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A sharp semiconductor selloff has hammered SOXL, with traders citing Lam Researchs outlook and China-demand concerns alongside broader worries about AI spending, financing, and market risk; the funds 3x leverage magnifies the move. The community is split between calling the decline a sign of an AI-trade unwind and buying for a potential rebound.

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

A large insider-share unlock is the main focus, with traders attributing the post-earnings pullback to the added supply and debating whether it will prolong selling. The earnings-driven gains have largely faded; some see the dip as a buying opportunity, while others cite valuation concerns and broader tech weakness.

Forgent Power Solutions, Inc. is a holding company, which engages in the design and manufacture of electrical distribution equipment used in data centers, power grid, and energy-intensive industrial facilities. It also offers powertrain solutions and standard and custom products. The company was founded on July 21, 2025 and is headquartered in Dayton, MN.

Forgent Power Solutions Inc. - Ordinary Shares - Class A

Forgent Power Solutions Inc.

CFO Ryan Fiedlers departure has triggered a sharp selloff, with some traders speculatingwithout confirmationabout possible financial or accounting concerns. Others view the decline as an overreaction, noting the stated personal reason for his exit, the internal CFO replacement, and Forgents growth exposure to data centers and power infrastructure.

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 sharp decline is being discussed mainly as part of a broader semiconductor and AI-stock pullback, amid concerns about stretched valuations, the payoff from heavy AI spending, and macro pressure including rising oil prices. Traders are split between viewing the drop as an oversold buying opportunity ahead of earnings and expecting more downside if sector sentiment weakens further.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokias Q3 results beat expectations and showed strong AI and cloud demand, but shares fell sharply as investors focused on weaker cash-flow conversion guidance, higher restructuring costs and concerns raised on the conference call. Traders are split between calling the selloff an overreaction and buying the dip, and viewing the cash outlook as a reason to sell despite the growth story.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is drawing attention amid a steep selloff and fresh lows, with traders linking the weakness to a broader rout in AI data-center and neocloud stocks, macro pressure, and concerns about the sectors financing and buildout risks. The community is split between bearish calls for further downside and buyers who see the decline as excessive, citing IRENs AI expansion plans and potential for a rebound.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas post-earnings selloff is centered on concerns that rising AI infrastructure spending is pressuring cash flow and may require financing through new nonvoting shares, despite strong advertising results and upbeat revenue guidance. Traders are split between viewing ad growth and early Muse adoption as evidence the investment can pay off and worrying that costs, dilution and uncertain AI returns outweigh the beat.

TTM Technologies, Inc. engages in the manufacture and sale of printed circuit boards and backplane assemblies. It operates through the following segments: Aerospace and Defense (A&D), Commercial, and Radio Frequency and Specialty (RF&S) Components. The A&D segment consists of Printed circuit boards (PCBs), value-added assemblies, microelectronics, RF and microwave components and assemblies, and integrated mission systems. The Commercial segment includes PCBs using customer-supplied engineering and design plans supporting customers in the automotive, medical, industrial, and instrumentation, networking, and data center computing end markets. The RF&S Components segment consists of TTM designed RF components for commercial customers in the telecommunications, industrial, and instrumentation markets. The company was founded on March 20, 1978 and is headquartered in Santa Ana, CA.

TTM Technologies Inc

TTMI is plunging despite strong earnings and upbeat guidance, with traders focused on debt and spending tied to acquisitions and expansion as possible concerns behind the selloff. Some see the drop as an overreaction to solid results, while others point to weakness in the AI trade and broader market pressure; there are no listed articles directly verifying the discussion.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure as technology and semiconductor stocks sell off amid renewed doubts about whether heavy AI and data-center spending will generate adequate returns, with Iran tensions and oil-related uncertainty adding to market concerns. Traders are divided between expecting more downside and viewing the decline as a buying opportunity, with many watching for a rebound.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Researchs shares sold off despite record quarterly results as its near-term outlook offered little upside over expectations, with supply bottlenecks delaying shipments and a meaningful decline in China revenue expected. Bulls argue demand remains strong and the delays are a timing issue, while bears point to the modest guidance, high expectations, and broader weakness in semiconductor stocks.

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Trade Desk-Publicis Dispute: Analyst Says TTD Selloff Overdone, Revenue Impact Seen Less Than Feared

Equity

Earlier this week, Publicis flagged inflated billing by Trade Desk and said it would no longer recommend the platform to its clients.


Why Did TTD Stock Tumble Today?

According to a report from ADWEEK, Publicis Groupe advised clients that it would no longer recommend The Trade Desk as a demand-side platform for digital media buying as it had failed an audit.

ETF Opportunities Trust - T-REX 2X Long TTD Daily Target ETF

Bullish Sentiment

<ul class="summary-bullets"><li>Trade Desk's billings exposure to Publicis is in the low double-digit percentage range, but its revenue exposure is lower, and a substantial portion is covered by joint business plans - Evercore ISI</li><li>TTD stock has fallen by over 14% since the Publicis issue came to light earlier this week, prompting at least two analyst downgrades.</li><li>Retail sentiment on Stocktwits for TTD has held up in the ‘bullish’ zone.</li></ul>A sharp selloff in shares of The Trade Desk, triggered by a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-ttd-stock-tumble-today/cZ3EiZgRIXt">fallout</a> with major ad agency partner Publicis Groupe, appears overdone relative to the potential financial impact, a leading analyst said.Evercore ISI said that while the development is a “clear headwind,” Trade Desk's billings exposure to Publicis is likely in the low double-digit percentage range, its revenue exposure is lower, and a substantial portion is covered by joint business plans, which "should be relatively secure."The research firm lowered its price target on the company’s shares by $3 to $32, while maintaining an ‘Outperform’ rating. The new target implies a 36% upside to the stock’s last close.<h2 class="st-heading-2">TTD Stock Pressure After Publicis Dispute</h2>Publicis, one of the largest ad buyers globally, said earlier this week that it would no longer recommend the Trade Desk platform to its clients after its “audit” revealed inflated billings.&nbsp;That triggered a 7.4% drop in&nbsp;<a href="https://stocktwits.com/symbol/TTD">TTD shares</a> on Tuesday, which has continued to drop and is now&nbsp;down&nbsp;14.5% since Publicis’ claims were&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.adweek.com/programmatic/publicis-tells-clients-dont-use-trade-desk/">first reported</a>.Trade Desk has pushed back against the agency’s claims and request for additional data on how Trade Desk bills clients, arguing confidentiality issues. “We will not disclose the bills of all of our clients and partners to one of them simply because they assert ambiguous audit rights,” CEO&nbsp;Jeff Green said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.linkedin.com/posts/jefftgreen_when-dave-pickles-and-i-started-ttd-we-wanted-activity-7439793115223306241-EkBB?utm_source=share&amp;utm_medium=member_desktop&amp;rcm=ACoAABggFxUBMoVIw0e_pXZvUgEc4pO6MTnsVO8">LinkedIn post</a>.This week’s selloff in Trade Desk nearly wiped out the prior week’s gains, when Green’s massive $148-million stock purchase had&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ttd-stock-jumps-15-premarket-ceo-makes-record-150m-insider-bet/cZdQFPfRIdy">buoyed investor sentiment</a>.<h2 class="st-heading-2">Two Analysts Downgrade TTD, Retail View Holds Up</h2>Meanwhile, at least two brokerages – Rosenblatt and Stifel – have downgraded TTD shares to the equivalent of ‘Hold.’&nbsp;Pressures on the agency sector, sparking revenue deceleration, declines and consolidation in that sector, could be pushing agencies to take a more confrontational approach with Trade Desk, Rosenblatt said.&nbsp;To be sure, AdWeek had&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.adweek.com/media/exclusive-dentsu-wpp-exit-the-trade-desks-open-path/">reported</a> last month that Dentsu and WPP had pulled back from Trade Desk’s OpenPath initiative over hidden fees and a lack of transparency.&nbsp;Stifel said that Trade Desk remains the gold standard for digital ad buyers and expects a resolution with Publicis but sees no clear near-term catalyst to improve investor sentiment. It lowered its TTD stock target to $26 from $48.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_20_at_9_01_59_AM_png_682b77588b.webp" alt="Screenshot 2026-03-20 at 9.01.59 AM.png" width="627" height="83"><figcaption>TTD sentiment and message volume as of March 19 | Source: Stocktwits</figcaption></figure>Currently, 17 of 38 recommend ‘Buy’ or higher for the shares, 18 recommend ‘Hold,’ and three recommend ‘Sell’ or lower, per Koyfin data. Their average price target of $31.15 implies a 35% upside from the stock’s last close.On Stocktwits, the retail sentiment has held up in the ‘bullish’ territory since the Publicis issue came to the fore.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nxst-tgna-stocks-jump-after-hours-fcc-clears-6-2-b-merger-backed-by-trump-amid-looming-legal-woes/cZ3X9Y5RIhs">NXST, TGNA Stocks Jump After-Hours: FCC Clears $6.2B Merger Backed By Trump Amid Looming Legal Woes</a>&nbsp;

In this photo illustration, a person holds a smartphone displaying the logo of Trade Desk Inc. (NASDAQ: TTD), on Aug. 7, 2025, in Chongqing, China. 

Earlier this week, Publicis flagged inflated billing by Trade Desk and said it would no longer recommend the platform to its clients.

Trade Desk Inc

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