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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

Concerns over CoreWeaves heavy debt and rising bond yields have fueled fears about its ability to finance AI data-center expansion, while Nvidia CEO Jensen Huangs confidence in the companys improving finances helped spark a sharp rebound. Traders remain divided between viewing the selloff as overdone given continued AI demand and seeing credit-market stress as a serious risk.

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

Morgan Stanleys reiterated bullish view that TeraWulf is mispriced has fueled buying interest after a steep selloff across AI infrastructure stocks. Traders remain divided over financing, leverage and sector concerns, while bulls point to the companys contracted AI/HPC business and CEOs comments as reasons for optimism.

PayPal Holdings, Inc. engages in the development of technology platforms that enable digital payments and simplifies commerce experiences on behalf of merchants and consumers worldwide. Its solutions include PayPal, PayPal Credit, Braintree, Venmo, Xoom, and Paydiant products. The firm also enables consumers to exchange funds with merchants using funding sources, which include bank account, PayPal account balance, PayPal Credit account, credit, and debit card or other stored value products. It operates through United States and Other Countries geographical segments. The company was founded in December 1998 and is headquartered in San Jose, CA.

PayPal Holdings Inc

Renewed takeover speculation is drawing attention, with traders linking reports of an unidentified West Coast tech buyer exploring an all-stock deal to Meta; no offer is confirmed, and some question whether the rumors will lead to a transaction. PayPals separate Muse partnership with Meta adds context to the speculation, while others argue the company should be valued on its own execution.

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 is caught in a broader neocloud and AI-infrastructure selloff, with traders citing Gartners warning about the sectors long-term viability and concerns over CoreWeaves debt spilling over to peers. Bulls argue Nebius is better positioned financially and view the decline as an indiscriminate dip, while bears see funding costs and AI-buildout risks across the sector.

Verastem, Inc. is a biopharmaceutical company, which engages in the development and commercialization of drugs for the treatment of cancer. The company was founded by Richard H. Aldrich, Michelle Dipp, Piyush Gupta, Satish Jindal, Eric S. Lander, Robert F. Weinberg, and Christoph H. Westphal on August 4, 2010 and is headquartered in Needham, MA.

Verastem Inc

Verastem is drawing attention after reporting encouraging early VS-7375 results in KRAS G12D cancers, led by a 50% confirmed response rate in a small second-line pancreatic cancer cohort, and FDA alignment on a planned Phase 3 trial. Traders welcomed the data and broader cancer activity but debated the small sample sizes and durability, while the concurrent share offering raised dilution concerns and tempered the rally.

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 caught in a broad neocloud and AI-infrastructure selloff amid concerns about CoreWeaves debt and financing costs, alongside Gartners warning that much planned AI infrastructure spending could be impaired. Traders are split between fearing further declines and buying the dip, with some arguing IRENs financing and contracted business differ from CoreWeaves; others see sector-wide risks and elevated rates as a drag.

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 rally has revived speculation that the former meme-stock runner could stage another squeeze, with traders citing concentrated insider ownership and reportedly scarce, costly shares to borrow as possible amplifiers if volume builds. Others caution that a squeeze is unconfirmed and point to the companys speculative, revenue-less business and history of sharp reversals.

Vertiv Holdings Co. engages in the design, manufacture, and service of critical digital infrastructure technology for data centers, communication networks, and commercial and industrial environments. The firm also offers power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa (EMEA). The Americas segment includes products and services sold for applications within the data center, communication networks and commercial and industrial markets in North America and Latin America. The Asia Pacific segment consists of products and services sold for applications within the data center, communication networks and commercial and industrial markets throughout Greater China, Asia, and India. The EMEA segment focuses on products and services sold for applications within the data center, communication networks, and commercial and industrial markets in Europe, Middle East, and Africa. The company was founded in 1946 and is headquartered in Westerville, OH.

Vertiv Holdings Co - Ordinary Shares - Class A

Vertiv Holdings Co

Vertivs selloff is being tied to a quarterly revenue miss and concerns about project timing and supply-chain execution, despite raised full-year guidance. Bulls view the issues as temporary and are buying the dip on continued AI data-center demand and a strong backlog, while bears worry about execution, valuation, and pressure on AI infrastructure stocks.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSMCs strong quarterly results and upbeat outlook, backed by robust AI-chip demand, are driving discussion as shares fall alongside a broader semiconductor selloff. Traders are split between viewing the drop as a buying opportunity and worrying that AI-spending doubts, higher rates and the costs of expanding capacity are overshadowing the earnings beat.

Dell Technologies, Inc. is a technology company, providing customers with a broad and innovative solution portfolio to help customers modernize their information technology (IT) infrastructure, address workforce transformation, and offer critical solutions that keep people and organizations connected. It operates through the following segments: Infrastructure Solutions Group (ISG) and Client Solutions Group (CSG). The ISG segment includes servers, networking, and storage, as well as services and third-party software and peripherals that are closely tied to the sale of ISG hardware. The CSG segment includes designs for commercial and consumer customers of desktops, thin client products, and notebooks. The company was founded by Michael Saul Dell in 1984 and is headquartered in Round Rock, TX.

Dell Technologies Inc - Ordinary Shares - Class C

Dell Technologies Inc

Dells sharp selloff is being tied to Barclays downgrade, which questioned whether enterprise AI spending is accelerating and argued that higher memory pricesnot stronger unit demandmay be driving revenue growth; broader AI-infrastructure weakness and inflation concerns added pressure. Traders are split between expecting further downside and viewing the drop as an overreaction and a buying opportunity, with some blaming short sellers or market manipulation.

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$SLS In biopharma communications, every word in a public statement is deliberate - especially from a CEO in a quiet period. 
 
&quot;Novel&quot; = new, previously undisclosed. You don&#39;t use the word &quot;novel&quot; to describe something already announced. If he were discussing existing data, he&#39;d say &quot;our clinical data&quot; or &quot;our program.&quot; 
 
&quot;Clinical&quot; = specific to patient trial outcomes. Not preclinical, not manufacturing, not regulatory strategy. Patient data. Trial results. 
 
&quot;Developments&quot; = findings, outcomes, results - not &quot;progress&quot; or &quot;pipeline&quot; or &quot;approach.&quot; 
 
Put it together: new, previously undisclosed patient trial results. 
 
He didn&#39;t say &quot;our clinical programs.&quot; He didn&#39;t say &quot;the science behind GPS.&quot; He said novel clinical developments - and then turned comments off. 
 
That phrase has one meaning in this context.

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$SLS “Novel Clinical Developments”

FOX &amp; Friends tomorrow morning.

All eyes on SLS for two platform cancer treatments.
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Rob Carroll

$SLS &quot;Novel Clinical Developments&quot;

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SELLAS Life Sciences Group Inc

 In biopharma communications, every word in a public statement is deliberate - especially from a CEO in a quiet period. 
 
"Novel" = new, previously undisclosed. You don't use the word "novel" to describe something already announced. If he were discussing existing data, he'd say "our clinical data" or "our program." 
 
"Clinical" = specific to patient trial outcomes. Not preclinical, not manufacturing, not regulatory strategy. Patient data. Trial results. 
 
"Developments" = findings, outcomes, results - not "progress" or "pipeline" or "approach." 
 
Put it together: new, previously undisclosed patient trial results. 
 
He didn't say "our clinical programs." He didn't say "the science behind GPS." He said novel clinical developments - and then turned comments off. 
 
That phrase has one meaning in this context.

@robcarroll all his messages carefully crafted by his legal team.

 all his messages carefully crafted by his legal team.

kvara

@robcarroll could be EAP? I.e. not strictly trial but clinical never the less?

 could be EAP? I.e. not strictly trial but clinical never the less?

Chris

@robcarroll I am in agreement with you 100%.  No way he does the interview without number 80 in hand.  IMO of course.

Bingo-Bango

 I am in agreement with you 100%.  No way he does the interview without number 80 in hand.  IMO of course.

@robcarroll You really took this one hook, line and sinker.  Trying to give Stooge credit for his language is cute.  Everything is fluff, which it sort of has to be at this point.  He still crosses the line IMHO, but I would definitely not read anything into it. 
 
$SLS

 You really took this one hook, line and sinker.  Trying to give Stooge credit for his language is cute.  Everything is fluff, which it sort of has to be at this point.  He still crosses the line IMHO, but I would definitely not read anything into it. 
 


The Legendary Mayor

@robcarroll &quot;Novel&quot; Does NOT mean new, previously undisclosed.  Why are you lying?   
 
$SLS

 "Novel" Does NOT mean new, previously undisclosed.  Why are you lying?   
 


@robcarroll &quot;Clinical&quot;?  Seriously?  And it doesn&#39;t mean anything you post other than that&#39;s the stage they&#39;re in.  Why would you think this was a good idea to highlight?  Oozes desperation and attempting to stay relevant.  
 
Typical $SLS

 "Clinical"?  Seriously?  And it doesn't mean anything you post other than that's the stage they're in.  Why would you think this was a good idea to highlight?  Oozes desperation and attempting to stay relevant.  
 
Typical 

@robcarroll &quot;Developments&quot; is boiler plate.  There&#39;s NOTHING that should be gleaned by this.   
 
$SLS

 "Developments" is boiler plate.  There's NOTHING that should be gleaned by this.   
 


@robcarroll The phrase has one meaning...boiler plate language to say we&#39;ll talk to the Fox News audience next week and we&#39;re working on our talking points.   
 
$SLS

 The phrase has one meaning...boiler plate language to say we'll talk to the Fox News audience next week and we're working on our talking points.   
 


@robcarroll And the sheister always turns the comments off.  Probably too much heat for people calling him a scammer or too many people exposing $SLS&#39;s shortcomings.

 And the sheister always turns the comments off.  Probably too much heat for people calling him a scammer or too many people exposing 