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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 steep selloff is being tied to rising bond yields and concern that its debt-heavy data-center expansion could become harder to finance, with traders also debating whether AI infrastructure spending will hold up. Bearish voices warn of default risk and dilution, while dip buyers point to contracted demand and argue the decline is overdone.

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 to include high-grade papillary-only BCG-unresponsive bladder cancer, broadening its eligible patient population. Traders largely welcomed the decision as a commercial opportunity, though many were frustrated by the muted share-price reaction and some attributed it to short-selling pressure.

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 in APLD and the broader AI data-center and neocloud sector is dominating discussion, even as traders point to strong earnings, contracted leases and buildout progress. Bulls see an oversold buying opportunity, while bears cite sector-wide risk-off sentiment, financing and dilution concerns, and spillover from peers such as CoreWeave.

SoFi Technologies, Inc. is a financial service platform, which engages in the provision of student loan refinancing options to the private student loan market. It operates through the following segments: Lending, Technology Platform, and Financial Services. The Lending segment offers personal loans, student loans, home loan products, and related servicing activities. The Technology Platform segment focuses on technology products and solutions revenue. The Financial Services segment includes the SoFi Money product, SoFi Invest product, SoFi Credit Card product, SoFi Relay personal finance management product, and other financial services. The company was founded in April 2011 and is headquartered in San Francisco, CA.

SoFi Technologies Inc

SOFIs steep selloff and fresh lows are driving discussion, with traders pointing to hot inflation, rising Treasury yields and renewed rate-hike concerns weighing on rate-sensitive fintech and bank stocks. Sentiment is sharply divided between investors calling the drop a buying opportunity and bears expecting further declines, while many shareholders blame prior dilution and criticize CEO Anthony Noto.

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 drawing attention as shares slide, with traders largely bearish and linking the pressure to negative sentiment around Trumps political headlines, particularly the Iran conflict, rising energy costs and hot inflation data. A smaller group sees the decline as a buying opportunity and points to the TAE merger, but no fresh company-specific catalyst dominates the discussion.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A hotter-than-expected September CPI reading has fueled a selloff in the tech-heavy Nasdaq, with traders pointing to higher inflation, energy prices and yieldsand renewed Fed rate-hike concerns. The conversation is broadly bearish, focused on shorting rallies and weakness in AI and semiconductor stocks, though some traders see the decline as an overreaction and expect a bounce.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor selloff is driving attention, with traders citing concerns about Chinese chip competition, AI valuations and demand, and weakness in memory stocks. Some see the drop as an overreaction and are buying for a rebound, while others warn the AI trade may be topping and expect more downside.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Barclays downgrade of Dell and other enterprise-hardware stocks is driving the selloff, with concerns about elevated valuations and a lack of clear AI-driven growth acceleration. Traders are split between viewing the drop as an overreaction and buying opportunity, and arguing that AI demand and recent gains are already priced in.

Paramount Skydance Corp. is a next-generation global media and entertainment company that engages in providing content creation and distribution services. It operates through the following business segments: Studios, Direct-to-Consumer, and TV Media. Its portfolio unites brands including Paramount Pictures, Paramount Television, CBS, CBS News, Nickelodeon, MTV, BET, Comedy Central, Showtime, Paramount Plus, Pluto TV, and Skydance’s Animation, Film, Television, Interactive/Games, and Sports divisions. The company is headquartered in New York, NY.

Skydance Corp. - Ordinary Shares - Class B

Skydances sharp selloff centers on the stock trading ex-warrant after eligible Class B shareholders received warrants that now trade separately. Traders debate how much of the decline is a mechanical adjustment versus selling pressure, dilution concerns, and the companys heavy debt following the Warner Bros. Discovery deal; confusion over warrant allocations and broker displays has added volatility.

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 selloff across AI infrastructure and neocloud stocks, as hot inflation data and rising-rate concerns amplify worries about debt-heavy data-center expansion and higher financing costs, particularly after attention focused on CoreWeaves borrowing costs. Traders are divided between calling the drop an overreaction and buying the dip, and warning that AI valuations, funding needs, and the sectors business model face further pressure.

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$CSCO upped guidance. That’s all that matters these days. The market is forward moving AF. Q1 looks solid. 

Buy the dip.

Rick

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Cisco Systems, Inc.

 upped guidance. That’s all that matters these days. The market is forward moving AF. Q1 looks solid. 

Buy the dip.