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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 Group is experiencing significant volatility as investors digest reports that Meta plans to commercialize excess compute, sparking concerns over potential competition and future supply dynamics in the AI infrastructure market. Despite the sell-off, community discussions remain divided between those viewing the move as a narrative-driven overreaction to a structurally supply-constrained sector and others signaling caution regarding long-term customer concentration risk.

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

CoreWeave is facing significant downward pressure as investors reassess its scarcity premium following reports that Meta is exploring a cloud business to monetize excess AI compute capacity. While bulls maintain that CoreWeaves long-term contracts and AI infrastructure position remain intact, the community is actively debating whether this signals a structural shift toward hyperscaler-led competition that could compress margins for independent data center providers.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is surging following reports that the company plans to launch a cloud business to monetize excess AI compute capacity, a move interpreted as a strategic pivot to improve capital expenditure efficiency. The announcement triggered sharp selling in smaller infrastructure and 'neocloud' providers as investors weigh the competitive implications of a major hyperscaler entering the compute-as-a-service market.

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 facing intense selling pressure as the market reacts to reports of potential hyperscaler compute supply, while shareholders express growing frustration over management's focus on brand partnerships and high-profile marketing instead of deal-driven revenue. Despite this, bulls are highlighting IREN's recent achievement of NVIDIA Exemplar Cloud status as a validation of its infrastructure quality, setting the stage for a potential structural recovery.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Walt Disney Co. is trending as investors weigh strong box office performance from the Toy Story franchise against persistent market skepticism regarding the company's valuation and long-term growth. While analysts highlight potential catalysts like streaming profitability and theme park monetization, community sentiment remains divided between those viewing the stock as a deeply undervalued long-term hold and critics frustrated by stagnant price performance over the last decade.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is trending as institutional interest grows alongside positive analyst sentiment and anticipation for upcoming regulatory developments regarding peptide therapies. Community discussion is heavily focused on the stock's potential for long-term compounding, with many participants actively debating whether recent price action represents a sustainable breakout or a temporary momentum play driven by retail volume.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is experiencing heightened volatility and community debate as investors navigate high short interest and anticipation surrounding upcoming earnings. The stock is currently being driven by a combination of retail-led momentum, technical trading patterns, and speculation regarding enterprise adoption and potential strategic catalysts.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull Corp (BULL) is currently seeing heightened community discussion as traders debate its potential for a breakout above the $7 resistance level. While some investors are optimistic about institutional accumulation and long-term expansion efforts, others remain skeptical, citing consistent price pinning and unfavorable comparisons to the performance of competitors like Robinhood.

Jack in the Box, Inc. engages in the provision of developing, operating, and franchising a chain of quick-service and fast-casual restaurants. It operates through the Jack in the Box and Del Taco segments. The Jack in the Box segment offers a selection of distinctive products including classic burgers and other product lines such as Buttery Jack Burgers. The company was founded by Robert Oscar Peterson in 1951 and is headquartered in San Diego, CA.

Jack In The Box, Inc.

Jack in the Box is trending as retail traders pivot to the stock as a potential short-squeeze candidate, citing its low float and high short interest. Community discussions are heavily focused on the squeeze thesis, with some comparing it to past meme-stock phenomena while debating the company's long-term turnaround efforts.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Digital is trending as investors weigh its structural transition from Bitcoin mining to an AI-focused high-performance computing powerhouse, recently bolstered by significant senior note offerings and long-term contracts with major hyperscalers. While the community is actively debating the company's resilience against broader sector volatility and potential hyperscaler-driven cloud competition, many participants are viewing recent price pullbacks as strategic accumulation opportunities due to the firm's locked-in revenue model.

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$VIR The shorting c@nts came back in full force today. Figured as much.

Harun Aksu

Jonathan Volinsky

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Vir Biotechnology Inc

 The shorting c@nts came back in full force today. Figured as much.