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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

Reports that Nvidias board is weighing Jensen Huangs future amid allegations involving a suspected Chinese intelligence asset and a company executive are driving discussion, with traders also concerned about possible governance, national-security and export-control fallout. The community is split between viewing the leadership uncertainty as a serious risk and arguing that Nvidias AI-chip business and market position remain intact regardless of who leads it.

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 drawing attention ahead of its Q3 report after CoreWeaves strong results renewed enthusiasm for AI-cloud stocks and lifted the neocloud sector. Traders debate whether NBIS can sustain the rally with strong results and guidance or face a sell-the-news reaction amid concerns about capital spending and funding needs; Nvidia-related headlines are adding volatility.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Q3 earnings report is the dominant focus, with traders looking for evidence that rapid growth and defense orders are translating into improving margins and progress toward profitability. Bulls speculate that strong results could prompt short covering, while bears question cash burn, dilution and the companys ability to execute.

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

Capricors rally is centered on optimism ahead of the FDAs November 22 decision on deramiocel for preserving upper-limb function in Duchenne muscular dystrophy, reinforced by managements confidence on its earnings call and an analyst upgrade. Traders are debating approval prospects against the risk of another setback; short-covering and leak claims remain speculation.

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Nvidia CEO Jensen Huangs reported board review and leadership uncertainty are driving concern about spillover from the AI trade into the S&P 500, though claims about his possible ouster and security issues remain uncertain. Traders disagree on whether the episode threatens broader markets or is largely Nvidia-specific, with some pointing to inflation and rate concerns as additional risks and others emphasizing the indexs resilience.

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 over reported links to Megaspeed, a company at the center of allegations involving Nvidia chips and suspected Chinese intelligence ties, prompting concern that the controversy could bring tighter U.S. restrictions on Chinese access to AI chips. The allegations remain unproven; many traders are bearish on the potential risk to Alibabas AI and cloud business, while some see its own T-Head chips as a possible offset.

Forgent Power Solutions, Inc. is a holding company, which engages in the design and manufacture of electrical distribution equipment used in data centers, power grid, and energy-intensive industrial facilities. It also offers powertrain solutions and standard and custom products. The company was founded on July 21, 2025 and is headquartered in Dayton, MN.

Forgent Power Solutions Inc. - Ordinary Shares - Class A

Forgent Power Solutions Inc.

Forgents CFO departure triggered a sharp selloff, followed by the companys update that fiscal Q1 revenue and adjusted EBITDA should exceed the high end of prior guidance and that the departure was not due to a disagreement. Traders are split between viewing the drop as an overreaction given the preliminary results and backlog, and remaining wary of management credibility, possible financial issues, and broader AI and data-center spending risks.

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 drawing a sympathy bid as reports of Nvidias board weighing Jensen Huangs future fuel speculation that customers and capital could rotate toward rival chipmakers. Traders debate whether AMD can gain business from Nvidia, while skeptics argue the leadership turmoil does not change the competitive gap and warn the rally may be short-lived.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Debate centers on pressure tied to congressional scrutiny and negative coverage of Webulls alleged China connections, which traders say has weighed on the stock; some dispute those concerns, while others remain wary of further downside and dilution. Bulls counter with the companys growth and profitability and look to the upcoming earnings report for evidence the business remains strong.

Bitmine Immersion Technologies, Inc. is a technology company focused on acquiring, holding, and actively managing ETH as its primary treasury reserve asset. It prioritizes digital ecosystem services, such as consultancy and advisory works. The company was founded on August 16, 1995 and is headquartered in Las Vegas, NV.

BitMine Immersion Technologies Inc

BMNR is drawing attention amid a selloff in crypto-linked shares as ETH weakens, with traders citing the Binance security incident and broader risk-off pressure. The community is split between dip-buyers expecting share buybacks and a recovery, and frustrated holders questioning dilution, management, and why the stock is underperforming its ETH holdings.

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Neutral Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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