SPDR Dow Jones Industrial Average ETF

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Invesco QQQ Trust Series 1

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A sharp Nasdaq-led selloff has put QQQ in focus, with traders linking pressure to fears that political pushback could slow AI and data-center investment. The community is divided over whether those concerns drove the decline or amplified broader de-risking after a hot tech run, with bearish panic and calls for a rebound both prominent.

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 results and outlook dominate discussion: traders point to rapid AI-cloud growth, a large backlog and customer-prepaid contracts, while bears focus on the delayed deployment timeline, higher debt and remaining capex funding needs. The upbeat call has prompted dip-buying and short-squeeze speculation, but the stock remains under pressure amid a broader selloff in AI and data-center names and doubts about execution.

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 broad semiconductor selloff as traders worry that election-related calls for tighter AI rules and data-center restrictions could slow infrastructure spending and chip demand; leveraged selling may be adding to the pressure. The community is split between bears expecting further declines and dip buyers arguing that strong memory demand and company fundamentals make the policy fears an overreaction.

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

Nvidias sharp drop is being tied to a broader AI and semiconductor selloff, as traders worry that election-related data-center restrictions and local backlash could slow the AI infrastructure buildout. Bulls argue demand remains intact and projects may shift locations rather than disappear, while bears point to the risk of slower spending and financing strains.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor and tech selloff, fueled by concerns about a possible slowdown in AI and data-center investment, has hammered SOXL, with its 3 leverage magnifying the losses and likely forced selling adding pressure. Traders are split between calling the decline an overreaction and buying the dip, and warning that AI spending concerns and volatility could bring further losses.

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 being discussed as a negative reaction to its quarterly report: despite beating on revenue and earnings, its forward revenue outlook fell short of expectations and management flagged delays to U.S. capacity expansion. Traders are divided between calling the drop an overreaction given strong data-center demand and worrying about execution, margins, and broader weakness in AI-related stocks.

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 Q3 results missed expectations and its sharply reduced full-year outlook, driven largely by increased spending on its Predictions business, sparked a selloff and intense criticism. Most traders view the investment as a costly bet against Kalshi and Polymarket, while some argue it could build market share and pay off over time.

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 resultsits first GAAP profit since going public, rapid growth in its Vector advertising business, and an upbeat outlookare driving a sharp rally. Traders are broadly celebrating the earnings momentum, while some debate whether the shares can clear resistance and circulate unconfirmed buyout speculation.

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 was raised, drawing attention to the gap between strong growth and a sharp share-price decline. Traders are split between focusing on accelerating growth and arguing that the rich valuation, margin compression, and continuing losses leave little room for error.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQs quarterly results and raised full-year revenue outlook are drawing attention, with bullish traders pointing to stronger growth and backlog. The shares are selling off despite the upbeat report, as investors weigh broader market weakness and concerns about dilution, cash burn, and acquisition-led growth against the companys commercial prospects.

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$CYDY Updates to the Brazil trials....interesting that the estimated enrollment increased by 18 in the Moderate and 10 in the Critical.

https://clinicaltrials.gov/ct2/show/NCT04901676?term=leronlimab+pro140&amp;draw=2&amp;rank=9

https://clinicaltrials.gov/ct2/show/NCT04901689?term=leronlimab+pro140&amp;draw=2&amp;rank=10

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Leronlimab (PRO 140) is a humanized IgG4,k monoclonal antibody (mAb) that recognizes the C-C chemokine receptor type 5 (CCR5). CCR5 is expressed predominantly on T cells but also found on macrophages, dendritic cells, and eosinophils to mediate chemotaxis in response to its cognate ligands that include CCL5 (RANTES), CCL3 (MIP-1α), and CCL4 (MIP-1β).

Clinicaltrials

Leronlimab in Moderately Ill Patients With COVID-19 Pneumonia - Full Text View - ClinicalTrials.gov

Leronlimab in Patients With Coronavirus Disease 2019 (COVID-19) With Need for Mechanical Ventilation or Extracorporeal Membrane Oxygenation - Full Text View - ClinicalTrials.gov

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CytoDyn Inc

 Updates to the Brazil trials....interesting that the estimated enrollment increased by 18 in the Moderate and 10 in the Critical.



George Plympton

@Dooby good findings, i checked on the brazil anvisa yup numbers are right..

 good findings, i checked on the brazil anvisa yup numbers are right..