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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

Nvidia is caught in a sharp AI and semiconductor selloff as traders worry that election-driven resistance to data-center construction could slow infrastructure spending and chip demand. The community is divided between viewing the move as an overreaction to political uncertainty, with AI demand still intact, and seeing it as a broader repricing of an overheated AI trade and its financing risks.

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 earnings-driven selloff dominates discussion: despite strong revenue and EPS growth, traders focused on fourth-quarter revenue guidance below expectations and delays to U.S. capacity expansion, alongside broader weakness in AI-linked stocks. Bulls view the decline as an overreaction given data-center demand and a new hyperscaler agreement, while bears question execution, margins and the growth outlook.

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 Q3 results missed expectations and the company cut its full-year outlook, prompting a sharp selloff and criticism of management. Traders are debating whether heavy investment in its Predictions business and promotional spending can drive future growth or are weighing on profitability, while some remain bullish on customer growth and the platforms potential.

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 conference call are driving discussion: traders point to rapid AI-cloud growth, a larger backlog and new customer contracts, while the rollout of its contracted revenue target has slipped and substantial capital needs remain. The reaction is divided, with bulls emphasizing demand and execution and bears focused on debt, funding and delivery risk amid a sharp selloff in AI-infrastructure stocks.

VanEck ETF Trust - VanEck Semiconductor ETF

VanEck Semiconductor ETF

A sharp semiconductor selloff has focused attention on fears that post-election opposition or regulation could slow data-center construction and weaken AI chipmakers capital-spending outlook; traders also cite crowded positioning and possible forced selling. The community is split between warnings that AI spending and returns may disappoint and dip buyers who view the decline as an overreaction to still-strong demand.

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

AMD is drawing attention after plunging with semiconductor and AI-infrastructure stocks as traders reassess whether election-related scrutiny of data centers could slow construction and chip spending. The community is split between viewing the selloff as an overreaction while AI demand remains strong and warning that slower investment or an unwind of the AI trade could keep pressure on shares.

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

CELH is drawing attention after reporting better-than-expected third-quarter results, with Alani Nu growth lifting the portfolio while the flagship Celsius brand declined. Traders welcomed the earnings beat but debated whether core-brand weakness and margin pressure could limit the upside, with some attributing the muted share reaction to broader market weakness.

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 broad semiconductor and AI-stock selloff as traders worry that political uncertainty and possible data-center restrictions could slow AI infrastructure spending; forced selling and market-wide weakness appear to have intensified the drop. The community is split between calling the move an overreaction and buying on valuation and continued memory demand, and warning that the decline may deepen if AI spending expectations weaken.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the following segments: Materials and Magnetics. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP is drawing attention amid a steep decline alongside the broader rare-earth and critical-minerals sector, despite traders highlighting a quarterly earnings beat, expected GM magnet deliveries, and strong demand for domestic supply. The community is split between frustration over the selloff and concerns about execution, profitability, and China-related uncertainty, versus long-term optimism about MPs strategic position and government support.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. The firm offers various products for application security, performance and reliability, network services, Zero Trust, developer platform, media delivery, insights, domain registration, and consumer services. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflares quarterly results beat expectations and its outlook topped consensus, sparking an after-hours rally after a sharp session decline. Traders welcomed the growth and guidance but debated whether they justify the premium valuation, with margin compression and ongoing losses drawing bearish concern.

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Elastic NV is a data analytics company, which engages in the provision of open-source search and analytics engine services. It operates through the United States, the Netherlands, United Kingdom, India, and Rest of World geographical segments. The company was founded by Shay Banon, Uri Boness, Steven Schuurman, and Simon Willnauer on February 9, 2012 and is headquartered in San Francisco, CA.

Elastic N.V

CRWD Stock Leads Wedbush’s Cybersecurity Bets: Check Point, Fortinet, Varonis, Telos Downgraded

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Bearish Sentiment

<ul class="summary-bullets"><li>Wedbush cited CrowdStrike’s platform strength and its positioning around AI-driven and agentic cybersecurity.</li><li>Elastic also received an ‘Outperform’ rating, with Wedbush raising its price target to $125 on expectations for a potential fiscal 2027 growth inflection.</li><li>Check Point, Fortinet, Varonis and Telos were downgraded, although Wedbush raised its price targets for Fortinet and Varonis.</li></ul><p>CrowdStrike Holdings (CRWD) emerged as one of Wedbush’s top cybersecurity picks on Friday, while Check Point Software Technologies (CKPT), Fortinet (FTNT), Varonis Systems (VRNS) and Telos (TLS) were downgraded.</p><p>FTFT stock has roughly doubled year to date, leading the broader cohort, followed by CrowdStrike, up around 78%, and Varonis, up about 38%. Telos is down roughly 8%, while Check Point has fallen about 30%.</p><figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260911_092656138_1_2d720b5d20.png" alt="koyfin_20260911_092656138 (1).png" width="2400" height="1240"><figcaption>CRWD, CKPT, FTNT, VRNS, TLS stock price performance year-to-date on September 11 as of 9:00 a.m. ET | Source: Koyfin</figcaption></figure><h2 class="st-heading-2">CrowdStrike Leads Wedbush’s Cybersecurity Bets</h2><p>In a note to investors cited by TheFly, Wedbush initiated coverage of CrowdStrike with an ‘Outperform’ rating and a $250 price target, calling the company one of its highest-conviction names in cybersecurity and one of its top technology picks for the next 12 to 18 months. The target reflects the company’s 4-for-1 stock split.</p><p>Wedbush pointed to CrowdStrike’s platform strength and the growing importance of AI-driven cyber defense as companies contend with increasingly sophisticated malware threats. The firm also sees potential in CrowdStrike’s development of agentic security and agentic security operations center orchestration.</p><p>Wedbush also raised the price target on Elastic (ESTC) to $125, up from $65, and maintained an ‘Outperform’ rating. The firm cited that the company’s search, observability, and security businesses could reach a growth inflection in fiscal 2027 behind the price target hike.</p><p><a href="https://stocktwits.com/symbol/CRWD">CRWD stock</a> edged 0.5% higher in early monring trade as the broader market moved higher. On Stocktwits, retail sentiment around the company remained in ‘bearish’ territory over the past day.&nbsp;<a href="https://stocktwits.com/symbol/ESTC">Shares of ESTC</a> moved 0.7% higher, with sentiment also in the ‘bearish’ zone.&nbsp;</p><h2 class="st-heading-2">Check Point, Fortinet Face Higher Bar</h2><p>The bullish view on CrowdStrike stood in contrast to downgrades across several other cybersecurity names. Wedbush downgraded Check Point to ‘Neutral’ from ‘Outperform’, cutting its price target to $135 from $160. The firm acknowledged the company’s transformation under CEO Nadav Zafrir and its expanded $2 billion buyback authorization, but pointed to decelerating growth heading into fiscal 2027.</p><p>Wedbush called Check Point a “prove-me” story, suggesting investors will need to see evidence that the company’s transformation can translate into renewed top-line momentum.</p><p>Fortinet was also downgraded to ‘Neutral’ from ‘Outperform’, although Wedbush raised its price target to $155 from $125. The firm said the stock’s roughly 100% year-to-date gain has left the market “currently baking in a best-case scenario,” creating a higher bar for the company to outperform through the second half of fiscal 2026.</p><p><a href="https://stocktwits.com/symbol/CHKP">CHKP stock</a> edged 0.6% lower in morning trade, while&nbsp;<a href="https://stocktwits.com/symbol/FTNT">FTNT stock</a> slipped as much as 0.5%. Both saw retail sentiment trending in ‘bearish’ territory over the past day on Stocktwits.&nbsp;</p><h2 class="st-heading-2">Varonis, Telos Need To Prove Growth</h2><p>Wedbush also downgraded Varonis to ‘Neutral’ from ‘Outperform’, while raising its price target to $46 from $37.</p><p>The firm sees Varonis as well-positioned for the emerging agentic AI and data-security opportunity, citing 25% annual SaaS revenue growth excluding conversions, platform expansion, and opportunities in AI governance and database monitoring.&nbsp;</p><p>However, Wedbush said it stayed cautious because Veronis’ growth remains below that of peers. It added the stock needs sustained top-line reacceleration before commanding a higher valuation.</p><p>Telos received the most bearish call, with Wedbush cutting the stock to ‘Underperform’ from ‘Neutral’ and lowering its price target to $5 from $8. While growth accelerated to 33%, the firm said it remains concerned about variability in federal contracts and the early-stage adoption of Telos’ Xacta.ai platform.</p><p><a href="https://stocktwits.com/symbol/VRNS">VRNS stock</a> moved 0.8% lower, while&nbsp;<a href="https://stocktwits.com/symbol/TLS">TLS stock</a> plumetted more than 6%. On Stocktwits, retail sentiment around VRNS improved to ‘neutral’ from ‘bearish’ territory over the past day, while sentiment around TLS trended in ‘bullish’ territory.&nbsp;</p><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col><col><col></colgroup><tbody><tr><td>Company</td><td>Ticker</td><td>Wedbush Rating</td><td>Price Target</td><td>Previous PT</td></tr><tr><td>CrowdStrike</td><td>CRWD</td><td>Outperform</td><td>$250</td><td>-</td></tr><tr><td>Elastic</td><td>ESTC</td><td>Outperform</td><td>$125</td><td>$65</td></tr><tr><td>Check Point</td><td>CHKP</td><td>Neutral</td><td>$135</td><td>$160</td></tr><tr><td>Varonis</td><td>VRNS</td><td>Neutral</td><td>$46</td><td>$37</td></tr><tr><td>Fortinet</td><td>FTNT</td><td>Neutral</td><td>$155</td><td>$125</td></tr><tr><td>Telos</td><td>TLS</td><td>Underperform</td><td>$5</td><td>$8</td></tr></tbody></table></figure></div><p><strong>Read also:&nbsp;</strong><a href="https://stocktwits.com/news-articles/markets/equity/tom-lee-says-cpi-could-be-pivot-point-for-markets-sees-pretty-sizable-stock-rally/cZtXLsIRBGm"><strong>Tom Lee Says CPI Could Be ‘Pivot Point’ For Markets – Sees ‘Pretty Sizable’ Stock Rally If Inflation Cools</strong></a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

The CrowdStrike Holdings, Inc. logo appears on the screen of a smartphone in Reno, United States, on December 1, 2024.

Wedbush gave CrowdStrike shares an ‘Outperform’ rating and a $250 price target.

Checkpoint Therapeutics Inc

Crowdstrike Holdings Inc

Fortinet Inc

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Varonis Systems Inc

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