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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

Fears that Democratic control of Congress could bring tighter AI and data-center rules or delay U.S. buildouts are weighing on Nvidia and semiconductor shares, as traders question whether AI capital spending will slow. Bulls argue demand remains strong and projects can move to other regions, while skeptics see regulatory and spending uncertainty as a threat to the AI trade.

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

Democratic wins in key data-center states have fueled concerns that tighter permitting could slow AI infrastructure construction, weighing on Micron and other semiconductor stocks. Traders disagree on whether the risk threatens future memory demand and pricing or is an overreaction, with some also pointing to fears that the memory cycle is nearing a peak.

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. 

Fears that Democratic election gains could slow U.S. data-center permitting and AI infrastructure expansion dominate discussion around Nebiuss selloff. Bulls argue its global footprint and limited Texas exposure reduce the risk, while bears remain concerned about regulatory friction and delayed capacity across the neocloud sector.

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 selloff is being tied by traders to concerns that Democratic election gains could bring tighter oversight or delays for U.S. data-center construction, threatening the AI and memory growth outlook. The community is divided between expecting further declines amid uncertainty over the buildout and memory-cycle risks, and viewing the drop as an overreaction given strong earnings, constrained memory supply, and continued AI demand.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins stronger-than-expected Q3 results, upbeat Q4 outlook and expanded buyback fueled a sharp rally after a steep share-price decline. Bulls see the report as evidence the growth story remains intact and point to a possible short squeeze, while skeptics question the rallys durability amid concerns about slowing growth, costs and valuation.

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

Direxion Daily Semiconductor Bull 3X Shares

Fears that Democratic gains could bring tighter AI and data-center rules are driving discussion of the semiconductor selloff, with SOXLs 3 leverage amplifying the swings. Traders are divided between expecting further downside as the AI trade cools and viewing the drop as an overreaction and a dip-buying opportunity.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells proposed all-stock acquisition of Lumentum is dominating discussion as shares sell off, with traders citing dilution, the deals price and long approval process as risks. Some see the combination as a strategic expansion into optical connectivity for AI data centers, while broader concerns about semiconductor valuations and data-center investment add to the pressure.

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 strong earnings and raised outlook have been overshadowed by a sharp selloff, prompting traders to debate whether margin pressure, reliance on one major customer, and fears that election-driven data-center restrictions could slow AI infrastructure spending justify the reaction. Many bullish traders call the decline disconnected from the results, while others question the quality and durability of growth and cash generation.

Galaxy Digital, Inc. engages in digital assets and data center infrastructure, delivering solutions that accelerate progress in finance and artificial intelligence. It operates through the following segments: Digital Assets, Data Centers, and Treasury and Corporate. The digital assets segment offers institutional access to trading, advisory, asset management, staking, self-custody, and tokenization technology. The Data Centers segment competes with a range of infrastructure providers that are building or repurposing facilities to support the rapidly growing demand for AI and compute-intensive workloads. The Treasury and Corporate segment includes the company’s proprietary trading and mining activities, as well as the company’s principal investments and related gains and losses. The company was founded by Michael Novogratz in 2018 and is headquartered in New York, NY.

Galaxy Digital Inc. - Ordinary Shares - Class A

A steep selloff has focused attention on fears that Texass election results could create regulatory uncertainty for Galaxys data-center expansion, alongside frustration over the lack of a new Helios tenant announcement. Traders disagree on the impact: bears see risks to future growth and criticize management, while bulls argue existing power approvals and the companys recent results support the business despite the uncertainty.

Snap, Inc. is a technology company, which engages in the provision of a visual messaging application that was created to help people communicate through short videos and images. The company was founded by Frank Reginald Brown IV, Evan Thomas Spiegel, and Robert C. Murphy in 2010 and is headquartered in Santa Monica, CA.

Snap Inc - Ordinary Shares - Class A

Snap Inc

Snaps quarterly report is driving attention, with traders focused on daily active users and revenue falling short of expectations despite stronger profitability and a favorable next-quarter outlook. The selloff has prompted a split between critics worried about user and ad-growth weakness and bulls emphasizing improving cash generation and the companys turnaround progress.

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Trump’s Venezuela Oil Deal Sounds Huge, But It Won’t Slash Gas Prices Anytime Soon — Analyst Explains Why

Equity

Patrick De Haan, an analyst at GasBuddy, believes that even with the deal with Venezuela, oil and gas prices will take years to stabilize. 

President Trump Says Venezuela Oil Will Refill US Strategic Reserves Day After ‘Biggest Oil Deal In World History’

Delcy Rodríguez praised the agreement, saying it could raise oil production and support Venezuela’s economic recovery.

United States Brent Oil Fund LP - Units

Bearish Sentiment

<ul class="summary-bullets"><li>The analyst said it would take “billions of investment” to source the oil from Venezuela.</li><li>De Haan also pointed out that while Venezuela has vast proven oil reserves, the 65 billion refers to estimates, which is significantly different from actual oil reserves like the U.S. SPR.&nbsp;</li><li>The analyst also noted that at present, global oil refining capacity is constrained, and even with the additional oil, it won’t “translate the lower oil prices in lower fuel prices.”&nbsp;</li></ul>U.S. President Donald Trump is billing his administration's new agreement with Venezuela as the "BIGGEST OIL DEAL IN HISTORY,” struck with the same country where the U.S. intervened militarily and ousted Nicolás Maduro earlier this year.&nbsp;Trump said Venezuelan crude secured under the deal will replenish the U.S. Strategic Petroleum Reserve and lower gasoline prices for American consumers, a move political observers are reading as a pre-midterm affordability play ahead of November's elections. Analysts, however, are cautioning that any relief at the pump is unlikely to materialize anytime soon.<h2 class="st-heading-2">Strategic Petroleum Reserve Plunges To Multi-Year Lows</h2>The SPR plunged to a 44-year low this month, dropping below 300 million barrels for the first time since the 1980s, with reserves holding about 289.7 million barrels of crude oil at the end of August. Trump blamed former president Joe Biden for the plummet in reserves, noting that it “has been virtually emptied.”<figure class="image"><img src="https://news.stocktwits-cdn.com/zap_Ky_weekly_u_s_ending_stocks_of_crude_oil_in_spr_thousand_barrels_11e3f07644.png" alt="zapKy-weekly-u.s.-ending-stocks-of-crude-oil-in-spr-thousand-barrels-.png" width="1640" height="1040"></figure>Trump said that the “topping out” process under the deal with Venezuela would more than double American oil reserves and increase the country’s supply while substantially lowering gas prices for all Americans “long into the future.”<h2 class="st-heading-2">Why De Haan Thinks US-Venezuela Deal Won’t Alter Energy Prices Anytime Soon</h2>De Haan said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/GasBuddyGuy/status/2093673766375079942">post</a> on X that while “the hope of lower gas prices sounds promising,” he outlined three reasons why “nothing changes overnight or even in months.” The analyst said it would first take “billions of investment” to source oil from Venezuela. Trump had claimed in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://truthsocial.com/@realDonaldTrump/posts/117175567133618952">post</a> on Truth Social that the 65 billion barrels of crude oil reserves in Venezuela would be accessible to the U.S. “at no cost to the American Taxpayer.”De Haan also pointed out that while Venezuela has vast proven oil reserves, the 65 billion refers to estimates, which is significantly different from actual oil reserves like the U.S. SPR.&nbsp;“The 65 bil the prez refers to is what geologists estimate VZ *may* have, but drilling/pumping that oil will take a very long time- changes to fuel prices won’t happen overnight or even in months,” he said.&nbsp;The analyst also noted that at present, global oil refining capacity is constrained, and even with the additional oil, it won’t “translate the lower oil prices in lower fuel prices.” De Haan additionally questioned the validity of the deal, asking how the U.S. can “lay claim to a sovereign country’s natural resources.”Other analysts are questioning the legal and financial basis for U.S. government investment in Venezuelan resources under the South American’s country’s constitutional framework, per a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/energy/us-enters-into-oil-agreement-with-venezuela-trump-says-2026-08-28/">report</a>.<h2 class="st-heading-2">What Is the US-Venezuela Oil Deal?</h2>Trump said over the weekend that the U.S. had&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-venezuela-oil-refill-us-strategic-reserves/cZYwAeZRJr1">entered</a> into “THE BIGGEST OIL DEAL IN WORLD HISTORY” with Venezuela, whereby, through a partnership with private business, America has secured a majority control of the South American country’s 65 billion proven oil reserves.&nbsp; “This Historic Transaction MORE THAN DOUBLES American Oil Reserves, greatly increases our Oil Supply, and will substantially lower Gas Prices for all Americans, long into the future, while helping to continue to set Venezuela on a course toward Tremendous Success and Great Prosperity. This Transaction will greatly strengthen the already growing relationship between Venezuela and the United States!”Venezuelan interim President Delcy Rodriguez, who took over the&nbsp;reins of the country after U.S. special forces captured former President Nicolás Maduro earlier this year, said over the weekend that the country’s energy agreement with the U.S. will remain in effect for 25 years, with an initial goal of increasing crude production to more than 1.5 million barrels per day (bpd).Speaking on state broadcaster VTV, Rodriguez said the bilateral project covers the development of 17 strategic oilfields and would preserve Venezuela’s sovereignty over its natural resources. She stressed that the 1.5 million-bpd target applies specifically to the U.S.-Venezuela bilateral agreement.Rodriguez said the 1.5 million bpd figure is only an initial production target. The broader energy expansion plan also calls for developing eight greenfield oil blocks, alongside further investment across Venezuela’s energy sector.“The great energy agreement with the United States follows our path to transform Venezuela, from a country with great reserves, into an oil-producing power, for the benefit and happiness of the Venezuelan people,” Rodriguez said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/delcyrodriguezv/status/2093913564926906557">post</a> on X.&nbsp;Meanwhile, The Kobeissi Letter noted in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/KobeissiLetter/status/2093719268013625715">post</a> on X that at current WTI oil prices of about $83 a barrel, “those reserves have a gross market value of ~$5.4 trillion,” adding that the U.S. “will receive 55% effective output, along with an ownership stake and rights to purchase oil at cost. At 55%, that would correspond to ~35.8 billion barrels of effective output.”<h2 class="st-heading-2">Oil Prices Have Been Surging Amid The Ongoing U.S.-Iran War</h2>Since the war between the U.S. and Iran started in February earlier this year, a chokehold in the critical Strait of Hormuz has disrupted global energy supplies and sent oil prices soaring to near 2022 levels.&nbsp;Late Sunday, the U.S. attacked two Iranian rocket launchers at Larak Island in Iran in the Strait of Hormuz, the first known strikes since late July, re-escalating tensions between the two countries that are yet to negotiate a peace deal.&nbsp;"Looks like we are in another escalation phase. How long that lasts ​is impossible to determine. Could be days, could be weeks," IG market analyst Tony Sycamore reportedly&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/energy/oil-jumps-more-than-2-after-us-attack-irans-larak-island-2026-08-30/?utm_source=twitter&amp;utm_medium=Social">told</a> Reuters.&nbsp;At the time of writing, global oil prices were climbing higher.&nbsp;<a href="https://stocktwits.com/symbol/SC_F/fundamentals">Brent crude</a> futures expiring in November topped $90 a barrel and were up about 2.35% at the time of writing. Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/WS_F">WTI crude</a> futures expiring in October were trading at $85.10 per barrel.The&nbsp;<a href="https://stocktwits.com/symbol/USO">United States Oil Fund (USO)</a>, which tracks the daily price movements of West Texas Intermediate (WTI) light, sweet crude oil, has soared more than 58% since the end of February when the war began, while the&nbsp;<a href="https://stocktwits.com/symbol/UCO">ProShares Ultra Bloomberg Crude Oil (UCO)</a> is up nearly 67%.The&nbsp;<a href="https://stocktwits.com/symbol/BNO">United States Brent Oil Fund LP (BNO)</a>, an exchange-traded fund that tracks the price movements of Brent crude oil, has risen nearly 48% in the same time.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260831_094542887_7671920d53.png" alt="koyfin_20260831_094542887.png" width="2400" height="1500"></figure><h2 class="st-heading-2">USO, UCO, BNO: What’s Retail Saying?</h2>On Stocktwits, retail sentiment around USO, UCO and BNO stocks was ‘bearish’ at the time of writing.&nbsp;One user&nbsp;<a href="https://stocktwits.com/calio/message/663172265">said</a>, “$USO Trump’s Venezuela oil deal won’t solve the Iran-driven oil crisis in the short term because Venezuela lacks the infrastructure to rapidly increase production, and its heavy crude takes more effort to extract and process. Even a major Venezuelan production increase would take years and couldn’t quickly replace the millions of barrels disrupted by the Iran conflict. Its all smoke ans mirrors.”Another user&nbsp;<a href="https://stocktwits.com/MuffinKing/message/663215959">said</a>, “$USO that oil wont hit the market for 3-5 years. and will only be increasing the volume from 1.2 million to 3 million barrels per day. It's not that big of a deal Trump makes it out to be.”For updates and corrections, email newsroom[at]stocktwits[dot]com

An American flag is reflected off bulletproof glass as U.S. President Donald Trump watches the end of the NTT INDYCAR Series on August 23, 2026 in Washington, DC. (Photo by Mike Kropf/Getty Images)

Patrick De Haan, an analyst at GasBuddy, believes that even with the deal with Venezuela, oil and gas prices will take years to stabilize.

United States Commodity Funds LLC - United States Brent Crude Oil Fund

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🟢 $BNO 67C Jan 15 
 
💰 $445,000 premium 
💵 $0/contract 
📊 4.9x Vol/OI 
📍 Spot $66.25 
 
💰 Large premium | 🚨 Repeat sweep 
 
🌊 Dark Flow | Options Flow

dustlesspuma

$BNO welp! I was right that this would rise to 70 I just didn’t wait for it. Trump manipulated oil too much for me to want to take the risk but this was always going to happen. The reserves are low globally. Supply and demand 101. Thankfully I made my losses back elsewhere but feels good to know that I was right.

Aaron

Ticker SCAG news today: 
 
Scage Future Enters into Strategic Cooperation Agreement with China Huaye Group 
 
SCAG only 1.3 million shares float - Chinese - On watch. 
 
$BNO $SYK $JEPI $QNT $RKT 💛

Jason Vollmer

$BNO they say oil is down cause YSA attacked Irans island... 
 
Fork tongue stupid sacks of shit.

Mr.Appleseed

$BNO $BZ_F • ⚪ CONSOLIDATION SMC SETUP
🏛️ INSTITUTIONAL PRE-BELL ORDER FLOW

• Spot: 112.03 | ⚪ CONSOLIDATION
• Valuation: NEUTRAL
• Dealing Range: 96.56 ➔ 114.67
• Refined Demand (+OB): 101.02 – 101.13
• Overhead Supply (-OB): 114.43 – 114.44
• Buy-Side Liquidity (PDH): 116.11 [UNTOUCHED]
• Sell-Side Liquidity (PDL): 112.92 [SWEPT]
• Imbalance (50% CE): Balanced tape

Full algorithmic levels & execution rules on chart card.
#SmartMoneyConcepts #Trading #PriceAction #OrderFlow

Rajat Patel

$BNO $BZ_F • ⚪ CONSOLIDATION SMC SETUP
🏛️ INSTITUTIONAL PRE-BELL ORDER FLOW

• Spot: 110.33 | ⚪ CONSOLIDATION
• Valuation: NEUTRAL
• Dealing Range: 95.14 ➔ 114.67
• Refined Demand (+OB): 97.39 – 97.77
• Overhead Supply (-OB): 114.43 – 114.44
• Buy-Side Liquidity (PDH): 116.50 [UNTOUCHED]
• Sell-Side Liquidity (PDL): 113.28 [SWEPT]
• Imbalance (50% CE): Balanced tape

Full algorithmic levels & execution rules on chart card.
#SmartMoneyConcepts #Trading #PriceAction #OrderFlow

$BNO $BZ_F • ⚪ CONSOLIDATION SMC SETUP
🏛️ INSTITUTIONAL PRE-BELL ORDER FLOW

• Spot: 111.26 | ⚪ CONSOLIDATION
• Valuation: NEUTRAL
• Dealing Range: 95.14 ➔ 114.67
• Refined Demand (+OB): 97.39 – 97.77
• Overhead Supply (-OB): 114.43 – 114.44
• Buy-Side Liquidity (PDH): 116.93 [UNTOUCHED]
• Sell-Side Liquidity (PDL): 113.36 [SWEPT]
• Imbalance (50% CE): Balanced tape

Full algorithmic levels & execution rules on chart card.
#SmartMoneyConcepts #Trading #PriceAction #OrderFlow

$BNO fake peace deal … who believes this crap … oil is going to the moon this isn’t ending soon as all

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