SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Hot September inflation has revived fears of further Fed rate hikes, while a sharp semiconductor and AI-related selloff is adding pressure to the broader market. Traders are split between viewing the decline as a correction and fearing a deeper downturn, with many watching upcoming inflation data for direction.

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 memory-chip selloff as traders cite Chinas CXMT competition and a sharp South Korean market decline, alongside worries about AI valuations and interest rates. The community is split between viewing the drop as an overreaction given ongoing AI memory demand and fearing greater supply competition and a reversal in the sectors rally.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure amid hotter-than-expected inflation reviving Fed rate-hike concerns and a broad selloff in semiconductor and AI-related stocks, with traders also pointing to weakness in South Korean chip shares. The community is split between viewing the decline as a buyable pullback and warning that AI-spending and debt concerns could signal a deeper tech correction.

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

NVIDIA is caught in a broad semiconductor and tech selloff, with traders pointing to hotter inflation and renewed rate-hike fears alongside weakness in South Korean chip stocks. The community is split between viewing the pullback as a buying opportunity and worrying that AI valuations, customer financing and neocloud debt could signal a deeper unwind.

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

SanDisks steep selloff alongside memory and semiconductor peers is being linked to fears of Chinese memory competition and broader risk-off pressure on the AI trade, with Korean-market volatility and macro concerns adding to the selling. Traders disagree on whether the China threat is overblownciting the distinction between DRAM and SanDisks NAND businessor a warning of tougher competition and cyclical pricing; reactions range from panic to dip-buying ahead of earnings.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is caught in a sharp semiconductor and South Korean market selloff, as traders cite concerns about Chinese rival CXMT, the durability of AI spending, and macro pressure from inflation and interest rates. Some see the competitive threat as overstated and are buying the dip, while others warn that memory stocks face further downside and cyclical risks.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

Gartners warning that many neocloud providers may not remain independent as AI infrastructure spending outpaces revenue has intensified concern about CoreWeaves debt-heavy expansion and rising borrowing costs. Traders are split over whether its contracts and Nvidia ties can offset financing risks, with some viewing the selloff as excessive and others fearing financial distress; hot inflation and rate-hike concerns added pressure on tech stocks.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Labs Neutron first flight has been pushed to 2027 after manufacturing defects were found in a carbon-composite tank dome, fueling a sharp selloff and concerns about execution, delayed growth, and the companys valuation. Traders are split between frustration over repeated schedule slips and the view that fixing the issue before flight prioritizes safety and reliability; some also point to Electron and other business lines as support for the longer-term case.

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

SMCI is under pressure amid a broader selloff in AI and data-center stocks, with renewed focus on a former contractors guilty plea in an export-control case involving servers with Nvidia chips. Traders disagree over how much the case says about the companySMCI has not been charged, according to the discussionwhile also debating AI demand, margins, and management credibility ahead of earnings.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSMCs Q3 earnings and outlook are dominating discussion, with traders weighing strong record sales and AI-chip demand against concerns that high expectations, capex, and broader semiconductor weakness could outweigh a strong report. Bulls see the pullback as a buying opportunity, while bears expect a sell-the-news reaction and question whether good results can lift the stock.

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TOYO is holding up better than most of solar.

Past week: $TOYO -4%, TAN -2%, $FSLR -1%, $ENPH -12%, $JKS -8%, $TE -22%.

Past month: TOYO -2%, TAN -5%, FSLR -12%, ENPH -20%, JKS -23%, TE -33%.

TOYO is profitable, trading under book, and losing less than the group while the sector gets sold. 

If this is how it trades with no catalyst yet, I like what happens when CBP clears.

Bullish

BumbleSpoon

Jan Pody

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Sean

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TOYO Co., Ltd

First Solar Inc

Enphase Energy Inc

JinkoSolar Holding Co LTD

T1 Energy Inc.

TOYO is holding up better than most of solar.

Past week: 

 -22%.

Past month: TOYO -2%, TAN -5%, FSLR -12%, ENPH -20%, JKS -23%, TE -33%.

TOYO is profitable, trading under book, and losing less than the group while the sector gets sold. 

If this is how it trades with no catalyst yet, I like what happens when CBP clears.