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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 post-election calls for tighter data-center oversight could slow AI infrastructure spending and chip demand. The community is split between calling the drop an overreaction and buying the dip, and warning that uncertainty over AI spending could bring further downside and 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

IRENs quarterly results and outlook are driving attention: AI cloud growth and new contracts drew bullish reactions, while the pushed-back rollout of its contracted ARR target and heavy funding needs fueled concerns. Traders are split between expecting a rebound or short squeeze and viewing the delay, debt and broader AI-sector selloff as reasons for further weakness.

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 drawing attention after a steep selloff in chip and AI stocks, as traders worry that political opposition and possible data-center restrictions could slow AI infrastructure spending. The community is split between viewing the drop as an overreaction and buying opportunity, and fearing a broader repricing of AI capex and chip demand.

Ethereum (ETH) is a cryptocurrency . Ethereum has a current supply of 122,192,071.85523712. The last known price of Ethereum is 2,238.82507201 USD and is down -7.69 over the last 24 hours. It is currently trading on 14268 active market(s) with $19,113,383,798.40 traded over the last 24 hours. More information can be found at https://www.ethereum.org/.

Ethereum

Ethereums sharp decline alongside a broader crypto sell-off has traders focused on downside levels, liquidations and whether the bounce can hold. Some attribute pressure to Binance hack concerns and political or macro uncertainty, while others see the pullback as a buying opportunity and expect a recovery.

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

Direxion Daily Semiconductor Bear 3X ETF

A sharp semiconductor selloff amid concerns about AI and data-center spending has lifted interest in SOXS, the 3 inverse semiconductor ETF. Traders are debating whether chip weakness will continue or the move will reverse, while also cautioning that SOXSs daily leverage can magnify volatility and decay over time.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BioCrysts quarterly results beat expectations and lifted total revenue guidance, but the ORLADEYO outlook was unchanged and the reported sales included a specialty-pharmacy inventory build, prompting doubts about underlying growth and the next quarter. Traders are frustrated that the stock has fallen despite the results, while debate centers on whether ORLADEYO cash generation can offset debt, competition, and the wait for Navenibart data.

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

A sharp broad-market selloff led by AI and semiconductor stocks has put SPY in focus, as traders link post-midterm fears of tighter AI rules and slower data-center investment to pressure on tech-heavy indexes. The community is split between expecting further downside and viewing the move as an overreaction or buying opportunity, with elevated volatility fueling the debate.

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 quarterly results missed expectations and the company cut its full-year outlook, with heavy investment in its Predictions business weighing on profitability and prompting a sharp selloff. Traders largely criticized management and questioned the spending and competitive outlook, though some viewed the drop as an overreaction and bought shares.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQs sharp selloff is being tied to a broader tech and AI-stock retreat, as traders debate whether post-election scrutiny of data-center construction could slow AI investment. The community is split between calling the drop an overreaction and buying for a rebound, and warning that the selloff may continue.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

CADL is drawing attention amid a steep pullback that traders often attribute to broad market and biotech weakness, while others point to concerns about CEO share sales, transparency, potential dilution, and the timing of the planned prostate-cancer BLA. Bulls see upcoming clinical data and the filing milestone as reasons to remain optimistic, while skeptics question whether those catalysts can offset the selling pressure and execution risks.

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Reliance Industries Ltd.

Zomato Ltd.

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Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

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Apple Inc.

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$AMZN $NVDA $TSLA $MU $AVGO Data centers gone and Ai a thing of the past. Ai? Where we’re going we don’t need Ai.

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Shane G

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$SPY $QQQ $MSFT $META $GOOG Markets out of gas, hopium and Trump tweets. Dems are going to turn the clock back. 

Heading back to 1990

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Microsoft Corp

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Alphabet Inc - Ordinary Shares - Class C

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Amazon.com Inc

Broadcom Inc

 Data centers gone and Ai a thing of the past. Ai? Where we’re going we don’t need Ai.