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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

CoreWeaves sharp selloff is centered on a credit scare: traders are focused on distressed bond pricing, high debt and the cost of financing expansion, alongside warnings that AI infrastructure spending may not earn adequate returns. Bears fear funding strain and possible insolvency, while bulls argue that strong AI demand and the companys large backlog support the business and view the decline as a buying opportunity.

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. 

Gartners warning that most independent neocloud providers could cease operating independently by 2030, alongside hot inflation and rising financing concerns highlighted by CoreWeaves debt stress, fueled NBISs selloff. Traders debate whether this signals deeper trouble for AI infrastructure spending or an overreaction, with some fearing funding risks and others buying the dip on continued AI demand and Nebiuss perceived strength relative to CoreWeave.

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 Neutron debut was pushed into 2027 after manufacturing defects were found in a carbon-composite tank component, prompting a sharp selloff and concerns about repeated schedule slips, delayed growth, and valuation. Traders are divided between viewing the delay as a prudent safety decision and seeing it as a setback to execution, while some long-term holders call the reaction excessive.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is caught in a broader Korean and semiconductor selloff, with traders focused on concerns that Chinese rival CXMTs memory advances could increase competition and on doubts about the durability of AI spending. The community is divided: many call the China threat overstated and view the drop as a buying opportunity, while others warn of a prolonged memory-sector downturn.

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 memory-chip and semiconductor selloff, with traders citing fears of rising Chinese competition from CXMT and weakness in South Koreas chip-heavy market, alongside broader tech pressure and rate concerns. The community is split between viewing the decline as an overreaction given AI-memory demand and fundamentals, and worrying that competition, cyclical risk, or an AI-trade unwind could weigh further on the sector.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSMCs record quarterly results and strong AI-demand outlook are being weighed against a broader semiconductor selloff, as traders question whether the growth is already priced in and whether AI infrastructure spending will deliver adequate returns. The debate pits confidence in robust chip demand against frustration that strong fundamentals have not prevented the shares from falling with the sector.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

The FDA expanded Anktivas approval with BCG to include BCG-unresponsive papillary-only non-muscle-invasive bladder cancer, broadening the drugs eligible patient population. Traders largely view the decision as a meaningful commercial and regulatory positive, but debate whether the larger market opportunity is already priced in, with some disappointed by the modest share-price response and others citing valuation and dilution risks.

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

IRENs selloff is being linked to fears about the economics and financing of AI-focused neoclouds, amplified by a Gartner warning that many providers may not survive independently and hotter inflation that could keep borrowing costs elevated. Traders are split between viewing the decline as a sector-wide reassessment with further downside risk and treating it as an oversold buying opportunity.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

ASTS is under pressure as traders focus on uncertainty around satellite launch timing and deployment pace, including the lack of a confirmed launch date for BlueBirds 1416, alongside concerns about SpaceX competition and a broader selloff in space stocks. Bears see execution delays and managements limited updates as serious risks, while bulls argue the drop is excessive and continue to buy or hold for the companys longer-term opportunity.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

APP is drawing attention after a steep month-long slide to fresh 52-week lows, with traders citing repeated analyst price-target cuts, broader tech and AI weakness, and uncertainty ahead of earnings. Longs argue the selloff overlooks the companys growth and cash flow, while skeptics worry results or guidance may disappoint; claims of deliberate shorting or manipulation remain speculation.

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$MU $SNDK  
  
Semis will fall short term no matter what right now it seems.   
  
BUT!   
  
Barclays downgrade of $DELL  and $HPQ  is actually GOOD NEWS FOR MEMORY MANUFACTURERS!   
--&gt; “We believe the strong enterprise revenues are more of a function of memory costs than a move to enterprise AI at this time,”  
Why is this good news? Because it proves and credits Memory for being the BOTTLENECK of AI   
  
WHAT IS MICHAEL DELL SAYING?  
- &quot;I don&#39;t think there&#39;s enough supply for it to be a bubble,&quot;  
- &quot;So I do think it will get worse next year in terms of demand and supply,&quot; he said. &quot;Maybe it&#39;s a four-year problem because there&#39;s just not enough supply.&quot;

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Sandisk Corp

Dell Technologies Inc

HP Inc

  
  
Semis will fall short term no matter what right now it seems.   
  
BUT!   
  
Barclays downgrade of 

  is actually GOOD NEWS FOR MEMORY MANUFACTURERS!   
--> “We believe the strong enterprise revenues are more of a function of memory costs than a move to enterprise AI at this time,”  
Why is this good news? Because it proves and credits Memory for being the BOTTLENECK of AI   
  
WHAT IS MICHAEL DELL SAYING?  
- "I don't think there's enough supply for it to be a bubble,"  
- "So I do think it will get worse next year in terms of demand and supply," he said. "Maybe it's a four-year problem because there's just not enough supply."