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CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves selloff amid weakness in AI-infrastructure stocks has put its heavy debt burden, financing costs and insider selling at the center of the debate; a Goldman Sachs upgrade and reported ARK buying have not eased the concern for many traders. Bears warn of dilution or default, while bulls point to contracted AI-compute demand and see buying opportunities, leaving the stocks support levels in sharp focus.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras steep post-IPO selloff is dominating discussion, with traders citing successive share unlocks and insider selling, a TD Cowen price-target cut, and concerns about OpenAI customer concentration and the companys ability to scale. Sentiment is largely bearish, though some investors view the decline as oversold and are averaging down.

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

Broadcom is caught in a semiconductor selloff as traders question the returns and financing behind AI infrastructure spending, with CEO Hock Tans warning that some AI investing resembles gambling adding to concerns. Bears see his comments and AI-credit risks as reasons for continued weakness, while bulls argue demand and Broadcoms fundamentals remain intact and view the decline as a buying opportunity.

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

SPY is drawing attention as the S&P 500 rebounds after a tech-led selloff, with investors watching upcoming major-company earnings for signs the recovery can hold. Traders are split between viewing the move as a relief bounce and expecting further downside, amid concerns about AI spending and debt, oil prices, and weak market breadth.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracle is drawing attention over concerns that its debt-funded AI data-center expansion, heavy capital spending and weak free cash flow could strain its credit profile, amid broader doubts about AI infrastructure financing and demand. Many traders remain bearish after the selloff, while others argue Oracles cloud business and backlog can eventually generate returns; speculation about financing arrangements and an upcoming investor event also appears.

Silicon Motion Technology Corp. engages in the development, manufacture, and supply of semiconductor products for the electronics market. The firm’s products include Flash Controllers, Storage Solutions, and others. It offers embedded and expandable storage, radio frequency integrated circuits, and embedded graphics. The company was founded by Wallace C. Kou in November 1995 and is headquartered in Hong Kong.

Silicon Motion Technology Corp - ADR

Silicon Motion Technology Corp.

SIMO is drawing attention for its growth in AI and data-center storage, particularly boot-drive shipments and MonTitan enterprise SSD controllers, alongside strong results and an upbeat outlook. Many traders see room for further growth, while others point to sharp share-price swings, technical weakness and dilution concerns tied to convertible notes.

UnitedHealth Group, Inc. engages in the provision of health care coverage, software, and data consultancy services. It operates through the following segments: UnitedHealthcare, OptumHealth, OptumInsight, and OptumRx. The UnitedHealthcare segment utilizes Optum's capabilities to help coordinate patient care, improve affordability of medical care, analyze cost trends, manage pharmacy benefits, work with care providers more effectively, and create a simpler consumer experience. The OptumHealth segment provides health and wellness care, serving the broad health care marketplace including payers, care providers, employers, government, life sciences companies, and consumers. The OptumInsight segment focuses on data and analytics, technology, and information to help major participants in the healthcare industry. The OptumRx segment offers pharmacy care services. The company was founded by Richard T. Burke in January 1977 and is headquartered in Eden Prairie, MN.

Unitedhealth Group Inc

UnitedHealths third-quarter earnings beat and raised full-year outlook, supported by improved medical-cost control, are driving attention. Traders are split between viewing the results as evidence of a turnaround and questioning whether the margin improvement will last, while many reacted to the stocks volatile, initially muted response to the report.

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 drawing attention after a steep AI-infrastructure selloff tied to concerns about neocloud financing, debt, and whether massive data-center spending will earn adequate returns, followed by a volatile rebound. Traders are split between viewing the decline as an oversold buying opportunityoften arguing NBIS is better positioned than CoreWeaveand expecting rallies to fade as sector and market uncertainty persists.

Aventus Network

AVT is drawing attention as traders watch a volatile, thinly traded rebound for a breakout, focusing on trading volume and resistance levels. Aventus Clouds decentralized-compute and enterprise-appchain updates provide a bullish project narrative, but traders remain divided over whether momentum can persist amid low liquidity and selling pressure.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A tech-led relief rally after a sharp AI-related selloff has put QQQ in focus, with traders debating whether the volatile rebound signals recovery or is a temporary bounce. Upcoming megacap earnings are a key test, while concerns about AI infrastructure spending and weak market breadth sustain bearish views.

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NVIDIA Falls on Data Center Misses: Buy the Dip with ETFs?

NVDA's Q2 beat was marred by a data center revenue miss, but ETFs like SMH and SHOC could help investors play its AI-driven growth, with lesser risks.

OpenAI raises $8.3 billion at $300 billion valuation, exceeding target - NYT

Investing.com -- OpenAI has secured $8.3 billion in funding at a $300 billion valuation, exceeding its target and completing the fundraising months ahead of schedule, according to the  New York Times  (NYSE:NYT) DealBook Newsletter.

U.S. tech names no longer behaving as a "homogeneous block," BCA Research says

Investing.com - A recent rally in tech stocks is becoming increasingly polarized, with names like Nvidia (NASDAQ:NVDA) and Microsoft (NASDAQ:MSFT) outpacing even its "Magnificent Seven" mega-cap peers such as Apple (NASDAQ:AAPL), according to analysts at BCA Research.

Nvidia orders 300,000 H20 chips as China demand surges, Reuters reports

Investing.com-- Nvidia (NASDAQ:NVDA) has placed fresh orders for 300,000 of its H20 AI chips with contract manufacturer Taiwan Semiconductor Manufacturing Co (TSMC) (TW:2330) amid rising demand from China, Reuters reported on Tuesday, citing unnamed sources.

Nvidia’s H20 stockpile won’t meet accelerating China demand: Jefferies

Investing.com -- Nvidia’s inventory of H20 AI chips is unlikely to satisfy surging demand in China following a temporary lift of U.S. export restrictions, according to Jefferies.

Trump’s ’big beautiful bill’ to boost big tech’s cash bonanza, AI dominance: MS

Investing.com -- President Trump’s One Big Beautiful Bill may be pitched as a game-changer for America’s future, but Morgan Stanley analysts believe the real impact is a windfall for Big Tech—delivering a powerful, cash-rich boost to the biggest names in AI, helping them dominate the future of AI. 

GraniteShares ETF Trust - GraniteShares 2x Long NVDA Daily ETF

'Over-Achiever' Nvidia Warms Sell-Side, Retail As Bullish Analyst Says Path For $4 Trillion Market Cap Laid Out

Equity

Bullish Sentiment

Nvidia Corp. ($NVDA) shares alternated between gains and losses as traders reacted to the artificial intelligence chip maker’s fiscal year 2025 third-quarter results released late-Wednesday.The market may have become skeptical regarding Nvidia following the results but sell-side analysts are unanimously positive about the near- and medium-term outlook.A slew of analysts upped their price targets for the stock,&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://thefly.com/news.php?symbol=NVDA">according</a> to the Fly. Goldman Sachs, Barclays, JPMorgan, Needham and Wedbush hiked their respective price targets by $15 each.&nbsp;Uniquely Positioned:&nbsp;Nvidia is uniquely positioned in the next wave of artificial intelligence (AI), namely enterprise, in NeMo, which enables enterprise-level customization, and NIM micro-service offerings, said Baird analyst Tristan Gerra.Industrial AI in the form of Omniverse, is also part of the next-wave of applications, he added.Baird’s industry conversation echoed Nvidia’s sentiment that no severe issue such as overheating is impacting Blackwell demand."No demand slowdown in sight, as Nvidia expects worldwide data center 'modernization' from coding to generating AI to be ongoing over the next five years," the firm said.Delving into the soft gross margin guidance, Gerra said the 12-month new AI product cadence has a slight compression effect on gross margin but it would help maintain Nvidia's AI market share above prior expectations and above 75%.Gerra reiterated an “Outperform” rating and lifted the price target for the stock from $150 to $95.Steep Blackwell Ramp In The Cards: Morgan Stanley analyst Joseph Moore said the September quarter proved to be a transitional period . "All indications continue to be that there will be a strong Blackwell ramp, though supply will be the limiter for Blackwell through CY25," he said.Moore maintained an “Overweight” rating and raised the stock price target from $160 to $168. Nvidia is Morgan Stanley’s top semiconductor picks, due to strong visibility into the Blackwell ramp and high conviction relative to peers."On peak earnings power we still see the stock as less expensive than other AI beneficiaries, while everything else in semis continues to suffer from cyclical pressures," the analyst said.Over Achievement Continues: Daiwa Capital Markets’ Louis Miscioscia said Nvidia’s “over achievement” continues even as the Street estimates continue to go higher. The analyst said his impression is “positive.”He attributed the post-earnings sell-off to "high expectations," and previous stock price appreciation. "AI is big and could be bigger than world changing events like the PC, smartphone, Internet, etc," he said.Daiwa rates Nvidia an "Outperform."Another Earnings Performance For The Ages: Wedbush analyst Daniel Ives said he would characterize the results as "another earnings press release from Nvidia that should be framed and hung in the Louvre given these eye popping results and unprecedented growth from the Godfather of AI Jensen [Huang] and Nvidia."Calling Blackwell, as the "LeBron of chip releases," the analyst said the AI chip appears to be ramping even faster than expected.Ives called the guidance “conservative.”&nbsp;“We believe the path to $4 trillion market cap and beyond is now laid out by Nvidia and this is bullish for the broader tech rally into year-end and 2025,” he said.<figure class="image"><a href="https://stocktwits.com/symbol/NVDA"><img style="aspect-ratio:637/128;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/nvda_sentiment_7e97a50cf0.png" alt="nvda-sentiment.png" width="637" height="128"></a><figcaption>NVDA sentiment and message volume November 21, 2024, as of 2:40 pm ET | Source:&nbsp;Stocktwits</figcaption></figure>The retail crowd is firmly behind Nvidia. On Stocktwits, the sentiment meter was ‘extremely bullish’ (87/100), accompanied by ‘extremely high’ message volume.A retail&nbsp;watcher highlighted Huang’s statement on the earnings call in which he said, “we are not just creating a new piece of software, we are creating a new industry.”<stembedurl>https://stocktwits.com/Victhestick/message/593566048</stembedurl>Another said once the stock crosses the $150 threshold, it could be upward and onward. “It’s a race to $200,” the user said.<stembedurl>https://stocktwits.com/investoparker/message/593567033</stembedurl>As of 2:40 pm ET, Nvidia shares rose 1.38% to $147.91.For updates and corrections email <a target="_blank" rel="noopener noreferrer nofollow" href="mailto:newsroom@stocktwits.com">newsroom@stocktwits.com</a>&nbsp;Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nio-traders-shrug-off-ratings-downgrade/cJITtQkRXV">Nio Stock Volatile As Chinese EV Maker Snags Downgrade After Q3 Results: Retail Mood Dampens</a>

All indications continue to be that there will be a strong Blackwell ramp, said an analyst. 

Nvidia is uniquely positioned to take advantage of the next wave of artificial intelligence, namely enterprise, said a bullish analyst.

GraniteShares 2x Long NVDA Daily ETF

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Current Price	$32.87
Prev Close	$31.98
Open	$33.15
Dividend Yield	N/A
50-Day Moving Average	$35.34
Beta	N/A
Avg. Volume	10.95M
PE Ratio	N/A

52-Week High	$43.27
52-Week Low	$21.54
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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