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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

Fears that the midterm results and growing local resistance to data centers could slow AI infrastructure spending have fueled a sharp selloff in NVIDIA and semiconductor stocks. Traders are split between expecting further losses as AI capex and financing risks are reassessed and viewing the drop as an overreaction, since no broad restrictions have taken effect and demand for chips remains a bullish point for some.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is caught in a broad semiconductor selloff as traders worry that election-driven data-center opposition and tighter AI rules could slow infrastructure spending and chip demand. The community is split between bearish calls that the AI trade is unwinding and dip buyers arguing that AI demand and Microns fundamentals remain intact.

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

IRENs quarterly results and outlook dominate discussion: traders highlight rapid AI-cloud growth, a larger backlog and customer-prepaid contracts, while skeptics point to delayed deployment targets, rising debt and remaining capex funding needs, including Microsoft-related timing concerns. The positive operating updates have met with a sharp share-price decline, fueling debate over whether the rebound is durable or a temporary bounce.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is caught in a sharp semiconductor and AI-stock selloff as traders worry that the midterm results and calls to restrict data-center construction could slow AI infrastructure spending, with broad tech selling and deleveraging adding pressure. The community is split between expecting more liquidation and arguing the drop is overdone because memory demand and company fundamentals remain intact.

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 sharp selloff follows quarterly results that beat expectations but came with weaker-than-expected next-quarter revenue guidance and warnings that U.S. capacity expansion will take longer than planned. Bulls point to strong data-center demand and a new hyperscaler agreement, while bears focus on execution delays, margin pressure, and broader uncertainty around AI infrastructure spending.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings quarterly results missed expectations and its full-year outlook was cut, with increased investment in its Predictions business weighing on projected profitability. Traders largely reacted with frustration over costs, execution and competition from Kalshi and Polymarket, while some argued the Predictions platforms growth could pay off over time.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Concerns that Texass political shift could bring tighter rules or delays for data-center construction are weighing on Cipher Digital, whose AI/HPC expansion is concentrated in the state, alongside a broader selloff in data-center stocks. Traders are divided between fears that permits and future projects could be disrupted and views that signed leases and already-underway facilities are relatively protected, making the reaction an overreaction.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

Fears that election-related resistance to data-center construction and energy demand could slow AI infrastructure spending have driven a severe selloff in semiconductor stocks, with leverage and suspected margin liquidations amplifying SOXLs decline. Traders are split between expecting further losses and viewing the drop as an overreaction, with some betting on a relief bounce as AI-chip demand remains intact.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQs sharp selloff reflects a broader retreat from tech and AI stocks as traders reassess data-center spending prospects amid concerns about political scrutiny and regulation. The community is divided between buyers calling the drop an overreaction and expecting a rebound, and bearish traders warning that forced selling and further losses may continue.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

A sharp semiconductor selloff is drawing attention amid fears that political opposition and potential data-center restrictions could slow AI infrastructure spending. Traders debate whether the concerns are overblown given continued chip demand or signal a deeper reassessment of AI capex and its returns.

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$MRVL solid call, great guidance. Long term hold.

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Marvell Technology Inc

 solid call, great guidance. Long term hold.