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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

SoFi Technologies is experiencing significant volatility as investors weigh strong earnings and raised full-year guidance against concerns about softening technology platform revenue and broader macroeconomic headwinds like interest rate uncertainty. The community is actively divided, with many long-term bulls viewing the price drop as a "gift" to accumulate shares, while frustrated traders express concern over persistent post-earnings sell-offs and the stock's failure to maintain upward momentum.

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 investors and the DMD community focus on today's pivotal FDA Advisory Committee meeting to evaluate Deramiocel. The community is sharply divided, with intense scrutiny on the FDAs statistical objections and concerns about trial methodology, while many hope for a positive recommendation supported by recently published clinical data in The Lancet.

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 volatility as the community remains deeply divided over the stock's massive backlog of orders versus concerns surrounding ongoing insider share sales and the company's leveraged balance sheet. Investors are actively debating whether current price levels represent a prime opportunity to load up ahead of upcoming earnings or if the stock is at risk of further downside as the broader AI infrastructure sector undergoes a sharp re-pricing.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energy is seeing high volatility as investors weigh a major earnings beatincluding record-breaking revenue and significantly raised guidanceagainst broader market weakness and macro uncertainty. The community is sharply divided between bulls touting the company's critical role in powering the AI infrastructure boom and skeptical traders warning of potential valuation concerns and technical pressure.

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 facing significant downward pressure following an analyst downgrade that cited concerns over generative AI disruption, leadership transitions, and a shift in its business model. Meanwhile, the community is actively debating whether the stock is a deep-value opportunity for a long-term recovery or a falling knife caught in a broader rotation away from software toward hardware infrastructure.

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 trending as investors react to a significant earnings report that showcased massive revenue growth and a substantial backlog of contracted AI data center capacity. While the community is actively debating the stock's valuation and volatility in the face of broader market pressures, bulls are focused on the company's rapid infrastructure buildout and successful hyperscaler leasing deals.

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 Corp (SNDK) is experiencing extreme volatility and a deep sell-off, driven by broader sector concerns over memory chip demand, supply cyclicality, and negative sentiment spilling over from international markets. While bears argue the stock is in a structural downtrend after a massive rally, a vocal segment of the community remains heavily invested, viewing the current price as a generational buying opportunity ahead of upcoming earnings.

KLA Corp. engages in the supply of process control and yield management solutions for the semiconductor and related nano-electronics industries. The company operates through the following segments: Semiconductor Process Control, Specialty Semiconductor Process, and PCB, Display and Component Inspection. The Semiconductor Process Control segment provides a comprehensive portfolio of inspection, metrology and data analytics products and related services. The Specialty Semiconductor Process segment develops and sells advanced vacuum deposition and etching process tools. The PCB, Display and Component Inspection segment enables electronic device manufacturers to inspect, test and measure PCBs, flat panel displays and ICs to verify their quality. Its products include manufactured chips, reticle, packaging, surface profilers, nanochemical testers, KT pro equipment, and compound semiconductors. The company was founded on July 9, 1975 and is headquartered in Milpitas, CA.

KLA Corp.

KLA Corp. is experiencing heightened volatility as investors weigh a fiscal Q4 earnings beat and solid long-term demand for its wafer fab equipment against concerns over in-line guidance and increased competitive pressure from China. While the community is debating whether the recent share price decline is an overreaction or a necessary repricing of AI-driven capital expenditure expectations, many investors remain focused on the company's critical role in the semiconductor supply chain.

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 selling pressure and retail frustration, with investors questioning the stock's massive underperformance compared to the broader data center and crypto sectors despite recent AI infrastructure expansion. The community is deeply divided between long-term bulls highlighting institutional potential and vocal bears who characterize the stock as a pump-and-dump scheme driven by suspicious insider selling and a lack of transparency regarding major lease announcements.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is experiencing intense volatility as global market participants react to geopolitical tensions in the Middle East and a sharp downturn in Asian tech indices. The community is actively debating the sustainability of AI-driven valuations, with many investors focused on the upcoming Federal Reserve decision and earnings catalysts for major technology companies.

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Neocloud stocks like $NBIS, $CRWV, $APLD, and $IREN have fallen sharply over the past month. Are you buying the dip on any?

Neocloud stocks have been under pressure over the past month as investors fade the AI infrastructure trade. Are you buying the dip on any of them? Vote and explain your reasoning in the comments.

James Jaskoske

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Nebius Group N.V. 

IREN Limited

 have fallen sharply over the past month. Are you buying the dip on any?

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@StocktwitsPolls All garbage. Are there any other options available?

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 All garbage. Are there any other options available?

FullTrademode

@StocktwitsPolls bought over 7,000 more shares of $APLD over the past two days. APLD is at or near its historic bottom of support.  ￼ 

The business is absolutely on fire with $36 billion in contracted revenue, over 70% of it from investment grade hyperscalers constituting 1.4 GW of power with another 250 MW or so of power about to be signed with investment grade hyperscalers. Company now projects reaching $1 billion in net operating income within a year - several years ahead of schedule.

The current sell off in datacenters is an  incredible buying opportunity for those datacenter builders/operators like $APLD  that are actually signing hyperscalers to leases and executing on their construction and meeting their deadlines.

$APLD has a history of rocketing to record highs, then selling off 50% and then rapidly bouncing right back up to a new record high. Investors who buy  $APLD shares  are likely to see big returns very quickly when the stock recovers, but retail investors tend to get petrified and sell to their extreme detriment when prices get low.  Meanwhile, institutions are snapping up APLD shares like hotcakes and now own about 75% of the company.

I couldn’t be more bullish. What an incredible buying opportunity.  Thanks for the big discounts.

 over the past two days. APLD is at or near its historic bottom of support.  ￼ 

The business is absolutely on fire with $36 billion in contracted revenue, over 70% of it from investment grade hyperscalers constituting 1.4 GW of power with another 250 MW or so of power about to be signed with investment grade hyperscalers. Company now projects reaching $1 billion in net operating income within a year - several years ahead of schedule.

The current sell off in datacenters is an  incredible buying opportunity for those datacenter builders/operators like 

  that are actually signing hyperscalers to leases and executing on their construction and meeting their deadlines.



 has a history of rocketing to record highs, then selling off 50% and then rapidly bouncing right back up to a new record high. Investors who buy  

 shares  are likely to see big returns very quickly when the stock recovers, but retail investors tend to get petrified and sell to their extreme detriment when prices get low.  Meanwhile, institutions are snapping up APLD shares like hotcakes and now own about 75% of the company.

I couldn’t be more bullish. What an incredible buying opportunity.  Thanks for the big discounts.