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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 SMCI and Megaspeed, tied to allegations of chip diversion to China, are driving the selloff; traders debate whether the scrutiny is new or recycled and whether SMCI was knowingly involved. Some see the decline as an overreaction and are buying the dip, while others cite the renewed allegations and management credibility concerns as reasons for caution.

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 and CFO Colette Kresss appointment as interim CEO have sparked a sharp selloff and debate over succession, governance, and execution risks, with speculation about broader China-related investigations adding uncertainty. Traders are divided between those who see the founders exit as a lasting threat to Nvidias AI leadership and dip buyers who argue its business and fundamentals remain intact.

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 shares sold off after its quarterly revenue beat was overshadowed by guidance at the low end of its outlook, delayed capacity coming online and sharply higher planned capital spending. Traders debate whether customer prepayments and strong AI-cloud demand justify the buildout or whether execution and financing risks outweigh the growth story; Nvidia leadership turmoil is also cited as pressure on AI infrastructure stocks.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment includes To-Home businesses, which include Ele.me, local services and delivery platforms, and Taoxianda, and To-Destination segment businesses, which include Amap, the provider of mobile digital maps, navigation and real-time traffic information, and restaurant and local services guide platforms. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solutions. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba is under pressure amid reports alleging links to Megaspeed, a data-center firm at the center of the Nvidia/Jensen Huang probe, and fears that scrutiny could bring tighter U.S. restrictions on AI-chip access to China; any direct Alibaba involvement remains unconfirmed. Traders debate whether the selloff is an overreaction or a warning for Alibabas AI and cloud ambitions, with some buying the dip while others remain bearish on China tech.

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 fueled a rotation into AMD, with traders speculating that customers or talent could shift toward the rival AI-chip maker; William Blairs upgrade also cited the opening. Others argue Nvidia retains a strong competitive moat and view AMDs rally as a potentially temporary, valuation-stretched sympathy move.

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

Cardinals quarterly results, sharp margin deterioration and withdrawal of its full-year outlook have fueled a severe selloff, with traders also scrutinizing the postponed Hughes Brothers acquisition and managements execution. Reactions are divided between concern that the operational problems and acquisition strategy undermine confidence, and value-focused buying based on the companys cash position and authorized share repurchase.

Intuitive Machines, Inc. is a space exploration, infrastructure, and services company, which engages in contributing to the establishment of cislunar infrastructure and helping to develop cislunar and deep space commerce. It offers space products and services. The company was founded by Stephen J. Altemus, Kam Ghaffarian, and Timothy P. Crain in 2013 and is headquartered in Houston, TX.

Intuitive Machines Inc - Ordinary Shares - Class A

Intuitive Machines Inc

Intuitive Machines record Q3 results, positive free cash flow, expanded backlog and revenue outlook are driving attention and a sharp share-price move. Many traders see improving execution and potential for a re-rating, while others caution that losses, margin quality and backlog conversion remain risks and debate whether the rally could fade.

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

Ondas Q3 results beat expectations and management raised its revenue outlook and advanced its profitability timeline, but the shares sold off as traders focused on sharply lower gross margins, continued losses and dilution concerns. The community is split between investors viewing the growth and backlog as strong validation and skeptics attributing the decline to weak economics, while some bulls blame short-selling pressure.

AEVEX Corp. operates as a holding company. It operates through Tactical Systems and Global Solutions segments. The Tactical Systems segment focuses on design, development, and production of autonomous systems including unmanned aerial systems and unmanned surface vessels. The Global Solutions segment offers services and mission support to defense and intelligence customers. The company was founded in 2017 and is headquartered in Solana Beach, CA.

AEVEX Corp. - Ordinary Shares - Class A

AEVEX Corp

AEVEX is drawing attention after strong Q3 growth and a raised 2026 revenue outlook, reinforcing optimism about demand for its unmanned defense systems. Traders are mostly bullish on the results, though some point to the reported net loss and question how quickly new awards translate into funded business.

CRISPR Therapeutics AG is a gene editing company, which engages in the development of transformative gene-based medicines for serious diseases using its proprietary CRISPR/Cas9 platform. Its CRISPR/Cas9 platform is a gene editing technology that allows for precise, directed changes to genomic DNA. The firm offers a portfolio of therapeutic programs across a broad range of disease areas including hemoglobinopathies, oncology, regenerative medicine, and rare diseases. The company was founded by Rodger Novak, Emmanuelle Charpentier, Shaun Patrick Foy, Matthew Porteus, Daniel Anderson, Chad Cowan, and Craig Mellow on October 31, 2013 and is headquartered in Zug, Switzerland.

CRISPR Therapeutics AG

CRSP is drawing attention for clinical updates on CTX310 and zugo-cel, with traders weighing encouraging early results against small patient groups and the long path to commercial impact. Despite optimism about the pipeline and growing CASGEVY sales, many are frustrated that positive developments have not translated into sustained stock strength and question managements execution.

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

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