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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

A sharp pullback in IREN and other AI-data-center stocks has focused discussion on SemiAnalysiss criticism of reliability at IRENs legacy Canadian sites and concerns about execution, capital needs, and dilution; bulls argue the report overstates the problems and point to the companys AI-contract pipeline and NVIDIA validation. Traders also circulated an unconfirmed Anthropic-deal rumor, while seeking official confirmation.

W.F Holding Ltd. engages in the manufacture of fiberglass reinforced plastic and FRP products. It sells a range of FRP products, including filament wound and molded tanks, thermoplastic tanks, lining products, ducting and fitting products, air pollution control equipment, and custom-made products. The firm also offer delivery, installation and repair, maintenance services, and on-site consultation services. The company was founded on March 7, 2023 and is headquartered in Shah Alam, Malaysia.

WF Holding Ltd.

WF Holding Limited Ordinary Shares

WFF is drawing attention after an extreme, news-light momentum surge, with traders attributing the move to speculative buying and a possible short squeeze rather than a confirmed business catalyst. The community is divided between expectations of further gains and warnings of a pump-and-dump reversal, with possible share dilution also a concern.

T-Mobile US, Inc. engages in the provision of wireless communications services under the T-Mobile and MetroPCS brands. It offers postpaid and prepaid wireless voice, messaging and data services, and wholesale wireless services. The company was founded in 1994 and is headquartered in Bellevue, WA.

T-Mobile US Inc

SpaceXs reported acquisition of low-band spectrum for Starlink Mobile sparked a sharp selloff in T-Mobile shares, as traders weighed the prospect of a new wireless competitor. Many called the reaction excessive, arguing that regulatory hurdles, network buildout and capacity limits would make SpaceX a near-term threat to T-Mobiles established network and customer base unlikely.

Sovereign frontier cloud for AI that builds  AI agents are starting to build and operate real software. Agentic organizations are starting to coordinate people, code, data, payments, and governance. Both need a cloud that is sovereign, tamperproof, and always on.  The Internet Computer is that cloud.  Built on more than USD 500 million in R&amp;D, ICP uses advanced blockchain technology and cryptography to run entire software systems end-to-end on the network: websites, apps, services, data, payments, and governance. Code and data are protected by the protocol, replicated across independent nodes, and cannot be silently changed by a cloud provider, backend operator, or attacker.  Cloud engines make this infrastructure sovereign. They let organizations run ICP-powered compute across chosen providers, locations, and jurisdictions while keeping the same tamperproof and always-on guarantees of the network.  This is the real demand ICP serves: sovereign frontier cloud for AI agents and agentic organizations. Agents can build and update software. Organizations can run rules, assets, and governance as verifiable systems. The result is software that stays online, keeps its data, and remains under the control of its owners.  Developers and AI agents can build on the Internet Computer with any AI assistant using the ICP skill library at skills.internetcomputer.org, or by creating apps through conversation with Caffeine AI.  Computation on ICP is paid for by converting $ICP into cycles. $ICP is also used for staking and governance through the Network Nervous System.

Internet Computer

ICP is drawing attention after a sharp rebound alongside strength in altcoins, with traders watching whether momentum can clear nearby resistance and sustain a breakout. Bullish posts cite its decentralized-computing and AI-infrastructure ambitions, while skeptics point to repeated rejections, weak adoption, and underperformance versus peers.

NEAR Protocol is the blockchain for AI. A high-performance, AI-native platform built to power the next generation of decentralized applications and intelligent agents. It provides the infrastructure AI needs to transact, operate, and interact across Web2 and Web3. NEAR combines three core elements: User-Owned AI, which ensures agents act in users’ best interests; Intents and Chain Abstraction, which eliminate blockchain complexity for seamless, goal-driven transactions across chains; and a sharded blockchain architecture that delivers the scalability, speed, and low-cost execution needed for real-world AI and Web3 use. This integrated stack makes NEAR the foundation for building secure, user-owned, AI-native applications at internet scale.

Near

NEAR is drawing attention amid a broader altcoin rally and breakout chatter, with traders also citing a proposed vote to reduce token inflation and a quantum-resistant upgrade nearing mainnet as possible catalysts. Sentiment is mostly bullish, though some warn the move could fade and question its staying power.

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

Discussion centers on SELLASs unusually large ASH conference booth and prolonged quiet period, which traders speculate may precede REGAL trial updates or a pharmaceutical partnership or buyout. Those developments are unconfirmed, and some traders caution that booth size alone says little; the REGAL results remain the key point of debate.

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. 

NBIS is drawing attention amid a sharp, sector-wide pullback in AI infrastructure and neocloud stocks, which traders linked to headlines comparing OpenAIs annualized revenue on different accounting bases and renewed concerns about AI spending, debt, and valuations. Bulls call the selloff an overreaction and point to NBISs growth and demand, while bears question the sectors economics and NBISs valuation; the stocks volatile swings have intensified the debate.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStops rally toward a 52-week high and breakout attempt have fueled bullish momentum, with traders citing Ryan Cohens reported share purchases and watching options and warrants for a possible squeeze. Some expect further gains, while skeptics warn the move could fade without a confirmed company announcement.

United States Natural Gas Fund LP. - United States Natural Gas Fund

United States Natural Gas Fund, LP

UNG is drawing attention for a volatile natural-gas rebound, with traders watching its move back above $11 and citing strong buying volume. Bulls point to colder-winter expectations and supply disruptions, while skeptics view the move as a possible head fake and expect continued chop or a pullback.

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

Palantirs rally to fresh highs is drawing attention after Goldman Sachs upgraded the stock to Buy, citing sovereign-AI demand and a potentially expanding market. Bulls are celebrating the breakout and speculating about short covering, while skeptics argue the valuation is stretched and the move may be overextended.

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$GOOGL 
 
Waymo closed a 5 billion dollar term loan Thursday, its first debt financing ever. PIMCO, Blackstone, and Sixth Street led the lending group. 
 
That&#39;s about 21 billion in outside capital this year, 16 billion of it equity at a 126 billion valuation. Lenders are now underwriting the robotaxi buildout on debt. 15 US cities so far, with London, Tokyo, and Singapore next.

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Alphabet Inc Class A

 
 
Waymo closed a 5 billion dollar term loan Thursday, its first debt financing ever. PIMCO, Blackstone, and Sixth Street led the lending group. 
 
That's about 21 billion in outside capital this year, 16 billion of it equity at a 126 billion valuation. Lenders are now underwriting the robotaxi buildout on debt. 15 US cities so far, with London, Tokyo, and Singapore next.

Krypton Research

@KryptonResearch14 Waymo&#39;s first debt deal is worth a look, and the lender list stands out to me. PIMCO, Blackstone and Sixth Street leading the $5B term loan suggests lenders are comfortable underwriting the robotaxi buildout. The open question is how the interest cost weighs on margins as the rollout grows. I&#39;m long $GOOGL myself, which colors how I read this.

 Waymo's first debt deal is worth a look, and the lender list stands out to me. PIMCO, Blackstone and Sixth Street leading the $5B term loan suggests lenders are comfortable underwriting the robotaxi buildout. The open question is how the interest cost weighs on margins as the rollout grows. I'm long 