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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

Traders largely attribute SOFIs sharp selloff to hot inflation readings, rising Treasury yields and renewed Fed rate-hike concerns, which are weighing on rate-sensitive fintech and lending stocks amid broader market weakness. The community is split between buying the dip based on SoFis growth and fundamentals and fearing further declines, with some also criticizing management and the stocks prolonged underperformance.

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

A sharp selloff in CoreWeave and other neocloud stocks is being driven by fears over the sectors debt-heavy AI infrastructure buildout, with traders focused on rising bond yields and warnings that the business could be vulnerable if AI spending slows. Some see the decline as an overreaction given demand and contracted work, while others argue financing costs and leverage threaten the model.

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 with BCG to cover high-grade papillary-only, BCG-unresponsive bladder cancer, ahead of the scheduled decision, broadening the treatments potential patient population. Traders largely welcomed the regulatory milestone and discussed its sales potential, while some were frustrated that the share-price response seemed muted; claims of short-selling pressure remain speculation.

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

Ondas launch of Regna AI, a defense-focused venture built with Palantir, is driving discussion about combining secure AI with Ondas autonomous systems. Traders are split: some see strategic potential, while others question whether the partnership can translate into shareholder value amid a steep share decline, dilution concerns, and persistent selling pressure.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Digitals convertible-note financing and related note exchange have intensified concerns about dilution and debt, contributing to a sharp selloff. Traders are split between viewing the zero-coupon funding as a way to support AI and data-center expansion and criticizing the timing and shareholder impact, amid broader pressure on crypto-mining and AI-infrastructure stocks.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A hotter-than-expected inflation reading is being blamed for QQQs sharp selloff, with traders citing renewed rate-hike concerns alongside pressure on AI and semiconductor stocks. The conversation is split between bears expecting more downside and dip-buyers looking for a technical rebound.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is under pressure amid concerns that its debt-funded AI data-center expansion and heavy capital spending may strain cash flow, particularly if OpenAI demand or payments disappoint and projects face delays. Traders debate whether the selloff is an overreaction and a buying opportunity or a warning about leverage and AI-infrastructure risk, with broader weakness in AI-linked stocks adding pressure.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following segments: Walmart U.S., Walmart International, and Sam's Club U.S. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club U.S. segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmarts rally has traders focused on a rotation into defensive, value-oriented retailers amid inflation and consumer-spending concerns, alongside heavy call buying and dip-buying. Some see the move continuing, while others warn that the stocks valuation and recent gains leave it vulnerable to a pullback.

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

APLD is caught in a sharp selloff across AI infrastructure and data-center stocks, with traders citing inflation and interest-rate fears, broader risk-off sentiment, and worries about heavy financing needs and whether AI demand will justify the buildout. Bulls argue the companys contracted leases and execution remain intact and are buying the decline, while bears see continued downside risk from debt, valuation, and sector-wide weakness.

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

Direxion Daily Semiconductor Bull 3X Shares

Semiconductor stocks sold off sharply amid hotter-than-expected inflation and worries about AI valuations and chip demand, while traders also debated fears of Chinese memory-chip competition. The decline prompted some to call the sector oversold and buy dips, while others warned that selling momentum could continue.

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$ENPH Interesting X post.

https://x.com/jmalchow/status/2110410128709365796?s=46

Peter G

gary best

1/ Fresh from OCP, we @HNVRcap have been working through the economics of an AI data center built on 800VDC with SSTs instead of UPS and PDU stack. I think the SST is worth a great deal more money than the capex savings alone. Here is the arithmetic. pic.twitter.com/7mGPP7tu7Y

X (Formerly Twitter)

Joe Malchow on X (formerly Twitter): "1/ Fresh from OCP, we @HNVRcap have been working through the economics of an AI data center built on 800VDC with SSTs instead of UPS and PDU stack. I think the SST is worth a great deal more money than the capex sa...