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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

Reports and rumors about Jensen Huangs alleged relationshipsincluding a suspected Chinese intelligence operativeand speculation that Nvidias board could remove him have focused attention on leadership risk and the companys credibility. Traders are divided between fearing further pressure if Huang leaves and arguing the controversy does not change Nvidias business, with some viewing the selloff as a buying opportunity; claims that he will be ousted remain unconfirmed.

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 shares are rallying alongside AI-cloud peers after CoreWeaves upbeat results eased concerns about demand and financing across the neocloud sector, with traders also positioning ahead of Nebiuss Q3 report. Bulls expect the sector momentum to continue, while skeptics warn the run-up may leave little room for a merely solid report and point to spending, funding and execution risks.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Traders are focused on MSCIs index review and the possibility that Strategy will be excluded, with concerns that passive funds could sell shares if it is removed. The community is divided over whether the risk is already priced in: bears expect added selling pressure, while bulls argue the decision matters less than Bitcoins direction.

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

China-related scrutiny and negative reports are widely blamed by traders for weighing on Webull shares, though some argue the concerns are overstated and are buying the dip. Discussion also centers on the upcoming earnings report, with bulls anticipating strong results and a recovery while bears remain wary of continued pressure and dilution.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQs sharp rebound is being linked to CoreWeaves strong results, which helped revive buying in AI and semiconductor stocks and fueled short covering. Traders disagree on whether the move signals a lasting recovery or a fragile relief rally, citing inflation and rate-hike concerns, AI debt and bubble risks, and Nvidia-related uncertainty.

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

Traders are largely attributing AMDs rally to money rotating from Nvidia amid reports and speculation about CEO Jensen Huangs personal-conduct controversy and possible leadership fallout. Some see AMD as a beneficiary, while others call the move hype or FOMO and flag valuation and volatility risks; a broader AI-chip rebound is also part of the backdrop.

Zcash (ZEC) is a cryptocurrency . Users are able to generate ZEC through the process of mining. Zcash has a current supply of 16,959,453.18587388 with 16,959,453.64420722 in circulation. The last known price of Zcash is 1,033.61575403 USD and is down -11.66 over the last 24 hours. It is currently trading on 670 active market(s) with $1,322,935,861.71 traded over the last 24 hours. More information can be found at https://z.cash/.

Zcash

Zcash is drawing attention for a sharp pullback that has brought it below the psychologically important $1,000 level, with traders watching for support and warning of further downside. Others see the selloff as a buying opportunity, leaving the conversation split between breakdown concerns and dip-buying optimism.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is participating in a rebound in AI-linked chip stocks, with CoreWeaves strong results easing concerns about AI demand and infrastructure financing; traders also cite rotation from Nvidia amid controversy surrounding its CEO. Bulls see continued demand for Broadcoms custom chips, while skeptics warn that the rally may fade and question the companys exposure to hyperscaler spending.

RUM Group, Inc. engages in operating an online neutral video platform. It operates through the following geographical segments: United States, Canada, and Other. The company was founded in October 2013 by Chris Pavlovski and is headquartered in Longboat Key, FL.

RUM Group Inc. - Ordinary Shares - Class A

RUM Group Inc.

Rumbles Q3 results are driving attention: record revenue led by Quake AI and first positive adjusted EBITDA fueled optimism about its AI-infrastructure pivot. Traders also debate financing and expansion risks, while some speculate that high short interest could amplify the rally.

GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF

GraniteShares 2x Long NVDA Daily ETF

Traders are using NVDL for leveraged exposure to Nvidias moves, frequently buying dips and trading around earnings and AI-demand optimism. Bullish expectations for a rebound compete with concerns about sharp pullbacks, volatility and the risks of holding a daily-reset leveraged ETF.

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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

Extremely 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

T-REX 2X Long TTD Daily Target ETF

Communication Services Select Sector SPDR Fund

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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