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Palantir Technologies, Inc. engages in the business of building and deploying software platforms that serve as the central operating systems for its customers. It operates through the Commercial and Government segments. The Commercial segment focuses on customers working in non-government industries. The Government segment is involved in providing services to customers that are the United States government and non-United States government agencies. Its platforms are widely used in areas such as defense, intelligence, healthcare, energy, and financial services, supporting data integration, large-scale analytics, and operational decision-making. The company was founded by Alexander Ceadmon Karp, Peter Andreas Thiel, Stephen Cohen, Joseph Lonsdale, and Nathan Dale Gettings in 2003 and is headquartered in Aventura, FL.

Palantir Technologies Inc - Ordinary Shares - Class A

Palantir Technologies Inc

Palantirs quarterly results topped expectations and its raised outlook, driven by rapid AI adoption and strong commercial growth, are the main focus. Traders are divided over the stocks decline despite the strong report, with many citing its high valuation and broader weakness in AI and technology shares.

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 earnings beat estimates, but shares sold off as traders focused on the weaker December-quarter margin outlook and rising memory costs. The debate centers on whether strong iPhone and Mac sales can offset margin pressure, slower growth, and shortfalls in China, iPad, and wearables, particularly at a high valuation.

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 sharp pre-earnings selloff is fueling debate over whether its results and forward guidance can counter weakness across semiconductors after Intels warning and broader concerns about AI-stock valuations. Traders are split between expecting strong AI-chip demand to support a rebound and fearing that even a beat could be sold off amid the sector downturn.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells proposed all-stock acquisition of Lumentum has driven a sharp selloff, with traders focused on dilution, the purchase price, and the long path to closing. Some see strategic value in combining Marvells connectivity chips with Lumentums AI-optics business, while others question the deals terms and execution risk.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvanas Q3 report, with record sales growth and stronger-than-expected adjusted EBITDA, has fueled a sharp rally and short-squeeze speculation, despite an EPS miss and pressure on per-car margins. Bulls see momentum continuing, while bears question the valuation and earnings quality, pointing to weaker unit economics, financing risks and insider activity.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

SOXX is under pressure as investors question whether heavy AI and data-center spending will generate adequate returns, alongside valuation and financing concerns weighing on semiconductor stocks. Traders are split between buying the selloff on confidence in durable chip demand and warning that the correction could deepen if support levels fail.

ON Semiconductor Corp. engages in the provision of intelligent power and sensing solutions with a primary focus on automotive and industrial markets. It operates through the following segments: Power Solutions Group (PSG), Analog and Mixed-Signal Group (AMG), and Intelligent Sensing Group (ISG). The PSG segment offers discrete, module, and integrated semiconductor products that perform multiple application functions, including power switching, signal conditioning, and circuit protection. The AMG segment designs and develops analog, mixed-signal, power management integrated circuits, sensor interface devices, power conversion, signal chain, and voltage regulation devices. The ISG focuses on the design and development of complementary metal oxide semiconductor image sensors, image signal processors, single photon detectors, including silicon photomultipliers, single photon avalanche diode arrays, and short-wavelength infrared products, as well as actuator drivers for autofocus and image stabilization. The company was founded on July 4, 1999 and is headquartered in Scottsdale, AZ.

ON Semiconductor Corp.

ONs quarterly earnings have prompted a mixed reaction: traders note the results beat expectations and point to AI data-center demand, while the stocks decline has drawn concern about acquisition spending, financial flexibility and broader semiconductor weakness. Some see the selloff as a sell-the-news response despite the results; others remain cautious about the deal commitments and outlook.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Midterm-election uncertainty is driving discussion, with traders treating DJT as a proxy for Trumps political fortunes. Bearish voices expect Democratic gains to pressure the stock, while bullish traders point to a possible Republican win or a short-term bounce; the outcome remains uncertain.

Trulieve Cannabis Corp. engages in the cultivation, processing, manufacturing, and retail distribution of medical and adult-use cannabis products. It cultivates and produces its products in-house and distributes to its branded stores, as well as directly to patients via home delivery. The company was founded by Kim Rivers & Jason Pernell on September 17, 1940 and is headquartered in Tallahassee, FL.

Trulieve Cannabis Corp - Ordinary Shares (Sub Voting)

Trulieve Cannabis Corp 

Trulieves reported addition to the S&P Total Market and Completion indexes is drawing attention, with traders anticipating index-related buying while others caution the move could fade. The broader discussion still centers on the uncertain DEA Schedule III process and potential 280E tax relief, though some traders see Trulieves medical-focused business as less exposed to delays.

ProShares Trust - ProShares UltraPro QQQ 3x Shares

ProShares UltraPro QQQ

A sharp Nasdaq and technology-stock selloff is weighing on TQQQ, with concerns about whether heavy AI spending will generate sufficient returns adding pressure; the funds leverage magnifies the move. Traders are split between buying the dip for a rebound and expecting further losses, while options activity reflects bets on both directions and debate over leverage and volatility decay.

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$RKLB: I’ve seen comments blaming the carbon-fiber design choice and Neutron’s launch delay, but NO, the current selloff is not due to that 🤣.

Based on what we know today, carbon fiber remains the right long-term choice for scaling Rocket Lab’s launch business. As for Neutron’s delay, it’s already well known and, frankly, likely in the program’s best long-term interest. Better to get it right than rush the launch.

The selloff is largely about broader market conditions, not RKLB specifically. High-beta growth stocks and the space sector are getting hit across the board.

My recommendation? If you still have dry powder and believe in the long-term thesis, take advantage of the pullback and deploy capital.

Cheers!

Isa L

Todd

Mark Brinton

Steven Grant

Klemmer777

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Rocket Lab USA Inc

: I’ve seen comments blaming the carbon-fiber design choice and Neutron’s launch delay, but NO, the current selloff is not due to that 🤣.

Based on what we know today, carbon fiber remains the right long-term choice for scaling Rocket Lab’s launch business. As for Neutron’s delay, it’s already well known and, frankly, likely in the program’s best long-term interest. Better to get it right than rush the launch.

The selloff is largely about broader market conditions, not RKLB specifically. High-beta growth stocks and the space sector are getting hit across the board.

My recommendation? If you still have dry powder and believe in the long-term thesis, take advantage of the pullback and deploy capital.

Cheers!