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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

IREN is under pressure amid a broader selloff in AI data-center stocks, with traders concerned that Democratic gains could bring tighter permitting and slow Texas projects; a report tying IREN delays to Microsofts lower data-center spending has added to execution worries ahead of earnings. The discussion is largely bearish, though some traders argue existing power assets and approvals may limit the impact of future restrictions.

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 sharp post-earnings selloff despite a strong results-and-guidance beat has traders debating whether margin pressure and heavy reliance on one large customer outweigh SMCIs AI-server growth. Some also blame election-related fears of slower data-center expansion, while bullish traders view the drop as disconnected from the companys outlook.

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

Fears that Democratic gains in Congress could bring tighter AI rules and delays to data-center construction are weighing on Nvidia and other chip stocks, alongside broader concerns about AI spending and financing. Traders disagree on whether the selloff signals lasting pressure on the AI buildout or a short-lived overreaction, with bulls arguing demand will persist and projects can move elsewhere.

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

Concerns that a Democratic sweep and calls for tighter AI oversight could slow future data-center construction are weighing on Sandisk alongside a sharp selloff in memory and semiconductor stocks. Traders are split between expecting further downside as AI infrastructure demand and memory pricing face risks, and viewing the drop as excessive given the companys earnings and memory-demand outlook.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is drawing attention amid a sharp semiconductor selloff, with traders linking pressure to fears that Democratic control of Congress could bring tighter AI and data-center oversight and slow the buildout. The community is split between calling the decline an AI-trade breakdown and viewing it as election-driven fear and a potential buying opportunity; SOXLs 3x leverage amplifies the volatility.

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 shares are under pressure as traders worry Democratic election gains could bring tighter oversight or delays for U.S. data-center construction, weakening expectations for AI-related chip and memory demand. The community is split between viewing the selloff as justified repricing of the AI and memory cycle and seeing the policy fears as an overreaction, with some investors arguing demand remains intact.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras steep post-IPO selloff has traders focused on a short-seller report questioning wafer-chip durability, the technology and the OpenAI relationship, alongside concerns about an upcoming share unlock and earnings. Bulls argue the stock is oversold and defend its AI business prospects, while bears expect further pressure and question its valuation.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broad semiconductor weakness and renewed doubts about the financing and returns on AI data-center spending are weighing on Broadcom, with traders also highlighting its reliance on a handful of hyperscalers for custom-chip orders. The discussion is largely bearish and frustrated by the stocks underperformance, though bulls argue that continued capex and Broadcoms AI businessincluding Anthropic-related commitmentssupport the long-term outlook.

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

Direxion Daily Semiconductor Bear 3X ETF

SOXS is drawing attention as traders bet on continued semiconductor weakness, with many linking the selloff to fears that Democratic gains could bring tougher AI and data-center regulation. Others argue chip demand remains strong and expect a rebound, while the leveraged inverse ETFs sharp swings have fueled debate over whether to hold or take profits.

Caterpillar, Inc. engages in the business of manufacturing construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives. It operates through the following segments: Construction Industries, Resource Industries, Power and Energy, and All Other. The Construction Industries segment is involved in supporting customers using machinery in infrastructure and building construction applications. The Resource Industries segment offers machinery in mining, heavy construction, quarry, and aggregates. The Power and Energy segment focuses on reciprocating engines, turbines, diesel-electric locomotives, and related services across industries serving oil and gas, power generation, industrial, and transportation applications including marine- and rail-related businesses. The All Other segment includes activities such as the business strategy, product management and development, manufacturing, and sourcing of wear and maintenance components products, parts distribution, integrated logistics solutions, distribution services responsible for dealer development, and administration. The company was founded on April 15, 1925, and is headquartered in Irving, TX.

Caterpillar Inc.

Caterpillars steep selloff is being tied to an earnings reaction: traders focused on the unchanged growth outlook and softer construction demand despite stronger results and a record backlog. The community is split between seeing a valuation reset amid doubts about AI data-center spending and treating the decline as an overdone pullback given continued power-equipment demand.

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 This is from BOA analyst Omar Dessouky changing the price target, let's see what he does tomorrow 🤡