SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins selloff is being tied mainly to Wells Fargos skepticism that its e-commerce pixel-install surge reflects meaningful growth, with traders also discussing securities litigation and the dispute with Unity. Bulls call the decline an overreaction and see a buying opportunity, while bears point to uncertain growth, competition and persistent selling.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

Applied Digitals additional 75 MW at Polaris Forge 1 reaching Ready for Service is drawing attention, with bulls citing on-schedule execution and future lease revenue. Traders are split over the stocks muted price response and are looking to the earnings report for evidence that capacity deliveries are translating into revenue, while debt and funding needs remain concerns.

NIKE, Inc. engages in the design, development, marketing, and sale of athletic footwear, apparel, accessories, equipment, and services. It operates through the following segments: North America, Europe, Middle East, and Africa (EMEA), Greater China, Asia Pacific and Latin America (APLA), Global Brand Divisions, Converse, and Corporate. The North America, EMEA, Greater China, and APLA segments refer to the design, development, marketing, and selling of athletic footwear, apparel, and equipment. The Global Brand Divisions segment represents its NIKE Brand licensing businesses. The Converse segment designs, markets, licenses, and sells casual sneakers, apparel, and accessories. The Corporate segment is composed of unallocated general and administrative expenses. The company was founded by William Jay Bowerman and Philip Hampson Knight on January 25, 1964 and is headquartered in Beaverton, OR.

Nike, Inc. - Ordinary Shares - Class B

Nike Inc

Nikes quarterly sales decline and sharply weaker full-year outlook, despite an earnings beat, triggered a steep selloff and renewed doubts about its turnaround. Traders are divided between concerns over shrinking sales, China and dividend sustainability and dip buyers who see value in the brand and expect a recovery.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivian drew attention after reporting record Q3 deliveries that topped expectations while reaffirming its 2026 delivery outlook. Bulls see the results and planned second-shift/R2 ramp as signs of improving scale, while skeptics question whether the required Q4 acceleration and path to profitability are achievable and point to the stocks muted response.

Western Digital Corp. engages in the development, manufacture, marketing, and sale of data storage devices and solutions. It operates through the Hard Disk Drives (HDD) segment. The company was founded by Alvin B. Phillips in 1970 and is headquartered in San Jose, CA.

Western Digital Corp.

A volatile rebound in memory and storage stocks has renewed attention on WDC, with traders tying the sectors appeal to AI-driven data-center storage demand. Bulls see the pullbacks as buying opportunities, while bears question whether the rally can last amid sharp swings and concerns about a broader sector downturn.

Seagate Technology Holdings Plc operates as holding company that is engaged in the development, production, and distribution of data storage products and electronic data storage solutions. Its products include hard disk drives, solid state hybrid drives, solid state drives, peripheral component interconnect express cards, serial advanced technology attachment controllers, storage subsystems and computing solutions. The firm offers its products under the Backup Plus and Expansion product lines, and Maxtor and LaCie brands. The company was founded in 1978 and is headquartered in Fremont, CA.

Seagate Technology Holdings Plc

Toshibas plan to expand HDD capacity is driving concern that stronger competition could pressure Seagate and Western Digitals market share and pricing, prompting a sharp selloff in the storage names. Traders are divided, with some warning of a tougher competitive landscape and others calling the reaction overdone because the expansion is still years away and AI-related storage demand remains strong.

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

A weaker-than-expected U.S. jobs report dominated discussion, with traders saying it eased rate-hike concerns and pushed Treasury yields lower as SPY rallied. Some welcomed the bad news is good news reaction, while others questioned the rally amid signs of economic weakness and disputed the datas credibility.

iShares Trust - iShares 20+ Year Treasury Bond ETF

iShares 20+ Year Treasury Bond ETF

A sharp selloff in long-term Treasuries and multidecade-high yields dominate discussion, with traders debating whether debt and supply concerns, oil-driven inflation risks, or Fed expectations are driving the move. Weak jobs data has prompted hopes for a TLT rebound as rate-hike bets ease, but many traders view any bounce as temporary while others see the beaten-down fund as an opportunity.

ON Semiconductor Corp. engages in the provision of intelligent power and sensing solutions with a primary focus on automotive and industrial markets. It operates through the following segments: Power Solutions Group (PSG), Analog and Mixed-Signal Group (AMG), and Intelligent Sensing Group (ISG). The PSG segment offers discrete, module, and integrated semiconductor products that perform multiple application functions, including power switching, signal conditioning, and circuit protection. The AMG segment designs and develops analog, mixed-signal, power management integrated circuits, sensor interface devices, power conversion, signal chain, and voltage regulation devices. The ISG focuses on the design and development of complementary metal oxide semiconductor image sensors, image signal processors, single photon detectors, including silicon photomultipliers, single photon avalanche diode arrays, and short-wavelength infrared products, as well as actuator drivers for autofocus and image stabilization. The company was founded on July 4, 1999 and is headquartered in Scottsdale, AZ.

ON Semiconductor Corp.

onsemis revised all-cash Synaptics acquisition is drawing attention, with traders reacting positively to the lower overall deal cost and avoidance of share dilution. Some remain cautious about the cash and debt burden and integration risks.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A much weaker-than-expected jobs report and softer wage growth sent Treasury yields lower, easing rate-hike concerns and fueling a risk-on move in QQQ and technology stocks. Traders welcomed the bad news is good news reaction, while skeptics argued that weakening employment and lingering yield pressures could undermine the rally or lead to a pullback.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

$RUN The duck curve getting consistently smoothed out across multiple grid regions with solar + storage proves this works.

This isn’t theory anymore. It’s real grid infrastructure solving a real problem, and it’s becoming necessary as the US adds more load.

RUN is one of the companies actually building this at scale.

Severely undervalued. I think the rerating is inevitable. Honestly, probably the whole solar sector.

We’re watching the thesis move from “nice to have” to “necessary.”

$ENPH $SEDG $TSLA $SPWR

Dolla

Christina Pstrag

StockTwits for iOS

Sunrun Inc

Enphase Energy Inc

Solaredge Technologies Inc

Sunpower Corp

 The duck curve getting consistently smoothed out across multiple grid regions with solar + storage proves this works.

This isn’t theory anymore. It’s real grid infrastructure solving a real problem, and it’s becoming necessary as the US adds more load.

RUN is one of the companies actually building this at scale.

Severely undervalued. I think the rerating is inevitable. Honestly, probably the whole solar sector.

We’re watching the thesis move from “nice to have” to “necessary.”

