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Invesco QQQ Trust Series 1

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

Nvidia is caught in a broad semiconductor and AI-stock selloff as traders worry that post-election opposition and possible data-center restrictions could slow AI infrastructure spending, with concerns about crowded valuations and forced liquidations adding pressure. The community is split between viewing the decline as an overreaction and buying the dip, and seeing it as the start of a deeper AI-trade unwind.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

A steep broad-market selloff has sparked debate over fears that Democratic gains could bring tighter AI oversight and slow data-center investment, alongside concerns about stretched valuations and forced selling. Traders disagree on whether the drop marks a deeper correction or an overreaction, with some looking for a rebound and others expecting more downside.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention after a steep tech-led selloff, with traders linking the pressure to fears that a Democratic-controlled Congress could constrain AI and data-center expansion. Some view the move as an overreaction and buying opportunity, while others point to AI valuation concerns and possible forced selling as reasons for caution; the policy impact remains uncertain.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

A broad semiconductor and AI-stock selloff, fueled by fears that Democratic control of Congress and calls to regulate or pause advanced AI could slow data-center investment, is driving attention to Micron. Traders are split between seeing an overreaction and buying the dip on continued memory demand, and warning that uncertainty around AI spending could mean further downside.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

A sharp semiconductor and AI-linked selloff, tied by traders to fears that Democratic control could bring tighter AI and data-center rules and slow infrastructure spending, is driving attention to SNDK. Bulls call the decline an overreaction and point to memory demand, while bears see an AI-trade unwind and further downside; some traders also blame broad deleveraging.

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

AMD is caught in a broad semiconductor and AI-stock selloff as traders fear a Democratic-controlled Congress could increase scrutiny of data centers and slow the AI buildout. The community is split between expecting further losses and viewing the drop as an overreaction, pointing to AMDs strong results and continued AI demand as reasons for optimism.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is plunging alongside a sharp semiconductor and broader tech selloff, as traders debate fears of a slowdown in AI and data-center investmentsome linked to election-related policy concernsagainst the possibility of forced selling and leveraged-position unwinds. The steep decline has prompted panic and bearish calls, while other traders see an overreaction and are buying for a potential rebound; SOXLs 3x daily leverage amplifies the volatility.

ProShares Trust - ProShares UltraPro QQQ 3x Shares

ProShares UltraPro QQQ

A sharp Nasdaq and technology-stock selloff, amid concerns about AI spending and semiconductor weakness, has weighed on TQQQ, whose daily leverage amplifies index moves. Traders are divided between buying the oversold dip for a rebound and expecting further downside, with some pointing to heavier put activity as a sign of caution.

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 sharp selloff is widely tied to traders concerns that the midterm election results could bring greater political scrutiny of Elon Musk and regulatory hurdles for a potential TeslaSpaceX merger, alongside a broader tech-market decline. The discussion is heavily bearish, though some traders view the drop as an oversold dip-buying opportunity; the merger and regulatory risks remain concerns rather than confirmed outcomes.

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 under pressure amid reports of delays at its Texas data-center site tied to Microsoft, alongside a broad selloff in AI-infrastructure stocks and concerns about political and regulatory risks. Traders are divided between viewing the steep decline as a buying opportunity and fearing that execution issues or weak earnings guidance could deepen the selloff.

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COHR Stock Draws Upgrade As Marvell’s $115B Lumentum Deal Highlights ‘Value Of Scarce AI Optics’

Equity

Northland upgraded Coherent following a steep share-price pullback, while JPMorgan maintained its bullish outlook on optical demand ahead of the company's quarterly earnings.

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Bullish Sentiment

<ul class="summary-bullets"><li>According to Northland, the AI Optical Data Center cycle has created over $200B in value over the last three years</li><li>Marvell agreed to acquire Lumentum in an all-stock deal with an implied enterprise value of $115 billion.</li><li>JP Morgan expects optical industry fundamentals to remain solid, with most of its checks indicating strong demand through the end of 2026 and into 2027.</li></ul>Coherent (COHR) drew an upgrade from Northland on Monday as Marvell Technology's (MRVL) $115 billion agreement to acquire Lumentum (LITE) put the strategic value of optical technology used in artificial intelligence (AI) data centers in focus.Northland upgraded Coherent to ‘Outperform’ from ‘Market Perform’ while maintaining its $280 price target, according to TheFly. The firm cited a steep pullback in COHR shares and the value of scarce photonics capabilities.As of this writing, <a href="https://stocktwits.com/symbol/COHR">COHR stock</a> traded 1% higher.<h2 class="st-heading-2">Marvell's $115B Lumentum Deal Puts AI Optics In Focus</h2>Marvell (<a href="https://stocktwits.com/symbol/MRVL">MRVL</a>) agreed Monday to acquire Lumentum (<a href="https://stocktwits.com/symbol/LITE">LITE</a>) in an&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/marvell-strikes-115-b-deal-to-acquire-lumentum/cNG9x21R9PP">all-stock transaction</a> with an implied enterprise value of $115 billion, combining its semiconductor and networking technologies with Lumentum's optical components.Under the agreement, Lumentum shareholders will receive 4.5 Marvell shares for each share held, implying a price of approximately $1,132 per share and a 23.9% premium based on both companies' October 28 closing prices.The Northland analyst said Marvell's acquisition highlights the value of photonic device capabilities for major AI chip suppliers, alongside computing and networking integrated circuits, per the note cited by TheFly.Among larger established suppliers such as Lumentum and Coherent, the AI Optical Data Center cycle has created over&nbsp;$200 billion in value over the last three years, the analyst highlighted.<h2 class="st-heading-2">JPMorgan Also Sees Strong Optical Demand</h2>JPMorgan analyst Joseph Cardoso lowered Coherent's price target to $385 from $465 but maintained an ‘Overweight’ rating. The firm expects optical industry fundamentals to remain solid, with most of its checks indicating strong demand through the end of 2026 and into 2027.Coherent is scheduled to report fiscal first-quarter 2027 results on Wednesday, November 4, after the market closes. The company previously forecast quarterly revenue of $2.2 billion to $2.4 billion and adjusted earnings per share (EPS) of $1.85 to $2.05.<h2 class="st-heading-2">Retail Investors’ Sentiment Around COHR Stock</h2>Retail investors’ sentiment around COHR stock remained in the ‘bearish’ territory on Stocktwits.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_11_02_203857_edae27a2c5.png" alt="Screenshot 2026-11-02 203857.png" width="803" height="432"><figcaption>COHR stock retail sentiment on November 2, as of 10:30 a.m. ET | Source: Stocktwits</figcaption></figure>So far this year, COHR stock has rallied over 9%. By comparison, the Vanguard Morningstar Mid-Cap Growth ETF (<a href="https://stocktwits.com/symbol/VOT">VOT</a>), which holds the stock, has risen just over 2% over the same period.See Also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/crowd-strike-expands-core-weave-partnership-to-secure-ai-workloads-brings-falcon-protection-24-7-security-to-cloud-customers/cNG9CqGR9P7">CrowdStrike Expands CoreWeave Partnership To Secure AI Workloads — Brings Falcon Protection, 24/7 Security To Cloud Customers</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, a Coherent Corp. logo is seen on a smartphone screen and in the background. 

Coherent (COHR) drew an upgrade from Northland on Monday as Marvell Technology's (MRVL) $115 billion agreement to acquire Lumentum (LITE) put the strategic value of optical technology used in artificial intelligence (AI) data centers in focus.

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Fundamental analysis looks at earnings, valuation, and business quality, while technical analysis focuses on chart patterns, price action, and indicators, and many investors blend the two. How do you decide what to buy: fundamentals or technicals? Vote and explain your reasoning in the comments.

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