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Invesco QQQ Trust Series 1

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure amid a sharp tech-led selloff, as traders worry that calls for AI and data-center restrictions could slow the AI spending boom; some also attribute the decline to leveraged-position liquidations and broader repricing. The community is divided between seeing an overreaction and buying opportunity and warning that AI valuations and further downside remain concerns.

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 semiconductor selloff as traders worry that election-related uncertainty and calls for tighter AI regulation could slow data-center construction and chip demand. Some see the move as an overreaction amplified by forced selling and point to continued memory demand, while others expect more downside if infrastructure spending slows.

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 election-driven opposition and potential restrictions on data-center construction could slow AI infrastructure spending are fueling a sharp selloff in Nvidia and semiconductor stocks. Traders are divided between seeing a broader AI-growth reset and calling the drop an overreaction, with some expecting further losses while others are buying the dip on the view that compute demand remains intact.

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 quarterly report showed sharp growth in its AI cloud business and a larger backlog, but the target for bringing contracted capacity online slipped into January or February, while rising debt and remaining buildout funding needs weighed on sentiment. Traders are divided between seeing strong demand and customer prepayments as evidence of growth and worrying that execution delays, financing needs, and the broader AI-sector selloff could overwhelm the positives.

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 sharp selloff is tied to its quarterly report: despite a modest beat and strong data-center growth, its next-quarter revenue outlook missed expectations and the U.S. capacity expansion is delayed. Traders are split between concerns about guidance, execution and a broader AI-sector pullback, and optimism about demand and a new hyperscaler agreement.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is drawing attention after a historic selloff in semiconductor and AI-related stocks, amid fears that AI and data-center spending could slow and broader tech shares are under pressure. Traders debate whether the drop is an overreaction amplified by forced selling in leveraged positionswith some buying for a rebound and others expecting further losses.

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 quarterly results missed expectations and its lowered full-year outlook, reflecting heavier investment in its Predictions business, drove a sharp selloff. Bears see the spending, competition and weaker profit outlook as evidence of poor execution, while bulls argue growing customer activity and Predictions-market traction could pay off over time.

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 broad semiconductor and AI-stock selloff as traders weigh whether Democratic control of Congress could bring tighter AI and data-center rules and slow infrastructure spending. The community is split between fears that this threatens memory demand and views that the decline is an overreaction or forced selling, with dip-buyers pointing to continued AI demand and company fundamentals.

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 strong quarterly results, first GAAP profit, rapid growth in its Vector advertising platform, and upbeat guidance are driving a sharp rally. Traders are largely celebrating the turnaround, while some also speculate about a potential buyouta rumor not established as fact.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. The firm offers various products for application security, performance and reliability, network services, Zero Trust, developer platform, media delivery, insights, domain registration, and consumer services. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflares quarterly results beat expectations and its outlook topped consensus, sparking an after-hours rally after a sharp session decline. Traders welcomed the growth and guidance but debated whether they justify the premium valuation, with margin compression and ongoing losses drawing bearish concern.

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$QQQ $SPY $META $GOOGL speaking of META/Google/AMZN...they are dirt cheap. 
 
All of them with 25-30% growth....PEG well under 1.  P/S of 6-7 and 3 for Amazon.   Meanwhile...AVGO/NVDA P/S still at 16-17. 
 
In 2022 bear market I remember META fell to like 2x sales (P/S).  So it could still be much lower. 
 
Semis have infected this market...and finally they are cleaning house...much needed.

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 speaking of META/Google/AMZN...they are dirt cheap. 
 
All of them with 25-30% growth....PEG well under 1.  P/S of 6-7 and 3 for Amazon.   Meanwhile...AVGO/NVDA P/S still at 16-17. 
 
In 2022 bear market I remember META fell to like 2x sales (P/S).  So it could still be much lower. 
 
Semis have infected this market...and finally they are cleaning house...much needed.