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Invesco QQQ Trust Series 1

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.

DJT is under pressure near record lows, with traders repeatedly discussing White House press secretary Katie Zacharias reported departure after less than a week. The reaction is largely bearish and extends to concerns about the administration and midterm prospects, though some traders see the decline as a potential bounce setup.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure amid a tech and AI-linked selloff, with traders focused on concerns about AI spending returns, data-center financing and debt, alongside inflation and higher-rate worries. The community is split between expecting a deeper correction and viewing the decline as an orderly rotation or buying opportunity.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Teslas Roadster demonstration featuring SpaceX-inspired thrusters dominates discussion, with traders split between enthusiasm for the engineering and skepticism that the impractical, high-end vehicle will meaningfully boost earnings. Many characterize the sharp reversal after the initial excitement as a sell-the-news reaction; speculation about a TeslaSpaceX merger also appears but remains unconfirmed.

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 is being swept up in a broad neocloud and AI-infrastructure selloff, as concerns over CoreWeaves debt stress, rising financing costs and the sustainability of data-center spending weigh on the sector. Traders are split between buying the pullback and warning of further declines; bullish voices argue Nebius has a stronger balance sheet than some peers and is being dragged down by sector-wide pressure.

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 selloff is centered on concerns that its debt-heavy AI data-center expansion could become harder to finance as bond-market stress and borrowing costs rise; founders large share sales have added to investor unease. Bulls call the decline an overreaction given AI demand and Nvidias support, while bears focus on refinancing, dilution, and default risks.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets, Data Centers, and Treasury and Corporate. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The Treasury and Corporate segment includes the company’s proprietary trading and mining activities, as well as the company’s principal investments and related gains and losses. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is drawing attention amid a sharp selloff and fresh 52-week lows, as traders point to weakness across crypto and AI/data-center stocks and worry that CoreWeaves financial strain could affect Galaxys data-center business. Many also criticize managements communication and delayed tenant updates, while some see the decline as sector-wide or a buying opportunity.

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

Direxion Daily Semiconductor Bull 3X Shares

A broad semiconductor selloff, magnified by SOXLs 3x leverage, is drawing attention amid worries about hotter inflation and rates, Chinese competition, and whether heavy AI infrastructure spending will deliver adequate returns. Traders are divided between viewing the decline as an oversold buying opportunity and expecting further downside after the sectors extended losing streak.

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 caught in a broad selloff across AI neocloud and data-center stocks as concerns over CoreWeaves debt and rising financing costs fuel worries about leverage and access to capital across the sector. Traders debate whether IRENs contracted AI demand and funding profile set it apart, with dip-buying optimism countered by concerns about debt, dilution, and further losses.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

A sharp selloff across AI and data-center stocks has driven APLD to fresh 52-week lows, with traders pointing to broader risk-off pressure and concerns about the sectors debt-heavy financing and CoreWeave-related weakness. The community is split between buying the dip on APLDs contracted business and execution, and fearing further declines over leverage, funding costs, and uncertain demand.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MSCIs proposed index-screening rules, which could put Strategys membership at risk, are driving concern about potential forced selling by index-tracking funds. Traders debate whether that risk is material or already priced in, while bearish reactions also cite MSTRs steep decline relative to Bitcoin and shareholder dilution; the exclusion is not yet confirmed.

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$WRD I am looking forward to Q3 earn for three  factors beyond the normal stuff/guidance. Recently I had it at one factor = the net loss improvement.. 
 
Item 1: What Jingshuo contribution is as a stand alone since July.  
Prior revenue from that was: 
$8.3MM in 2024 
$23.7MM in 2025 (2.86 increase) 
$44.4MM est for 2026 (almost 100% increase) 
$75MM- $100MM potential in 2027 on a ROC avg of prior years 
Gross Margin is not stated but could be 50%+/- for this segment 
 
Fei Chen leads it (I think). He&#39;s been with WeRide since 2018 and is qualified unlike Jen as CFO + Head of International (look at her psst jobs to know why I say that) for a production and sales company. 
 
Item 2: Looking into Jingshuo reminded me of the robovan spin off that got a a $400MM valuation. We learned about this in Q2  but nothing said since. 
 
Item 3: Net Loss. WeRide needs to reduce NL by 5.6MM per qtr for net 10 qtrs to hit breakeven. So, $52MM or lower on Q3 to be on track.

Marc

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WeRide Inc. - ADR

 I am looking forward to Q3 earn for three  factors beyond the normal stuff/guidance. Recently I had it at one factor = the net loss improvement.. 
 
Item 1: What Jingshuo contribution is as a stand alone since July.  
Prior revenue from that was: 
$8.3MM in 2024 
$23.7MM in 2025 (2.86 increase) 
$44.4MM est for 2026 (almost 100% increase) 
$75MM- $100MM potential in 2027 on a ROC avg of prior years 
Gross Margin is not stated but could be 50%+/- for this segment 
 
Fei Chen leads it (I think). He's been with WeRide since 2018 and is qualified unlike Jen as CFO + Head of International (look at her psst jobs to know why I say that) for a production and sales company. 
 
Item 2: Looking into Jingshuo reminded me of the robovan spin off that got a a $400MM valuation. We learned about this in Q2  but nothing said since. 
 
Item 3: Net Loss. WeRide needs to reduce NL by 5.6MM per qtr for net 10 qtrs to hit breakeven. So, $52MM or lower on Q3 to be on track.