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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 alleged affairs involving Jensen Huang, including a suspected Chinese spy, have sparked speculation that Nvidias board could remove him and renewed concern about governance and leadership risk. Traders are split between fearing disruption and further selling if Huang leaves, and viewing the selloff as an overreaction because they believe Nvidias business remains strong.

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. 

CoreWeaves strong results and raised outlook have revived confidence in AI-cloud demand, lifting Nebius shares ahead of its own quarterly report. Traders are debating whether Nebius can match that momentum, while others warn expectations have risen and point to financing, spending and execution risks.

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

Traders are framing AMDs sharp rebound as a beneficiary of money rotating out of Nvidia amid reports and speculation about CEO Jensen Huangs personal conduct and possible leadership uncertainty. Some see AMD as an alternative in AI chips, while others call the move FOMO-driven and warn it may be overextended; broader strength in AI-chip stocks is also part of the conversation.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MSCIs new index eligibility rules and the prospect of Strategys exclusion are driving attention, with traders warning of forced index-fund selling while others argue the impact is priced in or limited. Bitcoin weakness and share dilution add to bearish concerns, though some traders see the index change as a short-term issue.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQs discussion centers on a volatile AI-led rebound, with CoreWeaves upbeat results and strength in chip stocks lifting tech shares; traders debate whether the bounce can hold or is temporary. Unverified reports about Nvidia CEO Jensen Huang also fueled concern about spillover across the AI trade, alongside broader worries about valuations and interest rates.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is rising with the AI-chip rebound after CoreWeaves results renewed confidence in data-center demand and financing. Traders also see money rotating from Nvidia amid controversy around its CEO, though some doubt the rally will hold and remain cautious about AI-spending risks.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webulls upcoming Q3 earnings report is a key focus, with traders debating whether business growth can counter the China-related scrutiny and lawsuit concerns they blame for the stocks weakness. Optimists point to user growth and profitability, while skeptics remain concerned about the overhang and continued underperformance.

Quant (QNT) is a cryptocurrency and operates on the Ethereum platform. Quant has a current supply of 14,881,364 with 12,072,738 in circulation. The last known price of Quant is 181.35245038 USD and is down -6.44 over the last 24 hours. It is currently trading on 414 active market(s) with $116,707,887.74 traded over the last 24 hours. More information can be found at https://quant.network/.

Quant

QNTs pullback has traders debating whether it will hold support, with some linking weakness to broader crypto and Bitcoin selling while others see relative strength and are buying dips. The bullish long-term case centers on Quants anticipated role in banking and tokenized financial infrastructure, including a planned Clearing House network rollout, though traders disagree about whether that use will translate into meaningful demand for the token.

GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF

GraniteShares 2x Long NVDA Daily ETF

Traders are using NVDL for leveraged exposure to Nvidia, with many buying dips and positioning for a rebound around earnings. Others warn that its daily leverage can amplify losses and decay in volatile or sideways trading.

BlackBerry Ltd. engages in the provision of intelligent security software and services. It operates through the following segments: QNX, Secure Communications, and Licensing. The QNX segment includes development of safe and reliable software for embedded systems across technology-driven industries. The Secure Communications segment delivers operational resiliency with a government-grade portfolio of secure, certified solutions for mobile fortification, critical communications and crisis management. The Licensing segment focuses on management and monetization of the firm's global patent portfolio. The company was founded by Michael Lazaridis, James Laurence Balsillie, and Douglas E. Fregin on March 7, 1984 and is headquartered in Waterloo, Canada.

BlackBerry Ltd

BlackBerry is drawing attention after QNX and Valeo disclosed multiple automaker design wins in China for a safety-certified smart-camera platform, adding to bullish discussion around QNXs growing automotive pipeline and royalty backlog. Traders are debating whether the news and buying interest can sustain a breakout, while others point to recurring resistance, thin volume, and broader tech-market swings; some also speculate that money is rotating from Nvidia into other tech stocks.

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The move appears tied to a rebound in AI and data-center infrastructure shares after CoreWeave beat expectations and raised guidance, renewing focus on power demand for data centers. Traders also pointed to a broader rally across AI hardware and infrastructure names.

Bloom Energy surges, helping to erase much of this week's AI jitters -

Bloom Energy surges, helping to erase much of this week's AI jitters  Yahoo Finance...

Here's Why Bloom Energy Stock Popped Today

Key PointsThe AI trade got a big boost today...

FuelCell Energy Advances AI Data Center Power With New Testbed

FCEL advances its AI data center strategy with a new testbed to assess integrated fuel cell power systems for reliability and flexibility.

Why Is Bloom Energy Stock Surging Wednesday?

Bloom Energy stock jumped nearly 9% premarket after CoreWeave earnings fueled a broad rebound in AI infrastructure plays.read more...

"Could Be First Shoe To Drop": AI Power Stocks Tumble As SoftBank's Write-Down Deepens Bubble Fears

"Could Be First Shoe To Drop": AI Power Stocks Tumble As SoftBank's Write-Down Deepens Bubble Fears

 GE Vernova and Bloom Energy shares plunged Tuesday after SoftBank Group disclosed a $3.7 billion charge tied to power equipment procurement. We asked whether this write-down...

GE Vernova, Vertiv, and Bloom Energy Just Lost 10% to 24% in a Week. Here's What Set Off the AI Power Sell-off.

Key PointsGE Vernova reported a record $197 billion backlog and raised its 2026 revenue guidance...

Why Bloom Energy Stock Slumped 26.6% in October, and Why the Pullback is a Buying Opportunity

Key PointsSome developments at Oracle and the AI sell-off hit Bloom Energy stock...

Renewable Energy & Battery Stocks to Buy as Blue Wave Sweeps US Congress

A Democratic takeover of Congress could boost clean energy policy support, while rising AI power demand creates opportunities for four stocks.

Zacks Investment Ideas feature highlights: Bloom Energy, Skyworks Solutions and Quanta Services

AI stocks face a major selloff, but Bloom Energy, Skyworks Solutions and Quanta Services offer compelling opportunities as earnings estimates rise and infrastructure demand grows.

Not Bloom Energy. Not Vistra. This AI Power Stock Just Posted a 96% Jump in Orders.

Key PointsAI data centers are consuming more electricity than utility companies are able to reliably deliver...

• Reported GAAP EPS of $0.94 up 526.67% YoY
• Reported revenue of $1.24B up 138.10% YoY
• Bloom Energy raised full-year 2026 guidance to revenue of $4.4B-$4.6B, non-GAAP gross margin of ~34%, non-GAAP operating income of $960M-$1.03B, and non-GAAP EPS of $3.10-$3.40.

Bloom Energy reported net cash used in operating activities of $27.15M and identifies Energy Server upfront costs, product-financing access, and an AI-adoption slowdown as risks to actual results.

Bloom Energy reported record Q3'26 revenue and expanded operating margins, raised full-year 2026 financial guidance, and said demand that began with hyperscalers is rapidly moving across market segments.

Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

OpenAI-Linked Oracle Data Center Reportedly Faces Fresh Power Permit Delay In New Mexico

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Bullish Sentiment

<ul class="summary-bullets"><li>The permit is required for the substantial power generation capacity needed to operate Project Jupiter, a large data center campus Oracle is developing for OpenAI.</li><li>The move to waive the deadline provides the New Mexico Environment Department additional time to assess technical details, including updated emissions projections.</li><li>Project Jupiter is designed to draw significant electricity from an on-site microgrid relying on Bloom Energy fuel cells, supplied in part by a natural gas pipeline being built by Energy Transfer LP.</li></ul>Yucca Growth Infrastructure LLC, the firm building power infrastructure for Oracle Corp.’s (ORCL) New Mexico data center, has reportedly agreed to waive a looming regulatory deadline, instead of risking an application denial.The company is giving up its right to a decision by November 23 on a critical air quality permit, extending the timeline so state environmental regulators can complete their review rather than potentially deny the application, Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-11-05/oracle-data-center-developer-waives-key-air-permit-deadline?leadSource&amp;&amp;leadSource=uverify%20wall#61;uverify%20wall">reported</a>.The permit is required for substantial power generation capacity needed to operate Project Jupiter, a large data center campus Oracle is developing for OpenAI. Without it, construction of the supporting power infrastructure cannot proceed. By voluntarily extending the deadline, Yucca Growth Infrastructure avoids a potential denial that could force a restart of the process.The move provides the New Mexico Environment Department additional time to assess technical details, including updated emissions projections. A public hearing on the permit has been scheduled for early December, Bloomberg said.Project Jupiter is situated in southern New Mexico’s Doña Ana County, near Santa Teresa. It is designed to draw significant electricity from an on-site microgrid <a href="https://stocktwits.com/news-articles/markets/equity/be-stock-rises-overnight-after-oracle-reaffirms-project-jupiter-role-analyst-hikes-price-target-on-gaining-market-acceptance-ahead-of-q3-results/cZxfeTKRBYx">relying on</a> Bloom Energy fuel cells, supplied in part by a natural gas pipeline being built by Energy Transfer LP (ET). Oracle and its partners have advanced building construction on the data center site itself, which does not require the same air permit, while power infrastructure remains subject to separate regulatory approval.While <a class="mention" data-mention="$ORCL" data-symbol-id="ORCL" href="https://stocktwits.com/symbol/ORCL" target="_blank">ORCL shares</a> traded 7% lower at the time of writing, BE dived 16%, on track for its worst day since late June, if losses hold.The project has faced <a href="https://stocktwits.com/news-articles/markets/equity/ai-data-center-delays-new-questions-orcl-be-apld/cZDFMNFRB1s">repeated hurdles</a>. Environmental groups have challenged the air permit application, and regulators have raised questions about emissions modeling. In mid-October, Oracle and Yucca Growth Infrastructure proposed changes, including an enforceable cap on fuel cell output, that the companies said would reduce permitted emissions by roughly 35% without altering planned IT capacity. Separate federal review of the associated natural gas pipeline has also drawn scrutiny.<h2 class="st-heading-2">How Did ORCL, BE Retail Traders React?</h2>On Stocktwits, retail sentiment around ORCL stock stayed within 'bullish' territory at the time of writing, while sentiment around BE was 'bullish.'While ORCL stock has dived 41% year-to-date, BE has added 92%.&nbsp;Read More: <a href="https://stocktwits.com/news-articles/markets/equity/citi-loads-up-on-tesla-lucid-and-rivian-in-q3-while-slashing-x-peng-general-motors/cNG1oswR94W">Citi Loads Up On Tesla, Lucid And Rivian In Q3 While Slashing XPeng, General Motors</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the ORACLE logo displayed on a smartphone with the OpenAI logo in the background. (Photo Illustration by Algi Febri Sugita/SOPA Images/LightRocket via Getty Images)

Yucca Growth Infrastructure is giving up its right to a decision by November 23 on a critical air quality permit, Bloomberg reported.

Yucca Growth Infrastructure is giving up its right to a decision by November 23 on a critical air quality permit, extending the timeline so state environmental regulators can complete their review rather than potentially deny the application, Bloomberg reported. 


OpenAI

Oracle Corp.

Too early to tell

Neocloud stocks, including $NBIS and $CRWV, have been under significant selling pressure in recent weeks. Is the selloff finally over? Cast your vote and drop your reasoning in the comments.

Is the pullback in neocloud stocks over?  
 
Explain your reasoning in the comments.

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Traders are intensely focused on how fuel cell infrastructure is solving critical energy demand for massive AI data centers.

Signs of intense retail sentiment are building as speculators pile into aggressive, swing-trading setups expecting rapid price appreciation.

Heavy institutional call volume is fueling debates over whether the current momentum is a genuine breakout or a temporary squeeze.

Optimism is surging around the potential passage of the BAAJA legislation, which could provide massive tailwinds for clean energy providers.

Market participants are struggling with wild intraday price swings, often blaming algos and bearish macro noise for the chaotic behavior.

Current Price	$209.47
Prev Close	$185.42
Open	$199.52
Dividend Yield	0.00%
50-Day Moving Average	$245.31
Beta	2.62
Avg. Volume	14.84M
PE Ratio	114.82

52-Week High	$351.28
52-Week Low	$75.70
Market Capitalization	$54.82B
EPS (Annual)	-$0.3679
Price to Book	28.35
Revenue Per Employee	$914,179.77

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