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Invesco QQQ Trust Series 1

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQs sharp selloff is being linked to renewed doubts about returns on heavy AI spending after major tech-company results, alongside Iran-related tensions and rising oil prices. Traders are divided between expecting further weakness and viewing the decline as a buying opportunity or setup for a rebound.

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

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor selloff, with traders pointing to Lam Researchs supply constraints and expected China slowdown alongside broader worries about AI spending and financing, is weighing on SOXL. The community is split between buying an oversold dip for a rebound and expecting further declines, while noting that the funds daily 3x leverage magnifies volatility and can erode returns in choppy markets.

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

IREN is drawing attention amid a sharp selloff shared by AI infrastructure and neocloud stocks, with traders citing broad market and macro pressure as well as concerns about debt, capital spending and execution. The community is split between investors viewing the decline as an overdone pullback in a business tied to AI data-center demand and bears expecting further weakness.

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 shares are under pressure amid a broader tech selloff, with traders debating Jensen Huangs comments that capital is scarce for neocloud growth despite strong AI demand. Some see the demand as evidence the AI buildout remains intact, while others worry about financing constraints and circular funding across the sector.

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

Teslas quarterly report has fueled debate over weak growth and profitability, reduced capital-spending guidance, and slower Optimus production plans versus the companys longer-term AI and robotics potential. Traders also cite a possible SpaceX combination as support for the stocks volatile rebound, while others question the deals likelihood and whether Teslas valuation is justified.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas earnings beat and strong advertising growth were overshadowed by its higher AI infrastructure spending outlook and concerns about cash flow and potential dilution from a new nonvoting share class. The selloff has prompted dip-buying from traders focused on ad momentum and AI potential, while skeptics question whether the investment will generate adequate returns.

Forgent Power Solutions, Inc. is a holding company, which engages in the design and manufacture of electrical distribution equipment used in data centers, power grid, and energy-intensive industrial facilities. It also offers powertrain solutions and standard and custom products. The company was founded on July 21, 2025 and is headquartered in Dayton, MN.

Forgent Power Solutions Inc. - Ordinary Shares - Class A

Forgent Power Solutions Inc.

A sharp selloff following Forgents CFO transition is driving discussion, with traders split between viewing the departure as a routine, family-related change and speculating about possible undisclosed financial issues. Some call the decline an overreaction and are buying the dip, while others want management to clarify the circumstances and reaffirm its outlook.

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 sharp pullback is fueling discussion alongside weakness across semiconductor and AI stocks, with concerns about stretched valuations and whether heavy AI spending will deliver lasting returns. Traders are split between viewing the decline as a buying opportunity ahead of earnings and expecting further downside if the sector selloff continues.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokias quarterly results beat expectations and showed strong AI and cloud demand, but shares fell as traders focused on weaker free-cash-flow conversion guidance, negative cash flow, and higher restructuring costs. Bulls called the selloff an overreaction and pointed to growth and orders; bears questioned whether that demand can translate into cash.

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 is drawing attention alongside weakness across AI-optics stocks, with traders citing broader AI funding concerns and worries about dilution, valuation, and manufacturing execution. Some see the decline as an overdone buying opportunity ahead of earnings, pointing to continued data-center optics demand, while others expect further losses.

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Neutral Sentiment

Hold rates steady

Cut 25 bps

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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.

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