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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. 

Elon Musks warning that neoclouds face tighter financing and widespread consolidation has fueled concern about Nebius and a broader selloff in AI infrastructure stocks. Traders are divided: bears focus on capital needs and execution risks, while bulls argue Nebius is better positioned, citing its recent Citi financing and customer 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 earnings have fueled debate: strong revenue growth and commerce activity were offset by lower profitability and margin compression tied to investment in shipping, logistics, and credit. Some traders view the post-earnings pullback as a buying opportunity, while others worry that margins may remain under pressure.

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 presidential-election win is driving concern about political uncertainty and the loss of a potentially more market-friendly Bolsonaro outcome, with traders debating whether Petrobras could face pressure on dividends and valuation. Others view the selloff as a buying opportunity, citing the companys low-cost oil production and continued strength in oil markets.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidias selloff is fueling debate over whether massive AI infrastructure spending can be financed and earn adequate returns, particularly as neocloud providers face credit concerns and possible consolidation. Traders are split between fears that funding risks and circular financing could weaken the AI trade and the view that strong demand for Nvidia GPUs and ongoing data-center investment remain intact.

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 tighter credit could trigger failures and consolidation among AI neoclouds has become the dominant focus, with traders linking it to a broader selloff in data-center stocks. Debate centers on whether Applied Digitals contracted infrastructure and reported insider buying set it apart, or whether its debt and financing needs leave it exposed to the sectors credit concerns.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Uneven Nielsen sales data and concerns about slowing growth in the core Celsius brand dominate discussion, with traders debating whether Alani Nus growth and potential recovery can offset the weakness. Frustration over management and the stocks performance contrasts with bullish views citing insider buying and speculation about a Pepsi acquisition, which remains unconfirmed.

Select Sector SPDR Trust (The) - State Street Energy Select Sector SPDR ETF

Energy Select Sector SPDR Fund

XLE is drawing attention for its breakout to record highs as elevated crude prices and Middle East shipping and supply risks support energy stocks. Traders are broadly bullish on the sectors momentum, while others warn the rally may be extended and remains vulnerable to shifting conflict and diplomacy headlines.

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 under pressure as traders react to Elon Musks warning that many neocloud providers could fail or consolidate, alongside concerns about the sectors debt-heavy financing and rising borrowing costs. Bears fear funding stress and dilution, while bulls argue AI-compute demand and Nvidias backing may help CoreWeave weather the shakeout; some also view Musks comments as self-interested because SpaceX is entering the compute market.

Blacksky Technology, Inc. is a space-based intelligence company, which engages in the business of delivering real-time imagery, analytics, and high-frequency monitoring of most critical and strategic locations, economic assets, and events. The firm is also involved in providing geospatial intelligence, imagery and related data analytic products and services, and mission systems that include the development, integration, and operation of satellite and ground systems to government and commercial customers. The company was founded in 2014 and is headquartered in Herndon, VA.

BlackSky Technology Inc - Ordinary Shares - Class A

BlackSkys expanded seven-figure Gen-3 Assured contract with an international defense partner is drawing attention, with traders highlighting the growing subscription business and speculating about future satellite-launch demand. Some are bullish on the contract news, while others question why the stocks response has been limited amid broader weakness in space stocks.

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

SoFi is drawing attention ahead of its quarterly report, with traders focused on whether growth and forward guidance can reverse the stocks prolonged decline. Bulls expect another strong showing, while skeptics question whether a beat will matter given the history of post-earnings selloffs, cautious guidance and concerns about the technology platform and macro pressures.

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$NVDA Musk secured the $40 billion in financing needed to buy NVIDIA chips. So what’s the big deal, let’s go to $300 already. WTF.

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 Musk secured the $40 billion in financing needed to buy NVIDIA chips. So what’s the big deal, let’s go to $300 already. WTF.

I have seen a round number pull a crowd in before. Everyone cheers the poke, then the sellers show up right at the line and the whole move fades by lunch.

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I have seen a round number pull a crowd in before. Everyone cheers the poke, then the sellers show up right at the line and the whole move fades by lunch.

Look, 300 only starts to mean something on a close above it, held into the next session, not a quick visit. A poke that fails tells you the sellers are still defending that ground.

That is the part most people skip. Where would you be wrong, and what is the plan if it runs? The whole plan for that one, zone, invalidation and both objectives, is worked out on the daily list at 