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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 resignation and Colette Kresss appointment as interim CEO have driven NVDA attention, with traders debating whether the leadership change and speculation about governance or China-related fallout pose lasting risks. Many are buying the sharp selloff and arguing Nvidias business remains intact, while others see prolonged uncertainty ahead of earnings.

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 sold off after its quarterly report despite strong growth, as traders focused on a lower-end revenue outlook, delayed capacity and sharply higher planned capital spending. Bulls see the decline as an overreaction given customer demand and prepayments, while bears worry about execution, financing needs and possible dilution; Nvidia-related turmoil added pressure on the AI sector.

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 quarterly results beat revenue and EPS expectations, with raised revenue guidance, a larger backlog and an earlier profitability target, but weaker margins and a wider adjusted EBITDA loss weighed on the stock. Traders are divided over the selloff: bulls emphasize growth and defense orders while blaming short pressure, while bears focus on dilution, cash burn and the need to convert orders into profitable revenue.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines Q3 results beat expectations, with record revenue and backlog, positive free cash flow, and a reaffirmed growth outlook driving a sharp rally. Bulls see evidence of a shift toward a more established space-infrastructure business, while skeptics question whether the results and backlog will translate into durable profitability and execution.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment includes To-Home businesses, which include Ele.me, local services and delivery platforms, and Taoxianda, and To-Destination segment businesses, which include Amap, the provider of mobile digital maps, navigation and real-time traffic information, and restaurant and local services guide platforms. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solutions. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba shares are under pressure as traders connect the Nvidia leadership and suspected-spy controversy to alleged links between Alibaba and AI data-center firm Megaspeed, alongside fears of tighter U.S. controls on access to advanced chips; any direct Alibaba involvement or fallout remains unconfirmed. The discussion is mostly bearish, though some traders call the selloff an overreaction and see a buying opportunity ahead of earnings.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Trading is centered on the FDAs Nov. 22 decision on Capricors deramiocel application for preserving upper-limb function in Duchenne muscular dystrophy. Many traders are optimistic based on the HOPE-3 data and managements comments, while others point to the earlier advisory-panel vote and emphasize the risk of rejection; speculation about short covering has also accompanied the rally.

Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,110,893. The last known price of Bitcoin is 73,962.09788083 USD and is up 0.65 over the last 24 hours. It is currently trading on 12778 active market(s) with $24,126,519,221.27 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoins sharp selloff and break below key support levels dominate the discussion, with traders citing weakness in tech stocks, a stronger dollar, rising yields and tighter liquidity; some also blame Nvidia-related headlines or concerns around Strategys index removal. The community is split between expecting further declines and treating the pullback as a buying opportunity, while some question whether the Nvidia news is meaningfully connected to Bitcoin.

Cardinal Infrastructure Group, Inc. provides infrastructure services to the residential, commercial, industrial, municipal, and state infrastructure markets. It delivers wet utility installations of water, sewer, and stormwater systems, as well as grading, site clearing, erosion control, drilling and blasting, paving, and other related site services. The company was founded on June 12, 2025 and is headquartered in Raleigh, NC.

Cardinal Infrastructure Group Inc - Ordinary Shares - Class A

Cardinals Q3 results, sharp margin deterioration and withdrawal of its 2026 outlook are driving a steep selloff, with traders also focused on the postponed Hughes Brothers deal and CFO transition. Some view the authorized buyback and cash position as support, but many question managements execution and remain wary despite calling the shares oversold.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

Boost Runs quarterly results sparked a sharp selloff: traders point to revenue falling short of expectations despite rapid growth and a large contracted backlog, raising questions about execution and converting contracts into revenue and cash flow. Some investors view the drop as an overreaction to otherwise encouraging results, while others see the miss as evidence that backlog and growth have yet to translate into dependable profitability.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

Hot inflation data and renewed expectations for Fed rate hikes have lifted the dollar and Treasury yields, pressuring gold and driving a sharp GLD selloff. Traders are divided between expecting further downside and buying the dip in anticipation of a rebound.

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$FSLR TE Q3 recap for anyone watching the dip:
📉 Headline: -$0.14 EPS miss &amp; G2_Austin financing still being finalized (potential equity component).
📈 Underlying: Over 3.5 GW locked in for 2027 (including ~1.6 GW signed right after the Section 232 waiver).
Trading around ~$2 (~$610M market cap) with a sold-out 2027 book. Watching to see where buyers step in after the dust settles

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First Solar Inc

 TE Q3 recap for anyone watching the dip:
📉 Headline: -$0.14 EPS miss & G2_Austin financing still being finalized (potential equity component).
📈 Underlying: Over 3.5 GW locked in for 2027 (including ~1.6 GW signed right after the Section 232 waiver).
Trading around ~$2 (~$610M market cap) with a sold-out 2027 book. Watching to see where buyers step in after the dust settles