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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

Jensen Huangs departure as CEO and Colette Kresss appointment as interim CEO have sparked concerns about Nvidias leadership succession, governance and ability to sustain execution. Traders are split between viewing the transition as a serious risk and treating the selloff as an overreaction, with many pointing to Nvidias underlying business and buying the rebound.

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 shares sold off after its quarterly report despite a strong revenue beat, as delayed third-party capacity pushed 2026 revenue toward the lower end of guidance and higher infrastructure spending raised execution and financing concerns. Traders also cited Nvidia-related turmoil as pressure on AI infrastructure stocks; bulls point to strong demand and customer prepayments, while bears question the growth outlook and cost of expansion.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Ondas Q3 earnings and raised revenue outlook are driving attention, with traders highlighting record growth and a larger backlog. The stocks weak reaction has sparked debate over compressed gross margins, cash burn and dilution risks, while some bullish traders point to the faster profitability timeline and blame broader market weakness or short pressure.

Cardinal Infrastructure Group, Inc. provides infrastructure services to the residential, commercial, industrial, municipal, and state infrastructure markets. It delivers wet utility installations of water, sewer, and stormwater systems, as well as grading, site clearing, erosion control, drilling and blasting, paving, and other related site services. The company was founded on June 12, 2025 and is headquartered in Raleigh, NC.

Cardinal Infrastructure Group Inc - Ordinary Shares - Class A

Cardinals quarterly update, including withdrawn full-year guidance and sharp margin deterioration tied to project estimate revisions, is driving the steep selloff and eroding confidence in management. Traders are divided between viewing the decline as overdone given the companys cash position and announced share repurchase program, and fearing further weakness amid execution concerns and uncertainty around the Hughes acquisition.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

A sharp gold selloff is drawing attention as hotter-than-expected inflation has lifted the dollar and Treasury yields and strengthened expectations for Fed rate hikes, pressuring the non-yielding metal. Traders are split between expecting further downside from persistent rate pressure and buying the dip in anticipation of a rebound or renewed safe-haven demand.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines record Q3 results, including revenue growth, positive free cash flow and a record backlog, are driving a sharp rally and optimism about its outlook. Bulls see evidence of a stronger space-infrastructure business, while skeptics point to ongoing losses and execution risks in converting backlog into durable revenue; short-squeeze and sell-the-news chatter also features.

AST SpaceMobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an intellectual property and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobiles Blacklift rocket unveiling and investor presentation are driving attention: bulls see in-house launch capability as a way to meet satellite demand, while skeptics question the cost and execution risks and worry it could compound delays to BlueBird deployment and commercial service. Traders also debate elevated short interest and squeeze potential, but the central issue is whether the rocket plan can improve launch access or add risk.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment includes To-Home businesses, which include Ele.me, local services and delivery platforms, and Taoxianda, and To-Destination segment businesses, which include Amap, the provider of mobile digital maps, navigation and real-time traffic information, and restaurant and local services guide platforms. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solutions. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba shares are under pressure amid traders concerns about reported links to Megaspeed, a firm tied to the Nvidia chip-diversion and suspected-spy investigation, and the risk of tighter U.S. controls on AI-chip access to China. Any direct Alibaba involvement remains unconfirmed; the community is debating whether the selloff overstates the threat or signals real risks to its AI and cloud business.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians weak, volatile trading despite upbeat discussion of its recent results and R2 prospects is driving debate: some traders point to broader market and interest-rate pressure and the companys cash burn, while others allege short-selling is weighing on the shares. Many bulls are looking to the upcoming Autonomy & AI Day for a potential catalyst.

GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF

GraniteShares 2x Long NVDA Daily ETF

Reports that Nvidias board may consider replacing Jensen Huang amid personal-conduct allegations have fueled sharp swings in NVDA and its leveraged NVDL fund. Traders are split between buying the selloff ahead of earnings and worrying that leadership uncertainty could weigh on Nvidia.

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$JD wow very happy that JD wants robots and not cloud  .  
Remote ban, now with congress change  politics will get mire aggresive toward china. Better CCP to launch stimulus as soon as possible tm.  Jd to jump to $40 and get out . this market is not good 
bitcoin sniffing sonething bad  
 
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JD.com Inc - ADR

Baidu Inc - ADR

 wow very happy that JD wants robots and not cloud  .  
Remote ban, now with congress change  politics will get mire aggresive toward china. Better CCP to launch stimulus as soon as possible tm.  Jd to jump to $40 and get out . this market is not good 
bitcoin sniffing sonething bad  
 


@coolchat1 best scenario is JD jump up after its earning and we can get out, but it probably don&#39;t look that way.  I am preparing for a longer wait until is net cash is equal to its market captial which I think it will take another 2 years.

 best scenario is JD jump up after its earning and we can get out, but it probably don't look that way.  I am preparing for a longer wait until is net cash is equal to its market captial which I think it will take another 2 years.

Luren

@coolchat1 why would you assume midterm results will translate to harsher us china policy?

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 why would you assume midterm results will translate to harsher us china policy?