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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

Nvidia shares are under pressure as traders react to the boards investigation into Jensen Huangs admitted affair with a businesswoman reported to have suspected ties to Chinese intelligence, raising concerns about governance, possible information leaks, and Huangs future as CEO. The community is divided between seeing the probe and leadership uncertainty as a serious overhang and treating the controversy as unrelated to Nvidias AI-chip business and a buying opportunity.

Hims & Hers Health, Inc. operates a telehealth consultation platform. It connects consumers to healthcare professionals, enabling them to access medical care for mental health, sexual health, dermatology and primary care. The company was founded in 2017 and is headquartered in San Francisco, CA.

Hims & Hers Health Inc - Ordinary Shares - Class A

Hims & Hers Health Inc

Hims & Hers is under heavy selling pressure ahead of its Q3 earnings report, with traders speculating about a possible leak while others see the decline as pre-report positioning; a leak is unconfirmed. Bulls point to growth and potential upbeat guidance, while bears worry that the Eli Lilly obesity-drug deal could pressure margins and profitability.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics quarterly revenue beat and higher full-year outlook, driven by BRIUMVI growth, are the main focus; shares saw a sharp post-results dip and recovery, prompting debate over a sell the news reaction versus short-driven volatility. Traders are also watching for Phase 3 results on subcutaneous BRIUMVI as a next potential catalyst.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

IWMs sharp rally is drawing attention as small caps outperform, with traders describing a possible low-volume short squeeze and rotation into the Russell 2000. Bulls are chasing calls and citing hopes for easing inflation, while skeptics question the moves strength given reported weak flows and limited volume.

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, focused on the amended upper-limb-function evidence from HOPE-3, is driving attention ahead of the Nov. 22 PDUFA date. Bulls cite the trial data and a letter urging approval from 28 investigators, while skeptics point to FDA scrutiny and the earlier negative advisory-panel vote on the cardiac indication; short-squeeze speculation adds to the debate.

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

AMDs rally is drawing attention after Oppenheimer upgraded the stock, while Google Clouds use of EPYC processors in its AI infrastructure added a company-specific catalyst. Traders also point to money rotating from Nvidia amid a CEO-related investigation, though some see the move as sentiment-driven and question AMDs valuation.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

Candels SITC findings on immune activation and viral clearance, alongside its positive Phase 3 prostate-cancer results, are drawing attention as the company prepares a BLA for CAN-2409. Bulls see the data as supportive of the regulatory package, while skeptics question filing and manufacturing execution and warn of a possible sell-the-news reaction.

Axon Enterprise, Inc. engages in the development, manufacture, and sale of conducted electrical weapons for personal defense. It operates through the TASER segment and Software and Sensors segment. The TASER segment sells conducted electrical weapons, accessories, and other related products and services. The Software and Sensors segment includes devices, wearables, applications, cloud, and mobile products. The company was founded by Patrick W. Smith and Thomas P. Smith on September 7, 1993 and is headquartered in Scottsdale, AZ.

Axon Enterprise Inc

A quarterly earnings shortfall and reduced full-year revenue guidance, tied largely to federal Dedrone drone deployments being delayed, have driven a sharp selloff. Traders debate whether the decline overreacts to a timing issue or reflects high valuation and weaker near-term growth, with some buying the dip and others expecting further downside.

The Trade Desk, Inc. engages in the provision of a self-service and cloud-based ad-buying platform. The firm operates through the following geographical segments: United States and International. It offers omnichannel advertising, audience targeting, solutions for identity, application programming interface (API), custom, and programmatic, measurement and optimization. The company was founded by Jeffrey Terry Green and David Pickles in November 2009 and is headquartered in Ventura, CA.

Trade Desk Inc - Ordinary Shares - Class A

Trade Desk Inc

Trade Desk shares are rallying sharply ahead of its Q3 earnings report, with traders speculating about short covering and an earnings leak, though neither explanation is confirmed. The move has fueled hopes for a turnaround, while many investors worry that weak results or guidance could erase the gains.

Churchill Capital Corp. XI is a blank check company. It was formed for the purpose of effecting a merger, amalgamation, share exchange, asset acquisition, share purchase, reorganization or similar business combination with one or more businesses. The company was founded by Michael Stuart Klein on June 4, 2025 and is headquartered in New York, NY.

Agility Robotics Inc.

Agility Robotics Inc. - Ordinary Shares - Class A

Post-merger selling in Agility Robotics is drawing attention, with traders pointing to typical de-SPAC volatility and questioning the companys steep losses, limited revenue, and path to commercial scale. Some remain bullish on humanoid robotics and the companys reported orders, but the discussion is dominated by skepticism about valuation and near-term execution.

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Arthur Hayes Expects Bitcoin Weakness Until Fed And Banks Start Growing Balance Sheets

Cryptocurrency

The next Fed balance sheet update is due on Nov. 5, with the October jobs report following a day later.

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 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 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.


Bitcoin Is Jordi Visser's ‘Most Asymmetric Bet Ever’ As Tokenization Threatens To Upend Hedge Funds

Visser wrote that tokenization meant "the destruction of hedge funds," and said hedge funds were already reaching out to ask what it meant for them.


Bitcoin Beat The Forecast, But TD Cowen Reportedly Says The Rally May Have Further To Run

TD Cowen’s MD forecast Bitcoin to hit $132,750 by the end of 2027, roughly 54% above current levels.


Bitcoin Investors Pull $3.3B From Binance In 15 Days — But ETF Flows, Futures Positioning Flash Caution

Futures open interest fell 3.8% to $36.6 billion, but daily funding payments on long bets rose 57.3% to $1.5 million, Glassnode said.

Standard Chartered’s Kendrick Says Bitcoin Has ‘Turned The Tide,’ Keeps $500K Target

Geoff Kendrick said he was sticking with Standard Chartered's long-term Bitcoin target which the bank pushed by two years after cutting near-term forecasts.

Bitcoin Bulls And Bears Agree A Bottom Is Coming — They Just Disagree On How Much It'll Hurt

The $48,400 mark is crucial. Holding above it could signal the final stages of a market bottom, while breaching it could trigger larger sell-offs, analysts say.

Galaxy Digital Executives Calls GLXY Stock Undervalued, Pointing To $65M Buyback And Helios Power Ramp

Equity

CEO Mike Novogratz said passage of the CLARITY Act could drive a wave of traditional-finance participation in crypto markets.

ProShares Trust - ProShares Bitcoin ETF

Bullish Sentiment

<ul class="summary-bullets"><li>Arthur Hayes said dollar liquidity was “recharging” and shared a chart of the USDLIQ U Index, which has slipped from its recent high.</li><li>The Fed’s total assets fell to about $6.746 trillion in late October from about $6.756 trillion in mid-October.</li><li>Reserve balances averaged roughly $2.89 trillion in the week to Oct. 28, down about $68.8 billion.</li></ul>FLOP Labs CEO Arthur Hayes said on Tuesday that he now expects <a class="mention" data-mention="$BTC.X" data-symbol-id="BTC.X" href="https://stocktwits.com/symbol/BTC.X" target="_blank">Bitcoin</a> (BTC) to stay weak until the Federal Reserve or banks start expanding their balance sheets.On X, Hayes&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CryptoHayes/status/2117425706657558901?a=ijr7eVOVTr1C6x-utZ4&amp;s=20">said</a>, “USD liquidity is recharging. Expect $BTC weakness until Fed and/or banks start growing their balance sheet.” Hayes also shared a chart of a dollar liquidity gauge. USDLIQ U, index, which had slipped from its recent high.&nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/CryptoHayes/status/2117425706657558901" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_11_03_at_7_39_35_AM_8aafe1e01f.png" alt="Screenshot 2026-11-03 at 7.39.35 AM.png" width="884" height="1080"></a><figcaption>Source: @CryptoHayes/x</figcaption></figure>He tied Bitcoin’s next move to how much money is flowing through the financial system. When the Fed or banks expand their balance sheets, more cash typically becomes available for investors to invest in risk assets.&nbsp;<h2 class="st-heading-2">Fed Balance Sheet Edges Lower</h2>For now, the Fed’s balance sheet has been moving the other way. Total assets stood at over $6.746 trillion on Oct. 28, according to the central bank’s weekly&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.federalreserve.gov/releases/h41/current/">H.4.1 release</a>. Fed data showed that it was down from about $6.756 trillion on Oct. 14. Reserve balances dropped by about $68.8 billion in the week to Oct. 28, to roughly $2.89 trillion.That came as the Treasury’s cash account at the Fed rose by about $70.5 billion to roughly $1.02 trillion over the same week.&nbsp;In August, Treasury Secretary Scott Bessent's department raised the maximum size of its bond buyback operations to at least&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-rises-above-67000-as-treasury-doubles-bond-buybacks/cZYdZVURJl9">$4 billion from $2 billion</a>. Bitcoin had risen nearly 5% to above $67,000 the day of the announcement. Hayes urged investors at the time to “<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/arthur-hayes-says-back-up-the-truck-and-buy-crypto-treasury-buybacks/cZYknRTRJ8p">back up the truck</a> and buy crypto with both hands.” Within a week, Bitcoin touched $80,000.<h2 class="st-heading-2">What Comes Next</h2>Traders watching for the shift that Hayes described will get the next look at the Fed's balance sheet on Nov. 5, when the H.4.1 report is scheduled for release. The October jobs report will follow the next day.&nbsp;At the time of writing,&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was trading at $77,300, down over 1% in the past 24 hours. On Stocktwits, retail sentiment around BTC remained in the ‘extremely bearish’ zone, while chatter around it stayed at ‘normal’ levels over the past day.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amd-nvidia-could-join-tesla-on-samsung-s-texas-chip-plant-customer-list-report/cNGX21iR95F">AMD, Nvidia Could Join Tesla On Samsung’s Texas Chip Plant Customer List: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Arthur Hayes speaks on stage during Bitcoin Conference 2023 at Miami Beach Convention Center on May 19, 2023 in Miami Beach, Florida. (Photo by Jason Koerner/Getty Images for Bitcoin Magazine)

FLOP Labs CEO Arthur Hayes said on Tuesday that he now expects Bitcoin (BTC) to stay weak until the Federal Reserve or banks start expanding their balance sheets.

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