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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 facing significant volatility as investors react to reports of Meta potentially commercializing its excess AI compute capacity. While bears worry about increased competition and potential oversupply, bulls maintain that AI infrastructure demand remains structurally constrained and that existing long-term contracts secure the company's growth trajectory.

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 and negative sentiment due to concerns over management's capital allocation and a lack of major contract announcements, despite recent positive technical validation from Nvidia. The stock is also being dragged down by broader sector de-risking as investors weigh reports that hyperscalers may look to monetize their own excess compute capacity.

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 Technology is facing significant selling pressure amid a broader semiconductor rotation and investor concerns regarding potential AI infrastructure overcapacity. The community remains deeply divided, with many traders viewing the volatility as a generational buying opportunity to accumulate shares at a discount while others panic over the breaking of key technical support levels.

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 rallying as reports of a potential cloud division to monetize excess AI compute spark investor optimism, re-framing the company's aggressive capital expenditures as a strategic pathway to revenue rather than a pure cost burden. While some community members worry about overcapacity and competitive pressure on smaller neocloud providers, many active traders are focused on the stock's bullish momentum and the potential for a long-term re-rating as a hybrid AI-infrastructure powerhouse.

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 volatility following reports that Meta is planning to commercialize its own excess AI compute capacity, which investors fear could increase market supply and squeeze margins for specialized cloud providers. While the community is debating whether this signals a fundamental shift in hyperscaler demand or is merely a strategic monetization of assets, many investors are focused on CoreWeave's ironclad, long-term contracts as a potential buffer against this competitive threat.

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 due to a combination of high short interest and a small public float, fueling intense retail speculation about its potential as a short-squeeze candidate. Community members are actively debating the viability of this squeeze thesis while comparing it to other restaurant-sector plays and emphasizing the importance of risk management when navigating high-volatility setups.

Coupang, Inc. engages in the provision of retail, restaurant delivery, video streaming, and fintech services to customers around the world under brands that include Coupang, Coupang Eats, Coupang Play, and Farfetch. It operates through the Product Commerce and Developing Offerings segments. The Product Commerce segment consists of the company's core retail and marketplace offerings and Rocket Fresh, its fresh grocery category offering. It also includes advertising products associated with these offerings. The Developing Offerings segment covers the company's more nascent offerings and services including: Coupang Eats, a restaurant ordering and delivery service in Korea, Coupang Play, an online content streaming service in Korea, fintech services, retail operations in Taiwan, as well as advertising products associated with these offerings. It also includes Farfetch, a global luxury fashion marketplace. The company was founded by Bom Kim in 2010 and is headquartered in Seattle, WA.

Coupang Inc - Ordinary Shares - Class A

Coupang Inc 

Coupang is facing significant volatility and intense regulatory scrutiny following reports of a major data breach, leading to ongoing investigations by South Korean authorities and reports of government-level probes. While bullish investors point to long-term growth potential and institutional accumulation as signs of a structural turnaround, the community remains divided as bearish traders highlight risks related to regulatory fines and public sentiment in South Korea.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce shares are attracting heavy community attention following a recent upgrade by Guggenheim, which reclassified the stock as a 'Buy' and argued that recent price weakness due to AI disruption fears is fundamentally disconnected from the company's resilient cash flow and recurring revenue. Investors are actively debating whether this signals a major sector rotation away from high-valuation chip stocks back into 'SaaS' names, with many highlighting Salesforce's massive buyback program and integration of agentic AI as key catalysts for a potential re-rating.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is currently seeing strong momentum as investors rotate into semiconductor and AI infrastructure plays, fueled by bullish price target adjustments and broader institutional interest in high-performance computing. Community discussion remains highly active around the stock's potential for further growth, with many participants debating the company's valuation, technical setups, and its positioning relative to hyperscaler demand.

ProShares Trust - ProShares UltraPro Short QQQ -3x Shares

ProShares UltraPro Short QQQ

The ProShares UltraPro Short QQQ (SQQQ) is trending as traders heavily debate whether to hedge against a potential AI-driven market correction or continue riding the momentum in technology stocks. While some investors are accumulating inverse positions in anticipation of a pullback, others argue that market resilience and the upcoming influx of IPO liquidity will keep the broader market trending higher.

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$NIO Apparently, overpromising makes the stock price drop. Fascinating, because even when NIO over-delivers, the stock still drops. Seems like 63% YoY growth, fueled by best-selling models in the $58,000–$73,000 range, just isn’t impressive enough to justify a share price increase.

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NIO Inc

 Apparently, overpromising makes the stock price drop. Fascinating, because even when NIO over-delivers, the stock still drops. Seems like 63% YoY growth, fueled by best-selling models in the $58,000–$73,000 range, just isn’t impressive enough to justify a share price increase.