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SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Hotter-than-expected inflation has revived fears of further Fed rate hikes, while weakness in semiconductor and AI-linked stocks is adding pressure to the S&P 500. Traders are split between viewing the selloff as a healthy pullback and worrying that AI-financing concerns could deepen the decline.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention amid a tech-led selloff, as traders point to hotter-than-expected inflation and renewed Fed rate-hike concerns alongside weakness in semiconductor stocks. The community is split between viewing the drop as a buying opportunity and fearing a deeper unwind of the AI trade, with concerns about infrastructure spending and debt remaining speculative.

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 selloff is being driven by Gartners warning that AI infrastructure spending may outpace revenue and threaten many neocloud providers, alongside growing concern about the companys debt financing and rising bond yields. Traders are divided between fears of a credit crisis and bankruptcy, and buyers who argue its AI demand and contract backlog make the drop overdone.

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 caught in a selloff across AI infrastructure and neocloud stocks after Gartner warned that many independent providers could fail or consolidate by 2030; hot inflation and concerns about CoreWeaves borrowing costs have added to worries about funding and AI spending. Traders are divided between seeing the decline as a warning about valuations and financing risks and treating it as a buying opportunity, with some arguing Nebius is better positioned than CoreWeave.

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, broadening its potential patient base. Traders largely welcomed the regulatory milestone but were frustrated by the muted share-price reaction; some see the news as already priced in or largely a formality, while others expect sales and analyst expectations to benefit, and the community is watching founder Patrick Soon-Shiongs upcoming trial discussion.

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

NVIDIA is caught in a broader semiconductor and AI-stock selloff, with hotter-than-expected inflation fueling concerns about further rate hikes. Traders also debate whether the pullback is a macro-driven correction or a warning about unsustainable AI spending and neocloud financing.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is drawing attention amid a steep memory-stock and South Korean market selloff, with traders citing concerns that Chinas CXMT could intensify DRAM competition alongside foreign-fund outflows and worries about AI spending and memory cyclicality. Bears see further downside, while bulls argue the competitive threat is premature and view the pullback as a buying opportunity.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

SMCI is drawing attention amid a sharp selloff in AI and data-center stocks, with traders citing concerns about enterprise AI spending, server-demand timing and margins, alongside renewed scrutiny of an export-control case involving a former contractor. Bears see further downside and question management credibility, while bulls argue the legal case is not a charge against the company and view the decline and upcoming earnings as a buying opportunity.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

AMZNs choppy pullback is being debated against its AI and AWS growth story, with traders parsing Anthropic and OpenAI revenue updates alongside Amazons heavy AI spending. Bulls see strong demand and future AWS monetization, while bears worry that capex may outpace returns and pressure cash flow; some also point to broader market weakness.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins steep, persistent selloff and repeated analyst price-target cuts dominate discussion, with traders debating whether the decline signals weaker expectations or a buying opportunity given the companys growth and cash flow. The upcoming earnings report is a key test, while holders criticize managements silence and question whether results and guidance can improve sentiment.

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$BNTX has inferior technology.  mRNA was a moon shot; only  $MRNA was successful. BioNTech is on a plane at full speed into the ground. 
Yes, there is hope in the future - but how long do you need to wait. The risk is that Moderna mRNA expertise increasingly pulls away from BNTX. Will continue to watch and when they have first breakthrough jump in or maybe  reboard sometime next year if the cash burn is not too bad. 
A massive residual risk is the mRNA technology role - still unfilled? REALLY? Guido Oelkers looks like a great leader but has zero mRNA experience, not a mRNA scientific pioneer. Yikes. At this moment, BNTX is a no touch. 
Was fortunate and lucky to exit a bit before the CEO and CMO announced their departure. Do not expect anything good in the near term.

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BioNTech SE - ADR

Moderna Inc

 has inferior technology.  mRNA was a moon shot; only  

 was successful. BioNTech is on a plane at full speed into the ground. 
Yes, there is hope in the future - but how long do you need to wait. The risk is that Moderna mRNA expertise increasingly pulls away from BNTX. Will continue to watch and when they have first breakthrough jump in or maybe  reboard sometime next year if the cash burn is not too bad. 
A massive residual risk is the mRNA technology role - still unfilled? REALLY? Guido Oelkers looks like a great leader but has zero mRNA experience, not a mRNA scientific pioneer. Yikes. At this moment, BNTX is a no touch. 
Was fortunate and lucky to exit a bit before the CEO and CMO announced their departure. Do not expect anything good in the near term.