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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

A sharp AI and semiconductor selloff has fueled concern that political pushback and proposed pauses on data-center construction could slow AI infrastructure spending and chip demand. Traders are split between warnings that the AI growth outlook is being repriced and views that the reaction is overdone because no new restrictions are in place and demand remains strong.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

Novavaxs quarterly results and sharply raised 2026 revenue outlook, supported by a Sanofi vaccine-trial milestone, are driving discussion. Although many traders view the earnings beat and licensing strategy positively, others are frustrated by the share-price decline and question the reliance on milestone income, the delayed profitability target, and the lack of new partnerships or pipeline data.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Attention centers on the FDAs pending decision on Capricors deramiocel for Duchenne muscular dystrophy, with a letter from 28 HOPE-3 investigators urging approval and disputing the agencys concerns about the trial data. Many traders see the letter and clinical data as strengthening the approval case and speculate about a short squeeze, while others emphasize that a rejection or delay remains possible.

Ethereum (ETH) is a cryptocurrency . Ethereum has a current supply of 122,192,071.85523712. The last known price of Ethereum is 2,238.82507201 USD and is down -7.69 over the last 24 hours. It is currently trading on 14268 active market(s) with $19,113,383,798.40 traded over the last 24 hours. More information can be found at https://www.ethereum.org/.

Ethereum

Ethereum is caught in a broad crypto selloff, with traders citing concerns around the Binance hack and political and macro uncertainty as possible sources of pressure. Bearish traders warn of further losses, while others view the decline as a buying opportunity and expect a rebound.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

SMH is drawing attention after a steep semiconductor selloff, with traders pointing to fears that political opposition or tighter rules could slow data-center construction and weaken AI chip spending. The community is split between warnings that AI-capex and financing concerns signal a deeper downturn and views that the drop is an overreaction because demand remains strong.

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.

Oracles selloff is centered on concerns that political and local opposition could slow AI data-center expansion, with a New Mexico power-permit delay adding to the uncertainty. Traders also debate whether Oracles debt-funded buildout and AI commitments can generate cash quickly enough; bearish calls about financing risks compete with dip-buying and confidence that demand for AI infrastructure will persist.

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 beat expectations, but shares sold off sharply as traders focused on softer-than-expected next-quarter revenue guidance and delays to U.S. capacity expansion tied to power and construction constraints. The community is split between calling the drop an overreaction given strong data-center demand and a new hyperscaler agreement, and warning that execution risks, compressed margins, and broader AI-sector caution outweigh the reported growth.

Root, Inc. is a technology insurance company, which engages in the provision of insurance services. It offers mobile telematics and technology platforms to segment individual risk based on complex behavioral data and customer experience to make pricing decisions and grow businesses. It provides insurance products and services in the United States. The company was founded by Alexander E. Timm and Daniel Manges in February 2015 and is headquartered in Columbus, OH.

Root Inc - Ordinary Shares - Class A

Root Inc

Roots Q3 results sparked a sharp selloff, with traders focused on softer revenue and declining policies in force as signs that growth is stalling, despite continued profitability. Bulls point to earnings and share buybacks as support, while bears argue that weak policy growth and top-line trends outweigh those positives.

Airbnb, Inc. engages in the management and operation of an online marketplace. Its marketplace model connects hosts and guests online or through mobile devices to book spaces. The company was founded by Brian Chesky, Nathan Blecharczyk and Joseph Gebbia in 2007 and is headquartered in San Francisco, CA.

Airbnb Inc - Ordinary Shares - Class A

Airbnb Inc

Airbnbs Q3 earnings beat and stronger outlook, alongside a new buyback authorization, are driving attention and a strong post-earnings reaction. Bulls see accelerating bookings and growth, while skeptics question whether the rally can hold amid broader market weakness and concerns about cash-flow margins.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the following segments: Materials and Magnetics. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MPs strong Q3 results and progress toward commercial magnet shipments are drawing attention, with bullish traders praising the operational update and demand outlook. The optimism is tempered by a sharp share-price decline and put-heavy options activity, which traders cite as signs of continued volatility and near-term weakness.

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$NKE wall street has now been shown a path to margin expansion.  The P/E is a complete non issue now.  every forcast shows structural improvement , i dont know how people have missed it this long to be honest. 
 
A global powerhouse is literally telling you the major issue is macro factors, and they will ease.  This is not a highly speculative high p/e play, this is war, tariffs, and oil.  
 
this stock is 100000% re rating back to 60-70 in tjr nearish future, decide what to do from that point, until then buy or hold.

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Nike Inc

 wall street has now been shown a path to margin expansion.  The P/E is a complete non issue now.  every forcast shows structural improvement , i dont know how people have missed it this long to be honest. 
 
A global powerhouse is literally telling you the major issue is macro factors, and they will ease.  This is not a highly speculative high p/e play, this is war, tariffs, and oil.  
 
this stock is 100000% re rating back to 60-70 in tjr nearish future, decide what to do from that point, until then buy or hold.