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A sharp semiconductor selloff is weighing on SOXL, with traders linking it to fears that the new congressional balance could bring tighter AI and data-center restrictions, alongside chip-sector weakness and concerns that the AI trade is unwinding. The community is split between expecting further losses and treating the decline as capitulation and a buying opportunity, while warning that SOXLs 3x leverage magnifies the swings.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Record quarterly results, expanding margins, and continued sales growth are driving discussion, though the stocks muted reaction frustrates bullish holders. Debate centers on whether improving commercial execution outweighs lingering concerns about lung-cancer data durability, the planned filing timeline, and managements communication.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomms quarterly report and outlook are driving the selloff: traders are focused on sharply weaker handset sales and margin pressure from rising component costs, despite modestly beating estimates. Some see growth in automotive, data center and the SpaceX partnership as a longer-term offset, while others argue diversification has not yet replaced the smartphone business.

Xeris Biopharma Holdings, Inc. is a biopharmaceutical company, which engages in developing and commercializing products across a range of therapies. Its products include Gvoke, Keveyis, and Recorlev. Gvoke is a ready-to-use liquid glucagon for the treatment of severe hypoglycemia. Keveyis is the therapy approved in the United States to treat hyperkalemic, hypokalemic, and related variants of primary periodic paralysis (PPP). Recorlev is a cortisol synthesis inhibitor approved for the treatment of endogenous hypercortisolemia in adult patients with Cushing’s syndrome. The company was founded by Steven Prestrelski in 2005 and is headquartered in Chicago, IL.

Xeris Biopharma Holdings Inc

A strong quarterly report, raised full-year revenue outlook, and managements view that Recorlev could reach blockbuster scale years earlier than expected are driving attention to XERS. Traders are celebrating the growth outlook and sharp rally, while takeover speculation is circulating but remains unconfirmed.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

A stronger-than-expected third-quarter report is driving attention, with traders welcoming portfolio growth led by Alani Nu and a positive initial share reaction. Debate centers on whether that growth can offset declining revenue in the core CELSIUS brand and compressed gross margins.

Unity Software, Inc. engages in the developing video gaming software. It also provides software solutions to create, run and monetize interactive, real-time two-dimensional and three-dimensional content for mobile phones, tablets, consoles, and augmented and virtual reality devices. Its platform is used by developers, artists, and designers to build content for gaming, film, retail, automotive, architecture, engineering, and construction industries. The company was founded by Joachim Ante and David Helgason in 2004 and is headquartered in San Francisco, CA.

Unity Software Inc

Unitys quarterly results beat expectations, delivered its first GAAP profit since going public, and paired rapid Vector advertising growth with stronger guidance, driving a sharp post-earnings rally. Traders largely celebrated a potential turnaround and debated whether the move can hold, while some cautioned about resistance and speculated about short covering.

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 strong quarterly results and upbeat outlook have been overshadowed by a sharp selloff alongside chip and AI stocks. Traders debate whether election-related fears about AI regulation and data-center expansion, stretched valuations, or broader sector pressure are driving the decline, while dip buyers argue the companys fundamentals remain intact.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm shares are under pressure after an earnings beat failed to reassure investors: weaker-than-hoped royalty growth and a largely in-line outlook raised doubts about how quickly AI and data-center demand will translate into recurring revenue. Traders also point to broader selling across semiconductor and AI stocks, while some view the pullback as a buying opportunity.

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 memory-sector selloff as election results fuel fears that tighter AI and data-center rules could slow infrastructure growth and chip demand. Traders are split between calling the decline an overreaction given strong results and ongoing demand, and warning that weaker AI spending, memory-price cyclicality, and competition could pressure future earnings.

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

Nvidia is under pressure as traders worry that calls for tighter AI regulation and potential data-center permitting delays could slow infrastructure spending, alongside concerns about circular financing and the sustainability of AI demand. The community is split between viewing these risks as signs of an AI-trade unwind and treating the selloff as an overreaction, with some buying the dip ahead of earnings.

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ASML Holding N.V. (ASML) Is a Trending Stock: Facts to Know Before Betting on It

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CRWV, NBIS, NVDA Jump Overnight: Musk Says SpaceX Could Rent Compute ‘Several Times Over,’ Analyst Dismisses Glut Fears 

Equity

Analyst Gene Munster called compute oversupply fears “off base,” highlighting profitable growth in SpaceX’s Super Intelligence business.

3 Stocks Set to Benefit From Long-Term AI Tailwinds

The AI revolution continues to create opportunities, with Taiwan Semiconductor (TSM), BWX Technologies (BWXT), and ASML Holding (ASML) each positioned to continue benefiting. 

ASML Holding NV engages in the development, production, marketing, sales, upgrading and servicing of advanced semiconductor equipment systems. It includes lithography, metrology and inspection systems. The company was founded on April 1, 1984 and is headquartered in Veldhoven, the Netherlands.

ASML Holding NV - New York Shares

Bearish Sentiment

<ul class="summary-bullets"><li>Musk said SpaceX could rent out its compute “several times over,” speaking about relentless customer demand and difficulty finding spare capacity.</li><li>ARK analyst Brett Winton flagged rising contract renewals as bullish for providers able to deploy GPUs quickly.</li><li>Musk outlined 13 GW of compute by year-end 2027, above ARK’s forecast of less than 8 GW.</li></ul>CoreWeave (CRWV), Nebius (NBIS) and major AI infrastructure stocks climbed overnight late Tuesday as SpaceX’s strong compute demand prompted analysts to challenge oversupply fears and highlight rising rental rates and a faster-than-expected capacity expansion.<a href="https://stocktwits.com/symbol/CRWV">CRWV</a> rose 5% and&nbsp;<a href="https://stocktwits.com/symbol/NBIS">NBIS</a> climbed 6% overnight, while&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia (NVDA)</a> and&nbsp;<a href="https://stocktwits.com/symbol/ASML">ASML (ASML)</a> each gained 2% and&nbsp;<a href="https://stocktwits.com/symbol/INTC">Intel (INTC)</a> advanced 4%.<h2 class="st-heading-2">SpaceX’s Compute Demand Runs Ahead Of Supply</h2>“We are also, frankly, hounded relentlessly by every hyperscaler and by dozens of smaller companies to rent more of our compute,” Musk said on the latest SpaceX earnings call. “We could rent out our compute several times over if we said yes to everyone.”SpaceX has encountered the shortage itself. Musk said efforts to shift inference workloads elsewhere and free up capacity for training hit the same wall across GB300s, GB200s, TPUs, Trainiums and older H100s: no availability. He compared the search to Monty Python’s cheese-shop sketch — a shop with plenty of varieties to ask for, but no cheese to sell. “It is ridiculous. I do not think we are going to have a demand issue here,” Musk said.The strong demand outlook lifted shares of AI cloud providers such as CoreWeave and Nebius, which rent GPU computing capacity to customers.<h2 class="st-heading-2">SpaceX’s Compute Outlook Gives Neocloud Bulls Fresh Fodder</h2>Deepwater Asset Management managing partner Gene Munster&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2112640158290112642">said</a> SpaceX’s Super Intelligence business beat expectations by 17%, calling the results good news for neoclouds. “This is profitable revenue and a sign that the narrative that we have oversupply of compute is off base,” he said.The segment generated $7.6 billion in third-quarter (Q3) revenue, about 52% of SpaceX’s $14.6 billion total, compared with 33% in the June quarter, Munster noted. CFO Bret Johnsen said SI solutions and infrastructure revenue grew 192% sequentially even excluding the Cursor acquisition.Munster also&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2112643954751803619">said</a> investors underappreciate the business helping finance SpaceX’s connectivity and launch ambitions. “Super Intelligence business (compute) doesn't get the love it deserves from many investors because it's seen as not as sexy as the other segments,” he said.<h2 class="st-heading-2">ARK Sees Bullish Sign In Compute Contract Renewals</h2>Musk said the shortage was supporting prices even for older hardware. “That is why you see things like even old computers, like the H100s, renting for more than they rented when they were new,” he said.SpaceX favors short contracts at effectively spot-market rates, betting that better AI software will increase the value generated from its compute. “We see them renewing at higher dollars per watt, not lower dollars per watt,” Musk said.Cathie Wood’s ARK Investment Management chief futurist Brett Winton highlighted the implications for providers able to switch on capacity quickly. “Elon's commentary also suggests that renewals on the same chips are increasing year over year,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/wintonARK/status/2112658387926503718">said</a>. “This is bullish for anyone that can actually attach a gpu to power in as little a time as possible.”Johnsen said pricing was slightly above the high end of the previously discussed $30 to $30-per-watt range, with new deployments paying back in less than a year. Winton&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/wintonARK/status/2112652265119195162">said</a> contracts tracking above $50 billion per gigawatt exceeded ARK’s model, while noting potential customer concentration.Musk suggested returns could improve further: “I am not saying this will happen; it is not impossible that we will have a six-month payback period for compute next year.”<h2 class="st-heading-2">SpaceX Capacity Plans Outrun ARK’s Forecast</h2>SpaceX ended September with 1.7 gigawatts of nameplate compute capacity and expects 2.5 to 3 GW by year-end. Musk expressed high confidence in adding another 10 GW during 2027. “I would be surprised if we brought on less than 13 gigawatts of compute by the end of next year,” he said.This exceeds ARK’s forecast of slightly less than 8 GW, Winton&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/wintonARK/status/2112648605224075337">said</a>. Reaching 3 GW this year would also surpass its 2.1-GW expectation, he noted. “This is quite positive,” Winton said. “At the margin I was somewhat expecting cautionary commentary on GWs delivered given on-the-ground complications.”Musk also outlined an aim for 20 GW of additional power and cooling infrastructure next year, while presenting more than 20 GW of active compute in 2027 as a smaller possibility. Winton separately&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/wintonARK/status/2112650751629725726">said</a> reaching 20 GW of compute by the end of 2028 could offer a credible catch-up path to frontier AI competitors; ARK had expected that milestone around early 2030.The expansion comes after $19.6 billion of capital spending in Q3. Munster&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2112647279052234908">said</a> the plans suggested 2027 spending above the Street’s $162 billion expectation.<h2 class="st-heading-2">Niles: SpaceX Could Help Spark Next AI Rally</h2>Niles Investment Management founder Dan Niles pointed to SpaceX’s earnings beat and aggressive spending outlook as reasons for growing confidence in a near-term AI rebound. “My conviction of a near-term AI rally continues to grow,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/DanielTNiles/status/2112703522386981358">said on X</a>.SpaceX forecast first-quarter revenue of $33 billion to $37 billion and fourth-quarter capital spending of $35 billion to $40 billion. Niles put those outlooks 57% and nearly 90% above consensus, respectively.He argued that the AI infrastructure trade looked oversold even while acknowledging neocloud funding challenges, slowing revenue growth at OpenAI and Anthropic, and bipartisan opposition to data centers. “Maybe the SpaceX earnings and Super Micro positive pre-announcement [preliminary q1 sales update] today are the trigger to start the next AI related rally regardless of whether we have seen THE TOP or not.”<h2 class="st-heading-2">SpaceX’s Chip Ambitions Put Suppliers In Spotlight</h2>Musk said SpaceX was tracking to bring 200,000 Nvidia GB300s online monthly through year-end, with next year’s deployments increasingly focused on Vera Rubin. A training cluster would contain 440,000 Vera Rubin computers by the end of Q2 2027.Winton&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/wintonARK/status/2112655025868820593">said</a> that SpaceX’s ability to power and deploy chips quickly makes it a more reliable Nvidia customer. Musk identified power, cooling and infrastructure as bigger constraints than chips.Intel and ASML connect through Terafab. Intel is a strategic partner in the project, which Musk said aims for a functional test chip around May or June 2027 and volume production in the second half of 2028.&nbsp;“Now, these are very aggressive dates, and we're very appreciative of ASML and all of our other suppliers in accelerating equipment deliveries in order to achieve this outcome,” Musk said, while cautioning that the schedule carried substantial uncertainty.<h2 class="st-heading-2">Grok Bot Adds Fuel To SpaceX’s Compute Expansion</h2>Musk said Grok Bot could eventually use most of SpaceX’s compute, adding another source of demand alongside external customers. “I've never seen anything grow this fast,” he said.President and COO Gwynne Shotwell said Grok Bot had hit 800,000 paid weekly users earlier this month, more than doubling over the previous month. Munster&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2112648456934178965">projected</a> 50 million daily users within six months, versus his estimate of 5 million currently.Musk linked the expansion to potential annual recurring revenue of $500 billion to $1 trillion by the end of 2027. Winton said the upper end represented upside from monetizing Grok Bot rather than simply renting infrastructure. “You don't need to make wild assumptions about AI software monetization in order to make that ARR forecast work,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/wintonARK/status/2112649514310119793">said</a>.<h2 class="st-heading-2">How Do Retail Traders Feel About AI Infrastructure Stocks?</h2>On Stocktwits, CRWV and NBIS drew ‘extremely bullish’ retail sentiment amid ‘extremely high’ message volume, while INTC and NVDA saw ‘bullish’ sentiment on ‘normal’ volume. ASML’s sentiment was ‘neutral’, also amid ‘normal’ message volume.INTC leads the group with a 148% gain so far this year, followed by NBIS at 105%, ASML at 53% and NVDA at 16%, while CRWV has fallen 13%.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spcx-stock-musk-1-trillion-revenue-2028-analyst-tesla-merger-odds-2-years/cZxtmj9RBHi">SPCX Stock Jumps Overnight: Musk Teases $1 Trillion Revenue By 2028 — Analyst Sees 95% Tesla Merger Odds In 2 Years&nbsp;</a>

A processor embedded with a NVIDA chip is seen during the artificial intelligence exhibition AI EXPO 2026 in Taipei, Taiwan, on March 25, 2026. (Photo by Daniel Ceng/Anadolu via Getty Images)

CRWV, NBIS, NVDA Jump Overnight: Musk Says SpaceX Could Rent Compute ‘Several Times Over,’ Analyst Dismisses Glut Fears

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