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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

Super Micros AI-server earnings beat and raised outlook are drawing attention, but the shares sold off despite the strong results. Traders are split between viewing the growth and valuation as compelling and worrying about margin pressure, heavy reliance on one customer, and uncertainty over data-center expansion.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is under pressure as traders react to hopes for US-Iran diplomacy and a possible easing of Strait of Hormuz supply risks, unwinding some of oils geopolitical premium. The community is divided: bears see further downside if tensions ease, while bulls question whether a deal will hold and point to the risk of renewed conflict and shipping disruptions.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples sharp rebound to a record high after its earnings-related pullback has sparked talk of a short squeeze and rotation into the mega-cap as a perceived defensive alternative to AI-heavy chip stocks. Bulls see renewed strength, while skeptics cite its valuation and rising memory costs as risks to margins.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

A broad selloff in AI and optical-networking stocks, alongside fears that data-center spending may not deliver strong returns, is weighing on Coherent. Traders are divided between viewing the drop as an overdone, sector-wide pullback and worrying that AI infrastructure demand or funding could weaken; no company-specific catalyst clearly dominates.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

Selling pressure is centered on concerns that Venture Globals contracted LNG volumes have limited its near-term benefit from elevated spot prices, with traders also wary of debt, BP arbitration exposure, and insider selling. Bulls point to Plaquemines ramp-up and the potential AI data-center power business, while bears say those opportunities remain uncertain and may require substantial investment.

Vistra Corp. is a holding company, which engages in the provision of electricity and power generation. It operates through the following segments: Retail, Texas, East, West, and Asset Closure. The Retail segment includes sale of electricity and natural gas to residential, commercial, and industrial customers. The Texas and East segments are involved in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The West segment represents the company's electricity generation operations in CAISO. The Asset Closure segment refers to the decommissioning and reclamation of retired plants and mines. The company was founded in 1882 and is headquartered in Irving, TX.

Vistra Corp

Vistra is selling off amid concerns that Texass Democratic election outcome could bring tighter data-center rules, alongside a KeyBanc downgrade citing policy uncertainty for merchant power generators. Traders are divided between viewing the drop as an overreaction given long-term electricity demand from AI data centers and worrying that regulation could constrain growth.

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 upbeat outlook have been overshadowed by a sharp fade in the post-earnings gains, as chip stocks sell off. Traders debate whether election-related concerns about potential data-center restrictions and AI spending justify the weakness, while others see the reaction as excessive given the results.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

Riots better-than-expected quarterly results and a 15-year lease covering 910 MW at its Corsicana campus are driving attention, with traders viewing the deal as a major step in its shift from Bitcoin mining to AI data-center infrastructure. The reaction is largely bullish, though some question project financing, execution and the time before the facilities generate rent.

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 total revenue guidance was raised, but Orladeyo guidance was left unchanged, prompting concern among traders about a softer quarter ahead and possible competitive pressure. The stocks muted, negative reaction despite the results has fueled frustration over management and the disconnect between business performance and share price.

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 after MaxLinear outlined plans to compete in the 1.6T active electrical cable market where Credo is widely viewed as the incumbent leader. Traders are split on whether the competitive threat could erode Credos position or whether the selloff overstates the risk given continued AI data-center demand, with broader weakness in AI and semiconductor stocks adding pressure.

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$NCLH 

I think shorts are slowly covering to avoid the squeeze

Dean M

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Norwegian Cruise Line Holdings Ltd

 

I think shorts are slowly covering to avoid the squeeze

john vincent

@Intheface they didn’t cover when this was 21 and 22 and I really don’t see them doing anything until the next earnings

 they didn’t cover when this was 21 and 22 and I really don’t see them doing anything until the next earnings