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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.

Democratic gains in the midterm elections are weighing on DJT, which traders view as tied to Trumps political fortunes. The discussion is overwhelmingly bearish, with many describing Trump as politically weakened and the stock as a losing political trade, while a smaller number see a potential dip-buying opportunity.

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 strong quarterly results and raised outlook sparked discussion, but shares gave back much of their post-earnings gain. Bullish traders called the selloff disconnected from growth, while others pointed to thin margins, cash-flow and customer-concentration risks, alongside election-related fears of restrictions on AI data-center construction.

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 under pressure alongside memory and semiconductor stocks as traders debate whether the AI trade is unwinding, with election-related concerns that data-center regulation or slower investment could weaken chip demand. Some see the selloff as an overreaction and point to strong memory demand, while others warn that a future memory-cycle downturn could erode earnings; volatile rebounds have added to the debate.

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 after its post-earnings pullback is drawing attention, with traders attributing the move to a rotation into mega-cap safe haven names around the election and possible short-covering. Bulls celebrate the recovery, while skeptics question the valuation and point to rising memory costs and margin pressure.

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 quarterly results and upbeat outlook sparked an earnings-driven rally, but the gains quickly faded as traders debated whether concerns about data-center restrictions, AI spending, and valuation outweighed the growth story. Bulls view the pullback as a reaction to political uncertainty and profit-taking, while bears warn that regulation or a slowdown in AI infrastructure spending could pressure demand.

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 under pressure alongside AI and neocloud stocks as traders debate whether Democratic gains could bring tighter data-center rules or delays, especially for planned Texas capacity; uncertainty around upcoming earnings and project execution is also weighing on sentiment. Some traders argue IRENs secured power and existing sites could benefit if new construction faces hurdles, while others fear regulation and financing risks could hurt growth.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

CIFR is under pressure amid traders fears that Texass political shift could tighten approvals or delay AI data-center expansion, compounded by concerns about its Q3 revenue miss, project costs and analyst target cuts. Bears warn of regulatory and financing risks, while bulls argue existing leases and projects remain intact and view the selloff as an overreaction.

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

A sharp selloff in Sandisk and other memory stocks is drawing attention amid trader concerns that election-related policy uncertainty could slow AI data-center expansion and weaken the memory cycle. Bears see further downside, while bulls argue that strong demand, tight supply and company results remain supportive and that the political fears are overblown.

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 facing a sharp selloff that traders variously attribute to election-related fears of tighter energy rules and a broader rotation out of AI-power stocks; the community has not identified a clear company-specific trigger. Bulls call the decline an overreaction and point to ongoing data-center electricity demand, while bears see pressure on the AI-power trade ahead of earnings.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Ubers Q3 results and sharp share-price rally are driving attention, with traders pointing to strong bookings and profitability while debating the softer Q4 outlook and weakness in Mobility revenue. The CEOs driverless-vehicle expansion plans add to the longer-term discussion, though some question how soon autonomous rides will contribute meaningfully to profits.

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$NBIS Looking good. Less than 2 months away from their next earnings report.$900 million quarterly revenue expected plus great margins.  I&#39;m currently up more than 5x. Conviction plus concentration. Unbalanced, oh well. Also long on $RKLB, $INFQ, $TEM

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 Looking good. Less than 2 months away from their next earnings report.$900 million quarterly revenue expected plus great margins.  I'm currently up more than 5x. Conviction plus concentration. Unbalanced, oh well. Also long on 