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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

IREN is caught in a broader selloff in AI data-center and neocloud stocks, amplified by Elon Musks warning that many operators could fail or consolidate as debt financing tightens. Traders debate whether IRENs customer contracts, infrastructure and AI demand distinguish it from weaker peers, or whether capital needs and execution risks justify further concern.

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 selloff as traders react to Elon Musks warning about industry consolidation and worries that tighter credit and heavy data-center spending could leave some AI infrastructure underfunded or underutilized. The community is divided: bears see financing and execution risks, while bulls argue Nebius is better positioned than weaker peers and that the sectors demand and contracts remain strong.

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 under pressure amid Elon Musks warning that debt-dependent neoclouds face failures and consolidation, amplifying concerns about the companys heavy borrowing, financing access and ability to turn AI demand into returns. Traders are divided between fears of insolvency and dilution and bullish arguments that demand, customer commitments and Nvidias backing could support the business; some also view Musks comments as self-interested.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Bitcoins sharp selloff and subsequent rebound are driving attention to MSTR as a leveraged proxy for the cryptocurrency. Traders are split between bullish dip-buying and short-squeeze arguments, and bearish concerns about further Bitcoin weakness and Strategys dilution and financing risks.

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

Traders are focused on a sharp selloff in AI data-center and neocloud stocks after Elon Musk warned that tighter debt markets could leave many operators struggling; concerns about financing, leverage and CoreWeaves exposure add to the pressure. Some see those risks as a broader threat to APLD, while others argue its contracted data-center pipeline, insider purchases and continuing AI demand make it better positioned than smaller operators.

MercadoLibre, Inc. engages in the development of an online commerce platform with a focus on e-commerce and related services. It operates through the following geographical segments: Brazil, Argentina, Mexico, and Other Countries. The Other Countries segment refers to Chile, Colombia, Costa Rica, Dominican Republic, Ecuador, Panama, Peru, Bolivia, Honduras, Nicaragua, El Salvador, Guatemala, Paraguay, Uruguay, and the United States of America. Its products provide a mechanism for buying, selling, and paying as well as collecting, generating leads, and comparing lists through e-commerce transactions. The company was founded by Marcos Eduardo Galperin on October 15, 1999 and is headquartered in Montevideo, Uruguay.

MercadoLibre Inc

MercadoLibres latest earnings have sparked debate: strong revenue growth was offset by declining profit and margin compression as the company invests heavily in shipping, logistics, and credit. Some traders view the selloff as an opportunity given the businesss growth, while others worry that profitability is lagging and the stocks expectations remain high.

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 is drawing attention amid a steep selloff across AI data-center stocks, with traders pointing to its convertible financing and dilution alongside broader concerns about tighter debt markets and Musks warnings about weaker neocloud operators. Bulls argue CIFRs powered-shell and long-term lease model sets it apart from GPU-heavy neoclouds, while bears focus on financing, execution and selling-pressure risks.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

EWZ is drawing attention after Brazils election resultLulas unexpected win over Flvio Bolsonarosparked a sharp selloff as traders reassessed expectations for a more market-friendly outcome and worried about political and economic uncertainty. The community is split between alarm over the drop and dip-buyers who view the reaction as excessive.

Petróleo Brasileiro SA engages in oil and gas exploration, production, and distribution activities. It operates through the following segments: Exploration and Production; Refining, Transportation, and Marketing; and Gas and Low Carbon Energies. The Exploration and Production segment covers the activities of exploration, development, and production of crude oil, natural gas liquid, and natural gas, for the primary purpose of supplying its domestic refineries. The Refining, Transportation, and Marketing segment refers to refining, logistics, transport, and trading of crude oil and oil products activities as well as exports of ethanol. The Gas and Low Carbon Energies represents the activities of logistic and trading of natural gas and electricity, transportation and trading of liquefied natural gas, generation and electricity by means of thermoelectric power plants, as well as holding interests in transporters and distributors of natural gas. The company was founded on October 3, 1953 and is headquartered in Rio de Janeiro, Brazil.

Petroleo Brasileiro S.A. Petrobras - ADR

Petroleo Brasileiro

Lulas runoff victory has challenged the Bolsonaro-election trade and raised concerns about political uncertainty and possible pressure on Petrobrass dividends. Traders are split between viewing the selloff as a buying opportunity given the companys low-cost oil production and seeing government intervention as a risk.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARAs sharp selloff and prolonged run of red sessions dominate discussion, with traders citing weakness across Bitcoin miners, concerns about Bitcoin-linked profitability and financing costs, and frustration that the AI/HPC pivot has yet to produce signed tenant leases. Sentiment is split between expectations of further losses, including around the upcoming earnings report, and dip-buyers who see the stock as oversold and due for a rebound.

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Michael Burry Stays Skeptical Of Alibaba After $10.2B AI Share Sale: ‘Issuing Shares Is Now Its New Paradigm’

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Burry’s comments come after Alibaba announced its June-quarter profit plunged 76% and capital expenditure jumped 75% on AI infrastructure.

4 Best-Performing Leveraged ETFs of Last Week 

These leveraged ETFs posted outsized gains last week as Alibaba, HPE and AI stocks rallied, while Rocket Lab's slump boosted an inverse leveraged ETF.

Direxion Shares ETF Trust - Direxion Daily BABA Bull 2X ETF

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<ul class="summary-bullets"><li>Michael Burry said that he won’t rebuy Alibaba stock, saying it would have to drop 50% from here before he looks at it again.</li><li>Alibaba is selling shares to raise $10.2 billion, and all of the net proceeds will be used to boost its “full stack” AI capabilities.</li><li>It would be the biggest primary follow-on offering ever by a company listed in Hong Kong.</li></ul>Michael Burry said on Sunday that he wouldn’t return to Alibaba Group Holding Ltd. (BABA) after the Chinese technology company disclosed a $10.2 billion share placement to fund its artificial intelligence ambitions.On X, he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/michaeljburry/status/2091519948476830137?s=20">said</a>, “I will not flip any of that back to #Alibaba, as issuing shares is now its new paradigm,” adding that the stock would have to fall by half even for him to consider buying it. The investor who became famous for his bet against subprime mortgages said he turned his Alibaba stock into a large JD.com Inc. (JD) position a few months ago.<figure class="image"><a class="st-link-external" href="https://x.com/michaeljburry/status/2091519948476830137" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_08_23_at_1_56_10_PM_b23581548a.png" alt="Screenshot 2026-08-23 at 1.56.10 PM.png" width="940" height="710"></a><figcaption>Source: @michaeljburry</figcaption></figure><h2 class="st-heading-2">&nbsp;Alibaba Plans $80B Share Sale To Fund Full-Stack AI Push</h2>Alibaba said it proposed to offer to non-U.S. persons outside the United States newly issued ordinary shares for a total consideration of HK$80 billion, subject to market and other conditions. All net proceeds would be used to invest in the company’s “full stack” AI capabilities, including chips, infrastructure and the development and deployment of AI models, it said.Alibaba was offering 710 million shares at HK$112.70 each, a 3.6% discount to the closing price of its American depository receipts on Friday. The sale would be the largest primary follow-on offering ever by a Hong Kong-listed company.<a href="https://stocktwits.com/symbol/BABA">BABA stock</a> closed below 8% on Friday. On Stocktwits, retail sentiment around BABA&nbsp; remained in the ‘extremely bullish’ zone accompanied by ‘extremely high’ chatter levels over the past day.<a href="https://stocktwits.com/news-articles/markets/equity/alibaba-ceo-eddie-wu-says-company-is-in-a-superior-position-for-ai-boom-as-q1-cloud-revenue-surges-45/cZYIN6iRJmn">Alibaba posted June quarter results</a> that showed the cost of its AI build-out. While sales increased 9% to 269 billion yuan and net profit attributable to ordinary shareholders fell 76%, but capital expenditure rose 75% to 68 billion yuan, mainly due to AI infrastructure investments.&nbsp;<h2 class="st-heading-2">Burry Exited His BABA Position In June</h2>In early April, Burry started a new position in Alibaba at just over 6% of his portfolio, telling his Substack followers that recent weakness in the shares offered an attractive entry point. However, in late June, he said he had sold his Alibaba stock and bought more JD.com, Adobe (ADBE), and Fiserv (FI).&nbsp;He has since named JD as one of his three best positions, arguing that the money would rotate into Hong Kong and Chinese equities as enthusiasm for AI memory stocks continues to wane. Burry has also shorted Nvidia (NVDA), Micron (MU), Applied Materials (AMAT), and Palantir (PLTR) in AI and semiconductor stocks.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/ethereums-netflix-moment-could-send-eth-to-10k-by-2029-as-bitcoin-eyes-81-k/cZYhiqXRJVv">Ethereum’s ‘Netflix Moment’ Could Send ETH To $10K By 2029 As Bitcoin Eyes $81K</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 Michael Burry attends "The Big Short" New York screening Ziegfeld Theater on November 23, 2015 in New York City. 

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Current Price	$7.36
Prev Close	$7.69
Open	$7.46
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52-Week High	$24.48
52-Week Low	$6.87
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