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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 admission of an affair with a woman suspected of links to Chinese intelligence, and Nvidias board investigation, dominate discussion, with traders focused on possible leadership and national-security fallout. Views are split between concerns about uncertainty and potential export-control scrutiny and buyers who see the scandal as separate from Nvidias business fundamentals; the board has said it has no reason to believe company secrets were compromised.

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 drawing attention as traders speculate that Nvidias CEO controversy could shift investor interest toward AMD, while the stock rebounds sharply after a broader chip selloff. The community is divided on whether the bounce can last, weighing AMDs data-center growth against concerns about AI spending and potential data-center regulation.

Nasdaq, Inc. is a holding company, which engages in trading, clearing, exchange technology, regulatory, securities listing, information, and public and private company services. It operates through the following segments: Capital Access Platforms, Financial Technology, and Market Services. The Capital Access Platforms segment delivers liquidity, transparency, and integrity to the corporate issuer and investment community by empowering clients to effectively navigate the capital markets, achieve their sustainability goals, and drive governance excellence. The Financial Technology segment offers platforms that improve the liquidity, transparency, and integrity of the global economy by architecting and operating the markets. The Market Services segment includes equity derivative trading and clearing, cash equity trading, fixed income, currency, and commodities trading. The company was founded by Gordon S. Macklin in 1971 and is headquartered in New York, NY.

Nasdaq Inc

Nasdaqs planned expansion to nearly continuous, 23-hour weekday trading is drawing attention alongside the broader shift toward round-the-clock markets. Traders see potential for greater access and exchange activity, while some question whether extended hours will bring deeper liquidity or more volatility.

Interactive Brokers Group, Inc. is an investment holding company, which engages in broker or dealer and proprietary trading businesses. It offers custody and service accounts for hedge and mutual funds, exchange-traded funds, registered investment advisors, proprietary trading groups, introducing brokers, and individual investors. The company was founded by Thomas Pechy Peterffy in 1977 and is headquartered in Greenwich, CT.

Interactive Brokers Group Inc - Ordinary Shares - Class A

Interactive Brokers Group Inc 

Discussion centers on a technical pullback after IBKR reached a prior Elliott Wave objective, with traders watching whether support holds before the broader bullish trend resumes. Some see the dip as a buying opportunity, while others expect a deeper correction; options and off-exchange activity are also drawing attention, but their direction is unclear.

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 drawing attention after a steep selloff alongside AI and semiconductor stocks, as traders worry that data-center expansion could slow and memory demand or pricing may be near a cyclical peak. The community is split between viewing the decline as an oversold pullback backed by buybacks and an upcoming stock split, and expecting further weakness if AI spending and memory demand cool.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

SMH is drawing attention amid a sharp semiconductor selloff as traders reassess whether AI data-center spending can deliver adequate returns and whether post-election policy could slow projects. Bears see further risk from weak momentum and crowded positioning, while bulls argue demand remains intact and the pullback may be an oversold buying opportunity.

Vir Biotechnology, Inc. operates as a clinical-stage immunology company that focuses on combining immunologic insights with cutting-edge technologies to treat and prevent serious infectious diseases. The firm's technology platforms include antibody, T cell, innate immunity and siRNA, which are designed to stimulate and enhance the immune system by exploiting critical observations of natural immune processes. The company was founded by Robert Taylor Nelsen, Klaus Frueh, Jay Parrish, Lawrence Corey, and Louis Picker in April 7, 2016 and is headquartered in San Francisco, CA.

Vir Biotechnology Inc

Virs Phase 3 ECLIPSE-1 trial met its primary endpoint for its hepatitis delta combination, with traders highlighting the high rate of patients reaching undetectable virus and viewing the results as supportive of the upcoming ECLIPSE-2 and -3 readouts. The reaction is broadly optimistic, though expectations for future approval and commercial success remain uncertain.

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 caught in a broader AI and semiconductor selloff amid concerns that data-center expansion and hyperscaler spending could slow, with traders also questioning customer concentration and AI financing. The community is frustrated by the stocks sharp underperformance, while bulls argue its AI growth and cash generation make the decline an overreaction.

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

SMCI is rebounding after a sharp AI-hardware selloff, despite a strong quarterly report and raised revenue outlook. Traders are split between seeing an unusually cheap AI-infrastructure growth play and worrying about thin margins, cash conversion and inventory, while some also debate whether data-center policy concerns could slow demand.

Sui (SUI) is a cryptocurrency launched in 2023. Sui has a current supply of 10,000,000,000 with 4,139,043,544.1303763 in circulation. The last known price of Sui is 0.82984157 USD and is down -2.59 over the last 24 hours. It is currently trading on 998 active market(s) with $264,974,764.28 traded over the last 24 hours. More information can be found at https://sui.io/.

SUI is drawing attention for its prolonged decline and underperformance, with traders pointing to broader weakness in altcoins and concerns about token supply and unlocks. Some see the pullback as a buying opportunity, while others expect further downside and question the tokenomics and networks prospects.

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$SPCX 

During the conference yesterday Elon threw out a lot of lofty numbers and goals.  

Even if only half of the goals come true I can see SpaceX  could be  a 10x stock.  

Buy, accumulate and hold.   GLTA

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SpaceX

 

During the conference yesterday Elon threw out a lot of lofty numbers and goals.  

Even if only half of the goals come true I can see SpaceX  could be  a 10x stock.  

Buy, accumulate and hold.   GLTA