SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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

IRENs quarterly results and call dominate discussion: traders cite rapid AI-cloud growth, a larger backlog and new customer contracts, while the delayed rollout of its contracted revenue target and substantial remaining funding needs weigh on sentiment amid a broader selloff in AI and data-center stocks. Bulls view the business momentum as a buying opportunity and anticipate a rebound, while bears focus on execution and financing risks and question whether the earnings strength can support the share price.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A sharp tech-led selloff has driven QQQ discussion, with traders linking it to election-related fears of tighter data-center and AI investment limits and a broader repricing of the AI trade. Others argue the move reflects stretched valuations and fund liquidations rather than election results alone, while some see the decline as an overreaction and anticipate a rebound.

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

NVIDIA is caught in a sharp semiconductor selloff as traders worry that election results and growing local opposition to data centers could slow AI infrastructure spending. The community is split between fears that weaker buildout would undermine chip demand and views that the selloff overstates the risk because projects and AI demand can shift elsewhere.

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

Microns sharp selloff is part of a broader semiconductor and AI-stock rout, with traders focused on fears that post-election calls for AI regulation and data-center restrictions could slow infrastructure spending and chip demand; some also attribute the move to forced deleveraging. The community is split between bears warning that a slower AI buildout could pressure future growth and bulls arguing that demand and Microns fundamentals remain strong, making the selloff an overreaction.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOI is selling off sharply after its quarterly report despite beating estimates, as its next-quarter revenue outlook came in below expectations and management said U.S. capacity expansion will take longer because of power and construction delays. Bulls call the reaction excessive, pointing to a multiyear hyperscaler agreement and expected optical-demand growth, while bears focus on execution and near-term guidance risks.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor and tech selloff, amid concerns about AI infrastructure spending and election-related policy uncertainty, has driven attention to SOXL; traders also point to margin calls and forced selling as factors that may have intensified the decline. The funds 3x daily leverage magnifies moves, fueling debate between those expecting further losses and dip buyers anticipating a rebound.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings quarterly report and sharply reduced full-year outlook have sparked a selloff, with traders focused on weaker-than-expected results and heavy investment in its Predictions business weighing on profitability. The reaction is largely bearish, with frustration over management and competition, though some investors argue the spending could build future growth and are buying the dip.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

Fears that Democratic gains could constrain data-center expansion, alongside doubts about the returns and financing behind AI infrastructure spending, are weighing on semiconductor stocks. Traders are split between calling the selloff a warning that the AI trade is unwinding and viewing it as an overreaction to regulation concerns despite continuing chip demand.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. The firm offers various products for application security, performance and reliability, network services, Zero Trust, developer platform, media delivery, insights, domain registration, and consumer services. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflares quarterly results beat expectations and came with stronger guidance, prompting an after-hours rebound despite a sharp session decline. Traders are debating whether the growth outlook outweighs valuation and profitability concerns, including pressure on margins and ongoing GAAP losses.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQs quarterly earnings beat expectations and higher revenue outlook are driving attention, with traders pointing to strong growth and backlog. The shares selloff despite the upbeat report has sparked debate over broader market weakness, dilution and cash burn versus the companys long-term quantum growth prospects.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

#Leadership by Example Needed... @POTUS @WhiteHouse  I&#39;ve noticed here in #Florida that no more than 1/2 of the people are wearing face coverings or masks as the President&#39;s team has requested despite very high case numbers.  The President said he would not wear a mask because of the way it would look to a Queen or Dictator visiting him in his office.  1st, they aren&#39;t showing up anytime soon.  2nd, you @POTUS need to lead as President #Xi did - by example.  He&#39;s appeared in public wearing a mask.  This leads me to conclude that opening up the US will be DELAYED vs. #China and #SouthKorea where the people are more disciplined and are being lead BY EXAMPLE.  That&#39;s what leaders do...  Sometimes too much discipline impedes creativity, but at this time, it may impede our return to health as a nation...  What have you observed locally? What percentage of people are wearing masks/face coverings?  Name your state if you respond. Thanks.

Michael Smith

Eric

StockTwits for iOS

H Paul V

StockTwits Web

 that no more than 1/2 of the people are wearing face coverings or masks as the President's team has requested despite very high case numbers.  The President said he would not wear a mask because of the way it would look to a Queen or Dictator visiting him in his office.  1st, they aren't showing up anytime soon.  2nd, you 

 did - by example.  He's appeared in public wearing a mask.  This leads me to conclude that opening up the US will be DELAYED vs. 

 where the people are more disciplined and are being lead BY EXAMPLE.  That's what leaders do...  Sometimes too much discipline impedes creativity, but at this time, it may impede our return to health as a nation...  What have you observed locally? What percentage of people are wearing masks/face coverings?  Name your state if you respond. Thanks.

David Durand

@SunAndStorm @POTUS @WhiteHouse Mask wearing in stores is now close to 100 percent here in Northern CA. They won&#39;t let you in if you don&#39;t have some kind of face covering.  It&#39;s really unfair to checkers if you don&#39;t keep your droplets to yourself. I see some complaining in our local newspaper but that is as far as it goes. No yahoos with rebel flags yelling in everyones face.

 Mask wearing in stores is now close to 100 percent here in Northern CA. They won't let you in if you don't have some kind of face covering.  It's really unfair to checkers if you don't keep your droplets to yourself. I see some complaining in our local newspaper but that is as far as it goes. No yahoos with rebel flags yelling in everyones face.

@MichaelFSmith  Thanks for your response.  Anyone else?   How about South Dakota, Pete?  @PeteinSD

  Thanks for your response.  Anyone else?   How about South Dakota, Pete?  

@SunAndStorm @MichaelFSmith san diego here.  common to see masks out in public.  cannot speak to any stores as i have not been in one for weeks.

 san diego here.  common to see masks out in public.  cannot speak to any stores as i have not been in one for weeks.

PeteinSD

@PeteinSD Thanks.  Been there multiple times mainly for marketing courses.  And all this time I thought you were freezing Pete!  ;)

 Thanks.  Been there multiple times mainly for marketing courses.  And all this time I thought you were freezing Pete!  ;)