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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

Discussion centers on reports that Supermicro is shipping NVIDIA Vera Rubin rack-scale systems to SpaceXAI, fueling optimism about large AI-infrastructure deployments and renewed demand for its servers. Bulls see a breakout or short squeeze ahead, while skeptics point to repeated resistance, volatile trading and concerns about margins and execution.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

Anticipation around Infleqtions Quantum World Congress keynote and Impact 250 engagements is driving discussion, with traders speculating about a 30-logical-qubit milestone or other technical and government updatesnone of those hoped-for announcements is confirmed. Sentiment is largely bullish but tempered by frustration over volatile, range-bound trading, while IonQs progress is also cited as a boost for the quantum sector.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

A strong semiconductor-sector rally and rotation into chips, supported in traders discussion by ongoing AI and memory demand, is driving attention. Dip-buying and breakout optimism are competing with warnings of overextension, macro risks, and bearish bets including Michael Burrys reported SOXX short additions.

QUALCOMM, Inc. engages in developing and commercializing foundational technologies and products used in mobile devices and other wireless products. It operates through the following segments: Qualcomm CDMA Technologies (QCT), Qualcomm Technology Licensing (QTL), and Qualcomm Strategic Initiatives (QSI). The QCT segment develops and supplies integrated circuits and system software based on technologies for use in voice and data communications, networking, application processing, multimedia, and global positioning system products. The QTL segment grants licenses and provides rights to use portions of the firm's intellectual property portfolio. The QSI segment focuses on opening new or expanding opportunities for its technologies and supporting the design and introduction of new products and services for voice and data communications. The company was founded by Franklin P. Antonio, Adelia A. Coffman, Andrew Cohen, Klein Gilhousen, Irwin Mark Jacobs, Andrew J. Viterbi, and Harvey P. White in July 1985 and is headquartered in San Diego, CA.

Qualcomm, Inc.

Qualcomms launch of two 2nm Snapdragon flagship chips focused on on-device AI is driving discussion, with traders viewing the products as a potential growth lever beyond smartphones. Reactions are mostly bullish, though some are questioning Samsungs visibility among the launch partners.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Analyst upgrades citing Azure and AI growth, alongside confidence in cost discipline, are a major focus; traders are debating whether the positive outlook can overcome repeated rejection at a key round-number resistance level. Xbox job cuts and restructuring add a counterpoint, while reactions to the stocks choppy performance remain mixed.

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 rally to record highs and a $1 trillion market value is being tied to renewed AI-chip demand expectations, particularly around Metas Muse AI and the computing needs of agentic workloads. Bulls see continued momentum and demand for AMD CPUs and accelerators, while skeptics warn the sharp run has left the stock overbought and valuation, dilution, and profit-taking risks are rising.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS is drawing attention as traders await the final analysis of its Phase 3 REGAL trial of GPS in AML, with the still-unreported 80th overall-survival event fueling bullish hopes of durable benefit and skepticism that the delay proves efficacy. Upcoming SLS009 research presentations are a secondary catalyst, while speculation about a buyout remains unconfirmed.

ImmunityBio, Inc. is a clinical stage immunotherapy company. It develops next generation therapies that drive immunogenic mechanisms for defeating cancers and infectious diseases. The company's immunotherapy platform activates both the innate and adaptive immune systems to create long term immunological memory. ImmunityBio was founded by Patrick Soon-Shiong in 2014 and is headquartered in San Diego, CA.

ImmunityBio Inc

IBRXs sharp, high-volume rally is drawing speculation around ImmunityBio founder Patrick Soon-Shiongs meeting with Turkeys president, with traders anticipating a possible Anktiva expansion there despite no confirmed deal. The conversation also focuses on potential stock tokenization and short-squeeze dynamics, while skeptics say the move lacks a confirmed company catalyst.

Novavax, Inc. Is a biotechnology company, which engages in the discovery, development, and commercialization of recombinant vaccines. The company was founded in 1987 and is headquartered in Gaithersburg, MD.

Novavax, Inc.

Novavax Inc

NVAXs recent strength is being linked by traders to Modernas biotech and oncology rally, alongside anticipation of preclinical oncology updates involving Novavaxs Matrix-M adjuvant and an undisclosed pharma partner. Many bullish posts point to high short interest as potential fuel, while skeptics say the move lacks a confirmed new deal or company catalyst.

Viking Therapeutics, Inc. is a clinical-stage biopharmaceutical company, which engages in the development of therapies for metabolic and endocrine disorders. The company was founded by Brian Lian and Michael A. Dinerman on September 24, 2012 and is headquartered in San Diego, CA.

Viking Therapeutics Inc

VKTX is drawing attention after VK2735 data showed patients retained most of their weight loss on less-frequent maintenance injections, alongside continued weight loss in the weekly-dosing group; traders also point to analyst upgrades as support for the sharp rally. Many are bullish on the drugs potential in the obesity market, while debate continues over the early-stage data, competition, possible dilution and unconfirmed buyout speculation.

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California Declares State Of Emergency Ahead Of Strong El Nino

California Declares State Of Emergency Ahead Of Strong El Ni?o

 Authored by Aldgra Fredly via The Epoch Times,

California Gov. Gavin Newsom declared a state of emergency on Sept. 21 as the state prepares for what he described as the strongest El Ni?o storm season on record.

Newsom...

Have You Seen The Surge In US Rough Rice Futures

Have You Seen The Surge In US Rough Rice Futures

 America's rice harvest is forecast to fall to its lowest level in 33 years. CBOT rough rice futures, the benchmark for US long-grain rice before milling, are surging higher at the end of summer after rising 69% so far this year.

USDA...

Donald Rumsfeld's New Europe Is Waiting For Its Second Act

Donald Rumsfeld's New Europe Is Waiting For Its Second Act

 Authored by Jos? Ni?o via The Libertarian Institute

On January 22, 2003, Donald Rumsfeld stepped behind the podium at the Foreign Press Center in Washington and, with one answer to a Dutch public television reporter, redrew...

The Hunger Margin: How Intel Analysts Learned To Measure The End Of Abundance

The Hunger Margin: How Intel Analysts Learned To Measure The End Of Abundance

 Authored by Milan Adams via Preppgroup,

The shift happened gradually, then all at once.

By late 2024, analysts at Langley and Fort Meade who had spent careers tracking terrorist cells and nuclear programs...

"Technically Not A Hurricane": Rare Nor'easter Threatens Northeast This Weekend

"Technically Not A Hurricane": Rare Nor'easter Threatens Northeast This Weekend

 Meteorologists on X are tracking a?potential nor'easter that could form off the East Coast late this week.?

A powerful nor'easter could lash the East Coast this week a rarity for September.
Only around...

Li Auto's i9 Launch: Should Investors Buy, Sell, or Hold LI Stock? 

Li Auto's flagship Li i9 joins its expanding BEV lineup as product upgrades, fast charging and overseas expansion shape its growth strategy. 

NIO, XPEV, LI Fall In Hong Kong Amid US-China Trade Truce Jitters — Here’s What's Happening Across China’s EV Sector

Equity

Nio expects ES9 deliveries to reach 30,000 this week, less than four months after deliveries began.

US Drops Venezuela From List Of Countries Failing To Combat Drug-Trafficking

US Drops Venezuela From List Of Countries Failing To Combat Drug-Trafficking

 Authored by Rachel Roberts via The Epoch Times,

The United States has removed Venezuela from its list of countries that it says have failed to demonstrably combat drug trafficking, President Donald Trump...

Li Auto Reportedly Takes The Xpeng Route – Opens Self-Developed Chips, EV Technology To External Customers

According to a report by 36kr, Li is looking to supply, among other items, its Mach driver-assistance chips to external customers.


NIO Stock Jumps Overnight: SUV Boom Helps Overtake Mercedes, BMW And Audi Across 8 Chinese Regions 

Nio gained ground even as its average transaction price remained above those of several core BBA models.

• Reported GAAP EPS of $0.00
• Reported revenue of $4.73B up 78.28% YoY
• For the third quarter of 2026, NIO expects vehicle deliveries between 108,000 and 111K and total revenues between RMB33.29B (US$4.91B) and RMB34.05B (US$5.02B).

NIO saw GAAP net loss widen 59.0% sequentially to RMB528M, gross margin decline slightly to 18.4%, operating expenses increase from product launches, and persistent operational uncertainties amid rising cost pressures.

NIO achieved 69.1% revenue growth to RMB32.14B, expanded vehicle margin to 18.5%, delivered 107.66K across three brands, and maintained positive non-GAAP operating profit alongside RMB56.7B in cash reserves.

NIO, Inc. operates as a holding company, which engages in the design, development, manufacture, and sale of smart electric vehicles. It offers its products under the brands NIO, ONVO, and FIREFLY. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Shanghai, China.

NIO Inc - ADR

Bearish Sentiment

Job displacement

Market bubble / overvaluation

Loss of human oversight / control

Killer robots 🤖

As AI spending accelerates across hyperscalers and valuations climb to historic highs, investors and workers alike are increasingly debating the risks the technology poses - from job displacement to fears about losing human oversight over increasingly autonomous systems. What do you think is the biggest threat AI poses? Vote and explain your reasoning in the comments.

What do you think is the biggest threat AI poses?

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NIO Inc

Traders are closely watching the upcoming Xi-Trump state summit, hoping for a geopolitical breakthrough that could spark a massive sentiment-driven relief rally.

NIO's massive battery-swap infrastructure milestone of 125 million swaps has users buzzing about its potential to dominate as a revenue-generating utility.

Bulls are aggressively arguing that the stock is historically oversold and represent deep-value entry points compared to global luxury auto counterparts.

A heated battle is playing out between retail shareholders who label the company as a 'value trap' and hopeful bulls anticipating an imminent short squeeze.

Current Price	$3.72
Prev Close	$3.67
Open	$3.69
Dividend Yield	0.00%
50-Day Moving Average	$4.37
Beta	1.12
Avg. Volume	28.43M
PE Ratio	-13.52

52-Week High	$8.02
52-Week Low	$3.55
Market Capitalization	$8.77B
EPS (Annual)	-$0.9531
Price to Book	15.59
Revenue Per Employee	$347,412.93

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