting robust AI demand and a rebound, and worrying that high expectations could fuel further selling; guidance on demand and capex is a key point of debate.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following segments: Walmart U.S., Walmart International, and Sam's Club U.S. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club U.S. segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is drawing attention as a defensive retailer outperforming a broadly weak market, with traders pointing to a rotation into consumer staples and other perceived safe havens. Many are bullish on its relative strength, while others argue the move may be temporary and question the stocks elevated valuation.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Hotter-than-expected inflation data has fueled concern that interest rates may stay higher, accompanying a sharp selloff in the tech-heavy Nasdaq ETF. Traders are divided between expecting a relief bounce from oversold levels and further declines, with some also pointing to AI valuation and debt concerns.

Fundrise Innovation Fund LLC operates as a non-diversified, closed-end management investment company. It invests in growing tech companies to help them expand and generate profits. The company was founded on June 7, 2021 and is headquartered in Washington, DC.

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

Trading is volatile around the release of previously locked-up VCX shares, with investors debating whether added supply and a premium to net asset value leave room for further downside. Bulls point to anticipated Anthropic and other private-company IPOs as potential catalysts, while skeptics question the funds valuation and management.

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$BABA gives the illusion of holding well, and everyone is celebrating the declines in US after hot inflation data. 

As I said before, the playbook works well. Look at the carnage in CN: HS tech futures are -2%, $BIDU was last at these levels in April 2025 - keep in mind they had some chip business which was rumored to IPO 100 times, Shanghai closed firmly below key 4,000 level with no national team in sight, and is at 1yr lows.

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Alibaba Group Holding Ltd

Baidu Inc - ADR

 gives the illusion of holding well, and everyone is celebrating the declines in US after hot inflation data. 

As I said before, the playbook works well. Look at the carnage in CN: HS tech futures are -2%, 

 was last at these levels in April 2025 - keep in mind they had some chip business which was rumored to IPO 100 times, Shanghai closed firmly below key 4,000 level with no national team in sight, and is at 1yr lows.

Carol Wu

@CarolWu Is it that obvious? Markets often go in the opposite direction of our analysis.

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 Is it that obvious? Markets often go in the opposite direction of our analysis.

MaxiWhale

@MaxiWhale That’s true, and the general hypothesis is that US is overvalued and CN is undervalued, and mrkts will continue to prove that widely held view wrong

 That’s true, and the general hypothesis is that US is overvalued and CN is undervalued, and mrkts will continue to prove that widely held view wrong

@CarolWu @MaxiWhale General hypothesis is that China is uninvestable more or less, hence why incredibly low fund tute allocation. The S&amp;P almost certainly will have a decade without any returns within some years if history can be of any lesson this time around also. China might continue to disappoint also obviously.

 General hypothesis is that China is uninvestable more or less, hence why incredibly low fund tute allocation. The S&P almost certainly will have a decade without any returns within some years if history can be of any lesson this time around also. China might continue to disappoint also obviously.