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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantir is surging following a blockbuster earnings report that showcased nearly 100% revenue growth and explosive U.S. commercial adoption, further fueling community debates over the company's valuation versus its role in the critical AI infrastructure value chain. Investors are closely monitoring whether the stock can sustain this momentum as the community shifts from fierce debate over short positions to high-conviction discussions about long-term enterprise AI dominance.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStop is facing intense investor debate following an announcement to exchange convertible debt for common stock, a move perceived by many as dilutive but interpreted by others as a strategic effort to improve the balance sheet for future acquisitions. The community remains deeply divided, with bulls viewing the pullback as an opportunity for long-term positioning and potential institutional accumulation, while bears highlight persistent concerns regarding management's vision and the lack of short-term shareholder returns.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snap is currently trending as investors focus on an upcoming earnings report that could signal a critical turnaround for the company following its recent ad revenue growth and subscription service expansion. Community sentiment remains polarized, with many traders actively discussing the stock's potential for a significant squeeze or re-rating, while others debate the long-term impact of its hardware investments and ongoing leadership concerns.

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

SELLAS Life Sciences is trending as investors brace for the final readout of its Phase 3 REGAL trial, with community sentiment driven by a mix of buyout speculation, institutional stake building by firms like Citigroup, and intense debate over the timing of the 80th survival event. Long-term supporters are highlighting the potential curative nature of the galinpepimut-S treatment, while active discourse remains focused on navigating the stock's volatility ahead of expected corporate catalysts.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Eli Lilly is trending as investors rotate into healthcare, driven by its dominant GLP-1 obesity and diabetes franchise and expectations for a guidance raise at the upcoming earnings report. The community remains focused on the company's sustained growth trajectory, its role as a defensive leader in biotech, and its aggressive expansion into neuroscience through high-profile M&A activity.

Backblaze, Inc. operates as a cloud provider for businesses and consumers to store, use, and protect their data. The firm provides a foundation for businesses, developers, IT professionals, and individuals to store, backup, and archive data, host content, manage media, and build their applications. It also offers B2 Cloud Storage and Computer Backup services. The company was founded by Timothy Nufire, Gleb Budman, Charles Jones, Kwok Hang Ng, Brian Wilson, Nilay Patel and Damon Uyeda in 2007 and is headquartered in San Francisco, CA.

Backblaze Inc - Ordinary Shares - Class A

Backblaze is trending after announcing a five-year, $335 million strategic storage agreement with CoreWeave, a move the community views as strong validation of the company's role in the AI infrastructure stack. Investors are actively debating the potential for an institutional re-rating and assessing the stock's high volatility, while others speculate on the possibility of a capital raise following the sharp price increase.

XPeng, Inc. engages in the design, development, manufacture, and marketing of smart electric vehicles. Its products are environmentally friendly vehicles, namely an SUV (the G3) and a four-door sports sedan (the P7). It also provides a range of services to the clients, including supercharging service, maintenance service, ride-hailing service and vehicle leasing service. The company was founded by Xiao Peng He, Heng Xia, and Tao He in 2015 and is headquartered in Guangzhou, China.

XPeng Inc - ADR

XPeng is seeing heavy community debate as it attempts to shift its identity from a pure EV manufacturer to an AI and robotics-focused company, underscored by recent efforts to scale humanoid production and autonomous technologies. While bulls highlight significant long-term potential in software licensing and global expansion, many investors remain frustrated by persistent downward pressure on the stock price and skepticism regarding the company's profitability amid intense market competition.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

Viking Therapeutics is seeing intense market volatility driven by speculation over future M&A potential versus a standalone path, especially following the appointment of a new board member with commercialization experience. Community sentiment is deeply divided, with many investors anticipating strong data from the upcoming maintenance dosing study while others express frustration over insider selling and capital management concerns.

Avalanche is a high throughput smart contract blockchain&nbsp;platform. Validators secure the network through a proof-of-stake consensus protocol. It is said to be fast, low cost, and environmental friendly.

Avalanche

Avalanche is facing intense selling pressure and significant community frustration as the price nears multi-year lows, leading to polarized debates over whether this is a long-term accumulation opportunity or a signal of structural failure. While some investors remain committed to its real-world asset utility and technological roadmap, others are actively exiting, citing stagnant price action compared to the broader crypto sector.

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 trending as investors react to a rebound in the AI infrastructure sector, buoyed by strong cloud earnings from major tech hyperscalers and a strategic government-focused partnership with Leidos. While the community is actively debating the stock's high debt load and potential institutional liquidation risks following recent hedge fund distress, bulls are highlighting the company's significant revenue backlog and essential role in the surging demand for AI compute capacity.

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Neocloud stocks have pulled back significantly from their highs - are you buying the dip, waiting for more pain, or staying away entirely?  
 
Explain your reasoning in the comments.

Neocloud stocks like $NBIS, $CRWV, $APLD, and $IREN have pulled back from their highs - is this a buying opportunity or a warning sign of more pain to come? Vote in the poll to let other investors know what you're doing then drop your reasoning in the comments.

Rucka Rucka Ali

john madatian

Yes sir

Fred

the ME trader

Angela Nan

Tommy Tranfo

Jacob Morden

Not Bright

Jordan Murciano

slysquid420

JC Rivas

Kaison Aguirre

As9999

Ryan Steffl

Ser26

Charles ford

Stocktwits

Stocktwits Polls

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Nebius Group N.V. 

@StocktwitsPolls High demand for their products. This dip is temporary.

Scott Cadieux

Tu Papa

ConJon7155

Pecos Pete

Michael Indorf

Erik Lemmen

StockTwits for iOS

 High demand for their products. This dip is temporary.

Dean O’Brien

@StocktwitsPolls define a neocloud, APLD spun off the neocloud portion if the business under symbol CHRN

 define a neocloud, APLD spun off the neocloud portion if the business under symbol CHRN

Jj2455788

@StocktwitsPolls WSJ is a rumor mill and a pay-to-play service. The SEC will never be bothered to interfere.

 WSJ is a rumor mill and a pay-to-play service. The SEC will never be bothered to interfere.

FindingFacts

@StocktwitsPolls 

Buying the dip. 🌱 Sometimes Wall Street throws a clearance sale on companies before the story is over. I think the neocloud sector has been repriced, not broken. Time will tell, but I’m adding, not running.

TurnOnThePrinterrr

 

Buying the dip. 🌱 Sometimes Wall Street throws a clearance sale on companies before the story is over. I think the neocloud sector has been repriced, not broken. Time will tell, but I’m adding, not running.

Carolyn

@StocktwitsPolls $ 1.2 Trillion in AI/HPC Capex estimated for 2027, then $ 1.4 Trillion in AI/HPC Capex in 2028. Per Morgan Stanley. The  Neoclouds are about to launch. It&#39;s really not even a question.

Yong Jin

 $ 1.2 Trillion in AI/HPC Capex estimated for 2027, then $ 1.4 Trillion in AI/HPC Capex in 2028. Per Morgan Stanley. The  Neoclouds are about to launch. It's really not even a question.

Vibe

StockTwits For Android 

@StocktwitsPolls The point of making money is putting cash to work in the stock that will have the most gains in the future. That stock is SLS. Plain and simple. After SLS, then reevaluate for the next best stock.

 The point of making money is putting cash to work in the stock that will have the most gains in the future. That stock is SLS. Plain and simple. After SLS, then reevaluate for the next best stock.

Neocloud stocks have pulled back significantly from their highs - are you buying the dip, waiting for more pain, or staying away entirely? Explain your reasoning in the comments.