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Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Election-night volatility and the prospect of Democratic gains in Congress dominate QQQ discussion, with traders linking the selloff to concerns about tougher oversight of AI and data-center investment. Others call the reaction an overreach because the outcome was widely anticipated, and point to dip-buying and a sharp rebound as signs of resilience.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Midterm election returns and perceived Democratic gains dominate discussion, with traders debating whether a setback for Trump and Republicans could weigh on the Trump-linked stock. Bearish posts predict selling, while supporters argue the results are uncertain or reflect a typical midterm pattern.

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 quarterly earnings beat and stronger-than-expected outlook, driven by surging AI data-center demand, are fueling a sharp post-results move and renewed optimism about growth. Traders remain divided over whether the rally can hold, with concerns about valuation, weaker cash flow and inventory, and reliance on data-center spending tempering the bullish reaction.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

A sharp, volatile swing in semiconductor stocks is driving attention, with traders linking the selloff to midterm-election uncertainty, broad tech weakness, and concerns about AI spending; AMD earnings and improving chip sentiment have also fueled rebound hopes. Bulls are treating the decline as an oversold buying opportunity and arguing AI demand remains strong, while bears warn of further losses and the risks of holding a 3x leveraged ETF through volatility.

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

SMCI is drawing attention after a major quarterly earnings and revenue beat and a higher full-year sales outlook, fueled by AI-server demand. Bulls see strong growth, while skeptics cite thin margins, cash-flow concerns and lingering doubts about management; many are frustrated by the modest share-price response.

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

AMDs strong results and outlook are fueling a semiconductor rebound, with traders treating them as evidence that AI-chip demand remains resilient ahead of Nvidias earnings. The optimism is tempered by election-related concerns about AI policy and by debate over whether Nvidias bounce can hold after recent selling.

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. 

NBIS is caught in a sharp neocloud and AI-infrastructure selloff, with traders focused on election-related fears that data-center development could face tighter restrictions, alongside concerns about financing and debt. Bulls view the decline as an oversold reaction and point to continued AI-compute demand, while bears expect further downside; the conversation also weighs an earnings-related rebound.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

A Q3 revenue miss and concerns about buildout costs and financing have fueled sharp swings in CIFR. Bulls point to its first HPC lease revenue and longer-term data-center contracts, while skeptics question execution and dilution and some traders attribute the rebound to an oversold bounce or short covering.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracles large stock-and-bond financing for its AI data-center buildout is driving debate: many traders worry about dilution, borrowing costs and whether AI spending will generate enough cash flow, while others see the completed raise as removing a funding overhang. The stocks rebound has prompted talk of a possible reversal or short squeeze, though skepticism about its financing and execution risks remains.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Election-related uncertainty is driving the discussion, with traders speculating that Democratic gains could bring greater scrutiny of Musk and SpaceX or threaten government contracts; others argue the companys business is resilient and the political fears are overblown. The debate is adding to volatility, alongside bullish and bearish views on the stocks direction.

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Qualcomms upcoming earnings report is the main focus, with traders watching for signs that handset and PC demand can withstand memory-cost pressure and support its diversification push. The stock has also been caught in a broader semiconductor selloff after Intels weak outlook; options positioning and community views are mixed between downside caution and dip buying.

Should You Buy Qualcomm Stock Before Its Nov. 4 Report?

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Apple, Qualcomm and AMD headline a pivotal week for global markets as U.S. midterm elections, October jobs data and central bank decisions test investor sentiment on AI, inflation and economic growth.

See Which Recent 13F Filers Hold QCOM

At Holdings Channel, we have reviewed the latest batch of the 61 most recent 13F filings for the 09/30/2026 reporting period, and noticed that Qualcomm Inc (Symbol: QCOM) was held by 28 of these funds. When hedge fund managers appear to be thinking alike, we find it is a good id...

Key Events This Week: Midterms, Jobs, Earnings, Central Banks And More

Key Events This Week: Midterms, Jobs, Earnings, Central Banks And More

 Welcome to the first business day of November, and as DB's Jim Reid writes in his Morning Reid note, the week ahead is a big one in the US and with it for global markets, with tomorrow's midterm elections and...

Is QCOM Stock a Smart Investment Option Before Q4 Earnings Release?

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Curious about Qualcomm (QCOM) Q4 Performance? Explore Wall Street Estimates for Key Metrics

Evaluate the expected performance of Qualcomm (QCOM) for the quarter ended September 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

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Earnings Preview: Qualcomm (QCOM) Q4 Earnings Expected to Decline

Qualcomm (QCOM) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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.

SOXX, SOXL, SMH Plunge As Chip Stocks Sell Off Amid Supply Chain Concerns 

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Bearish Sentiment

<ul class="summary-bullets"><li>LAM Research CEO Tim Archer said in the earnings call with investors that going into 2027, the company sees “supply chain constraints for certain components continuing to limit chip makers.”</li><li>Shares of Nvidia, Micron Technology, and Advanced Micro Devices plunged following the comments, alongside other chip stocks.&nbsp;</li><li>Semiconductor companies had turned green earlier this week after a sharp selloff last week.&nbsp;</li></ul>Semiconductor stocks reversed an early-week leg up, with major companies and exchange-traded funds plunging on Thursday after LAM Research CEO Tim Archer stoked supply chain concerns.&nbsp;In the earnings call with investors, Archer said that going into 2027, the company sees “supply chain constraints for certain components continuing to limit chip makers and equipment companies' ability to fully meet end demand.”<h2 class="st-heading-2">Chip Stocks Plunge Following Remarks</h2>Shares of major chipmakers plunged at Thursday's close amid growing concerns about supply chain constraints in the industry.&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia Corp. (NVDA)</a> shares fell more than 4% at close, while&nbsp;<a href="https://stocktwits.com/symbol/MU">Micron Technology Inc. (MU)</a> tumbled more than 6% and&nbsp;<a href="https://stocktwits.com/symbol/AMD">Advanced Micro Devices Inc. (AMD)</a> fell by over 8%.&nbsp;Shares of other prominent semiconductor companies, including&nbsp;<a href="https://stocktwits.com/symbol/INTC">Intel Corp. (INTC)</a>,&nbsp;<a href="https://stocktwits.com/symbol/AVGO">Broadcom Inc. (AVGO)</a>,&nbsp;<a href="https://stocktwits.com/symbol/MRVL">Marvell Technology Inc. (MRVL)</a>, and&nbsp;<a href="https://stocktwits.com/symbol/QCOM">Qualcomm, Inc. (QCOM)</a> also closed lower.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261023_064934438_87fce9c492.png" alt="koyfin_20261023_064934438.png" width="2400" height="1500"></figure>Meanwhile, chip-related ETFs also declined at Thursday's close. The&nbsp;<a href="https://stocktwits.com/symbol/SOXX">iShares Semiconductor ETF (SOXX)</a> fell nearly 7% at close and continued to decline overnight. The&nbsp;<a href="https://stocktwits.com/symbol/SOXL">Direxion Daily Semiconductor Bull 3X Shares (SOXL)</a> plunged more than 20%, while&nbsp;<a href="https://stocktwits.com/symbol/SMH">VanEck Semiconductor ETF (SMH)</a> fell nearly 6% at close.&nbsp;<h2 class="st-heading-2">Chip Stocks Pare Back Early Week Gains</h2>Semiconductor companies reversed to green earlier this week after a sharp selloff last week.&nbsp;“Investors have rotated from Mag Seven to tech more broadly as the AI ecosystem has produced more durable earnings than initially perceived,” Joe Gilbert, portfolio manager at Integrity Asset Management, reportedly told Bloomberg.&nbsp;“It is possible to get robust earnings growth with cheaper multiples, especially with higher rates outside of the Mag 7,” he added.<h2 class="st-heading-2">What’s Retail Saying About The Chip Sector?</h2>On Stocktwits, retail sentiment around SOXX and SOXL was ‘extremely bullish’ at the time of writing, while SMH was in ‘bullish’ territory.&nbsp;One user&nbsp;<a href="https://stocktwits.com/undefeatedchamp/message/667182471">said</a>, “We just might get that dip we have been waiting for. Have your pile of cash ready. $SOXX $SMH $MU.”Another user&nbsp;<a href="https://stocktwits.com/Dark_Prince/message/667187385">said</a>, “$SMH 170 last year during tariffs. We are still a 3x from that. So bulls should be all fine imo. Right?”Meanwhile, retail sentiment around NVDA, AMD and INTC was ‘bullish’ at the time of writing, while it was ‘bearish’ for MU and MRVL.&nbsp;Retail sentiment on Stocktwits for AVGO and QCOM was ‘extremely bearish.’For updates and corrections, email newsroom[at]stocktwits[dot]com.

Semiconductor and circuit board with data flowing. (Stock Photo Source: Getty Images)

The iShares Semiconductor ETF fell nearly 7% at close, while the Direxion Daily Semiconductor Bull 3X Shares plunged more than 20%, and the VanEck Semiconductor ETF fell nearly 6%.

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