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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

Reports of Jensen Huangs alleged relationshipsincluding one involving a person suspected of ties to Chinese intelligenceand speculation that Nvidias board may consider his future as CEO have fueled concern about leadership, governance and potential China-related security or export risks. Traders are divided between viewing the story as damaging uncertainty around a pivotal leader and treating the selloff as an overreaction because Nvidias business remains strong.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQs strong Q3 results, raised full-year outlook and growing backlog are driving discussion, with bullish traders pointing to commercial momentum and quantum-sector leadership. Skeptics question how much growth reflects the SkyWater acquisition and cite cash burn, dilution and broader tech-market weakness as reasons for the stocks volatility.

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

AMD is drawing attention as traders rotate into the chipmaker amid reports of potential leadership turmoil at Nvidia, viewing it as a possible beneficiary of Nvidias setback. The community is split on whether the rally signals future share gains or is a sentiment-driven move that could fade, noting Nvidias technology lead and AMDs valuation risks.

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 is drawing attention ahead of its Q3 results, with CoreWeaves strong update lifting neocloud stocks and fueling optimism that Nebius could also deliver; Nvidia-related headlines have added volatility to the trade. Traders are split on whether the rally has already priced in good results, while others focus on whether rapid growth can justify the companys substantial infrastructure spending and financing needs.

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 report is the dominant focus, with traders looking for evidence that rapid defense and autonomous-systems growth is translating into improving profitability and cash performance. Bulls are hoping for a positive outlook and a possible short squeeze, while skeptics point to dilution, losses and the risk of a post-earnings selloff.

Forgent Power Solutions, Inc. is a holding company, which engages in the design and manufacture of electrical distribution equipment used in data centers, power grid, and energy-intensive industrial facilities. It also offers powertrain solutions and standard and custom products. The company was founded on July 21, 2025 and is headquartered in Dayton, MN.

Forgent Power Solutions Inc. - Ordinary Shares - Class A

Forgent Power Solutions Inc.

Forgents earnings beat and raised outlook are drawing attention, but traders are focused on softer next-quarter guidance and the sharp selloff despite the strong results. Some see the reaction as overdone, while others worry the outlook signals weaker growth ahead.

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

Capricors pending FDA decision on deramiocel for upper-limb function in Duchenne muscular dystrophy is driving attention, with traders focused on the November 22 PDUFA date and managements upbeat trial and labeling comments. Many expect approval and speculate about short covering, while others emphasize the binary risk, prior FDA concerns, and possibility of rejection.

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 weak Q3 performance and withdrawal of full-year guidance are fueling a sharp selloff, with investors also criticizing the Hughes Brothers acquisition and managements capital allocation. Some traders view the decline as excessive and the shares as oversold, while others remain concerned about margins, dilution, and management credibility.

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 is under pressure amid trader concerns about its reported links to Megaspeed, a firm connected to the Nvidia-related suspected-spy investigation, and the possibility of tighter U.S. controls on remote access to AI chips; any direct Alibaba involvement or fallout remains unconfirmed. The community is split between fears that chip restrictions could hurt its AI-cloud ambitions and bullish interest in its T-Head chip-unit IPO plans and upcoming results.

Strive, Inc. engages in the provision of an asset management Bitcoin treasury. It is focused on maximizing value for shareholders, accumulating bitcoin and outperforming bitcoin over the long run. The company was founded by Arshia Sarkhani, Jackson Fairbanks, Arman Sarkhani, and Kyle Fairbanks on March 9, 2022 and is headquartered in Dallas, TX.

Strive Inc. - Ordinary Shares - Class A

Strive Inc.

Strives rapid Bitcoin-treasury expansion is driving attention, with traders linking the stock to Bitcoins moves and discussing recent large purchases funded through preferred offerings and warrant proceeds. Bulls view the accumulation as a catalyst, while bears warn that dilution, preferred-dividend obligations, and a premium to Bitcoin holdings could weigh on common shareholders.

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$TMO $ASTS dissapointed in t mobile strategy. They need to ink deal asap with Asts. You must demand it as a shareholder so they can keep up with the future. They are running out of time. Who is in charge of strategy over there. ?

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Thermo Fisher Scientific Inc.

AST SpaceMobile Inc

 dissapointed in t mobile strategy. They need to ink deal asap with Asts. You must demand it as a shareholder so they can keep up with the future. They are running out of time. Who is in charge of strategy over there. ?

Winston

@kg17 

How are they running out of time?

Smith0206

@Smith0206 they don’t have a solution to combat space x.  You can’t compete if completion can offer 100 percent connection anywhere. They need Asts. And need to lock it in.

 they don’t have a solution to combat space x.  You can’t compete if completion can offer 100 percent connection anywhere. They need Asts. And need to lock it in.

@kg17 

Where’s the rush…space mobile won’t be offering services for a while…I don’t see why they “need to make a deal now” they can hop in anytime.

 

Where’s the rush…space mobile won’t be offering services for a while…I don’t see why they “need to make a deal now” they can hop in anytime.

@Smith0206 fair point. Not super urgent. But still an overhang for them

 fair point. Not super urgent. But still an overhang for them

@kg17 @Smith0206 It makes sense NOT to sign a deal now. That would antagonize Musk and cause him to want to cockblock ASTS even more. So not expecting a deal until Mar/Apr next year. Need to get through Q1-27 and make sure ASTS gets all scheduled launches with SpaceX

 It makes sense NOT to sign a deal now. That would antagonize Musk and cause him to want to cockblock ASTS even more. So not expecting a deal until Mar/Apr next year. Need to get through Q1-27 and make sure ASTS gets all scheduled launches with SpaceX