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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 sharp selloff is centered on concern that rising borrowing costs and its heavy financing needs could strain its debt-funded data-center expansion, with dilution and insider selling adding to bearish sentiment. Traders are divided between warnings of solvency and cash-flow risk and dip-buyers who argue its customer backlog and continued AI demand support the business.

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 under pressure amid discussion of Trumps handling of the Iran conflict and Russia diesel arrangements, alongside rising fuel costs and hotter inflation. Many traders connect the headlines to political and midterm risk, while a smaller pro-Trump contingent remains supportive.

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 AI data-center and neocloud stocks as traders debate financing and debt risks, high valuations, and macro pressure on the capital-intensive AI buildout; concerns about CoreWeaves borrowing costs have added to sector anxiety. Bulls view the decline as an overreaction and cite continued AI demand, while bears warn that funding needs and valuations could weigh further.

Verastem, Inc. is a biopharmaceutical company, which engages in the development and commercialization of drugs for the treatment of cancer. The company was founded by Richard H. Aldrich, Michelle Dipp, Piyush Gupta, Satish Jindal, Eric S. Lander, Robert F. Weinberg, and Christoph H. Westphal on August 4, 2010 and is headquartered in Needham, MA.

Verastem Inc

Verastems early VS-7375 results showing activity across KRAS G12D cancers are driving attention, with traders especially encouraged by the pancreatic-cancer data and potential to advance the drug into later-stage trials. Optimism is tempered by debate over dilution from the share offering, while some also discuss the planned CEO transition and volatile trading.

iShares Silver Trust - Fractional undivided beneficial interests

iShares Silver Trust

SLV is drawing attention after a sharp silver selloff, with traders pointing to rising Treasury yields, a stronger dollar, and pressure in silver futures as headwinds. The discussion is split between bearish calls for further declines and dip-buying bulls, while some community members speculate that heavy shorting or market manipulation is worsening the drop.

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 warrant distribution and ex-warrant trading are driving the sharp share-price move, with investors debating how much reflects the separation of warrant value versus genuine selling pressure. Some traders view the drop as a technical adjustment and focus on the combined value of shares and warrants, while others remain concerned about dilution and the companys heavy debt burden.

Bank of America Corp. is a bank and financial holding company, which engages in the provision of banking and nonbank financial services. It operates through the following segments: Consumer Banking, Global Wealth and Investment Management (GWIM), Global Banking, Global Markets, and All Other. The Consumer Banking segment offers credit, banking, and investment products and services to consumers and small businesses. The GWIM segment focuses on solutions to meet clients’ needs through a full set of investment management, brokerage, banking, and retirement products. The Global Banking segment deals with lending-related products and services, integrated working capital management and treasury solutions to clients, and underwriting and advisory services. The Global Markets segment includes sales and trading services, as well as research, to institutional clients across fixed-income, credit, currency, commodity, and equity businesses. The All Other segment consists of asset and liability management activities, equity investments, non-core mortgage loans and servicing activities, the net impact of periodic revisions to the mortgage servicing rights valuation model for both core and non-core MSRs, other liquidating businesses, residual expense allocations and other. The company was founded by Amadeo Peter Giannini in 1904 and is headquartered in Charlotte, NC.

Bank Of America Corp.

Bank of America Corp

Bank of Americas quarterly results missed expectations as the bank recorded a billion-dollar penalty tied to anti-money-laundering and sanctions-compliance failures, fueling the sharp selloff. Traders debate whether the penalty is a one-off hit, with some pointing to resilient lending income while others remain concerned about the earnings miss and compliance risks.

Liquidia Corp. operates as a holding company which engages through its subsidiary in developing and commercializing biopharmaceutical products and novel products development used in PRINT technology to transform the lives of patients. The company was founded in June 2004 and is headquartered in Morrisville, NC.

Liquidia Corp

Liquidias settlement with United Therapeutics resolved its lawsuits and preserves uninterrupted YUTREPIA sales for PAH, driving a sharp rally and speculation about short covering. Traders are divided over whether removing the PH-ILD indication and the settlement costs will constrain future growth or whether continued PAH sales and reduced legal uncertainty outweigh those drawbacks.

Energy Fuels, Inc. is a mining development company, which engages in the exploration and evaluation of uranium and vanadium properties. It operates through the following segments: Uranium, Rare Earth Elements (REE), and Heavy Mineral Sands (HMS). The uranium segment engages in conventional and ISR uranium extraction, recovery and sales of uranium from mineral properties and the recycling of uranium-bearing materials generated by third parties along with the exploration, permitting and evaluation of uranium properties in the U.S. The REE segment is engaged in the company’s initiatives to progress towards full REE separation capabilities at the Mill to produce both light and heavy separated REE oxides in the coming years. The HMS segment engages in the exploration, development and recovery of HMS at the Kwale Project, Bahia Project, Vara Mada Project and the company’s equity method investments in the Donald Project JV and Tate. The company was founded by George E. L. Glasier and John David Mason on June 24, 1987 and is headquartered in Lakewood, CO.

Energy Fuels Inc

A sharp, persistent selloff dominates discussion, with traders citing dilution concerns around an at-the-market share-sale authorization and funding needs for the VAC acquisition. Bearish holders question the companys cash needs and execution, while some investors see an oversold setup and remain bullish on its uranium and rare-earths strategy.

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

A Piper Sandler downgrade, citing uncertainty around satellite launch timing and growing SpaceX competition, is driving attention alongside repeated concerns about the lack of a firm launch date and management updates. Traders are sharply divided: bears see execution and competitive risks, while bulls view the selloff as an opportunity and argue the long-term direct-to-device thesis remains intact.

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Many analysts say $PLTR is overvalued, but the $500B Stargate AI plan could be a game-changer. What’s your take?

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Palantir Technologies Inc

 is overvalued, but the $500B Stargate AI plan could be a game-changer. What’s your take?

Stocktwits Polls

@StocktwitsPolls so who paid y’all off to be bearish against this stock?

Your Highness

Ryan

Stocks4Life

B Vook

Han Yolo

Square, Inc.

JeremyS_2

D Winner

Derek Webber

Sean

Tracer TL

Ranger Bob

V2 Squared

Titus Elliott

 so who paid y’all off to be bearish against this stock?

@StocktwitsPolls the analysts have been wrong about Palantir for the past year and a half to two years. Foundational software of tomorrow delivered today. ONE AIP ontology to RULE them ALL.

 the analysts have been wrong about Palantir for the past year and a half to two years. Foundational software of tomorrow delivered today. ONE AIP ontology to RULE them ALL.

Paul Hauser

@StocktwitsPolls 
Want go buy more but feel it’s a dead cat bounce today any thoughts?

 
Want go buy more but feel it’s a dead cat bounce today any thoughts?

@StocktwitsPolls Why aren&#39;t you putting a poll like this with CRWD? CRWD&#39;s P/E 807 and PLTR is only 340

Edwin

StockTwits Web

 Why aren't you putting a poll like this with CRWD? CRWD's P/E 807 and PLTR is only 340

@StocktwitsPolls I&#39;m Selling Puts and buying shares. I know nothing. :)

 I'm Selling Puts and buying shares. I know nothing. :)

Steve Trader

@StocktwitsPolls the analyst are the ones that are overvalued!

WiseToBeNiceToStoxOrElse

Jayson M

Terri Laulusa

Josh G

 the analyst are the ones that are overvalued!

Roger Baggett

@StocktwitsPolls pltr is a scalable ai software biz with a huge margin.

 pltr is a scalable ai software biz with a huge margin.

dguaial

@StocktwitsPolls it was said to be over valued when I opened position at $14.80 and have been hearing it all the way up.

Ben Dover

 it was said to be over valued when I opened position at $14.80 and have been hearing it all the way up.