SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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 papillary-only bladder cancer, widening the treatments eligible patient population; the decision came months ahead of its target date. Traders are broadly optimistic about the commercial and pipeline implications, but some are frustrated by the muted share-price response, while others point to expectations already priced in, valuation and dilution risks, and the time needed for adoption.

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.

DJTs steep slide toward recent lows dominates discussion, with traders linking bearish sentiment to the Iran conflict, rising inflation and energy costs, and midterm-election risks. Others point to the companys weak fundamentals, while a smaller group sees potential for a short-term bounce.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is drawing attention after a sharp semiconductor-sector selloff, with traders citing hotter-than-expected inflation and rate concerns alongside worries about AI valuations and Chinese chip competition. Dip buyers call the decline oversold and look for a rebound, while bearish traders expect further losses; SOXLs 3 leverage magnifies the swings.

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 steep selloff, alongside broader weakness in small-cap and drone stocks, has fueled debate over dilution, cash burn, and heavy short positioning. Bulls point to the Palantir-backed Regna AI venture and defense business expansion, while skeptics question whether growth and orders will translate into profitable returns for shareholders.

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

Rocket Labs Neutron first flight has been pushed into 2027 after manufacturing defects were found in a carbon-composite tank component, intensifying concerns about execution and delayed growth. Traders are split between viewing the setback as evidence of repeated delays and valuation risk, and calling the selloff an overreaction to a prudent safety decision.

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

ASTS is under heavy selling pressure amid concerns about delayed satellite deployment, the lack of a confirmed launch date for the next BlueBird satellites, and growing competition from SpaceX; traders also point to a broader risk-off market. The community is split between dip-buyers expecting a rebound and skeptics who see launch cadence and execution as unresolved risks.

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 centered on concerns about falling bond prices, high debt and borrowing costs, and whether AI infrastructure demand can support its capital-intensive expansion. Bears warn of refinancing pressure and possible dilution, while bulls argue that AI demand and the companys backlog remain intact and view the decline as an overreaction.

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 selling off alongside other neocloud stocks after Gartner warned that many independent AI-cloud providers may not remain independent, while CoreWeaves debt concerns and hot inflation data have heightened worries about financing costs and AI infrastructure spending. Traders are divided between treating the decline as a buying opportunity, citing Nebiuss growth and funding position, and fearing a broader neocloud valuation reset.

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 record quarterly results and upbeat outlook, supported by resilient AI-chip demand, are the main focus, but the shares are falling with a broader semiconductor selloff. Traders are split between seeing the results as evidence that demand remains strong and arguing that optimism was already priced in amid concerns about AI spending, margins, and a risk-off market.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Reported regulatory clearance for Apple Intelligence in China and a planned rollout have drawn attention, while traders are also focused on AAPLs relative strength near record highs as chip and tech shares weaken. Bulls describe it as a defensive haven; bears argue the valuation is stretched and the strength may be artificially supported.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

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

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

$NVDA is not going to crash. Insane earnings, real P/E is 20

ignore american analysts telling you it is a bubble. The bubble is not Nvidia

Joeyg2023

Money Moves

Eric

Elsa Assefa

Probably Bob

Hakan H.

Abraham Lafortune

pat smith

Li Bell

StockTwits for iOS

 is not going to crash. Insane earnings, real P/E is 20

ignore american analysts telling you it is a bubble. The bubble is not Nvidia

@EderT still doubling YOY everything. Incredible

StockTwits For Android 

 still doubling YOY everything. Incredible

@EderT tech companies are artificially inflating their financials by using unrealistic depreciation schedules for their expensive AI hardware, masking the true costs of rapid technological obsolescence. The unprecedented infrastructure spending is fundamentally detached from actual revenue generation, meaning Nvidia&#39;s stock will crash once the buildout cycle ends and capital expenditures dry up.

 tech companies are artificially inflating their financials by using unrealistic depreciation schedules for their expensive AI hardware, masking the true costs of rapid technological obsolescence. The unprecedented infrastructure spending is fundamentally detached from actual revenue generation, meaning Nvidia's stock will crash once the buildout cycle ends and capital expenditures dry up.