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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 trigger failures and consolidation among AI neocloud providers has fueled selling in Nebius and its peers, amid broader concerns about debt-funded data-center expansion. Traders are divided: bears see financing and execution risks, while bulls argue Nebius is better positioned because it secured funding and says it can complete its planned buildout.

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

Elon Musks warning that many neocloud providers could fail or consolidate has intensified selling in CoreWeave, with traders also focused on its debt load and access to financing. Bearish posts fear the credit risks could threaten the business, while bulls argue the concerns are overstated and point to Nvidias backing and demand for AI compute.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

Brazils presidential runoff result, with Lula defeating the market-favored Bolsonaro, is driving discussion of a sharp EWZ selloff and heightened political and economic uncertainty. Traders debate whether the move is an overreaction and buying opportunity, while others point to downside hedging and further risk.

SPDR Series Trust - State Street SPDR S&P Biotech ETF

SPDR S&P Biotech ETF

A broad biotech-sector pullback, which traders attribute to rising-rate concerns, risk-off sentiment and rotation away from small-cap growth, is driving discussion around XBI. Some see support near its 200-day average and are buying the dip, while others warn the decline may continue; upcoming biotech data and M&A activity are viewed as potential supports but not confirmed catalysts.

Axsome Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which engages in the development of novel therapies for the management of central nervous system disorders. Its portfolio consists of Products Overview and Pipeline Overview. The Products Overview includes Auvelity and Sunosi. The Pipeline Overview refers to AXS-05, AXS-07, AXS-12, and AXS-14. The company was founded by Herriot Tabuteau on January 12, 2012 and is headquartered in New York, NY.

Axsome Therapeutics Inc

AXSMs steep selloff has focused attention on whether Auvelitys launch for Alzheimers-related agitation is gaining traction, with investors looking to the Q3 results for clearer prescription and sales evidence. Bulls argue that samples and long-term-care channels may be obscuring uptake, while skeptics point to lackluster visible prescription growth, high spending and managements silence as sources of uncertainty.

GE Vernova, Inc. engages in the electric power industry. It operates through the following segments: Power, Wind, and Electrification. The Power segment offers design, manufacture, and servicing gas, nuclear, hydro, and steam technologies, providing a critical foundation of dispatchable, flexible, stable, and reliable power. The Wind segment manages wind generation technologies, including onshore and offshore wind turbines and blades. The Electrification segment refers to the grid solutions, power conversion, electrification software, and solar and storage solutions technologies required for the transmission, distribution, conversion, storage, and orchestration of electricity from point of generation to point of consumption. The company was founded November 9, 2021 and is headquartered in Cambridge, MA.

GE Vernova Inc.

GE Vernovas sharp selloff is drawing attention amid weakness in AI-infrastructure stocks, with traders debating whether a bearish analyst rating and concerns about data-center spending and financing outweigh the companys power-equipment backlog and long-term demand. The discussion also centers on the approaching quarterly earnings report, with views split between expecting a rebound and warning that valuation and market pressures could prolong the decline.

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 quarterly results and forward guidance dominate the discussion, with traders focused on whether member growth and lending strength can offset weakness in its technology platform. Bulls expect strong results to help the beaten-down shares, while skeptics cite cautious guidance, macro and rate pressures, and a pattern of post-earnings selloffs as reasons for continued downside risk.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians upcoming quarterly report is the main focus, with traders debating whether delivery growth and the R2 ramp can improve margins and guidance. The stocks steep slide has intensified concerns about cash burn, profitability, and execution, while some investors expect results to ease the bearish sentiment.

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 steep selloff is fueling debate over its exposure to Bitcoin and the broader crypto-miner/AI infrastructure downturn, with traders also questioning whether its AI/HPC pivot can deliver signed leases amid uncertainty around the Long Ridge deal. Bears cite weak performance, financing and dilution concerns, while some traders see oversold conditions and are buying for a potential rebound; no clear consensus has emerged ahead of the next earnings report.

Direxion Shares ETF Trust - Direxion Daily MSCI South Korea Bull 3X ETF

Direxion Daily South Korea Bull 3X Shares

Sharp swings in South Korean equitiesespecially chip-heavy Samsung and SK Hynixare driving discussion, with traders linking the pressure to concerns about AI-related stocks and debating whether KORUs steep drop is an oversold buying opportunity or a warning of further losses. The ETFs 3x daily leverage magnifies the volatility, while Goldman Sachs lower KOSPI outlook adds to the bearish case.

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Zomato Ltd.

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BABA, BIDU, SKHY in Focus: Morgan Stanley Sees More Downside In Chinese Stocks, Goldman Sachs Cuts KOSPI Target

SK Hynix is drawing attention amid volatile trading in memory and AI-chip stocks, as traders debate whether concerns about AI spending, memory-cycle risks and Korean-market selling outweigh strong HBM demand and low valuations. Bulls are buying the pullback and anticipating support from earnings or shareholder returns, while bears argue the sector downturn may continue.

Equity

Asian markets face fresh headwinds as Morgan Stanley flags valuation risks in China and Goldman Sachs turns cautious on South Korea’s earnings outlook.

SK Hynix Stock Rises: Korean Memory Giant Reportedly Weighs $12B Special Dividend From Kioxia Gains

The company is expected to announce its plans alongside third-quarter earnings on Wednesday.


Intel vs. SK Hynix: Revenue Trends to Help Investors Weigh Which Artificial Intelligence Stock to Buy

Key PointsSK Hynix currently displays a stronger overall revenue trajectory than Intel, as it successfully overtook its counterpart and maintained the lead throughout the majority of the past eight comparable quarters...

Stocks making the biggest moves midday: Chevron, CrowdStrike, American Express, SK Hynix & more

Here are some of the companies making headlines in midday trading...

EXCLUSIVE: Korea's Chip Selloff Flashes Rare 'Capitulation' Signal Ahead of SK Hynix Earnings, Analyst Says

Korea capitulation signal hits EWY as SK hynix earnings near. MarketVector's Martin Leinweber tells Benzinga what history shows and the line to watch.read more...

Why Is SK hynix Stock Surging Friday?

SK hynix (SKHY) rose nearly 5% premarket after halting U.S. IPO plans for its Solidigm unit to protect existing shareholder value.read more...

Futures Wobble After AI Bloodbath As Brent Hits $114, France Braces For Moody's

Futures Wobble After AI Bloodbath As Brent Hits $114, France Braces For Moody's

 US futures are lower, erasing a modest overnight bounce, as markets scramble after Thursday's violent AI liquidation while oil rises again: Brent hit the highest level since May after the Houthis fired...

MU, SNDK, SKHY Stocks Bounce After Thursday’s Markdown, But Strategists Split: ‘Great Buying Opportunity’ Versus ‘The Kospi Has Peaked’

In an interview with CNBC, Strategas’ Chris Verrone said the semiconductor sell-off appeared technical rather than fundamental and could present a buying opportunity.


Even With SOXX and DRAM Down Between 24% and 42% From Their Highs, I'd Still Rather Buy This Vanguard ETF for Semiconductor Stock Exposure

Key PointsMicron, Samsung Electronics, and SK Hynix are driving gains in the Roundhill Memory ETF...

SK Hynix Shelves Solidigm IPO Plans Amid Chip-Stock Correction and Market Volatility: Says Does Not Reflect Any Change in 'Growth Prospects or Investment Needs'

SK Hynix put a planned U.S. listing of its Solidigm chip unit on hold Friday, citing capital market conditions and share price trends.read more...

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

Bullish Sentiment

<ul class="summary-bullets"><li>Morgan Stanley sees Chinese offshore stocks falling another 10%-15% before reaching historical valuation levels.</li><li>Goldman Sachs cut its 12-month KOSPI target, citing volatility and slowing earnings momentum.</li><li>AI-linked stocks, including those of chip firms and neocloud operators, have fallen sharply in October as investors question AI spending sustainability.</li></ul>Chinese and South Korean stocks could face further pressure as investment banks cut their market outlooks amid intense volatility, particularly the sharp selloff in AI-linked stocks.In new notes, Morgan Stanley warned that Chinese offshore stocks could fall another 10%-15% before reaching historical valuation levels and Goldman Sachs lowered its 12-month target for South Korea’s KOSPI index to 9,000 from 12,000, citing heightened volatility and slowing earnings momentum.Shares of Chinese tech heavyweights Alibaba Group (<a class="mention" data-mention="$BABA" data-symbol-id="BABA" href="https://stocktwits.com/symbol/BABA" target="_blank">BABA</a>) and Baidu (BIDU) fell 0.1% and 0.3%, respectively, in overnight trading ahead of Monday. SK Hynix (SKHY), which listed on Nasdaq in July, gained 2.3% after&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sk-hynix-stock-rises-korean-memory-giant-reportedly-weighs-12-b-special-dividend-from-kioxia-gains/cZUdNJeRBUU">reports</a> of plans for a major dividend payout.&nbsp;The Direxion Daily South Korea Bull 3X ETF (KORU) declined 0.8%, while the KraneShares CSI China Internet ETF (KWEB) rose 0.6%.<h2 class="st-heading-2">Morgan Stanley Sees Downside In Chinese Stocks</h2>Chinese offshore shares may fall another 10%-15% to reach their historical valuation of about eight times 12-month forward earnings, or the historical bottom, Morgan Stanley said, according to a Bloomberg report. Mainland-listed equities could see a similar de-rating to about 10 to 11 times forward earnings.“Concerns over selling caused by trust tax, pressure on e-commerce, a weakening macro and elevated global market volatility has caused an acceleration of China’s market correction,” the analysts wrote, adding that developments over the past two weeks had further worsened the negative momentum.China’s onshore equities are already in a bear market, while the global retreat in AI stocks has added to the pressure. Morgan Stanley said it continues to favor mainland-listed stocks, citing government support and greater exposure to AI and innovation companies.<h2 class="st-heading-2">Goldman Sachs Cuts KOSPI Target As AI Selloff Spreads</h2>Goldman Sachs lowered its 12-month target for South Korea’s KOSPI index as the market faces mounting pressure, even though the current target implies a 60% upside, according to a CNBC report.The index has fallen about 40% from its record high, and its price-to-earnings ratio is around 4x, roughly three standard deviations below its historical average, CNBC reported, citing Goldman Sachs.Goldman also highlighted opportunities beyond memory chips, estimating that non-memory stocks, which account for roughly half the index, remain more than 30% undervalued.&nbsp;<h2 class="st-heading-2">AI Selloff</h2>The trimming of targets comes amid a brutal month for AI-linked stocks, with the selloff initially hitting chipmakers before&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crwv-iren-nbis-extend-slide-elon-musk-says-buying-a-neocloud-is-pointless/cZUdlrjRBUM">spreading</a> to neocloud companies such as CoreWeave (CRWV), IREN (IREN) and Nebius Group (NBIS).Investors have grown increasingly concerned about the sustainability of AI infrastructure spending, the capital-intensive nature of data center expansion and the debt required to fund it.&nbsp;<h2 class="st-heading-2">Retail View On Chinese, Korean Equities</h2>On Stocktwits, the retail sentiment was ‘neutral’ for BABA, ‘bearish’ for BIDU and KWEB, and ‘bullish’ for SKHY and KORU.&nbsp;“$KORU In late 2026, the KOSPI broke global records. Driven by dramatic downgrades in AI sentiment and heavy retail deleveraging, the index's forward P/E dropped to the 4.0x–4.2x range,” a trader&nbsp;<a href="https://stocktwits.com/Commodity_Cafecito/message/667328127">wrote</a>.&nbsp;“This represents the lowest valuation of any major trillion-dollar stock market worldwide since trackable data began in 2006,” they added.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nebius-ceo-admits-neocloud-financing-has-tightened-says-company-has-enough-to-build-its-gigawatt/cZUd80tRByG">Nebius CEO Admits Neocloud Financing Has Tightened, Says Company Has Enough To Build Its Gigawatt&nbsp;</a>&nbsp;

A trader works on the floor of the New York Stock Exchange (NYSE) at the opening bell in New York on March 24, 2026. European and US stocks resumed sliding and oil prices jumped on Tuesday as traders turned cautious over the prospect of a negotiated agreement between the United States and Iran to end the Middle East war. (Photo by ANGELA WEISS / AFP via Getty Images)

Alibaba Group Holding Ltd

Baidu Inc - ADR

$SNDK

$STX

$SKHY

Memory stocks have been one of the market's most volatile trades this year and are down sharply in recent weeks. Which are you most interested in buying or adding to on this pullback? Vote and explain your reasoning in the comments.

Which memory stock are you most tempted to buy on the pullback: $MU, $SNDK, $STX, or $SKHY? 
 
Drop a comment if you prefer $DRAM or another memory play.

Stocktwits

Micron Technology Inc

Sandisk Corp

Seagate Technology Holdings Plc

Roundhill ETF Trust - Roundhill Memory ETF

Which memory stock are you most tempted to buy on the pullback: 

Stocktwits Polls

Investors are weighing the impact of canceled IPO plans for Solidigm, with some seeing better value in retaining the subsidiary assets.

Anticipation builds for quarterly earnings with strong expectations for record profits, aggressive buybacks, and HBM demand.

Critics and bulls alike are questioning the extremely low forward P/E ratios, with many calling the stock a deep-value opportunity.

The stock's tight correlation with broader Korean index instability and institutional selling pressure has sparked widespread frustration.

Current Price	$137.02
Prev Close	$131.69
Open	$136.61
Dividend Yield	N/A
50-Day Moving Average	$169.86
Beta	5.61
Avg. Volume	19.25M
PE Ratio	8.82

52-Week High	$199.87
52-Week Low	$124.80
Market Capitalization	$998.69B
EPS (Annual)	$4.37
Price to Book	5.75
Revenue Per Employee	$1.98M

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