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Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Fears of a Democratic sweep in the U.S. midterms dominate QQQ discussion, with traders attributing volatile Nasdaq selling to concerns about tech and AI regulation, including data-center scrutiny. Others call the reaction an overreaction because the outcome was widely expected and see the dip as a buying opportunity.

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.

Discussion centers on midterm election results and expectations of Democratic gains, with traders linking a possible blue wave to pressure on DJT and criticizing Trumps political influence. Some push back that results are unsettled or that midterm losses are routine, while others anticipate further selling.

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 rebound in semiconductor shares, supported by strong AMD and SMCI earnings and renewed optimism about AI demand, is lifting SOXL after steep recent losses. Traders are divided between viewing the move as a relief rally and warning that election uncertainty, tech-sector selling, and the funds 3x leverage could keep volatility high.

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 stronger-than-expected quarterly results and raised full-year outlook, attributed to robust AI-server demand, are driving attention. Many traders view the growth as bullish, while others question whether thin margins, cash-flow pressures and lingering doubts about management justify the muted share-price reaction.

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 caught in a sharp neocloud and AI-infrastructure selloff, with traders worried that a Democratic midterm sweep could bring tighter limits on data-center development; concerns about debt financing and whether AI demand will justify heavy investment are adding pressure. The community is split between expecting an oversold rebound ahead of earnings and warning that funding risks and weak sector sentiment could drive further losses.

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.

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.

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 sharp rebound after CIFRs Q3 report has traders debating whether the move is an oversold bounce or a short squeeze that can last. Bulls point to the start of AI leasing and the companys data-center pipeline, while bears focus on the revenue miss, buildout costs and financing risks.

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 uncertainty dominates discussion, with traders worried that Democratic gains could bring scrutiny of Musks companies and threaten SpaceXs government contracts; others argue its AI, Starlink, and launch businesses can withstand political shifts. The debate is fueling sharply divided views on the stocks near-term direction.

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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.

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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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