SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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

Reports of Jensen Huangs alleged relationshipsincluding one with a woman suspected by U.S. officials of ties to Chinese intelligenceand a possible board move to oust him are driving the discussion. Traders are divided between concerns about governance, the investigation and leadership continuity, and views that Nvidias AI business remains intact and the selloff is an opportunity.

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 has rallied as traders speculate that reports of Nvidias board considering Jensen Huangs removal could prompt investors to rotate into rival chipmakers. Some see AMD as a short-term beneficiary, while others argue the scandal does not change chip demand or AMDs fundamentals and warn the sharp move may fade.

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. 

CoreWeaves strong results have lifted sentiment across AI-cloud and neocloud stocks, driving NBIS higher ahead of its Q3 report. Bulls anticipate further gains if Nebius confirms demand and growth, while skeptics say the rally may already price in good results and point to financing and capacity-execution risks.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Reports of alleged affairs and possible board action against Nvidia CEO Jensen Huang have fueled concern that leadership uncertainty at a major Nasdaq-100 constituent could spill over into QQQ and AI stocks. Traders are divided between fearing broader tech pressure and viewing the reaction as an overdone selloff, with some pointing to a rebound in the indexes.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MSCIs new index-eligibility rules and the prospect of Strategy being removed from its indexes dominate discussion, with traders debating whether potential passive-fund selling is already priced in or could add further pressure. Bitcoins weakness is another concern, while bulls argue the index issue is a short-term overhang and focus on MSTRs Bitcoin exposure.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Anticipation around Ondas Q3 earnings is driving discussion, with traders debating whether rapid revenue growth can offset continued losses, cash burn, and dilution concerns. High short interest is fueling speculative squeeze hopes, while skeptics warn that disappointing results could weigh on the stock.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

A stronger-than-expected quarterly report, upbeat outlook and Google credit support for financing tied to TeraWulfs Anthropic lease have focused attention on its shift toward AI data-center hosting. Bulls see evidence of improving execution and future HPC revenue, while skeptics point to financing, construction and profitability risks and question why the stocks reaction has been volatile.

GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF

GraniteShares 2x Long NVDA Daily ETF

NVDL is drawing attention as traders react to Nvidias pullback, which some posts attribute to speculation about Jensen Huangs future and a personal controversy. Many are buying the dip for a leveraged rebound, while others warn of further downside and the risks of holding a daily-reset 2x ETF.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Reports of scrutiny around Nvidia CEO Jensen Huang and speculation about his leadership have fueled talk of money rotating into Broadcom and other chip competitors. Traders are split on whether AVGOs relative strength can last, with some viewing it as a beneficiary of Nvidias troubles and others warning that broader AI-chip and hyperscaler-spending concerns could weigh on the sector.

POET Technologies, Inc. engages in the designing, developing, manufacturing and sale of opto-electronic solutions for the sensing, data communications and telecommunications markets. It developed POET Optical Interposer platform, which allows the integration of electronic and photonic devices into a single multi-chip module. The company was founded on November 14, 1985 and is headquartered in Toronto, Canada.

POET Technologies Inc

POET is drawing attention after a sharp rebound from a broader AI and photonics selloff, with traders focused on the upcoming quarterly report for evidence of customer shipments, production progress, or new orders. Bulls see the recovery and call buying as signs of renewed momentum, while skeptics view it as a technical bounce and want commercial revenue to validate the companys prospects.

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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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