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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

A quarterly revenue miss, widening loss and large write-down tied to the transition away from Bitcoin mining are driving IRENs selloff, while planned AI infrastructure spending and dilution concerns add pressure. Traders are divided between viewing the decline as an overreaction to one-time decommissioning costs and focusing on execution, funding needs and the companys contracted AI-cloud growth.

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

Hawkish Federal Reserve commentary tied to the Jackson Hole symposium and rising expectations for future rate hikes are driving attention, with traders viewing higher rates as a headwind for SoFis lending income. The community is divided between bearish concerns about repeated selloffs and bullish arguments that managements guidance already accounts for multiple hikes, while potential S&P 500 inclusion and a Visa partnership remain speculative upside catalysts.

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 reflects investor disappointment that a modest beat and higher multi-year outlook did not provide enough incremental upside, while near-term gross-margin pressure and the delayed impact of the Google custom-AI agreement weighed on sentiment. Traders remain divided between bears citing elevated valuation and expectations versus dip buyers who see durable AI infrastructure, custom-silicon growth, and the upcoming investor day as support for the long-term thesis.

Fermi, Inc. engages in the development of energy infrastructure. It intends to develop an energy and data center development campus to support the needs of to-be-built AI infrastructure. The company was founded by Rick Perry, Toby Neugebauer and Griffin Perry on January 10, 2025 and is headquartered in Amrillo, TX.

Fermi Inc

Fermi LLC

Fermis first binding TensorWave anchor-customer lease and Hillcore power alliance have renewed interest in its AI data-center buildout, while traders await confirmation of the deals Tier 1 guarantor/backstop. The community is divided between bullish views on power capacity and future tenants and concern over delayed disclosures, financing, dilution, execution risk, and the stocks weak reaction to favorable developments.

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 sharp selloff across AI and data-center stocks, tied to Nvidia earnings positioning, higher Treasury yields and weakness in peers such as IREN, is driving attention around APLD. Traders remain split between bullish views on its contracted data-center backlog and AI demand, and frustration that management has provided few updates while the stock has continued to decline.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

A Ninth Circuit ruling against Kalshi affirmed states ability to restrict sports event contracts, boosting DraftKings on expectations that prediction markets will face greater regulatory barriers and traditional sportsbooks will retain a competitive moat. Traders largely viewed the decision as positive for DKNG, though some remain concerned about further appeals, regulatory uncertainty, and competition from prediction platforms.

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.

Boost Runs Q2 results and long-term lease to expand GPU capacity have focused attention on its AI infrastructure growth, contracted demand, and NVIDIA-linked strategy. Traders remain divided over the bullish operating outlook versus warrant-redemption dilution and broader neocloud-sector selling, resulting in sharp volatility.

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 strong fiscal fourth-quarter earnings beat and above-consensus outlook are driving attention, with traders highlighting Affirms growth, profitability, and BNPL adoption. The community remains divided as the initial rally faded, with bulls calling it a buying opportunity while others cite sell-the-news behavior, macro pressure from the Fed, valuation, and consumer-credit risks.

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

Nvidias blowout earnings and bullish AI outlook were followed by a sharp pullback, with traders citing profit-taking, options positioning, and uncertainty after hawkish Federal Reserve commentary. The community is split between bulls viewing the move as a healthy post-earnings digestion and bears questioning Nvidias valuation, circular financing, and the sustainability of AI demand.

Navitas Semiconductor Corp. engages in the development of ultra-efficient gallium nitride (GaN) semiconductors. Its GaN power ICs integrate GaN power with drive, control and protection to enable charging, power density, and energy savings for mobile, consumer, enterprise, eMobility and new energy markets. The company was founded by Daniel Kinzer, Nick Fichtenbaum, Gene Sheridan, and Jason Zhang on August 12, 2020 and is headquartered in Torrance, CA.

Navitas Semiconductor Corp

A post-earnings selloff is dominating discussion, with traders focused on the wider loss, limited current revenue and the absence of signed hyperscaler contracts despite AI-power ambitions. Bulls continue to cite Navitass GaN/SiC and 800V data-center opportunity, while skeptics remain concerned about execution, dilution and patent litigation.

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Bloom Energy Corp - Ordinary Shares - Class A

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