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Invesco QQQ Trust Series 1

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Midterm election results and the prospect of a Democratic sweep dominate discussion, with traders blaming perceived regulatory and AI-spending risks for QQQs sharp volatility while others argue the outcome was priced in and the selloff is an overreaction. Strong AMD and Super Micro results also fueled optimism about AI-related tech and a possible rebound.

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.

DJT is drawing attention around midterm election results and expectations of Democratic gains, with traders connecting a potential loss of Republican control to political risk for Trump Media. The conversation is largely bearish, though some users argue the results are routine midterm losses or anticipate a rebound.

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 results beat expectations, and its stronger outlookdriven by accelerating AI data-center demandsparked a sharp after-hours rally. Bulls welcomed the growth forecast, while skeptics questioned the valuation and the sustainability of AI-driven growth amid weaker free cash flow, rising inventory, and concerns that the initial post-earnings gains could fade.

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

Super Micros quarterly results and raised full-year outlook, driven by strong AI-server demand, are the main focus. Many traders call the results a major beat and see the shares as undervalued, while others question thin margins, cash flow, and lingering management credibility concerns that may be weighing on the stocks muted response.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL chatter centers on sharp swings in semiconductor stocks amid concerns about an AI trade pullback, election uncertainty, and selling in chip names such as AMD, Intel, and Marvell. Traders remain divided between expecting a rebound on strong chip demand and earnings, and warning that persistent selling and leveraged-ETF decay could deepen losses.

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

Midterm-election uncertainty is driving volatility in Nvidia and the broader AI trade, with traders debating whether a Democratic sweep could weigh on data-center spending and AI regulation or whether the risk is already priced in. AMDs strong results are also fueling optimism that AI-chip demand remains resilient, supporting a semiconductor rebound.

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

A letter from 28 HOPE-3 investigators urging FDA approval of Capricors deramiocel and defending the trial data has intensified discussion ahead of the FDA decision. Many traders see the letter as strengthening the approval case and fueling the rally, while others point to the adverse advisory-committee review and uncertainty over the FDAs interpretation of the data; claims of leaks or short covering remain speculation.

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 is drawing attention amid a sharp, sector-wide selloff in AI infrastructure and neocloud stocks, as traders debate whether the AI buildouts debt, funding needs and uncertain profitability justify lower valuations. Bulls call the decline an oversold, market-driven pullback and are buying dips, while bears warn that financing risks and bubble concerns could drive further losses; the latest bounce has not settled the debate.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Teslas pullback is being tied by traders to midterm-election uncertainty, with speculation that Democratic gains could bring congressional scrutiny of Elon Musk and complicate the proposed TeslaSpaceX combination; others see merger speculation or the political outcome as potential support. The debate is compounded by criticism that Teslas valuation is hard to justify given concerns about earnings and sales, alongside short-term options volatility.

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.

Ciphers Q3 revenue miss has intensified concerns about its early transition from bitcoin mining to AI data-center leasing, financing needs and execution. Bulls point to initial HPC lease revenue and expanded long-term contracts, while bears question whether those prospects offset near-term losses; the sharp rebound has also fueled oversold-bounce and short-squeeze speculation.

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TSLA Stock Slips Overnight: Trump Vows To Shield Musk — But Influencer Flags ‘Tougher Than Ever’ SpaceX Merger Vote 

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Tesla influencer Alexandra Merz estimated a potential SpaceX merger would need nearly 1.98 billion ‘yes’ votes.

Stocktwits Space Race Monthly: SPCX Holds Up Better Than ASTS, RKLB And PL In October — But VSAT Takes The Crown 

Viasat drew Amazon takeover speculation, while advancing NASA work and satellite-connectivity partnerships.

Tesla-SpaceX Merger ‘Does Make Strategic Sense,’ Analyst Says — But SpaceX Needs Nearly 2x The Growth 

Morningstar sees benefits in a Tesla-SpaceX merger across energy, AI, robotics and connectivity.

SPCX Stock Slips Overnight: T-Mobile CEO Again Rejects SpaceX Mobile Network Deal 

T-Mobile is still open to satellite resale through T-Satellite and other commercial arrangements with SpaceX.

SPCX Stock Up Nearly 10% Since IPO — Analyst Sees 82% Upside Without Tesla Merger, Even If Revenue Misses Lofty Goals 

Bernstein forecasts $424 billion in 2028 revenue, below SpaceX’s own growth ambitions.

Cathie Wood Says Tesla, SpaceX Could Drive Up To 9% GDP Growth: ARK Sees Merger As Win For Both Shareholder Bases 

ARK models a 3.8-fold boost to Tesla investor returns and a 7.2-fold boost to SpaceX investors’ incremental returns.

SPCX Rises Overnight: Musk Confirms $40B GPU Deal, Warns On Neoclouds — Dan Ives Sees ‘Game Of Thrones’ Compute War

Investor Chamath Palihapitiya warned of a turbulent 2027, with construction delays, idle computing equipment and outage-related penalties threatening operators.

TSLA Eyes Best Week In 2 Months — Analyst Sees Physical Tech’s ‘Berkshire,’ But Bear Credits Court Ruling For Q3 Beat 

GLJ’s Gordon Johnson said tariff relief added $447 million to gross profit, masking an underlying earnings miss.

ASTS Slips Overnight: Retail Sees Upside In SpaceX’s 80,000-Site Push — FCC Adviser Sees Global Satellite Power Race 

FCC advisory council member Mark Bayliss contrasted SpaceX’s potential carrier model with AST’s strategy of extending existing operators’ networks.

RKLB Stock Edges Up Overnight As SpaceX Passes On 3 Military Missions; Rocket Lab Speeds Up Testing

SpaceX reportedly passed on three military satellite launches, with no rival bids, highlighting the Pentagon’s limited launch options.

Tidal Trust II - Defiance Daily 2X Space ETF

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<ul class="summary-bullets"><li>Tesla rose 1% on Monday, joining Amazon as the only Magnificent Seven gainers while SPY and QQQ declined.</li><li>Donald Trump pledged to protect Elon Musk after being asked about arrest claims, factory seizures and SpaceX nationalization.</li><li>He also signaled willingness to consider preemptive pardons if needed.</li></ul>Shares of Tesla, Inc. (TSLA) slipped nearly 1% overnight heading into Tuesday even as President Donald Trump pledged to protect CEO Elon Musk if he were targeted. However, Tesla investor and influencer Alexandra Merz warned that a potential SpaceX merger could face a difficult shareholder vote.<a href="https://stocktwits.com/symbol/TSLA">TSLA stock</a> rose 1% on Monday, joining Amazon (AMZN), which gained 2.2%, as the only two ‘Magnificent Seven’ stocks to finish higher. Tesla bucked the broader decline as the SPDR S&amp;P 500 ETF Trust (SPY) fell 0.5% and the Invesco QQQ Trust (QQQ) dropped 1.4%.<h2 class="st-heading-2">Trump Vows To Protect Musk, Considers Pardons</h2>Trump promised to protect Musk after New York Post columnist and podcast host Miranda Devine raised claims about arresting him, seizing his factories and nationalizing SpaceX on her Pod Force One<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=7YLDiUjYLOc">&nbsp;podcast</a>.“It's talk. But if it is talk, we'll have to protect them,” he said. Devine then asked whether he would consider preemptive pardons. Trump cited former President Joe Biden’s pardons and replied: “I would if I needed to, sure.” When asked whether that protection extended to everyone who had worked for him, Trump added: “I would not even think about it. I'd do it. I did it for J6.”<h2 class="st-heading-2">Tesla Influencer Flags High Bar For SpaceX Merger Approval</h2>Alexandra Merz, known as TeslaBoomerMama on X, warned that a potential SpaceX merger could face a “tougher than ever” shareholder vote, even with Musk’s support.“The threshold is simple on paper and hard in practice. Tesla needs a majority of all outstanding shares, not a majority of the votes that are cast,” she said. With 3.953 billion shares outstanding, that would mean nearly 1.98 billion ‘yes’ votes, according to her calculations. “Every share that does not vote counts against us,” she added.Tesla has formed an independent special committee to explore closer ties with SpaceX, including a possible merger. “I think it would be a good idea, but it's really up to the special committees of both companies,” Musk said last month.<h2 class="st-heading-2">How Musk’s Shares And Retail Turnout Shape The Vote</h2>Merz’s calculations start with 700 million shares Musk can vote directly, assuming he backs the deal.Another 424 million shares from his 2025 pay award would not automatically vote ‘yes.’ Under Tesla’s voting agreement, they follow the voting proportions of other eligible shares represented at the meeting, including Musk’s own holdings. She also assumes 500 million ‘no’ votes from investors following ISS or Glass Lewis.&nbsp;After accounting for these groups, Merz estimates that 65%-75% of the remaining votes cast would need to favor a merger. In her 68% turnout scenario, that means seven in 10 votes from the remaining group, or about 1 billion shares.Turnout is another challenge. She estimates that 28% to 37% of shares outside Musk’s holdings went unvoted in past contests, including about 32% in the Texas redomiciliation vote.<h2 class="st-heading-2">Texas Megapack Factory Gets Customs Approval</h2>Separately, Tesla received limited, 14-month approval to use foreign-trade-zone procedures at its Megapack factory in Brookshire, Texas, according to a Federal Register notice published on Monday.The program lets manufacturers delay paying duties on imported parts until goods enter the U.S. market. Imported parts used in products exported directly from the zone can avoid U.S. customs duties.<h2 class="st-heading-2">How Do Retail Traders Feel About TSLA?</h2>On Stocktwits, retail sentiment for TSLA was ‘extremely bearish’ from ‘bearish’ levels a day ago amid a 476% surge in 24-hour message volumes.<figure class="image"><img src="https://news.stocktwits-cdn.com/tsla_ss_eaa2374785.png" alt="tsla ss.png" width="637" height="348"><figcaption>TSLA sentiment and message volume as of November 3 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/CromieAds/message/667982067">said</a>, “$MRVL $LITE&nbsp; same thing will happen when $SPCX and $TSLA merge and I’ll be ready to buy the shit out of that short term pull back as well. Both will come out stronger and dominate for years to come.”<stembedurl>https://stocktwits.com/CromieAds/message/667982067</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/Justwin100/message/667975548">said</a>, “These two stocks $SPCX $TSLA will be sacrificial lamp. It is a matter of time”<stembedurl>https://stocktwits.com/Justwin100/message/667975548</stembedurl>So far this year, Tesla's stock has lagged its "Magnificent Seven" peers, making it the group's worst performer, down about 10%.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/rklb-iridium-deal-globalstar-spacex-concerns-rocketlab-fast-fcc-approval/cNGQHAcR957">RKLB’s Iridium Deal Draws Heat As Globalstar Echoes SpaceX Concerns — Rocket Lab Seeks Fast FCC Approval&nbsp;</a>

U.S. President Donald Trump (L) speaks alongside Elon Musk, CEO of Tesla and SpaceX, and other tech CEO's and administration officials following a meeting on artificial intelligence outside the White House on September 29, 2026 in Washington, DC. (Photo by Kevin Dietsch/Getty Images)

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