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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 has been caught in a neocloud and AI-infrastructure selloff after Gartner warned that many providers could shut down or consolidate, with CoreWeaves debt and financing concerns adding pressure across the sector. Traders debated whether the drop was an overreaction and bought the sharp rebound, while bears continued to flag capital costs and the sustainability of AI infrastructure spending.

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 neocloud selloff as traders react to CoreWeaves debt and bond-market stress and concerns about whether AI infrastructure spending can earn adequate returns; hot inflation data is adding pressure to financing-sensitive growth stocks. The community is split between warnings of a deeper AI-sector downturn and dip buyers who argue IRENs financing and contracted business differ from CoreWeaves.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor-sector sellofflinked in traders discussion to sticky inflation and rate concerns, AI-spending scrutiny, and chip-competition fearsis driving attention, with SOXLs 3x leverage amplifying the swings. Traders are split between buying an oversold dip and expecting more downside as the AI and semiconductor pullback continues.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

A sharp, high-volume rebound after a steep selloff has traders focused on CEO Paul Pragers CNBC defense of TeraWulfs AI/HPC business model and Morgan Stanleys renewed bullish view that shares are undervalued. The community is split on whether the move marks a durable reversal or a relief bounce amid lingering concerns about sector financing and execution.

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

Nvidia CEO Jensen Huangs comments that CoreWeaves financial strength is improving and its cost of capital is falling helped fuel a sharp rebound after concerns about heavy debt and distressed bonds. Traders are split between bulls treating the selloff as a buying opportunity and bears warning that financing risks remain and the bounce may be temporary.

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.

Ciphers convertible-note financing and share exchange have fueled concerns about dilution and the timing of the capital raise, amid a sharp selloff across AI data-center and former-miner stocks. Traders are split between viewing the financing as a drag on shareholders and seeing it as funding for expansion, with some buying the drop while others remain wary of further losses.

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

Super Micros appointment of former Western Digital CFO Mark Long is the main company-specific catalyst, with supporters viewing the hire as a step toward rebuilding financial credibility after governance and accounting concerns. Its positive reception is tempered by a broader AI and data-center selloff and worries about demand, margins, cash flow, and upcoming earnings, leaving traders divided over whether the leadership change can restore confidence.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Hot inflation data and concerns about debt-heavy AI infrastructure spending and semiconductor weakness have weighed on QQQ, reviving fears of higher rates and a broader tech pullback. Traders are divided after a sharp rebound, with bulls calling it a dip-buying or short-covering rally and bears viewing it as a temporary bounce.

Regencell Bioscience Holdings Ltd. is a early-stage bioscience company that focuses on research, development and commercialization of Traditional Chinese Medicine for the treatment of neurocognitive disorders and degeneration, specifically Attention Deficit Hyperactivity Disorder and Autism Spectrum Disorder. The company was founded by Yat-Gai Au on October 30, 2014 and is headquartered in Hong Kong.

Regencell Bioscience Holdings Ltd

A sharp momentum move has revived speculation that RGC could repeat its past meme-stock spikes, with traders pointing to concentrated insider ownership, limited share availability and potential short-squeeze pressure. Others caution that the rally lacks a clear news catalyst and may be a pump-and-dump in a highly volatile, speculative stock.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

CleanSparks Meta-backed, 20-year data-center lease and secured financing are driving discussion as the company expands beyond Bitcoin mining into AI infrastructure. Traders are split: bulls see long-term contracted revenue and short-squeeze potential, while skeptics question why the shares have lagged and point to debt costs, execution risks, and the wait for revenue.

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$ACB $CURLF $BTI $MSOS  
I know no one on Stocktards read this 19 page Pablo &amp; Associates document for Estimates if BAT gets involved in Offer for Aurora, so here it is price wise, As of 10/13/26.  
Curaleaf Offer would go to ($6.24 US / $8.90 Candian) 
BAT can then increase bid to ($6.43 US) if  that happens let the bidding war begin.

$CURLF $ACB $OGI $VFF $CRON  
 
https://x.com/CamBattley/status/2109769912973484247

Good new analysis from Pablo Zuanic @420Odysseus, running through a number of scenarios re $ACB, $CURA, $OGI situation, if OGI is indeed interested. Some scenarios suggest likely higher bids for ACB. $BTI is clearly the wild card here. Good read.https://t.co/29g8NbptI3 https://t.co/EgyZToDwps

Cam Battley on X (formerly Twitter): "Good new analysis from Pablo Zuanic @420Odysseus, running through a number of scenarios re $ACB, $CURA, $OGI situation, if OGI is indeed interested. Some scenarios suggest likely higher bids for ACB. $BTI is clearl...

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Curaleaf Holdings Inc

Aurora Cannabis Inc

OrganiGram Holdings Inc.

Village Farms International Inc

Cronos Group Inc

Steve G

British American Tobacco plc

AdvisorShares Pure US Cannabis ETF

  
I know no one on Stocktards read this 19 page Pablo & Associates document for Estimates if BAT gets involved in Offer for Aurora, so here it is price wise, As of 10/13/26.  
Curaleaf Offer would go to ($6.24 US / $8.90 Candian) 
BAT can then increase bid to ($6.43 US) if  that happens let the bidding war begin.

BriAn Cook

@MoneyMakesMoney222 ogi on verge of RS. Not sure they can afford it..

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 ogi on verge of RS. Not sure they can afford it..

I Dont Short Stocks

@Finer1m2 you truly are not paying attention bro. OGI might have to reverse split, but yes, they can still do the deal because they are back by British American Tobacco.Which is ticker BTI. There is plenty of information about that on this board.

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 you truly are not paying attention bro. OGI might have to reverse split, but yes, they can still do the deal because they are back by British American Tobacco.Which is ticker BTI. There is plenty of information about that on this board.