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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

Jensen Huangs acknowledgment of an affair with a woman reportedly linked to Chinese intelligence, and Nvidias independent board investigation, dominate discussion. Traders debate whether the scrutiny creates leadership, national-security, or China-sales risks, while others view the personal scandal as noise and see the selloff as a buying opportunity.

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 sharp rebound after a broad AI-chip selloff has traders debating whether the move signals renewed buying or is only a relief bounce. Bulls point to strong data-center momentum and potential share gains, while skeptics cite valuation and concerns about AI spending and data-center expansion.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Microsofts reported decision to wind down its Oracle AI-computing rental deal has fueled concern about demand for Oracles data-center capacity, alongside broader worries over heavy AI spending and financing. Bears see the deal as a warning sign, while bulls argue the arrangement involved older chips and that other customers could take the capacity.

Vir Biotechnology, Inc. operates as a clinical-stage immunology company that focuses on combining immunologic insights with cutting-edge technologies to treat and prevent serious infectious diseases. The firm's technology platforms include antibody, T cell, innate immunity and siRNA, which are designed to stimulate and enhance the immune system by exploiting critical observations of natural immune processes. The company was founded by Robert Taylor Nelsen, Klaus Frueh, Jay Parrish, Lawrence Corey, and Louis Picker in April 7, 2016 and is headquartered in San Francisco, CA.

Vir Biotechnology Inc

Virs Phase 3 ECLIPSE 1 hepatitis delta trial met its primary endpoint, with 79% of patients reaching undetectable virus at week 48. Traders reacted positively and see the results as strengthening the treatments prospects, though further confirmation in the other pivotal trials remains a key caveat.

VS Trust - 2x Long VIX Futures ETF

Volatility Shares 2x Long VIX Futures ETF

A sharp volatility spike amid equity-market weaknessoften linked by traders to AI/tech selling and broader macro uncertaintyhas drawn attention to UVIX. Traders are split between expecting further volatility and warning that spikes can fade quickly as VIX futures exposure and daily leverage weigh on the fund.

XRP (XRP) is a cryptocurrency . XRP has a current supply of 99,985,583,260 with 63,516,606,953 in circulation. The last known price of XRP is 1.11892236 USD and is down -3.62 over the last 24 hours. It is currently trading on 1894 active market(s) with $1,884,610,999.15 traded over the last 24 hours. More information can be found at https://xrpl.org/.

Ripple

XRPs sharp decline amid a broader crypto selloff is driving attention, with traders debating whether the slide will continue or create a buying opportunity. Some blame political uncertainty around crypto legislation, while others point to market-wide weakness and question XRPs utility and its disconnect from Ripples business progress.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

A sharp selloff in memory and AI-hardware stocks, amid concerns that data-center spending could slow and that new permitting limits may delay projects, has focused attention on SNDK. Bulls see an oversold opportunity supported by NAND demand, buybacks and the planned 8-for-1 split, while bears argue that AI demand and memory pricing may be cyclical and view the rebound as fragile.

NRG Energy, Inc. engages in the production, sale, and distribution of energy and energy services. It operates through the following segments: Texas, East, West/Services/Other, Vivint Smart Home, and Corporate Activities. The Texas segment includes all activities related to customer, plant and market operations in Texas, other than Cottonwood. The East segment engages in all activities related to customer, plant and market operations in the East. The West/Services/Other segment is focused on all activities related to customer, plant and market operations in the West and Canada, and activities related to the Cottonwood facility and other investments. The Vivint Smart Home segment is a smart home platform that provides customers with technology, products and services to create a smarter, greener, safer home. The company was founded in 1989 and is headquartered in Houston, TX.

NRG Energy Inc.

NRG is rallying alongside power generators after PJM accelerated its timeline for connecting data centers to the grid, reinforcing the AI-driven electricity-demand theme. Traders are debating whether the move marks a recovery from recent lows or only a temporary bounce.

Generac Holdings, Inc. engages in the business of designing and manufacturing energy technology solutions. It operates under the Domestic and International segments. The Domestic segment includes the legacy Generac business and the acquisitions that are based in the United States and Canada. The International segment focuses on Generac business' Latin American export operations. The company was founded in 1959 and is headquartered in Waukesha, WI.

Generac Holdings Inc

Generacs quarterly report is drawing attention to its growing data-center business and Amazon supply agreement, which traders see as a source of multi-year demand. Bulls focus on the expanding backlog and AI-power opportunity, while skeptics question whether that growth will translate into strong profits given lower commercial margins and unchanged guidance.

Sony Group Corp. engages in the development, design, manufacture, and sale of electronic equipment, instruments, devices, game consoles, and software for consumers, professionals and industrial markets. It operates through the following segments: Game and Network Services, Music, Pictures, Entertainment Technology & Services, Imaging and Sensing Solutions, Financial Services, and Others. The Game and Network Services segment deals with gaming machines, software and network services. The Music segment produces and publishes music and provides image media platforms. The Pictures segment handles film production, television program creation, and media networks. The Home Entertainment and Sound segment offers LCD televisions, home audio, Blu-ray Disc players and recorders, and memory-based portable audio devices. The Imaging and Sensing Solutions segment includes the image sensors business. The Financial Services segment manages the life insurance and non-life insurance operations and banking business. The Others segment consists of various operating activities, including the disc manufacturing and recording media businesses. The company was founded by Akio Morita and Masaru Ibuka on May 7, 1946 and is headquartered in Tokyo, Japan.

Sony Group Corporation - ADR

Sony Group Corporation

Sonys plan to move PlayStation game releases away from physical discs is driving debate: bearish traders fear consumer backlash and weaker console demand, while bulls argue digital distribution could improve margins. Optimists also point to Sonys earnings, buybacks, GTA 6 exposure and image-sensor business as offsets to the gaming concerns.

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$ASTS 

Coming up… this is without a doubt the biggest week we’ve ever had for the stock. Earnings… where we hopefully get information about the upcoming commercialization… and a New York City rocket (who would ever have imagined that?)  event. 

It is not an exaggeration to say I’m both excited and somewhat terrified. ￼

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AST SpaceMobile Inc

 

Coming up… this is without a doubt the biggest week we’ve ever had for the stock. Earnings… where we hopefully get information about the upcoming commercialization… and a New York City rocket (who would ever have imagined that?)  event. 

It is not an exaggeration to say I’m both excited and somewhat terrified. ￼

HAN YOLO

@ScruffyLookingNerfHerder same here excited but nervous.  Hope they drop some big positive news.

StockTwits Web

 same here excited but nervous.  Hope they drop some big positive news.

Jason LaFountain

@ScruffyLookingNerfHerder What the hell, going to load calls for ER, I’m already all in

 What the hell, going to load calls for ER, I’m already all in

Jads

@ScruffyLookingNerfHerder we need to pull out some magic shit this week

 we need to pull out some magic shit this week

@B_B_YODA 

We need to knock this shit out of the park ￼

 

We need to knock this shit out of the park ￼

@ScruffyLookingNerfHerder regardless of short term action we now see the 2030+ thesis in full display.

It’s a fundamentally altered (and stronger) outcome with $5M cost to launch satellites vs $25M per bird on Falcon going forward once BlackLift is in service.

At the churn rate (100 yearly) of a 700 satellite constellation, that comes to around $2B of savings every single year.

Even with a $10B revenue that’s still a massive amount.

Nothing to worry about here other than accumulate and break out the popcorn. 

Read this a few times and focus on the last sentence.  AI, IOT, Radar &gt; these are absolutely massive TAMs, just look at the AI and IOT TAM detailed in the SpaceX IPO paperwork. 

If AST succeeds at doing what we expect, I would be surprised to see anything less than 30X today’s SP by 2031.  Sure, many will say this sounds ridiculous, but it is not unreasonable once you analyze each slice of TAM involved.

 regardless of short term action we now see the 2030+ thesis in full display.

It’s a fundamentally altered (and stronger) outcome with $5M cost to launch satellites vs $25M per bird on Falcon going forward once BlackLift is in service.

At the churn rate (100 yearly) of a 700 satellite constellation, that comes to around $2B of savings every single year.

Even with a $10B revenue that’s still a massive amount.

Nothing to worry about here other than accumulate and break out the popcorn. 

Read this a few times and focus on the last sentence.  AI, IOT, Radar > these are absolutely massive TAMs, just look at the AI and IOT TAM detailed in the SpaceX IPO paperwork. 

If AST succeeds at doing what we expect, I would be surprised to see anything less than 30X today’s SP by 2031.  Sure, many will say this sounds ridiculous, but it is not unreasonable once you analyze each slice of TAM involved.