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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.

Democratic gains in the midterms and the resulting political setback for Trump dominate discussion of DJT, with many traders linking the results to weaker political tailwinds and expressing bearish views. Some counter that the TAE merger and Truth Social monetization could provide business catalysts beyond politics.

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 stronger-than-expected results and upbeat outlook, driven by AI and data-center demand, are the main catalyst. Traders are bullish on the growth prospects but debate whether the rally can hold amid concerns about data-center restrictions, high valuation and the cost of sustaining the buildout.

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

Super Micros strong quarterly results and higher full-year outlook, driven by AI-server demand, dominate discussion. Bulls point to growth and guidance, while skeptics focus on thin margins, cash conversion, and the muted share-price reaction; some traders also worry about election-related risks to data-center expansion.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Democratic midterm gains have prompted concern that a new Congress could increase scrutiny of SpaceXs government contracts and data-center expansion, weighing on sentiment amid Elon Musks political involvement. Traders are divided between expecting prolonged regulatory and political pressure and viewing the selloff as an overreaction that leaves the companys long-term business prospects intact.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Ubers quarterly earnings and forward outlook dominate discussion: traders note the results topped expectations, but debate whether the guidance is strong enough to reverse the stocks weakness, with many frustrated by the muted reaction. Concerns about autonomous-vehicle competition remain a recurring longer-term counterpoint to bullish views on Ubers growth and profitability.

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 selloff is being tied by traders to Democratic gains in the midterms and fears of greater scrutiny of Elon Musk, weaker government support, and added uncertainty around a potential TeslaSpaceX merger. Some see the political reaction as overdone and are buying the dip, arguing that renewed clean-energy support could benefit Tesla.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BioCrysts quarterly results beat expectations and the company raised its full-year total revenue outlook, alongside FDA approval of ORLADEYO pellets for patients aged 12 and older. Traders welcomed the results but questioned the unchanged ORLADEYO sales outlook, citing possible inventory buildup and a softer final quarter.

McDonald's Corp. engages in the operation and franchising of restaurants. The firm operates through the following segments: U.S., International Operated Markets, and International Developmental Licensed Markets and Corporate. The U.S. segment focuses its operations on the United States. The International Operated Markets segment consists of operations and the franchising of restaurants in Australia, Canada, France, Germany, Italy, the Netherlands, Russia, Spain, and the U.K. The International Developmental Licensed Markets and Corporate segment consists of developmental licensee and affiliate markets in the McDonald’s system. Its products include Big Mac, Quarter Pounder with Cheese, Filet-O-Fish, several chicken sandwiches, Chicken McNuggets, wraps, McDonald's Fries, salads, oatmeal, shakes, McFlurry desserts, sundaes, soft serve cones, pies, soft drinks, coffee, and McCafe beverages. The company was founded by Raymond Albert Kroc on April 15, 1955 and is headquartered in Chicago, IL.

McDonald`s Corp

McDonald's Corp

McDonalds Q3 results are driving discussion: adjusted EPS beat expectations, but revenue missed, leaving traders divided over whether the beat outweighs signs of soft U.S. traffic and consumer demand. Some see improving value-menu trends and better-than-feared comparable sales as encouraging, while others focus on the revenue shortfall and weak domestic traffic.

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

Democrats midterm gains triggered a sharp overnight selloff followed by a strong rebound in the S&P 500, leaving traders debating whether divided-government gridlock and reduced uncertainty support stocks or whether potential AI and data-center restrictions threaten tech and the broader market. The reversal caught bearish traders off guard, while many remained wary of volatile, uneven trading.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Democrats midterm gains have driven a sharp election-related swing in QQQ: traders initially feared tighter AI and data-center oversight, then rallied as some viewed the results as priced in and divided government as stabilizing. The rebound has prompted dip-buying and talk of short-covering, while skeptics question its durability and remain concerned about tech regulation.

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$SMCI reality check

5-6 PE. You ￼don’t see this in old dying companies let alone one in the hottest sector .

Revenue run rate at .25 percent 
Revenues are exploding and growth has been massive .

They are declining business that isn’t up to there standards.

They are growing capacity and building technology that makes them best in class and able to support these giant projects.

They have the cash needed to fuel the growth.

Only thing left is for them to rebuild credibility, first brick in place with New CFO who was good on the call and will hit the road and build institutional ownership.

Bottom line is this is way to cheap at these levels and if the price doesn’t move soon someone will buy them out.

A purchase would be accretive to $DELL $HPE $CSCO $ORCL 

Let’s finally see some real buying .

Rocky

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 reality check

5-6 PE. You ￼don’t see this in old dying companies let alone one in the hottest sector .

Revenue run rate at .25 percent 
Revenues are exploding and growth has been massive .

They are declining business that isn’t up to there standards.

They are growing capacity and building technology that makes them best in class and able to support these giant projects.

They have the cash needed to fuel the growth.

Only thing left is for them to rebuild credibility, first brick in place with New CFO who was good on the call and will hit the road and build institutional ownership.

Bottom line is this is way to cheap at these levels and if the price doesn’t move soon someone will buy them out.

A purchase would be accretive to 

 

Let’s finally see some real buying .