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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

Reports of Jensen Huangs alleged relationshipsincluding one involving an Nvidia executive and a woman suspected of Chinese intelligence tieshave sparked speculation that the board could remove him, raising governance and leadership concerns. Traders are divided between fearing further uncertainty if Huang leaves and viewing the selloff as an overreaction because Nvidias business can continue without him.

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 shares rallied alongside other AI-cloud providers after CoreWeaves strong results eased concerns about sector demand and financing. Traders are focused on Nebiuss quarterly results, debating whether the run-up has priced in strong growth and whether expansion costs and execution risks could temper the outlook.

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

AMDs rally is being linked by traders to reports of allegations and board scrutiny involving Nvidia CEO Jensen Huang, with speculation that investors may rotate from Nvidia into AMD. Others argue the scandal does not change chip competitiveness and view the move as sentiment-driven and potentially short-lived.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MSCIs index review and the prospect of Strategy being excluded dominate discussion, with traders fearing forced passive-fund selling while others argue the risk is priced in or unlikely to matter much long term. Bitcoin weakness is adding to bearish concerns about MSTRs exposure to the cryptocurrency.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Reports that Nvidias board may consider removing CEO Jensen Huang amid alleged affairs and security concerns have fueled volatility in QQQ, with traders noting Nvidias influence on the tech-heavy index. The community is split between viewing the selloff as an overreaction and worrying about broader AI-trade concentration, while others point to a rebound in chip stocks.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is being discussed as a beneficiary of traders rotating from Nvidia amid reports of investigations into CEO Jensen Huang and speculation about leadership uncertainty; some see an opening for rival chipmakers, while others doubt the gains will hold or fear spillover across semiconductors. Optimism around AI demand and the upcoming Anthropic IPO also features in the bullish case.

Quant (QNT) is a cryptocurrency and operates on the Ethereum platform. Quant has a current supply of 14,881,364 with 12,072,738 in circulation. The last known price of Quant is 181.35245038 USD and is down -6.44 over the last 24 hours. It is currently trading on 414 active market(s) with $116,707,887.74 traded over the last 24 hours. More information can be found at https://quant.network/.

Quant

QNTs volatile pullback and repeated tests of key support are driving debate, with some traders buying the dip and others warning of further downside or continued range-bound trading. Many holders remain bullish on Quants prospective role in banking tokenization and the planned Clearing House network, though they disagree on how soon that use case could translate into token demand.

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

Ondas upcoming Q3 earnings report dominates discussion, with traders debating whether revenue growth and guidance can offset concerns about losses, cash burn and dilution. A recent Digital Bat tactical-drone production order adds to the growth narrative, while high short interest fuels speculation about a possible squeeze.

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 sharp rebound is being linked to renewed confidence in AI infrastructure demand after CoreWeaves upbeat outlook, alongside Evercores view that disciplined NAND supply and AI demand could support a more durable memory cycle. Traders are largely celebrating the bounce and anticipating further gains, while others warn that memory stocks remain volatile and the rally may fade.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POETs rebound after a sharp AI and photonics-sector selloff has drawn attention ahead of its Q3 report, with traders watching for evidence of production ramp-up, shipments, or additional purchase orders. Bulls point to its cash position and optical-interconnect opportunity, while skeptics say the company must show meaningful commercial revenue and execution.

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 is primarily driven by fundamentals or meme sentiment?

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@StocktwitsPolls Absolutely this is fundamentals. QNX will be everywhere securely powering everything. The current price / market cap is ludicrously low.

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 Absolutely this is fundamentals. QNX will be everywhere securely powering everything. The current price / market cap is ludicrously low.