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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 of alleged affairs involving Jensen Huangincluding one with a Nvidia executive and a separate relationship with a woman suspected of links to Chinese intelligencehave fueled speculation that the board could remove him, raising concerns about leadership continuity and governance. Traders are divided between viewing the controversy as a serious risk to a founder-led company and seeing it as an overreaction that does not change Nvidias AI business prospects.

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. 

CoreWeaves strong results and outlook have lifted sentiment toward Nebius and other AI-cloud providers ahead of Nebiuss Q3 report. Traders are largely optimistic about demand and growth, but debate whether the rally has priced in strong results and whether Nebius can fund its expansion and execute on capacity plans.

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

Reports that Nvidias board may oust Jensen Huang amid misconduct allegations have fueled speculation that investors are rotating from Nvidia into AMD. Traders debate whether AMD can gain lasting business or is benefiting from a sentiment-driven, potentially short-lived move; broader strength in AI-chip stocks has also supported the rally.

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

MSCIs new index-eligibility rules and the prospect of Strategy being removed dominate discussion, with traders worried about passive-fund selling while others argue the risk is priced in and view weakness as a buying opportunity. Bitcoins decline is also cited as pressure on MSTR, intensifying the debate over whether index-related outflows could deepen losses.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Reports of alleged affairs involving Nvidia CEO Jensen Huang and speculation that the board may remove him have dominated discussion, with traders concerned that leadership uncertainty could pressure Nvidia and the broader AI-heavy Nasdaq-100. Views are split between fears of spillover across tech and claims the selloff is an overreaction, alongside debate over whether the markets rebound can hold.

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

Traders are treating Nvidia CEO Jensen Huangs reported controversy and Nvidias weakness as a possible rotation opportunity into Broadcom and other chip rivals; many see AVGO as a beneficiary, while others doubt the rebound will hold and cite its exposure to hyperscaler spending. Some also point to broader AI-chip optimism, including CoreWeaves results and anticipation around Anthropic.

Ondas, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in West Palm Beach, FL.

Ondas Inc.

Ondas Inc

Attention is centered on Ondass Q3 earnings, with traders debating whether revenue growth and guidance can offset concerns about losses, cash burn, and dilution. High reported short interest is fueling squeeze speculation, while a Digital Bat drone purchase order advancing the program toward production adds to the bullish case.

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

SanDisks sharp rebound is drawing attention amid a broader AI-chip rally after CoreWeaves upbeat results revived confidence in AI infrastructure demand, alongside Evercores bullish view on NAND demand and supply discipline. Traders are celebrating the bounce and speculating about short covering, while others warn that the volatile move may fade and debate whether the memory-sector recovery can last.

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

Direxion Daily Semiconductor Bear 3X ETF

Sharp swings in semiconductor stocks amid concerns about an AI and data-center spending slowdown have driven intense trading in SOXS, which provides inverse leveraged exposure to the sector. Traders disagree on whether the chip selloff has further to run or a rebound is taking hold, while many caution that SOXSs daily leverage and volatility make it prone to decay when held.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

TeraWulfs Q3 results and upbeat management outlook are driving attention, with traders highlighting rising high-performance-computing lease revenue and Googles credit support for financing tied to its Anthropic data-center lease. Bulls see evidence the AI infrastructure buildout is progressing, while skeptics point to heavy spending, debt and execution risks, and question why the shares have not held stronger gains.

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Bearish Sentiment

Hold rates steady

Cut 25 bps

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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? 
 
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