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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

Applied Digitals fiscal Q1 results drew attention after revenue surged and adjusted results beat expectations, alongside plans to bring substantially more AI data-center capacity online and pursue higher-priced lease expansions. Bulls see accelerating execution and growing recurring rent, while skeptics focus on debt and interest costs, the large share of revenue from tenant fit-out work, and the muted share-price response.

Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs strong run has traders focused on whether it can break through persistent resistance near a major round-number level. Bulls cite AI growth and analyst optimism, while skeptics point to the stretched valuation, repeated rejections, and options losing value during the consolidation.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

A bipartisan House panels report alleging structural ties between Webull and China, including concerns about customer data and funds, has driven a steep selloff; Webull disputes the findings as inaccurate. Traders are split between worries about customer trust and possible account transfers to rivals such as Robinhood, and views that the report is overstated and the drop is a buying opportunity.

Algorand is a scalable, secure, and decentralized digital currency and smart contract platform. Its protocol uses a variation of Proof-of-Stake (PoS) called Pure PoS (PPoS) to secure the network and reach consensus on block production. Developers can build decentralized applications (dApps) using familiar programming languages, including Python, which Algorand supports natively. Its infrastructure enables various use cases, including payment systems, digital identity solutions, supply-chain tracking, and financial services. The protocol's architecture allows for tokenization of assets and the development of smart contracts, while its technical specifications support both retail users seeking basic transaction capabilities and enterprises requiring more, complex, blockchain solutions.

Algorand

ALGOs sharp rally has prompted breakout and altcoin-season chatter, with bulls pointing to a recovery from recent lows while skeptics warn that gains may fade after a history of weak price performance. Some traders also cite Algorands post-quantum features and AI-agent payment activity as longer-term themes, but the discussion does not establish a single confirmed catalyst for the move.

Wolfspeed, Inc. is an innovator of wide bandgap semiconductors, focused on silicon carbide and gallium nitride (GaN) materials and devices for power and radiofrequency (RF) applications. Its product families include silicon carbide and GaN materials, power devices and RF devices, and its products are targeted for various applications such as electric vehicles, fast charging, 5G, renewable energy and storage, and aerospace and defense. The company was founded by Calvin H. Carter Jr., John W. Palmour, F. Neal Hunter, Eric Hunter, and John Edmond in 1987 and is headquartered in Durham, NC.

Wolfspeed Inc - Ordinary Shares (New)

Wolfspeed Inc

Wolfspeeds conditional long-term financing commitment from the U.S. Department of War is driving attention, with traders viewing support for domestic SiC and GaN production as a potential boost to the companys prospects. Reactions are divided: some anticipate short-covering, while others stress that the deal remains conditional and could involve shareholder dilution through warrants.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment includes To-Home businesses, which include Ele.me, local services and delivery platforms, and Taoxianda, and To-Destination segment businesses, which include Amap, the provider of mobile digital maps, navigation and real-time traffic information, and restaurant and local services guide platforms. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solutions. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibabas continued weakness amid a broader slump in Chinese tech is driving discussion, with traders pointing to limited stimulus, geopolitical and policy risks, and persistent selling despite hopes for a boost from U.S.-China talks and AI developments. Bears call it a value trap, while bulls see the pullback as an oversold buying opportunity based on Alibabas AI and cloud businesses.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Jobys trade-secrets jury verdict and the resulting selloff toward 52-week lows dominate discussion, with bearish traders citing added costs, cash burn and dilution risks. Bulls argue the company will appeal and point to FAA certification progress, leaving debate over whether the legal setback outweighs its longer-term prospects.

DoorDash, Inc. engages in the design, development, and operation of a food delivery and logistics platform. It serves consumers in the United States, Canada, and Australia. The company was founded by Andy Fang, Tony Xu, Stanley Tang, and Evan Moore on January 12, 2013 and is headquartered in San Francisco, CA.

DoorDash Inc - Ordinary Shares - Class A

Discussion centers on Ubers acquisition strategy and the build-versus-buy comparison with DoorDash, with Ubers CFO arguing that DoorDash has also used acquisitions to expand internationally and into new verticals. Traders also mention an unproven class-action complaint over DashPass fees, alongside mixed trading sentiment.

Subsquid Network is an innovative decentralized data lake and query engine designed to offer developers performant and permissionless access to data, aiming to build a neutral and open internet rooted in Web3 principles. Secured by ZK proofs, the Subsquid network boasts a modular architecture that enables exceptional scalability and developer convenience optimized for blockchain indexing, dApp development, and analytics.  Subsquid is a response to unscalable and rigid monolithic indexing frameworks that had previously gained popularity and market traction among Web3 developers. Today, these frameworks are struggling to adapt in a rapidly evolving blockchain environment. Additionally, the network serves as a highly efficient and decentralized alternative to centralized infrastructure firms, including large RPC and API providers.

Discussion centers on SQDs blockchain data-indexing infrastructure and its reported enterprise integrations, including Google Cloud and Robinhood, which bullish traders see as validation amid expectations of growing on-chain data demand. Others question whether network adoption will translate into value for the token and point to unlock-related supply pressure and price weakness; claims of additional partnerships remain speculative.

Robinhood GLD is a tokenized representation of SPDR Gold Shares (GLD) common stock, issued on Robinhood Chain, Robinhood's own blockchain built to bring tokenized real-world assets on-chain. Each token is designed to track the price of the underlying GLD share, giving holders on-chain price exposure to SPDR Gold Shares's stock. The token is freely transferable and composable across the Robinhood Chain ecosystem. It's part of Robinhood's broader initiative to expand access to tokenized U.S. equities via blockchain technology, alongside a wider lineup of tokenized stock tokens launching on the same network.

GoldCoin

Gold is drawing attention amid a sharp pullback as rising Treasury yields, a stronger U.S. dollar, and expectations of further Fed rate hikes weigh on precious metals. Traders are split between calling a possible support-level bottom and expecting further weakness, with some viewing the decline as a buying opportunity.

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&#39;Big Short&#39; Michael Burry Says OpenAI, Anthropic Want To Join Big Tech&#39;s Oligopoly — But Much Of AI Spending May Become &#39;Sunk Cost&#39;

$QQQ $OPEAZZX.P $ANTHZZX.P $AMZN $GOOGL

https://stocktwits.com/news/equity/markets/big-short-michael-burry-says-open-ai-anthropic-want-to-join-big-tech-s-oligopoly-but-much-of-ai-spending-may-become-sunk-cost/cZDU3UsRBZF

wildcatbanker

AI infrastructure spending faces renewed scrutiny from Burry.

Stocktwits

'Big Short' Michael Burry Says OpenAI, Anthropic Want To Join Big Tech's Oligopoly - But Much Of AI Spending May Become 'Sunk Cost'

StocktwitsNews

Rising Treasury yields and Fed minutes pointing to another possible rate hike are driving concern about pressure on QQQ, while yields easing after a strong Treasury auction accompanied a recovery. Traders are split between expecting further downside and arguing that persistent dip-buying and sharp reversals show buyers remain resilient.

OpenAI

Anthropic

Amazon.com Inc

Alphabet Inc Class A

'Big Short' Michael Burry Says OpenAI, Anthropic Want To Join Big Tech's Oligopoly — But Much Of AI Spending May Become 'Sunk Cost'



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