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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 the treatments eligible patient population months ahead of its expected decision date. Traders largely view the decision as a major market opportunity and validation for ImmunityBio, though some are frustrated by the modest share-price response and flag valuation and dilution concerns.

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

Fears that CoreWeaves debt-heavy AI infrastructure expansion may be difficult to finance are driving the selloff, alongside concerns about whether neocloud spending can remain sustainable. Traders are split between warning of serious credit and bankruptcy risk and viewing the decline as an overreaction, with bullish arguments pointing to continued AI demand and possible Nvidia support.

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 with other neocloud stocks amid a Gartner warning about the sustainability of AI infrastructure spending, rising concerns over CoreWeaves debt, and hot inflation data that revived rate and financing-cost fears. Traders are divided between viewing the decline as a buying opportunity because AI demand remains strong and worrying that capital-intensive neoclouds may struggle to fund growth.

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

Hotter-than-expected inflation has intensified concerns about further Fed tightening, adding pressure to Nvidia amid a broader semiconductor and AI-stock selloff. Traders are split between viewing the pullback as a buying opportunity and worrying that AI valuations and debt-funded infrastructure spending are unsustainable.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSMCs record quarterly results and strong outlook, supported by AI-chip demand, dominate discussion, but shares are falling alongside a broader semiconductor selloff. Traders are split between viewing the results as evidence of resilient demand and arguing that high expectations, AI-spending concerns, and risk-off market conditions are outweighing the earnings beat.

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 under pressure amid a broad selloff in AI and data-center stocks, with traders citing concerns about enterprise AI spending, margins and overall market weakness. A former contractors guilty plea in an alleged server-smuggling case has added legal and credibility worries, while bulls call the drop an overreaction and point to demand and backlog ahead of earnings.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Globals agreements with GE Vernova and Baker Hughes for equipment supporting gas-fired, off-grid power for data centers have drawn attention as traders weigh the AI-related opportunity against the potentially large capital burden. The community is skeptical of the pivot, noting that the agreements are framework arrangements and future orders depend on customer commitments.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor selloff, alongside hotter-than-expected inflation and concerns about AI valuations, is weighing on SOXL; traders also point to Chinese chip competition and weakness in Asian semiconductor shares. The community is split between bearish calls for further declines and dip buyers who view the selling as overdone given strong chip demand and earnings, with the funds 3x leverage amplifying the swings.

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

Reported regulatory clearance for Apple Intelligence in China and a planned rollout have drawn attention, while traders are also focused on AAPLs relative strength near record highs as chip and tech shares weaken. Bulls describe it as a defensive haven; bears argue the valuation is stretched and the strength may be artificially supported.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorillas proposed non-binding deal to acquire a U.S. data center and expand its AI infrastructure is drawing attention, but many traders question how it would be financed and see it as adding risk before existing project execution and financing are clarified. Some view U.S. expansion as a growth opportunity, while others call the announcement premature and worry about further dilution or debt.

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 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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$ARE What’s amazing is that there are like 5 or 6 people on this board that give a shit about this company. Probably the best value for a quality REIT out there right now. 

Not complaining, thrilled to be able to continually add at these prices

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Alejandro Pino

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Alexandria Real Estate Equities Inc.

 What’s amazing is that there are like 5 or 6 people on this board that give a shit about this company. Probably the best value for a quality REIT out there right now. 

Not complaining, thrilled to be able to continually add at these prices

Koapark

@Koapark I care about this company because I see it as a way to make outsized returns, but its also a good company fundamentally. It is consistently done a good job time and time again to steer the ship through tough situations and has been recognized for that. I&#39;m betting on my hunches with my money $ARE  
 
https://investor.are.com/news-events-and-webcasts/news/news-details/2026/Alexandria-Real-Estate-Equities-Inc--Recognized-Among-Top-20-Companies-for-Talent-Readiness-in-The-Wall-Street-Journals-Best-Companies-for-the-Future/default.aspx 
 
https://investor.are.com/news-events-and-webcasts/news/news-details/2026/Alexandria-Real-Estate-Equities-Inc--Named-One-of-the-Most-Trustworthy-Companies-in-America-by-Newsweek-for-Fourth-Consecutive-Year/default.aspx

Alexandria Real Estate Equities, Inc. (NYSE: ARE), the first, preeminent, longest-tenured and pioneering owner, operator and developer of collaborative Megacampus(tm) ecosystems in AAA life science innovation cluster locations, today announced that it has been named one of the Most Trustworthy Companies in America by Newsweek.

Alexandria Real Estate Equities, Inc. Named One of the Most Trustworthy Companies in America by Newsweek for Fourth Consecutive Year

Alexandria Real Estate Equities, Inc. (NYSE: ARE), the first, preeminent, longest-tenured and pioneering owner, operator and developer of collaborative Megacampus(tm) ecosystems in AAA life science innovation and advanced technology clusters, today announced that it has been recognized by The Wall Street Journal Leadership Institute and Bendable Labs as one of the nation's leading companies positioned for future success, ranking 16th in talent readiness among all SP 500 companies in the inaugural "Best Companies for the Future" list.

Alexandria Real Estate Equities, Inc. Recognized Among Top 20 Companies for Talent Readiness in The Wall Street Journal's "Best Companies for the Future"

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 I care about this company because I see it as a way to make outsized returns, but its also a good company fundamentally. It is consistently done a good job time and time again to steer the ship through tough situations and has been recognized for that. I'm betting on my hunches with my money 