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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

NVDA is under pressure in a broad semiconductor selloff as traders worry that midterm-election results and calls for tighter data-center oversight could slow AI infrastructure spending. The community is divided between fears that slower buildout could weaken chip demand and the view that AI investment will continue or shift elsewhere, making the selloff an overreaction.

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 shares are caught in a sharp semiconductor selloff as traders worry that election-driven opposition to data-center construction and tighter AI regulation could slow infrastructure spending and chip demand. The community is split between viewing the drop as an overreaction to uncertain policy risks and expecting further declines amid broader tech-market weakness.

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 quarterly results beat expectations, but softer-than-expected next-quarter revenue guidance and delays to U.S. capacity expansion have fueled a sharp selloff, alongside broader weakness in AI and data-center stocks. Bulls argue that strong demand and a new hyperscaler agreement support the longer-term outlook, while bears focus on execution, margins and growth uncertainty.

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 selloff as traders worry that election-driven opposition or regulation could slow data-center expansion and weaken AI-related demand. The community is split between expecting further downside and viewing the plunge as an overreaction, arguing that memory demand remains strong and projects may proceed elsewhere.

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 weaker-than-expected Q3 results and reduced 2026 outlookamid heavy investment in its Predictions businessdrove a sharp selloff. Traders criticized management, spending and growing competition from Kalshi and other prediction markets, while some argued the pullback was excessive and the investment could pay off over time.

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 under heavy pressure alongside semiconductor and AI stocks as traders weigh whether the election outcome could bring tighter AI rules or delays to data-center construction and spending. The community is split between calling the selloff an overreaction to political uncertainty, with buyers pointing to strong business prospects, and warning that AI spending may slow and valuations remain vulnerable.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention after a sharp tech-led selloff tied to concern that the Democratic sweep could slow data-center expansion and AI spending, alongside broader fears about crowded AI trades and forced liquidations. Traders are split between viewing the subsequent bounce as short covering or a temporary relief rally and seeing it as a potential bottom.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unitys quarterly earnings beat, first GAAP profit and strong outlooksupported by rapid growth in its Vector advertising platformare driving the rally, with many traders treating the results as evidence of a turnaround. Reported preliminary takeover discussions add to the buzz, though traders debate whether a potential offer would undervalue the company and whether Unity should sell at all.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is drawing attention after a sharp plunge alongside semiconductor shares, as traders react to fears that political pushback could slow AI and data-center investment; its 3x leverage has amplified the losses and volatility. The community is split between concerns about further selling and margin liquidations and the view that the selloff is an overreaction because AI demand remains intact.

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

SPY is under pressure after a sharp market-wide selloff, with traders linking weakness in tech and AI-related shares to concerns that the midterm results could bring more restrictions or slow data-center expansion. The community is divided between buying the dip and expecting a relief bounce, and warning that selling may continue.

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....but for the fact AI is now a nat&#39;l security matter. 
 
 jeanie is already out of the bottle.

$CCJ $UUUU $OKLO  
Democrats run the game now and it&#39;s a NO to AI, NO to Data Centers, and NO to Nuclear, so smart beavers started ROTATION on January 1 2026, this year, plenty of time right?

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🐺 WOLFIE

   
 
....but for the fact AI is now a nat'l security matter. 
 
 jeanie is already out of the bottle.