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Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energys strong third-quarter results and raised full-year outlook have been overshadowed by a sharp share-price decline, with traders focused on negative cash flow, heavy investment in capacity, and high expectations after a major run-up. Bulls call the selloff an overreaction and see continued data-center power demand as supportive, while bears question the valuation and the sustainability of cash generation.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor-sector selloff and broader Nasdaq weakness have hammered SOXL, as traders debate whether concerns about AI spending and financing, alongside rising oil prices and geopolitical tensions, signal deeper trouble for chip stocks. The community is split between expecting further declines and buying an oversold dip, with some noting that SOXLs 3 daily leverage magnifies the volatility.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Moderna sold off sharply after leaked Phase 3 melanoma-vaccine results showed a 42% lower risk of recurrence or death with the vaccine plus Keytruda versus Keytruda alone. Traders are divided over whether the decline is an overreaction to positive data or a sell-the-news repricing after a steep rally, with concerns about lofty expectations and commercial prospects.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A sharp Nasdaq-led selloff, driven by doubts about returns on heavy AI spending after major tech earnings and compounded by rising oil and geopolitical concerns, is weighing on QQQ. Traders are debating whether the decline signals deeper trouble for the AI trade or a pullback due for a bounce.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Concerns about heavy AI spending and uncertain returns, alongside rising oil prices tied to Middle East tensions, accompanied a pullback in the S&P 500. Traders debated whether the weakness signals a broader downturn or a rotation out of tech, with some expecting a rebound and others warning of further losses.

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. 

Nebiuss new Citi financing for its AI data-center and GPU expansion is driving discussion amid a sharp selloff across neocloud stocks. Traders are split on whether the facility demonstrates access to capital and supports growth, or adds leverage and refinancing risk; many also attribute the pressure to broader weakness in AI infrastructure shares.

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

IRENs sharp decline and repeated 52-week lows are drawing attention amid a broad selloff in AI and neocloud infrastructure stocks. Traders debate whether debt-funded data-center expansion and sector risk justify further downside, while bulls view the shares as oversold and point to the companys contracts and infrastructure as reasons to hold or buy the dip.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

ASTS is under pressure amid concerns that satellite deployment is slipping: traders repeatedly point to the lack of a firm launch date for the next BlueBird satellites and uncertainty about launch capacity and commercial rollout. SpaceXs push into direct-to-cell connectivity adds to competitive worries, while the community is split between bearish doubts about execution and dip-buying conviction in ASTSs longer-term opportunity.

NANO Nuclear Energy, Inc. is a microreactor and nuclear technology company, which provides supply energy services. Its products in technical development are ZEUS, a solid core battery reactor, and ODIN, a low-pressure coolant reactor. The company is founded by Jiang Yu in February, 2022 and is headquartered in New York, NY.

Nano Nuclear Energy Inc.

NNE is being discussed amid a sharp, broadly shared selloff across nuclear and small-modular-reactor stocks, with traders describing the weakness as sector-wide rather than company-specific. Some see the pullback as a chance to accumulate on the long-term nuclear and AI-power-demand thesis, while skeptics point to NNEs pre-revenue status and commercialization risks.

Forgent Power Solutions, Inc. is a holding company, which engages in the design and manufacture of electrical distribution equipment used in data centers, power grid, and energy-intensive industrial facilities. It also offers powertrain solutions and standard and custom products. The company was founded on July 21, 2025 and is headquartered in Dayton, MN.

Forgent Power Solutions Inc. - Ordinary Shares - Class A

Forgent Power Solutions Inc.

Forgent shares drew attention after a steep selloff following CFO Ryan Fiedlers departure, which sparked speculation about possible financial issues despite the company saying he was leaving for family reasons and would support the transition as a consultant. The companys appointment of an internal successor and preliminary results above guidance prompted some traders to call the drop an overreaction, while others remained concerned about managements communication and lingering uncertainty.

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F5 and Telenor Partner to Build the AI Service Plane for Sovereign AI on NVIDIA-powered AI Factory Infrastructure

F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today announced that Telenor AI Factory has selected F5 BIG-IP Next for Kubernetes as an intelligent AI service plane for its NVIDIA-powered sovereign AI infrastructure. Telenor AI Factory is designed to help...

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F5 Positioned as Market Shaper in the Gartner Emerging Market Quadrant for AI Application Security

F5 (NASDAQ: FFIV), the global leader in delivering and securing every app and API, today announced it has been positioned by Gartner in the Market Shapers quadrant of the September 2026 Emerging Market Quadrant for AI Application Securityone of only two vendors to be recognized in that position.[1...

F5, Inc. engages in the business of multi-cloud application services. The firm's products include F5 distributed cloud services, F5 NGINX, F5 BIG-IP, and F5 Systems. It operates through the following geographical segments: Americas, EMEA, and APAC. The company was founded on February 26, 1996 and is headquartered in Seattle, WA.

F5 Inc

F5 Stock Slides 4% After Confirmation Of Cyberattack By A Nation-State Actor 

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F5 Inc. (FFIV) on Wednesday confirmed that a sophisticated cyberattack linked to a nation-state actor breached parts of its internal systems in August.&nbsp;In a U.S. Securities and Exchange Commission (SEC) filing, F5 said that it took immediate steps to contain the intrusion and brought in external cybersecurity specialists to assist with the response and investigation.The security incident, first identified on August 9, 2025, involved unauthorized access to some of the company’s development and engineering environments. F5 stated that its containment measures have been effective so far, with no signs of further malicious activity since they were put in place.&nbsp;<a href="https://stocktwits.com/symbol/FFIV">F5 stock</a> traded over 4% lower on Wednesday afternoon. On Stocktwits, retail sentiment around the stock shifted to ‘neutral’ from ‘bearish’ territory the previous day. Message volume improved to ‘normal’ from ‘low’ levels in 24 hours.<figure class="image"><img style="aspect-ratio:937/108;" src="https://news.stocktwits-cdn.com/Screenshot_2025_10_15_124922_png_0e880fcf99.webp" alt="FFIV’s Sentiment Meter and Message Volume as of 12:35 p.m. ET on Oct. 15, 2025 | Source: Stocktwits" width="937" height="108"><figcaption>FFIV’s Sentiment Meter and Message Volume as of 12:35 p.m. ET on Oct. 15, 2025 | Source: Stocktwits</figcaption></figure>According to F5, the attackers were able to maintain a persistent presence in specific systems, including the BIG-IP product development environment and engineering knowledge management platform. During this time, some files were stolen, including portions of the BIG-IP source code and data about unreleased security vulnerabilities the company was working to address.“We have no evidence of modification to our software supply chain, including our source code and our build and release pipelines,” the company added.&nbsp;&nbsp;F5&nbsp;stated that it has not faced any significant operational disruptions and is evaluating potential financial effects from the incident. The company focuses on protecting and managing applications across multiple cloud platforms. It provides services for online fraud prevention, network security, and access control.&nbsp;F5 stock has gained over 30% in 2025 and over 51% in the last 12 months.&nbsp;Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/applied-digital-stock-nudges-40-mark-as-ai-infrastructure-continues-to-spur-retail-investors-interest/ch6FRAFR3ND">Applied Digital Stock Nudges $40 Mark As AI Infrastructure Continues To Spur Retail Investors’ Interest</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the F5, Inc. logo is seen displayed on a smartphone screen.

The security incident, first identified on Aug. 9, 2025, involved unauthorized access to some of F5’s development and engineering environments. 

$CRWD

$PANW

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Cybersecurity is one of the market's most crowded trades right now, and $CRWD, $PANW, $NET, and $ZS each represent a different bet on where the next leg of growth comes from. If you had to put your money behind just one for the next 12 months, which are you choosing? Explain your reasoning in the comments.

Which cybersecurity stock will post the best performance over the next 12 months? 
 
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