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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 midterms and expected control of Congress dominate discussion, with traders viewing the result as a political setback that could weaken Trumps influence and increase scrutiny of his administration. The community is largely bearish on DJT, though some argue the outcome was priced in or that Trump retains leverage through veto power.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Democratic midterm gains and the prospect of divided-government gridlock dominate discussion, as SPY reversed an election-related selloff into a sharp rally that caught many bearish traders off guard. Some traders see the result as priced in and market-friendly, while others remain wary of potential AI and data-center regulation and continued volatility.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Democratic gains in the midterm elections are driving concern that SpaceX could face greater congressional scrutiny of Elon Musks government contracts and data-center plans, with traders also questioning the outlook for a potential Tesla-SpaceX merger. The discussion is divided: some expect political and regulatory pressure to weigh on the shares, while others view the selloff as a buying opportunity and argue the companys long-term business prospects remain intact.

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.

Ciphers quarterly revenue miss and ongoing AI data-center buildout have fueled debate: bears question near-term execution and financing, while bulls point to first HPC lease revenue and long-term contracts. The sharp rebound has prompted oversold-bounce and short-covering speculation, alongside optimism about the companys AI infrastructure plans.

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 quarterly results and Q4 outlook dominate discussion, with many traders describing a modest beat but debating adjusted versus GAAP earnings and whether guidance was strong enough. Reactions are split: some see solid business momentum, while others are frustrated that the stock remains weak despite the results.

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

A major quarterly earnings beat and raised outlook, fueled by strong AI-server demand, are driving attention to SMCI. Many traders see the results as evidence of growth and an undervalued stock, while others question whether thin margins, cash flow, and lingering credibility concerns justify the muted share reaction; election-related worries about AI infrastructure also add volatility.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novos stronger-than-expected Q3 results and raised full-year outlook, supported by Wegovy pill demand, are driving attention. Bulls see evidence of a growth recovery, while skeptics argue that Lillys competition, pricing pressure and management concerns may limit the stocks response.

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 stronger-than-expected quarterly results and upbeat outlook, driven by AI and data-center demand, are fueling attention. Bulls see the growth forecast as evidence of accelerating momentum, while skeptics point to valuation, cash-flow and funding concerns, along with speculation that political scrutiny could slow data-center expansion.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Democratic midterm gains drove a sharp selloff and then a powerful rebound in QQQ, as traders debated whether the result was a relief rally after uncertainty was priced in or a threat to tech from possible AI and data-center restrictions. Some see divided government as stabilizing for markets, while others remain cautious about regulation and the sustainability of AI-related valuations.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is drawing attention amid an election-driven selloff, with traders tying the weakness to perceived political backlash against Elon Musk and possible congressional scrutiny of his companies, government ties, and proposed SpaceX-Tesla merger. Some see the concerns as overblown or argue that a shift in policy could benefit EVs, but bearish reactions dominate.

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5. AI + health 
 
The AI labs are walking into the lab. Literally. 🧪 
Anthropic bought a one-person biotech that ran on Claude. A new startup raised $215M for AI-run robotic labs. Formation Bio launched a $600M fund to push AI-found drugs through trials. $TWST signed with Lilly&#39;s AI platform. 
AI floods the pipeline with candidates. The new chokepoints are data and trials. 
That&#39;s where $TEM (the data), $ABCL (the discovery engine) and $TWST (the DNA it&#39;s written in) sit. 
 
Compute is revenue. Biology is the next customer. 👀

Marc

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Twist Bioscience Corp

Tempus AI Inc

AbCellera Biologics Inc

5. AI + health 
 
The AI labs are walking into the lab. Literally. 🧪 
Anthropic bought a one-person biotech that ran on Claude. A new startup raised $215M for AI-run robotic labs. Formation Bio launched a $600M fund to push AI-found drugs through trials. 

 signed with Lilly's AI platform. 
AI floods the pipeline with candidates. The new chokepoints are data and trials. 
That's where 

 (the DNA it's written in) sit. 
 
Compute is revenue. Biology is the next customer. 👀