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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

SpaceXs quarterly results beat expectations, with rapid AI/compute growth and expansion plans driving a rally; traders also focused on Musks ambitious revenue outlook and discussions of a potential Tesla merger. Bulls cited growth and AI demand, while skeptics questioned the valuation, heavy capital spending, and whether the projections are achievable; the merger remains exploratory.

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 first-quarter update sharply raised its revenue outlook and improved its gross-margin forecast, citing stronger AI-platform demand. Many traders view the update as a potential validation of growth and a reason for a re-rating, while others question whether the company can deliver consistently and whether the rally will hold.

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

A quarterly profit beat was overshadowed by softer forward guidance and a reduced advertising outlook amid slowing revenue growth, prompting a sharp selloff. Traders are divided between viewing the drop as overdone and buying the dip, and worrying that weaker ad execution, engagement concerns, and competition could keep growth under pressure.

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

Reported orders from ByteDance, Alibaba and Tencent for Nvidias export-compliant GPUs are drawing attention, though traders note that U.S. restrictions and limited supply may constrain deliveries. The muted share-price response has fueled debate over whether strong AI demand can outweigh concerns about spending, financing risks and recent weakness in chip stocks.

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 REGAL Phase 3 trial reaching its 80-event trigger for final analysis; the last disclosed count was 78. The rebound has fueled speculation about an imminent data update or buyout, amplified by the CEOs next chapter remarks and the companys planned ASH presence, while skeptics stress that no new results or deal have been confirmed.

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 a broad selloff in AI infrastructure and neocloud stocks, as traders worry about debt-funded expansion, financing costs, and whether demand can justify the buildout; weakness in CoreWeave and other peers is a frequent point of comparison. Bulls argue that strong compute demand and upcoming earnings could support a recovery, while others see the rebounds as temporary amid continued sector and market pressure.

TOSHI

TOSHI is drawing attention amid a rebound and increased trading activity, with traders watching a repeatedly tested resistance area and speculating about a breakout or short squeeze. Optimism over a possible move higher is countered by concerns that previous rallies have faded; talk of an upcoming announcement or listing remains unconfirmed.

Alaska Air Group, Inc. is a holding company, which engages in the provision of air transportation services. It operates through the following segments: Alaska Airlines, Hawaiian Airlines, and Regional. The Alaska Airlines segment includes scheduled air transportation on Alaska's Boeing and Airbus jet aircraft for passengers and cargo. The Hawaiian Airlines segment refers to scheduled air transportation on Hawaiian's Boeing and Airbus aircraft for passengers and cargo. The Regional segment consists of Horizon's and other third-party carriers’ scheduled air transportation on E175 aircraft for passengers under CPAs. The company was founded in 1985 and is headquartered in Seattle, WA.

Alaska Air Group Inc.

Alaska Airs quarterly results and outlook are driving discussion: revenue growth was offset by sharply higher fuel costs, a reported loss, and a weaker loss outlook. Traders are split between focusing on premium and loyalty growth and betting that easing oil prices could help, while others remain concerned about fuel pressure and near-term losses.

Redwire Corp. engages in the development and provision of space and defense technologies and mission-critical solutions for government, commercial, and civil customers. Its offerings include spacecraft platforms, space infrastructure, avionics, sensors and payloads, power generation systems, radio frequency systems, microgravity research and manufacturing technologies, autonomous systems, optical sensors, and digital engineering solutions. The company was founded in 2020 and is headquartered in Jacksonville, FL.

Redwire Corporation

Redwire Corp

Attention is centered on Redwires upcoming Q3 earnings, with traders watching support for a possible double bottom and looking for a catalyst to reverse recent weakness. Some expect a lift from strength in other space stocks, while others remain cautious about low volume and the stocks inability to hold gains.

MP Materials Corp. engages in the production and marketing of rare earth specialty materials. It operates through the following segments: Materials and Magnetics. The Materials segment focuses on the operation of Mountain Pass, which produces refined rare earth oxides and related products, as well as rare earth concentrate products. The Magnetics segment is involved in the operation of Independence Facility, where the company began production of magnetic precursor products. The company was founded by James Henry Litinsky and Michael Rosenthal in 2017 and is headquartered in Las Vegas, NV.

MP Materials Corporation

MP is being discussed amid a broad rare-earth sector selloff and uncertainty over U.S.China negotiations and Chinese rare-earth shipments. Traders are split between near-term concerns about continued weakness and the longer-term case for U.S. supply-chain independence, government backing, and MPs magnet-production ramp.

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The decline appears tied to a rebound in semiconductor shares, with traders focusing on renewed optimism about AI-compute demand. Community discussion cited reported Anthropic spending plans and Super Micros raised guidance, though these catalysts are not verified by the listed articles.

2 ETFs to Watch for Outsized Volume in Semiconductor Trading

SOXS and SOXL see trading volumes surge to 1.53 and 1.48 times their averages, respectively, as semiconductor ETFs post sharply divergent daily moves. 

SKHY Stock Slides Premarket: Retail Eyes Buying Opportunity As Rival Micron’s Taiwan Strike Plan Adds Uncertainty To Memory Trade

Equity

Taiwan is a major DRAM and HBM manufacturing hub for Micron, which employs about 15,000 people there.

AVGO Stock Edges Up Overnight After 10-Year Docomo Deal, But Retail Stays On Edge Over CEO’s AI ‘Casino’ Remarks 

CEO Hock Tan’s AI “casino” remarks and warning about capital constraints are still worrying retail traders.

Michael Burry Says Trump Will ‘Pull Out All The Stops’ For AI — ‘Dean Of Valuation’ Holds 5 Mag Seven Stocks, Adds Cash

Burry says the Fed has “fewer arrows” and warns Wall Street’s machinery could bring markets down quickly.

SOXX Posts Worst Quarter In Over A Year — Michael Burry Cites An 1880 Story To Flag AI’s ‘Power-Hungry’ Chip Race 

Burry cited an 1880 account of reasoning before written language to challenge whether language models can achieve genuine understanding.

INTC, SKHY Stocks Jump Overnight: Intel’s Delayed Ohio Megafab Could Make SK Hynix’s First US Memory Chips 

Options include leasing part of Intel’s delayed Ohio campus or forming a venture with major cloud companies.

Nvidia’s Monster Quarter Wins Praise From Elon Musk, ‘Big Short’ Investor And Ex-Trump Adviser As AI Bears Get ‘Shredded’ 

Steve Eisman said “the AI story goes on,” but identified OpenAI and Anthropic as its potential weak points.

Michael Burry Thanks Tech Columnist’s Praise For Making ‘A Killing’ On NVDA, MSFT Calls Into Earnings 

Burry’s Nvidia calls gained 50% to 60% in under a day after the stock rallied about 9%.

SPCX Stock Rises Overnight: Analyst Says Nvidia’s Results Reveal SpaceX’s Growing Hyperscaler Status 

Munster said SpaceX has effectively become a hyperscaler, citing 8 GW of AI capacity expected next year.

CRWV, NBIS, IREN Stocks Jump Overnight On Nvidia’s Blowout Q2 — But Palo Alto CEO Predicts Neocloud Price Crash Is Coming 

Nvidia is offering minimum revenue guarantees to help neoclouds secure financing, while gaining a share of rental revenue.

SOXS is the Direxion Daily Semiconductor Bear 3X ETF, a leveraged inverse fund designed to deliver approximately three times the opposite of the daily return of the NYSE Semiconductor Index. It generally rises when semiconductor stocks fall and falls sharply when they rise, making it a short-term tactical trading tool rather than a conventional long-term investment. Because it resets daily, compounding and volatility can cause its performance over periods longer than one day to differ substantially from simply −3× the index’s cumulative return; it is therefore high risk.

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

Neutral Sentiment

<ul class="summary-bullets"><li>Rival Micron’s Taoyuan union plans a Thursday strike over bonuses and profit sharing.</li><li>The walkout will coincide with mediation involving workers at Micron’s larger Taichung operation.</li><li>Rosenblatt called last week’s CXMT-driven memory-stock selloff “overblown,” disputing the near-term competitive threat.</li></ul>U.S.-listed shares of SK Hynix (SKHY) slid 4% in premarket trading on Tuesday, but retail bulls urged dip-buying as a union at rival Micron (MU) announced a Taiwan strike over employee bonuses and profit sharing.<a href="https://stocktwits.com/symbol/SKHY">SKHY stock</a> rallied 5% on Monday, ending a 10-session losing streak. Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/MU">MU</a> shares fell 2% premarket after gaining 3% in the previous session.<h2 class="st-heading-2">Micron Faces Taiwan Strike Over Profit Sharing</h2>Micron’s Taoyuan union plans to strike on Thursday as a separate union at the company’s larger Taichung operation meets management for mediation, Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/world-at-work/micron-union-taiwan-launch-strike-bonus-dispute-escalates-2026-10-20/">reported</a>.&nbsp;The dispute concerns employee bonuses and a permanent profit-sharing mechanism. Unions have sought quarterly bonuses in relation to 15% of operating profit. Micron announced record fiscal 2026 employee rewards in September, including a cash bonus of 1 million Taiwan dollars for Taiwan staff, but the dispute is still unresolved.&nbsp;After mediation failed last month, Taoyuan members authorized strike action earlier this month. The union said the Thursday walkout would support Taichung workers and pressure Micron to offer a concrete proposal. “Through our actions, we will make our dissatisfaction with the current system heard and demonstrate our determination to establish a fair profit-sharing system,” it said in a Monday statement.&nbsp;Taiwan houses major Micron DRAM and high-bandwidth memory operations. The company employs about 15,000 people there and says its investment on the island exceeds about $49 billion. At a new Taichung assembly and testing facility’s opening last week, Micron said the plant’s 2027 capacity was sold out. Taiwanese President Lai Ching-te urged sincere negotiations between the company and its workers.<h2 class="st-heading-2">Retail Bulls See Opportunity In Memory Stock Slide</h2>On Stocktwits, retail sentiment for SKHY and MU was ‘bullish,’ with message volume ‘high’ for SKHY and ‘normal’ for MU.&nbsp;One user&nbsp;<a href="https://stocktwits.com/PAHANA/message/666891960">said</a>, “you have permission to buy this dip.” Another user, encouraging gradual accumulation,&nbsp;<a href="https://stocktwits.com/TradeOrGoHome/message/666886346">said</a>, “When the panic is over, this will go up.” A separate user, posting about SKHY, Micron and other memory stocks,&nbsp;<a href="https://stocktwits.com/Need_More_Memory/message/666884574">said</a>, “So exhausting being a memory investor yet nowhere in the world do you find financials like this. Just brutal.”Another user&nbsp;<a href="https://stocktwits.com/Kingdr13/message/666891868">said</a>, “this will be red till strikes are over,” expressing concern about the labor dispute’s effect on the stock.<h2 class="st-heading-2">SK Hynix Heads Into Earnings After CXMT Selloff</h2>SK Hynix and Micron compete in DRAM and high-bandwidth memory, or HBM, used in AI servers.Memory stocks had already come under pressure last week after Chinese chipmaker CXMT announced a next-gen DDR5 server-memory module targeted for launch by year-end 2026. Rosenblatt called the selloff “overblown”, saying that investors had overstated the near-term competitive threat to suppliers such as SK Hynix and Micron.&nbsp;Meanwhile, SK Hynix is scheduled to report third-quarter results next week. Revenue is projected to rise 46% from a quarter ago to $74.81 billion, according to Koyfin. EBITDA is forecast to increase 49% to $62.26 billion, while adjusted EPS is projected to decline 24% from the previous quarter.Recently, SK Hynix demonstrated its Memory Centric AI Rack System (MARS) at the OCP Global Summit held Oct.12- Oct.15 in California. Additionally, it also detailed a 256-gigabyte CXL 3.2 memory module that allows multiple servers to share a memory pool, alongside HBM4, HBM4E and high-bandwidth flash displays.While U.S.-listed shares of SK Hynix have declined 15% year-to-date, MU stock has rocketed 217% over the same period.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/early-uber-investor-jason-calacanis-waymo-buy-lucid-rivian-chinese-car-optics-really-bad/cZxq82oRBu0">Early Uber Investor Jason Calacanis Says Waymo’s China Car ‘Optics’ Could Push It To Buy Lucid Or Rivian&nbsp;</a>

In this photo illustration, the SK Hynix logo is seen displayed on a smartphone screen with a green circuit board in the background. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)

Micron Technology Inc

SK Hynix Inc - ADR

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Direxion Daily Semiconductor Bear 3X ETF

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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.

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Stocktwits Polls

Traders are actively monitoring a pullback in semiconductor stocks, fueling volatility and strong interest in inverse plays.

Community sentiment remains split between predicting a market bottom and expecting a deeper drop, with constant debate over potential bull and bear traps.

Concerns regarding sustainable AI chip demand and high capital expenditures are causing traders to question the sector's long-term valuation.

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