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Invesco QQQ Trust Series 1

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

Post-earnings results below expectations and a large write-down tied to retiring bitcoin-mining equipment triggered a sharp selloff, with concerns about heavy AI infrastructure spending, debt and potential dilution. Traders remain divided, as bullish participants point to accelerating AI Cloud growth, contracted recurring revenue and a new undisclosed frontier-AI customer, while skeptics question execution and managements capital-allocation plans.

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

A sharp post-earnings reversal is driving attention despite NVIDIAs strong results and bullish long-range guidance. Traders largely attribute the selling to hawkish Fed commentary, higher-rate concerns, profit-taking and crowded options positioning, while bulls argue the move is temporary and fundamentals remain strong.

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

Marvells post-earnings selloff is centered on a modest quarterly beat and softer near-term gross-margin outlook failing to meet elevated expectations, while much of the Google custom-AI revenue is viewed as already embedded in guidance and weighted to later years. Traders are split between viewing the decline as a valuation reset and maintaining that accelerating data-center, custom-silicon, and optical demand supports the longer-term AI growth thesis.

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

Speculation around hawkish Federal Reserve messaging and higher rate-hike expectations is driving attention, with traders highlighting SoFis sensitivity to interest rates and the resulting selloff. Bulls argue that potential hikes are already reflected in guidance and are buying the dip, while bears and options traders point to continued weakness and expiration-related pressure.

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

A broad selloff in AI and data-center stocks, amplified by weakness in IREN and concerns about higher Treasury yields, is driving attention to APLD. Traders are divided between viewing the low-volume decline as sector-wide de-risking or short-driven pressure and warning that APLDs debt, cash flow, and lack of management updates remain risks; bullish holders continue to cite its contracted data-center backlog and expected project updates.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

An operational update confirming BlueBird 12 and 13 are deployed, BlueBird 14 is complete, and 1516 are nearing completion has drawn attention, but traders largely view the lack of a firm launch date and slower-than-promised production cadence as the immediate concern. Bulls point to the New Zealand gateway and expanding satellite pipeline as evidence of progress, while bears argue that launch and manufacturing delays threaten commercialization and reflect poor management communication.

Affirm Holdings, Inc. operates a platform for digital and mobile-first commerce. Its platform consists of three core elements: a point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. The company was founded by Max R. Levchin in 2012 and is headquartered in San Francisco, CA.

Affirm Holdings Inc - Ordinary Shares - Class A

Affirm Holdings Inc

A better-than-expected quarterly report and stronger-than-expected forward outlook have driven attention, with traders highlighting Affirms growth, profitability, and BNPL adoption. The initial bullish reaction has been tempered by profit-taking, options-related selling, and macro sensitivity around Federal Reserve commentary, while some remain concerned about credit quality and valuation.

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.

Speculation around reports that NVIDIA paused or changed an AI-cloud financing/revenue-sharing program has pressured the broader neocloud sector, with traders noting that BRUN was not identified as an affected participant. The community is split between viewing the selloff as algorithmic fear and a buying opportunity, and concerns over warrant-related dilution, short pressure, and higher rates.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

Kevin Warshs Jackson Hole remarks are driving a sharp gold selloff as traders interpret his inflation concerns and reduced forward guidance as hawkish, lifting the dollar and weighing on precious metals. The community is divided between short-term bears expecting further downside and buyers who view the pullback as temporary, citing Treasury interventions, fiscal pressure, and longer-term debasement risks.

Greenwich LifeSciences, Inc. engages in the development of a breast cancer immunotherapy designed to prevent the recurrence of breast cancer following surgery. The company was founded by Eric Rothe on August 29, 2006 and is headquartered in Stafford, TX.

Greenwich LifeSciences Inc

A revised FLAMINGO-01 Phase 3 designwith broader HLA enrollment, more events and a higher statistical thresholdhas driven attention, as traders debate whether it improves the trials power and partnership appeal or mainly delays the interim readout and increases financing risk. Speculation around a strategic deal and insider lock-up extension is also prominent, but neither has been confirmed.

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Bitcoin

Ethereum

Solana

Ripple

Dogecoin

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Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

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SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

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