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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 Democratic control of Congress could bring tighter AI and data-center rules or delay U.S. buildouts are weighing on Nvidia and semiconductor shares, as traders question whether AI capital spending will slow. Bulls argue demand remains strong and projects can move to other regions, while skeptics see regulatory and spending uncertainty as a threat to the AI trade.

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 selling off alongside chip and memory stocks as traders worry that election results could bring tighter scrutiny or delays for AI data-center construction, threatening demand expectations; the community also points to a broader unwind of the AI trade and potential memory-cycle risks. Bulls call the decline an overreaction given Microns earnings and expected demand, while bears argue that growth expectations and data-center spending may have peaked.

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

Concerns that Democratic election wins could bring tighter oversight or slow data-center construction have weighed on Sandisk and other memory and AI-infrastructure stocks. Traders are divided between viewing the selloff as a warning that AI demand and memory pricing could weaken, and calling it an overreaction given Sandisks strong results and ongoing memory demand.

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 selling off with neocloud and AI-infrastructure stocks as traders worry that Democratic election gains and local opposition could make data-center permits and expansion more difficult; the potential impact remains uncertain. The community is sharply divided between bearish concerns about delayed growth and financing risks and bulls arguing Nebiuss international footprint limits its exposure and treating the drop as a buying opportunity.

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

Super Micros strong earnings and raised outlook were followed by a sharp selloff, prompting debate over whether the reaction reflects concerns about thin margins and reliance on one large customer or broader fears of a slowdown in AI data-center spending. Traders also blame election-related uncertainty and alleged market manipulation, while bulls argue the results and guidance support the business despite the decline.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins stronger-than-expected Q3 results, upbeat Q4 outlook and expanded buyback fueled a sharp rally after a steep share-price decline. Bulls see the report as evidence the growth story remains intact and point to a possible short squeeze, while skeptics question the rallys durability amid concerns about slowing growth, costs and valuation.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells proposed all-stock acquisition of Lumentum is dominating discussion as investors weigh dilution, valuation, and a long approval process amid a sharp selloff; some traders blame the deal for adding pressure to MRVL and debate whether it should be canceled. Others see strategic value in combining Marvells chips with Lumentums optical technology for AI data centers and view the decline as excessive, while broader semiconductor weakness and concerns about data-center expansion add to the uncertainty.

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 steep selloff is tied to fears that election results could bring tighter data-center permitting and slow its Texas expansion, alongside reports that Microsoft reduced data-center spending partly because of delays at IREN. Traders are also focused on upcoming earnings: bears cite execution and funding risks, while bulls argue that existing power infrastructure and continuing AI demand support the business.

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

Direxion Daily Semiconductor Bull 3X Shares

Fears that Democratic control could bring tighter restrictions or delays for AI data centers are weighing on semiconductor stocks and drawing attention to SOXL, whose 3x leverage magnifies the sectors moves. Traders are split between expecting further declines and viewing the selloff as an overreaction, arguing that AI demand and the buildout remain intact.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snaps quarterly results missed revenue and daily-active-user expectations, prompting a sharp selloff as traders focused especially on weaker user growth and advertising trends. The reaction is disputed: bears see ongoing growth problems, while bulls point to improved profitability, cash generation, and upbeat fourth-quarter guidance.

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$SPY $QQQ $SOXX $SOXL $SOXS SOXL is down 75% since our strong sell call 4 months ago. We were featured as the top trader on Stocktwits in July (check our profile) for one reason: we know when to pivot, both bullish *and* bearish. With the big election surprise, we have multiple plays planned in the coming days that we have a great deal of confidence in. Everything will be detailed in the Bullseye Private Alerts room tomorrow. If you&#39;re not a member, we have a 7-day free trial and half off for life special now (only a few spots left). Visit 👉 BullseyeGains.com

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🎯 BULLSEYE STRONG SELL ALERT 🎯  
After the most extraordinary quarter for semiconductors in the 30 years we&#39;ve been trading, we&#39;re expecting a massive reversal for the most overextended names. Many semi companies have stratospheric valuations that we feel will come crashing back down to Earth in the coming weeks. Be careful out there folks. Bear put spreads are your friend for this quarter. $SPY $QQQ $SOXX $SOXL $SOXS

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 SOXL is down 75% since our strong sell call 4 months ago. We were featured as the top trader on Stocktwits in July (check our profile) for one reason: we know when to pivot, both bullish *and* bearish. With the big election surprise, we have multiple plays planned in the coming days that we have a great deal of confidence in. Everything will be detailed in the Bullseye Private Alerts room tomorrow. If you're not a member, we have a 7-day free trial and half off for life special now (only a few spots left). Visit 👉 

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