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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

A fiscal Q4 revenue miss and large non-cash write-down tied to decommissioning bitcoin-mining equipment are driving the selloff, alongside concerns about heavy AI infrastructure spending, funding needs and execution. Traders remain divided, with bears criticizing management and dilution risk while bulls focus on accelerating AI Cloud growth, contracted capacity and an undisclosed frontier-AI customer.

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

Hawkish Federal Reserve commentary tied to the Jackson Hole symposium has intensified concerns about rate hikes, weighing on SoFi as a high-beta, rate-sensitive fintech and driving sharp volatility. Traders are divided between bears expecting further downside and bulls arguing that potential hikes are already reflected in guidance and viewing the pullback as an accumulation opportunity, with possible S&P 500 inclusion and a Visa partnership remaining speculative upside catalysts.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

A post-earnings selloff is driving attention after Marvell delivered a modest beat and raised its multi-year outlook, but investors focused on near-term gross-margin pressure and the delayed contribution from the Google AI-chip agreement, which some traders viewed as already priced in. The community is split between bears citing stretched valuation and an AI-trade reset, and dip buyers who see custom silicon, data-center growth, and the upcoming investor day as longer-term positives.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

Strong Q2 results and a long-term GPU infrastructure lease have focused attention on Boost Runs rapid AI-cloud expansion, contracted demand, and NVIDIA partnership. Traders remain divided between bullish views on the growth outlook and concerns about warrant-related dilution, potential capital needs, and execution risk amid a broader neocloud selloff.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

A Ninth Circuit ruling allowing states to pursue bans or enforcement against sports event contracts was viewed as a win for DraftKings, potentially strengthening traditional sportsbooks regulatory position against Kalshi and other prediction-market platforms. Traders remain divided over whether DraftKings own prediction-market expansion will drive growth or intensify regulatory and margin risks, with NFL-season demand adding to the bullish case.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

SpaceXs FCC request for scrutiny of Rocket Labs planned Iridium acquisition has raised regulatory and spectrum-dispute concerns, contributing to selling pressure and debate over merger-arbitrage dynamics. Traders are split between viewing the filing as a threat to deal approval and seeing SpaceXs involvement as validation of Iridiums strategic value, while dilution and Neutron delays add to bearish sentiment.

Affirm Holdings, Inc. operates a platform for digital and mobile-first commerce. Its platform consists of three core elements: a point-of-sale payment solution for consumers, merchant commerce solutions, and a consumer-focused app. The company was founded by Max R. Levchin in 2012 and is headquartered in San Francisco, CA.

Affirm Holdings Inc - Ordinary Shares - Class A

Affirm Holdings Inc

A quarterly earnings beat and stronger-than-expected forward outlook have driven attention, with traders highlighting Affirms growth, profitability and BNPL expansion. The community is split after the initial rally faded, with bulls viewing the pullback as a buying opportunity while bears point to valuation, credit-risk concerns, profit-taking and broader rate-related weakness.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

Gold is drawing attention amid a sharp pullback tied to traders reaction to Kevin Warshs hawkish policy signals, with a firmer dollar and shifting rate-hike expectations weighing on bullion. The community is divided between short-term bears citing overbought conditions and further downside risk, and longer-term bulls who view Treasury bond-buyback operations, fiscal concerns, and currency debasement as supportive for gold.

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

A sharp selloff in AI and data-center stocks, amplified by rising Treasury yields, rate concerns and sympathy weakness in IREN, is driving attention around APLD. Traders are also debating managements lack of fresh updates, while bulls argue the decline is disconnected from its contracted data-center backlog and upcoming project milestones.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

A sharp post-earnings reversal is driving attention, with traders attributing the decline to profit-taking, options positioning and concern that a hawkish Federal Reserve outlook could pressure high-beta AI stocks. Bulls argue Nvidias growth outlook remains compelling, while bears say the rally was priced in and question AI-capex sustainability and circular financing.

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