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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

WULFs sharp, high-volume rebound is drawing attention after CEO Paul Pragers CNBC appearance and Morgan Stanleys reaffirmed bullish view amid a steep selloff in AI data-center stocks. Many traders praised the CEOs explanation of the companys business model, while others cautioned that the bounce may be temporary given ongoing sector and financing concerns.

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

Nvidia CEO Jensen Huangs remarks that CoreWeaves finances are strengthening and its cost of capital is declining have fueled a rebound after debt and bond-market concerns drove a selloff. Traders remain split: dip buyers see his comments as reassurance, while skeptics argue that credit-market stress and financing needs remain unresolved.

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 has been swept up in a neocloud selloff amid Gartners warning about the sectors long-term prospects and financing concerns highlighted by CoreWeaves debt and bond-market stress. Traders are split between seeing the sharp pullback and rebound as a buying opportunityarguing NBIS has a stronger balance sheetand warning that broader AI-infrastructure concerns could keep weighing on the stock.

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

IREN is being swept into a neocloud selloff amid Gartners warning about potential AI-infrastructure impairments and concerns over CoreWeaves debt and financing costs; hotter inflation and interest-rate worries add pressure. Traders are split between seeing an oversold buying opportunity and fearing weaker AI spending and tougher funding conditions, while some argue IRENs balance sheet and customer contracts make it less exposed than CoreWeave.

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

Ryan Cohens recent insider purchases have fueled renewed bullish interest as GME reached a new 52-week high. Traders are debating whether the stock can break through resistance, with short-squeeze and warrant-related speculation competing with skepticism about the rally and unconfirmed eBay-related rumors.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

Discussion centers on POETs progress toward commercializing its optical engines, including customer qualification shipments, improving yields and plans to scale production. Bulls see potential in AI data-center demand, while skeptics question whether the company can convert qualifications and partnerships into confirmed deliveries and recurring revenue; broader weakness in optical stocks is also cited as pressure.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNow is drawing attention as it rallies toward a breakout, with traders citing a rotation back into software and optimism about enterprise AI demand ahead of earnings. Bulls see relative strength and a possible breakout, while skeptics note that previous advances have faded near resistance.

Regencell Bioscience Holdings Ltd. is a early-stage bioscience company that focuses on research, development and commercialization of Traditional Chinese Medicine for the treatment of neurocognitive disorders and degeneration, specifically Attention Deficit Hyperactivity Disorder and Autism Spectrum Disorder. The company was founded by Yat-Gai Au on October 30, 2014 and is headquartered in Hong Kong.

Regencell Bioscience Holdings Ltd

RGCs sharp move has revived speculation that the former meme-stock runner could make another parabolic run, with traders pointing to its history of extreme moves, concentrated insider ownership and claims of scarce, costly-to-borrow shares. Others view the rally as fragile momentum in a highly speculative stock and warn of a pullback; no new company catalyst is established in the discussion.

PepsiCo, Inc. engages in the manufacture, marketing, distribution, and sale of beverages, food, and snacks. It operates through the following business segments: PepsiCo Foods North America (PFNA), PepsiCo Beverages North America (PBNA), International Beverages Franchise (IB Franchise), Europe, Middle East and Africa (EMEA), Latin America Foods (LatAm Foods), and Asia Pacific Foods. The PFNA segment refers to the food businesses in the United States and Canada. The PBNA segment includes beverage businesses in the United States and Canada. The IB Franchise segment involves the international franchise beverage businesses, as well as the SodaStream business. The EMEA segment pertains to food businesses and beverage businesses with company-owned bottlers in Europe, the Middle East, and Africa. The LatAm Foods segment consists of food businesses in Latin America. The Asia Pacific Foods segment is associated in food businesses in Asia Pacific, including China, Australia and New Zealand, as well as India. The company was founded by Donald M. Kendall, Sr. and Herman W. Lay in 1965 and is headquartered in Purchase, NY.

PepsiCo Inc

Reports that KFC is nearing a deal to replace Pepsi with Coca-Cola at its U.S. restaurants have prompted discussion of PepsiCo losing a longstanding account, though some traders question the deals importance and compare the impact with Cokes gains.

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 caught in a broader AI data-center selloff as traders point to CoreWeaves debt concerns, Gartners warning about AI-infrastructure spending, and higher financing costs. The community is split between viewing the decline as an overreaction and buying the dip, and warning that leverage, funding needs, and potential spillover from customers such as CoreWeave pose real risks.

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$FSLR Basically back to end of Friday with that $10 rally gone. What is interesting is now the other solar plays $ENPH $SEDG $RUN going green though not by much, but also 10 year yield came down a bit closer to 5%, which could&#39;ve moved this above $185 and through $190 without yesterday&#39;s reversal.

Jere

Juha “Divinesia” Nurmenniemi

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First Solar Inc

Enphase Energy Inc

Solaredge Technologies Inc

Sunrun Inc

 Basically back to end of Friday with that $10 rally gone. What is interesting is now the other solar plays 

 going green though not by much, but also 10 year yield came down a bit closer to 5%, which could've moved this above $185 and through $190 without yesterday's reversal.