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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

Jensen Huangs resignation as CEO has sparked debate over Nvidias succession and governance, with traders weighing the leadership uncertainty and possible regulatory fallout against confidence in the companys underlying AI business. Some see the selloff as a buying opportunity, while others fear Huangs departure could weigh on execution and investor confidence.

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

Reports of renewed DOJ scrutiny tied to alleged chip diversion to China and Super Micros links to Megaspeed are driving concern, with traders also citing the companys history of controversies. The community is split between calling the coverage recycled or an overreaction and fearing deeper legal and governance problems, while some see the selloff as a buying opportunity.

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. 

Nebiuss quarterly results and outlook are driving attention: despite a revenue beat, investors focused on a delayed capacity ramp, a more cautious near-term revenue outlook, and sharply higher planned capital spending. Traders are split between viewing the selloff as an overreaction given strong demand and customer prepayments, and worrying about execution delays and financing needs; weakness in Nvidia and other AI-linked stocks added pressure.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines stronger-than-expected Q3 resultsalong with record backlog, positive free cash flow, and reaffirmed growth guidanceare driving the rally and bullish re-rating discussion. Traders are also debating whether the gains can hold, citing continuing operating losses and the need to convert backlog into sustained cash generation, while some speculate about short covering.

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

Jensen Huangs resignation and Nvidias leadership upheaval have fueled a rotation into AMD as traders speculate that customers, investment, or talent could shift toward chip rivals. The community is divided over whether the rally signals lasting market-share gains or is a temporary sympathy move, with some also warning that AMDs valuation is stretched.

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 under pressure amid trader concerns that reported links to Megaspeed, a firm tied to allegations involving Nvidia CEO Jensen Huang, could draw scrutiny or tighter U.S. controls on advanced-chip access to China; Alibabas direct involvement remains unconfirmed. The community is split between seeing the selloff as an overreaction and fearing restricted Nvidia-chip access could hurt Alibabas AI and cloud competitiveness.

Cardinal Infrastructure Group, Inc. provides infrastructure services to the residential, commercial, industrial, municipal, and state infrastructure markets. It delivers wet utility installations of water, sewer, and stormwater systems, as well as grading, site clearing, erosion control, drilling and blasting, paving, and other related site services. The company was founded on June 12, 2025 and is headquartered in Raleigh, NC.

Cardinal Infrastructure Group Inc - Ordinary Shares - Class A

Cardinals Q3 resultsrapid revenue growth overshadowed by sharply compressed margins, a net loss, and withdrawal of its full-year outlookhave fueled a severe selloff; the Hughes Brothers acquisition was also postponed. Traders are split between blaming execution and management credibility, and viewing the decline as excessive given the companys cash position and authorized buyback.

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

Ondass quarterly results drew attention after revenue beat expectations, the company raised its outlook, and management moved its adjusted EBITDA break-even target forward. Despite the growth and backlog updates, traders debated the selloff, with concerns about compressed gross margins, cash burn, and dilution competing with bullish views on execution and future demand.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

GLDs sharp selloff is being discussed as a reaction to hotter-than-expected inflation and rising expectations for Fed rate hikes, which have lifted Treasury yields and the dollar and pressured gold. Traders disagree on whether the decline is a buying opportunity near support or part of a deeper downtrend.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobiles Blacklift rocket unveiling and plan to build its own launch capability are driving discussion. Bulls see greater control over satellite launches and potential cost savings, while skeptics question the rockets execution, added spending and dilution amid delays to BlueBird deployments and commercial service.

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$FISV wouldn&#39;t be surprised if this pulls up 25% by end of tomorrow.

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Matthias Seubert

Patience Wins

$FISV up to$72 or$74 feasible this week alone. Starting tomorrow, PT upgrades pouring in.

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Fiserv, Inc.

 wouldn't be surprised if this pulls up 25% by end of tomorrow.