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Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention after a sharp technology-led selloff, with traders linking the decline to fears that the Democratic midterm sweep could bring restrictions on AI development and data-center construction. The community is divided between viewing the move as an overreaction or forced liquidation and seeing it as a broader repricing of the AI trade, while debating whether the market has found a bottom.

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

Nvidias sharp selloff is part of a broader AI and semiconductor retreat, as traders worry that post-election data-center restrictions and permitting delays could slow infrastructure spending. The community is split between seeing the decline as an overreaction and buying opportunity, and expecting further downside if AI investment or demand weakens.

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 political calls for tighter AI regulation and limits on data-center expansion could slow demand for AI chips and memory. The community is split between fears of further downside and dip-buyers who argue the policy concerns are overstated and underlying AI demand remains intact.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp selloff in semiconductor and tech stocks, fueled by concerns about AI and data-center investment and broader market uncertainty, has hammered SOXL; its 3x leverage has amplified the decline. Traders are split between calling it an oversold buying opportunity and warning that further losses and leverage-related selling may follow.

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 the Democratic midterm results could bring tighter AI and data-center rules have fueled a sharp selloff in SanDisk and other semiconductor stocks, as traders reassess the outlook for AI infrastructure spending. The community is split between concerns that the AI trade and memory valuations have further to fall and views that the drop is an overreaction, with some buyers citing continued demand and company fundamentals.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOIs sharp selloff followed quarterly results that beat estimates but came with revenue guidance below expectations and a slower-than-planned U.S. capacity expansion, raising concerns about execution and near-term growth. Bulls point to strong data-center demand and a multiyear hyperscaler agreement, while bears argue the outlook and scaling delays outweigh the earnings beat.

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

IRENs quarterly results and guidance are driving discussion: traders cite sharply higher AI-cloud revenue, a growing backlog and customer-prepaid contracts, while weighing the $4B ARR rollout moving to January or February and concerns about debt and remaining capex funding. Reactions are split between bulls calling the business update strong and bears focused on execution and financing risks, with many attributing the selloff to weakness across AI and data-center stocks.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is drawing attention after a disappointing Q3 report and sharply reduced full-year profitability guidance, with traders blaming heavy investment in its Predictions business and rising costs despite user growth. The reaction is largely bearish, though some holders view the selloff as excessive and argue Predictions could become a growth engine.

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 strong third-quarter results, first GAAP-profitable quarter, and upbeat outlookdriven by rapid growth in its Vector advertising businessare fueling a sharp rally. Traders largely welcome the turnaround and discuss a possible breakout, while some urge caution after the run-up; separate buyout chatter remains speculative.

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 caught in a sharp AI-infrastructure selloff as traders fear a Democratic sweep could bring tighter data-center rules and slow expansion; concerns about funding, debt and project execution are adding pressure. Bulls argue the reaction is excessive given continued AI demand and existing contracts, while bears question whether financing and customer economics can support growth.

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The S&P 500 Fell 2% or More on 85 Days From 2017 to 2025 and Still More Than Tripled

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Emerson Electric (EMR) Q4 2026 Earnings Call Transcript

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EMR Q4 Earnings Beat on Software & Systems Strength

Emerson's Q4 earnings and revenues beat estimates, driven by strong orders, higher volumes and margin expansion, as the company projects 5% sales growth in fiscal 2027.

Compared to Estimates, Emerson Electric (EMR) Q4 Earnings: A Look at Key Metrics

Although the revenue and EPS for Emerson Electric (EMR) give a sense of how its business performed in the quarter ended September 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.

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Emerson Reports Fourth Quarter and Full Year 2026 Results; Provides Initial 2027 Outlook

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$EMR Q4 &#39;26 Earnings Results &amp; Recap

• Reported GAAP EPS of $1.86 up 14.81% YoY
• Reported revenue of $5.2B up 7.13% YoY
• Emerson&#39;s 2027 outlook calls for ~5% net sales growth and ~5% underlying sales growth, EPS of ~$5.70, adjusted EPS of ~$7.25, operating cash flow of $4.3B - $4.4B, and free cash flow of $3.8B - $3.9B.

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Emerson Electric Co.

 Q4 '26 Earnings Results & Recap

• Reported GAAP EPS of $1.86 up 14.81% YoY
• Reported revenue of $5.2B up 7.13% YoY
• Emerson's 2027 outlook calls for ~5% net sales growth and ~5% underlying sales growth, EPS of ~$5.70, adjusted EPS of ~$7.25, operating cash flow of $4.3B - $4.4B, and free cash flow of $3.8B - $3.9B.

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Stocktwits Earnings

• Reported GAAP EPS of $1.86 up 14.81% YoY
• Reported revenue of $5.2B up 7.13% YoY
• Emerson's 2027 outlook calls for ~5% net sales growth and ~5% underlying sales growth, EPS of ~$5.70, adjusted EPS of ~$7.25, operating cash flow of $4.3B - $4.4B, and free cash flow of $3.8B - $3.9B.

Emerson reported a $338M FY26 working-capital cash use, (1)% Europe sales growth, and identified demand, cybersecurity, tariffs, competitive and technological factors, and global conflicts as risks.

Emerson reported 14% underlying orders growth amid broad-based demand, cited its software-defined technology stack, and delivered Q4 FY26 sales growth, higher adjusted EPS, and a higher segment EBITA margin.

Emerson Electric Co. is a global technology and software company, which engages in the provision of solutions. It operates through the following segments: Final Control, Measurement and Analytical, Discrete Automation, Safety and Productivity, Intelligent Devices, and Software and Control. The Final Control segment focuses on providing control, isolation, shutoff, pressure relief, pressure safety valves, actuators, and regulators for process and hybrid industries. The Measurement and Analytical segment involves the instrumentation measuring the physical properties of liquids, gases, pressure, temperature, level, flow, acoustics, corrosion, pH, conductivity, water quality, toxic gases, and flame. The Discrete Automation segment includes solenoid, pneumatic, valve position indicators, pneumatic cylinders and actuators, air preparation equipment, pressure and temperature switches, electric linear motion solutions, programmable automation control systems and software, electrical distribution equipment, and materials joining solutions. The Safety and Productivity segment consists of pipe-working tools: pipe wrenches, pipe cutters, pipe threading and roll grooving equipment, battery hydraulic tools for press connections, drain cleaners, tubing tools and diagnostic systems, including sewer inspection cameras and locating equipment. The Software and Control segment processes by collecting and analyzing information from measurement devices in the plant and using that information to adjust valves, pumps, motors, drives, and other control hardware. The company was founded by Charles Meston and Alexander Meston on September 24, 1890, and is headquartered in St. Louis, MO.

Elliott Calls Emerson's Proposal To Acquire Aspen Tech ‘Deeply Flawed Process,’ Discloses Intent To Pursue All Appropriate Remedies

Equity

Extremely Bearish Sentiment

Activist investor Elliott Investment Management, which has a $1.5 billion stake in Aspen Technology, Inc. (AZPN), <a target="_blank" rel="noopener noreferrer nofollow" href="https://www.prnewswire.com/news-releases/elliott-statement-on-aspen-technology-inc-302379600.html">said</a> on Wednesday it would take all appropriate remedies against Emerson Electric Co. (EMR), which is in the process of acquiring Aspen.“Emerson's proposal to acquire AspenTech is clearly the result of a conflicted and deeply flawed process, bearing all the hallmarks of an opportunistic minority squeeze-out. Furthermore, Emerson's public statements and actions leading up to the commencement of the tender offer underscore its coercive intent toward minority stockholders,” Elliott said in a statement.The activist investor asserted that the transaction is unfair to minority stockholders, and it intends to pursue all appropriate remedies against Emerson. Last week, Emerson Electric <a href="https://stocktwits.com/news-articles/markets/equity/emerson-says-265-dollar-for-aspen-best-and-final-price/ch5EBf8Rt8">said</a> its $265 apiece offer for acquiring all outstanding shares of Aspen's common stock not already owned is its best and final price. Emerson currently owns approximately 57% of Aspen Tech's outstanding shares of common stock following its 55% majority investment completed in 2022.Emerson stated that the price had been actively negotiated between the company and the AspenTech Special Committee for almost three months.“The Special Committee took advice from its independent financial and legal advisors and unanimously recommends the transaction and deems it superior to AspenTech's standalone prospects,” it said.Emerson also stated that AspenTech stockholders should decide to tender, understanding that the economic terms of the transaction will not change, and there is no assurance that Emerson will extend its tender offer should the terms or conditions of the definitive agreement not be met.“Should the tender offer expire without the majority of the minority condition being met, Emerson has no interest in a disposition or sale of its holdings and will maintain its majority ownership stake in and governance rights related to AspenTech, which will remain a publicly traded controlled company,” it said.Emerson’s statement came in response to Elliott’s <a href="https://stocktwits.com/news-articles/markets/equity/elliott-investment-calls-emersons-265-dollar-price-for-azpn-highly-opportunistic/chPzpAlRsC">remarks</a> that it doesn’t agree with the price offered by Emerson to acquire Aspen Technology and considers it ‘highly opportunistic.’"As the largest minority investor in AspenTech, we disagree with the company's decision to support a $265 per share tender offer by its majority stockholder, Emerson, to acquire the AspenTech shares it does not already own. Emerson's offer is highly opportunistic and substantially undervalues the company. Elliott has no intention of tendering its shares at the current price,” Elliott had stated earlier.Amid all the back-and-forth statements by the acquirer and the activist investor, retail sentiment on Stocktwits surrounding AZPN stock dipped into the ‘neutral’ territory (47/100) from ‘bullish’ a day ago.<figure class="image"><img style="aspect-ratio:1852/418;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2025_02_19_at_6_30_19_AM_6cf6a8698e.png" alt="AZPN’s Sentiment Meter and Message Volume as of 5:54 a.m. ET on Feb. 19, 2025 | Source: Stocktwits" width="1852" height="418"><figcaption>AZPN’s Sentiment Meter and Message Volume as of 5:54 a.m. ET on Feb. 19, 2025 | Source: Stocktwits</figcaption></figure>For Emerson, retail sentiment dipped further into the ‘bearish’ territory.<figure class="image"><img style="aspect-ratio:1852/428;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2025_02_19_at_6_31_15_AM_2b0e35f22d.png" alt="EMR’s Sentiment Meter and Message Volume as of 5:55 a.m. ET on Feb. 19, 2025 | Source: Stocktwits" width="1852" height="428"><figcaption>EMR’s Sentiment Meter and Message Volume as of 5:55 a.m. ET on Feb. 19, 2025 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/AZPN">AZPN shares</a> have gained nearly 6% in 2025 and over 51% over the past year. The stock is currently trading very close to Emerson’s offer of $265 apiece.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/moodys-stock-in-spotlight-after-ubs-bmo-capital-raise-price-targets/ch5Y6YPRvZ">Moody’s Stock In Spotlight After UBS, BMO Capital Raise Price Targets Following Upbeat Q4: Retail Stays Extremely Bullish</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, an Aspen Technology (AspenTech) logo is seen displayed on a smartphone screen next to a keyboard. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Elliott said Emerson's public statements and actions leading up to the commencement of the tender offer underscore its coercive intent toward minority stockholders.

Aspen Technology Inc.

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Fundamental analysis looks at earnings, valuation, and business quality, while technical analysis focuses on chart patterns, price action, and indicators, and many investors blend the two. How do you decide what to buy: fundamentals or technicals? Vote and explain your reasoning in the comments.

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