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

Hotter-than-expected inflation has revived rate-hike concerns and pressured QQQ, with worries about an AI and semiconductor unwind adding to the selling. Traders are split between expecting a deeper correction and viewing the decline as an oversold pullback that could bounce.

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

Hotter-than-expected inflation data and renewed Fed rate-hike concerns are driving the SPY discussion, with some traders also pointing to weakness in AI-related stocks. The reaction is mostly bearish, but traders disagree on whether selling will continue or the market is oversold and due for a rebound; upcoming PPI data is another focus.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

Gartners warning that most independent neocloud providers may cease operating independently by 2030 intensified concerns that AI infrastructure spending could outpace revenue, contributing to a sharp selloff. Traders are also debating CoreWeaves debt and borrowing costs against its large contract backlog and ongoing demand for AI computing.

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 selling off alongside semiconductors and broader tech as hotter-than-expected inflation raises concern about higher rates. Traders also debate AI-specific risks, including stretched valuations and debt-heavy AI infrastructure spending, while dip buyers argue the decline is a buying opportunity.

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

SanDisks steep slide is being linked to a broader memory and semiconductor selloff, with traders focused on Chinese competitors technology advances and the risk of future supply growth pressuring memory prices, as well as wider AI-trade and macro concerns. Bulls argue CXMTs DRAM plans are not a direct threat to SanDisks NAND business and see the decline as overdone; bears worry about rising NAND supply, cyclicality and weaker pricing.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Labs Neutron first flight has been pushed into 2027 after a manufacturing issue with a carbon-composite propellant dome, weighing on shares as traders worry about delayed growth and execution. The community is split between frustration over another schedule slip and concern about valuation, and support for taking more time to avoid a rushed or failed launch.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius and other AI infrastructure stocks are selling off after Gartner warned that more than 80% of independent neocloud providers could cease operating independently by 2030 as infrastructure spending outpaces AI revenue; inflation and financing concerns are adding pressure. Traders are split between fears of an AI-capex bubble and debt risks, and dip buyers who argue Nebiuss demand and business prospects remain intact.

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

SMCI is under pressure amid renewed focus on a former contractors guilty plea in an Nvidia-chip smuggling case, alongside broader weakness in AI stocks. Traders debate the legal and management-credibility overhang and concerns about margins against bullish views that AI-server demand remains strong ahead of earnings.

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 caught in a broader selloff in AI infrastructure and neocloud stocks after Gartner warned that many specialized providers may not survive as projected AI spending outpaces revenue; inflation and financing-cost concerns have added pressure. Traders are debating whether this signals a bursting AI bubble or an overreaction, with some selling on sector risks and others buying the dip on confidence in long-term AI demand.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor selloff is driving attention, with traders citing hotter-than-expected inflation, worries about Chinese chip competition and doubts over AI spending and valuations. Some see the decline as an overreaction to strong chip demand and earnings and are buying the dip, while others expect further weakness; SOXLs 3x leverage amplifies the volatility.

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$SE if nothing major happens here till December, I‘m finally out and will cut my losses. Holding a big $300 bag but I see better opportunities

Misspogo

Ovi Drago

Forest

Kason

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Sea Ltd - ADR

 if nothing major happens here till December, I‘m finally out and will cut my losses. Holding a big $300 bag but I see better opportunities

Hansi Hinternseher

@InvestorRelations_ why. Patience will be rewarded. Look at the numbers.

 why. Patience will be rewarded. Look at the numbers.

@InvestorRelations_ my brother in Christ, we’re literally basing on our way up, exactly what you want to be seeing along with superb earnings

 my brother in Christ, we’re literally basing on our way up, exactly what you want to be seeing along with superb earnings

@InvestorRelations_ what’s your average and how many shares may be good for tax loss harvesting. ￼

 what’s your average and how many shares may be good for tax loss harvesting. ￼