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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

CoreWeaves steep selloff is being driven by concern that its debt-funded AI infrastructure expansion could become difficult to finance as bond yields rise, amplified by an analysts warning that shareholders could be wiped out if AI spending weakens. Bears see serious credit and dilution risks, while bulls argue the concerns are overblown given the companys backlog and ongoing AI demand.

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

SOFIs steep selloff and move to new lows are being linked by traders to hot inflation, rising Treasury yields and renewed rate-hike fears, alongside broader market weakness that is weighing on rate-sensitive fintech and lending stocks. The decline has sparked anger and criticism of management and past share dilution, while some holders call the drop an overreaction and are buying or waiting for earnings; others expect further downside.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas launch of Regna AI with Palantir is driving attention, with traders focused on its potential to bring sovereign, mission-specific AI to Ondas defense and autonomous systems. Reactions are divided: some see a new growth opportunity, while skeptics question its commercial value and dilution risks, especially as the share price has continued to weaken amid short-selling concerns and broader market pressure.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

The FDA expanded Anktivas label to include high-grade papillary-only, BCG-unresponsive bladder cancer, ahead of the scheduled decision, broadening the treatments eligible patient population. Traders largely view the approval as a significant commercial positive, but many are frustrated by the stocks muted reaction and speculate that short covering could amplify a later move.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Digitals convertible-note financing has fueled a sharp selloff, with traders focused on potential dilution and the timing of the raise; some view the zero-coupon funding as a way to finance AI and HPC data-center expansion and are buying the dip, while others fear further downside. The offering also includes an exchange of existing notes for shares, adding to dilution concerns.

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A hotter-than-expected inflation reading is fueling concern about higher-for-longer rates and further Fed hikes, alongside a sharp selloff in tech and semiconductor shares. Traders are also debating whether AI valuations and spending are coming under pressure, while some see the decline as an overreaction and look for a bounce.

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 cited elevated valuation and no clear AI-driven growth inflection across enterprise hardware. Traders debate whether the note exposes concerns about revenue quality and fading AI momentum or is an overreaction, with some accusing analysts of manipulation while others buy the dip.

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 segments: Walmart U.S., Walmart International, and Sam's Club U.S. 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 U.S. 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

Heavy call buying and a strong rebound are driving bullish chatter, with traders pointing to dip-buying and a possible technical breakout. Others warn the move may fade and question Walmarts elevated valuation, while some view the retailer as a defensive choice amid inflation and consumer budget pressures.

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

APLD is caught in a sharp selloff across AI infrastructure and neocloud stocks, with traders pointing to inflation and interest-rate concerns and peers debt and financing risks despite the companys strong earnings and contracted demand. The community is split between buying the drop on an unchanged long-term data-center thesis and worrying that sector weakness, capital needs, and persistent selling could push shares lower.

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A hotter-than-expected September CPI reading is dominating discussion, with traders linking the inflation surprise to increased rate-hike fears and a broad market selloff. Many expect further downside, while others call the reaction overdone and look for a bounce; rising oil prices and concerns about AI-related valuations are also cited as pressures.

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