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NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidias sharp drop is part of a broader semiconductor selloff as traders reassess AI infrastructure spending amid post-election concerns that data-center opposition and regulation could slow new projects. The community is split between fears that slower buildout could undermine chip demand and views that the concerns are overblown and the selloff is a buying opportunity.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

SMH is under pressure as traders worry that election-driven opposition to data centers could slow AI infrastructure spending, while broader concerns about capex returns and financing weigh on semiconductor valuations. The community is split between calling the selloff an overreaction and viewing it as a deeper unwind of the AI trade.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins strong third-quarter results, above-consensus outlook and expanded buyback sparked a sharp rally, with traders crediting improved performance from its advertising model and renewed confidence in growth. Many celebrated the rebound and resilience during a broader market selloff, while others warned that the rapid run-up could invite profit-taking and questioned whether the gains would hold.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOIs shares sold off sharply despite a quarterly earnings beat, as its next-quarter revenue outlook came in below expectations and management said U.S. capacity expansion would take longer amid power and construction delays. Bulls point to the hyperscaler agreement and continued demand for data-center optics, while bears focus on execution, margins, and uncertainty around AI infrastructure spending.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavaxs quarterly results and sharply raised 2026 revenue outlook, supported by a Sanofi vaccine-trial milestone, are driving discussion. Although many traders view the earnings beat and licensing strategy positively, others are frustrated by the share-price decline and question the reliance on milestone income, the delayed profitability target, and the lack of new partnerships or pipeline data.

Root, Inc. is a technology insurance company, which engages in the provision of insurance services. It offers mobile telematics and technology platforms to segment individual risk based on complex behavioral data and customer experience to make pricing decisions and grow businesses. It provides insurance products and services in the United States. The company was founded by Alexander E. Timm and Daniel Manges in February 2015 and is headquartered in Columbus, OH.

Root Inc - Ordinary Shares - Class A

Root Inc

Roots quarterly results sparked a sharp selloff, with traders focusing on declining premiums and flat-to-lower policies in force despite positive earnings and improved underwriting. Bulls point to profitability and share buybacks as support, while bears argue stalled growth weakens the investment case.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricor is drawing attention ahead of the FDAs target decision on deramiocel for Duchenne muscular dystrophy, with discussion focused on a letter from 28 HOPE-3 investigators urging approval and challenging the FDAs interpretation of the trial data. Many traders are bullish on the drugs upper-limb results and speculate about a short squeeze, while others emphasize that approval is uncertain and a rejection or CRL remains possible.

Xeris Biopharma Holdings, Inc. is a biopharmaceutical company, which engages in developing and commercializing products across a range of therapies. Its products include Gvoke, Keveyis, and Recorlev. Gvoke is a ready-to-use liquid glucagon for the treatment of severe hypoglycemia. Keveyis is the therapy approved in the United States to treat hyperkalemic, hypokalemic, and related variants of primary periodic paralysis (PPP). Recorlev is a cortisol synthesis inhibitor approved for the treatment of endogenous hypercortisolemia in adult patients with Cushing’s syndrome. The company was founded by Steven Prestrelski in 2005 and is headquartered in Chicago, IL.

Xeris Biopharma Holdings Inc

Xeris strong quarterly results, rapid Recorlev growth and raised revenue outlookincluding a faster path toward $1 billion in annual Recorlev salesare driving the rally. Traders are broadly bullish on the growth story, while some also speculate about a potential buyout, which remains unconfirmed.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

DaVitas preliminary warning that DefenCaths reimbursement could decline through 2027 has fueled selling and concern about the drugs revenue outlook. Traders debate whether that signals a lasting commercial headwind or is uncertain early modeling, while some point to REZZAYOs priority review as a potential offset.

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.

Concerns about Oracles debt-funded AI data-center expansion and possible project delays are weighing on shares; traders cite election-related permitting fears and the reported extension of a New Mexico power-permit deadline, as well as questions about financing and customer commitments. Bulls argue that AI demand and existing capacity remain strong, while bears worry that heavy spending and promised backlog may not translate into cash quickly enough.

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$DECK Outdoor mentioned positively at OTR Global

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Deckers Outdoor Corp.

 Outdoor mentioned positively at OTR Global

ronin245

@ronin245 nice call this morning. got me to watch it and share w/ my desk above am high... http://dcl.sr/l42

 nice call this morning. got me to watch it and share w/ my desk above am high... http://dcl.sr/l42

Steven Spencer

@sspencer_smb Been calling along $MLNX too rich, too far and too much in a vulnerable niche , just held above the 200ma @ $68

Mellanox Technologies, Ltd.

 too rich, too far and too much in a vulnerable niche , just held above the 200ma @ $68