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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

NVDA is caught in a broad AI and semiconductor selloff as traders worry that election gains could bring tighter AI oversight or delay data-center projects, while also questioning the sustainability of AI spending and financing. The community is split between buyers calling the drop an overreaction and bears arguing that the AI trade is breaking down.

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A sharp selloff across the S&P 500 has traders debating whether Democratic control of Congress could slow AI and data-center investment, weighing on tech-heavy indexes. Some blame those policy fears for the drop, while others call the reaction an overreaction and see a buying opportunity; the political explanation remains disputed.

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QQQ is under heavy pressure as traders debate whether Democratic gains in the midterms could bring tighter AI oversight and slow data-center investment, fueling a sharp tech and semiconductor selloff. Some see the move as an overreaction and a buying opportunity, while others warn that AI-trade weakness and market selling could persist.

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 broader semiconductor and AI-stock selloff as traders react to Democratic control of Congress and calls to pause advanced AI development, raising fears that tighter rules could slow data-center construction and chip demand. The community is split between calling the drop an overreaction and buying for a rebound, and warning that uncertainty around AI spending could bring further downside.

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

A broad selloff in AI and semiconductor stocks, fueled by trader fears that post-election scrutiny could slow AI data-center construction and by doubts about the sustainability of AI spending, has pressured AMD despite its strong earnings. The community is divided between calling the decline an overreaction and buying the dip, and warning that high valuations and a possible AI-capex slowdown leave room for further losses.

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Direxion Daily Semiconductor Bull 3X Shares

SOXL is drawing attention after a sharp semiconductor selloff, with traders linking pressure to fears that the Democratic sweep could slow AI and data-center investment, as well as broader tech weakness and leveraged-position unwinds. The community is split between treating the plunge as a capitulation-buying opportunity and warning that the AI trade may have further to fall; some argue election fears are amplifying a correction that was already underway.

Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,105,365. The last known price of Bitcoin is 80,658.0733598 USD and is up 4.77 over the last 24 hours. It is currently trading on 12773 active market(s) with $40,139,541,803.82 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoins sharp drop amid a broader tech and market selloff has fueled fears of further downside, with traders also pointing to leveraged liquidations. The community is split between bearish calls for a deeper decline and dip buyers who view the pullback as temporary.

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

SanDisk is caught in a broad AI and semiconductor selloff, with traders focused on fears that Democratic control of Congress could bring tighter AI regulation or slow data-center expansion. The community is split between viewing the drop as an overreaction to policy uncertainty and forced selling, with memory demand and fundamentals intact, and seeing it as an AI-bubble unwind after a sharp run-up.

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

Teslas sharp selloff is widely attributed by traders to political uncertainty after Democrats midterm victories, including speculation about greater scrutiny of Elon Musk and doubts that a potential SpaceX merger will provide a premium. The debate centers on whether the decline is an overreaction amid a broader tech rout or a repricing of Teslas valuation and Musk-related risks, with some traders buying the dip and others pressing bearish bets.

Redwire Corp. engages in the development and provision of space and defense technologies and mission-critical solutions for government, commercial, and civil customers. Its offerings include spacecraft platforms, space infrastructure, avionics, sensors and payloads, power generation systems, radio frequency systems, microgravity research and manufacturing technologies, autonomous systems, optical sensors, and digital engineering solutions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Redwires quarterly results are driving attention after revenue missed expectations and shares sold off sharply. Traders are split between concerns about weak growth, profitability and dilution, and optimism about record margins and backlog plus reaffirmed guidance.

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Lululemon Stock Craters After Athleticwear Brand Cuts Annual Profit View, Issues Weak Q2 Forecast

$LULU $VTI $VOO

https://stocktwits.com/news/equity/markets/lululemon-stock-craters-after-athleticwear-brand-cuts-annual-profit-view/chkzfDzRbxh

In recent weeks, Abercrombie & Fitch has lowered its annual profit forecast, while American Eagle has withdrawn its outlook, and Gap has warned of up to $150 million in additional costs resulting from tariffs.

Lululemon Stock Craters After Athleticwear Brand Cuts Annual Profit View, Issues Weak Q2 Forecast

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@Stocktwits it’s a buy. Guidance was lowered for obvious reasons - Trumps Tarrifs. This will be back to $300-350 soon enough. Easy 10-30% gain from today’s prices

 it’s a buy. Guidance was lowered for obvious reasons - Trumps Tarrifs. This will be back to $300-350 soon enough. Easy 10-30% gain from today’s prices