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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

Elon Musks warning that many neocloud companies could fail or consolidate has intensified concerns about CoreWeaves debt-heavy expansion and access to financing. Traders are divided between fears of refinancing pressure, dilution, or insolvency and bullish arguments that AI demand, customer commitments, and Nvidia ties offer support.

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. 

Elon Musks warning about tighter financing and potential failures among neocloud companies has driven concern around Nebius and its AI-infrastructure peers. Traders are split: some fear debt and execution risks, while others argue Nebius is better positioned because of its recent financing and customer commitments.

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 broader neocloud selloff as traders react to Elon Musks warning of industry failures and consolidation amid tighter, debt-sensitive financing for AI data centers. Bears see capital and execution risks, while bulls argue Musks comments overgeneralize and point to IRENs contracts, infrastructure, and ongoing AI-compute demand.

MercadoLibre, Inc. engages in the development of an online commerce platform with a focus on e-commerce and related services. It operates through the following geographical segments: Brazil, Argentina, Mexico, and Other Countries. The Other Countries segment refers to Chile, Colombia, Costa Rica, Dominican Republic, Ecuador, Panama, Peru, Bolivia, Honduras, Nicaragua, El Salvador, Guatemala, Paraguay, Uruguay, and the United States of America. Its products provide a mechanism for buying, selling, and paying as well as collecting, generating leads, and comparing lists through e-commerce transactions. The company was founded by Marcos Eduardo Galperin on October 15, 1999 and is headquartered in Montevideo, Uruguay.

MercadoLibre Inc

MercadoLibres latest quarterly results are driving attention: strong revenue growth and beats were followed by a share-price selloff as investors focused on lower profits and margin compression from heavy investment in logistics and credit. Traders are split between viewing the spending as a temporary growth investment and worrying that profitability is lagging the expansion.

Petróleo Brasileiro SA engages in oil and gas exploration, production, and distribution activities. It operates through the following segments: Exploration and Production; Refining, Transportation, and Marketing; and Gas and Low Carbon Energies. The Exploration and Production segment covers the activities of exploration, development, and production of crude oil, natural gas liquid, and natural gas, for the primary purpose of supplying its domestic refineries. The Refining, Transportation, and Marketing segment refers to refining, logistics, transport, and trading of crude oil and oil products activities as well as exports of ethanol. The Gas and Low Carbon Energies represents the activities of logistic and trading of natural gas and electricity, transportation and trading of liquefied natural gas, generation and electricity by means of thermoelectric power plants, as well as holding interests in transporters and distributors of natural gas. The company was founded on October 3, 1953 and is headquartered in Rio de Janeiro, Brazil.

Petroleo Brasileiro S.A. Petrobras - ADR

Petroleo Brasileiro

Lulas election victory, contrary to expectations for a Bolsonaro win, is driving debate over Brazils political outlook and Petrobras exposure to government influence, including possible dividend concerns. Some traders fear a repricing of Brazilian assets, while others see the selloff as a buying opportunity given Petrobras oil business and cash generation.

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

Elon Musks warning that many neocloud companies could struggle as financing tightens has fueled a selloff across AI data-center stocks, with traders debating whether Applied Digitals debt exposure makes it vulnerable. Bullish voices counter that its contracted projects, ongoing buildout and insider purchases distinguish it from weaker operators, while others remain concerned about debt, funding costs and broader sector weakness.

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.

A sharp selloff across AI data-center stocks, alongside concerns about tighter financing and dilution from Ciphers convertible-note offering, is driving the discussion. Bears worry about continued selling and execution, while bulls argue Ciphers power-and-data-center leasing model differs from GPU-heavy neoclouds and see the decline as overdone.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Nu Holdings strong quarterly results, including record profitability and continued revenue growth, are driving attention and a rally in the shares. Many traders see the results as evidence of durable growth, while others remain cautious about credit quality and the stocks volatile price action.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

Brazils presidential runoff result, with Lula defeating market-favored Flvio Bolsonaro, has driven a sharp repricing in EWZ as traders unwind bets on a more market-friendly outcome. The community is divided between viewing the selloff as a justified response to political and economic uncertainty and calling it an overreaction or a buying opportunity.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

The iPhone Duo launch is the main focus, with reports of strong initial demand and limited supply countered by concerns over early screen-cracking complaints and whether they signal a broader product problem. Traders are also debating Apples record-level resilience as a defensive stock amid weakness in other tech shares, with earnings seen as a key test of demand and margins.

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$PLTR $2.5 -$3 dip is not unimaginable before market close on Monday. Hearing a lot of chatter about monday sell off before close and much more sell off after the earnings!.  
I am buyer only following monday. No buying this upcoming week

Enrico

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Palantir Technologies Inc

 $2.5 -$3 dip is not unimaginable before market close on Monday. Hearing a lot of chatter about monday sell off before close and much more sell off after the earnings!.  
I am buyer only following monday. No buying this upcoming week

@Moneyidea8 only after P/E comes down to 20.

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DinDin

@Moneyidea8 not selling. My average is like 24 so if it drops I’ll add more!

 not selling. My average is like 24 so if it drops I’ll add more!