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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.

DJT is drawing attention as traders react to its slide to fresh lows, with much of the discussion linking the weakness to perceived political and economic fallout from the Iran conflict, higher energy costs and inflation. Bearish criticism dominates, though some traders argue the selloff may be near support and expect a rebound.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A broad tech-led selloff, amid concerns about AI valuations and data-center financing alongside interest-rate and oil worries, has driven QQQ lower and fueled bearish positioning. Traders disagree on whether the pullback signals a deeper AI-related unwind or a buying opportunity in a volatile correction.

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

Teslas rocket-thruster Roadster reveal is driving attention, but traders largely describe the ensuing decline as a sell-the-news reaction, questioning whether the flashy, high-end vehicle can become a practical product or meaningfully affect earnings. Some see an impressive engineering showcase and a possible hint of closer TeslaSpaceX ties, while others say it is a costly gimmick; broader tech-market weakness is also cited as pressure.

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. 

Concerns about CoreWeaves debt and rising financing costs, alongside broader weakness in AI infrastructure stocks, have fueled a sharp selloff in Nebius and other neocloud names. Traders disagree on whether NBIS is being unfairly dragged down despite its comparatively stronger balance sheet or whether sector-wide risks point to more downside; many are also debating whether the rebound is durable.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves selloff is centered on concerns about financing its debt-heavy AI data-center expansion, with traders pointing to weakening bond prices, high borrowing costs and default risk amid a broader pullback in AI infrastructure stocks. The community is divided between fears that funding pressures could threaten the business and dip-buyers who say the decline is overdone, citing continued AI demand and supportive comments from Nvidia and analysts.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor selloff is weighing on SOXL amid concerns about AI valuations and heavy infrastructure spending, Chinese chip competition, and hotter inflation that could keep rates elevated; the ETFs 3 leverage magnifies the sectors losses. Traders are split between expecting further declines and buying the steep pullback as an oversold dip, with some looking for a rebound.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets, Data Centers, and Treasury and Corporate. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The Treasury and Corporate segment includes the company’s proprietary trading and mining activities, as well as the company’s principal investments and related gains and losses. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

GLXYs steep selloff has traders focused on fears around its data-center business, especially its reliance on CoreWeave and the lack of a further tenant announcement for Helios; some also cite weakness across AI-infrastructure stocks and volatile crypto markets. Frustration over CEO communication and missed timelines contrasts with holders who remain optimistic about Helios and Galaxys crypto and data-center prospects.

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

A sharp market selloff and volatility dominate discussion, with traders pointing to weakness in technology and AI stocks alongside surging oil, inflation and interest-rate concerns. Bearish calls for further declines compete with dip-buying and hopes for a rebound, as traders debate whether the pullback is a broader correction or a temporary shakeout.

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

Rapid sell-through and extended delivery estimates for Apples foldable iPhone Duo are the main focus, with bullish traders treating them as evidence of strong demand. Skeptics argue limited launch inventory and manufacturing constraints may explain the sellout, while debate also centers on the stocks high valuation and resilience amid broader tech weakness.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digital is under pressure amid a broad selloff in AI data-center stocks, with traders focused on high borrowing costs, the sectors debt-heavy financing needs, and concern that CoreWeaves weakness could spill over. The community is split between fears of further declines and bankruptcy risk, and dip-buyers arguing that APLDs contracted business and data-center growth remain intact.

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$FAST Third-quarter operating margin was 21.5%. Third-quarter net sales rose 15.5% to $2.46 billion.

Approximately 20 basis points of gross-margin benefit reflected favorable timing.

In my view, margin durability deserves the next check.

FomoDesk’s position, if any, was not provided.

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Fastenal Co.

 Third-quarter operating margin was 21.5%. Third-quarter net sales rose 15.5% to $2.46 billion.

Approximately 20 basis points of gross-margin benefit reflected favorable timing.

In my view, margin durability deserves the next check.

FomoDesk’s position, if any, was not provided.