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Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is caught in a semiconductor selloff as traders worry that Democratic gains and calls for tighter AI oversight could slow data-center expansion and weaken future memory demand. The community is split between bearish views that AI spending and the memory cycle are turning, and bulls who see the decline as an overreaction because demand and company fundamentals remain intact.

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

Fears that the Democratic midterm sweep could bring tighter AI regulation and slow U.S. data-center construction are weighing on Nvidia alongside weakness across semiconductor stocks. Traders debate whether policy concerns threaten AI spending or are overblown; some also question the sustainability of AI financing, while bulls argue demand will persist and view the pullback as a buying opportunity.

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 sharp post-earnings selloff despite a strong results-and-guidance beat is driving discussion. Bulls call the reaction disconnected from growth, while cautious traders point to margin pressure, heavy reliance on one customer, and concerns that election-related data-center uncertainty could weigh on AI infrastructure demand.

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 under pressure amid fears that Democratic control could bring tighter regulation and permitting delays for U.S. data-center projects, compounded by a report linking IREN site delays to lower Microsoft AI data-center spending and uncertainty ahead of earnings. Traders are divided between concerns about execution, funding and growth timelines and the view that existing power assets and contracted capacity could benefit if new supply is constrained.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is under pressure amid a sharp semiconductor selloff, with traders tying the weakness to concerns that Democratic control of Congress could bring tighter AI and data-center regulation and slow infrastructure spending. The community is split between fears that the AI trade is breaking down and dip-buyers who see the reaction as overdone; the funds 3x daily leverage is amplifying volatility.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Fears that a Democratic sweep could bring tighter AI and data-center rules and slow future buildouts are weighing on Sandisk and other memory stocks. Traders debate whether the selloff overstates that risk given ongoing memory demand and buybacks, while bearish voices point to continued selling and the sectors cyclical risks.

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 proposed all-stock acquisition of Lumentum is dominating discussion amid a steep selloff: traders criticize the deals scale, dilution risk, and lengthy path to closing, while others see strategic value in combining AI chips and optical networking and are buying the dip. Election-related concerns about data-center development and broader weakness in AI and semiconductor stocks are adding pressure, with debate over how much of the decline is deal-specific.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins record third-quarter results, stronger-than-expected outlook, expanded buyback authorization, and progress rolling out its AI advertising model have sparked a sharp rally after a steep drawdown. Bulls see the results as evidence of renewed growth, while others question how durable the gains are and warn the post-earnings surge could fade.

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 being swept into a selloff in AI data-center stocks, with traders concerned that election results could bring tougher permitting and slow new projects, alongside worries about the sectors financing needs and execution risks. Bullish traders counter that APLDs campuses in North Dakota, Louisiana, and Alabama and its contracted capacity may be less exposed to local restrictions and could become more valuable if new supply is constrained.

Coherent Corp. engages in the development, refinement, manufacturing, and marketing of engineered materials, opto-electronic components and devices, and lasers for use in the industrial, communications, electronics, and instrumentation markets. It operates through the following segments: Networking, Materials, and Lasers. The Networking segment leverages compound semiconductor technology platforms and deep knowledge of end-user applications. The Materials segment markets engineered materials and optoelectronic devices. The Lasers segment serves industrial customers in semiconductor capital equipment, display capital equipment, precision manufacturing, and aerospace and defense, as well as instrumentation customers in life sciences and scientific research. The company was founded by Carl J. Johnson in 1971 and is headquartered in Saxonburg, PA.

Coherent Corp

Coherents strong quarterly results and raised outlook, driven by AI data-center optical demand, are the main focus, but the shares are selling off despite the beat. Traders are split between viewing the pullback as broad AI-sector de-risking and worrying that data-center spending concerns could outweigh the companys growth outlook.

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$SMCI we’re definitely going to see more red. But on the bright side, everyone, including china, knows the racks are fire and willing to do hoodrat shit to get their hands on them.

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$SMCI f it let’s move to China and charge them 4x

$SMCI this dudes take actually took the sting out of this news a bit. Still, a shit day for me with what I thought was a definitive turn around.

 we’re definitely going to see more red. But on the bright side, everyone, including china, knows the racks are fire and willing to do hoodrat shit to get their hands on them.

@odds no because these executives where stupid enough to try to pull a fast one

 no because these executives where stupid enough to try to pull a fast one

Peter Stanisis

@odds 

$SMCI and Charles are NOT implicated in the case! 

$SMCI needs to hire law firm who handled $CDNS&#39; settlement to quickly get past this! Worst outcome $300-500 mil fine!

Similar cases under Trump DOJ: 

AMAT&#39;s case was announced Nov 17, 2023 and settled on Feb 11, 2026 
CDNS&#39;s case was announced April 2025 and settled on July 18 2025 

**Applied Materials** | 2026 | Illegal exports of semiconductor manufacturing equipment to China (SMIC). | **$252 Million** 
**Cadence Design Systems** | 2025 | Unlawfully exporting semiconductor design software to a restricted PRC military university. | **$140 Million** 

Both $AMAT and $CDNS dropped but quickly recovered in the weeks of DOJ announcent and have since recovered even higher!

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Cadence Design Systems, Inc.

Applied Materials Inc.

 and Charles are NOT implicated in the case! 



' settlement to quickly get past this! Worst outcome $300-500 mil fine!

Similar cases under Trump DOJ: 

AMAT's case was announced Nov 17, 2023 and settled on Feb 11, 2026 
CDNS's case was announced April 2025 and settled on July 18 2025 

**Applied Materials** | 2026 | Illegal exports of semiconductor manufacturing equipment to China (SMIC). | **$252 Million** 
**Cadence Design Systems** | 2025 | Unlawfully exporting semiconductor design software to a restricted PRC military university. | **$140 Million** 

Both 

 dropped but quickly recovered in the weeks of DOJ announcent and have since recovered even higher!