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Invesco QQQ Trust Series 1

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

The QQQ is experiencing significant volatility, driven by concerns around potential rate cuts and a possible overvaluation in the tech sector following earnings. Community sentiment is largely bearish, with many anticipating further declines and questioning the strength of the market. Traders are closely watching key support levels and the impact of broader market factors like cryptocurrency movements.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

AST SpaceMobile is trending amid significant price volatility, with community chatter focused on identifying the bottom and anticipating the next launch catalyst. Concerns around potential delays and market manipulation are contrasted by bullish arguments highlighting institutional ownership and long-term potential in the space-based mobile network sector. Investors are closely watching for company announcements and launch dates to drive future price movement.

SSgA Active Trust - SPDR S&P 500 ETF Trust

The SPY is experiencing heavy volatility, triggering discussions around margin calls and potential bear market conditions. Community sentiment is mixed, with some anticipating a bounce while others brace for further declines, influenced by factors like crypto sell-offs and uncertainty surrounding Federal Reserve policy. Concerns about overvaluation and the impact of potential rate cuts are also driving market anxieties.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is trending as the community debates whether its recent surge is overextended, despite a UBS price target boost. The stock's movements are tied to the broader AI narrative, particularly rising memory prices and potential supply constraints driven by demand for AI data centers. Traders are closely watching for management comments at an upcoming conference and Nvidia's earnings report for further catalysts.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is trending amid discussions about the potential impact of SNAP benefit suspensions due to the government shutdown, with community members debating whether this will significantly hurt the retailer. Recent earnings and future guidance are also hot topics, alongside Walmart's strengths as a consumer staple during uncertain economic times. Additionally, the stock's technical patterns, like head and shoulders formations, are being analyzed for potential trading strategies.

Warner Bros. Discovery, Inc. is a premier global media and entertainment company, which engages in the provision of a differentiated portfolio of content, brands, and franchises across television, film, streaming, and gaming. It operates through the following segments: Studios, Networks, Direct-to-Consumer (DTC), and Corporate. The Studios segment includes producing and releasing feature films for initial exhibition in theaters, producing and initial licensing television programs to networks services as well as third parties, distributing films and television programs to various third party, internal television, and streaming services, distribution through the home entertainment market related consumer products, and themed experience licensing and interactive gaming. The Networks segment focuses on domestic and international television networks. The DTC segment is involved in premium pay-television and streaming services. The company was founded on June 17, 1985 and is headquartered in New York, NY.

Warner Bros. Discovery Inc - Ordinary Shares - Class A

Warner Bros Discovery Inc

WBD is trending amid speculation around potential acquisition bids, particularly with a deadline approaching, fueling community discussion about possible outcomes and deal prices. Massive blocks of purchases are being noted, with chatter focusing on potential market manipulation and the involvement of key players like Comcast and Paramount Skydance.  News of HBO renewing a Game of Thrones series has also sparked some positive sentiment.

Webull Corp. engages in the provision of financial services. It offers trading, wealth management product distribution, market data and information, user community, and investor education. The company was founded by An Quan Wang in 2016 and is headquartered in St. Petersburg, FL.

Webull Corp. - Ordinary Shares - Class A

Webull Corp

Webull ($BULL) is trending amid anticipation for its earnings report, with the community divided between those expecting a positive surprise and others bracing for a potential sell-off. Community discussion revolves around whether the stock can beat low expectations and overcome broader market concerns. Some traders are eyeing options activity and potential for a gamma squeeze following the report.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is seeing volatile trading as investors debate the sustainability of the AI-driven semiconductor rally. Community members are closely watching for a potential market correction, with some anticipating a significant drop while others remain bullish on the sector's long-term prospects. NVIDIA's upcoming earnings and overall market sentiment are expected to be key drivers for SOXL's near-term performance.

The Boeing Co. is an aerospace company, which engages in the manufacture of commercial jetliners and defense, space, and security systems. It operates through the following segments: Commercial Airplanes (BCA), Defense, Space and Security (BDS), Global Services (BGS), and Boeing Capital (BCC). The Commercial Airplanes segment includes the development, production, and market of commercial jet aircraft and provides fleet support services, principally to the commercial airline industry worldwide. The Defense, Space and Security segment refers to the research, development, production and modification of manned and unmanned military aircraft and weapons systems for global strike, including fighter and combat rotorcraft aircraft and missile systems, global mobility, including tanker, rotorcraft and tilt-rotor aircraft, and airborne surveillance and reconnaissance, including command and control, battle management and airborne anti-submarine aircraft. The Global Services segment provides services to commercial and defense customers. The Boeing Capital segment seeks to ensure that Boeing customers have the financing they need to buy and take delivery of their Boeing product and manages overall financing exposure. The company was founded by William Edward Boeing on July 15, 1916 and is headquartered in Arlington, VA.

Boeing Co.

Boeing Co

Boeing ($BA) is trending as the community discusses the stock's recent struggles despite positive developments like settling a strike and potential FAA approval for the 777X. Concerns persist around production stability, profitability, and the overall health of the company compared to its peers in the aerospace sector. Some traders speculate about share dilution and potential manipulation as driving forces behind the stock's downward trajectory.

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's post-earnings stock movement is driving intense discussion, with the community debating whether concerns of an AI bubble are justified despite strong earnings and guidance. Some believe the sell-off is tied to broader market weakness and crypto liquidations, while others point to potential accounting issues or an impending recession. Despite varied opinions, analysts generally remain bullish, with many reiterating "Outperform" ratings.

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Renesas Electronics shares fall as major supplier Wolfspeed files for bankruptcy

Investing.com-- Shares of  Renesas Electronics Corp  (TYO:6723) fell in Tokyo trade on Tuesday after Wolfspeed Inc (NYSE:WOLF), a major U.S. supplier of the company, filed for bankruptcy and outlined plans to slash its debt commitments. 

Shares of Nvidia Corp. (<a class="mention" data-mention="$NVDA" data-symbol-id="NVDA" href="https://stocktwits.com/symbol/NVDA" target="_blank">$NVDA</a>) fell by more than 1% on Monday following a report by Edgewater Research suggesting that performance problems with Monolithic Power's (<a class="mention" data-mention="$MPWR" data-symbol-id="MPWR" href="https://stocktwits.com/symbol/MPWR" target="_blank">$MPWR</a>) components could reduce or even eliminate the company's role in Nvidia's next-generation Blackwell processors.&nbsp;As a result, Monolithic Power’s stock dropped sharply by over 20%.The report claimed that while Nvidia will honor existing orders, it has canceled much of Monolithic's future business and redirected orders to other suppliers, Renesas Electronics Corp. (<a class="mention" data-mention="$RNECY" data-symbol-id="RNECY" href="https://stocktwits.com/symbol/RNECY" target="_blank">$RNECY</a>) and Infineon Technologies AG (<a class="mention" data-mention="$IFNNY" data-symbol-id="IFNNY" href="https://stocktwits.com/symbol/IFNNY" target="_blank">$IFNNY</a>).&nbsp;"We hear NVDA will go through their confirmed orders to MPWR for the next few quarters, but we hear NVDA has canceled half of MPWR's backlog, cutting all of their unconfirmed orders," the report said.Both companies saw their stock prices rise by over 3% in mid-day trading on Monday.Issues with Monolithic Power’s voltage regulator module and power management IC&nbsp;"appear likely to severely limit or eliminate"&nbsp;the company’s role in the production of Nvidia’s Blackwell chips, according to Edgewater Research.&nbsp;Renesas and Infineon are set to take over key components for Nvidia's upcoming chips, with Renesas stepping in for the B200 allocation and Infineon handling the GB200 allocation.Both companies have received urgent orders in recent weeks, according to Edgewater’s report.Despite these concerns, Deutsche Bank remains skeptical that Monolithic will lose all of its Nvidia business.&nbsp;The brokerage argues that the strong relationship and incumbent position Monolithic holds with Nvidia makes it unlikely that the performance issues are as severe as reported.&nbsp;However, if the claims prove accurate, Monolithic could see up to 15% of its revenue at risk.Deutsche Bank has maintained its ‘Buy’ rating on Monolithic Power’s stock with a price target of $900.<figure class="image"><img style="aspect-ratio:1283/291;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/Screenshot_2024_11_11_113659_3e2c467748.png" alt="Screenshot 2024-11-11 113659.png" width="1283" height="291"><figcaption>Nvidia Sentiment and Message Volume on Nov 9 as of 11:35 a.m. ET | Source: Stocktwits</figcaption></figure>Retail sentiment around Nvidia has flipped to ‘bullish’ (58/100) despite the dip in stock value.&nbsp;Nvidia’s stock hit a new all-time high on Friday after joining the Dow Jones Industrial Average ($DJIA).&nbsp;<stembedurl>https://stocktwits.com/TheProphetOfProfit/message/591996154</stembedurl>As Nvidia gears up to report its third-quarter results on Nov. 20, analysts are largely optimistic. Wall Street expects earnings of $0.74 per share on $32.96 billion in revenue, according to Stocktwits data.Morgan Stanley raised its price target on Nvidia to $160 from $150, maintaining an ‘Overweight’ rating on Monday.&nbsp;While the brokerage anticipates a strong quarterly showing, it suggests the bigger upgrades may come later, as Nvidia’s supply remains tight for Blackwell and partly for H200 processors.Piper Sandler also lifted its price target, going from $140 to $175, citing Nvidia’s “dominant positioning” in AI accelerators and the anticipated Blackwell launch.&nbsp;With Nvidia’s stock already up over 200% this year, investors will be closely watching the company's Q3 performance and outlook, especially given its strategic moves in AI and chip technology.For updates and corrections email newsroom@stocktwits.com.Read more:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-stock-all-time-high-after-dow-jones-entry/cJ44fBdRaM">NVIDIA Stock Rallies To Record High After Dow Entry, Retail Sentiment Cools From Peak Levels</a>

Nvidia's is scheduled to report its third-quarter results on Nov. 20. | Source: Will Buckner via Flickr

Nvidia Stock Dips As Monolithic Power Crashes On Concerns of Supplier Allocation For Blackwell AI Chips: Retail Focuses On Earnings

A report by Edgewater Research cited issues with Monolithic Power’s voltage regulator module and power management IC as the reason behind the company getting edged out of the production of Nvidia’s Blackwell chips. 

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A report by Edgewater Research cited issues with Monolithic Power’s voltage regulator module and power management IC as the reason behind the company getting edged out of the production of Nvidia’s Blackwell chips. 


Renesas Electronics Corp. engages in the design, research, development, manufacture, sale and servicing of semiconductor products. Its products include 'in-vehicle control' semiconductors that control engines and car bodies, and 'car information' semiconductors for in-vehicle information such as navigation systems. It also provides semiconductors for industrial equipment, home appliances, and network infrastructure. The company was founded on November 1, 2002 and is headquartered in Tokyo, Japan.

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