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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

Nvidia is caught in a broader AI-chip selloff as traders worry that calls for tighter AI rules and data-center permitting delays could slow infrastructure spending; some also question the sustainability of AI customers financing and capital spending. Bulls argue the regulatory fears are overblown and demand can shift elsewhere, while bears see risks to the buildout and are watching whether the stock can stabilize after breaking key support.

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 semiconductor and AI-stock selloff as traders fear Democratic gains could bring tighter AI oversight or slow data-center expansion, putting future chip demand at risk. Some also question the durability of the memory cycle, while bulls argue demand remains strong and the decline is overdone.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snaps quarterly results missed revenue and daily-user expectations, while advertising growth remained weak, prompting a sharp selloff despite improved profitability and cash flow. Traders are split over whether subscription growth and the outlook offset those core-business concerns, and some question the planned shift from DAUs to MAUs as the headline audience metric.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins record quarterly results, stronger-than-expected outlook, and expanded buyback are driving a sharp rally, with traders crediting gains to improving AI-powered ad performance and strong cash generation. The reaction is broadly bullish, though some question whether growth and model improvements can be sustained and expect volatility or profit-taking after the surge.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

Celsiuss quarterly results beat expectations, but gross-margin compression and declining sales for its core brand tempered the report. Traders are weighing strong Alani Nu and international growth against those pressures, with reactions split between enthusiasm over the earnings beat and concern about margins and the flagship brand.

Xeris Biopharma Holdings, Inc. is a biopharmaceutical company, which engages in developing and commercializing products across a range of therapies. Its products include Gvoke, Keveyis, and Recorlev. Gvoke is a ready-to-use liquid glucagon for the treatment of severe hypoglycemia. Keveyis is the therapy approved in the United States to treat hyperkalemic, hypokalemic, and related variants of primary periodic paralysis (PPP). Recorlev is a cortisol synthesis inhibitor approved for the treatment of endogenous hypercortisolemia in adult patients with Cushing’s syndrome. The company was founded by Steven Prestrelski in 2005 and is headquartered in Chicago, IL.

Xeris Biopharma Holdings Inc

Xeris strong Q3 results and raised revenue outlook are driving attention, with traders highlighting Recorlevs growth, improving margins and profitability. The reaction is largely bullish, though some expect post-earnings volatility; takeover talk remains speculation.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomms earnings sparked debate: modest beats and growth in automotive and other non-handset businesses were overshadowed by a steep handset decline and warnings that rising memory and chip costs will pressure margins, prompting after-hours selling. Traders point to the SpaceX Starlink 5G partnership and data-center ambitions as diversification upside, but question whether those businesses can offset weakness in phones.

Himax Technologies, Inc. is a semiconductor solution provider dedicated to display imaging processing technologies. It operates through the Driver Integrated Circuit and Non-Driver Products segments. The company's products include display drivers, timing controllers, wafer level optics, video and display technology solutions, liquid crystal over silicon silicon, complementary metal-oxide semiconductor image sensor, and power integrated circuit. Its products used in TVs, laptops, monitors, mobile phones, tablets, digital cameras, car navigation, virtual reality (VR) devices and many other consumer electronics devices. Himax Technologies was founded by Biing Seng Wu and Jordan Wu on June 12, 2001 and is headquartered in Tainan, Taiwan.

Himax Technologies - ADR

Himax Technologies, Inc.

Himaxs latest quarterly report is driving discussion: despite year-over-year growth, management guided to a sequential revenue decline in the next quarter, citing abrupt customer order adjustments in automotive display products. Traders are split between viewing the outlook as a serious setback and treating the weakness as temporary, with some buying the selloff while others want management to prove it is an anomaly.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unitys quarterly results beat expectations, with traders cheering stronger growth, a return to profitability and upbeat forward guidanceparticularly around its Vector mobile-ad business. The reaction is broadly bullish, though some question whether the rally is sustainable and debate Vectors competitive position versus AppLovin amid their ongoing dispute.

Joby Aviation, Inc. is a transportation company, which engages in developing an all-electric, vertical take-off and landing aircraft that intends to operate as a commercial passenger aircraft. The company was founded by Bevirt Joebenn in 2009 and is headquartered in Santa Cruz, CA.

Joby Aviation Inc

Jobys quarterly results beat expectations, with higher full-year guidance and progress on FAA certification drawing attention. Bulls welcomed the update and manufacturing ramp, while skeptics questioned how long certification and commercialization will take and flagged cash burn.

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$NCLH so it looks like the CEO John chizzy bought over 150,000 shares on Friday in the low 16 range. Even if Disney buys this company out for the mid to high 20s. It&#39;s still worthwhile to take a big investment and I think I&#39;m going to have to add more down here.

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Norwegian Cruise Line Holdings Ltd

 so it looks like the CEO John chizzy bought over 150,000 shares on Friday in the low 16 range. Even if Disney buys this company out for the mid to high 20s. It's still worthwhile to take a big investment and I think I'm going to have to add more down here.

Bryce

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@Alf_the_cat_eater Jim Cramer had mentioned when a stock was at about 25 that at that price Disney should just buy Norwegian. So that&#39;s always been in the back of my head that Disney could use a ready-made fleet and that a sale to them would be a possibility. So buying down here in volume to sell to $25 to $30. Disney would be a very big gain. That&#39;s assuming the stock isn&#39;t in the &#39;40s or &#39;50s like Paul Singer thinks it would be after 2 years. But yes there was talk about Disney buying the company by Jim Cramer

 Jim Cramer had mentioned when a stock was at about 25 that at that price Disney should just buy Norwegian. So that's always been in the back of my head that Disney could use a ready-made fleet and that a sale to them would be a possibility. So buying down here in volume to sell to $25 to $30. Disney would be a very big gain. That's assuming the stock isn't in the '40s or '50s like Paul Singer thinks it would be after 2 years. But yes there was talk about Disney buying the company by Jim Cramer

@hanging_with_winners yeah it won&#39;t matter to me because of the amount I have down here. We&#39;ll all make bank, although it sounds to me like chizzy and the boys know they&#39;re going to start kicking some ass which means we could be in the 40 range in a year

 yeah it won't matter to me because of the amount I have down here. We'll all make bank, although it sounds to me like chizzy and the boys know they're going to start kicking some ass which means we could be in the 40 range in a year

@Sargon3 @hanging_with_winners 

The LAST thing we need is for Disney to buy Norwegian cruise line ￼

THEY CANNOT BE
MORE CORRUPT ￼

 

The LAST thing we need is for Disney to buy Norwegian cruise line ￼

THEY CANNOT BE
MORE CORRUPT ￼