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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 midterm elections and the prospect of a divided Congress dominate discussion, with traders viewing the results as a setback to Trumps political influence and a negative for DJTs politically driven sentiment. The reaction is overwhelmingly bearish, though some traders point to the TAE merger as a separate potential catalyst.

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 strong quarterly results and upbeat outlook, driven by AI and data-center demand, sparked an earnings pop, but traders focused on its sharp fade amid speculation that Democratic gains could lead to tighter data-center rules, alongside valuation and profit-taking concerns. Bulls view the pullback as an overreaction to strong demand; bears question whether AI spending can sustain the stocks valuation.

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

Super Micros sharply stronger-than-expected results and raised outlook, driven by AI-server demand, are the main focus, but the initial earnings pop faded. Traders debate whether growth outweighs thin margins, cash-flow and customer-concentration concerns; some also blame election-related fears about data-center restrictions, while bullish traders characterize the selling as short-driven.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

Riots long-term Corsicana data-center lease with a Frontier AI lab, alongside its earnings update, is driving attention and a sharp rally as traders weigh its AI-infrastructure pivot. Bulls see the contract as a major growth milestone, while skeptics question execution, construction costs and whether the lease will translate into durable cash flow; the stocks recent swings also fuel pump-and-dump and short-squeeze talk.

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 Congress and Texas have fueled concerns about greater scrutiny of Elon Musks government contracts and SpaceXs data-center plans, weighing on the shares. Traders are split between expecting prolonged political and regulatory pressure and viewing the selloff as an overreaction, with some bulls pointing to SpaceXs Starlink mobile expansion and Qualcomm partnership.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BioCrysts quarterly results beat expectations and the company raised its full-year revenue outlook, but the shares drew a muted reaction. Traders debate whether the ORLADEYO growth outlook can hold amid inventory timing and competition, while many express frustration with management and the stocks weak response to positive results.

First Solar, Inc. is a solar technology company, which engages in the provision of solar modules. It is involved in the design, manufacture, and sale of cadmium tellurid (CdTe) solar modules, which convert sunlight into electricity. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Phoenix, AZ.

First Solar Inc

First Solar rallied as traders linked a Democratic sweep of Congress to stronger prospects for renewable-energy policy and tax-credit support, with some also anticipating short covering. Others questioned how much policy could change given the presidents veto power and warned the gains could fade.

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 multi-year partnership with SpaceX to develop technology for a nationwide 5G network is drawing attention, with traders viewing it as a major expansion opportunity for its wireless business. The reaction is broadly positive, though some say the news is already priced in and remain wary of QCOMs volatility and upcoming earnings.

Hut 8 Corp. engages in the development and operation of data centers at scale, supporting AI, high-performance computing (HPC), ASIC compute, and other energy-intensive technology applications. It operates through the following segments: Power, Digital Infrastructure, Compute, and Others. The Power segment manages the origination, development, and management of powered land and energy infrastructure. The Digital Infrastructure refers to the development, ownership, and operation of facilities designed to support next-generation, energy-intensive technology application. The Compute segment deals with operating businesses that deploy and monetize compute assets across next-generation energy-intensive technology. The Others segment offers equipment sales and repairs. The company was founded on January 27, 2023 and is headquartered in Miami, FL.

Hut 8 Corp

Hut 8s mixed Q3 report and revenue miss are driving the sharp selloff, with traders questioning current operating performance and noting that much of the reported net income came from unrealized Bitcoin gains. Bears say the AI data-center leases are years from generating revenue, while bulls view the drop as an overreaction and point to the long-term lease pipeline and expanded buyback authorization.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

Googles credit backstop for TeraWulfs Anthropic lease and a Fluor construction agreement are the main catalysts in focus, with bullish traders viewing them as validation of the AI data-center buildout and a reduction in financing risk. Others remain concerned about debt, heavy investment, execution and upcoming earnings, amid broad weakness in AI-infrastructure stocks.

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$MU this CXMT BS needs to go away for this stock to move up!

Youcef Halimaoui

Sofiallday

packersone

Fundamentalist

Joel Mason

$MU   $SNDK  $SKHY  $QQQ    Nope.  Price action has nothing to do with CXMT.  Zip.  In fact none of the analysts covering the memory stocks give CXMT any latitude at all simply because CXMT is not allowed to export much of anything but low level memory.  If they can&#39;t export, they really aren&#39;t much of a competitor are they?  In CXMT&#39;s own prospectus prior to their IPO they noted they are not a global competitor but hope to be in 5-8 years.   
 
All the news is put out by media bought and paid for by hedge funds who are short the AI trade for their own reasons and Chinese nationalists who attempt to hinder investment in global AI companies.   
 
Xiaomi China imports LPDDR6 memory for its phones from SK Hynix.  The memory is not available by any Chinese supplier.  CXMT is testing but years away from producing at scale.  CXMT is testing HBM but even if it could produce at scale, it would not be allowed to export.  Alibaba, JD and many other tech companies would be standing in line to purchase.

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Micron Technology Inc

 this CXMT BS needs to go away for this stock to move up!

Stocks_Guy_40

@Stocks_Guy_40 

3 to 5 years behind the Big 3 memory makers

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3 to 5 years behind the Big 3 memory makers

Bill B

@stockdog88 that&#39;s true but bears are making every reason to bring this stock down

 that's true but bears are making every reason to bring this stock down