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Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

SpaceXs strong third-quarter results and upbeat outlook for AI-compute expansion are driving attention, alongside a wave of analyst upgrades. Speculation about a possible Tesla tie-up adds interest, while traders debate the companys valuation, heavy spending needs and potential share-unlock pressure.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs post-earnings selloff is centered on softer-than-expected forward guidance and a reduced advertising outlook, which renewed concerns about slowing growth despite a quarterly profit beat and prompted analyst downgrades and price-target cuts. Traders are divided between expecting further downside and viewing the drop as an overreaction and a buying opportunity.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples foldable iPhone Duo preorders reportedly sold out quickly, but traders debate whether that reflects strong demand or limited launch supply. The discussion also centers on analyst downgrades and a cautious earnings outlook, with concerns about iPhone growth and valuation countered by optimism about the new device.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros sharply raised preliminary quarterly revenue and gross-margin outlook, attributed to strong AI-server demand, is driving attention. Many traders see the update as evidence of growth and argue the shares are undervalued, while others question whether margins and cash flow can hold up and complain that gains are fading amid persistent volatility.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment includes To-Home businesses, which include Ele.me, local services and delivery platforms, and Taoxianda, and To-Destination segment businesses, which include Amap, the provider of mobile digital maps, navigation and real-time traffic information, and restaurant and local services guide platforms. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solutions. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is drawing attention amid persistent weakness and volatile trading across Chinese equities, with traders blaming a broader rotation out of China assets and concerns about the economy, policy support, and political risk. The community is split between calling the shares a value trap and expecting a rebound, with some pointing to AI and cloud growth as potential support; no single company-specific catalyst dominates.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists Samsung and Micron licensing agreements have renewed focus on its patent-enforcement strategy, especially the pending USPTO response in the 912-patent appeal and the potential implications for its dispute with Google. Traders are speculating about a favorable procedural outcome, while emphasizing that it is uncertain; a possible SK Hynix deal, upcoming earnings, and the new LIGHTNING ULL DDR5 products are also in focus.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabets selloff is fueling debate ahead of earnings: traders worry that heavy AI spending may not pay off and that AI competitors could threaten Search advertising, while others point to Cloud and Gemini potential and are buying the dip.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

Traders are pointing to a Citi upgrade and finalized GENIUS Act rules for stablecoin issuers as catalysts, viewing the federal framework as supportive for Circle and USDC. The reaction is broadly bullish around the share-price rebound, though some remain concerned about USDC growth and competition.

Bitdeer Technologies Group engages in the cryptocurrency mining industry. It generates income through its proprietary mining datacenters. The firm handles complex processes involved in computing such as equipment procurement, transport logistics, datacenter design and construction, equipment management, and daily operations. The company was founded by Wu Jihan in December 2021 and is headquartered in Singapore.

Bitdeer Technologies Group. - Ordinary Shares - Class A

Bitdeer Technologies Holding Co

Bitdeers September operating updatehighlighting sharply higher Bitcoin production and expanding AI Cloud commitmentsis drawing attention, but traders are frustrated that the positive developments have not translated into stronger shares. The discussion centers on whether sector weakness, dilution concerns, and suspected short-selling are weighing on the stock; claims of manipulation remain speculation.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

Strives Bitcoin-treasury expansion and financing are the main focus, with traders discussing Bitcoin purchases funded by its SATS preferred offering and warrant proceeds. Bulls see the growing BTC holdings as amplified Bitcoin exposure, while skeptics argue that preferred dividends and share issuance could weigh on common shareholders.

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Nifty 50

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Zomato Ltd.

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HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

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Sharon AI Enters Into GPU-Backed Debt Facility, Expanding Funding Flexibility for AI Factory Deployments

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Nvidia Stock Slips Overnight: Director Mark Stevens Dumps $640M In Stock Amid AI Testing Capacity Strains 

Equity

Stevens sold Nvidia shares between Aug. 31 and Sept. 4 at prices ranging from about $220 to $234, with total sales reaching $646.5 million. 

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SharonAI Holdings, Inc. operates as a holding company that develops and delivers GPU cloud computing and AI solutions. The company was founded on December 30, 2024 and is headquartered in New York, NY.

SharonAI Holdings Inc. - Ordinary Shares - Class A

Neutral Sentiment

<ul class="summary-bullets"><li>Mark Stevens still owns a large Nvidia stake, with over 11.5 million shares directly and 15 million shares held through the Envy Trust.&nbsp;</li><li>Nvidia is paying more to secure AI chip testing capacity, squeezing supplies for other designers.</li><li>Nvidia continues expanding its AI footprint, with new Australian infrastructure partnerships targeting 2 gigawatts by 2027.</li></ul><p>Nvidia Corp. (NVDA) stock slipped overnight as longtime director and major shareholder Mark Stevens sold roughly 2.87 million shares worth about $646.5 million. Meanwhile, Nvidia is paying more to secure probe card and test socket capacity, tightening supplies for R&amp;D and engineering testing, including at wafer foundries.&nbsp;</p><p><a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> edged 0.4% lower overnight, ahead of Thursday. The stock has declined nearly 3% this week and is on track to reverse two weeks of gains.&nbsp;</p><h2 class="st-heading-2">Nvidia Director Mark Stevens Sells Shares&nbsp;</h2><p>Stevens has sold millions of dollars worth of the chipmaker’s stock in a series of transactions disclosed in recent SEC filings.</p><p>Stevens sold Nvidia shares across Aug. 31 through Sept. 4, with individual transactions occurring at prices ranging from roughly $220 to $234 per share. The filings show sales totaling $646.5 million over the period.&nbsp;</p><p>On Sept. 3, Stevens disposed of more than 400,000 shares at prices around $228 to $230. The following day, he sold another roughly 622,000 shares, with reported prices reaching about $234.&nbsp;</p><p>Despite the sales, Stevens continues to hold a substantial Nvidia position. Following the reported transactions, his holdings included more than 11.5 million shares directly and another 15 million shares through the Envy Trust.</p><h2 class="st-heading-2">Nvidia Tightens Testing Supply&nbsp;</h2><p>As AI chip demand is putting pressure on high-end testing capacity, a Digitimes&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.digitimes.com/news/a20260910PD212/ic-testing-interface-ai-chip-high-end-capacity-demand.html">report</a> said Nvidia is paying more to secure probe cards and test sockets. The shortage is making it harder for TSMC and chip designers to get testing capacity for early-stage research and validation.</p><p>As AI chips and advanced packaging become more complex, testing firms are expanding beyond traditional analysis work into engineering substrates, sockets and other testing equipment.&nbsp;</p><h2 class="st-heading-2">Nvidia Brings DSX And Nemotron To Australia&nbsp;</h2><p>Also, Nvidia said on Wednesday it is expanding AI infrastructure in Australia through partnerships with Firmus, Sharon AI, IREN, ResetData, Megaport, CDC, NEXTDC and AirTrunk. The companies aim to support up to 2 gigawatts of AI infrastructure by 2027, giving startups and researchers more access to high-performance computing.</p><p>The infrastructure will use Nvidia’s DSX platform, along with its accelerated computing, networking and software. The expanded capacity will also provide access to Nvidia’s Nemotron open models, helping Australian organizations develop local AI models.</p><h2 class="st-heading-2">NVDA Stock: Retail View&nbsp;</h2><p>On Stocktwits, retail sentiment around the stock remained in ’bearish’ territory.&nbsp;</p><p>NVDA stock has gained nearly 20% year-to-date.&nbsp;</p><p>Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/swmr-stock-in-focus-drone-software-provider-swarmer-to-buy-ukrainian-defense-firm-in-224-m-deal/cZtabiFRJCQ">SWMR Stock In Focus: Drone Software Provider Swarmer To Buy Ukrainian Defense Firm In $224M Deal</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, a Nvidia logo is displayed on a smartphone with stock market percentages in the background. (Photo Illustration by Omar Marques/SOPA Images/LightRocket via Getty Images)

Stevens sold Nvidia shares between Aug. 31 and Sept. 4 at prices ranging from about $220 to $234, with total sales reaching $646.5 million.

NVDA Stock Slips Overnight: Nvidia Director Mark Stevens Unloads $640M In Shares— What Investors Need To Know 

IREN Limited

VanEck Semiconductor ETF

Buying the dip

Waiting for a lower entry

Holding what I have

Staying away entirely

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.

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.

Current Price	$27.08
Prev Close	$26.97
Open	$28.26
Dividend Yield	0.00%
50-Day Moving Average	$53.04
Beta	-2.38
Avg. Volume	1.43M
PE Ratio	-4.90

52-Week High	$139.00
52-Week Low	$1.85
Market Capitalization	$965.62M
EPS (Annual)	-$4.04
Price to Book	0.85
Revenue Per Employee	$52,221.03

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