SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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 announcement that Neutrons first launch is pushed into 2027 after a manufacturing issue prompted a sharp selloff and dominated discussion. Traders are split between viewing the delay as a blow to near-term execution and valuation, and seeing it as a prudent step that preserves the long-term case for the rocket.

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

Gartners warning that AI infrastructure spending may outpace revenue and that many neocloud providers may not remain independent has intensified concerns about CoreWeaves debt-funded expansion, with bond-market stress adding to the selloff. Traders are debating whether financing risks and a possible slowdown in AI demand outweigh the companys large backlog and continued need for computing capacity.

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 selling off with other neocloud and AI data-center stocks as traders react to Gartners warning about the sectors spending and survival prospects, with inflation and financing-cost concerns adding pressure. The community is split between fears that the AI infrastructure boom is overextended and dip-buying optimism; speculation about an Anthropic contract is a hopeful counterpoint, but it remains unconfirmed.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure amid a tech-led selloff, with traders linking the move to hotter-than-expected inflation and renewed rate-hike concerns, as well as worries about AI infrastructure debt and semiconductor weakness. The community is divided between seeing the drop as the start of a deeper correction and expecting an oversold bounce.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

FDA expanded Anktivas approval with BCG to cover BCG-unresponsive, high-grade papillary-only non-muscle-invasive bladder cancer, broadening its eligible patient population. Traders largely view the label expansion as a meaningful commercial and regulatory positive, though many are frustrated by the muted share-price response and debate whether the news was already priced in or is being pressured by short sellers.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following segments: Walmart U.S., Walmart International, and Sam's Club U.S. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club U.S. segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is drawing attention as traders rotate into defensive consumer-staples stocks amid broader market weakness and inflation concerns, with its relative strength seen as a safe-haven trade. Bulls welcome the momentum and steady-demand narrative, while skeptics question the valuation and warn the move could fade.

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. 

Nebius is falling with other neocloud and AI-infrastructure stocks after Gartner warned that more than 80% of independent neocloud providers could cease operating independently by 2030, stoking concerns that AI spending may not generate enough revenue to justify heavy investment. Traders are debating whether financing costs and sector risks threaten the business model or whether the selloff is an overreaction, with some continuing to buy the dip on expectations of sustained AI-compute demand.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSMCs quarterly earnings and outlook for AI-chip demand are driving attention, with traders weighing strong revenue growth against the broader semiconductor selloff and focusing on margins, guidance, and whether good results are already priced in. Bullish traders see the report as a possible boost for chip stocks, while skeptics expect a muted or negative sell-the-news reaction.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

Hotter-than-expected inflation and rising Treasury yields are pressuring rate-sensitive small caps, with traders concerned that borrowing costs could stay elevated and weigh on the Russell 2000. The community is split between expecting an oversold bounce near technical support and seeing further downside after the index weakened against large-cap tech.

Roundhill ETF Trust - Roundhill Memory ETF

Concerns about Chinese memory maker CXMTs planned DRAM products, reported memory-price declines, and the durability of AI-driven demand are weighing on the memory sector. Traders debate whether competition and oversupply fears signal a lasting downturn or overstate CXMTs near-term threat, with some arguing its products are not yet proven at commercial scale.

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Neocloud stocks like $NBIS, $CRWV, $IREN, and $APLD are falling again. Are you buying the dip or waiting for more downside?

Mani

Jeff Galewood (JMG)

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Will the selloff carry over to tomorrow or will buyers move in? $NBIS $CRWV

StockTwits Web

Stocktwits

The community is buying the dip on neocloud stocks today - $NBIS

Applied Digital Corporation

 are falling again. Are you buying the dip or waiting for more downside?

Stocktwits Polls

@StocktwitsPolls bought 10,161 more $APLD shares at an average of $20.68. which is right near its historical support over the past year.   Company expects to open another 600 GW of capacity in the next 12 months lifting it’s net operating income to over $1.2 billion which should dramatically change the balance sheet picture and expects to have all 1.4 GW under contract open and turned over to clients by the end of 2028, which the company projects will generate more than $2 billion of net operating income.  ￼ My time horizon is at least no earlier than the end of 2028, where the stock should be dramatically higher than today given the revenue ramp that’s about to explode.

Yourguy Ma'man

Todd Theaxeman

Deltrey Seliqa Bodkin Andrew

Shelz912

StockTwits for iOS

 shares at an average of $20.68. which is right near its historical support over the past year.   Company expects to open another 600 GW of capacity in the next 12 months lifting it’s net operating income to over $1.2 billion which should dramatically change the balance sheet picture and expects to have all 1.4 GW under contract open and turned over to clients by the end of 2028, which the company projects will generate more than $2 billion of net operating income.  ￼ My time horizon is at least no earlier than the end of 2028, where the stock should be dramatically higher than today given the revenue ramp that’s about to explode.

10xorbust

StockTwits For Android 

@StocktwitsPolls they’re not the same. $CRWV is extremely dangerous. $NBIS is playing another sport, best one in the field.

 is playing another sport, best one in the field.

Alessio

Toby Flenderson

@StocktwitsPolls added more $APLD  now added 12,756 shares at an average of $20.56 for the added shares. during its last three big selloffs APLD bottomed at $20 or $22 each time. 

But I’m not buying for now or even six months. I’m buying for the end of 2028 when the company projects to have all 1.4 GW under contract fully built and turned over to clients and generating over $2 billion in net operating income.

  now added 12,756 shares at an average of $20.56 for the added shares. during its last three big selloffs APLD bottomed at $20 or $22 each time. 

But I’m not buying for now or even six months. I’m buying for the end of 2028 when the company projects to have all 1.4 GW under contract fully built and turned over to clients and generating over $2 billion in net operating income.

@StocktwitsPolls where is the shorting button?