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IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

A report alleging that delays at IRENs Texas data-center site contributed to Microsofts lower AI spending has intensified selling ahead of earnings, alongside concerns that new political and permitting risks could slow future data-center expansion. Traders debate whether those risks outweigh IRENs existing power assets and international projects.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is drawing attention amid a sharp semiconductor selloff, with traders linking weakness to fears that Democratic control of Congress could bring tighter AI and data-center regulation and slow infrastructure spending. The community is split between calls that the AI trade is broken and further losses lie ahead, and bullish views that the reaction is overdone and chip demand remains strong.

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

Democratic midterm gains have sparked concern that tighter AI and data-center rules could delay infrastructure buildouts, weighing on Nvidia and other semiconductor stocks. Traders are divided between viewing the selloff as an overreaction because AI demand remains strong and fearing slower capex, regulatory risk, and broader weakness in the AI trade.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

Capricors pending FDA decision on deramiocel for Duchenne muscular dystrophy is the focus, with a letter from 28 trial investigators backing approval and challenging the FDAs interpretation of the trial data. Many traders are bullish and anticipate a short squeeze, while others emphasize that approval is uncertain and debate the strength of the evidence and the review process.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Democratic election gains have fueled concern that tougher scrutiny or delays for data-center construction could slow AI infrastructure spending and weaken future memory demand, contributing to a sharp selloff in Micron and other chip stocks. Traders are divided between those who see the drop as an overreaction and expect AI demand to persist, and those who see a broader repricing of AI-related stocks and memory-cycle risks.

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

Direxion Daily Semiconductor Bear 3X ETF

A semiconductor and AI-stock selloff, alongside traders concerns that Democratic gains could bring tougher AI or data-center regulation, is driving interest in SOXS. Bears see room for further weakness in chips, while others expect a relief rally and caution that the leveraged inverse ETF can lose value quickly in choppy markets.

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. 

Fears that Democratic election gains could bring tighter rules or permitting hurdles for AI data-center construction have weighed on Nebius alongside other neocloud and infrastructure stocks. Traders debate whether the selloff overstates the risk given Nebiuss international footprint and limited exposure to Texas, while bears warn that slower buildouts could delay growth.

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

SMCIs sharp selloff despite a strong earnings report and raised outlook has traders debating whether margin pressure and reliance on one large customer outweigh its AI-server demand. Some also speculate that election-related uncertainty could slow data-center expansion, while bullish traders argue the AI buildout will continue and the results support the companys growth outlook.

Dutch Bros, Inc. engages in operating and franchising drive-thru shops that focus on handcrafted beverages. It operates through the Company-Operated Shops, and Franchising and Other segments. The Company-Operated Shops segment consists of coffee shop sales to customers. The Franchising and Other segment is involved in bean and product sales to franchisees and includes the initial franchise fees, royalties, and marketing fees. The company was founded by Travis Boersma and Dane Boersma in 1992 and is headquartered in Tempe, AZ.

Dutch Bros Inc - Ordinary Shares - Class A

Dutch Bros Inc

Dutch Bros Q3 results and outlook are driving attention: many traders point to a weaker-than-expected full-year outlook and sluggish same-store sales and visits behind the sharp selloff, despite reported earnings and revenue beats. Bears cite slowing growth, costs, competition and valuation; bulls view the drop as overdone and see the expansion story intact, while the chairmans share sale adds concern for some traders.

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

Record Q3 results and stronger-than-expected Q4 guidance, attributed in part to gains from AppLovins AI advertising model and reinforced by expanded buybacks, fueled a sharp rally. Bulls welcomed a potential rebound, while skeptics questioned whether the growth can continue and warned the post-earnings surge could fade.

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Bitcoin Bulls See Light At The End Of The Correction As Michaël Van de Poppe Says Midterm Elections Are 'Priced In'

Cryptocurrency

Willy Woo said Bitcoin edged out gold last week, while Ted Pillows said "we are only in the first correction of this bull run."


Benjamin Cowen Warns Silver’s 60% Crash May Be A ‘Warning Sign’ For BTC — And The Bottom May Not Be In Yet

Cowen said Bitcoin could bottom after precious metals and could potentially recover in 2027.

Bitcoin Fatigue Is Real: James Lavish Says Early Holders Have Moved On As Young Investors Turn To Betting

James Lavish said AI stocks, cash yields, and long-time holders selling call options have kept Bitcoin stuck near $80,000.


Bitcoin On Track To Post Weakest October In Six Years As US Buyers Retreat Ahead Of Fed Decision

Inflation risks could complicate the outlook for Bitcoin, with crude oil above $100 a barrel since early October, the Federal Reserve's rate decision, and the Nov. 3 U.S. midterm elections as potential macro factors.


Michael Howell Says Bitcoin Outperforms Gold When Fed Liquidity Beats China

Global Liquidity expert Michael Howell expected global liquidity to pick up sooner than his 2027 base case.


Bitcoin Slips Ahead Of Fed Week, Big Tech Earnings: Analysts Divided On Where BTC Is Headed Next

Analyst Michaël van de Poppe pointed to BTC’s 120% annualized return since 2011 against 6% for gold.


Jordi Visser Calls Chamath Palihapitiya’s Bitcoin Going To Zero Tale ‘Completely Just A Joke,’ Says AI Sell-Off Could Bottom In Two Weeks

Visser said the low for the AI sell-off could come within two weeks, with cloud earnings, the midterms, and the Treasury’s refunding as possible catalysts.

Bitcoin ETFs See $635M Outflow In A Day As BTC Slips Back To September Levels

Oil prices rose on worries about renewed disruptions to Middle East supply and the possibility of U.S.-Israeli strikes on Iran. Brent crude closed at its highest since April 29.

Bitcoin's Bull Score Index Slips To 60 As Whale Profits Shrink: Is The Rally Losing Steam?

Markets are also pricing in the upcoming Federal Reserve meeting, which Bitunix analysts said could further pressure Bitcoin.

Bitcoin On Track For First Back-To-Back Losing Octobers In Over A Decade As ‘Downtober’ Continues

Bankless co-founders said BTC climbed into the month from the $60,000s, unlike last year's slide from a record high.


ARK 21Shares Bitcoin ETF - ARK 21Shares Bitcoin ETF Beneficial Interest

Bullish Sentiment

<ul class="summary-bullets"><li>Michaël van de Poppe said Tuesday's U.S. midterm elections were "already priced into the markets and were going to be a non-event."</li><li>He said "we're at the end stage of the correction," though <a class="mention" data-mention="$BTC.X" data-symbol-id="BTC.X" href="https://stocktwits.com/symbol/BTC.X" target="_blank">Bitcoin</a> "might still see another sweep of the low" in the coming weeks.</li><li>Galaxy's Alex Thorn said Bitcoin closed above its 50-week moving average for a seventh straight week, despite the $6 billion Binance hack.</li></ul>Bitcoin (BTC) traded near $78,000 on Monday, brushing aside the impact of the more than $6 billion Binance hack, with analysts pointing to signs the cryptocurrency's latest correction may be coming to an end. Political uncertainty also could be priced in already, analyst Michaël Van de Poppe said, with U.S. midterm elections looming and all eyes on whether Bitcoin can sustain its recent technical strength as the final two months of the year get under way.<figure class="image"><a class="st-link-external" href="https://x.com/CryptoMichNL/status/2117024384137179613" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_11_02_at_4_37_33_AM_9b9f82ab73.png" alt="Screenshot 2026-11-02 at 4.37.33 AM.png" width="894" height="1034"></a><figcaption>Source: @CryptoMichNL/x</figcaption></figure>Van de Poppe, founder of MN Fund,&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CryptoMichNL/status/2117024384137179613">said</a> that the midterms were "going to be a non-event." He added that he believed "we're at the end stage of the correction," though Bitcoin "might still see another sweep of the low" in the coming weeks. Van de Poppe said his expectations for the final two months were bullish. He noted that crypto sentiment had "quickly changed into an extremely bearish outlook," but said he doesn't think that "is warranted."<h2 class="st-heading-2">Resilience After The Hack</h2>Bitcoin's price action has backed up that view so far. Despite the Binance breach, the top cryptocurrency has held a key technical level. Galaxy Digital's Alex Thorn&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/intangiblecoins/status/2117044776319250527?s=20">said</a> that Bitcoin had closed above its 50-week moving average for a seventh straight week "despite $6b+ hack on world's biggest crypto exchange."&nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/intangiblecoins/status/2117044776319250527?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_11_02_at_4_37_44_AM_a251c2581d.png" alt="Screenshot 2026-11-02 at 4.37.44 AM.png" width="886" height="880"></a><figcaption>Source: @intangiblecoins/x</figcaption></figure>"Great to see BTC's resilience and ability to keep the current technical market structure intact," Thorn said on X. He put Sunday's weekly close at $78,229, about 3.3% above the 50-week average of $75,728. Bitcoin regained that level on September 20, after 44 straight weekly closes below it.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> traded around $78,000 on Monday, up 0.3% over the past 24 hours. On Stocktwits, the retail sentiment around BTC remained in the ‘extremely bullish’ zone, while chatter around it stayed at ‘normal’ levels over the past day.<figure class="image"><a class="st-link-external" href="https://x.com/cryptoquant_com/status/2117167074497692064?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_11_02_at_4_38_02_AM_a1ee6b0d4e.png" alt="Screenshot 2026-11-02 at 4.38.02 AM.png" width="882" height="956"></a><figcaption>Source: @cryptoquant_com/x</figcaption></figure>The FBI said on Saturday that&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/fbi-confirms-north-korea-stole-over-6-b-in-record-crypto-heist-binance-replenishes-90-of-funds-stolen/cNGeVyCR9c6">North Korea was</a> behind the theft from Binance, which took place on or about October 29. However, Cryptoquant analyst Axel Adler&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/cryptoquant_com/status/2117167074497692064?a=4AfvZ2X__EKvBIX2EBg&amp;s=20">said</a> that “Fear and Greed index fell to 30 after the Binance hack,” from the average 56 level, meaning markets are yet uncertain.<h2 class="st-heading-2">Bulls See A Correction, Not A Collapse</h2>Analyst Willy Woo&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/willywoo/status/2117031539267830035?a=T_0lo_MmiossmO-owSY&amp;s=20">pointed</a> to Bitcoin's performance against gold. He noted that Bitcoin fell 2.9% last week while gold dropped 3.0%, even as "ETF holders dumped $643M," Woo said on X. "BTC is in a bull market.&nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/willywoo/status/2117031539267830035?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_11_02_at_4_38_16_AM_68b52f5342.png" alt="Screenshot 2026-11-02 at 4.38.16 AM.png" width="898" height="730"></a><figcaption>Source: @willywoo/x</figcaption></figure><figure class="image"><a class="st-link-external" href="https://x.com/TedPillows/status/2116869479002980780?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_11_02_at_4_34_13_AM_dc50ae6cf5.png" alt="Screenshot 2026-11-02 at 4.34.13 AM.png" width="882" height="536"></a><figcaption>Source: @TedPillows/x</figcaption></figure>Meanwhile, crypto analyst Ted Pillows&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/TedPillows/status/2116869479002980780?a=Pa2eMUOvaOrUbd4HXnw&amp;s=20">explained</a> that Bitcoin had five drops of more than 30% during its 2019 to 21 bull run, and four drops of more than 25% in 2023 to 25. "We are only in the first correction of this bull run," he said on X.Read more:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-fiserv-buyout-math-reaffirms-paypal-fat-pitch-global-payments-buzz/cNG9qucR92M">Michael Burry’s Fiserv Buyout Math Hits $120 — Reaffirms PayPal As A ‘Fat Pitch’ Amid Global Payments Deal Buzz</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration the cryptocurrency electronic cash Bitcoin (BTC, BCH) logo is seen on an Android mobile device with United States of America (USA), commonly known as the United States (U.S. or US), flag in the background. (Photo Illustration by Budrul Chukrut/SOPA Images/LightRocket via Getty Images)

Bitcoin (BTC) traded near $78,000 on Monday, brushing aside the impact of the more than $6 billion Binance hack, with analysts pointing to signs the cryptocurrency's latest correction may be coming to an end. Political uncertainty also could be priced in 

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