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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

CoreWeave is facing intense downward pressure driven by a mix of aggressive insider selling, broader sector-wide weakness in AI infrastructure, and investor anxiety over capital intensity. While some in the community view the current levels as a deep-value opportunity for a rebound, many traders remain skeptical, expressing frustration over the persistent volatility and lack of a stable floor.

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 Technologies is experiencing significant selling pressure despite delivering a triple earnings beat and raising full-year guidance, with community sentiment split between investors accumulating shares at these discounted levels and those frustrated by persistent post-earnings declines. Traders are actively debating whether this volatility is driven by institutional manipulation, macro-economic headwinds, or concerns regarding the scalability of the company's technology platform.

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 Group is seeing intense volatility as investors debate the sustainability of its heavy AI infrastructure capital expenditures against a broader sector sell-off. While some community members view the sharp price decline as a prime buying opportunity driven by market manipulation, others are concerned about dilution and competition from hyperscalers.

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 Digital is seeing significant community attention following a massive quarterly revenue beat and positive guidance, even as broader market volatility and sector-wide weakness weigh on the stock's immediate price action. Investors are actively debating the disconnect between the company's strong fundamentals and the current downward pressure, with many pointing to macroeconomic factors while others view the pullback as a prime accumulation opportunity.

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

Direxion Daily Semiconductor Bull 3X Shares

Investors in the semiconductor-focused Direxion Daily Semiconductor Bull 3X Shares (SOXL) are facing intense volatility and liquidation pressure as sentiment sours on the AI sector's growth and capital spending sustainability. The community remains deeply divided between those betting on a potential relief bounce off technical support levels and those convinced that the broader chip rally has structurally broken.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Sandisk is experiencing intense volatility and downward pressure as market participants debate whether recent price swings reflect a structural bubble burst or a temporary correction ahead of earnings. Community sentiment is deeply divided, with some investors aggressively buying what they view as a generational discount while others warn of further liquidation and manipulation.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor Therapeutics is trending as stakeholders pivot toward a critical FDA advisory committee meeting, with the community actively highlighting the recent publication of HOPE-3 data in The Lancet as key validation for the efficacy of their DMD therapy. Investors and patient advocates are aggressively contrasting this peer-reviewed clinical support against the FDA's internal briefing documents, fueling intense debate regarding the agency's statistical methodology and the potential for a favorable adcom vote to serve as a pivotal comeback.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is experiencing intense volatility as investors brace for the Fed rate decision alongside high-stakes earnings from major tech leaders. The community is actively debating whether the recent correction is a buying opportunity or a deeper sign of an AI-led bubble popping, with widespread discussions focused on leverage risks and geopolitical tensions.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets, Data Centers, and Treasury and Corporate. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The Treasury and Corporate segment includes the company’s proprietary trading and mining activities, as well as the company’s principal investments and related gains and losses. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

Galaxy Digital is facing intense scrutiny as retail investors express frustration over a perceived pattern of failed catalysts, such as the widely criticized July 4 pump, and lack of transparency regarding major deal timelines. The community is heavily focused on questioning management's accountability, comparing the stock's recent volatility and underperformance in the data center sector to its peers, while debates persist over whether the company is truly prioritizing shareholder value or engaging in pump-and-dump tactics.

Adobe, Inc. is a global technology company, which engages in the provision of digital marketing and media solutions. It operates through the following segments: Digital Media, Digital Experience, and Publishing and Advertising. The Digital Media segment offers products and services that enable individuals, teams, businesses, and enterprises to create, publish, and promote content anywhere and accelerate productivity by transforming view, share, engage with and collaborate on documents and creative content. The Digital Experience segment focuses on integrated platform and set of products, services, and solutions that enable businesses to create, manage, execute, measure, monetize, and optimize customer experiences that span from analytics to commerce. The Publishing and Advertising segment includes legacy products and services that address diverse market opportunities, including eLearning solutions, technical document publishing, web conferencing, document and forms platform, web app development, high-end printing, and Adobe Advertising offerings. The company was founded by Charles M. Geschke and John E. Warnock in December 1982 and is headquartered in San Jose, CA.

Adobe Inc

Adobe is trending as investors debate whether generative AI poses a long-term threat to its core creative software business or serves as a growth accelerator. The community remains deeply divided, with some traders actively shorting the stock on concerns of obsolescence while others view the current valuation as a significant buying opportunity for a resilient enterprise leader.

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$SMCI $DELL No wonder dell is getting sold by instos its at its peak valuation for FY27.

StickyRice

$SMCI $DELL Did a direct side by side comparison here, used AI for the calcs too. And revised SMCI from 1b shares to 850m for the correct amount of dilution, not the max the charter allows. 
 
SMCI is at $84 there, reduce margins to 6% then cut 25% off the price still end up at over $50.

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Super Micro Computer Inc

Dell Technologies Inc

Ub3r5pAnK

 No wonder dell is getting sold by instos its at its peak valuation for FY27.

@Ub3r5pAnK $DELL stay away folks , channel is breaking down and if 360 fails your talking about $300 waterfall real quick

 stay away folks , channel is breaking down and if 360 fails your talking about $300 waterfall real quick