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Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs earnings beat was overshadowed by a softer fourth-quarter outlook and a reduced advertising forecast, renewing concerns about slowing growth and prompting analyst downgrades. Traders are divided between viewing the selloff as an overreaction and expecting further weakness amid content and competition concerns.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Strong Q3 results, including a return to profitability and rapid AI-compute growth, have prompted a sharp rally and a wave of analyst price-target increases. Bulls see the results as evidence of expanding demand, while skeptics point to heavy capital spending and scheduled share unlocks as risks of overvaluation and added selling pressure.

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class C

Alphabets selloff ahead of earnings has traders focused on AI spending and whether Cloud and AI growth can justify the investment; claims that capital spending may double remain speculation. Dip buyers point to the companys AI and Cloud position, while bears worry about weak returns on spending, pressure on Search, and further downside.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment includes To-Home businesses, which include Ele.me, local services and delivery platforms, and Taoxianda, and To-Destination segment businesses, which include Amap, the provider of mobile digital maps, navigation and real-time traffic information, and restaurant and local services guide platforms. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solutions. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibabas pullback amid weakness across Chinese equities is driving discussion, with traders pointing to pressure on Hong Kong tech and uncertainty over Beijing support rather than a clear company-specific catalyst. Bears see a persistent China-related value trap, while bulls argue the decline is overdone and look for signs of support and a rebound.

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 sharply raised preliminary revenue and gross-margin outlook, attributed to strong AI-server demand, is driving the rally. Many traders see the update as a bullish turnaround and discuss short-covering, while others question whether gains will hold and whether margins, cash flow, and execution can sustain the growth.

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

SanDisk is drawing attention amid sharp swings in memory and semiconductor stocks after a steep pullback, with traders debating whether concerns about AI spending and Chinese competitor CXMT are overstated and whether the rebound can hold ahead of earnings. Bulls cite AI-driven memory demand and anticipate strong results, while bears point to cyclicality, selling pressure, and the risk of further declines.

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 caught in the AI neocloud selloff as investors focus on financing risks at CoreWeave and Piper Sandler lowered its view of the sector. Bulls counter that compute demand remains strong and cite Nebiuss CRO saying customer prepayments and its funding mix make it less exposed to debt concerns, while traders also point to SpaceXs demand commentary as support for the AI infrastructure thesis.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabet shares are drawing attention for a sharp selloff and weak technical action ahead of earnings, with traders debating whether broad market pressure or concerns about AI and data-center spending are weighing on the stock. The community is split between seeing the decline as a buying opportunity and warning that further weakness could follow if earnings fail to reassure investors about cloud growth and spending returns.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

Despite a quarterly earnings beat, shares are under pressure as traders focus on the antitrust settlement charge and narrower da Vinci procedure-growth outlook, alongside planned instrument pricing reductions. The community is split between viewing the growth and selloff as overdone and seeing the outlook and pricing changes as reasons for caution.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics is drawing attention around clinical data presented at the MS conference, particularly early azer-cel results in progressive MS showing encouraging safety and disability signals, alongside long-term BRIUMVI and dosing updates. Traders see potential pipeline and commercial upside, but some are frustrated by the muted share-price reaction and emphasize that the azer-cel findings come from a small, uncontrolled study.

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Extremely Bullish Sentiment

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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