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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

Nvidias steep decline amid a broader semiconductor and AI selloff is being linked to concerns that election-driven opposition, permitting hurdles and power constraints could slow data-center expansion and AI spending. Traders are divided between fears that AI growth assumptions are weakening and dip-buyers arguing demand remains intact, policy action is uncertain, and projects can shift elsewhere.

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

AAOI is sliding despite a quarterly earnings beat as traders focus on softer-than-expected Q4 revenue guidance and delays to planned U.S. capacity expansion. Bulls call the selloff an overreaction to strong data-center demand, while bears cite execution, margin, and broader AI-infrastructure spending concerns.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

A broad tech and memory-sector selloff, alongside trader concerns that potential data-center and AI restrictions could weigh on demand, is driving the discussion. Many see the drop as an overreaction and are buying ahead of the upcoming earnings report, while a possible SK Hynix deal remains speculation.

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 are driving discussion: traders point to rapid AI-cloud growth, a larger backlog and new customer contracts, while the rollout of its contracted revenue target has been pushed back. The sharp selloff despite those positives reflects concerns about execution delays, heavy capital needs and financing; bulls see the AI business gaining traction, while bears question whether the company can fund and deliver its expansion.

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 the company cut its full-year outlook, with heavier investment in its Predictions business weighing on profitability; traders have focused on the sharp selloff and questioned managements execution, costs, and competition from Kalshi and Polymarket. Some investors argue that Predictions growth and customer gains could pay off over time and view the reaction as excessive.

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 and AI-stock selloff as traders worry that election-related data-center restrictions could slow infrastructure spending and demand for AI chips. The community is split between viewing the drop as an overreaction to uncertain policy, with memory demand still strong, and expecting further downside amid the sectors sharp retreat.

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

Direxion Daily Semiconductor Bull 3X Shares

Fears that political pushback could slow data-center construction and AI spending have fueled a sharp selloff in semiconductor stocks, with SOXLs 3x leverage amplifying the move. Traders are split between viewing the decline as an oversold buying opportunity and warning of more losses from continued selling, margin liquidations, and leverage decay.

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 raised guidance, prompting a sharp after-hours rally despite the stocks steep regular-session decline amid a broad tech selloff. Bulls welcomed accelerating growth, while skeptics cited high valuation, weaker margins and continued losses as reasons for caution.

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

Fears that the midterm results could bring tighter scrutiny or delays for data-center projects have fueled a broad AI-chip selloff, dragging AMD lower despite traders citing strong results and demand. The community is split between concerns that slower AI spending could expose stretched valuations and dip buyers arguing that demand remains intact and projects could shift elsewhere.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

SMHs steep selloff is being tied to fears that political opposition and potential restrictions on data-center construction could slow AI infrastructure spending and chip demand. Traders debate whether those concerns signal a lasting threat to the AI trade or an overreaction to policy uncertainty, with some viewing the decline as a buying opportunity and others warning of further downside.

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$VZ sold a 15 year position and moved it into SpaceX.

Renewable Energy

Jeff VerHaar

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Verizon Communications Inc.

 sold a 15 year position and moved it into SpaceX.

IBott

@IBott lol your getting reamed with your $LITE stock, maybe you should sell everything and stick to CDs.

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Lumentum Holdings Inc

 stock, maybe you should sell everything and stick to CDs.

MRommel

@MRommel  Where were you last week!
Still have a COST basis of 48.  But still hurts!

  Where were you last week!
Still have a COST basis of 48.  But still hurts!