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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

Jensen Huangs resignation and Colette Kresss appointment as interim CEO have driven debate over Nvidias leadership transition and whether the company can maintain its momentum without its longtime chief. Traders are split between viewing the uncertainty as a governance and execution risk and buying the sharp selloff on confidence in Nvidias underlying AI business.

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 are under pressure after its quarterly results, as traders focus on 2026 revenue guidance at the low end of the prior range, delayed capacity coming online and sharply higher planned capital spending, despite the revenue beat. Bulls argue customer prepayments and contracted demand help fund expansion, while bears worry about execution delays and potential financing or dilution; Nvidia-related volatility is also weighing on AI infrastructure stocks.

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 quarterly results and stronger revenue outlook are driving attention, with traders highlighting expanding orders and an earlier path to adjusted EBITDA break-even. The stocks weak reaction has split the community: bulls see growth and backlog strength, while skeptics focus on sharply lower gross margins, ongoing losses, and dilution concerns.

SPDR Gold Trust - SPDR Gold Shares

SPDR Gold Shares ETF

GLD is under pressure as hotter-than-expected inflation has lifted Treasury yields and the dollar, strengthening expectations for Fed rate hikes and weighing on non-yielding gold. Traders are split between buying the sharp dip for a rebound and expecting further losses as rate pressures persist.

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 traders concerns that alleged links to Megaspeed, a firm tied to the Nvidia spy investigation, could draw scrutiny or contribute to tighter U.S. restrictions on AI-chip access to China. The alleged Alibaba connection remains unconfirmed; some traders see the selloff as overdone, while others fear reduced access to Nvidia chips could weigh on its AI and cloud ambitions.

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 sharp selloff is being tied to weak quarterly results, a steep margin squeeze, and withdrawal of its full-year outlook, which have intensified concerns about management and the planned Hughes Brothers acquisition. Some traders view the buyback authorization and cash position as potential support and call the drop excessive, while others remain wary of execution and capital-allocation risks.

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

Attention centers on the FDAs pending decision on Capricors deramiocel for Duchenne muscular dystrophy, with traders focused on the amended applications upper-limb function indication and the November 22 target date. Many are bullish on the HOPE-3 data and anticipate a short squeeze, while others stress that approval is uncertain, citing the earlier negative advisory committee vote on cardiomyopathy and the risk of a sharp move either way.

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 Q3 report is driving attention, with traders focusing on record revenue and backlog, positive free cash flow, and its reaffirmed outlook; the results have sparked a bullish reaction and talk of a short squeeze. Others warn the gains could fade, pointing to continuing operating losses and the need to convert backlog into profitable delivery.

Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,110,893. The last known price of Bitcoin is 73,962.09788083 USD and is up 0.65 over the last 24 hours. It is currently trading on 12778 active market(s) with $24,126,519,221.27 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

Bitcoins sharp selloff and weakening support levels dominate discussion, with traders linking the pressure to broader risk-off conditions, a stronger dollar and rising yields, tech-sector weakness, and concerns about Strategys removal from MSCI indexes. Bearish traders see room for further declines, while dip buyers argue the pullback is an accumulation opportunity; some also debate whether Nvidia-related headlines are contributing to cryptos weakness.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians Q3 results and outlook, along with enthusiasm for the R2 and the upcoming autonomy and AI event, are driving discussion. Bulls point to improving deliveries and product momentum, while skeptics cite cash burn, execution risks, and the stocks difficulty sustaining gains; some traders blame short selling for the weak price action.

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Michael Burry Says Nvidia Earnings Will Be 'Great' — So Why Is He Telling NVDA Bulls To 'Get Out'?

Reports and speculation about Nvidias board potentially removing or replacing Jensen Huang are driving sharp swings in the leveraged ETF. Traders are divided between worrying that leadership uncertainty could hurt Nvidia and buying the dip on the view the selloff is overdone.

NVDLs weakness appears tied to uncertainty around Nvidia CEO Jensen Huang, after reports that directors were considering removing him amid controversy. As a 2x daily Nvidia ETF, NVDL magnifies swings in the underlying stock.

Michael Burry Says Nvidia Earnings Will Be 'Great' — So Why Is He Telling NVDA Bulls To 'Get Out'? 

Equity

Burry says customers could renegotiate deals or switch suppliers, slowing Nvidia’s growth and squeezing margins.

GraniteShares Readies to Launch 2x Short Anthropic ETF (ANS)

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GraniteShares Readies to Launch 2x Long Anthropic ETF (AIL)

GraniteShares Launches the First U.S.-Listed Leveraged ETFs on SK hynix

GraniteShares Launches BBUL and PUL, 2x Long ETFs on BlackBerry and Everpure

NVIDIA Falls on Data Center Misses: Buy the Dip with ETFs?

NVDA's Q2 beat was marred by a data center revenue miss, but ETFs like SMH and SHOC could help investors play its AI-driven growth, with lesser risks.

OpenAI raises $8.3 billion at $300 billion valuation, exceeding target - NYT

Investing.com -- OpenAI has secured $8.3 billion in funding at a $300 billion valuation, exceeding its target and completing the fundraising months ahead of schedule, according to the  New York Times  (NYSE:NYT) DealBook Newsletter.

U.S. tech names no longer behaving as a "homogeneous block," BCA Research says

Investing.com - A recent rally in tech stocks is becoming increasingly polarized, with names like Nvidia (NASDAQ:NVDA) and Microsoft (NASDAQ:MSFT) outpacing even its "Magnificent Seven" mega-cap peers such as Apple (NASDAQ:AAPL), according to analysts at BCA Research.

Nvidia orders 300,000 H20 chips as China demand surges, Reuters reports

Investing.com-- Nvidia (NASDAQ:NVDA) has placed fresh orders for 300,000 of its H20 AI chips with contract manufacturer Taiwan Semiconductor Manufacturing Co (TSMC) (TW:2330) amid rising demand from China, Reuters reported on Tuesday, citing unnamed sources.

Nvidia’s H20 stockpile won’t meet accelerating China demand: Jefferies

Investing.com -- Nvidia’s inventory of H20 AI chips is unlikely to satisfy surging demand in China following a temporary lift of U.S. export restrictions, according to Jefferies.

GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF

Extremely Bullish Sentiment

<ul class="summary-bullets"><li>Analysts expect 13% quarterly revenue growth and sales nearly double the year-earlier level.</li><li>Burry doubts CFO Colette Kress or another successor could seamlessly replace Huang’s influence over customers.</li><li>He warns Nvidia’s investments in chip buyers could leave sales vulnerable if funding slows.</li></ul>“The Big Short” investor Michael Burry expects Nvidia’s next earnings report to be “great,” but he is urging bulls to “get out,” warning that the crisis surrounding CEO Jensen Huang could threaten the financing and customer deals behind the chipmaker’s growth.<h2 class="st-heading-2">Burry Expects ‘Great’ NVDA Results, Then Trouble</h2>Burry expects a strong report, arguing that any fallout from Huang’s crisis would take time to show up in&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia’s</a> results. “The quarter to be reported in less than a week is already on the books. It will be great,” he said. “Everything was in place, all the terms, all the architecture. And it will take time for this Byzantine web to untangle and unwind.”However, he sees the results as another chance for bulls to sell. “NVIDIA bulls will have another fluffy big chance to get out. Get out.”<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://michaeljburry.substack.com/p/the-don-goes-down-what-jensens-fall?utm_source=chatgpt.com">&nbsp;</a>Nvidia reports next week for the quarter ended Oct. 25. The company previously forecast revenue of $108 billion, plus or minus 2%, and gross margins of about 74%.On a quarter-over-quarter basis, Nvidia’s revenue is expected to climb 13% to $109.01 billion, while adjusted EPS is forecast to rise 11% to $2.47, according to Koyfin. EBITDA is projected to grow 12% to $73.08 billion.On a year-over-year basis, revenue is expected to nearly double to $108.4 billion, according to Fiscal AI. EPS is forecast to jump to $2.46 from $1.25, while EBITDA is projected to reach $72.9 billion from $37.35 billion.<h2 class="st-heading-2">Why Burry Doubts A Smooth Huang Succession</h2>Nvidia’s board launched an independent inquiry this week into whether foreign intelligence had targeted Huang. But directors backed him, saying they had no reason to believe company secrets or U.S. national security had been compromised.&nbsp;By Wednesday, directors were reportedly meeting to consider removing him after reports of two extramarital affairs.&nbsp;Burry blamed Huang for Nvidia’s alleged pressure on customers. “The Don has fallen. As well, a protection racket loses its black-jacketed enforcer,” he said. “The coercion, it seems, came from the top.”&nbsp;He also questioned whether CFO Colette Kress, a possible interim successor, could fill Huang’s role. “I do not see Colette or any new CEO replacing the Don seamlessly,” he said. Burry argued that replacing Huang would also mean replacing his influence over customers. “The Don was the Enforcer. NVIDIA is losing both.”The investor said the leadership uncertainty added to his concerns about Nvidia’s financing and sales practices. “The key-man risk at NVIDIA always was a worry,” he said. “If only that were all.”<h2 class="st-heading-2">Burry Warns Nvidia’s AI Funding Could Slow</h2>Burry warned that Nvidia’s investments in companies that buy its chips could leave sales vulnerable if funding slows. “The terms of trade and the architecture of financing were the secret sauce that supercharged an already-dominant technology,” he said.Nvidia purchased $42.4 billion in equity securities in the six months ended July 26. In August, it announced preliminary partnerships with six financial groups, including Apollo and BlackRock, aimed at mobilizing more than $500 billion for AI infrastructure over time.<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.sec.gov/Archives/edgar/data/1045810/000104581026000075/nvda-20260726.htm?utm_source=chatgpt.com">&nbsp;</a>Burry pointed to heavy borrowing across the system. “There is tremendous leverage through the system - I have found upwards of 76x,” he said. He expects Nvidia’s board to curb risk as it handles the leadership crisis, potentially slowing the flow of money to customers. “The threat for NVIDIA and its AI ecosystem is that the cash may cease to flow. New investments will be more tentative, if at all. There may even be write-offs.”<h2 class="st-heading-2">Burry: Customer Pushback Could Squeeze NVDA Margins</h2>Burry alleged that Nvidia pushed customers to buy chips before their data centers were ready by threatening reduced future allocations, leaving unused equipment sitting in warehouses without depreciation. “The Don’s fall gives customers cover to slow down deals, push back, renegotiate terms, or simply walk to a competitor without fear of offending an NVIDIA Alpha,” he said.He added that antitrust scrutiny could make it harder to maintain that pressure, exposing the gap between Nvidia’s rapid GPU releases and the time customers need to build data centers. “NVIDIA’s business will not disappear, but its growth may slow and, critically, its margins may fall,” he said.Burry said Nvidia’s tech would provide greater protection if it relied less on those financing and sales arrangements. “Without all that, the company, with its software and hardware two-headed dragon, would be relatively fortified against a CEO’s transgressions,” he said. “Unfortunately, that company is not NVIDIA.”<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://michaeljburry.substack.com/p/the-don-goes-down-what-jensens-fall?utm_source=chatgpt.com">&nbsp;</a><h2 class="st-heading-2">Burry Sees Growing Regulatory Risks For NVDA</h2>The Justice Department was already examining Nvidia’s investments and sales practices before the board crisis. Burry expects renewed scrutiny of those issues and chip sales to China. Earlier this week, he said, “Nvidia’s mafia-like behavior investing in and making requirements of many players in the AI space has, to me, long seemed ripe for anti-trust prosecution.”He also warned that Huang’s troubles could draw more attention. “The fallen attract all manner of opportunists, both righteous and repugnant.”&nbsp;Burry also questioned the timing of chip purchases by Megaspeed, the Nvidia customer linked to Huang’s reported relationship with Alice Huang. “If there is evidence here, it will not stay hidden. Nor will the absence of evidence prevent headlines and allegations,” he said. “I do not expect this to pass by quickly.”He said that the crisis exposed the risks of Nvidia’s dependence on Huang: “Investors must be aware that absolute power absolutely corrupts, and when a key man is that far out on the ledge, there is risk of very personal failure.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/capr-ibrx-sls-iova-insiders-cashed-most-who-bought-before-5x-surge/cNGzZUsR99n">CAPR vs IBRX vs SLS vs IOVA: Whose Insiders Cashed Out The Most — And Who Bought Before A 5X Surge?&nbsp;</a>

Michael Burry attends the "The Big Short" New York premiere at Ziegfeld Theater on November 23, 2015 in New York City.

Michael Burry Sees A 'Great' Nvidia Quarter — But Warns Of 3 Risks That Could Change The Trade 

Apollo Global Management Inc

Blackrock Inc.

GraniteShares 2x Short NVDA Daily ETF

GraniteShares 2x Long NVDA Daily ETF

Direxion Daily Semiconductor Bull 3X Shares

Direxion Daily Semiconductor Bear 3X ETF

iShares Semiconductor ETF

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.

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Drop a comment with when you expect the first cut/hike to be.

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Traders are actively debating the fallout and market implications surrounding rumors of the CEO's potential departure.

Bullish investors view the recent price volatility as a generational opportunity to load up on leveraged positions.

Experienced traders are cautioning against the decay and volatility risks associated with holding 2x leveraged ETFs.

Current Price	$18.14
Prev Close	$20.40
Open	$15.03
Dividend Yield	N/A
50-Day Moving Average	$33.20
Beta	N/A
Avg. Volume	8.54M
PE Ratio	N/A

52-Week High	$43.27
52-Week Low	$18.55
Market Capitalization	N/A
EPS (Annual)	N/A
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