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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 selloff as traders worry that election results could bring tighter scrutiny or delays for data-center construction, slowing AI infrastructure spending and future memory demand. The community is split between fears that the AI trade and memory cycle are rolling over and views that the selloff overstates the risk because data-center projects and AI demand could continue elsewhere.

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

NVIDIAs selloff is tied to traders concerns that the Democratic sweep could bring tighter AI and data-center rules, delaying projects and weighing on chip demand. The community is divided between fears of an AI-capex slowdown and a broader bubble unwind, and bulls who view the decline as an overreaction and point to ongoing AI demand.

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. 

A post-election selloff has focused attention on fears that Democratic-led restrictions or local opposition could slow U.S. data-center construction and weigh on AI infrastructure stocks. Bulls argue Nebiuss international footprint and lack of Texas data centers limit its exposure, while bears point to permitting and buildout risks across the neocloud sector.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Concerns that election results could bring tighter oversight or delays for data-center construction are weighing on SanDisk and other AI-linked memory stocks, as investors question the pace of infrastructure spending. Traders are split between viewing the selloff as an overreaction to political uncertainty and warning that slower buildouts could undermine future memory demand.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

A stronger-than-expected quarterly report, upbeat forward guidance, and expanded share-repurchase authorization sparked a sharp rebound after a steep decline. Many traders welcomed the results and anticipated further gains, while others cautioned that the rally could fade and questioned whether growth can hold up amid rising AI costs and a slower growth outlook.

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

A strong earnings beat and raised revenue outlook have failed to prevent a sharp post-report selloff, leaving traders divided between those focused on AI-driven growth and low valuation and those concerned about margin pressure and reliance on one large customer. Some also blame election-related uncertainty over data-center expansion, while others view the decline as an overreaction.

Roundhill ETF Trust - Roundhill Memory ETF

A sharp selloff in memory and semiconductor shares has traders debating whether AI-spending concerns and fears of a cyclical downturn or added supply from China threaten the memory boom. Some see more downside, while others are buying the dip on expectations that AI demand and tight memory supply will persist.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells proposed all-stock acquisition of Lumentum is dominating discussion amid the sharp selloff, with traders worried about dilution, the deals price and execution risks, and uncertainty before closing. Some see strategic potential in combining chips and optical components for AI data centers and view the drop as overdone, while broader concerns about AI infrastructure spending add pressure.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

Gold is rallying alongside silver after the U.S. midterm results, with traders pointing to a weaker dollar and lower Treasury yields as support for precious metals. The community is broadly bullish on the move but some traders question whether it will hold, citing volatile price action and nearby technical resistance.

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

Fears that election results could bring tighter data-center permitting, particularly in Texas, are weighing on IREN and the broader AI infrastructure trade; traders disagree over whether existing powered sites could instead benefit from limits on new competition. Earnings uncertainty and reported Microsoft-related project delays add to the concern, while bulls are looking for updates on delivery timelines and capacity.

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LVMH Bets On China’s Recovery With New Louis Vuitton, Dior, Tiffany Stores In Beijing Next Month: Report 

Equity

Recent commentary from retail companies and brands points to a rebound in fashion and luxury sales in China.

LVMH, Kering Downgraded By Berenberg As 'Luxury Super Cycle Is Over' — Retail Traders Have Mixed Feelings

Demand for luxury will grow at only 2%-3% annually in the medium term, below the historical norm of 6%, the investment research firm believes.


LVMH Suffers Another Cyberattack As Hacks Targeting Retail Brands Rise

Data at the luxury brand’s Korean division was compromised just months after a cyberattack targeted its other label, Christian Dior.


China’s tariffs on French cognac reportedly depend on EV deal

Investing.com -- French cognac producers have reached a provisional agreement on minimum import prices for the Chinese market, but China will only finalize the deal if progress is made in a dispute over European Union tariffs on Chinese electric vehicles, according a Reuters report on Friday.

LVMH stock target slashed at Morgan Stanley ’as operating deleverage bites’

Investing.com -- Morgan Stanley has cut its price target on LVMH (EPA:LVMH) shares from €560 to €510, pointing to sharper-than-expected earnings pressure stemming from operating deleverage and adverse foreign exchange (FX) movements.

Dior naming Anderson as sole creative director seen as a positive for LVMH

Luxury To Get Pricier? LVMH Eyes Hikes To Cushion US Tariff Blow

A potential hike by the world’s largest luxury brand will have a ripple effect across the sector.


LVMH Moët Hennessy Louis Vuitton SE engages in the manufacture of luxury goods. It operates through the following segments: Wines and Spirits, Fashion and Leather Goods, Perfumes and Cosmetics, Watches and Jewelry, Selective Retailing, and Other and Holding Companies. The Wines and Spirits segment is involved in the production and sale of champagne wines and sparkling wines, as well as distribution of vodka and white liquor. The Fashion and Leather Goods segment offers luggage items, bags, accessories, shoes, and clothes. The Perfumes and Cosmetics segment distributes make-up, perfume, and skin care products. The Watches and Jewelry segment manufactures luxury watches and accessories for men and women. The Selective Retailing segment is organized to promote an environment that is appropriate to the image and status of the luxury brands. The Other and Holding Companies segment pertains to the media division, which publishes newspapers and magazines, manages business and financial websites, and holds radio stations. The company was founded by Bernard Arnault on January 13, 1923 and is headquartered in Paris, France.

Lvmh Moet Hennessy Louis Vuitton SE - ADR - Level I

Bearish Sentiment

<ul><li>Four LVMH labels — Louis Vuitton, Dior, Tiffany, and Loro Piana — are set to open multistory stores in Beijing next month, according to a report by Bloomberg.</li><li>A Christian Dior&nbsp;store&nbsp;is also being planned in Shanghai for next year.</li><li>Recent commentary from retail companies and brands points to a rebound in fashion and luxury sales in China.</li></ul>LVMH Moet Hennessy Louis Vuitton SE is set to open major stores in China next month, according to a Bloomberg report on Tuesday, as high-end brands see early signs of a sales rebound in the world’s second-largest economy.Four LVMH labels — Louis Vuitton, Dior, Tiffany, and Loro Piana — will open multistory stores in Beijing next month after years of development, according to the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-11-11/lvmh-nears-china-store-openings-as-luxury-demand-begins-recovery">report</a>, which cites people familiar with the matter. Christian Dior is in talks with developer Swire to open a new store in Shanghai next year, with LVMH considering further collaboration with Swire for permanent and time-limited spaces and events.The development of some stores had been slow amid the country’s luxury sales slump, but retail companies are now signaling signs of an early rebound. Firms such as Lululemon, Tapestry, and Ralph Lauren have reported strong sales in Mainland China in their recent quarterly reports.The opening of the new Beijing stores would be one of LVMH’s largest launches in recent years. The French luxury giant returned to growth in the third quarter, while Gucci owner Kering SA reported a smaller-than-expected drop in sales. Together, global retail leaders expressed cautious optimism about a recovery in one of their most important markets.LVMH's third-quarter revenue rose 1% on an organic basis, following two quarters of declines. Sales from China rose 2%, after dropping by 9% in the first half, with the company seeing encouraging demand in the country.LVMH currently operates an exhibition space in Zhangyuan, Shanghai, while several LVMH brands, including Tiffany and Bvlgari, have also held exhibitions in the same space.As of the last reading, the retail sentiment for LVMH’s U.S.-listed shares, <a href="https://stocktwits.com/symbol/LVMUY">LVMUY</a>, was ‘bearish.’For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amazon-backed-anthropic-seen-turning-profitable-two-years-ahead-of-open-ai-report/cLPdKzRREPc">Amazon-Backed Anthropic Seen Turning Profitable Two Years Ahead Of OpenAI: Report</a>

Pedestrians pass by a Louis Vuitton store in Shanghai, China. (Photo credit should read CFOTO/Future Publishing via Getty Images)

LVMH Moet Hennessy

More bullish

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More bearish

Too early to tell

Following the midterm results, how are you feeling about the market?

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$LVMUY not long ago the ceo was richest man in world …

luxury went to broad 

true luxury is in the niches

Howard Lindzon

$LVMUY I think all of this riots and looting in the former fashion capital of the world is going to hurt a lot of sales.  Tourist especially go to Paris to shop a lot especially the rich.

$LVMUY I'm an idiot bagholding this deep in the red. Anybody else here on the Luxury 👜holders team?

Cyclical 🛍️holder

$LVMUY I'm afraid the accent is here on the word LONG. VERY VERY LONG...And I obviously added too early, as usual. Bagholding deep in the red 🤦 We need China to start shopping properly again 🛒

$LVMUY — 
 
Last quarter: Operating leverage framed as automatic once group growth hit 3%-4%. 
 
Current reality: 
→ Growth stayed negative in Fashion & Leather Goods, threshold went unmentioned 
→ Management shifted: "cutting costs will not bring additional sales... we can probably fully offset the short-term pressure" 
→ Watches & Jewelry decelerated from 11% to 6% q/q 
→ AI program (detailed at length last call) went unmentioned entirely 
 
The offsets: 
→ FX turned positive on revenue for the first time in 5 quarters (as guided) 
→ Celine posted real traction in shoes and the U.S. 
 
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