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Invesco QQQ Trust Series 1

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure amid a sharp tech-led selloff, with traders focused on fears that the Democratic midterm gains could bring tighter limits on AI and data-center expansion. The community is divided over whether those policy concerns triggered the drop or exposed an already overstretched AI trade, with some pointing to leveraged unwinds and others calling the reaction an overcorrection.

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

NVDAs sharp selloff is part of a broader semiconductor and AI-stock retreat, as traders worry that election-driven opposition to data-center construction could delay or slow AI infrastructure spending. The community is divided: bears see risks to growth and capex, while bulls argue no restrictions have been enacted and demand and company fundamentals remain intact.

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 being linked by traders to election-driven uncertainty and calls for tighter AI regulation, which have raised concerns that data-center expansion and demand for AI chips could slow. The community is split between seeing the decline as an overreaction and buying on valuation and continued memory demand, versus expecting further losses as the tech rout continues.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is drawing attention after a historic plunge alongside semiconductor stocks, as traders worry that AI and data-center investment could slow amid election-related uncertainty; the ETFs 3x daily leverage may have amplified selling and liquidation pressure. The community is split between calling the drop an overreaction and looking for a bounce, and warning that volatility and further losses could continue.

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

AAOIs quarterly results topped expectations, but its revenue outlook fell short and management flagged delays to U.S. capacity expansion, weighing on shares amid a broader selloff in AI-related stocks. Bulls call the drop an overreaction given strong demand and growth prospects, while bears focus on weaker guidance, margin pressure, and execution risks.

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 sharp semiconductor and AI-stock selloff as traders worry that the midterm results and calls for AI regulation could slow data-center construction and weaken memory demand. The community is split between fears that the AI trade is unwinding and investors who see the drop as overdone, arguing that data centers will still be built and demand and company fundamentals remain strong.

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. 

Nebius is caught in a sharp AI-infrastructure selloff as traders fear a Democratic sweep could bring tighter data-center rules and slow expansion; concerns about funding, debt and project execution are adding pressure. Bulls argue the reaction is excessive given continued AI demand and existing contracts, while bears question whether financing and customer economics can support growth.

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 outlook dominate discussion: traders point to rapid AI-cloud growth, a larger backlog and customer prepayments, while skeptics focus on the delayed rollout of contracted capacity, substantial financing needs and weakness across AI infrastructure stocks. The reports growth was met with a sharp selloff, prompting debate over whether strong demand and execution can outweigh delivery and funding risks.

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 weaker-than-expected Q3 results and sharply reduced full-year outlook, reflecting heavier investment in its Predictions business, triggered a steep selloff. Traders largely criticized the spending and questioned profitability and competitive advantage, while some argued it could build a valuable growth business over time.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unitys first GAAP-profitable quarter, accelerating Vector advertising growth, and strong forward guidance are driving a sharp rally. Traders are largely upbeat about the earnings momentum, while some also speculate about a possible buyouta rumor not established as confirmed.

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$NVDA 

So everything I am reading points to absolutely blowout earnings. Nothing but success and dominance. 

Yet, there is skepticism. 

At this point, short of walking on water and turning a rock into a gold bar..wtf can Jensen and this company do? 

He seems so calm (which a nearly 200b net worth can provide)…but the competitor in me would be 5 alarm pissed.

John Dough

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Nvidias sharp selloff is part of a broader AI and semiconductor retreat, as traders worry that post-election data-center restrictions and permitting delays could slow infrastructure spending. The community is split between seeing the decline as an overreaction and buying opportunity, and expecting further downside if AI investment or demand weakens.

 

So everything I am reading points to absolutely blowout earnings. Nothing but success and dominance. 

Yet, there is skepticism. 

At this point, short of walking on water and turning a rock into a gold bar..wtf can Jensen and this company do? 

He seems so calm (which a nearly 200b net worth can provide)…but the competitor in me would be 5 alarm pissed.