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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

SMCIs strong quarterly results and raised outlook have been overshadowed by a post-earnings selloff, with traders debating margin pressure and reliance on a major customer against the companys rapid AI-server growth. Some also cite uncertainty around data-center expansion and broader weakness in AI-related stocks, while bullish traders view the price reaction as disconnected from the results and blame short-selling or market mechanics.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is falling as hopes for a US-Iran diplomatic deal ease fears of Strait of Hormuz supply disruptions and unwind oils geopolitical risk premium. Traders remain divided over whether talks will produce a lasting agreement or renewed conflict could send prices higher again.

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 to a record high after an earnings-related pullback is drawing attention, with traders describing a short squeeze and rotation into mega-cap names seen as safer than AI infrastructure stocks. The community also debates whether election-related flows are helping, while bears point to Apples valuation and memory-cost pressure on margins.

Venture Global, Inc. engages in the provision of United States liquefied natural gas sourced from resource rich North American natural gas basins. It operates through the following segments: Calcasieu Project, Plaquemines Project, CP2 Project, and Sales and shipping. The company was founded by Michael Sabel and Robert Pender in 2023 and is headquartered in Arlington, VA.

Venture Global Inc. - Ordinary Shares - Class A

Venture Global Inc

VG is selling off ahead of earnings as traders question how much near-term benefit it can capture from elevated LNG prices, given that much of its cargoes are already contracted and Plaquemines Phase 1 is moving into long-term deliveries. Concerns about debt and insider selling weigh on sentiment, while bulls argue the companys expanding LNG capacity and potential data-center power business support the longer-term case.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

Coherent is drawing attention for a sharp selloff as earnings come into focus, amid broader de-risking in AI and optical stocks and doubts about data-center spending and returns. Traders are split between viewing the decline as an overreaction to durable demand for optical connectivity and expecting more downside if AI-capex concerns persist.

Ouster, Inc. engages in the provision of high resolution digital lidar sensors that offer advanced 3D vision to machinery, vehicles, robots, and fixed infrastructure assets. The company was founded by Angus Pacala and Mark Frichtl on June 30, 2015 and is headquartered in San Francisco, CA.

Ouster Inc - Ordinary Shares - Class A

Ousters quarterly results are drawing attention, with record revenue and sensor shipments, strong year-over-year growth, and a higher revenue outlook supporting optimism about robotics and Physical AI demand. Traders are also debating whether the outlook and softer margins justify the reaction, while some attribute the stocks volatility to broader pressure on AI and growth shares.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingos strong third-quarter results, accelerating user growth and upbeat outlook have driven a sharp rally. Bulls are celebrating the growth momentum, while skeptics point to the earnings miss and AI and valuation risks; talk of a short squeeze remains speculation.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

Riots long-term Corsicana data-center lease with an unnamed Frontier AI lab, alongside better-than-expected quarterly results, has fueled attention around its shift from Bitcoin mining toward AI infrastructure. Traders welcomed the contracted capacity, while some questioned buildout financing and execution and whether the rally would hold.

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 shares sold off sharply as Democratic gains and the Texas governors race raised trader concerns about tighter data-center development rules, compounded by a KeyBanc downgrade. The community is split between viewing the policy risk as an overreaction given expected AI-related power demand and buying the dip, and warning that regulatory uncertainty could pressure growth.

Sterling Infrastructure, Inc. engages in the provision of construction solutions. It operates through the following segments: Transportation Solutions, E-Infrastructure Solutions, and Building Solutions. The Transportation Solutions segment provides infrastructure and rehabilitation services for highways, roads, bridges, airports, ports, light rail systems, water and wastewater facilities, and storm drainage systems. The E-Infrastructure Solutions segment develops advanced, large-scale site development systems and services for data centers, e-commerce distribution centers, warehousing facilities, transportation projects, energy infrastructure, and other specialized developments. The Building Solutions segment provides residential and commercial concrete foundation services for single-family and multi-family homes, as well as parking structures, elevated slabs, and other concrete construction projects. The company was founded in 1955 and is headquartered in The Woodlands, TX.

Sterling Infrastructure Inc

Sterling Construction Company, Inc.

Election-related policy concerns are driving attention, with traders speculating that Democratic gains or proposed data-center restrictions in Texas could weigh on Sterlings data-center construction work. Others argue the selloff overstates the risk because much of the backlog is already contracted and projects could shift to other regions.

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$SMCI $LULU $NKE Ah yes, the wise rotation out of the company with an ~847% YoY income increase and into the ones with -11.24% and -2.06% respectively. 
 
Masterful work by the markets, truly.

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$SMCI just rotation. Out of everything even remotely close to AI and into things that have been beaten down the last two years like $LULU and $NKE

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 Ah yes, the wise rotation out of the company with an ~847% YoY income increase and into the ones with -11.24% and -2.06% respectively. 
 
Masterful work by the markets, truly.