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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 midterm gains and expected divided government are dominating discussion, with traders viewing the results as a political setback that could weaken Trumps influence and pressure DJT. Most commentary is bearish, though some argue the reaction may be excessive and point to the TAE merger as a separate potential driver.

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 stronger-than-expected results and upbeat sales outlook sparked a rally, but traders focused on the sharp reversal as election results raised concerns about possible limits on data-center expansion. The community is split between viewing that policy risk and AMDs valuation as reasons for caution, and seeing the fears as overblown given strong AI demand.

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

Super Micros quarterly results beat expectations and its raised outlook, attributed to strong AI-server demand, are driving attention. Traders are frustrated that the post-earnings rally faded: bulls emphasize growth and valuation, while skeptics point to thin margins, cash flow and customer concentration; some also speculate that election-related data-center restrictions could weigh on the business.

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 have driven concern that SpaceX could face greater scrutiny of Musks government contracts and data-center expansion, weighing on the shares. Traders are split between expecting regulatory and political fallout and viewing the selloff as an overreaction, with bullish posts also pointing to SpaceXs Qualcomm 5G partnership and buying the dip.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

Riots reported 15-year lease for 910 MW at its Corsicana campus with a leading AI lab, alongside its earnings update, is driving attention as investors focus on its shift from Bitcoin mining toward AI data centers. Traders welcomed the contract as validation of that strategy, while others questioned execution, construction costs and whether the deal will translate into reliable cash flow, amid complaints that the rally could fade.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BioCrysts quarterly results beat expectations and lifted total-revenue guidance, but Orladeyo guidance was unchanged, prompting debate over whether inventory timing and emerging HAE competition could slow its growth. Many traders are frustrated that the stock has barely responded to the strong results, questioning managements capital-allocation strategy and calling for buybacks or a sale; others remain focused on the longer-term Navenibart pipeline catalyst.

Hut 8 Corp. engages in the development and operation of data centers at scale, supporting AI, high-performance computing (HPC), ASIC compute, and other energy-intensive technology applications. It operates through the following segments: Power, Digital Infrastructure, Compute, and Others. The Power segment manages the origination, development, and management of powered land and energy infrastructure. The Digital Infrastructure refers to the development, ownership, and operation of facilities designed to support next-generation, energy-intensive technology application. The Compute segment deals with operating businesses that deploy and monetize compute assets across next-generation energy-intensive technology. The Others segment offers equipment sales and repairs. The company was founded on January 27, 2023 and is headquartered in Miami, FL.

Hut 8 Corp

Hut 8s mixed Q3 report and revenue miss are driving the sharp selloff, with traders questioning current operating performance and noting that much of the reported net income came from unrealized Bitcoin gains. Bears say the AI data-center leases are years from generating revenue, while bulls view the drop as an overreaction and point to the long-term lease pipeline and expanded buyback authorization.

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 reported multi-year deal with SpaceX to develop 5G base stations for Starlink Mobile is drawing attention, with traders viewing it as a major network opportunity while some argue the news is already priced in. The discussion is also focused on Qualcomms upcoming earnings report and whether results can support the optimism.

Duolingo, Inc. is a language-learning website and mobile application, which engages in the development of a free language learning website and crowd sourced text translation platform. It offers Duolingo for Schools, a free, web-based tool that aims to make it easier for teachers to use the Duolingo platform in a structured learning environment, and English Test, an online, on-demand assessment of English proficiency. The company was founded by Luis von Ahn and Severin Hacker in 2011 and is headquartered in Pittsburgh, PA.

Duolingo Inc - Ordinary Shares - Class A

Duolingo Inc

Duolingos quarterly results are driving attention, with stronger-than-expected revenue, accelerating user growth and a raised outlook outweighing an earnings-per-share miss for many traders. Bulls are celebrating the sharp rally and speculating about short covering, while skeptics question the valuation and whether the gains will hold.

First Solar, Inc. is a solar technology company, which engages in the provision of solar modules. It is involved in the design, manufacture, and sale of cadmium tellurid (CdTe) solar modules, which convert sunlight into electricity. The company was founded by Michael J. Ahearn in 1999 and is headquartered in Phoenix, AZ.

First Solar Inc

Solar shares are rallying as traders attribute the move to Democrats sweeping Congress and expectations that clean-energy policy and tax-credit support could become more favorable. Bulls see a renewed sector rotation and potential short-covering, while skeptics argue the gains may fade because policy changes are uncertain and could face presidential vetoes.

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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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