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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

A quarterly earnings beat, rapid growth in AI-compute revenue and an aggressive expansion outlook are driving attention, alongside preliminary discussions of a possible Tesla merger. Many traders are bullish on the growth story and anticipate further gains, while skeptics question the valuation, heavy spending and credibility of Musks ambitious forecasts.

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 preliminary update sharply raised its quarterly revenue and gross-margin outlook on stronger AI platform demand, driving a strong after-hours rally. Traders largely welcomed the results as evidence of improving business momentum and a possible short squeeze, while some questioned whether the gains would hold given the companys history of volatility and execution concerns.

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 quarterly earnings beat expectations, but a softer fourth-quarter outlook, slowing revenue growth, and a reduced advertising forecast have driven a sharp selloff. Traders are split between buying the dip on the companys profitability and buybacks, and warning that weaker growth and streaming competition could keep pressure on the shares.

GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the following segments: Commercial Engines and Services, Defense and Propulsion Technologies, and Corporate and Other. The Commercial Engines and Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense and Propulsion Technologies segment offers defense engines and critical aircraft systems. The Corporate and Other segment relates to corporate functions and operations costs. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

GE Aerospace

GE Aerospaces strong quarterly results and raised outlook are being overshadowed by a sharp selloff, extending traders frustration that earnings beats have not translated into gains. The debate centers on whether the decline is profit-taking and high expectations or reflects real concerns about cash flow, rising costs, supply constraints, and an insurance loss.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

CELHs move toward and briefly above the $30 level has traders focused on whether the stock can sustain a technical breakout, with some pointing to higher volume and others expecting another rejection. Pepsi buyout talk and hopes around earnings appear in the discussion, but remain speculation rather than a confirmed catalyst.

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

Intuitive Surgicals Q3 earnings beat was followed by a sharp selloff, as traders focused on slower procedure growth, a cautious outlook and planned da Vinci pricing cuts, alongside a one-time antitrust settlement. Some investors view the reaction as excessive given continued business growth, while others see the growth and pricing pressures as reasons for caution.

Disc Medicine, Inc. is a clinical-stage biopharmaceutical company, which engages in the discovery, development, and commercialization of treatments for hematologic diseases. It assembles a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, specifically heme biosynthesis and iron homeostasis. The company was founded in October 2017 and is headquartered in Watertown, MA.

Disc Medicine Inc

Disc Medicine shares drew attention after bitopertin met all primary and secondary endpoints in the Phase 3 APOLLO trial, supporting a planned FDA resubmission. Traders are now debating the dilutive effect of the upsized public offering, priced below the recent trading level, against the added funding for development and potential commercialization.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Research is in focus ahead of its quarterly earnings report, with traders watching guidance and semiconductor-equipment demand amid a sharp pullback. The debate is split between buyers treating weakness and support levels as an opportunity and bears concerned about further sector pressure and high expectations.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS is drawing attention as traders anticipate the Phase 3 REGAL AML trial reaching its 80-event final-analysis trigger; the last disclosed count was 78, and traders are also watching for SLS009 updates. Some interpret the CEOs next chapter remarks and the companys ASH presence as possible buyout or partnership clues, while skeptics note there is no confirmed deal or trial result and view the rally as speculative.

Fabrinet engages in the provision of optical packaging and precision optical, electro-mechanical, and electronic manufacturing services to original equipment manufacturers (OEMs). The firm's services include process design and engineering, advanced optical packaging, printed circuit board assembly and test, new product introduction, supply chain and inventory management, and customized glass and crystal optics fabrication. The company was founded by David Thomas Mitchell on August 12, 1999 and is headquartered in George Town, Cayman Islands.

Fabrinet

Fabrinets sharp selloff despite an earnings beat and upbeat outlook is driving discussion, with traders pointing to weak free cash flow, heavy investment and working-capital needs as possible concerns. Others see the drop as an overreaction, citing continued AI data-center and optical-connectivity demand and debating whether the stock is oversold.

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AMD CEO Lisa Su Sees AI Inference Boom Fueling $1.5T Demand By 2030: 'About 60% Of The Market Going Forward' 

Equity

AMD is scaling its AI hardware business as inference and AI agents boost computing needs. 


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IGV's sharp rebound signals the SaaSpocalypse is almost over, as AI adoption and strong software earnings revive the sector's recovery.

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Advanced Micro Devices' strong earnings outlook and AI growth keep investors interested, while SOXX, GAMR and IGPT offer diversified exposure to its upside.

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Should You Invest in the Invesco AI and Next Gen Software ETF (IGPT)?

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NVIDIA Raises the Bar on AI Growth: AI ETFs to Win

NVIDIA's 70% growth outlook reinforces the AI boom, benefiting ETFs targeting generative AI, quantum computing, robotics and next-gen software.

Invesco Exchange-Traded Fund Trust - Invesco AI and Next Gen Software ETF

Bullish Sentiment

<ul class="summary-bullets"><li>AMD CEO Lisa Su said AI inference and agentic workloads are driving demand for AI infrastructure.&nbsp;</li><li>She expects CPU demand could grow 50% annually to exceed $200 billion by 2030.&nbsp;</li><li>AMD has begun shipping its Helios AI racks to major customers, including Meta, Microsoft, OpenAI, Oracle and Anthropic.&nbsp;</li></ul><p>Advanced Micro Devices (AMD) CEO Lisa Su sees AI inference driving the next wave of growth, with the data center AI accelerator market potentially reaching $1.5 trillion by 2030. Speaking at the 2026 OCP Global Summit, Su said inference could account for about 60% of the AI market as agentic workloads bring demand for computing power.</p><h2 class="st-heading-2">AMD CEO Says AI Infrastructure Market Set For Major Growth</h2><p>Advanced Micro Devices is expanding its AI infrastructure lineup as demand shifts toward systems that can run AI applications at scale. Su highlighted the company’s Helios and Helion rack systems, growing demand for processors, and the development of a new EPYC chip.</p><p>“This year is really the year of inference. This is the year where we believe inference is now about 60% of the market going forward. And it's not just inference. It's really the agentic workloads that have really taken off.”</p><p>Su said AMD expects the market for data center AI accelerators to approach $1.5 trillion by 2030. She also pointed to a sharp increase in demand for central processing units (CPUs), driven in part by AI agents that can carry out tasks with limited human involvement.</p><p>“We have actually raised the TAM on this three times in the last nine months because we've seen that much growth in the overall CPU demand, which we now believe will grow at approximately 50% CAGR over the next four or five years to over a $200 billion TAM by the time you get to 2030.”</p><p><a href="https://stocktwits.com/symbol/AMD">Advanced Micro Devices stock</a> traded over 1% lower in Tuesday’s premarket.&nbsp;</p><h2 class="st-heading-2">AMD’s Helios AI Rack Enters Production</h2><p>AMD's Helios rack-scale system, introduced in July, began production shipments in September. Su said initial systems have reached major customers, including Meta Platforms (META), Microsoft (MSFT), OpenAI, Oracle (ORCL) and Anthropic. Production is expected to increase through the fourth quarter and into the first half of 2027.</p><p>Developed with Meta, Helios follows Open Compute Project standards and combines 72 GPUs into a single accelerator system. The rack contains more than 18,000 GPU compute units and 4,600 Zen 6 CPU cores. AMD estimates that the platform can deliver 30% more tokens per dollar, a measure of AI processing value relative to cost.</p><p>“Helios is absolutely the most sophisticated and complex system that we've built at AMD together with our partners.”</p><h2 class="st-heading-2">AMD’s Helion Targets AI Agents And Enterprise Workloads</h2><p>AMD also introduced Helion, a rack system designed for agentic AI workloads. The company said the system can support more than 32,000 Zen 6 cores and up to 32 Instinct MI350P GPUs. It supports liquid or air cooling and uses a standard 21-inch rack design.</p><p>The system is intended to help data center operators match computing resources to different tasks, from everyday personal assistants to enterprise applications and demanding technical workloads. Su also presented EPYC Verano, a server processor based on AMD's Venice CPU core family. Designed to reduce system power consumption, the chip features six core-complex dies and up to 192 CPU cores, along with improved bandwidth between CPUs and GPUs.</p><h2 class="st-heading-2">AMD Stock: Retail View&nbsp;</h2><p>However, on Stocktwits, retail sentiment around the stock slipped to ‘bearish’ from ‘neutral’ the previous day.&nbsp;</p><p>AMD stock has gained over 177% year-to-date.&nbsp;</p><p>Also see:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/fslr-stock-slips-overnight-first-solar-s-ai-power-demand-opportunity-faces-tax-credit-test-says-analyst/cZxBBSWRBoQ">FSLR Stock Slips Overnight: First Solar's AI Power Demand Opportunity Faces Tax Credit Test, Says Analyst</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

AMD Chair and CEO Dr. Lisa Su delivers a keynote address at CES 2023 at The Venetian Las Vegas on January 04, 2023

Advanced Micro Devices (AMD) CEO Lisa Su sees AI inference driving the next wave of growth, with the data center AI accelerator market potentially reaching $1.5 trillion by 2030. Speaking at the 2026 OCP Global Summit, Su said inference could account for 

AMD CEO Lisa Su Sees AI Inference Boom Fueling $1.5T Demand By 2030: 'About 60% Of The Market Going Forward'

Advanced Micro Devices Inc

Invesco AI and Next Gen Software ETF

iShares Semiconductor ETF

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.

Current Price	$91.19
Prev Close	$90.96
Open	$89.89
Dividend Yield	N/A
50-Day Moving Average	$96.13
Beta	N/A
Avg. Volume	142,546.57
PE Ratio	N/A

52-Week High	$109.32
52-Week Low	$53.27
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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