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Invesco QQQ Trust Series 1

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure after hotter-than-expected inflation data intensified concerns about Fed rate hikes, prompting a selloff in rate-sensitive tech stocks. Traders also debate whether the drop reflects a broader unwind in AI and semiconductor enthusiasm, with some expecting a technical rebound and others warning of a deeper correction.

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 decision to push Neutrons first launch to 2027 after a carbon-composite tank manufacturing issue is driving the discussion and weighing on shares. Traders debate whether the delay reflects prudent testing or recurring execution problems that could prolong losses, while some also point to broader weakness in growth and space stocks.

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

CoreWeave is under pressure after Gartner warned that most independent neocloud providers may not remain independent through 2030, intensifying concerns about the economics of AI infrastructure spending; traders also point to stressed bond pricing and the companys debt-heavy expansion. The debate pits bankruptcy and AI-bubble fears against bulls who cite contracted demand and expect the selloff to reverse.

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 selling off with other neocloud and AI-infrastructure stocks as traders react to Gartners warning that spending may outpace AI revenue and many independent providers could struggle to survive, with inflation and financing-cost worries adding pressure. The community is divided between fears of an AI-infrastructure bubble and debt risks, and dip-buyers who argue IRENs power and data-center assets position it for continued AI demand.

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 use with BCG to include high-grade papillary-only, BCG-unresponsive bladder cancer, ahead of the expected decision date. Traders largely view the broader eligible patient pool as a commercial and regulatory positive, though many are frustrated by the muted share-price response and debate whether the news was already priced in.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

A sharp selloff in memory stocks has put SNDK under pressure, with traders debating whether Chinas CXMT expansion and easing supply could weaken the sectors pricing power, alongside broader worries about AI spending and macro conditions. Bears see more downside risk, while bulls argue the China concerns are overstatedparticularly for SanDisks NAND businessand point to AI-driven storage demand and upcoming earnings as reasons for optimism.

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

A hotter-than-expected CPI reading has fueled rate-hike worries and a broad market selloff, with traders also pointing to weakness in chip and AI-related stocks. The community is split between expecting further downside and viewing the sharp move as an oversold dip that could rebound, with PPI seen as another key test.

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

SOFIs sharp selloff is being tied by traders to hotter-than-expected inflation, rising Treasury yields and renewed Fed rate-hike concerns, which weigh on rate-sensitive lenders and fintech stocks amid broader market weakness. Longs are calling the decline an oversold buying opportunity and looking to upcoming earnings, while bears point to the downtrend and distrust of management and past share dilution.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor selloff, amid hotter-than-expected inflation and worries about AI valuations and Chinese chip competition, has driven attention to SOXL; dip-buyers call the decline an overreaction, while bears warn that selling pressure may continue. The funds 3 daily leverage amplifies the sectors swings.

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 selling off with semiconductor and tech stocks as hotter-than-expected inflation raises concern about interest rates and weighs on risk appetite. Traders are also debating whether AI spending and debt-heavy neocloud financing make the AI trade vulnerable, while some view the pullback as a buying opportunity.

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$ONDS I&#39;m sure Palantir and ONDS&#39; own military advisors are  guiding to these acquisitions. They see the competitive landscape and issues that come up when selling to the govt. There are so many tiny players in this space with key pieces of tech but limited capacity to deliver at scale, it makes sense to roll them into one major platform. The DoW probably can&#39;t deal with dozens or hundreds of tiny vendors. ONDS is building an all-in-one solution on a Palantir platform the DoW already uses.

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Ondas Inc

 I'm sure Palantir and ONDS' own military advisors are  guiding to these acquisitions. They see the competitive landscape and issues that come up when selling to the govt. There are so many tiny players in this space with key pieces of tech but limited capacity to deliver at scale, it makes sense to roll them into one major platform. The DoW probably can't deal with dozens or hundreds of tiny vendors. ONDS is building an all-in-one solution on a Palantir platform the DoW already uses.

Kevin Newberry

@JedClampettTX 
Right - And I see Ondas military advisers speaking with their cronies in the DoD, saying “We’re not quite ready now, but will be by EOY”
That’s when large contracts start to appear and our SP is gonna reflect that.

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Right - And I see Ondas military advisers speaking with their cronies in the DoD, saying “We’re not quite ready now, but will be by EOY”
That’s when large contracts start to appear and our SP is gonna reflect that.