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Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Democrats midterm gains and expected control of Congress are driving selling in DJT, which traders view as a politically sensitive bet on Trumps fortunes. The discussion is overwhelmingly bearish, with many arguing the results weaken the stocks political support, while a few point to the TAE merger as a potential counterweight.

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

Strong quarterly results and an upbeat outlook tied to AI and data-center demand sparked a rally, but the gains faded as traders worried that a Democratic congressional sweep could bring tighter restrictions on data-center construction. The community is split between bullish investors focused on AMDs growth outlook and traders citing political uncertainty, valuation, and profit-taking as reasons the earnings beat may not sustain the move.

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

Democratic midterm gains and a Texas political shift have fueled concern that SpaceX could face greater scrutiny of government contracts and obstacles to data-center expansion. Traders are divided between viewing the selloff as political overreaction with the launch and Starlink businesses intact, and expecting prolonged volatility or damage to Musks government-facing plans.

Riot Platforms, Inc. is a bitcoin mining company, which engages in the provision of special cryptocurrency mining computers. It invests in Verady, Coinsquare, and Tess. It operates through the Bitcoin Mining and Engineering segments. The Bitcoin Mining segment focuses on maximizing ability to successfully mine Bitcoin by growing hash rate. The Engineering segment designs and manufactures power distribution equipment and custom engineered electrical products that provides them the ability to vertically integrate many of the critical electrical components and engineering service. The company was founded on July 24, 2000 and is headquartered in Castle Rock, CO.

Riot Platforms Inc

Riots announcement of a long-term Corsicana data-center lease with a Frontier AI lab is driving attention, alongside its earnings and the stocks sharp rally. Bulls see the deal as validation of Riots AI-infrastructure pivot, while skeptics question execution, buildout costs and whether the gains will hold.

TeraWulf, Inc. owns and operates fully integrated environmentally clean bitcoin mining facilities in the United States. It will generate domestically produced bitcoin powered by nuclear, hydro, and solar energy. It operates through the Digital Asset Mining and HPC Leasing segments. The company was founded by Paul B. Prager and Nazar M. Khan on February 8, 2021 and is headquartered in Easton, MD.

TeraWulf Inc

Googles credit backstop for financing tied to TeraWulfs Anthropic data-center lease is driving attention; bulls see it as easing funding concerns and potentially pressuring short sellers. Skeptics question whether it resolves the companys debt, construction and permitting risks, and some consider the news overblown.

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 strong quarterly results and raised outlook, driven by AI-server demand, are the main focus, but the initial earnings-driven gain faded. Traders are split between bullish views on rapid growth and concerns about thin margins, cash flow, customer concentration, and possible data-center policy risks after the Democratic gains.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Ubers quarterly results and outlook are driving discussion: traders note better-than-expected results and strong bookings and cash generation, but debate whether softer-than-expected forward guidance and weakness in Mobilityamid driver-supply and fuel-cost headwindsjustify the muted stock reaction. Bulls focus on growth and profitability, while bears worry about the core ride business and continued share-price weakness.

Novo Nordisk A/S is a global healthcare company, which engages in the discovery, development, manufacturing and marketing of pharmaceutical products. It operates through the Diabetes and Obesity Care and Rare Disease segments. The Diabetes and Obesity Care segment includes diabetes, obesity, cardiovascular, and emerging therapy areas. The Rare Disease segment refers to rare blood disorders, rare endocrine disorders, and hormone replacement therapy. The company was founded by Harald Pedersen and Thorvald Pedersen in 1923 is headquartered in Bagsværd, Denmark.

Novo Nordisk - ADR

Novo Nordisk A/S

Novo Nordisks quarterly sales beat and raised full-year outlook, supported by strong Wegovy pill and broader GLP-1 demand, are driving attention. Bulls see signs of a recovery, while skeptics point to profit pressure, diabetes weakness, Lillys competition and lingering doubts about management and execution.

BioCryst Pharmaceuticals, Inc. is a biotechnology company. It engages in the provision of structure-guided drug design with the goal of developing oral small-molecule and protein therapeutics to target difficult-to-treat rare diseases. The company was founded by William M. Spencer III, Charles E. Bugg, and John A. Montgomery in 1986 and is headquartered in Durham, NC.

Biocryst Pharmaceuticals Inc.

BioCrysts third-quarter earnings beat and higher full-year total revenue outlook are drawing attention, alongside FDA approval of ORLADEYO pellets for adolescents and adults. Traders are divided: some see solid commercial momentum, while others question the unchanged ORLADEYO outlook and worry about rising HAE competition, fueling frustration over the stocks muted response to the results.

Datadog, Inc. engages in the development of a monitoring and analytics platform for developers, information technology operations teams and business users. Its platform integrates and automates infrastructure monitoring, application performance monitoring and log management to provide real-time observability of its customers' entire technology stack. The company was founded by Olivier Pomel and Alexis Lê-Quôc on June 4, 2010 and is headquartered in New York, NY.

Datadog Inc - Ordinary Shares - Class A

Datadog Inc

Datadogs strong quarterly results were overshadowed by an outlook that roughly matched expectations, prompting a sharp post-earnings selloff as traders focused on potentially slowing growth. The community is split between calling the reaction an overreaction and buying the dip, and warning that high valuation and possible moderation in cloud and AI spending leave further downside risk.

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Crude Oil Could Soon Join Bitcoin, Gold In ‘Rollover’ If Iran War Extends, Says Analyst

Cryptocurrency

Macro investor Raoul Pal blamed the recent risk asset pullback on an oil-driven liquidity squeeze and a stronger dollar.

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

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


Bitcoin Slips Below $80K As Peter Schiff Warns Of ‘Very Long Weekend’ For BTC Investors — Mike McGlone Says ‘Don’t Fight The Fed’

McGlone said IBIT trades at about three times the volatility of TLT and pointed to a possible "Bitcoin $10,000 Reversion Path."


Bitwise CEO Hunter Horsley Says Busy Investors Are Crypto's 'Final Boss,' Not Price Or Regulation

Horsley said advisors are increasingly moving clients from self-custodied Bitcoin and Solana into ETFs.


Bitcoin’s Weekly Chart Flips Bullish As 40-Week Trend Turns Higher — Analyst Says ‘Super Cycle’ Is Here

Trump's economic policies are paying off, according to Thorne, as productivity, wages, and manufacturing jobs rise, which could ultimately benefit Bitcoin.

Bitcoin Investors Who Bought Last Year's Rally Are Selling As Price Nears Their Break-Even, Glassnode Says

Analyst Ted Pillows said Bitcoin needed a weekly close above $87,500 for a strong rally, and risks a drop below $80,000 without one.


Bitcoin To $1 Million? Ric Edelman Says A 2% Global Allocation Could Get BTC There

Ric Edelman said financial advisors are crucial to wider Bitcoin adoption, warning that many still lack sufficient understanding of the asset. 


Grant Cardone Says Commercial Real Estate Faces Historic Crash - Sees Bitcoin As A 'Complementary Asset'

Real estate investor Grant Cardone said 5-year borrowing costs are 6.4%, pressuring property values as $1 trillion in commercial loans mature in six months.


NEAR Hits One-Year High, Outpaces Bitcoin After Bitwise Files Final Prospectus For Spot ETF

NEAR Protocol's one-year return has climbed to about 96%, after turning positive in mid-September.


Fidelity Macro Chief Jurrien Timmer Says Bitcoin Bull Market Is Back, Targets $300K By 2029

Bitcoin is far above Timmer's important $60,000 support level but still around 33% below its all-time high of $126,198 in 2025.


Bitwise Bitcoin ETF - Bitwise Bitcoin ETF Beneficial Interest

Neutral Sentiment

<ul class="summary-bullets"><li>Mike McGlone's chart showed that <a class="mention" data-mention="$BTC.X" data-symbol-id="BTC.X" href="https://stocktwits.com/symbol/BTC.X" target="_blank">Bitcoin</a>'s 500-week moving average has rolled over, which signals weaker market momentum.</li><li>McGlone warned that crude oil could follow Bitcoin and gold lower amid potential policy reversal after the U.S. midterms.</li><li>Unwinding some market moves tied to the current administration "could dominate late 2026 and 2027,” he wrote in a post on X.</li></ul>Crude oil may join “rollovers” in Bitcoin (BTC) and gold if the war with Iran goes on for longer, according to Bloomberg Intelligence's Mike McGlone.&nbsp;McGlone, a senior commodity strategist at Bloomberg Intelligence, posted a chart&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/mikemcglone11/status/2117213427445735453?a=q4cJrx3AL1AYw6SGtaM&amp;s=20">on</a> X showing that the the 50-week average for Bitcoin peaked roughly a year after the 2024 election and turned lower, while the averages for gold and the S&amp;P 500 kept climbing. "Rollovers in Bitcoin and gold may gain a companion in crude oil," he wrote.&nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/mikemcglone11/status/2117213427445735453?s=20" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_11_02_at_8_50_56_AM_27f3c3098c.png" alt="Screenshot 2026-11-02 at 8.50.56 AM.png" width="444" height="279"></a><figcaption>Source: @mikemcglone11/x</figcaption></figure>McGlone added that if prediction markets are correct about Democrats winning on Tuesday, unwinding some market moves tied to the current administration "could dominate late 2026 and 2027."<h2 class="st-heading-2">Is Bitcoin Facing A Liquidity Problem?</h2>Meanwhile, Raoul Pal, founder of Global Macro Investor and Real Vision, took a different view. According to him, the recent pullback in AI stocks reflects slower global liquidity growth after an oil shock, not weakening demand.In a post&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/RaoulGMI/status/2116852542638264735">on X</a>, he said that the oil shock drove up the dollar and short-term rates, tightening financial conditions. He noted that global liquidity growth has slowed each month since March.&nbsp;"The market is pricing in a pause in liquidity," Pal said. If spending on AI holds up, Pal forecast that the wider risk rally may have more room to run, and that Bitcoin's drop looks more like a pause.<figure class="image"><a class="st-link-external" href="https://x.com/RaoulGMI/status/2116852542638264735" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_11_02_at_8_51_13_AM_04efff151e.png" alt="Screenshot 2026-11-02 at 8.51.13 AM.png" width="449" height="202"></a><figcaption>Source: @RaoulGMI/x</figcaption></figure>Pal said crypto needs the same thing to turn around. "For crypto, really, we want that excess liquidity to rise," he said in a separate post. "We need the dollar weaker."He said rising rates, a firmer dollar and higher oil prices have tightened conditions, "and we need those to dissipate."Pal said relaxing them would "ignite more ability to take risk for more capital to come into markets overall.”<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was trading around $77,700, flat over the last 24 hours. On Stocktwits, it was one of the top trending crypto tickers at the time of writing. Retail sentiment around BTC remained in the ‘extremely bearish’ zone, accompanied by ‘normal’ chatter levels over the past day.Read more:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/coin-stock-sees-split-view-on-wall-street-after-binance-hack-shifts-sentiment/cNG9vE3R9Pb">COIN Stock Sees Split View On Wall Street After Binance Hack Shifts Sentiment</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

The photo illustration shows the Bitcoin cryptocurrency on November 12, 2024 in Shanghai, China. (Photo by VCG/VCG via Getty Images)

Crude oil may join “rollovers” in Bitcoin (BTC) and gold if the war with Iran goes on for longer, according to Bloomberg Intelligence's Mike McGlone.

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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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