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

Hot inflation data has revived concerns about further Fed rate hikes, while a sharp semiconductor and AI-linked selloff has added pressure on the broader market. Traders are divided between calling the decline a routine pullback and warning of deeper weakness, with producer-price data also in focus.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A sharp tech-led selloff, amid hotter-than-expected inflation and renewed Fed rate-hike concerns, is weighing on QQQ; traders also point to steep losses in South Korean markets and semiconductor stocks. The community is split between warnings that AI-related selling could deepen and views that the drop is a temporary correction or buying opportunity.

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 selling off with memory and semiconductor stocks as traders worry that Chinese supplier CXMTs planned DRAM products could intensify competition; a sharp South Korean market decline and broader AI-trade and interest-rate concerns are adding pressure. The community is split between calling the rout overdone given memory demand and Microns fundamentals, and warning that valuations, AI spending, or the memory cycle may be turning.

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

Hot U.S. inflation data has fueled concern about further Fed tightening, while a sharp semiconductor selloffamid weakness in South Korean chip stocks and worries about Chinese competitionhas pressured NVIDIA. Traders are split between viewing the pullback as a buying opportunity with AI demand intact and warning that stretched valuations, AI spending, and customer financing risks could deepen the downturn.

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 being tied to Gartners warning that most independent neocloud providers may not remain independent by 2030, alongside concern over the companys debt-heavy GPU buildout and bond-market stress; hotter inflation and higher-rate fears added pressure. Traders are divided between seeing a buying opportunity backed by continuing AI demand and Nvidia support, and fearing refinancing problems or losses if infrastructure spending fails to generate sufficient returns.

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

SanDisk is caught in a sharp memory-stock selloff as traders weigh fears that expanding Chinese memory-chip capacity could pressure the sector, alongside broader weakness in Korean and semiconductor markets. The community is split: bears see competition and cyclical supply risks, while bulls argue CXMTs DRAM products are not a direct threat to SanDisks NAND business and point to AI-driven storage demand.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix shares are under pressure amid a broader Korean and semiconductor selloff, with traders citing concerns about Chinese memory competition, uncertainty around AI spending and a report that the company is seeking U.S. approval to expand chip-tool shipments to China. Some investors see the decline as an overreaction given SK Hynixs HBM position and sustained AI-memory demand, while others warn of cyclical and competitive risks.

Taiwan Semiconductor Manufacturing Co., Ltd. engages in the manufacture and sale of integrated circuits and wafer semiconductor devices. Its chips are used in personal computers and peripheral products, information applications, wired and wireless communications systems products, and automotive and industrial equipment including consumer electronics such as smartphones, digital television, game consoles, and digital cameras. The company was founded by Chung Mou Chang on February 21, 1987 and is headquartered in Hsinchu, Taiwan.

Taiwan Semiconductor Manufacturing - ADR

TSMCs Q3 earnings and guidance are the dominant focus, with traders debating whether strong AI-driven demand can overcome concerns about high capital spending, margins, and stretched semiconductor valuations. The pre-earnings selloff has split opinion between those expecting a relief rally and those warning that even a beat may be met with further selling.

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 selling off alongside other neoclouds as traders react to Gartners warning that more than 80% of independent providers may cease operating independently by 2030, CoreWeave debt concerns, and hot inflation data renewing rate-hike fears. The community is split between dip buyers who view the move as an overreaction and bears worried about AI infrastructure spending, financing costs, and valuations.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

The FDA expanded Anktivas approval with BCG to include BCG-unresponsive papillary-only bladder cancer, broadening its eligible patient population ahead of the expected decision date. Traders largely view the decision as a meaningful commercial and regulatory win, but many are frustrated by the muted share-price reaction; others argue the news was partly priced in and point to concerns about valuation, losses, dilution, and how quickly adoption translates into sales.

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$WDC I try to pick a top 5 or 10 stock from a reputable mutual fund like Fselx.  This is one that I think is still in the top 10.  It will recover.  I read something like 95% of ChatGPT users dont pay a dime still.  That will change.

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Western Digital Corp.

 I try to pick a top 5 or 10 stock from a reputable mutual fund like Fselx.  This is one that I think is still in the top 10.  It will recover.  I read something like 95% of ChatGPT users dont pay a dime still.  That will change.