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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 trending as investors weigh strong AI infrastructure demand against market concerns regarding Meta's potential cloud expansion. While some fear increased competition, the community remains largely bullish, citing Nebius's significant multi-year capacity contracts and robust growth as evidence of its role as a critical player in the AI compute supply chain.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendy's is seeing intense retail interest as investors rally behind a 'Save Wendy's' narrative, pushing to squeeze shorts and trigger a potential upward breakout. The community is actively discussing building long-term positions and disabling share lending to force coverages while highlighting the stock's dividend and underlying valuation.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Meta Platforms is rallying as reports that the company plans to commercialize its excess AI compute capacity shift investor sentiment from viewing its massive capital expenditure as a cost burden to seeing it as a potential revenue-generating cloud platform. While the announcement has triggered a sell-off in smaller specialized infrastructure providers due to competitive concerns, the community is actively debating whether this move validates long-term AI demand or signals an overbuild in industry capacity.

Aurora Innovation, Inc. engages in the design and development of automobile hardware, software, and provision of data services. It offers the Aurora Driver which allows a vehicle to drive itself. The company was founded by Christopher Urmson, Sterling Anderson and James Andrew Bagnell in 2017 and is headquartered in Pittsburgh, PA.

Aurora Innovation Inc - Ordinary Shares - Class A

Aurora Innovation is gaining significant community attention as investors anticipate the upcoming launch of their 2nd-gen autonomous truck platform and the potential removal of human observers. Sentiment is buoyed by recent analyst upgrades, strategic partnerships with major industry players, and a conviction that the company is effectively solving key logistical hurdles in autonomous freight.

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 significant selling pressure as investors react to reports of potential competition from hyperscalers like Meta, while ongoing insider stock sales continue to weigh on market sentiment. Despite this downward trend, many in the community argue the sell-off is an overreaction, pointing to the company's substantial contracted backlog and critical role in the AI infrastructure supply chain as reasons for a potential long-term rebound.

SoundHound AI, Inc. engages in the development, owning, and commercialization of voice, sound, and natural language artificial intelligence technologies and related activities. The company was founded on September 2, 2005 and is headquartered in Santa Clara, CA.

SoundHound AI Inc - Ordinary Shares - Class A

SoundHound AI Inc

SoundHound AI is experiencing significant market pressure as traders debate the company's long-term execution and path to profitability against its high short interest. While bulls highlight technical support levels and potential for a short squeeze driven by upcoming earnings, bears and frustrated retail investors remain skeptical, pointing to the lack of recent major catalysts and consistent downward price action.

Opendoor Technologies, Inc. engages in the operation of buying, selling, and trading of residential properties online. The company was founded by Eric Wu on December 30, 2013, and is headquartered in Tempe, AZ.

Opendoor Technologies Inc

Opendoor Technologies is seeing intense retail engagement and high trading volume as investors focus on its upcoming Russell 3000 Index inclusion and potential short squeeze dynamics. The community remains deeply divided, with bulls pointing to the company's AI-driven business pivot and transaction growth as key catalysts, while bears remain skeptical of the firm's long-term profitability and historical stock performance.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit is seeing significant volatility as retail investors debate its potential as an AI data play versus a platform struggling with monetization. Community sentiment is divided between those anticipating a major breakout fueled by data-licensing deals and those frustrated by the stock's tendency to succumb to rapid sell-offs despite institutional buy ratings.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron Technology is facing heavy selling pressure as investors digest mixed sentiment surrounding AI infrastructure demand and broader sector profit-taking, despite the company securing a strategic long-term supply agreement with General Motors. The community is sharply divided between those viewing the volatility as a shakeout and buying opportunity due to strong fundamentals, and those expressing concerns that shifting hyperscaler spending patterns could signal a cooling period for the memory supercycle.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is under intense scrutiny as investors weigh the impact of rising operational costs, inventory management concerns, and broader macroeconomic headwinds like inflation on the company's bottom line. While some community members view recent price dips as a tactical buying opportunity given the firm's retail dominance, others remain skeptical about management's ability to navigate current competitive pressures and consumer spending fatigue.

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Which neocloud stock are you most interested in buying on the pullback?  
 
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Joe Buyden

ben birkemeier

Matt

Retail investors don&#39;t realize now that all the mega-cap hyperscalers will have more profitable &quot;Neocloud&quot; business segments alongside their other legacy, higher &quot;quality&quot; (i.e. higher margin + wider moat + durable cash flowing) business segments... YET all the mega-cap hyperscalers currently trade at a fraction of the valuation multiples of those sole neocloud companies. 
 
Why? No fundamental reason just hype lol. Beware the froth. 
 
$NBIS $CRWV $IREN $APLD

Which neocloud stock are you most interested in buying on the pullback? Drop a comment for other tickers.