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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

IRENs quarterly results and outlook dominate discussion: traders point to rapid AI-cloud growth, a large backlog and customer-prepaid contracts, while bears focus on the delayed deployment timeline, higher debt and remaining capex funding needs. The upbeat call has prompted dip-buying and short-squeeze speculation, but the stock remains under pressure amid a broader selloff in AI and data-center names and doubts about execution.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A sharp Nasdaq-led selloff has put QQQ in focus, with traders linking pressure to fears that political pushback could slow AI and data-center investment. The community is divided over whether those concerns drove the decline or amplified broader de-risking after a hot tech run, with bearish panic and calls for a rebound both prominent.

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 caught in a broad semiconductor selloff as traders worry that election-related calls for tighter AI rules and data-center restrictions could slow infrastructure spending and chip demand; leveraged selling may be adding to the pressure. The community is split between bears expecting further declines and dip buyers arguing that strong memory demand and company fundamentals make the policy fears an overreaction.

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

Nvidias sharp drop is being tied to a broader AI and semiconductor selloff, as traders worry that election-related data-center restrictions and local backlash could slow the AI infrastructure buildout. Bulls argue demand remains intact and projects may shift locations rather than disappear, while bears point to the risk of slower spending and financing strains.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOI is selling off sharply after its quarterly results beat estimates but its next-quarter revenue outlook fell short of expectations, with management also flagging delays to U.S. capacity expansion tied to power availability and construction. Traders are split between calling the drop an overreaction given data-center demand and a new hyperscaler agreement, and worrying about execution, margin pressure, and weakness across AI-related stocks.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor and broader tech selloff, which traders link to concerns that political shifts could slow AI and data-center investment, has driven SOXLs steep decline; traders also point to forced deleveraging and the funds 3x daily leverage as amplifiers. The community is split between calling the AI fears an overreaction and buying the dip, versus warning that continued chip weakness and leverage-related decay could deepen losses.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings Q3 results missed expectations and its sharply reduced full-year outlook, driven largely by increased spending on its Predictions business, sparked a selloff and intense criticism. Most traders view the investment as a costly bet against Kalshi and Polymarket, while some argue it could build market share and pay off over time.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQs quarterly results and raised full-year revenue outlook are drawing attention, with bullish traders pointing to stronger growth and backlog. The shares are selling off despite the upbeat report, as investors weigh broader market weakness and concerns about dilution, cash burn, and acquisition-led growth against the companys commercial prospects.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

Sellas is under pressure as traders await topline results from the pivotal Phase 3 REGAL trial of GPS, after it reached its 80th event and entered final analysis. Bulls see the readout as a potential catalyst for validation or a buyout, while skeptics warn of binary downside; several traders also point to broader biotech-market weakness as adding to the selloff.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

A sharp semiconductor selloff has revived concerns that the AI trades reliance on data-center construction and hyperscaler spending could face political headwinds after Democrats midterm gains, alongside worries about AI investment returns and financing. Traders are divided: some call the drop an overreaction and see demand continuing, while others fear a broader AI-capex unwind.

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$NKE Doing great, considering how retail is also down, and more than this. Once retail comes back (and it will, just like yesterday, with Democrats), this should get to $42-43 in just a couple days. Thereafter as well, I see upside, but just saying we will see $42 very quickly here. All parts checked!

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Nike Inc

 Doing great, considering how retail is also down, and more than this. Once retail comes back (and it will, just like yesterday, with Democrats), this should get to $42-43 in just a couple days. Thereafter as well, I see upside, but just saying we will see $42 very quickly here. All parts checked!

@Ozzzz it’s up 20 % in the last month while something like Nvidia is down 20 %. It’s effectively become an inverse AI play. If NVIDIA starts pumping again Nike might revisit $35

 it’s up 20 % in the last month while something like Nvidia is down 20 %. It’s effectively become an inverse AI play. If NVIDIA starts pumping again Nike might revisit $35