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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 rocket-thruster Roadster reveal is driving discussion, but the initial enthusiasm gave way to a sharp reversal as many traders called the demo a gimmick with little near-term commercial or earnings impact; others see it as evidence of Teslas engineering ambitions and speculate it could point to a closer SpaceX tie-up. The debate centers on whether the showcase signals meaningful long-term potential or distracts from practical products and fundamentals.

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 after a sharp selloff, with traders pointing to a broader AI/tech pullback and worries about AI infrastructure financing and demand, alongside lingering governance concerns tied to the companys history and an export-smuggling case involving a contractor. The appointment of Mark Long as CFO is viewed by some as a credibility boost, but others argue it does not resolve deeper trust and execution concerns.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Concern over Strategys potential exclusion from MSCI indexes dominates discussion, with traders warning that passive-fund selling could add pressure while others call the risk overblown or already priced in. Bitcoins volatility and MSTRs sharper declines add to the bearish sentiment, though dip buyers argue the selloff is an opportunity.

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 has sold off alongside other neocloud stocks as CoreWeaves debt and financing concerns fuel broader worries about AI infrastructure spending and borrowing costs. Traders debate whether NBIS is being unfairly dragged down despite its comparatively stronger balance sheet, with dip buyers facing continued bearish calls about sector-wide credit 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 fears that its debt-heavy AI infrastructure expansion may become harder to finance, with stressed bond trading and reported insider selling adding to concerns. Traders are split between warnings of refinancing and cash-flow risks and dip buyers who point to strong AI demand, contracted capacity, and Nvidias support.

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

The iPhone Duos rapid preorder sellout and extended delivery estimates are the main focus, with bullish traders citing strong demand while skeptics argue that limited launch inventory and manufacturing challenges make the sellout hard to interpret. Apples resilience as other tech stocks weakened has also drawn attention, alongside debate over its valuation and repeated intraday pullbacks.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS shares are drawing attention after a sharp selloff with no company-specific news identified; traders attribute the move to options-expiration positioning, short-term trading and broader biotech weakness, though those explanations remain speculative. The decline is amplifying frustration over the companys quiet period and the wait for REGAL Phase 3 updates, while some investors view the pullback as an opportunity and others worry about the delayed data.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure amid a rotation out of technology and semiconductor stocks, as traders question whether AI infrastructure spending and debt will generate adequate returns; higher oil prices, inflation, and yields add to risk-off concerns. The community is split between expecting further declines and buying for an oversold bounce, with repeated debate over support levels and whether rebounds will hold.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is selling off alongside broader tech and AI shares amid concerns about inflation, interest rates, oil prices and geopolitical risk. Traders disagree over whether the drop is a dip-buying opportunity backed by AI growth and contracts or a correction to an overstretched valuation ahead of earnings.

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

IREN is being swept into a broader neocloud and AI-infrastructure selloff, with traders focused on CoreWeaves debt concerns, rising financing costs, and whether debt-funded data-center expansion can generate adequate returns. Bulls see an oversold, sector-driven decline and cite IRENs contracts and possible business updates, while bears point to leverage, dilution, and continued share-price weakness.

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$TLRY am I reading this right? Roughly 1.6 million shares issued (dilution for existing shareholders) and we get Lyphe Group and lower our future debt by $6 million? 
Who says it’s a good deal?

Jason Kirk

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Tilray Brands Inc

 am I reading this right? Roughly 1.6 million shares issued (dilution for existing shareholders) and we get Lyphe Group and lower our future debt by $6 million? 
Who says it’s a good deal?

Jack dapriceup

@Jackdarip Bullshit deal, coordinated by Simon. It&#39;s roughly a 1% expansion of outstanding shares, but it just lays the groundwork for further dilution. Kim&#39;s gonna ring the bell at the NYSE tomorrow, and Simon is issuing shares at $5 a pop!

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 Bullshit deal, coordinated by Simon. It's roughly a 1% expansion of outstanding shares, but it just lays the groundwork for further dilution. Kim's gonna ring the bell at the NYSE tomorrow, and Simon is issuing shares at $5 a pop!