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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

Jensen Huangs immediate resignation as CEO has driven attention to leadership succession and governance uncertainty, with traders debating whether his departure threatens Nvidias execution or leaves its AI business largely intact. The sharp selloff prompted dip-buying and a volatile rebound, while others warned that the transition could weigh on the shares.

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 shares sold off despite a strong Q3 beat as traders focused on softer 2026 revenue expectations tied to capacity delays and sharply higher planned capex, raising concerns about financing and potential dilution. Uncertainty around Nvidia also weighed on AI and neocloud stocks, while bulls argued that contracted demand and customer prepayments support the growth outlook.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Q3 results and stronger revenue outlook are driving discussion, with traders highlighting the revenue beat, growing backlog, and earlier expected path to profitability. The market reaction is sharply debated: some see solid growth and guidance, while others focus on weaker margins, ongoing losses and dilution, alongside broader market weakness and short-selling pressure.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines strong Q3 resultsrecord revenue and backlog, positive free cash flow, and an upbeat full-year outlookare driving the sharp rally, alongside attention to its NASA CLPS 2 selection. Traders are broadly bullish on improved execution and growth prospects, though some question whether backlog can convert into sustained profitability and point to continuing operating losses and dilution concerns.

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

AMD is drawing attention as traders rotate toward it amid reports of leadership turmoil at Nvidia, viewing AMD as a potential beneficiary. Some see an opening for share gains, while skeptics call the move a sympathy trade and argue Nvidias product and software advantagesand broader AI-sector riskslimit any direct benefit.

Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,110,893. The last known price of Bitcoin is 73,962.09788083 USD and is up 0.65 over the last 24 hours. It is currently trading on 12778 active market(s) with $24,126,519,221.27 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoins decline and tests of key support amid broader weakness in tech stocks and risk assets dominate the discussion; traders debate whether Nvidia-related market jitters are dragging crypto lower or whether Bitcoin is simply following a wider risk-off move. Bearish calls for further losses contrast with dip-buyers who see the pullback as an opportunity.

Figure Technology Solutions, Inc. is a blockchain-native capital marketplace, which engages in connecting origination, funding, and secondary market activity. It operates through the following segments: FTI, Markets, and Other. The FTI segment offers Figure Connect which generates ecosystem and technology fees, and originates, sells, and securitizes home equity line of credit (HELOC) loans that it services. The Markets segment utilizes blockchain technology to develop an exchange for digital assets and credit, with new product offerings including providing interest-bearing stable coin deposits. The company was founded by Michael Scott Cagney and June Ou in 2018 and is headquartered in Reno, NV.

Figure Technology Solutions Inc. - Ordinary Shares - Class A

Figure Technology Solutions Inc

Figures third-quarter results beat expectations, with strong loan-marketplace growth and an expanded share-repurchase authorization drawing bullish attention. Traders are split: bulls emphasize growth and operating leverage, while bears point to take-rate guidance, heavy short interest, and the stocks tendency to give back gains.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

BRUN is selling off after its Q3 results, with traders focused on revenue growth that nevertheless fell short of expectations. The community is divided between viewing the reported growth and contract backlog as encouraging and worrying that losses and unconverted contracts leave execution and profitability uncertain.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Reports of Nvidia CEO Jensen Huangs possible departure have traders viewing Broadcom as a potential AI-chip beneficiary and anticipating rotation from Nvidia. Others caution that Broadcoms custom-chip business is not a direct substitute for Nvidias GPUs and remains exposed to hyperscaler spending.

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

Traders are tying CRWVs pullback after its earnings rally to reports of turmoil around Nvidia CEO Jensen Huang; some see a temporary headline-driven reaction, while others worry Nvidias support could weaken. The debate also centers on CoreWeaves debt and financing needs versus its strong results and large backlog.

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$BE $NBIS $QQQ $SPY bro are you kidding me, their capex is out of control. Prepayments covered q3, they almost certainly will have to dilute to cover 40-50 bill in capex next year

$NBIS this is truly the most ignorant country on this planet. I am NOT kidding. 

This company just reported Revenue up 571% YoY. Over $12B in new contracts since the start of Q3. Customer prepayments exceeding 100% of associated capex on certain deals. Customers committing to longer contracts and higher prices!

Think about that. Customers are committing billions and helping finance the infrastructure before it’s even operational.

So they aren’t reporting a demand problem. It’s reporting an SMALL 2 mnth infrastructure bottleneck delay. Management says its own data centers are on schedule or ahead, while delays at third-party facilities, where $BE  power infrastructure is being installed is pushing some revenue recognition just 2 months behind into 2027. 

Yes, execution delays and rising capex can matter. But delayed capacity and a one time rising capex, with **contracted demand** is a very different problem from building infrastructure nobody wants.

Yet here we are. $SPY $QQQ

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Bloom Energy Corp - Ordinary Shares - Class A

Southern Bell

 bro are you kidding me, their capex is out of control. Prepayments covered q3, they almost certainly will have to dilute to cover 40-50 bill in capex next year