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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

Elon Musks warning that many neocloud providers could fail or consolidate, alongside concerns that financing is tightening, is weighing on CoreWeave and prompting debate about its debt-heavy expansion. Bears focus on borrowing costs and refinancing risk, while bulls argue that AI-compute demand, customer commitments, and Nvidias backing could help the company weather the pressure.

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. 

Elon Musks warning that neoclouds face tighter financing and widespread consolidation has fueled selling in Nebius and other AI infrastructure stocks, sharpening concerns about debt-funded expansion and data-center returns. Traders disagree on whether Nebius is especially exposed or better positioned, citing its recent Citi financing and customer demand, while some speculate Musks comments benefit his own AI ventures.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

Elon Musks warning that neoclouds face failures and consolidation, combined with concerns about debt-funded data-center expansion and tighter financing, is driving attention amid a sharp selloff across the sector. Traders debate whether IRENs contracts and AI demand distinguish it from weaker players or whether credit risks could force dilution and threaten its growth plans.

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.

CIFR is caught in a steep selloff across AI data-center stocks, with traders citing fears of tighter financing after Elon Musks warnings about neocloud operators, alongside pressure from the companys convertible-note offering and potential dilution. The debate is whether CIFRs power-and-data-center landlord model and contracted hyperscaler business distinguish it from GPU-heavy neoclouds, or whether sector-wide financing and execution risks will keep weighing on the shares.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

Lulas unexpected election victory has reversed the rally traders had tied to a Bolsonaro win, prompting concern about Brazils political and economic outlook and a sharp selloff in the ETF. Some traders view the drop as an overreaction and a buying opportunity, while others expect further weakness if the result holds.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Modernas Phase 3 personalized melanoma-vaccine data with Mercks Keytrudashowing a reduced risk of recurrence or deathhas driven intense debate after shares sold off sharply. Bulls see validation of a broader cancer-vaccine platform, while bears argue the results fell short of expectations and question valuation and commercial potential; investors are also watching whether the approach extends to other cancers.

Lufax Holding Ltd. operates a technology-empowered personal financial services platform. It offers personal lending and wealth management solutions. The company was founded in August 2005 and is headquartered in Shanghai, China.

Lufax Holding Ltd - ADR

Lufaxs Hong Kong-listed shares surged on unusually heavy volume, but traders have not identified a confirmed catalyst. Some speculate that positive Ping An Bank quarterly results may be related; others are waiting for an explanation and question whether the move will hold.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

Discussion centers on TeraWulf CEO Paul Pragers pushback against Elon Musks warning about stranded data-center capacity, with bulls arguing WULFs power-focused, contracted model is distinct from riskier compute providers. That case is being weighed against concerns about financing, execution, customer exposure and the broader selloff in AI infrastructure stocks.

MercadoLibre, Inc. engages in the development of an online commerce platform with a focus on e-commerce and related services. It operates through the following geographical segments: Brazil, Argentina, Mexico, and Other Countries. The Other Countries segment refers to Chile, Colombia, Costa Rica, Dominican Republic, Ecuador, Panama, Peru, Bolivia, Honduras, Nicaragua, El Salvador, Guatemala, Paraguay, Uruguay, and the United States of America. Its products provide a mechanism for buying, selling, and paying as well as collecting, generating leads, and comparing lists through e-commerce transactions. The company was founded by Marcos Eduardo Galperin on October 15, 1999 and is headquartered in Montevideo, Uruguay.

MercadoLibre Inc

MercadoLibres latest earnings are driving the discussion: strong revenue growth and beats on key estimates have been overshadowed by falling profit and margin compression amid heavy investment in shipping, logistics, and credit. Traders are debating whether the selloff reflects short-term reinvestment costs or a sign that profitability is lagging growth.

Corning, Inc. engages in the provision of glass for notebook computers, flat panel desktop monitors, display televisions, and other information display applications, carrier network and enterprise network products for the telecommunications industry, ceramic substrates for gasoline and diesel engines in automotive and heavy-duty vehicle markets, laboratory products for the scientific community and polymer products for biotechnology applications, optical materials for the semiconductor industry and the scientific community, and polycrystalline silicon products and other technologies. It operates through the following segments: Optical Communications, Display, Specialty Materials, Automotive, and Life Sciences. The Optical Communications segment is classified into two main product groupings: carrier and enterprise network. The carrier network group consists of products and solutions for optical-based communications infrastructure for services such as video, data, and voice communications. The enterprise network group consists primarily of optical-based communication networks sold to businesses, governments, and individuals for their own use. The Display Technologies segment manufactures glass substrates for flat panel displays, including organic light-emitting diodes and liquid crystal displays that are used primarily in televisions, notebook computers, desktop monitors, tablets, and handheld devices. The Specialty Materials segment is involved in the manufacture of products that provide material formulations for glass, glass ceramics and crystals, and precision metrology instruments and software. The Automotive segment manufactures ceramic substrates and filter products for emissions control in mobile applications around the world as well as technical glass and optic products and solutions for the interior and exterior of vehicles. The Life Sciences segment develops, manufactures, and supplies laboratory products. The company was founded by Amory Houghton Sr. in 1851 and is headquartered in Corning, NY.

Corning, Inc.

Cornings steep pullback and upcoming quarterly report are driving discussion, with traders debating whether the selloff creates a buying opportunity or signals further downside toward technical support. Bullish posts point to continued AI-related fiber demand, while bears cite weak price action and worry about earnings or stretched valuation.

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$IREN Elon dropped the bomb. Now the rush to sell before the bloodbath

John Wilson

Hommy Lopez

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IREN is caught in a selloff across AI neocloud stocks after Elon Musk warned of industry failures and consolidation, amplifying concerns about debt-heavy expansion and tighter financing. Traders debate whether those risks threaten IRENs ability to execute or whether its contracts, power and data-center assets distinguish it from weaker operators; some also view Musks comments as self-interested criticism of competitors.

 Elon dropped the bomb. Now the rush to sell before the bloodbath

Bill Haydon

@circusemployee I believe the bloodbath had already begun weeks ago. Nothing to see here

 I believe the bloodbath had already begun weeks ago. Nothing to see here