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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

Midterm-election results have fueled concerns that tougher AI rules and data-center permitting delays could slow U.S. buildouts, weighing on Nvidia and other chip stocks even as broader markets rose. Traders debate whether the policy risk and questions about AI spending and financing threaten demand or are an overreaction, with bulls arguing investment will continue and may shift elsewhere.

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 under pressure amid a semiconductor selloff, as traders worry that Democratic gains and calls for tighter AI oversight could slow U.S. data-center construction and weaken demand expectations for memory chips. The community is divided between those who see the AI buildout and memory demand as intact and the drop as an overreaction, and those who think regulation and a possible AI-spending slowdown threaten the trade.

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

A strong quarterly beat and raised outlook failed to halt a sharp selloff, with traders debating whether margin pressure, reliance on one large customer, and cash-flow concerns outweigh demand for AI servers. Some attribute the weakness to broader AI and data-center uncertainty, while bulls argue the results and outlook make the decline excessive.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins record third-quarter results, stronger-than-expected outlook, and progress with its AI advertising model fueled a sharp rally. Traders largely welcomed the report and anticipated further gains, while others warned the post-earnings surge could fade and questioned whether growth can be sustained.

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

Direxion Daily Semiconductor Bull 3X Shares

Fears that Democratic control of Congress could bring tighter AI and data-center regulation are weighing on semiconductor stocks and SOXL. Traders debate whether the selloff signals a lasting unwind of the AI trade or an overdone, oversold reaction, with the funds 3x leverage magnifying volatility.

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

IREN is under pressure as traders debate whether Democratic gains and Texas data-center permitting concerns could slow AI infrastructure growth, with a report linking IREN project delays to lower Microsoft data-center spending adding to worries ahead of earnings. Bears focus on regulatory and execution risks, while bulls argue existing power assets and continuing AI demand could limit the damage.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells proposed all-stock Lumentum acquisition is the main focus as shares sell off sharply. Traders debate dilution, the price and risks of a lengthy approval process, with some backing the strategic AI-optics combination and others calling for the deal to be canceled; broader semiconductor weakness and data-center policy concerns add to the pressure.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomms multi-year deal to supply chips and software for SpaceXs planned Starlink Mobile 5G network is drawing attention as a potential growth avenue beyond handsets; traders are split on its promise given the rollout timeline and uncertain near-term revenue. The discussion also reflects a mixed earnings reaction, with handset weakness and rising component costs weighing against the reported beat and revenue outlook.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

Kratos shares are under heavy selling pressure near 52-week lows ahead of its quarterly results, with traders citing uncertainty over defense budgets and election-related spending concerns; no specific negative company development is established in the discussion. The community is split between buyers calling the decline an overreaction and bearish traders wary of valuation and the earnings outlook, while call activity is viewed as speculative rather than confirmation of a reversal.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credo shares are under pressure amid a broader AI-infrastructure selloff and concerns that MaxLinears planned entry into the 1.6T active electrical cable market could challenge Credos dominant position. Bears see growing competition as a threat, while bulls argue Credos established lead and expanding data-center demand can support continued growth.

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$MU Okay so, democrates won and now we don’t need anymore memory chips? Think twice !

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 Okay so, democrates won and now we don’t need anymore memory chips? Think twice !

Falcones

@Falcones 

It’s retarded 
Without memory, there is no TSLA robot, no AI,

 

It’s retarded 
Without memory, there is no TSLA robot, no AI,

@Falcones Trumps team was backing all the AI infrastructure. So naturally the Dems will have to go after it all now.

 Trumps team was backing all the AI infrastructure. So naturally the Dems will have to go after it all now.