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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs post-earnings selloff is being tied to softer forward guidance, including a reduced ad outlook, despite a quarterly earnings beat; traders also cite concerns about viewer engagement, content and streaming competition. The debate is between bearish calls that the guidance and persistent decline signal deeper problems and buyers who view the drop, cash generation and buybacks as a value opportunity.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

RDDTs sharp selloff and volatile trading are fueling debate around quarterly results, with traders focused on user growthparticularly U.S. daily activityand whether advertising and AI data licensing can sustain monetization. Bears question the growth outlook and valuation, while bulls point to Reddits ad potential and data value and are buying dips.

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. 

Elon Musks warning that neoclouds face tighter financing and industry consolidation has fueled concern about Nebiuss debt-funded data-center expansion and driven a bearish debate across the sector. Bulls counter that Nebius has secured financing and customer commitments and may be better positioned than smaller operators, while traders remain split on whether the rebound signals a recovery or a pause in the selloff.

XP, Inc. engages in the operation of technology-driven financial services platform. The firm provides customers with two principal types of offerings, financial advisory services for retail clients in Brazil, high-net-worth clients, international clients and corporate and institutional clients, and an open financial product platform providing access to over 800 investment products including equity and fixed income securities, mutual and hedge funds, structured products, life insurance, pension plans, real-estate investment funds (REITs) and others from XP, its partners and competitors. he company was founded by Guilherme Dias Fernandes Benchimol in 2001 and is headquartered in Vila Olimpia, Brazil.

XP Inc - Ordinary Shares - Class A

XP is plunging alongside Brazilian stocks after Lula da Silvas reelection, as traders reassess the outlook for Brazils markets and policy environment. The community is divided between viewing the selloff as election-driven panic and a potential buying opportunity, and warning that political and fiscal risks could weigh further on the shares.

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

Elon Musks warning that neocloud firms could face failures and consolidation, alongside concerns about tighter financing and debt-heavy AI infrastructure expansion, has weighed on IREN and its peers. Traders are split between fears that capital constraints threaten the sector and dip-buying optimism that IRENs AI demand, contracts and power assets can support a recovery; some also suspect Musks comments are self-interested, but that remains speculation.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Teslas rally is being tied to Barclays upgrade, with traders also focused on a possible SpaceX combination and optimism around Robotaxi growth. The merger remains speculative, and bullish momentum is being challenged by concerns that weak fundamentals and Teslas high valuation do not justify the move.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

Brazils surprise election result, with Lula defeating Bolsonaro, has sparked a sharp selloff in EWZ as investors reassess the countrys fiscal outlook, policy direction, and currency risks. Traders are split between calling the decline an overreaction and buying the dip, and warning that uncertainty could fuel further losses.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Nu Holdings is falling amid a broad selloff in Brazilian equities after Lulas election victory, as traders reassess political, fiscal and market risks rather than point to a new company-specific development. Some see the decline as an overreaction and buying opportunity given Nus unchanged business, while others expect continued pressure from Brazil-related uncertainty.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets, Data Centers, and Treasury and Corporate. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The Treasury and Corporate segment includes the company’s proprietary trading and mining activities, as well as the company’s principal investments and related gains and losses. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is drawing attention for its sharp selloff amid weakness in crypto and AI/data-center stocks, with traders especially worried about its CoreWeave tenant exposure and the lack of clarity on additional tenants ahead of earnings. Bearish frustration over management and the stocks poor performance outweighs some traders view that the shares are oversold and worth accumulating.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

Renewed, unconfirmed takeover chatter is the dominant topic, with traders speculating about an unnamed West Coast technology buyer and often naming Meta as a possibility. Some see acquisition interest as support for PayPals undervaluation, while others doubt the rumors and argue the company needs to show progress on its own; no confirmed offer is established.

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Reliance Industries Ltd.

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ITC Ltd.

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