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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 midterms are driving discussion, with traders viewing the results as a setback for Trump and a loss of political tailwind for DJT; sentiment is broadly bearish, though some see the reaction as excessive and 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 stronger-than-expected results and upbeat outlook, driven by AI and data-center demand, sparked enthusiasm, but traders debated the outlooks durability and the stocks valuation. The post-earnings gains also came under pressure amid speculation that Democratic gains could bring tighter data-center rules and slow the AI buildout.

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 midterm gains have fueled concern that SpaceX could face greater scrutiny of its government contracts and data-center expansion because of Elon Musks political ties. Traders are divided between expecting prolonged regulatory and business headwinds and viewing the selloff as an overreaction that leaves the companys long-term launch, Starlink, and AI prospects intact.

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 strong quarterly results and raised outlook, driven by demand for AI servers, dominate discussion, but traders are frustrated that the share-price response has been muted and volatile. The debate centers on whether growth can translate into stronger margins and cash flow, while some attribute pressure to midterm-related fears of tighter data-center regulation and broader AI-stock weakness.

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

Traders are focused on a reported Democratic sweep in the midterms and its potential consequences for Elon Musks companies, including government contracts, EV incentives, and a possible TeslaSpaceX merger. Many see the political shift as a headwind for Tesla, while others argue Democrats could support EVs and treat the selloff as a buying opportunity.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Ubers quarterly results modestly topped expectations, but the stocks muted-to-negative reaction has traders debating whether the forward outlook is strong enough to sustain growth and cash generation. Some bulls point to expanding profitability and the planned driverless-vehicle rollout, while bears focus on guidance and the stocks persistent weakness.

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

Democratic gains in the midterms have fueled concern that tighter rules or local opposition could slow AI data-center construction, though other traders argue political gridlock will not derail the buildout. Strong AMD results and a broader semiconductor rebound have reinforced the counterview that AI-chip demand remains intact.

McDonald's Corp. engages in the operation and franchising of restaurants. The firm operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. Its products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, and McCafe beverages. The company was founded by Raymond Albert Kroc on April 15, 1955 and is headquartered in Chicago, IL.

McDonald`s Corp

McDonald's Corp

McDonalds Q3 results are driving discussion: earnings beat expectations, but revenue missed and U.S. comparable sales remained slightly negative. Traders are weighing the profit beat and better-than-feared U.S. sales trends against concerns about soft consumer demand and traffic.

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 Q3 results beat expectations and its full-year revenue outlook increased, but the Orladeyo forecast was unchanged. Traders welcomed the profitability and sales growth, while some worry a pharmacy inventory build could mean softer fourth-quarter Orladeyo revenue and question why that outlook was not raised.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novos stronger-than-expected quarterly results and raised outlook, supported by Wegovy pill sales, have revived optimism about a growth recovery. Traders remain divided, with bulls pointing to oral GLP-1 momentum and international expansion while skeptics cite diabetes weakness, Lilly competition and doubts that growth can offset pricing pressure.

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$NKE Nike&#39;s turnaround story is getting interesting. 
 
Shares have gained over 6% in the past month despite continued scepticism. Investor Day on November 16–17 could be a major catalyst. 
 
Strong global brand, restructuring underway, and expectations already beaten down. 
 
I&#39;m bullish on the recovery. 📈

Miguel

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Nike Inc

 Nike's turnaround story is getting interesting. 
 
Shares have gained over 6% in the past month despite continued scepticism. Investor Day on November 16–17 could be a major catalyst. 
 
Strong global brand, restructuring underway, and expectations already beaten down. 
 
I'm bullish on the recovery. 📈