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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

Reports and speculation about CEO Jensen Huangs alleged relationshipsincluding one involving a person suspected of ties to Chinese intelligenceand the possibility of his removal are driving NVDA discussion. Traders debate whether the leadership uncertainty and potential export-control or national-security fallout threaten the business, while others view the selloff as an overreaction and argue Nvidia can thrive without Huang.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Optimism ahead of the FDAs November 22 decision on deramiocel is driving attention, with traders citing managements confidence and comments about potential labeling as reasons to expect approval. The community is divided over the binary outcome, while some attribute the rally to short covering or speculate about a squeeze; others warn that rejection remains a significant risk.

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. 

Nebius is drawing attention ahead of its Q3 report after strong CoreWeave results lifted sentiment across neocloud stocks. Bulls expect a strong report and guidance, while skeptics question whether growth can justify heavy investment and financing needs, and worry that Nvidia-related volatility or a sell the news reaction could weigh on shares.

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

Ondass Q3 earnings report is the dominant focus, with traders watching whether its expanding defense and autonomous-systems business can translate orders into revenue and improve profitability. Bulls point to heavy short interest as potential fuel for a squeeze, while bears cite execution risk, dilution, cash burn, and the stocks weak price action.

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

Reports that Nvidias board is weighing Jensen Huangs future have fueled a sympathy rally and rotation into AMD, with traders speculating the leadership uncertainty could send customers or investment toward chip rivals. The community is split: some see AMD as a potential AI market-share beneficiary, while skeptics call the move sentiment-driven and doubt Nvidias product lead will quickly erode.

Luckin Coffee, Inc. engages in providing food and beverage items, and operates coffee retail stores. It has a pioneered a technology-driven retail network to provide coffee and other products of high quality, high convenience and high affordability to customers. The company manages pick-up stores, relax stores, and delivery kitchens. It also offers tea, snacks, and light meals through its mobile application. The company was founded by Zhi Ya Qian, Fei Yang and Jin Yi Guo on June 16, 2017 and is headquartered in Xiamen, China.

Luckin Coffee Inc - ADR

Luckins third-quarter results and additional share-buyback authorization dominate discussion: traders welcome stronger profitability and margins, while concerns about falling same-store sales temper the bullish reaction. Many also argue that OTC status and uncertainty about a relisting are weighing on the shares despite the operating progress.

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

Broadcom is drawing attention as traders view it as a potential beneficiary of reported leadership turmoil at Nvidia, with some describing a rotation of money toward alternative AI-chip suppliers. Others caution that Broadcoms custom chips are not a direct substitute for Nvidias products and flag its reliance on hyperscaler spending and a concentrated customer base.

Boost Run, Inc. is a provider of scalable cloud infrastructure purpose-built for enterprise AI and high-performance computing workloads. The platform delivers GPU compute, CPU nodes, managed Kubernetes orchestration, and shared storage through an intuitive management console and a robust API layer, enabling organizations to provision and scale resources across thousands of nodes in minutes. The company was founded on September 5, 2025 and is headquartered in Northbrook, IL.

Boost Run Inc. - Ordinary Shares - Class A

Boost Run Inc.

Boost Runs announcement of a five-year AI cloud services agreement with Cohere, using NVIDIA GPU infrastructure, is driving attention and renewed optimism around its contracted business. Traders are debating whether the deal and broader AI demand can translate into deployments and revenue, with some emphasizing that execution and upcoming results still need to validate the growth story.

IonQ, Inc. develops and manufactures quantum computers. The firm specializes in quantum computing and quantum information processing. The company was founded by Christopher Monroe and Jung Sang Kim in 2015 and is headquartered in College Park, MD.

IonQ Inc

IonQs quarterly results and raised full-year revenue outlook are driving attention, with traders also pointing to a larger backlog and commercial momentum. Bulls see evidence of growing demand, while skeptics question how much growth comes from acquisitions and cite cash burn, dilution, and the stocks volatility.

D-Wave Quantum, Inc. engages in the development and delivery of quantum computing systems, software, and services. The firm offers annealing and gate-model quantum computing technologies. It provides professional services that assist customers in identifying and implementing quantum computing applications and selling quantum computer systems to customers. The company was founded by Eric Ladizinsky in 1999 and is headquartered in Palo Alto, CA.

D-Wave Quantum Inc

D-Waves Q3 report has driven attention, with traders debating the selloff despite revenue growth: skeptics focus on softer bookings, missed EPS expectations, and the companys still-small commercial business, while bulls cite stronger year-to-date bookings and backlog, customer deployments, and long-term quantum potential.

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LiveWire Ergogenics, Inc. engages in the acquisition, leasing, managing, and licensing of real estate properties. The company was founded by Bill J. Hodson and Brad J. Nichols on October 9, 2007 and is headquartered in Anaheim, CA.

Livewire Ergogenics Inc

Neutral Sentiment

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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