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Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Reports that OpenAIs latest high-speed model feature runs on Nvidia rather than Cerebras hardware have pressured shares and heightened concern about Cerebras reliance on OpenAI; traders are also watching an impending share unlock. Some view the selloff as an overreaction and are buying the dip, while others cite customer concentration, valuation and potential insider selling as risks.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas and Palantirs launch of Regna AI, a venture focused on mission-specific sovereign AI for defense and government customers, is the dominant catalyst. Bulls view it as a move beyond drone hardware into AI-enabled defense, while skeptics question its near-term financial impact and point to dilution and weak share performance despite the announcement.

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 prolonged share-price slide is the main topic, with traders focusing on KBWs reiterated bearish rating and price-target cut ahead of earnings. Some blame analyst actions and short-selling, while others point to high rates and valuation concerns; bullish traders argue that the selloff overlooks the companys growth.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snaps rebound and unusually heavy bullish call-option activity are driving attention, with traders debating whether the breakout can hold or will fade. Speculation about funding for its Specs AR business following activist pressure, along with the upcoming earnings report, is adding to the bullish discussion.

Shopify, Inc. is a global commerce company that provides essential internet infrastructure for commerce, offering trusted tools to start, scale, market, and run a retail business of any size. The Company's software enables merchants to run their business across all of their sales channels, including web and mobile storefronts, physical retail locations, social media storefronts and marketplaces. The Shopify platform provides merchants with a single view of their business across all of their sales channels and enables them to manage products and inventory, process orders and payments, fulfill and ship orders, build customer relationships, source products, leverage analytics and reporting and access financing, all from one integrated back office. The company was founded on September 28, 2004 and is headquartered in Ottawa, Canada.

Shopify Inc - Ordinary Shares - Class A (Sub Voting)

Shopify Inc

Shopifys sharp rally toward record highs is drawing attention, with traders linking the move to its Meta Muse integration that enables purchases through Shop Pay and renewed optimism about AI-driven commerce. Bullish traders see Shopify as checkout infrastructure for AI shopping, while others warn the run may be stretched and discuss taking profits or waiting for a pullback.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Discussion centers on Trumps proposed Russian diesel imports and disputed Russia-Ukraine energy ceasefire claims, which traders criticize as inconsistent with sanctions and unlikely to ease energy costs. The political backlash is paired with broadly bearish views of DJT as the stock continues to draw criticism over its weak business fundamentals, though some supporters remain bullish.

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 under pressure amid concerns that Chinas CXMT could develop denser DRAM and server-memory products, raising questions about future competition and memory pricing. Traders are divided on the selloff: some see a longer-term threat, while others call the reaction excessive because commercial production is unproven and SK Hynix remains well positioned in HBM amid strong AI-memory demand.

JasmyCoin is based on the ERC 20 standard. The token can also be used by an unspecified number of individuals and businesses to transfer tokens using digital devices as proof of value exchange or payment for services. By not limiting its usability, the token can have a wide range of purposes.

JasmyCoin

JASMYs volatile price action and concerns about exchange delistings are driving debate, with bearish traders questioning the projects outlook while holders describe the weakness as a buying opportunity. Bulls also point to JasmyChain activity and ecosystem developments as potential sources of utility, though some traders argue meaningful adoption has yet to be demonstrated.

The Goldman Sachs Group, Inc. engages in the provision of financial services. It operates through the following business segments: Global Banking and Markets, Asset and Wealth Management, and Platform Solutions. The Global Banking and Markets segment includes investment banking, global investments, and equity and debt investments. The Asset and Wealth Management segment relates to the direct-to-consumer banking business which includes lending, deposit-taking, and investing. The Platform Solutions segment includes consumer platforms such as partnerships offering credit cards and point-of-sale financing, and transaction banking. The company was founded by Marcus Goldman in 1869 and is headquartered in New York, NY.

Goldman Sachs Group, Inc.

Goldman Sachs is drawing attention ahead of its quarterly report, with traders focused on whether strong equities trading can offset softer dealmaking and fixed-income activity amid reduced earnings expectations. The recent share-price decline has split sentiment between dip buyers anticipating a beat and investors concerned about a miss or cautious guidance.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USAR is drawing attention amid a prolonged selloff, with traders focused on a potential share-supply overhang from resale registrations and future financing needs, as well as weakness across rare-earth peers. Some see the stock as oversold or blame short selling, while others point to execution and management-communication concerns; claims of manipulation remain speculation.

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$SMCI Over the course of the last few trading days I&#39;ve noticed NVD has been doing insane volume.  NVD is a 2x short ETF for nvidia.

Point being that AI sentiment is still in the basement when people are piling into a 2x short for nvidia.

Of course if nvidia goes no where we go no where, and that&#39;s exactly where we are going.  If you got profits sell this piece of shit, if you can break even get out as soon as possible.

funkymonkey_

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Super Micro Computer Inc

 Over the course of the last few trading days I've noticed NVD has been doing insane volume.  NVD is a 2x short ETF for nvidia.

Point being that AI sentiment is still in the basement when people are piling into a 2x short for nvidia.

Of course if nvidia goes no where we go no where, and that's exactly where we are going.  If you got profits sell this piece of shit, if you can break even get out as soon as possible.

@KmOz19 doesn&#39;t look like instituitions are selling NVDA so kick rocks with your BS

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 doesn't look like instituitions are selling NVDA so kick rocks with your BS

Jessica

@Callthebluffj Who the fuck said anything about institutions you stupid idiot?

 Who the fuck said anything about institutions you stupid idiot?

@funkymonkey_ nah you&#39;ll just have to hold for years.  I mean if it could get back to 40 I&#39;d think about selling for a loss there

 nah you'll just have to hold for years.  I mean if it could get back to 40 I'd think about selling for a loss there

@KmOz19 I’ll be okay with that honestly.. my avg is 45$ atm. So if it goes lower I’m sure I can bring it down to 40ish, sofi on the other hand u think it tests 15s with the s&amp;p alarming heavy? Can u follow me so I can message you privately I like getting your input 🙏

 I’ll be okay with that honestly.. my avg is 45$ atm. So if it goes lower I’m sure I can bring it down to 40ish, sofi on the other hand u think it tests 15s with the s&p alarming heavy? Can u follow me so I can message you privately I like getting your input 🙏

@buysellrepeatreboot So the volume on nvd isn&#39;t higher?  My bad.  Please show me the data to prove that wrong.

I&#39;ll sit here indian style waiting???

 So the volume on nvd isn't higher?  My bad.  Please show me the data to prove that wrong.

I'll sit here indian style waiting???

@KmOz19 ah, someone got their feelings hurt

@Callthebluffj please look up the word projection.

@KmOz19 how’d that work out for ya bud?!?