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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

Jensen Huangs resignation amid reports of relationships with employees has put NVIDIAs leadership and succession under scrutiny, while allegations involving an associate and possible China-related chip diversion are adding legal and governance concerns. Traders are split between fearing the loss of Huangs leadership and broader fallout, and viewing the selloff as an overreaction because the companys AI business remains strong.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Reports that SpaceX and Tesla merger talks are progressing have fueled speculation that a deal could be announced, though no agreement is confirmed. Traders are split: some see the prospect as bullish, while others worry about dilution, valuation and a potential sell the news reaction.

Cardinal Infrastructure Group, Inc. provides infrastructure services to the residential, commercial, industrial, municipal, and state infrastructure markets. It delivers wet utility installations of water, sewer, and stormwater systems, as well as grading, site clearing, erosion control, drilling and blasting, paving, and other related site services. The company was founded on June 12, 2025 and is headquartered in Raleigh, NC.

Cardinal Infrastructure Group Inc - Ordinary Shares - Class A

A weak Q3 update, sharp margin pressure and withdrawn 2026 guidance have fueled a steep selloff in Cardinal Infrastructure shares, with traders also questioning project-cost controls, management credibility and the delayed Hughes Brothers acquisition. The community is split between fears that the operating problems may persist and claims that the selloff is excessive given the companys cash position and authorized buyback; the buyback is not evidence that purchases have begun.

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. 

Nebiuss strong quarterly growth was overshadowed by a lower-end 2026 revenue outlook, delayed capacity, and sharply higher planned capital spending, prompting concerns about execution and financing. Bulls point to robust AI demand and customer prepayments, while bears argue that growth may arrive later than the buildout costs; Nvidia-related turmoil is also cited as added pressure.

Cisco Systems, Inc. engages in the design, manufacture, and sale of Internet Protocol-based networking products and services related to the communications and information technology industry. The firm operates through the following geographical segments: the Americas, EMEA, and APJC. Its products include the following categories: Secure, Agile Networks, Internet for the Future, Collaboration, End-to-End Security, Optimized Application Experiences, and Other Products. The company was founded by Sandra Lerner and Leonard Bosack in 1984 and is headquartered in San Jose, CA.

Cisco Systems, Inc.

Ciscos upcoming quarterly results are the main focus, with traders positioning for a potentially volatile reaction and debating whether AI infrastructure orders will translate into durable revenue and strong guidance. Bullish traders expect a strong report, while skeptics question order quality, margins, and the durability of AI spending.

Applied Materials, Inc. engages in provision of materials engineering solutions used to produce semiconductors. The firm also focuses on design, development, production, and servicing of the critical wafer fabrication tools used for customers to manufacture semiconductors. It operates through the following segments: Semiconductor Systems and Applied Global Services (AGS). The Semiconductor Systems segment includes designing, development, manufacturing and sale of equipment used to fabricate semiconductor chips referred to as integrated circuits. The AGS segment engages in provision of services, spares, and factory automation software to customer fabrication plants globally. The company was founded on November 10, 1967 and is headquartered in Santa Clara, CA.

Applied Materials Inc.

Applied Materials quarterly report and forward guidance dominate discussion, with traders treating equipment orders as a read-through on semiconductor and AI-related factory investment. The pre-report pullback has prompted unverified leak rumors, which some traders reject; views are split between expectations for strong results and concern that the bar is high or broader weakness in chip stocks will weigh on the shares.

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

Reports of DOJ inquiries involving Super Micro and possible links between Alice Huang and the diversion of its products to China have driven the discussion and sharp selling. Traders debate whether the scrutiny signals company-specific risk or guilt by association, noting Supermicros denial that Megaspeed was ever a customer and its stated cooperation with authorities; bulls call the drop an overreaction while bears cite the companys history of controversy.

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

Nvidia CEO Jensen Huangs resignation and leadership uncertainty have traders viewing AMD as a potential beneficiary of a shift in AI-chip investment and customer demand. The rally has fueled hopes for market-share gains, while skeptics argue the move may be temporary and AMDs valuation is stretched.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Brazils election outcome has driven a sharp repricing of NU alongside other Brazilian stocks, with traders attributing the selloff to political, currency, and macroeconomic risk rather than a company-specific change. The community is split between calling the decline an overreaction and buying the dip, and warning that Brazil exposure and credit risks could keep pressure on shares.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Anthropics launch of Claude workplace tools, including spreadsheet and collaboration products that could compete with Office and Copilot, has fueled concern about AI-driven disruption to Microsofts software business. Traders disagree on the threat: bears see pressure on Microsofts growth and valuation, while bulls argue its enterprise ecosystem is difficult to displace.

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Tessera Defense and Homeland Security Inc. (NYSE American: HLSQ) is a physical security technology company providing integrated, bespoke security solutions that connect detection, intelligence and response across complex security environments. The Tessera platform integrates cameras, sensors, detection technologies, AI and other security infrastructure to identify threats, understand events and coordinate response in real time. Tessera provides the technology, hardware and implementation expertise needed to tailor security solutions to the specific requirements of each site, helping customers deploy and optimize integrated security systems across critical infrastructure, energy, digital infrastructure and homeland security applications. 

Website: http://thlsq.ai/

Tessera Defense and Homeland Security Inc.

Bearish Sentiment

Nvidia ($NVDA) is moving lower after Jensen Huang resigned as CEO. Are you buying the dip?

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) is moving lower after Jensen Huang resigned as CEO. Are you buying the dip?

Fiscal Period	Estimated	Reported	Surprise	Result
Q4 '25	-$50.60	--	--	N/A
Q3 '25	--	-$55.10	--	N/A

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