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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 earnings beat and stronger outlook, driven by surging AI data-center demand, sparked a sharp rally and renewed optimism about growth into 2027. Traders remain divided, with concerns about valuation, weaker cash flow and dependence on data-center spending weighing against the bullish outlook, while broader market and election worries contributed to volatile trading.

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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VFS Investors Have Opportunity to Join VinFast Auto Ltd. Fraud Investigation with SBS Law

Schall, Brown & Schwartz LLP (SBS), a national shareholder rights litigation firm, announces that it is investigating claims on behalf of investors of VinFast Auto Ltd. (VinFast or the Company) (NASDAQ: VFS) for violations of the securities laws. INVESTIGATION DETAILS: The investigation focuses on...

INVESTOR ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of VinFast Auto Ltd. - VFS

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VinFast said production and deliveries remain in line with its business plan and maintained full-year 2026 guidance, citing long-term procurement commitments extending through 2027 amid semiconductor supply constraints.

VinFast reported negative 62.8% gross margin and continuing-operation losses; net cash flows used in operating activities were VND31.22T for six months, alongside semiconductor constraints and third-party vehicle production reliance.

VinFast's 2Q2026 revenue and deliveries increased; VinFast maintained Vietnam's number-one position and reported strong reservations for VF 8 and VF 2, while introducing a new REEV model.

VinFast Auto Ltd. engages in designing and manufacturing electric vehicles. It offers electric scooters (e-scooters) and electric buses (e-buses). It provides e-mobility ecosystem built around customers, community and connectivity alongside new vehicle roll-out. The company was founded by Pham Nhat Vuong in June 2017 and is headquartered in Hai Phong City, Vietnam.

VinFast Auto Ltd.

VFS Stock Pressured As Tesla Gains A Legal Foothold In VinFast’s Home Market  

Equity

Bullish Sentiment

<ul class="summary-bullets"><li>Tesla has formed a Vietnamese subsidiary in Ho Chi Minh City.</li><li>The company is authorized to wholesale and retail automobiles and motor vehicles, sell parts and accessories, and handle related import, export, and distribution.&nbsp;</li><li>A company registration is not the same as starting sales.</li></ul><p>Shares of Vietnamese EV maker VinFast Auto Ltd (VFS) slumped 2% on Monday after American rival Tesla (TSLA) established a unit in the Southeast Asian country that could sell its vehicles.</p><p>Vietnam is VinFast’s biggest market. Tesla’s entry into the country would increase competition for the home player. &nbsp;</p><h2 class="st-heading-2">Tesla’s New Unit</h2><p>Tesla has formed a Vietnamese subsidiary in Ho Chi Minh City, according to a newly posted record on the country’s National Business Registration Portal — a legal first step into a market where the company still has no official stores, service centers, or Superchargers.</p><p>The entity is listed as Tesla Motors Vietnam Limited Liability Company. Charter capital is 77.667 billion dong, or about $3 million. The company is authorized to wholesale and retail automobiles and motor vehicles, sell parts and accessories, and handle related import, export, and distribution, subject to Vietnam’s rules on foreign-invested traders.</p><p>A company registration is not the same as starting sales. Tesla has not named models, prices, showrooms, service sites, or a charging plan for Vietnam. The company website also doesn’t list Vietnam among the Asia Pacific countries where it sells vehicles.</p><h2 class="st-heading-2">Why Investors Care</h2><p>VinFast is the dominant car brand in Vietnam, and its home market still accounts for almost all of the company’s sales and revenue. In 2025, the company delivered 175,099 EVs in Vietnam, a record for any brand in the country, accounting for 89% of the company’s overall sales. VinFast's 2025 passenger-car share was about 36%.</p><p>For full-year 2025, VinFast reported about VND 90.2 trillion in revenue, of which VND 80.4 trillion was from Vietnam.</p><h2 class="st-heading-2">How Did VFS Retail Traders React?</h2><p>On Stocktwits, retail sentiment around VFS rose from ‘neutral’ to ‘bullish’ over the past 24 hours, while message volume remained at normal levels.</p><p><a href="https://stocktwits.com/symbol/VFS">VFS stock</a> has fallen 6 % year-to-date, while TSLA has lost 20%.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/dftx-stock-climbs-as-high-as-12-on-unprecedented-anxiety-data-for-lsd-based-drug/cZtm9RdRBTb">DFTX Stock Climbs As High As 12% On ‘Unprecedented’ Anxiety Data For LSD-Based Drug</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

In this photo illustration, the VinFast (Vin Fast) logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Vietnam is VinFast’s biggest market. Tesla’s entry would increase competition for the home player. 

VFS Stock Pressured As Tesla Gains A Legal Foothold In VinFast’s Home Market

Vietnam is VinFast’s biggest market. Tesla’s entry would increase competition for the home player. 


Track VFS stock price, charts, news and real-time market activity on Stocktwits. Join the VFS message board to follow investor discussions, retail trader sentiment, bullish and bearish signals around VinFast Auto Ltd. stock.

VFS Stock Price Today - VinFast Auto News, Charts, Retail Sentiment

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Republicans keep the Senate, lose the House

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$VFS The serve an entirely different demographic… Vinfast is Honda (90% population can afford) and Tesla is BMW (10% can afford). I love those numbers in bad economic times!

Will I am

$VFS worth less than 800m market cap imo. Didn't they sell their WHOLE MANUFACTURING SIDE for 500m lmao

MDon E HAwk

$VFS Q2 '26 Earnings Results & Recap

VinFast said production and deliveries remain in line with its business plan and maintained full-year 2026 guidance, citing long-term procurement commitments extending through 2027 amid semiconductor supply constraints.

Stocktwits Earnings

$VFS $3.10 ask. BUY/REVISIT carries SPM 86.21 tag to $6.00 in midterm. 
NOTE: VinFast said it will enter the U.S. e-bus market via an initial agreement with NexMove, which plans to offer the buses bundled with charging, maintenance and operations. 
Certified, homologated buses are expected to begin delivering to U.S. customers in 1Q28; demo units will be placed at Zeem EV charging depots ahead of certified deliveries. 
NexMove said it intends to offer a 97% uptime service-level agreement under its as-a-service model. 
VinFast said about 2,000 electric buses are operating in Vietnam today and the company is also expanding its e-bus business into Europe.

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