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Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells agreed all-stock acquisition of Lumentum has triggered a sharp selloff, with traders focused on shareholder dilution, the deals scale and the long path to closing. Some see the combination of Marvells connectivity chips and Lumentums optical technology as a strategic AI-infrastructure opportunity, while others question the price and execution risk.

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 sharp selloff is tied to a broader semiconductor rout after Intels weak outlook, with traders debating whether it signals wider chip-demand weakness or an Intel-specific problem ahead of AMDs earnings report. Bears fear a similar earnings reaction and question the valuation, while bulls view the decline as overdone and expect AMDs data-center growth to set it apart.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels weaker-than-expected outlook, citing supply constraints and softer PC demand despite a strong quarter, is driving a steep selloff. Traders are divided between expecting further declines over execution and foundry concerns and viewing the drop as an oversold buying opportunity.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Marvells agreed all-stock acquisition of Lumentum is driving attention, with LITE selling off as holders focus on the fixed share exchange, exposure to Marvells falling stock, and the lengthy path to closing. Traders debate whether the deal undervalues Lumentum and could be rejected or renegotiated, while others see the pullback as an opportunity and point to the companies strategic fit in AI optics.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples fiscal Q4 earnings and outlook are the dominant focus, with traders watching holiday-quarter guidance, iPhone Duo demand and whether rising memory costs pressure margins. Views are split: some expect the high valuation and recent run-up to invite a selloff even on a beat, while others see Apples relative resilience and lighter AI spending as support.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

Reports that nonprofit Usona has completed an FDA application for a psilocybin treatment have intensified concerns that it could beat Compass Pathways to market, while traders focus on when CMPS will complete its own COMP360 application and what management will say about the regulatory timeline. The community is split between viewing the selloff as an overreactionciting different patient indications and Usonas uncertain commercial capacityand worrying that a competitor could erode Compasss first-mover advantage.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A tech- and AI-led selloff is driving attention, with traders questioning whether rising AI infrastructure spending will deliver enough returns and whether weakness in major tech stocks could weigh further on the Nasdaq. The community is split between expecting more downside and looking for an oversold bounce, with Apple earnings and election uncertainty adding to volatility.

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 being swept up in a sharp selloff across AI data-center and neocloud stocks, with traders focused on heavy infrastructure funding needs, debt and dilution risks, and uncertainty ahead of earnings. Bullish holders argue that AI demand and customer commitments support the long-term case, while bears question whether IREN can finance and execute its expansion.

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

A sharp, volatile market selloff and weakness in AI-linked technology and semiconductor stocks dominate the discussion, with traders debating whether the declines signal a deeper correction or a short-term bounce. Midterm-election uncertainty, Iran-war headlines and upcoming Apple and Palantir results are adding to the unease.

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

SMCIs quarterly earnings report is dominating discussion, with traders weighing its preliminary results and raised outlook against concerns about margins, cash flow, inventory, and management credibility. The selloff is also linked by some to weakness across AI and server stocks, while bulls look for a rebound and bears question whether strong results would be enough to restore investor confidence.

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$VKTX   
Per $ABBV statement ABBV295 amylin  phase 1 b data by year end .. chief MD believes will get better outcome as heavier population. I think he will be disappointed and will be wake up call to CEO who wants to seriously compete in obesity 

$PFE guided data by year end.. or next year ? Delayed a lot from last year expectation.  I doubt to present data this week as may derail  SP strength.  

Amylin based combination destined to failure.  Time will show that.

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 statement ABBV295 amylin  phase 1 b data by year end .. chief MD believes will get better outcome as heavier population. I think he will be disappointed and will be wake up call to CEO who wants to seriously compete in obesity 



 guided data by year end.. or next year ? Delayed a lot from last year expectation.  I doubt to present data this week as may derail  SP strength.  

Amylin based combination destined to failure.  Time will show that.

Biolover

@biolover yeah I read that year end phase 1b read a bit differently imo on $VKTX. heavier population data coming in clean would still be the rerate trigger even if the amylin combo debate stays loud, what part worries you most, efficacy or safety

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 yeah I read that year end phase 1b read a bit differently imo on 

. heavier population data coming in clean would still be the rerate trigger even if the amylin combo debate stays loud, what part worries you most, efficacy or safety

@BiotechSwings it will not be competitive.  Wait and see

 it will not be competitive.  Wait and see

@biolover fair, wait and see is the honest call imo. if that year end phase 1b read comes in clean on the heavier population though, the competitive noise gets quiet fast. what data point would flip you

 fair, wait and see is the honest call imo. if that year end phase 1b read comes in clean on the heavier population though, the competitive noise gets quiet fast. what data point would flip you

@BiotechSwings I don’t believe any obesity data point flipped me last 3 years.   That is not u focus.  It is mine

 I don’t believe any obesity data point flipped me last 3 years.   That is not u focus.  It is mine

@biolover fair, 3 years is a long track to ignore imo on $VKTX. what are you watching closest into that year end read, the heavier population data or something else

 fair, 3 years is a long track to ignore imo on 

. what are you watching closest into that year end read, the heavier population data or something else