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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

IREN is under pressure alongside neocloud peers as Gartners warning about potential AI-infrastructure impairments and concerns over CoreWeaves debt and financing costs fuel fears of an AI-spending downturn, with inflation data adding rate concerns. Traders debate whether IREN shares the sectors risks or has stronger infrastructure and customer arrangements, while many call the selloff excessive and buy the dip.

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

Discussion centers on Ondas and Palantirs Regna AI venture, which traders see as a potential expansion from drones into sovereign AI for defense and autonomous systems. Optimism about that opportunity and possible short-covering is countered by concerns about dilution, losses, execution risk, and the stocks steep decline; claims of coordinated short pressure remain speculation.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Modernas rally is centered on its positive Phase 3 melanoma-vaccine results with Merck and anticipation of detailed data at ESMO; traders also cite the NIH cancer-vaccine initiative and Nasdaq-100 inclusion as supportive factors. The community is split between momentum and short-covering bulls and skeptics who see the valuation as stretched and warn of a potential sell-the-news pullback.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is caught in a sharp semiconductor-sector selloff tied to inflation and interest-rate concerns, alongside worries about AI spending and memory competition, after a steep decline triggered a volatile rebound. Traders disagree over whether the bounce marks a durable recovery or a brief relief rally, with many buying the dip while others expect further downside.

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 manufacturing issues in a first-stage tank component is driving the selloff. Traders are split between concerns about repeated delays, execution risk and postponed growth, and views that prioritizing safety makes the drop an overreaction to a solvable problem.

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 distressed bond pricing, a heavy debt load, and concerns that rising borrowing costs could make funding its AI infrastructure expansion difficult. Traders are split between viewing the drop as an overreaction to temporary credit stress and warning that financing risks could threaten the business, with some also buying the dip on expectations of continued AI demand.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is drawing attention after a sharp rally, with traders debating whether it marks a breakout as money rotates back into software stocks. Bulls cite enterprise AI momentum and analyst upgrades ahead of earnings, while skeptics point to repeated reversals and resistance that have made recent gains difficult to hold.

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 been swept into a neocloud selloff after Gartner warned that many independent providers may not survive the AI infrastructure buildout, while CoreWeaves debt and bond-market stress have intensified concerns about financing and returns. Traders are divided: bears see risks across the sector, while bulls argue Nebius is better positioned than CoreWeave and view the decline as an overreaction.

Karman Holdings, Inc. engages in the design, testing, manufacturing, and sale of dependable missile systems. It offers Payload Protection & Deployment Systems, Aerodynamic Interstage Systems, and Propulsion Systems. The company was founded on August 20, 2020 and is headquartered in Huntington Beach, CA.

Karman Holdings Inc.

Karman Holdings Ord Shs

KRMNs sharp intraday rise has traders looking for a catalyst, but the messages point to speculation rather than confirmed news, including buyout rumors and a possible oversold technical bounce. Some see the move as a bullish reversal, while others remain cautious given the stocks recent weakness and valuation concerns.

eBay, Inc. is a commerce company, whose platforms include an online marketplace and its localized counterparts, including off-platform businesses in Japan, as well as eBay’s suite of mobile apps. It offers a platform for various product categories, including parts and accessories, collectibles, fashion, electronics, and home & garden. eBay generates revenue mainly through fees from sales, payment processing, and advertising. The company was founded by Pierre Morad Omidyar in September 1995 and is headquartered in San Jose, CA.

EBay Inc.

eBay Inc

eBay is drawing attention after Morgan Stanley named it a top pick, citing eBay Live as a driver of marketplace growth. Traders are balancing that bullish view against Wells Fargos concerns about investment spending and Vinted competition, while GameStop takeover talk remains speculative.

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$WRD Will it be the same for the next 6 quarters or will WeRide scaling start to change some important numbers in Q3?   
 
Both CEOs need to step up and take charge of the narratives. They have not. Tony has a much better story to show than PONY does IMO, but he has not, at least not in the way the market needs.  
 
Aggregated  data for the past 6 quarters on WRD and $PONY  
 
 
Bottom line to me is the head count. WeRide employees 3.3X more employees than PONY has and that shows up in the net loss  and in 13F Filings, where it matters the most. They are close in total revenues earned, but that is where they separate. WeRide is closer to revenue acceleration (might already have happened, Q3 will confirm) that may help them on the outsized net losses to date.  
 
WeRide will have the 2nd msot AV in service i nthe AV sector by YE and be in 1st place by YE 2027. Sometime Wall Street will have to deal with that.

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WeRide Inc. - ADR

Pony AI Inc

 Will it be the same for the next 6 quarters or will WeRide scaling start to change some important numbers in Q3?   
 
Both CEOs need to step up and take charge of the narratives. They have not. Tony has a much better story to show than PONY does IMO, but he has not, at least not in the way the market needs.  
 
Aggregated  data for the past 6 quarters on WRD and 

  
 
 
Bottom line to me is the head count. WeRide employees 3.3X more employees than PONY has and that shows up in the net loss  and in 13F Filings, where it matters the most. They are close in total revenues earned, but that is where they separate. WeRide is closer to revenue acceleration (might already have happened, Q3 will confirm) that may help them on the outsized net losses to date.  
 
WeRide will have the 2nd msot AV in service i nthe AV sector by YE and be in 1st place by YE 2027. Sometime Wall Street will have to deal with that.

@LubberJML 
A few points on this apples-to-pears comparison:

+ Revenue acceleration has already started. WeRide’s Q2 revenue grew 82% year over year, with a 37.5% gross margin. Q3 needs to show that growth continues and starts reducing losses.

+ on headcount, the 3.3 times figure appears to compare WeRide’s June count with Pony’s older December count of 1,669. At June 30, 2026, WeRide reported 5,485 staff (incl 533 interns). Pony reported 1,793 employees.

WeRide’s workforce needs to be split by function. June disclosure shows 1,066 R&amp;D engineers, 4,125 R&amp;D data-processing staff and 294 staff in other functions. Data processing represents 75.2% of headcount. 

That does not mean it represents 75.2% of R&amp;D spending. Employee numbers and expense shares are different measures. 

WeRide’s data capability also serves an external commercial business (JingShuo). Treating the entire workforce as autonomous driving engineering overhead misses that distinction. 

&gt;

247trading247

StockTwits for iOS

 
A few points on this apples-to-pears comparison:

+ Revenue acceleration has already started. WeRide’s Q2 revenue grew 82% year over year, with a 37.5% gross margin. Q3 needs to show that growth continues and starts reducing losses.

+ on headcount, the 3.3 times figure appears to compare WeRide’s June count with Pony’s older December count of 1,669. At June 30, 2026, WeRide reported 5,485 staff (incl 533 interns). Pony reported 1,793 employees.

WeRide’s workforce needs to be split by function. June disclosure shows 1,066 R&D engineers, 4,125 R&D data-processing staff and 294 staff in other functions. Data processing represents 75.2% of headcount. 

That does not mean it represents 75.2% of R&D spending. Employee numbers and expense shares are different measures. 

WeRide’s data capability also serves an external commercial business (JingShuo). Treating the entire workforce as autonomous driving engineering overhead misses that distinction. 

>

Niels

@NLZ  
1. I asked if the next 6 qtrs changes the last 6 qtrs starting with Q3. So far the chart says not. Price always follows data.  
2. I stand by my entire  post w/o any revision or explanation   
3. I think I can safely say the market is with me on #2  
4. I have no issue with your view of the data that I posted and I won&#39;t debate you about that again. This is what markets do, they look at the same data but decide it for themselves as they should 
5. You are not telling me anything I don&#39;t know already or have not written about as to the &quot;whys&quot; or the &quot;distinctions&quot;  
 
The chart is not showing me how the next 4 qtrs will be any better than the last 6 qtr. When it does I&#39;ll share it.  
 
Price shows up in a chart long before the data does. Price leads data. and it tells us about the path forward for revenue and earnings. 
The fundamentals  you stay focused are are superior in WeRide. I never disputed that but that is not driving $ WRD into a graveyard. What I showed does. We did not buy WRD for this.

  
1. I asked if the next 6 qtrs changes the last 6 qtrs starting with Q3. So far the chart says not. Price always follows data.  
2. I stand by my entire  post w/o any revision or explanation   
3. I think I can safely say the market is with me on #2  
4. I have no issue with your view of the data that I posted and I won't debate you about that again. This is what markets do, they look at the same data but decide it for themselves as they should 
5. You are not telling me anything I don't know already or have not written about as to the "whys" or the "distinctions"  
 
The chart is not showing me how the next 4 qtrs will be any better than the last 6 qtr. When it does I'll share it.  
 
Price shows up in a chart long before the data does. Price leads data. and it tells us about the path forward for revenue and earnings. 
The fundamentals  you stay focused are are superior in WeRide. I never disputed that but that is not driving $ WRD into a graveyard. What I showed does. We did not buy WRD for this.