SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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

IREN is under pressure amid a broader selloff in AI data-center stocks, with traders concerned that Democratic gains could bring tighter permitting and slow Texas projects; a report tying IREN delays to Microsofts lower data-center spending has added to execution worries ahead of earnings. The discussion is largely bearish, though some traders argue existing power assets and approvals may limit the impact of future restrictions.

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

A sharp post-earnings selloff despite a strong results-and-guidance beat has traders debating whether margin pressure and heavy reliance on one large customer outweigh SMCIs AI-server growth. Some also blame election-related fears of slower data-center expansion, while bullish traders view the drop as disconnected from the companys outlook.

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

Micron is caught in a broader semiconductor and AI-stock selloff as traders worry that Democratic gains and calls for tighter AI oversight could slow data-center expansion and weaken future memory demand. The community is split between bearish views that AI spending and the memory cycle are peaking and bullish arguments that strong demand and company fundamentals make the pullback an overreaction.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

Concerns that a Democratic sweep and calls for tighter AI oversight could slow future data-center construction are weighing on Sandisk alongside a sharp selloff in memory and semiconductor stocks. Traders are split between expecting further downside as AI infrastructure demand and memory pricing face risks, and viewing the drop as excessive given the companys earnings and memory-demand outlook.

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

Fears that Democratic control of Congress could bring tighter AI and data-center rules or delay buildouts are weighing on Nvidia and other semiconductor stocks, alongside concerns about AI spending and circular financing. Traders are divided between viewing the selloff as an overreaction and warning that the AI trade is breaking down.

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

Direxion Daily Semiconductor Bull 3X Shares

Fears that Democratic gains could bring tighter regulation or delays for AI data centers are weighing on semiconductor stocks, with SOXLs 3x leverage amplifying the sectors sharp selloff. Traders debate whether the AI-buildout concerns justify further downside or are an overreaction, as some see lasting chip demand and a potential rebound while others warn of continued weakness.

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 being swept up in a semiconductor and AI-stock selloff as traders question whether massive data-center spending can generate adequate returns and worry about financing and customer concentration. Bears see risks to custom-chip demand if hyperscalers pull back, while bulls argue Broadcom benefits from their continued investment and that the decline reflects sector-wide selling rather than company-specific weakness.

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 has traders focused on a short-seller report questioning wafer-chip durability, the technology and the OpenAI relationship, alongside concerns about an upcoming share unlock and earnings. Bulls argue the stock is oversold and defend its AI business prospects, while bears expect further pressure and question its valuation.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells proposed all-stock acquisition of Lumentum is dominating discussion amid a sharp selloff, with traders questioning the deals valuation, dilution and lengthy approval timeline while others argue the combination strengthens Marvells AI-data-center and optical-networking position. Broader semiconductor weakness and concerns about data-center expansion are adding to bearish sentiment.

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

Direxion Daily Semiconductor Bear 3X ETF

SOXS is drawing attention as traders use the inverse semiconductor ETF to trade a sharp chip-sector selloff, with many linking the weakness to midterm results and concerns about potential AI and data-center policy changes. Some expect further downside in semiconductors, while others anticipate a relief rally and warn that SOXSs daily leverage makes it risky to hold through volatile reversals.

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

 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

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 

Feed

News

Sentiment

Fundamentals

Info

ARKB News