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Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels quarterly report triggered a sharp selloff as a weaker fourth-quarter outlook, PC-market softness and supply bottlenecks overshadowed better-than-expected results and strong data-center growth. Traders are divided between viewing the drop as justified by execution and demand concerns and calling it an overreaction or dip-buying opportunity.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons quarterly results and outlook are driving attention: investors are focused on heavy AI infrastructure spending, weaker cash flow, modest retail growth, and a softer holiday-quarter forecast, despite strong AWS growth. The reaction is divided between concern that spending may outpace returns and bullish views that AWS growth supports the investment.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisks strong fiscal-quarter earnings beat and raised outlook, alongside an announced 8-for-1 stock split, are driving attention. Traders are debating the sharp selloff despite the results, attributing it variously to profit-taking and high expectations, or broader weakness in tech and AI-related stocks.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples relative strength amid weakness in AI-focused tech stocks has fueled talk of a safe-haven rotation, with traders describing it as an anti-AI hedge that is helping support major indexes. The debate is whether that resilience can hold into earnings given the stocks high valuation, while some also point to complaints about the new foldable iPhones screen.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure as disappointing reactions to major tech earnings, including Amazon and Intel, amplify concerns that heavy AI infrastructure spending may not deliver sufficient returns. Traders are debating whether this signals a broader AI-led tech correction or an overreaction, with bearish calls for further losses competing with dip-buying and rebound views.

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

Nvidia is caught in a broader AI-stock selloff as traders question whether massive data-center spending will earn adequate returns; reports that Nvidia may backstop financing for a cloud customers Anthropic buildout have intensified concerns about circular financing. Bulls counter that hyperscaler investment and demand for AI compute remain strong.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategys Q3 results and Bitcoin-linked selloff dominate discussion, with traders criticizing the revenue miss and questioning how much reported earnings reflect Bitcoin gains rather than core operations. Bearish posts also focus on dilution and preferred-share dividend obligations, while bulls view the weakness as a buying opportunity; speculation about a Binance security incident added to crypto-market anxiety.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddits post-earnings selloff is drawing attention despite a strong quarterly beat, as weaker-than-expected Q4 guidance, declining search referrals and the planned logged-in-only experience raise concerns about user growth and traffic. Traders are divided over whether the login change could further hurt engagement or improve monetization, with some calling the drop an overreaction and others questioning Reddits growth outlook amid AI-driven changes to search.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Q3 earnings are driving the discussion: traders are weighing a reported profit and EPS beat against weaker underlying operating and transaction performance, with much of the headline profit attributed to gains on crypto holdings. Reported suspicious outflows at Binance have added crypto-sector security concerns, though some traders view the selloff as limited and expect COIN to hold up better than peers.

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 beat expectations and the company raised its delivery outlook as the R2 ramp gained traction. Traders welcomed the progress but debated the muted share reaction, with skeptics pointing to continued losses and cash burn; speculation about a Walmart van partnership remains unconfirmed.

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Bullish Sentiment

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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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