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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs Q3 earnings and guidance are the dominant focus, with traders debating whether results can clear a high bar as AI stocks face a broader repricing. Bulls expect continued growth and an outlook increase, while bears argue that even a beat may not support the valuation without stronger guidance.

Cash Cat (CASHCAT) is a cryptocurrency launched in 2026and operates on the Robinhood Chain platform. Cash Cat has a current supply of 1,000,000,000. The last known price of Cash Cat is 0.0938856 USD and is up 2.53 over the last 24 hours. It is currently trading on 318 active market(s) with $8,318,268.61 traded over the last 24 hours. More information can be found at https://cashcattoken.xyz/.

Cash Cat

CASHCATs volatile rally and repeated pushes toward record highs are driving attention, with traders debating whether pullbacks are buying opportunities or signs of a pump-and-dump. Bulls cite Robinhood-chain activity and token burns as potential support, but those claims remain speculative amid concerns about sharp selloffs and weak support.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is caught in a semiconductor selloff as traders question whether massive hyperscaler AI spending can generate adequate returns, raising concerns about capex cuts and the companys reliance on a small group of large customers. Some see the decline as indiscriminate sector selling despite continued AI investment and Broadcoms role as a chip supplier, while others worry that financing arrangements and customer concentration add risk.

Hyperliquid (HYPE) is a cryptocurrency and operates on the Hyperliquid platform. Hyperliquid has a current supply of 950,394,442.10256707 with 253,500,314.85654783 in circulation. The last known price of Hyperliquid is 87.94735104 USD and is down -0.18 over the last 24 hours. It is currently trading on 350 active market(s) with $1,050,863,479.79 traded over the last 24 hours. More information can be found at https://hyperliquid.xyz/.

Hype

Hyperliquids rally and repeated tests of record levels have traders focused on a push toward the $100 mark. Bulls point to fee-funded HYPE buybacks and growing institutional or regulated-market access as support for the tokens market story, while others warn of pullbacks and selling pressure.

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.

Oracles sharp selloff and failure to hold a rally after its Investor Day update are fueling debate over its debt-funded AI data-center expansion, heavy capital spending, and whether its large backlog will convert into cash flow. Bulls point to managements cash-flow and spending plans as evidence of a path forward, while bears remain concerned about financing risk and AI demand, with weakness in other major tech stocks adding pressure.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforce is caught in the broader debate over whether AI agents will weaken seat-based SaaS software or deepen reliance on established enterprise platforms. Traders connect pressure on CRM to sector-wide software weakness, including spillover from ServiceNow, while others see the pullback as an opportunity and argue Salesforces entrenched workflows can adapt to AI.

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

Anticipation of QUILT-2.005 Phase 3 results for ANKTIVA plus BCG in BCG-nave bladder cancer dominates discussion, alongside hopes that quarterly results will show continued commercial growth. Many traders see the data as a potential path to broader use after ANKTIVAs expanded bladder-cancer approval, while others question the efficacy outlook and competition; short-squeeze claims remain speculative.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

A SemiVision observers claim that POET optical hardware appeared in Foxconns photonics ecosystem at Hon Hai Tech Day is fueling speculation that the FIT relationship is progressing and could lead to orders. Traders see it as technical validation, but others stress that a demo does not confirm commercial shipments or purchase orders and are looking to upcoming results for evidence of execution.

Ethereum (ETH) is a cryptocurrency . Ethereum has a current supply of 122,180,209.38070502. The last known price of Ethereum is 2,270.17304981 USD and is up 0.59 over the last 24 hours. It is currently trading on 14230 active market(s) with $5,193,092,001.43 traded over the last 24 hours. More information can be found at https://www.ethereum.org/.

Ethereum

Binances reported major security breach is weighing on crypto sentiment, with traders debating whether renewed withdrawal and trust concerns could extend selling across ETH and the broader market. Some see the selloff as a buying opportunity and distinguish an exchange breach from a failure of Ethereum itself, while others warn of further downside.

Zevra Therapeutics, Inc. is a commercial-stage rare disease company that combines science, data and patient needs to create therapies for diseases with limited or no treatment options. The firm focuses on the treatment of rare neurological and sleep conditions such as certain Urea Cycle Disorders, Niemann Pick Disease Type C and Idiopathic Hypersomnia. The company receives royalties for AZSTARYS from its commercial partner Corium. The company was founded by Christal M. M. Mickle and Travis C. Mickle on October 30, 2006 and is headquartered in Celebration, FL.

Zevra Therapeutics Inc

Zevra is drawing attention around its Q3 results and the pending CHMP re-examination of MIPLYFFA for Niemann-Pick type C, with FDA feedback on celiprolol also viewed as a potential catalyst. Traders are weighing confidence in U.S. commercial growth against skepticism about a favorable European regulatory outcome and concerns about management execution.

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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.

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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.

ConJon7155

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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.