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

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor-sector selloff, amplified by SOXLs 3x leverage, is driving attention; traders cite Lam Researchs supply constraints and China-demand concerns alongside broader worries about AI valuations, financing, and market volatility. The community is split between expecting further declines and buying for a rebound, with many noting that leverage magnifies the swings.

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

SpaceX shares have given back much of their post-earnings gains despite bullish reactions to results and analyst upgrades; traders largely blame newly eligible insider shares creating a supply overhang, with broader tech-market weakness also cited. Bulls see the pullback as a buying opportunity, while bears warn that further share sales and the companys valuation could weigh on the stock.

Forgent Power Solutions, Inc. is a holding company, which engages in the design and manufacture of electrical distribution equipment used in data centers, power grid, and energy-intensive industrial facilities. It also offers powertrain solutions and standard and custom products. The company was founded on July 21, 2025 and is headquartered in Dayton, MN.

Forgent Power Solutions Inc. - Ordinary Shares - Class A

Forgent Power Solutions Inc.

CFO Ryan Fiedlers departure has triggered a sharp selloff, with some traders speculatingwithout confirmationabout possible financial or accounting concerns. Others view the decline as an overreaction, noting the stated personal reason for his exit, the internal CFO replacement, and Forgents growth exposure to data centers and power infrastructure.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is drawing attention amid a sharp semiconductor and technology selloff, with traders debating whether AI-related valuations and spending expectations have run too far. Bulls call the decline an oversold buying opportunity, while bears expect further downside; some also attribute the move to broader market weakness rather than AMD-specific news.

Nokia Oyj engages in the provision of network infrastructure, technology, and software services. It operates through the following segments: Mobile Networks, Network Infrastructure, Cloud and Network Services, and Nokia Technologies. The Mobile Networks segment offers technologies for Radio Access Networks (RAN) as well as Microwave Radio Links (MWR) for transport networks. The Network Infrastructure serves communication service providers, enterprises, webscales and public sector customers. The Cloud and Network Services segment builds around software and the cloud and is focused on driving leadership in cloud-native software and as-a-service delivery models, as demand for critical networks accelerates; and with strong market positions in communications software, private wireless networks, and cognitive (or intelligent) services. The Nokia Technologies segment, building on decades of innovation and R&D leadership in technologies used in virtually all mobile devices used today, is expanding the Nokia patent licensing business, reintroducing the Nokia brand to smartphones through brand licensing, and establishing a technology licensing business. The company was founded by Fredrik Idestam in 1865 and is headquartered in Espoo, Finland.

Nokia Corp - ADR

Nokia Corp

Nokias Q3 results beat expectations and showed strong AI and cloud demand, but shares fell sharply as investors focused on weaker cash-flow conversion guidance, higher restructuring costs and concerns raised on the conference call. Traders are split between calling the selloff an overreaction and buying the dip, and viewing the cash outlook as a reason to sell despite the growth story.

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 drawing attention amid a steep selloff across AI and neocloud infrastructure stocks, with traders pointing to broader market volatility and concerns about financing the sectors capital-intensive buildouts. The community is split between fears of further declines and the view that the drop is overdone given expected AI demand and IRENs data-center expansion plans.

Meta Platforms, Inc. engages in the development of social media applications. It builds technology that helps people connect and share, find communities, and grow businesses. It operates through the Family of Apps (FoA) and Reality Labs (RL) segments. The FoA segment consists of Facebook, Instagram, Messenger, WhatsApp, and other services. The RL segment includes augmented, mixed and virtual reality related consumer hardware, software, and content. The company was founded by Mark Elliot Zuckerberg, Dustin Moskovitz, Chris R. Hughes, Andrew McCollum, and Eduardo P. Saverin on February 4, 2004, and is headquartered in Menlo Park, CA.

Meta Platforms Inc - Ordinary Shares - Class A

Meta Platforms Inc

Metas earnings beat and strong advertising outlook were overshadowed by its sharply higher AI infrastructure spending, negative free cash flow, and concerns that new nonvoting shares could help fund investment while diluting shareholders. Traders are divided between viewing the selloff as an overreaction to a strong core business and questioning whether Muse and other AI investments will generate returns sufficient to justify the costs.

TTM Technologies, Inc. engages in the manufacture and sale of printed circuit boards and backplane assemblies. It operates through the following segments: Aerospace and Defense (A&D), Commercial, and Radio Frequency and Specialty (RF&S) Components. The A&D segment consists of Printed circuit boards (PCBs), value-added assemblies, microelectronics, RF and microwave components and assemblies, and integrated mission systems. The Commercial segment includes PCBs using customer-supplied engineering and design plans supporting customers in the automotive, medical, industrial, and instrumentation, networking, and data center computing end markets. The RF&S Components segment consists of TTM designed RF components for commercial customers in the telecommunications, industrial, and instrumentation markets. The company was founded on March 20, 1978 and is headquartered in Santa Ana, CA.

TTM Technologies Inc

TTMI is plunging despite strong earnings and upbeat guidance, with traders focused on debt and spending tied to acquisitions and expansion as possible concerns behind the selloff. Some see the drop as an overreaction to solid results, while others point to weakness in the AI trade and broader market pressure; there are no listed articles directly verifying the discussion.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention amid a sharp tech-led selloff, with traders focused on concerns that heavy AI spending may not deliver adequate returns and on escalating U.S.-Iran tensions and oil-supply risks. The community is split between bearish calls to short rallies and dip buyers expecting a rebound.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Researchs record earnings were followed by a sharp selloff as its outlook did not exceed high expectations; traders are focused on supplier bottlenecks delaying shipments and a projected decline in China revenue. Bulls argue demand remains strong and the delays are temporary, while bears see the outlook and China exposure as near-term risks.

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Michael Saylor’s Strategy Raises $333M Selling MSTR Stock, Leaves Bitcoin Stash Untouched

Equity

The pause in Strategy’s Bitcoin sales comes after the company sold 6,948 BTC for roughly $431.8 million since late May.


Galaxy Simplifies DeFi Borrowing For Institutions With New Onchain Credit Platform

Galaxy said it would publish daily benchmark borrowing rates for USDC, USDT, and Ethereum, offering a new reference point for on-chain credit costs.

ASST Stock Drops After Vivek Ramaswamy’s Strive Buys 2,500 Bitcoin For $185M, Instantly Facing Paper Losses

Cryptocurrency

The company also increased its cash reserve by $44 million to maintain an 18-month dividend reserve.

Michael Saylor’s Strategy Sells 32 Bitcoin For $2.5 Million For The First Time Since 2022

Michael Saylor and CEO Phong Le said in an interview last month that selling Bitcoin could help maximize Bitcoin-per-share over the long term.

MSTR Stock Slides After Michael Saylor Pushes Semi-Monthly STRC Dividends

Strategy stated that semi-monthly payouts would help STRC trade closer to par value and improve overall market efficiency.


Michael Saylor Says CLARITY Act Markup Could Unlock ‘Next Wave’ Of Digital Capital

Saylor said “key language” tied to stablecoin rewards and distributed ledger participation in the CLARITY Act are essential for digital yield markets.

Peter Schiff Says Michael Saylor's Strategy Is Running A Ponzi Scheme In Plain Sight — And The SEC Is Letting It Happen

The longtime Bitcoin critic stated that STRC is being marketed as a low-risk income investment despite carrying significant risk.


MSTR Stock Slips Even With Bitcoin Above $81,900 – Michael Saylor’s ‘Never Sell’ Pivot Gets Wall Street Support 

During the quarterly earnings call, executive chairman Michael Saylor said Strategy may consider selling Bitcoin if it improves “Bitcoin per share” or strengthens the balance sheet.

Tom Lee’s Bitmine Bags 71K ETH In Biggest Weekly Buy Of The Year – Now Controls 4% Of Supply

With its latest purchase of over 71,500 Ethereum, the company has now achieved more than 80% of its target to accumulate 5% of the altcoin’s circulating supply.

Bitcoin’s Price Could Drop to $10,000 And Still Lead 10-Year Returns, Says Peter Schiff In Fresh Jibe At Michael Saylor

In a post on X, Peter Schiff said Bitcoin would still be the best performing asset of the past decade even if it falls to $10,000 by the end of 2026.

Grayscale Funds Trust - Grayscale Bitcoin Adopters ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Michael Saylor’s Strategy sold around 3.5 million MSTR stock for more than $333 million through its at-the-market program.</li><li>About $149.1 million from the MSTR stock sale was added to Strategy’s USD Reserve, while the rest funded STRC preferred dividends and share repurchases.</li><li>Strategy’s USD Reserve, intended to cover preferred dividends and debt interest, reached $4.80 billion.</li></ul>Michael Saylor’s Strategy (MSTR) did not buy or sell any Bitcoin (BTC) over the past week, but the company continued to raise cash by selling its own stock.According to an 8-K filing with the Securities and Exchange Commission (SEC), Strategy sold about 3.5 million shares of MSTR common stock through its at-the-market (ATM) program, generating more than $333 million in net proceeds.The company allocated the proceeds across three areas. Around $52.4 million went toward STRC preferred dividends, $132.2 million was used to repurchase STRC shares, and the remaining $149.1 million was added to its USD Reserve.<a href="https://stocktwits.com/symbol/MSTR">MSTR stock</a> gained around over 3% after market open, while&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> recovered from its weekend dip below the $63,000 mark. BTC was trading at around $63,500 at the time of writing, up 0.9% in the last 24 hours. MSTR was also among the top trending tickers on Stocktwits at the time of writing. Retail sentiment around MSTR and Bitcoin improved to ‘bearish’ from ‘extremely bearish’ territory over the past day.&nbsp;<h2 class="st-heading-2">The Cash Cushion Keeps Growing</h2>Strategy's latest filing shows the company continues to use equity as a source of liquidity rather than relying only on Bitcoin sales.The company's USD Reserve, intended to cover preferred dividends and interest on debt, stood at $4.80 billion, according to the filing.&nbsp;The reserve has increased by roughly $1.5 billion in just three weeks.The latest stock sale adds another $149.1 million to that cushion, while the remaining proceeds were directed toward STRC-related obligations.<h2 class="st-heading-2">Strategy Has Sold Bitcoin In Small Tranches</h2>The pause in Bitcoin sales follows several reductions in Strategy’s Bitcoin holdings that began earlier this year. Since May, Strategy has sold about 6,948 BTC for approximately $431.8 million in proceeds. The latest sale came last week after the company sold 1,690 BTC for around $108 million.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/MSTR_BTC_Holdings_15f5d6299e.jpeg" alt="MSTR BTC Holdings.jpeg" width="1200" height="1200"><figcaption>Strategy’s Bitcoin holdings over the past three months. | Source: CoinGecko</figcaption></figure>Strategy has also increasingly been using its MSTR stock to raise cash. In July, the company sold roughly 4.8 million MSTR shares for about $466.7 million. In August, it sold another 3.01 million shares for roughly $290 million, followed by 6.59 million shares worth about $653 million in a separate tranche.Strategy has said these transactions are intended to fund preferred-stock dividends and build its USD Reserve, rather than signal a broader shift away from its Bitcoin treasury strategy.MSTR’s Bitcoin stash currently stands at around 840,447 BTC, down from over 847,300 BTC at its peak.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sofi-stock-gains-piper-sandler-initiates-22-target-wall-street-cautious/cZYGbQ6RJ1b">SOFI Stock Gains After Bullish $22 Piper Sandler Call Amid Broader Wall Street Hesitation</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Michael J. Saylor attends Consensus Miami 2026 at Miami Beach Convention Center on May 06, 2026 in Miami Beach, Florida. (Photo by Romain Maurice/Getty Images)

The pause in Strategy’s Bitcoin sales comes after the company sold 6,948 BTC for roughly $431.8 million since late May.

First Trust Exchange-Traded Fund VIII - First Trust SkyBridge Crypto Industry and Digital Economy ETF

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Stocktwits sentiment on $SPY just hit its lowest level of the year. How are you feeling about the market right now?

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BCOR Grayscale Funds Trust - Grayscale Bitcoin Adopters ETF

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