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International Business Machines Corp. is an information technology company, which engages in the provision of integrated solutions that leverage information technology and knowledge of business processes. It operates through the following segments: Software, Consulting, Infrastructure, Financing, and Other. The Software segment combines hybrid cloud platform and software solutions to help clients become more data-driven, and to automate, secure, and modernize their environments. The Consulting segment focuses on integrating skills on strategy, experience, technology and operations by domain and industry. The Infrastructure segment offers solutions for hybrid cloud and is the foundation of the hybrid cloud stack. Infrastructure is optimized for infusing AI into mission-critical transactions and tightly integrated with IBM Software including Red Hat for accelerated hybrid cloud benefits. The Financing segment refers to the client and commercial financing, facilitating IBM clients’ acquisition of IT systems, software, and services. The company was founded by Charles Ranlett Flint and Thomas J. Watson Sr. on June 16, 1911 and is headquartered in Armonk, NY.

International Business Machines Corp.

IBM shares are experiencing their largest single-day decline in history after a revenue miss, with investors heavily debating whether the sell-off is a massive overreaction or a structural warning that enterprise budgets are shifting away from software toward AI hardware infrastructure. The community is sharply divided, with many traders aggressively buying the dip as a long-term value play, while others warn that the stock could see further downside as analysts re-evaluate their expectations.

SK hynix, Inc. engages in the manufacture and sale of semiconductor products. Its products include dynamic random access memory, flash memory, complementary metal oxide semiconductor image sensor, and others. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is experiencing significant volatility and high investor attention following its recent U.S. ADR debut, which has triggered intense debate over valuation premiums compared to its South Korean listing and the broader memory sector. Community discussion is currently dominated by conflicting views on whether the stock presents a long-term AI-driven growth opportunity or if it is being heavily influenced by speculative retail sentiment, leveraged ETFs, and institutional arbitrage mechanics.

Aehr Test Systems engages in the design, manufacture, market, and sale of test and burn-in equipment used in the semiconductor industry. Its products include FOX-XP, FOX-NP, and FOX-CP wafer contact parallel test and burn-in systems, the WaferPak full wafer contactor, the DiePak Carrier, the WaferPak Aligner, the DiePak Autoloader, and test fixtures. The company was founded by Rhea J. Posedel on May 25, 1977 and is headquartered in Fremont, CA.

Aehr Test Systems

Aehr Test Systems is surging as investors bet on the companys crucial role in semiconductor reliability testing for AI and silicon photonics infrastructure, with recent positive earnings and elevated growth guidance acting as a key catalyst. The community remains heavily divided, featuring intense debate between bulls who view the company as a critical infrastructure bottleneck play and bearish traders who flag its high valuation and reliance on future growth promises.

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands.

ASML Holding NV - New York Shares

ASML Holding NV

ASML is trending as investors react to its critical role as the monopoly supplier of EUV lithography machines, which are becoming the primary bottleneck for the expanding global AI infrastructure and chip manufacturing cycle. The community is actively discussing the stock's massive backlog, its position as a long-term compounder, and the impact of Elon Musk's Terafab project as a potential catalyst for long-duration equipment demand.

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

AST SpaceMobile is trending as investors weigh technical support levels and ongoing satellite constellation scaling against broader sector volatility and short-term headwinds tied to space-sector peers. The community remains deeply divided, with many long-term bulls highlighting institutional ownership and critical upcoming launch catalysts, while others express frustration over the stock's recent price performance and sensitivity to external macro narratives.

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

CleanSpark is trending following the announcement of a 20-year, $6.6 billion triple-net lease for its Georgia data center with a confidential high-investment-grade tech company, alongside an exclusivity agreement for its Texas portfolio. While the community is debating the potential for a short squeeze and long-term re-rating, many are focused on the company's transition from a bitcoin miner to a specialized AI and high-performance computing infrastructure provider.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is trending as traders debate whether current price action represents a sustainable trend reversal or a temporary bounce following recent structural tests. Community sentiment remains polarized, with many market participants closely monitoring key support and resistance levels to determine if the asset can maintain momentum before a potential broader sector recovery.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is facing intense selling pressure as investors express concerns over the company's heavy debt load, recent credit rating downgrades, and the sustainability of massive capital expenditures on AI infrastructure. The community remains deeply divided, with bearish traders highlighting the lack of institutional support and continuous breakdowns, while bulls advocate for patience, citing the company's substantial cloud backlog as a long-term catalyst.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvana is drawing significant market attention as traders debate whether the stock is undergoing a legitimate turnaround or experiencing a manipulated 'pump' fueled by high short interest and aggressive retail options activity. While some community members point to operational pivots and improving metrics as catalysts for a potential squeeze, critics continue to highlight ongoing litigation, executive share selling, and concerns over the company's valuation relative to its debt load.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is currently trending as investors debate whether recent price pullbacks represent a healthy consolidation in the AI infrastructure buildout or a looming market correction. The community is actively discussing conflicting analyst price target upgrades versus concerns over sector-wide volatility and geopolitical headwinds affecting semiconductor supply chains.

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Neocloud stocks have pulled back significantly from their highs - are you buying the dip, waiting for more pain, or staying away entirely?  
 
Explain your reasoning in the comments.

Neocloud stocks like $NBIS, $CRWV, $APLD, and $IREN have pulled back from their highs - is this a buying opportunity or a warning sign of more pain to come? Vote in the poll to let other investors know what you're doing then drop your reasoning in the comments.

curtis jackson

john madatian

Yes sir

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Nebius Group N.V. 

@StocktwitsPolls High demand for their products. This dip is temporary.

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 High demand for their products. This dip is temporary.

Dean O’Brien

@StocktwitsPolls define a neocloud, APLD spun off the neocloud portion if the business under symbol CHRN

 define a neocloud, APLD spun off the neocloud portion if the business under symbol CHRN

Jj2455788

@StocktwitsPolls WSJ is a rumor mill and a pay-to-play service. The SEC will never be bothered to interfere.

 WSJ is a rumor mill and a pay-to-play service. The SEC will never be bothered to interfere.

FindingFacts

@StocktwitsPolls 

Buying the dip. 🌱 Sometimes Wall Street throws a clearance sale on companies before the story is over. I think the neocloud sector has been repriced, not broken. Time will tell, but I’m adding, not running.

 

Buying the dip. 🌱 Sometimes Wall Street throws a clearance sale on companies before the story is over. I think the neocloud sector has been repriced, not broken. Time will tell, but I’m adding, not running.

Neocloud stocks have pulled back significantly from their highs - are you buying the dip, waiting for more pain, or staying away entirely? Explain your reasoning in the comments.