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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. 

A Gartner warning about neocloud providers long-term viability, alongside CoreWeaves debt and bond-market stress, has weighed on NBIS and other AI infrastructure stocks. Traders are divided between viewing the selloff as a sector-wide overreaction and a buying opportunityarguing Nebius is better financed than CoreWeaveand worrying about the sustainability of AI infrastructure spending.

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 neocloud-sector selloff as concerns over CoreWeaves debt and bond yields, alongside Gartners warning about the sustainability of AI infrastructure spending, weigh on the group; hot inflation data is adding pressure. Traders are split between fearing further losses and buying the dip, with some arguing IRENs financing and contracted revenue make it less exposed than CoreWeave.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

A high-volume rebound after a steep selloff has drawn attention, with traders crediting CEO Paul Pragers CNBC defense of TeraWulfs AI/HPC business model and Morgan Stanleys reiterated view that shares are mispriced. The move is being debated as a possible reversal or a temporary bounce amid broader concerns about financing costs and AI data-center stocks.

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 sharp rebound follows Nvidia CEO Jensen Huangs reassurance that the company is strengthening and its cost of capital is declining, after debt and bond-market concerns fueled a steep selloff. Traders are buying the dip and anticipating short covering, while skeptics argue that distressed debt signals remain unresolved and the bounce may be temporary.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNows AI Passport launch, with NVIDIA as its first partner, is drawing attention as traders view the agent-governance product as a way to monetize enterprise AI. The rally is also being framed as a rotation into software from chip stocks, though traders disagree on whether the breakout will hold or fade near resistance.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Labs Neutron debut has been pushed to 2027 after manufacturing defects in a carbon-composite tank component, weighing on shares and renewing concerns about repeated schedule slips and delayed growth. Traders are split between viewing the drop as an overreaction to a safety-focused delay and questioning managements execution and the timeline for Neutron.

CleanSpark, Inc. is a bitcoin mining technology company, which engages in the management of data centers. Its operations include College Park, Norcross, Washington, Sandersville, Dalton, and Massena. The company was founded by S. Matthew Schultz and Bryan Huber on October 15, 1987 and is headquartered in Henderson, NV.

Cleanspark Inc

CleanSparks steep selloff and lagging performance despite its Meta-backed data-center deal are driving the discussion, with traders pointing to sector weakness, macro pressure, short interest and concerns about financing and management. Bulls view the AI-infrastructure pivot and contracted revenue as long-term positives, while bears question whether those prospects can offset near-term costs and volatility.

Regencell Bioscience Holdings Ltd. is a early-stage bioscience company that focuses on research, development and commercialization of Traditional Chinese Medicine for the treatment of neurocognitive disorders and degeneration, specifically Attention Deficit Hyperactivity Disorder and Autism Spectrum Disorder. The company was founded by Yat-Gai Au on October 30, 2014 and is headquartered in Hong Kong.

Regencell Bioscience Holdings Ltd

RGCs sharp rally has revived speculation that the former meme runner could repeat its past surges, with traders pointing to concentrated insider ownership, a reportedly tight share supply and high borrowing costs as potential squeeze factors. Others call the move a pump-and-dump and cite the companys limited business fundamentals, so the squeeze thesis remains speculative.

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

Direxion Daily Semiconductor Bull 3X Shares

A semiconductor-sector selloff, fueled by hotter inflation and concerns about AI spending and valuations, is driving attention to SOXL; its 3x leverage amplifies the swings. Traders are split between buying the sharp pullback as an oversold opportunity and expecting more downside amid fears of an AI-driven correction.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is drawing attention amid a steep share-price decline, with traders criticizing its weak business fundamentals and declining Truth Social engagement while tying sentiment to controversy around Trump and his policies. Some bulls are looking for a technical bounce or citing the proposed TAE Technologies deal, but bearish posts dominate.

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 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


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$SLS From the supplemental data on the VDM paper that has caused some to think REGAL BAT is living a long time.   
The VDM is a &quot;predictive&quot; model of the patient&#39;s disease state, it is not a true comparison to actual REGAL patient which is elderly CR2 unable for SCT.  Even the poor classification median is younger than REGAL. 53% of the favorable group and 29% of the poor group went on to allo-SCT.  
Here is the link to the article and the table can be found in the supplemental list. 
https://www.sciencedirect.com/science/article/pii/S2473952925002988?utm_source=chatgpt.com#appsec1 
People thinking REGAL will fail due to the VDM study are comparing against a study measuring OS from date of relapse, not date of CR2 status and are comparing against a younger patient group with a high % of SCT.

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$SLS Yesterday we got ACTUAL GPS PATIENT DATA in The WILD    @Med_Droid  @Szepen   
• GPS MOS 34 Months - 44 Months of MOS for a CR2 Patient    
• GPS P2 MOS is LONGER than the Standard of Care for CR1 Pateints /24.7 months    
• And @thompske DISMANTLED the CW /@yG19 VDM BULL SHIT   
   
Gps is the only reason we are seeing extended Miraculous Survival in the REGAL P3 Patients.    
Gps is doing what its done in all 7 PRIOR Trials - including 2 Phase 2 Trials for AML Remission Maintenance     
it aint  BAT - BAT Failed 3 Large P3 trials - including the VIALE-M AML Remission Trial.    
    
$SLS is the NEXT $MRNA     
Phase 3 Results are Now  Imminent - and this $2.3B Baby Bio is going to be $25B and Climbing ....    
Gps is Worth $120 Per Share just for  the initial CR2/3 AML Indication.   
    
Everyone should realize the SLS Buyout Will Absolutely Include the VALUE for GPS in CR1 - 50,000 AML Patients Get Into First Remission Each Year + an estimated 300,000 Right Now who&#39;ll immediately be eligible for GPS.

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5,500% ROI this quarter

$SLS - Very Unusual Day. 
 
WE Have  ACTUAL GPS PATIENT DATA in The WILD    
@Med_Droid  @Szepen  
• GPS MOS 34 Months - 44 Months of MOS for a CR2 Patient   
   
GPS P2 MOS is LONGER than the Standard of Care for CR1 Pateints /24.7 months   
• And @thompske DISMANTLED the CW /@yG19 VDM BULL SHIT  
  
Gps is the only reason we are seeing extended Miraculous Survival in the REGAL P3 Patients.   
Gps is doing what its done in all 7 PRIOR Trials - including 2 Phase 2 Trials for AML Remission Maintenance    
it aint  BAT - BAT Failed 3 Large P3 trials - including the VIALE-M AML Remission Trial.   
   
$SLS is the NEXT $MRNA    
Phase 3 Results are Now  Imminent - and this $2.3B Baby Bio is going to be $25B and Climbing ....   
Gps is Worth $120 Per Share just for  the initial CR2/3 AML Indication.  
   
Everyone should realize the SLS Buyout Will Absolutely Include the VALUE for GPS in CR1 - 50,000 AML Patients Get Into First Remission Each Year + an estimated 300,000 Right Now who&#39;ll immediately be eligible for GPS.

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Colin James

$SLS - Very Unusual Day...  
WE  have ACTUAL GPS PATIENT DATA in The WILD   
@Med_Droid  @Szepen 
GPS MOS 34 Months - 44 Months of MOS for a CR2 Patient  
  
is LONGER than the Standard of Care for CR1 Pateints /24.7 months  
And @thompske DISMANTLED the CW /@YG19 VDM BULL SHIT 
 
Gps is the only reason we are seeing extended Miraculous Survival in the REGAL P3 Patients.  
Gps is doing what its done in all 7 PRIOR Trials - including 2 Phase 2 Trials for AML Remission Maintenance ...   
it aint  BAT - BAT Failed 3 Large P3 trials - including the VIALE-M AML Remission Trial.  
  
$SLS is the NEXT $MRNA   
Phase 3 Results are Now  Imminent - and this $2.3B Baby Bio is going to be $25B and Climbing ....  
Gps is Worth $120 Per Share just for  the initial CR2/3 AML Indication. 
  
Everyone should realize the SLS Buyout Will Absolutely Include the VALUE for GPS in CR1 - 50,000 AML Patients Get Into First Remission Each Year + an estimated 300,000 Right Now who&#39;ll immediately be eligible for GPS.

$SLS Good Day for Data Driven Investors: Actual Gps Trial Data In the wild Confirms Gps Efficacy and SLS Share Price Rerating  
and 
@thompske Dismantled the Reddit Short N  Distort crew VDM  Trial Baloney ... they Included TRANSPLANT PATEINT DATA IN THEIR VDM BS 
 
Whoever Got Conned by CW aka LEFTY aka YG19 ... now you know you ARE THE SCHMUCK ...  
https://www.reddit.com/r/sellaslifesciences/ is the SLS SHORT REDDIT

$SLS Gps is the only reason we are seeing extended Miraculous Survival in the REGAL P3 Patients. 
Gps is doing what its done in all 7 PRIOR Trials - including 2 Phase 2 Trials for AML Remission Maintenance ...  
it aint  BAT - BAT Failed 3 Large P3 trials - including the VIALE-M AML Remission Trial. 
 
$SLS is the NEXT $MRNA  
Phase 3 Results are Now  Imminent - and this $2.3B Baby Bio is going to be $25B and Climbing .... 
Gps is Worth $120 Per Share just for  the initial CR2/3 AML Indication.

$SLS someone should post this on Reddit so all those idiots can see what idiots they are…   
 
$SLS @yG19 aka Lefty  aka CW conned all the REDDIT idiots with VDM BS patients getting transplant. 
 lol

$SLS someone should post this on Reddit so all those idiots can see what idiots they are…  
55X_ROI_Q1_2026 
$SLS @yG19 conned all the idiots with patients getting transplant. lol

Minh Pham

$SLS @yG19 conned all the idiots with patients getting transplant. lol

SELLAS Life Sciences Group Inc

 From the supplemental data on the VDM paper that has caused some to think REGAL BAT is living a long time.   
The VDM is a "predictive" model of the patient's disease state, it is not a true comparison to actual REGAL patient which is elderly CR2 unable for SCT.  Even the poor classification median is younger than REGAL. 53% of the favorable group and 29% of the poor group went on to allo-SCT.  
Here is the link to the article and the table can be found in the supplemental list. 


 
People thinking REGAL will fail due to the VDM study are comparing against a study measuring OS from date of relapse, not date of CR2 status and are comparing against a younger patient group with a high % of SCT.

Keith Thompson

@thompske yes! This is exactly the points I made on Reddit and here. Completely overlooked.

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 yes! This is exactly the points I made on Reddit and here. Completely overlooked.

@thompske 
Nice work. 
Do you have the data, and /or does the paper provide the data I as to how long will the patients survived PRIOR to getting SCT?

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Nice work. 
Do you have the data, and /or does the paper provide the data I as to how long will the patients survived PRIOR to getting SCT?

John c

@thompske Just 10+ years younger than REGAL. It’s not like age is that important in AML survival anyway……ohhhhh.

Csaba Bagi

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 Just 10+ years younger than REGAL. It’s not like age is that important in AML survival anyway……ohhhhh.

Steven Tyler

@Syndr78 no, paper does not provide relapse time data.

 no, paper does not provide relapse time data.

@Gopirates1869 did you get banned on R for facts? LOL

Anon

@thompske 
That piece of info would&#39;ve been far more telling.. For both sides

 
That piece of info would've been far more telling.. For both sides

@thompske  At the time I vaguely understood , now I get it. Thanks

  At the time I vaguely understood , now I get it. Thanks

Tom J

@thompske Keith, not sure if you saw this (posted it just now), but I&#39;d like to get your thoughts. 
&quot;Molecular relapse occurred +303 days after allo-HSCT, which responded to VEN, leading to CR2. Maintenance immunotherapy with galinpepimut-S achieved temporary disease control and molecular relapse recurred 20 months later.&quot; @OnTheBalance @cea  
https://onlinelibrary.wiley.com/doi/10.1002/jvc2.70325

Bryan Farr

 Keith, not sure if you saw this (posted it just now), but I'd like to get your thoughts. 
"Molecular relapse occurred +303 days after allo-HSCT, which responded to VEN, leading to CR2. Maintenance immunotherapy with galinpepimut-S achieved temporary disease control and molecular relapse recurred 20 months later." 

Droid

@Med_Droid @OnTheBalance @cea I did not see that until you posted. I assume this is an EAP patient since it&#39;s post SCT.

Juhana Tikkanen

 I did not see that until you posted. I assume this is an EAP patient since it's post SCT.

@thompske @cea @OnTheBalance the trial paperwork (unless I&#39;m misunderstanding):

8.Patients who had an SCT after their most recent reinduction that resulted in CR2 or CRp2 or later are not eligible. Patients with prior SCT are allowed only if they had SCT prior to their latest re-induction or achieved CR by means of transplant(hot transplant)

Natty Bumppo

$SLS was beginning to think this board was completely useless cesspool - and then @thompske and @Med_Droid .//.. 
 
Investing in SLS today is like investing in $MRNA in the days before they announced their Phase 3 Cancer Vaccine Results and they added $40B to their market Cap in a Day ...  
Now up over that Peak.

 the trial paperwork (unless I'm misunderstanding):

8.Patients who had an SCT after their most recent reinduction that resulted in CR2 or CRp2 or later are not eligible. Patients with prior SCT are allowed only if they had SCT prior to their latest re-induction or achieved CR by means of transplant(hot transplant)

@thompske  
where have they released the age breakdown in the regal trial?

  
where have they released the age breakdown in the regal trial?

Frank Miller

@SellasBrateGoodTimes CEO stated a long time ago it was designed to be similar to the ph2 trial, about 67 median age.

 CEO stated a long time ago it was designed to be similar to the ph2 trial, about 67 median age.

@thompske So why are you trying to make points with data from 2000 to 2018?  Kinda misleading, isn&#39;t it bud? 
 
$SLS

 So why are you trying to make points with data from 2000 to 2018?  Kinda misleading, isn't it bud? 
 
