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Hot inflation data revived concerns about further Fed rate hikes, while a sharp semiconductor and AI-related selloff added pressure to the broad market. Traders debated whether the decline was a routine pullback or the start of a deeper correction, with many watching producer-price data for direction.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Hotter-than-expected inflation revived fears of further Fed rate hikes, while a sharp semiconductor and AI-stock selloff weighed on the tech-heavy QQQ; traders also focused on South Koreas market plunge. The community is split between viewing the decline as a pullback and warning of a deeper AI-led unwind, with some looking for a rebound around upcoming economic and chip-sector updates.

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 sharp memory-chip selloff, as traders cite fears of Chinese competitor CXMT, weakness in South Korean chip stocks, and broader tech pressure tied to inflation and interest-rate concerns. The community is split between calls that competition and AI-spending risks threaten memorys growth cycle and buyers who view the decline as overdone given expected AI-related demand.

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

CoreWeave is selling off amid Gartners warning that most independent neocloud providers may not remain independent by 2030, with concern over the companys debt and strained bond market amplifying fears about its ability to finance expansion. Traders are split between warnings of insolvency and AI-bubble risk and dip-buying arguments that demand, backlog, and Nvidias backing support the business; hotter inflation and broader tech weakness added pressure.

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 under pressure amid a broader South Korean and semiconductor selloff, with traders pointing to fears of Chinese memory competition, uncertainty over AI spending and macro concerns. Some see the decline as an overreaction given HBM demand and the companys fundamentals, while others expect more downside amid foreign selling and weak sector sentiment.

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 memory-stock selloff as traders weigh fears that expanding Chinese memory-chip capacity could pressure the sector, alongside broader weakness in Korean and semiconductor markets. The community is split: bears see competition and cyclical supply risks, while bulls argue CXMTs DRAM products are not a direct threat to SanDisks NAND business and point to AI-driven storage demand.

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 selloff, with hotter-than-expected inflation raising rate-hike concerns and weakness in South Korean chip stocks adding pressure. Traders are split between viewing the decline as a macro-driven pullback and fearing a deeper AI-trade unwind tied to valuations, spending and neocloud financing risks.

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 are the main focus: traders cite strong record sales but are weighing whether margins, guidance and AI-related capex can satisfy high expectations. The stocks decline amid a semiconductor selloff has fueled debate between dip buyers who see durable AI-chip demand and bears expecting a sell-the-news reaction.

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 alongside other neocloud stocks after Gartner warned that many providers may not remain independent as AI infrastructure spending outpaces revenue; concerns about CoreWeaves debt and hotter inflation adding to rate-hike fears are weighing on the sector. Traders disagree over whether the drop signals funding and valuation risks or an overreaction to a still-growing AI demand story, with some buying the dip.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

The FDA expanded Anktivas approval with BCG to include BCG-unresponsive papillary-only bladder cancer, broadening its eligible patient population ahead of the expected decision date. Traders largely view the decision as a meaningful commercial and regulatory win, but many are frustrated by the muted share-price reaction; others argue the news was partly priced in and point to concerns about valuation, losses, dilution, and how quickly adoption translates into sales.

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$PATH https://x.com/ChrisMMillas/status/2110423199867355583

Sam9961862

David Burke

Al shafter

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X (Formerly Twitter)

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