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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 backlash to Trumps handling of the Iran conflict and energy costs, with traders linking higher fuel prices, hot inflation, and the controversial Russian-diesel arrangement to negative sentiment around DJT and midterm risk. Bearish commentary dominates, though some holders describe the decline as a buying opportunity.

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

CoreWeaves sharp selloff is being tied to concerns about its heavy debt, rising borrowing costs and the financing needs of its AI data-center expansion, with bond-yield chatter and dilution worries adding to pressure. Bears question whether the company can fund its growth, while dip buyers argue that its large contract backlog and continued AI demand make the decline excessive.

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. 

Nebius is sliding with other AI infrastructure and neocloud stocks as traders question stretched valuations and the sectors debt-heavy, capital-intensive expansion, with hot inflation and higher borrowing costs adding pressure. The community is split between seeing the selloff as an AI-bubble warning and financing risk, and viewing it as an overreaction that leaves long-term compute demand intact.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Skydance Corp. - Ordinary Shares - Class B

The sharp selloff is centered on Skydances warrant distribution and ex-warrant trading: traders debate how much of the decline is a mechanical separation of warrant value versus genuine selling and dilution concerns. Bearish reactions also focus on the companys heavy debt following the Warner Bros. Discovery deal, while some holders argue the warrants offset the share-price drop.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

LUNR is drawing attention for its prolonged selloff, which traders largely attribute to weakness across space stocks and pressure from SpaceX, alongside concerns about dilution and cash burn. Discussion also centers on uncertainty around the delayed NASA CLPS 2.0 award: bears see further downside, while bulls point to the companys backlog and lunar ambitions as reasons to keep accumulating.

Verastem, Inc. is a biopharmaceutical company, which engages in the development and commercialization of drugs for the treatment of cancer. The company was founded by Richard H. Aldrich, Michelle Dipp, Piyush Gupta, Satish Jindal, Eric S. Lander, Robert F. Weinberg, and Christoph H. Westphal on August 4, 2010 and is headquartered in Needham, MA.

Verastem Inc

Verastems early VS-7375 results showing activity across KRAS G12D-mutant cancers are driving attention, alongside a new share offering to fund further development. Traders are broadly encouraged by the clinical data but debate dilution and the volatile price action, while claims of short covering and buyout interest remain speculation.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

A sharp selloff in silver is dominating discussion, with bearish traders pointing to continued weakness while dip-buyers view the pullback as an accumulation opportunity. Traders often attribute the pressure to rising Treasury yields and a stronger dollar, while claims of deliberate price suppression remain speculation.

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management (GWIM), Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The GWIM segment focuses on solutions to meet clients’ needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other. The company was founded by Amadeo Peter Giannini in 1904 and is headquartered in Charlotte, NC.

Bank Of America Corp.

Bank of America Corp

Bank of Americas selloff is centered on a historic U.S. penalty over anti-money-laundering and sanctions-control failures, compounded by a quarterly earnings and revenue miss. Traders are split between concern over compliance and continued weakness and the view that the penalty is largely a one-off hit, with some buying the dip.

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 steep selloff and fresh 52-week lows are driving attention, with traders pointing to inflation and CPI concerns, rising Treasury yields, and renewed rate-hike fears weighing on rate-sensitive stocks. The community is split between calling the decline capitulation and buying the dip, and expecting further downside; the approaching earnings report adds uncertainty.

Liquidia Corp. operates as a holding company which engages through its subsidiary in developing and commercializing biopharmaceutical products and novel products development used in PRINT technology to transform the lives of patients. The company was founded in June 2004 and is headquartered in Morrisville, NC.

Liquidia Corp

Liquidias settlement with United Therapeutics ends the patent litigation and keeps YUTREPIA available for PAH, but removes the PH-ILD indication and requires substantial payments. Traders are divided between seeing the resolution as removing a major legal overhang and worrying that the lost market and settlement costs weaken future growth and finances.

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$GOOGL sold a few to buy some $BE . I reckon that has more upside, longer term.

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Alphabet Inc Class A

Bloom Energy Corp - Ordinary Shares - Class A

 . I reckon that has more upside, longer term.