SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention amid a sharp tech-led selloff, which traders link to fears that post-midterm political shifts could constrain AI and data-center investment, alongside broader concerns about stretched AI valuations and leverage. The conversation is largely bearish, with warnings of further declines countered by traders calling the drop oversold and buying the dip.

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

Nvidia is caught in a broad AI-chip selloff as traders worry that calls for tighter AI rules and possible data-center delays could slow infrastructure spending; some also question the sustainability of AI investment and financing. The community is split between bearish claims that the AI trade is unwinding and buyers who view the drop as an overreaction given Nvidias role in AI and continued demand.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

A sharp market selloff has traders debating whether the midterm results and concerns about possible limits on AI and data-center development are weighing on tech-heavy indexes, alongside broader profit-taking and leverage unwinds. Bears see further downside, while dip buyers argue the election-related fears are overblown and look for a rebound.

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

Microns sharp selloff is tied to concerns that Democratic gains in Congress and calls for tighter AI rules could slow data-center construction and weaken demand for AI-related chips. Traders are divided between viewing the drop as an overreaction to policy uncertainty, with AI and memory demand intact, and seeing it as a broader unwind of the AI trade and doubts about capital spending.

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

Direxion Daily Semiconductor Bull 3X Shares

A steep semiconductor-sector selloff has hammered SOXL, with traders linking the pressure to fears that the Democratic sweep could slow AI and data-center investment, alongside broader concerns about AI valuations. The community is split between viewing the decline as panic and leveraged-position unwindingand buying for a reboundand warning that SOXLs daily 3x leverage magnifies losses and decay.

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 selloff as traders worry that Democratic control and calls for tighter AI regulation could slow data-center construction and weaken AI-related memory demand. The community is split between viewing the decline as an overreaction to policy fears and warning that the AI trade and memory cycle may be turning, with some also citing falling memory prices.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

A broad tech and AI selloff has pressured SPCX, with traders also debating whether political uncertainty around Musk could bring added scrutiny to SpaceXs government relationships; others point to upcoming insider share unlocks as a source of selling. Dip-buyers call the decline an overreaction, while bears warn that market weakness and these risks could mean further downside.

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

AMDs strong earnings and outlook have been overshadowed by a broad AI and semiconductor selloff, as traders worry that post-midterm calls for AI regulation and data-center scrutiny could constrain infrastructure spending. The community is split between viewing the decline as an overreaction and buying opportunity, and fearing that AI-capex doubts and AMDs high valuation leave room for further losses.

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 20,105,365. The last known price of Bitcoin is 80,658.0733598 USD and is up 4.77 over the last 24 hours. It is currently trading on 12773 active market(s) with $40,139,541,803.82 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoins sharp pullback is drawing attention amid broader risk-off selling in stocks and tech, with traders pointing to leveraged-position liquidations as a possible amplifier. The community is split between calling it a buying opportunity or a routine retest and warning that support may break into a deeper decline.

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 plunging amid a broader selloff in AI and data-center infrastructure stocks, with traders citing fears of tighter regulation and a report linking delays at its Texas site to Microsofts lower-than-planned AI spending. The upcoming earnings report adds uncertainty: bears question execution and future demand, while bulls argue the sector-wide rout may be overdone.

statis crypto Watchlist

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

$BE Seems like democrats taking over is causing mass panic

Robert

Impressive

Stephen Dempsey

StockTwits Web

Bloom Energy Corp - Ordinary Shares - Class A

 Seems like democrats taking over is causing mass panic

@Hjaelmarsson Yeah that&#39;s what&#39;s doing it the bubble had nothing to do with this

 Yeah that's what's doing it the bubble had nothing to do with this

DaperDAN

@Hjaelmarsson Massive pain.  I’d like to know what the hell all these morons who backed them on the tech stock threads here were thinking of what would happen to data center related and AI stocks.  The answer: their heads were up their butts.  We all are having a great run with these stocks and now look at the fallout. ￼

StockTwits for iOS

 Massive pain.  I’d like to know what the hell all these morons who backed them on the tech stock threads here were thinking of what would happen to data center related and AI stocks.  The answer: their heads were up their butts.  We all are having a great run with these stocks and now look at the fallout. ￼

Draco

@Cladkeeper Yeah, I am not American nor do I live in the US, but all I heard from democrats is just basically throwing political sht at the incumbent party/president for the sake of it. Even if it means destroying the engine of the world or at least pretending to do so, I still think they will just not follow through on most of that stuff they said, again BE is in a blue state and has blue supporters...

 Yeah, I am not American nor do I live in the US, but all I heard from democrats is just basically throwing political sht at the incumbent party/president for the sake of it. Even if it means destroying the engine of the world or at least pretending to do so, I still think they will just not follow through on most of that stuff they said, again BE is in a blue state and has blue supporters...

@Hjaelmarsson I bought @186.  I didn’t think it would go this low!! I don’t think it matters if BE is in a blue state.  AMZN who would have brought over 1k jobs to NYC was stopped by Dem dingbat, AOC.  Operations and business expansion will be slowed by overbearing Dem regulations.  Already today Dem leaders have announced more of the same ol’ same ol’ ‘committee’ hearings for AI CEO’s and for banking/oil executives.  All Dems care about is political warfare.  They don’t give a shit about the American worker. 
Any trader  who voted for an anti-capitalist political party is a f__king moron.

 I bought @186.  I didn’t think it would go this low!! I don’t think it matters if BE is in a blue state.  AMZN who would have brought over 1k jobs to NYC was stopped by Dem dingbat, AOC.  Operations and business expansion will be slowed by overbearing Dem regulations.  Already today Dem leaders have announced more of the same ol’ same ol’ ‘committee’ hearings for AI CEO’s and for banking/oil executives.  All Dems care about is political warfare.  They don’t give a shit about the American worker. 
Any trader  who voted for an anti-capitalist political party is a f__king moron.