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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves better-than-expected quarterly results, raised outlook and growing AI-compute backlog have shifted attention toward strong demand and managements plan to fund expansion with customer prepayments and contract-backed financing. Many traders see the call as easing debt concerns and anticipate short covering, while skeptics remain focused on heavy borrowing, capital spending and the path to sustainable cash flow.

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

Nvidias selloff is centered on governance and national-security concerns surrounding CEO Jensen Huangs relationship with a customer suspected of ties to Chinese intelligence, with traders debating whether the investigation and China chip-export questions could threaten his leadership or the business. Others see the drop as an overreaction and are buying the dip, while looking to the upcoming earnings report for a business-focused counterpoint.

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.

INFQ is drawing attention ahead of its quarterly report, with traders looking for revenue, guidance and commercialization updates that could set it apart from other quantum companies. Optimism about its products and technical progress is countered by concerns over weak price action and volatility alongside the broader quantum and tech sectors.

NextNav, Inc. engages in development of positioning, navigation, and timing solutions. Its products include NextNav Pinnacle, NextNav 3D, and NextNav TerraPoiNT. The company was founded by Ganesh Pattabiraman and Arun Raghupathy in May 2021 and is headquartered in Reston, VA.

NextNav Inc

NextNavs Q3 report, which traders say beat EPS expectations, is drawing attention as shares fell despite a generally positive reaction to the results and call. The debate remains split between near-term sellers and bulls focused on the still-pending FCC NPRM for the companys spectrum proposal.

Autonomi (ANT) is a cryptocurrency launched in 2025and operates on the Arbitrum platform. Autonomi has a current supply of 1,200,000,000 with 346,011,579 in circulation. The last known price of Autonomi is 0.03102024 USD and is up 12.83 over the last 24 hours. It is currently trading on 15 active market(s) with $148,822.58 traded over the last 24 hours. More information can be found at https://autonomi.com.

Aragon

The ticker is being confused with Anthropics heavily discussed IPO, while Aragon-specific posts focus on the projects dissolution, completed ANT redemption, and questions about token delisting or conversion. Crypto traders also mention the tokens price move, but no clear new Aragon catalyst dominates.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zetas strong quarterly earnings beat and raised guidance have driven attention, with traders citing accelerating growth, improving profitability and analyst upgrades as support for the rally. The reaction is split between bulls expecting momentum to continue and skeptics focused on volatile post-earnings trading and resistance near recent levels.

Citigroup, Inc. is a holding company, which engages in the provision of financial products and services. It operates through the following segments: Services, Markets, Banking, Wealth, U.S. Personal Banking (USPB), and All Other. The Services segment includes Treasury and Trade Solutions (TTS) which provides an integrated suite of tailored cash management, trade, and working capital solutions to multinational corporations, financial institutions and public sector organizations, and Securities Services, which offers cross-border support for clients, providing on-the-ground local market expertise, post-trade technologies, customized data solutions, and a wide range of securities services solutions that can be tailored to meet client needs. The Markets segment provides corporate, institutional, and public sector clients around the world with a full range of sales and trading services across equities, foreign exchange, rates, spread products, and commodities. The Banking segment offers Investment Banking and Corporate Lending services. The Wealth segment includes Private Bank, Wealth at Work, and Citigold and provides financial services to a range of client segments through banking, lending, mortgages, investment, custody, and trust product offerings. The USPB segment includes Branded Cards and Retail Services, which have proprietary card portfolios and co-branded card portfolios within Branded Cards, and co-brand and private label relationships within Retail Services. The All Other segment consists of activities not assigned to the reportable operating segments, including certain unallocated costs of global functions, other corporate expenses, and net treasury results. The company was founded in 1812 and is headquartered in New York, NY.

Citigroup Inc

Citigroups quarterly earnings beat expectations, but the shares faced selling despite the strong report. Traders are debating whether higher expenses and credit-loss provisions in the card business outweigh growth elsewhere, while some view the pullback as a buying opportunity near technical support.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists Q3 results and earnings call dominate discussion, with traders weighing improved profitability, margins and cash from Samsung licensing against the gap between reported results and some elevated estimates, as well as weaker sequential product sales. Many are bullish on recurring Samsung and Micron licensing revenue and growth plans, while a possible SK Hynix deal and Nasdaq uplisting remain speculation rather than confirmed developments.

Cameco Corp. engages in the provision of uranium. It operates through the following segments: Uranium and Fuel Services. The Uranium segment is involved in the exploration for, mining, milling, purchase, and sale of uranium concentrate. The Fuel Services segment deals with the refining, conversion, and fabrication of uranium concentrate and the purchase and sale of conversion services. The company was founded in 1988 and is headquartered in Saskatoon, Canada.

Cameco Corp.

Camecos steep correction is dominating discussion, with traders sharing bearish technical outlooks and speculating that large funds are selling; those selling claims are unconfirmed. The decline has fueled debate over whether uranium stocks are being repriced amid doubts about the timing of AI-related power demand, or whether the pullback is an opportunity given the sectors longer-term nuclear outlook.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARAs quarterly report and announced share-repurchase authorization are driving attention, with traders welcoming debt reduction and an Exaion GPU-services contract as signs of progress beyond Bitcoin mining. Optimism is tempered by a revenue miss and concerns that larger AI/HPC leases remain unsigned, while the reported profit was boosted by Bitcoin valuation gains.

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NVDA Logs Best Day In Over A Month: Burry Spotlights Partnership Blitz — Analyst Calls Full-Stack Strategy ‘Underappreciated’

Equity

Gene Munster sees AI agents driving token demand and physical AI eventually contributing a third of Nvidia’s revenue.

Former Mossad Chief, Yossi Cohen, Strategic Advisor to SoftBank, Joins Quantum X Labs as President of Scientific Advisory Board

Others

Quantum X Swings to Earnings in Q2 on Lower Financial Costs

QXL posts Q2 earnings per share due to a deconsolidation gain and sharply lower financial expenses, while revenues declined year over year as browser technology changes pressured direct-model sales.


Quantum X Labs Validates Continuous-Data Quantum Sampling Workflow and Achieves Significant GPU Acceleration with NVIDIA CUDA-Q

12 Communication Services Stocks Moving In Monday's Pre-Market Session

Gainers

Fast Track Group (NASDAQ:FTRK) stock increased by 45.4% to $0.58 during Monday's pre-market session. The market value of their outstanding shares is at $8.6 million.
Quantum X Labs (NASDAQ:QXL) shares roseread more...

Quantum X Labs Appoints Leading Physics Engineering Expert to Advance its Quantum and Fault-Tolerant Quantum Computing Technologies

Zacks Initiates Coverage of Quantum X With Underperform Recommendation

Discover why Zacks issues an "Underperform" rating for QXL, being the first on Wall Street to initiate coverage on the stock. Learn why liquidity concerns, persistent losses, funding dependence and a weakening legacy business overshadow the company's promising quantum computing ambitions.


Quantum X Labs Launches Integrated Quantum Computing Program Combining Its Clinical Trials Data Analysis Quantum Algorithm and Its Quantum Error Correction Decoder

Quantum X Labs and IQCC, a Quantum Machines Company, Sign Strategic Collaboration Agreement to Evaluate AI-Based Quantum Error Correction on Quantum Infrastructure

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Quantum X Labs

Quantum X Labs, Inc. engages in the provision of digital advertising platform that develops and markets a variety of technological platforms that automate, optimize, and monetize digital online campaigns. It operates through the Search and Digital Content segments. The Search segment focuses on developing technological software solutions that perform automation, optimization, and monetization of internet campaigns. The Digital Content segment refers to the creation and editing of content to generate revenues from advertising platforms such as Google, Facebook, Yahoo, and Apple. The company was founded by Lior Wayn on August 16, 1985 and is headquartered in Ramat Hachayal, Israel.

Quantum X Labs Inc.

Bearish Sentiment

<ul class="summary-bullets"><li>Michael Burry spotlighted Nvidia’s partnership blitz, including Google Cloud’s plans to scale infrastructure to as many as 960,000 Rubin GPUs.</li><li>Munster called Nvidia’s full-stack strategy underappreciated, citing higher switching costs and recurring upgrade cycles.</li><li>Nvidia’s DSX Pod could shorten deployment from four to five months to about one month, reducing idle computing capacity.</li></ul>Shares of Nvidia Corp. (NVDA) logged their best day in over a month on Wednesday as “The Big Short” investor Michael Burry spotlighted a wave of partnership announcements and analyst Gene Munster argued that investors still underappreciated the company’s full-stack AI strategy.<a href="https://stocktwits.com/symbol/NVDA">NVDA stock</a> closed nearly 3% higher at $221.97 after a string of announcements at GTC Berlin, before slipping about 1.6% overnight early on Thursday.<h2 class="st-heading-2">Michael Burry Flags Major Partnership Blitz</h2>“Massive Partnership news day for NVDA,” Burry said in a subscriber chat on Cassandra Unchained.&nbsp;Google Cloud plans to launch general availability of its Vera Rubin-powered A5X instances in November, with European expansion planned. Its infrastructure could eventually scale to 960,000 Rubin GPUs across multiple sites.Dell’s AI Factory with Nvidia now serves more than 6,500 customers, up from 5,000 last quarter. HPE expanded its enterprise AI offerings, while Nutanix and Netris announced infrastructure work for AI cloud providers. Meanwhile, CrowdStrike is integrating Falcon Guardian with Nvidia OpenShell and plans to add Sentry integration on BlueField-4 processors to enforce security policies in hardware.Quantum X Labs reported improved error-correction results using Nvidia’s CUDA-Q software. Nvidia is also in talks about further investment in GPU cloud provider Firmus, The Information&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.theinformation.com/articles/nvidia-moves-back-gpu-cloud-provider-firmus-investors-balk-ipo">reported</a>.<h2 class="st-heading-2">Beyond GPUs: Munster Sees A Lasting Advantage</h2>Deepwater Asset Management managing partner Gene Munster said Nvidia’s integrated platform creates a lasting business advantage. “Software + libraries + hardware form a full stack that raises switching costs and supports recurring upgrade cycles,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2112837788009685200">said on X</a>, calling the strategy “Still underappreciated by investors.”CEO Jensen Huang echoed the message: “NVIDIA today is really a full stack, end-to-end, complete AI factory platform.”Huang said Nvidia had invested nearly $10 billion in Europe over the past year and established more than 12,000 partnerships across the region. Vera Rubin is in full production, he said, claiming 30 times Blackwell’s performance in large language model processing.<h2 class="st-heading-2">DSX Pod Promises Faster AI Deployment</h2>Nvidia’s factory-assembled DSX Pod integrates computing, networking and cooling. Huang said it could cut the time from equipment arrival to token production from four to five months to about one month. “The wasted idle compute, the wasted idle CapEx will reduce, and everybody becomes more profitable,” he said.Vertiv said its Nvidia DSX-based approach could produce up to 30% more cumulative tokens in the first 12 months from project kickoff under modeled assumptions, using the same installed capacity. Polar Data Centers is applying the approach to a 41-megawatt development phase in Norway.<h2 class="st-heading-2">AI Agents Send GPU Demand ‘Through The Roof’</h2>“Agents think, reason, iterate, use tools, and as a result, consume an enormous amount of tokens,” Huang said. “GPU demand has really gone through the roof.”Munster sees the trend sustaining computing demand. “Agents can consume 10-15x the tokens of a chatbot. Today roughly 15m consumers use bots daily. In a few years that could be billions,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2112843978642956740">said</a>.Nvidia’s OpenShell controls agents’ access to files, networks and tools, with Sentry adding hardware-based monitoring. “I'm delighted to say that Anthropic and NVIDIA are partnering to create Claude OpenShell agents,” Huang said. He also expects software suppliers to become agent providers. Munster was more selective,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2112849895405023531">saying</a> that Salesforce and Adobe could struggle while security and data-monitoring companies benefit from increased activity and complexity.<h2 class="st-heading-2">Physical AI Offers Nvidia Its Next Growth Engine</h2>Huang announced Hyperion-compatible vehicles from Volkswagen, JLR, Volvo and Mercedes. Munster estimated that physical AI could eventually contribute a third of Nvidia’s revenue, versus less than 5% today. Still, he cautioned that automakers face substantial development work. “Hyperion helps traditional automakers build autonomy, but it’s not a turnkey solution, they still lack the data and model,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2112853017217151110">said</a>.Nvidia also introduced the Agile ONE reference robot with Agile Robots, expected in the first quarter of 2027, and RTX Spark, developed through a four-year Microsoft partnership. Huang said RTX Spark offers one petaflop of computing performance and 128 gigabytes of memory for local AI development.The keynote included no new financial metrics or guidance, Munster&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2112872417068564514">noted</a>. Instead, he highlighted SpaceX’s spending plans ahead of Nvidia’s next earnings report. “Last night’s $SPCX December quarter capex guide of $35-40B (street was at $19B) is a positive read-through for what we should hear from Nvidia on the earnings call in about a month,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/munster_gene/status/2112872417068564514">said</a>.<h2 class="st-heading-2">How Do Retail Traders Feel About NVDA?</h2>On Stocktwits, retail sentiment for NVDA slipped to ‘neutral’ from ‘bullish’ levels a day ago amid ‘normal’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/nvda_ss_675347d308.png" alt="nvda ss.png" width="632" height="336"><figcaption>NVDA sentiment and message volume as of October 22 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/Horseblushew/message/667075014">said</a>, “$NVDA you guys remember when $230 was ”rock solid support”??&nbsp; sorta shows ya how little you actually know.”<stembedurl>https://stocktwits.com/Horseblushew/message/667075014</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/jimandjr/message/667040283">said</a>, “$NVDA DSX Pods are a real game changer. Plug and play.”<stembedurl>https://stocktwits.com/jimandjr/message/667040283</stembedurl>NVDA stock has risen 19% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spcx-stock-analyst-investors-wait-decades-justify-valuation/cZxvUQLRBwa">SPCX Stock Eyes Best Week In Nearly 3 Months — But Analyst Warns Investors May Have To ‘Wait Decades’ To Justify Its Valuation&nbsp;</a>

Nvidia Unveils Robot Training Tech, New Gaming Chips, and Toyota Deal

Adobe Inc

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Crowdstrike Holdings Inc

Dell Technologies Inc

Alphabet Inc - Ordinary Shares - Class C

Alphabet Inc Class A

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Nutanix Inc

Direxion Daily Semiconductor Bull 3X Shares

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Vertiv Holdings Co

Yes, by year-end

Yes, but not this year

No, he stays as CEO

He steps down on his own

Do you think Jensen Huang will be removed as Nvidia’s ($NVDA) CEO?

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$QXL Quantum X Labs’ Cybersecurity Technology Achieves Significant Breakthrough with IBM Quantum Hardware

Day Trader

$QXL confirmed a quantum cybersecurity breakthrough, cutting bias below 6% and slashing error up to 21-fold on IBM chips.

jorge .miguel

$QXL grabbed 646 shares this morning at 4.24 took all day to sell them at close for 4.47.  Not enough volume for me here

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QXL Quantum X Labs Inc.

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