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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 cover BCG-unresponsive papillary-only bladder cancer, widening the treatments eligible patient population; the decision came months ahead of its target date. Traders are broadly optimistic about the commercial and pipeline implications, but some are frustrated by the muted share-price response, while others point to expectations already priced in, valuation and dilution risks, and the time needed for adoption.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

A steep selloff, alongside broader weakness in small-cap and drone stocks, has fueled debate over dilution, cash burn, and heavy short positioning. Bulls point to the Palantir-backed Regna AI venture and defense business expansion, while skeptics question whether growth and orders will translate into profitable returns for shareholders.

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 concerns about falling bond prices, high debt and borrowing costs, and whether AI infrastructure demand can support its capital-intensive expansion. Bears warn of refinancing pressure and possible dilution, while bulls argue that AI demand and the companys backlog remain intact and view the decline as an overreaction.

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.

DJTs steep slide toward recent lows dominates discussion, with traders linking bearish sentiment to the Iran conflict, rising inflation and energy costs, and midterm-election risks. Others point to the companys weak fundamentals, while a smaller group sees potential for a short-term bounce.

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 first flight has been pushed into 2027 after manufacturing defects were found in a carbon-composite tank component, intensifying concerns about execution and delayed growth. Traders are split between viewing the setback as evidence of repeated delays and valuation risk, and calling the selloff an overreaction to a prudent safety decision.

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

Direxion Daily Semiconductor Bull 3X Shares

Hot inflation data and a broad semiconductor selloff are weighing on SOXL, with traders also citing concerns about AI valuations and Chinese chip competition; the funds 3x leverage amplifies the moves. The community is split between buying the dip on confidence in chip demand and warning that selling pressure may continue despite strong company results.

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 selling off with other neocloud stocks as Gartners warning about potential impairment in AI infrastructure spending and CoreWeaves rising borrowing costs fuel concerns about the sectors funding and long-term viability; hot inflation data is adding pressure to growth stocks. Traders are split between fears of an AI infrastructure bubble and debt-driven strain, and dip-buyers who argue Nebius is better positioned and AI demand remains strong.

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 heavy selling pressure amid concerns about delayed satellite deployment, the lack of a confirmed launch date for the next BlueBird satellites, and growing competition from SpaceX; traders also point to a broader risk-off market. The community is split between dip-buyers expecting a rebound and skeptics who see launch cadence and execution as unresolved risks.

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 upbeat outlook, supported by resilient AI-chip demand, are the main focus, but the shares are falling with a broader semiconductor selloff. Traders are split between seeing the results as evidence that demand remains strong and arguing that optimism was already priced in amid concerns about AI spending, margins, and a risk-off market.

Robinhood Markets, Inc is a financial services platform, which engages in the provision of retail brokerage and offers trading in U.S. listed stocks and Exchange Traded Funds, related options, and cryptocurrency trading, as well as cash management, which includes debit cards services. The company was founded by Vladimir Tenev and Baiju Prafulkumar Bhatt in 2013 and is headquartered in Menlo Park, CA.

Robinhood Markets Inc - Ordinary Shares - Class A

Robinhood Markets Inc

Robinhoods sharp selloff has traders citing Wells Fargos price-target cut alongside broader risk-off pressure, including inflation and rate concerns and weakness in crypto-linked stocks, with earnings approaching. The community is split between viewing the decline as an overreaction and warning that the stocks technical weakness could persist.

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Nifty 50

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Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

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Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

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$LULU $MU $NBIS $PLTR $SOXX  At close Burry&#39;s $500 put was down 20% He has 8 months to get $MU down to 2.5 PE to break even.  Burry will have to cut his loss soon.

Chris Freeman

El Jefe

Investing

$LULU $MU $NBIS $PLTR $SOXX  since this post, mu -20% nbis -25% 
 
burry warned you

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Lululemon Athletica Inc

Micron Technology Inc

Palantir Technologies Inc

iShares Semiconductor ETF

Rajiv Kanwar

Nebius is selling off alongside other neocloud stocks after Gartner warned that many independent AI-cloud providers may not remain independent, while CoreWeaves debt concerns and hot inflation data have heightened worries about financing costs and AI infrastructure spending. Traders are divided between treating the decline as a buying opportunity, citing Nebiuss growth and funding position, and fearing a broader neocloud valuation reset.

  At close Burry's $500 put was down 20% He has 8 months to get 

 down to 2.5 PE to break even.  Burry will have to cut his loss soon.

Sofa King

@ShadowBanningIsBad @luv2fukberazzho amen, brother. The party is over. Tale a look at pltr play to make money on the drop, cheers ! 🥳

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 amen, brother. The party is over. Tale a look at pltr play to make money on the drop, cheers ! 🥳