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Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Democratic gains in the midterms are driving a sharp selloff in DJT, with traders linking the companys political-sentiment appeal to concerns that Trump will have less influence under a divided government. The discussion is overwhelmingly bearish, though some traders argue the TAE merger and dilution risks matter beyond the election outcome.

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

Record quarterly results and a stronger outlook fueled by AI-server demand have drawn attention, but traders are frustrated that the stocks initial gains faded. The debate centers on whether election-related worries about data-center expansion and broader AI-sector weaknessor concerns about thin margins, customer concentration, cash flow and management credibilityare weighing on the shares; some traders attribute the move to manipulation without evidence.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples sharp rebound after its post-earnings pullback is drawing attention, with traders attributing the move to a rotation into mega-cap safe haven names around the election and possible short-covering. Bulls celebrate the recovery, while skeptics question the valuation and point to rising memory costs and margin pressure.

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 are being weighed against a sharp reversal in the shares. Traders debate whether worries about data-center regulation after Democratic election gains, valuation and the sustainability of AI spending outweigh the companys growth outlook; bulls argue demand remains strong.

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 sharp semiconductor selloff as traders worry that election outcomes could bring tighter AI regulation or slow data-center construction, weakening memory demand. The community is divided between bears anticipating a prolonged AI-spending slowdown and bulls arguing the fears are overblown and long-term demand for memory remains strong.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

CIFR is under pressure amid traders fears that Texass political shift could tighten approvals or delay AI data-center expansion, compounded by concerns about its Q3 revenue miss, project costs and analyst target cuts. Bears warn of regulatory and financing risks, while bulls argue existing leases and projects remain intact and view the selloff as an overreaction.

Vistra Corp. is a holding company, which engages in the provision of electricity and power generation. It operates through the following segments: Retail, Texas, East, West, and Asset Closure. The Retail segment includes sale of electricity and natural gas to residential, commercial, and industrial customers. The Texas and East segments are involved in electricity generation, wholesale energy sales and purchases, commodity risk management activities, fuel production and fuel logistics management. The West segment represents the company's electricity generation operations in CAISO. The Asset Closure segment refers to the decommissioning and reclamation of retired plants and mines. The company was founded in 1882 and is headquartered in Irving, TX.

Vistra Corp

A steep selloff has traders debating whether election-related uncertainty about energy policy and a broader unwind of AI-power stocks are driving the decline. Many see the drop as an overreaction and are buying the dip, citing ongoing data-center electricity demand, while others worry about tighter regulation and fading scarcity expectations.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Democratic gains in the midterms are driving concern that SpaceX could face greater scrutiny of Musks government dealings, contracts and data-center plans; traders debate whether that presents a real business risk or an overreaction, with many buying the selloff. The Qualcomm partnership for Starlink Mobiles planned 5G network is a bullish counterpoint in the discussion.

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

Democrats midterm sweep of Congress has driven a sharp relief rally in SPY, with traders describing a volatile gap higher and debating whether divided government will support markets. Bullish reactions point to reduced policy uncertainty, while skeptics remain concerned about AI and data-center regulation and question whether the rally will hold.

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

A sharp selloff in memory and AI-chip stocks is dominating discussion, with traders speculating that midterm-election uncertainty could slow data-center expansion; others argue the political fears are overstated and memory demand remains strong. The debate pits worries about a cyclical downturn and fading AI-trade momentum against bullish views citing strong results and ongoing supply constraints.

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Central Securities is a financial firm that provides investment and consulting services for various clients.

Central Securities Corp

Neutral Sentiment

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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