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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 steep selloff is fueling debate over its debt load, high financing costs and ability to fund AI-infrastructure expansion; bearish traders see refinancing and dilution risks, while bullish traders point to contracted demand and continued AI growth. Goldmans Buy upgrade and ARKs purchases have not eased the communitys concern about the financing outlook.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJTs steep decline to fresh lows is being linked by traders to Trumps falling approval and approaching midterms, with many expressing concern that weakening political support is hurting the stocks sentiment-driven appeal. Some see the selloff as a buying opportunity, but bearish reactions dominate.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Ciphers sharp selloff is being tied mainly to its convertible-note financing and the resulting dilution and debt concerns, alongside a broader retreat in AI data-center and neocloud stocks amid scrutiny of financing costs. Traders are frustrated with management and fear further downside, while some argue the financing overhang is easing and continue to cite long-term AI-hosting demand as a reason to buy the dip.

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 upcoming Q3 earnings report is the main focus, with traders debating whether slowing growth and engagement concerns will weigh on results and guidance. Views are split: some expect further downside, while others see pessimism and recent cost and content-leadership changes as reasons for optimism.

SK hynix, Inc. engages in the design, manufacture, and sale of semiconductor products. Its products include dynamic random access memory, not-AND flash memory, and multi-chip package. The company was founded on October 15, 1949 and is headquartered in Icheon, South Korea.

SK Hynix Inc - ADR

SK Hynix is drawing attention after a steep selloff in memory stocks, amid weakness in South Koreas market and concerns about Chinese competitor CXMT, AI spending and memory-cycle normalization. Traders are divided between viewing the decline and rebound as a buying opportunity given the companys fundamentals and valuation, and expecting more downside from foreign selling and continued sector pressure.

United Airlines Holdings, Inc. is a holding company, which engages in the provision of transportation services. It operates through the following geographical segments: Domestic, Atlantic, Pacific, and Latin America. The company was founded on December 30, 1968 and is headquartered in Chicago, IL.

United Airlines Holdings Inc

Attention centers on Uniteds upcoming quarterly results after a sharp recent selloff, with traders debating whether demand and guidance can offset elevated fuel costs. A separate wave of criticism over CEO Scott Kirbys inheritance-tax remarks has prompted boycott and sell calls, though any business or market impact remains speculative.

Kratos Defense & Security Solutions, Inc. engages in the provision of mission critical products, services and solutions for United States national security priorities. It operates through the Kratos Government Solutions (KGS) and Unmanned Systems (US) segments. The KGS segment consists of an aggregation of KGS operating segments, including microwave electronic products, space, satellite and cyber, training solutions. The US segment refers to the unmanned aerial, unmanned ground, unmanned seaborne and related command, control and communications system businesses. The company was founded on December 19, 1994, and is headquartered in Round Rock, TX.

Kratos Defense & Security Solutions Inc

KTOS is drawing attention for its prolonged selloff and repeated lows, despite defense-contract news and bullish analyst coverage. Traders debate whether the decline reflects sector pressure and an expensive valuation, alongside dilution and insider-sale concerns, or creates an opportunity based on Kratoss longer-term drone and defense growth prospects.

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

Direxion Daily Semiconductor Bull 3X Shares

A steep semiconductor selloff, amid concerns about AI spending, financing risks, and whether chip demand can justify the investment boom, has driven attention to SOXL; the funds sharp rebound has sparked a divide between dip buyers expecting a recovery and traders who see a temporary bounce before further declines. The leveraged ETF amplifies the sectors swings, and traders are watching upcoming earnings and spending commentary for evidence that AI demand remains robust.

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

Ahead of SpaceXs Q3 report, traders are focused on whether AI-compute investment can drive revenue growth and profitability; optimism about AI and Starlink expansion is countered by concerns about heavy spending and upcoming share unlocks. Musks pledge to give a SpaceX share to every U.S. child is also drawing attention, though implementation details remain unclear.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

A rebound in semiconductor stocks has lifted SOXX after a prolonged selloff, but traders remain divided on whether it signals stabilization or a temporary bounce. The debate centers on persistent AI-demand optimism versus concerns about spending returns, financing stress and the sectors steep decline.

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Nvidia CEO Commits To Trump Policy Support, Reveals Strategy To Offset Tariff Challenges: Retail Stays Bullish

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Trump eyes 60% or higher tariffs on Chinese goods but economists think a blanket 40% rate looks likely.


Direxion Shares ETF Trust - Direxion Daily NVDA Bull 2X ETF

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Nvidia Corp. ($NVDA) shares fell in Thursday’s premarket session as&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/snowflake-q3-2025-earnings-beat-estimates/cJITVQNRXi">traders looked past the quarterly beat</a> and expressed disappointment over the running quarter’s guidance.&nbsp;On the earnings&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.fool.com/earnings/call-transcripts/2024/11/20/nvidia-nvda-q3-2025-earnings-call-transcript/">call,</a> Jensen Huang, President and CEO of the artificial intelligence (AI)&nbsp;chip maker, weighed in on the proposed tariff policy of the incoming administration under President-elect Donald Trump.During his campaign, Trump&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2024/02/04/trump-floats-more-than-60percent-tariffs-on-chinese-imports.html">threatened</a> to&nbsp;impose 60% or higher tariffs on Chinese goods if he were to be elected.The results of a Reuters poll of economists published on Wednesday showed that Trump would start off by imposing a blanket 40% tariff on goods imported from China. This is sharply higher than the 7.5%-25% rate he levied while he was in office between 2017 and 2020.The poll respondents, which includes economists from in and outside of mainland China, said a 60% tariff as early 2025 is unlikely as it would reignite inflationary pressure in the U.S., the report said.A radical measure such as this could trigger retaliation by China and precipitate into a trade war between the world largest and second-largest economies.Huang was asked about how the proposed tariffs would impact Nvidia’s China business.The executive said Nvidia would support the administration in whatever it decides. "And that’s our - the highest mandate," he said. "And then after that, do the best we can and just as we always do," he added.Outlining the three things the company would do simultaneously, Huang said it would comply with any regulation fully, support its customers to the best of its abilities and also compete in the marketplace.Nvidia is facing the brunt of the Joe Biden administration’s decision to ban the export of high-performance chips to China. To offset any potential negative impact from the move, the company developed export-compliant Hopper products.&nbsp;On the earnings call, CFO Colette Kress said China data center revenue increased sequentially in the third quarter due to the shipments of these export-compliant products. That said, China’s contribution to data center revenue remained well below the levels that prevailed ahead of the export controls, she added.The 10-Q report filed with the SEC showed that China, including Hong Kong, contributed $5.42 billion or 15.5% to Nvidia's total revenue of $35.08 billion. The region witnessed roughly 34% YoY growth.<figure class="image"><a href="https://stocktwits.com/symbol/NVDA"><img style="aspect-ratio:632/137;" src="https://st-everywhere-cms-prod.s3.us-east-1.amazonaws.com/nvda_sentiment_c652a41da2.png" alt="nvda-sentiment.png" width="632" height="137"></a><figcaption>NVDA sentiment and message volume November 21, 2024, premarket as of 7:57 am ET | Source:&nbsp;Stocktwits</figcaption></figure>On Stocktwits, sentiment toward Nvidia stock stayed ‘extremely bullish’ (80/100), with message&nbsp; volume ‘extremely high.’In Thursday’s premarket session, as of 7:57 am ET, the stock clawed back early losses and was down merely 0.86% at $144.64.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/snowflake-q3-2025-earnings-beat-estimates/cJITVQNRXi">Snowflake Stock Jumps Over 21% In Premarket Following Beat-and-Raise Q3: Retail Braces For ‘Parabolic’ Run</a>

China, including Hong Kong, contributed $5.42 billion or 15.5% to the total revenue of $35.08 billion.

Trump eyes 60% or higher tariffs on Chinese goods but economists think a blanket 40% rate looks likely.

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