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Invesco QQQ Trust Series 1

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 being swept into a selloff across neocloud and AI-infrastructure stocks as concerns about CoreWeaves debt, rising financing costs and the sustainability of heavy AI investment weigh on the sector. Traders disagree on whether NBISs comparatively stronger balance sheet makes the decline a buying opportunity or whether broader financing and valuation risks justify further caution.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

A sharp, high-volume selloff without a company-specific announcement is driving attention, with traders pointing to options-expiration dynamics and broader biotech weakness while others worry about SELLASs prolonged quiet period as they await the REGAL Phase 3 event update and topline data. Bulls call the decline temporary volatility and a buying opportunity; skeptics cite the delayed update and lack of communication as reasons for concern.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor selloff, magnified by SOXLs 3x leverage, has traders debating whether concerns about AI spending and valuations, inflation and interest rates, and Chinese chip competition signal a deeper pullback. Some see the sector as oversold and are buying for a rebound, while others expect further losses.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Teslas rocket-thruster Roadster reveal is driving discussion, with traders split between calling it an impressive engineering showcase and dismissing it as an impractical stunt unlikely to meaningfully boost earnings; the initial enthusiasm gave way to a sharp sell-the-news reaction amid broader tech weakness. Some traders are also speculating about a TeslaSpaceX merger, but no deal has been announced.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A broad technology and AI-linked selloff is weighing on QQQ, with traders focused on doubts about AI infrastructure returns and financing risks around debt-heavy data-center companies such as CoreWeave, alongside weakness in semiconductors and concern about higher rates. The community is split between viewing the pullback as an orderly rotation or buying opportunity and fearing a deeper unwind of the AI trade.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

The iPhone Duos rapid preorder sellout and delivery delays are fueling debate over whether demand is strong or launch inventory is constrained by manufacturing challenges. Traders also note Apples relative resilience as AI-linked stocks sell off, while some question its valuation and the durability of the product hype.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARAs steep, extended selloff is drawing attention, with traders highlighting its weakness even as Bitcoin has held up better and questioning the companys execution and unfulfilled AI/data-center tenant plans. Bears cite persistent selling and short pressure, while bulls view the decline as overdone and point to call activity and potential rebound setups.

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

Nvidia is caught in a broader semiconductor selloff as investors question whether massive AI infrastructure spending can generate sustainable returns, with debt and financing concerns around firms such as CoreWeave adding to the pressure. Traders are split between calling the pullback an oversold buying opportunity and warning that AI valuations and spending may be due for a deeper reset.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MSCIs proposed screening rules, which could put Strategys index inclusion at risk, are a major focus amid the sharp selloff. Traders worry about forced selling by index funds, while others argue the risk is already priced in and are buying the dip on the view that MSTR remains tied to Bitcoin.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

CBRS is drawing attention amid a steep selloff, as traders debate potential selling pressure from IPO lockup expirations alongside weakness across AI and semiconductor stocks and concerns about the companys valuation. Bulls are buying the dip and cite Cerebras AI-inference opportunity, while bears warn that newly eligible shares and customer-concentration concerns could keep pressure on the stock.

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$SMCI panic selling, low volume overnight trading will comeback and haunt those who sold at open, I’ve seen this before

Jeff

Zack

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Super Micro Computer Inc

 panic selling, low volume overnight trading will comeback and haunt those who sold at open, I’ve seen this before

Wolfofwits

@Wolfofwits that’s what I thought Thursday night