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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 earnings call are driving attention, with traders citing strong AI-cloud momentum, a growing backlog and new customer contracts. The reaction is divided: bulls see the operating updates as support for a rebound, while bears focus on the delayed Microsoft-linked deployment, heavy buildout financing needs and debt amid weakness across AI-infrastructure stocks.

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 post-election data-center regulation could slow AI infrastructure spending and memory demand. The community is split between viewing the drop as an overreaction and buying opportunity, and warning that AI-capex uncertainty and memorys cyclical nature could keep pressure on the stock.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Attention centers on the FDAs pending decision on Capricors deramiocel for Duchenne muscular dystrophy, with trial investigators letter urging approval and challenging the agencys concerns about the HOPE-3 data. Many traders are optimistic and anticipate short-covering if approved, while others emphasize that a rejection or delay remains possible.

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 decline alongside the semiconductor sector reflects concern that election results and calls for data-center restrictions could slow AI infrastructure spending. Traders are split between viewing the selloff as an overreaction because demand may persist or shift elsewhere, and seeing it as a broader reassessment of AI-capex growth.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

Axons quarterly results missed expectations and its reduced full-year revenue outlook, attributed partly to federal procurement delays, are driving the selloff. Traders are debating whether the pullback creates a buying opportunity, while others point to rich valuation and disappointment with the outlook as reasons for caution.

Rigetti Computing, Inc. provides full-stack quantum computing services. It serves global enterprise, government, and research clients through its Rigetti Quantum Cloud Services platform. The company was founded by Chad Rigetti in 2013 and is headquartered in Berkeley, CA.

Rigetti Computing Inc

Rigetti is drawing attention amid volatile quantum-computing sector trading and anticipation of its quarterly results, with traders watching for evidence of commercial progress. Bulls point to long-term quantum potential and sector momentum, while bears question the companys valuation and path to profitability given its limited revenue and cash burn.

VS Trust - 2x Long VIX Futures ETF

Volatility Shares 2x Long VIX Futures ETF

A sharp VIX-driven volatility spike and equity-market selloff have lifted UVIX, prompting traders to celebrate the surge while debating whether market stress will persist. Some see room for further volatility, while others expect the spike to fade and warn that UVIXs leverage and decay make it risky to hold.

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

Direxion Daily Semiconductor Bear 3X ETF

A sharp semiconductor selloff, amid concerns about AI and data-center spending and reports citing weak Intel guidance and Taiwan export-control headlines, has boosted interest in SOXS as a leveraged bearish trade. Traders are celebrating the surge or using it as a hedge, while others warn of a sharp reversal and the risks of holding a daily-reset leveraged ETF.

Jinko Holdings Ltd. engages in the manufacture of solar modules. It distributes solar products and sells its solutions and services to a diversified international utility, commercial and residential customers. The company was founded by Xian De Li, Kang Ping Chen, and Xian Hua Li in June 2006 and is headquartered in Shangrao, China.

Jinko Holdings Ltd. - ADR

JinkoSolar Holding Co LTD

JinkoSolars steep selloff has fueled debate over its depressed valuation amid persistent solar-industry overcapacity, weak margins, and losses. Bulls call the shares undervalued and point to the companys scale, cash, and potential buybacks, while bears question whether it can return to sustained profitability.

Ultragenyx Pharmaceutical, Inc. is a biopharmaceutical company, which engages in the identification, acquisition, development, and commercialization of novel products for the treatment of genetic diseases. Its products include Crysvita, Mepsevii, Dojolvi, and Evkeeza. The company was founded by Emil D. Kakkis in April 2010 and is headquartered in Novato, CA.

Ultragenyx Pharmaceutical Inc.

Ultragenyx Pharmaceutical Inc

Ultragenyxs Q3 report is driving discussion after a revenue and EPS miss, with traders also weighing weaker Crysvita ordering against deeper cost cuts and a reiterated 2027 profitability goal. Some view the restructuring as supportive, while others remain concerned about the results and pipeline setbacks.

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$PANW $TSLA $TSM $PLTR  Worth at least 25 reposts.    No businessperson here, or anywhere else in the World think there is going to be a slow down in data center building and only limited curbs and safeguards on AI.  That is betting money and wise money at that.  Anyone saying otherwise...whether its CNBC, Goldman Sachs, anybody at all, is spreading bullshiit to drive stock prices down and drive all of retail out.  No joke.  Tell them all to go funk themselves.  Pick up the phone and give them a call...

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Woodrow Call

Robert Y Chang

$MU $QQQ  $SPY  $SOXL  $IWM   
 
Texas  Ohio  Georgia  and Datacenters 
 
In Texas there is a new Democratic Gov, a Democratic house, and a Senate with a Republican majority of 19-12.   The chance of full moratorium of datacenters in the State is thin at best and unlikely given the tax resources they provide.  What is more likely is more planning and much much less tax subsidies like Ohio.  Micorosoft already pulled a $150 billion data center project this morning.  That says it all. There is no patience for politicians. 
 
In Ohio, there is a Democrat Gov elect but still will be a Republican House and the Senate is Republican with super majority.  They are already planning to curb Governor powers prior to January.  There will be no moratorium in this state. Period 
 
Georgia has Dem elect Gov, a House and a thinly controlled Republican Senate. To get a moratorium here would still be quite difficult.  Once again like Texas, a move to less tax subsidies is more likely. 
 
40 states offering subsidies though

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Palo Alto Networks Inc

Taiwan Semiconductor Manufacturing - ADR

Palantir Technologies Inc

  Worth at least 25 reposts.    No businessperson here, or anywhere else in the World think there is going to be a slow down in data center building and only limited curbs and safeguards on AI.  That is betting money and wise money at that.  Anyone saying otherwise...whether its CNBC, Goldman Sachs, anybody at all, is spreading bullshiit to drive stock prices down and drive all of retail out.  No joke.  Tell them all to go funk themselves.  Pick up the phone and give them a call...