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Invesco QQQ Trust Series 1

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. 

Elon Musks warning that tighter debt markets could drive failures and consolidation among neocloud providers has intensified concerns about AI-data-center financing and weighed on NBIS. Traders are divided: bears see sector-wide funding and execution risks, while bulls argue Nebius is better positioned because it secured Citi financing and has major customer contracts.

Aventus Network

AVT is drawing attention amid a volatile rebound in a thinly traded, low-float token, with traders watching volume and resistance levels for signs of a breakout. Bullish squeeze talk and Aventus Clouds decentralized-compute updates are balanced by concerns about concentrated holdings, selling pressure, and pump-and-dump swings.

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

Elon Musks warning that neocloud companies could face failures and consolidation, alongside concerns about debt-fueled data-center expansion and tighter financing, is weighing on IREN and its peers. Traders debate whether the warning is competitive-sector FUD or a real funding risk; bulls point to IRENs contracts and AI demand, while many remain concerned about execution and the steep selloff ahead of earnings.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Brazilian election developments have driven sharp swings in NU alongside other Brazilian equities. Traders are divided between treating election-related weakness as a buying opportunity and worrying about policy and economic uncertainty, while some point to the companys earnings and growth as longer-term support.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

Lula da Silvas unexpected election victory over Flvio Bolsonaro has sparked a sharp selloff in Brazilian equities, with traders citing uncertainty over the countrys economic direction and the reversal of expectations for a more market-friendly result. The community is divided between treating the drop as an overreaction and a buying opportunity, and expecting further weakness.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisks sharp slide ahead of its earnings report is dominating discussion, with traders focused on whether strong results and guidance can reverse the selloff or be met with further sell-the-news pressure, as seen in Western Digitals reaction. Bulls point to AI-driven storage demand and view the decline as an oversold opportunity, while bears worry about a cyclical downturn, Chinese NAND competition, and the sustainability of current earnings.

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

Applied Digital is under pressure amid Elon Musks warning that tighter financing could force consolidation among AI neoclouds, fueling a broader selloff in data-center stocks. Traders debate whether APLDs contracted leases and insider purchases set it apart or whether debt and funding concerns leave it exposed to sector weakness.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforces planned acquisition of Braze is driving discussion, with some traders viewing it as an expansion of its AI-powered marketing capabilities while others question the price and whether the strategic benefits will justify it. The deal has also prompted debate about Salesforces broader acquisition strategy and the time needed to realize returns.

Select Sector SPDR Trust (The) - State Street Technology Select Sector SPDR ETF

Technology Select Sector SPDR Fund

XLK is drawing attention amid technology-sector weakness, poor breadth and underperformance versus defensive sectors, with traders pointing to AI-spending doubts and higher-rate concerns. Some view the pullback as a healthy rotation or buying opportunity, while others see risks of further tech declines.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Venture Globals reported long-term LNG supply agreement with China Gas is drawing attention, alongside broader discussion of new customer contracts and continued demand for U.S. LNG. Traders view the agreements as added demand visibility, while some question whether locking in future volumes limits exposure to higher spot prices; the stock also remains sensitive to geopolitical energy headlines and concerns about debt and arbitration.

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Olfactory Biosciences Corp

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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