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Invesco QQQ Trust Series 1

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Hotter-than-expected inflation has fueled concern about further Fed rate hikes, weighing on rate-sensitive Nasdaq stocks; traders also point to worries about AI spending and financing as amplifying the tech selloff. The community is split between calling it a broader AI-driven correction and looking for an oversold bounce, with upcoming economic data and TSMC results seen as potential catalysts.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

Gartners warning that most independent neocloud providers may not survive as AI infrastructure spending outpaces revenue has intensified concerns about CoreWeaves debt-heavy expansion and sharply rising bond yields. Traders are debating whether financing risks threaten the business or whether its large contract backlog and continuing AI demand make the selloff overdone.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

A sharp S&P 500 selloff is being tied mainly to hotter inflation data and renewed concern that the Fed may keep rates higher or raise them, with oil-cost worries and weakness in AI and semiconductor stocks adding pressure. Traders are split between expecting more downside around upcoming PPI data and looking for an oversold relief bounce.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

A Gartner warning that most independent neocloud providers may cease operating independently by 2030, alongside concerns that AI infrastructure spending is outpacing revenue, has weighed on Nebius and other AI infrastructure stocks. Traders are divided between buying the sector-wide selloff and warning that debt, financing costs, and lofty valuations pose risks.

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 citing fears about Chinese memory-chip competition, AI spending and valuations, and hotter inflation. Bulls view the drop as an overreaction and are buying dips, while bears expect further losses; the funds 3 leverage is amplifying the volatility.

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.

Oracle is caught in a selloff across AI-infrastructure stocks as inflation and higher-rate concerns meet worries about debt, heavy data-center spending, and reliance on AI customers. Traders disagree over whether the decline reflects real financing and demand risks or an overreaction, with some citing long-term cloud growth as a reason to buy the dip.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

The FDA expanded Anktivas use to include BCG-unresponsive, high-grade papillary-only bladder cancer, broadening the eligible patient population ahead of the expected decision date. Traders generally view the label expansion as a meaningful commercial and regulatory positive, but many are frustrated by the muted share-price reaction and debate whether the approval was already priced in or the stock is facing selling pressure.

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

Hotter-than-expected U.S. inflation and higher-rate concerns are weighing on NVDA alongside a broader tech and semiconductor selloff; traders are also questioning whether AI spending can justify valuations, citing debt-financed neocloud customers and potential circular financing. Bearish traders expect further weakness, while dip-buyers argue that AI-chip demand remains strong and view the pullback as an opportunity.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Digitals convertible-note financing has put dilution fears at the center of the discussion and accompanied a sharp selloff, with some traders also blaming weakness across AI-infrastructure and crypto-mining stocks. Views are split: bears see shareholder dilution and financing risk, while bulls argue the zero-coupon funding can support the companys AI and data-center expansion.

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 caught in a broad selloff in AI infrastructure and neocloud stocks after Gartner warned that heavy AI infrastructure spending may outpace revenue and many independent providers may not remain viable; hotter-than-expected inflation and financing concerns added pressure. Traders are divided between calling the decline evidence of an AI bubble and buying the dip, with some arguing IRENs power and data-center assets distinguish it from more debt-burdened peers.

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Will NVIDIA ($NVDA) beat quarterly earnings? 
 
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$NVDA reports next Wednesday... Will they beat?

) beat quarterly earnings? 
 
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Polymarket | As of market creation, NVIDIA is estimated to release earnings on November 19, 2025. The Street consensus estimate for NVIDIA's non-GAAP EPS for the relevant quarter is $1.25 as of market creation. This market will resolve to "Yes" if NVIDIA reports non-GAAP EPS greater than $1.25 for the relevant quarter in its next quarterly earnings release.

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Polymarket | Will NVIDIA (NVDA) beat quarterly earnings?

@StocktwitsPolls It will beat earnings and still drop -10% like usual

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$NVDA Looks like I was right on this one 🤓

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 It will beat earnings and still drop -10% like usual

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@StocktwitsPolls  

I don&#39;t think you buy $NVDA before earnings expecting a POP.  You can, and you&#39;ll be okay if you&#39;re patient.

But if you buy it when it dips after earnings you&#39;ll catch a deal.  The market will be upset that some ridiculous astronomical fantasy revenue didn&#39;t come out or because of chips being stolen by&quot;COMMUNIST CHYNAR!!!&quot; or something.

Then the market will realize a few weeks after earnings that$NVDA is still the crack cocaine technology runs on and spike it up gradually.

This has been the reality for years now.

Chris

 before earnings expecting a POP.  You can, and you'll be okay if you're patient.

But if you buy it when it dips after earnings you'll catch a deal.  The market will be upset that some ridiculous astronomical fantasy revenue didn't come out or because of chips being stolen by"COMMUNIST CHYNAR!!!" or something.

Then the market will realize a few weeks after earnings that$NVDA is still the crack cocaine technology runs on and spike it up gradually.

This has been the reality for years now.

@StocktwitsPolls  they never miss WHY WOULD THEY MISS ,THE NUMBER 1 COMPANY IN THE WORLD  
IMPOSSIBLE TO MISS   LETS SELL SOME LEATHER  JACKETS

Israel Edeaghe

  they never miss WHY WOULD THEY MISS ,THE NUMBER 1 COMPANY IN THE WORLD  
IMPOSSIBLE TO MISS   LETS SELL SOME LEATHER  JACKETS

frank johnson

@StocktwitsPolls if they dont. Most of us are in trouble

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@StocktwitsPolls I seriously do not give a fu*k

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@StocktwitsPolls 

Of course they will but the reaction is all that matters

Porky

 

Of course they will but the reaction is all that matters

J. Kurtz

@StocktwitsPolls yes, they’ll have a great beat and the stock price will roll back to 150’s on bubble fears.

 yes, they’ll have a great beat and the stock price will roll back to 150’s on bubble fears.