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UiPath, Inc. engages in the development and provision of a software platform to automate business processes. The firm serves the public, healthcare, telecommunication, finance, and banking industries. It also offers accounts payable automation, claims processing automation, contact center automation, and finance and accounting automation. The company was founded by Daniel Dines and Marius Tirca in 2005 and is headquartered in New York, NY.

UiPath Inc - Ordinary Shares - Class A

UiPath Inc

UiPath is trending as investors debate whether the current price represents a deep-value opportunity or a value trap, with the community closely tracking its pivot into agentic AI orchestration and enterprise integration partnerships. While many express frustration over persistent share price weakness and perceived manipulation, others are aggressively accumulating shares, pointing to the company's strong cash position, lack of debt, and potential for long-term growth as the market rotates toward quality AI software.

Ford Motor Co. engages in the manufacture, distribution, and sale of automobiles. It operates through the following segments: Ford Blue, Ford Model E, Ford Pro, Ford Credit, and Corporate Other. The Ford Blue, Ford Model E, and Ford Pro segment includes the sale of Ford and Lincoln vehicles, service parts, and accessories, together with the associated costs to develop, manufacture, distribute, and service the vehicles, parts, and accessories. The Ford Credit segment consists of the Ford Credit business on a consolidated basis, which is primarily vehicle-related financing and leasing activities. The Corporate Other segment refers to corporate governance expenses, past service pension and OPEB income and expense, interest income and gains and losses from cash, cash equivalents, and marketable securities, and foreign exchange derivatives gains, and losses associated with intercompany lending. The company was founded by Henry Ford on June 16, 1903 and is headquartered in Dearborn, MI.

Ford Motor Co.

Ford Motor Co

Ford is currently trending as investors weigh its potential for industrial and energy infrastructure expansion, specifically through the newly launched Ford Energy division focused on battery storage for data centers, against ongoing concerns about high interest rates and manufacturing costs. Community discussion remains polarized, with some bulls highlighting the company's long-term pivot toward energy and military-industrial contracts, while bears focus on recent production recalls and broader economic headwinds impacting the auto sector.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS Life Sciences is trending as investors react to the company's update that 78 out of 80 events have been recorded in its pivotal REGAL Phase 3 study, fueling speculation that the final catalyst is imminent. The community is sharply divided, with longs anticipating a massive breakthrough for the GPS immunotherapy program while bears remain skeptical about trial timing and the potential impact of warrant exercises on share price volatility.

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

Nokia is trending as investors pivot toward its expanding role in AI infrastructure, specifically through high-growth optical networking and strategic partnerships with major industry leaders. The community is actively discussing the stock's potential for a long-term rerating, with many traders closely tracking heavy call option activity and institutional accumulation as indicators of sustained upside momentum.

Robinhood Ventures Fund I invest in companies located in the United States. The fund focuses on a broad range of sectors and industries. It provides financing for early stage transactions.

Robinhood Ventures Fund I - Common shares of beneficial interest

Robinhood Ventures Fund I (RVI) is seeing intense trading activity as investors speculate on its potential to provide direct exposure to high-growth private AI and technology companies like OpenAI and DataBricks. The community is actively debating the fund's significant premium above its net asset value, with bulls highlighting the long-term potential of these early-stage holdings while skeptics warn about high volatility and the risks associated with rapid, momentum-driven price swings.

Eos Energy Enterprises, Inc. designs, manufactures, and deploys battery storage solutions for the electricity industry. It offers the Eos Znyth DC battery system product which designs to meet the requirements of the grid-scale energy storage market. The company was founded in 2008 and is headquartered in Edison, NJ.

Eos Energy Enterprises Inc - Ordinary Shares - Class A

Eos Energy is seeing significant market interest driven by a strong quarterly revenue beat and the formation of a joint venture with Cerberus to scale long-duration storage for the data center and AI sectors. The community is actively debating the stock's potential for a short squeeze due to high short interest, while weighing the impact of upcoming capacity expansion against concerns over historical dilution and legal overhangs.

Everspin Technologies, Inc. engages in the provision of magnetoresistive random access memory (MRAM) solutions. Its products include Toggle MRAM, Spin-transfer Torque MRAM, TMR Sensors, and Embedded MRAM. The company was founded by Saied Tehrani on May 16, 2008 and is headquartered in Chandler, AZ.

Everspin Technologies Inc

Everspin Technologies is experiencing high trading volume and volatility driven by its unique position as the only manufacturer of high-reliability MRAM, with recent catalysts including a significant defense contract and strategic industry partnerships for domestic production. The community is actively discussing the stock's potential as a major player in Edge AI infrastructure and orbital data center applications, while also debating the risks of a possible short squeeze against its low-float status versus concerns over potential future equity offerings.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is experiencing heightened volatility and mixed sentiment as traders weigh the impact of recent inflation data against potential legislative progress with the Clarity Act. The community remains deeply divided, with many actively debating whether to accumulate during the current price consolidation or brace for a deeper correction amid shifting macroeconomic signals.

Alibaba Group Holding Ltd. engages in providing technology infrastructure and marketing reach. It operates through the following business segments: China Commerce, International Commerce, Local Consumer Services, Cainiao, Cloud, Digital Media and Entertainment, and Innovation Initiatives and Others segments. The Core Commerce segment consists of platforms operating in retail and wholesale. The China Commerce segment includes China commerce retail and wholesale businesses. The International Commerce segment focuses on international commerce retail and wholesale businesses. The Local Consumer Services segment is involved in To-Home businesses, which include Ele.me, local services and delivery platform, and Taoxianda, and To-Destination segment businesses which include Amap, the provider of mobile digital map, navigation and real-time traffic information, and restaurant and local services guide platform. The Cainiao segment has Cainiao Network and offers domestic and international one-stop-shop logistics services and supply chain management solution. The Cloud segment includes Alibaba Cloud and DingTalk. The company was founded by Chung Tsai and Yun Ma on June 28, 1999 and is headquartered in Hangzhou, China.

Alibaba Group Holding Ltd - ADR

Alibaba Group Holding Ltd

Alibaba Group is trending as investors weigh significant AI infrastructure investments against a quarterly earnings miss, with community sentiment split between frustration over price stagnation and bullish excitement regarding upcoming trade talks and long-term cloud growth potential.

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

Meta Platforms is currently trending as investors debate the impact of heavy AI capital expenditure versus the stock's long-term valuation and revenue growth. While some community members worry about persistent overhead costs and technical resistance near the 600 level, others view the current consolidation as a prime accumulation opportunity for a company they see as significantly undervalued compared to its peers.

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<ul class="summary-bullets"><li>The Roundhill Memory ETF has benefited from the AI memory boom, as its top holdings include the biggest memory plays.&nbsp;</li><li>Soaring prices for high-bandwidth memory and storage have added to the momentum.&nbsp;</li><li>Micron Technology, SK Hynix, and Samsung Electronics make up about 75% of the ETF’s holdings.</li></ul>The new kid on the block among the artificial intelligence trade rush is memory, and investors are piling in fast.The newly-launched <a href="https://stocktwits.com/symbol/DRAM">Roundhill Memory ETF (DRAM)</a> has surged about 90% since its debut on April 2, quickly turning into one of the market’s hottest AI plays. The exchange-traded fund has surpassed major U.S. stock market indexes since its listing.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260511_014251954_png_ed96044263.webp" alt="koyfin_20260511_014251954.png" width="1600" height="1000"></figure><h2 class="st-heading-2">The Memory Supercycle</h2><a href="https://stocktwits.com/news-articles/markets/equity/mu-sndk-wdc-memory-stocks-rally-overnight-micron-eyes-1-t-club/cZX9oDNReWI">Memory chip stocks have rallied</a> in 2026 amid an explosive demand for AI infrastructure that has far outpaced supply. Soaring prices for high-bandwidth memory and storage have added to the momentum.“Global semiconductor revenue is projected to increase 62.7% YoY in 2026, with the strongest growth in DRAM and NAND due to supply shortages, with DRAM revenue projected to nearly double YoY and NAND potentially quadrupling,” Beth Kindig, CEO and Lead Tech Analyst for the I/O Fund, noted in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Beth_Kindig/status/2053607168968892528">post</a> on X.The Roundhill Memory ETF has benefited from this boom, as its top holdings comprise the biggest memory plays. <a href="https://stocktwits.com/symbol/MU">Micron Technology Inc.</a> (MU), South Korea’s SK Hynix, and Samsung Electronics make up about 75% of the ETF’s holdings.<div><figure class="table"><table class="ck-table-resized"><colgroup><col><col></colgroup><tbody><tr><td>Name</td><td>Weight</td></tr><tr><td>Micron Technology Inc</td><td>27.33%</td></tr><tr><td>SK hynix</td><td>26.37%</td></tr><tr><td>Samsung Electronics Co</td><td>20.42%</td></tr><tr><td>Sandisk</td><td>5.94%</td></tr><tr><td>Kioxia Holdings</td><td>5.68%</td></tr><tr><td>Seagate Technology Holdings</td><td>4.70%</td></tr><tr><td>Western Digital</td><td>4.22%</td></tr></tbody></table></figure></div>As of May 10 | Source: Roundhill InvestmentsMU shares have more than doubled since the ETF launched, while Samsung crossed the $1 trillion market capitalization milestone last week.“In my view, we are still only at the threshold of a prolonged rally. While the memory market remains cyclical, the current upcycle is projected to last at least until 2028,” said Dmytro Lebid, investment consultant, trader, and financial analyst, in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/Dmytro_Lebid/status/2053387364261634291">post</a> on X.Lebid said he is bullish on Micron and SanDisk, adding, “Recent analysis confirms their high investment appeal and significant upside potential.”<h2 class="st-heading-2">The Asian AI Exposure</h2>Another reason for the fund’s popularity is its exposure to South Korea’s popular chip stocks SK Hynix and Samsung Electronics, according to Roundhill CEO Dave Mazza.“These are two of the biggest memory companies and they’re essentially inaccessible for U.S. investors,” Mazza <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/05/08/the-hottest-etf-since-bitcoin-mania-just-added-1-billion-in-a-day.html">told</a> CNBC. “If you buy a South Korea ETF, you’re gonna get other stuff you don’t want. And if you buy a semiconductor ETF, the weight of companies like Micron is too small.”<a href="https://stocktwits.com/news-articles/markets/equity/forget-spy-and-qqq-these-asia-linked-etfs-are-stealing-the-ai-mania/cZX9UayReWZ">ETFs related to Taiwan and South Korea</a> have outperformed Wall Street by a wide margin this year, as the Asian countries have posted historic stock market expansions driven by surging semiconductor demand.However, the DRAM ETF has surpassed the <a href="https://stocktwits.com/symbol/EWY">iShares MSCI South Korea ETF (EWY)</a> and the <a href="https://stocktwits.com/symbol/EWT">iShares MSCI Taiwan ETF (EWT)</a> since its debut.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260511_024024287_png_ef04957e5f.webp" alt="koyfin_20260511_024024287.png" width="1600" height="1000"></figure><h2 class="st-heading-2">Retail Stance On DRAM</h2>On Stocktwits, retail sentiment around DRAM has been in the ‘extremely bullish’ territory amid ‘extremely high’ message volumes at the time of writing.One bullish user said, “I'll sell both of my kidneys if i have to in order to get some call action here.”<stembedurl>https://stocktwits.com/Cloudchowdur/message/652904815</stembedurl>Another bullish user said, “The current price is at very attractive levels, sitting in areas that are expected to see a strong technical rebound amid rising tensions. The stock is currently considered an opportunity.” The user also added, “Opportunities like this do not happen every day.”<stembedurl>https://stocktwits.com/NAWAF_26/message/652904547</stembedurl>DRAM was down about 0.06% in Monday’s premarket trading at the time of writing.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A technician laying CPU in the motherboard socket. Michael Burry believes that rally in the chips sector would cool. (Image source: Getty)

DRAM ETF Is Wall Street’s New AI Obsession Amid Memory Supercycle

The newly-launched Roundhill Memory ETF (DRAM) has surged about 90% since its debut on April 2.

DRAM ETF Surges As Investors Pile Into AI’s Hottest Trade

Equity

<ul class="summary-bullets"><li>Meanwhile, SPDR S&amp;P 500 ETF (SPY) has gained 32%, and the Invesco QQQ Trust (QQQ) has increased 46% in the same period.&nbsp;</li><li>Goldman Sachs expects South Korea’s AI-related exports to triple to almost 30% of its GDP this year.</li><li>Taiwan’s stock market is on track to overtake India to become the fifth largest in the world as soon as next month, as per The Kobeissi Letter.</li></ul>The artificial intelligence boom has propelled benchmark indexes, the S&amp;P 500 and the tech-heavy Nasdaq Composite, to multiple record highs in 2026, but the real breakout winners are emerging in Asia.Taiwan and South Korea are witnessing historic stock market expansions driven by surging semiconductor demand, with exchange-traded funds linked to Asia’s chip-heavy markets outperforming Wall Street by a wide margin.South Korea’s KOSPI hit a fresh record on Monday, surging more than 4% to 7,899.32. The Taiwan Stock Exchange Weighted Index (TAIEX) closed above 42,000 for the first time last week.Meanwhile, the <a href="https://stocktwits.com/symbol/EWY">iShares MSCI South Korea ETF (EWY)</a>, which tracks South Korean equities, has surged more than 239% in the last year, and the <a href="https://stocktwits.com/symbol/EWT">iShares MSCI Taiwan ETF (EWT)</a> has gained more than 96% in the same time, far beating the 32% gains of <a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a> and 46% of <a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> in the same period.<figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20260511_121005415_png_46f15aa352.webp" alt="koyfin_20260511_121005415.png" width="1600" height="1000"></figure>Taiwan and South Korea, in particular, are benefiting sharply from the AI boom because they sit at the center of the global AI physical supply chain, particularly for advanced semiconductors and memory chips.As of May, the EWY is heavily concentrated in technology, with SK Hynix Inc. and Samsung Electronics making up nearly 50% of the total portfolio, while Taiwan Semiconductor Manufacturing Co. (TSM) is the largest holding at EWT, comprising more than 20% of the portfolio.<h2 class="st-heading-2">The Asian Supercycle</h2>Taiwan’s economy has grown at the fastest pace since 1987 in the first quarter of 2026, and South Korean exports have been surging due to higher shipments of semiconductors, according to a Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-05-11/goldman-sees-rates-pressure-as-ai-fuels-k-shaped-korea-taiwan">report</a>.Goldman Sachs expects South Korea’s gross domestic product growth to hit 2.5% this year, rebounding from 1% in 2025. The analyst said that South Korea’s AI-related exports could triple to almost 30% of its GDP this year.Meanwhile, JPMorgan Chase &amp; Co. has raised its KOSPI target to 9,000 and its bull‑case target to 10,000, partly driven higher by the semiconductor supercycle, according to a separate Bloomberg <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2026-05-11/jpmorgan-hikes-kospi-bull-case-target-to-10-000-on-memory-boom">report</a>. This is the bank’s second raise in less than a month.“In these unique conditions, we believe it remains appropriate to stay positioned for further upside and not preemptively anticipate a cycle-end,” JPMorgan Chase said in a note, as per the report.Both analysts believe that a sustained upcycle for memory chips, driven by average selling prices and volumes, is likely in the next two years. &nbsp;Meanwhile, Taiwan’s GDP growth is expected to accelerate to about 10% in 2026, up from 8.7% last year, with the technology boom likely to increase growth volatility, according to Goldman Sachs. The country’s AI-related exports could rise to more than 30% of GDP, the Bloomberg report noted.Taiwan’s stock market is also on track to overtake India's to become the fifth-largest in the world as soon as next month, according to The Kobeissi Letter. Taiwan's stock market has already surpassed the UK's and Canada’s stock market values. Meanwhile, South Korea's stock market cap has beaten the UK and is on track to overtake Canada this month.“Collectively, the two markets have added +$4.6 trillion in market value over the last 12 months, driven by AI-related stocks,” the industry-leading market commentary service said in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/KobeissiLetter/status/2051305216293605796">post</a> on X earlier this month. “AI is transforming Taiwan and South Korea into a global economic power.”<h2 class="st-heading-2">US Markets Are Rallying Too</h2>Meanwhile, U.S. stock markets have also surged to record highs amid the AI boom. The S&amp;P 500 and Nasdaq Composite <a href="https://stocktwits.com/news-articles/markets/equity/dow-sp500-nasdaq-futures-slip-as-trump-calls-iran-peace-proposal-totally-unacceptable/cZX98chReWE">rallied to record highs</a> on Friday, closing up 0.84% and 1.71%, respectively, driven by gains in Nvidia, SanDisk, Micron Technology, and other AI-related stocks, even as a stronger-than-expected April jobs report boosted sentiment.<h2 class="st-heading-2">Are Retail Traders Aware Of EWT, EWY?</h2>On Stocktwits, retail sentiment around EWY and EWT was in the ‘bullish’ and ‘bearish’ territories, respectively, amid ‘high’ message volumes at the time of writing. Retail traders have been very much keyed into the trends, with EWY’s following surging by 82% over the past three months, while EWT’s has jumped by nearly 10%.One bullish user said, “$EWY 250+ very strong bottom formed at 180.”<stembedurl>https://stocktwits.com/GoSoftlanding/message/652809306</stembedurl>Another user said, “Korea [is] going nuts again…”<stembedurl>https://stocktwits.com/10D_west/message/652892281</stembedurl>Meanwhile, for SPY and QQQ, retail sentiment was in the ‘bullish’ territory.For updates and corrections, email newsroom[at]stocktwits[dot]com.

South Korea's KOSPI Hits Record High, Surging Over 5% To Surpass 6,900 Mark (Photo by Chris Jung/NurPhoto via Getty Images)

Forget SPY And QQQ — These Asia-Linked ETFs Are Stealing The AI Mania

The iShares MSCI South Korea ETF and the iShares MSCI Taiwan ETF have surged more than 239% and 96%, respectively, in the last 12 months. 

3 Market Themes Driving Stocks Right Now: AI, Alt Energy and Commodities

AI, Alternative Energy and Commodity stocks are all leading this market as a confluence of economic developments drive growth and constrain supply.

ETFs to Gain as US & Taiwan Sign Trade Deal to Reduce Tariffs to 15%

A new US-Taiwan trade deal cuts tariffs to 15%, putting ETFs like EWT into focus.

Taiwanese President Lai Ching-te has canceled a planned overseas trip after the Trump administration declined to approve stopovers in New York and Dallas, amid concerns it could derail trade negotiations with China and plans for a potential Trump–Xi summit.Lai was set to visit Paraguay, Guatemala, and Belize in early August, with&nbsp;transit stops in New York on&nbsp;Aug. 4 and Dallas ten days later, Bloomberg&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-07-29/taiwan-president-calls-off-us-transit-as-trump-seeks-xi-summit">reported</a>.The trip was quietly shelved after U.S. officials withheld approval, following objections from Beijing. Taiwan’s Presidential Office cited typhoon recovery efforts and ongoing tariff talks with the U.S. as additional reasons for the cancellation.The move has sparked backlash in Taipei and Washington. Former House Speaker Nancy Pelosi called it “a victory for Xi” and warned it sends a signal that the U.S. can be “bullied by Beijing into silence” on Taiwan.&nbsp;The State Department said such transits remain consistent with long-standing U.S. policy, but no new plans were announced.Lai’s trip would have marked his first stop in continental U.S. cities since taking office. A previous transit through Hawaii and Guam last December triggered China’s largest naval deployment near Taiwan in years.&nbsp;China, which has called Lai a “separatist,” has responded to past U.S. transits by Taiwanese leaders with military exercises near the island.The timing is diplomatically sensitive. U.S. Treasury Secretary Scott Bessent met Chinese Vice Premier He Lifeng in Stockholm on Monday, with both sides working to extend a tariff truce that could pave the way for a Trump–Xi meeting.&nbsp;Trump’s team has also reportedly begun outreach to U.S. CEOs about a potential trip to Beijing.Lai, who won the presidency with the lowest margin since 2000, faces rising pressure at home after a failed effort to unseat lawmakers. Meanwhile, Taiwanese officials are in Washington seeking to avoid a threatened 32% tariff. While Lai’s visit was never formally announced, officials in Paraguay and Guatemala had been preparing for his arrival.The Trump administration’s decision mirrors past cases where U.S. leaders blocked Taiwan transits to avoid provoking Beijing.&nbsp;Linking Taiwan to trade with China sends “a dangerous message to Beijing,” said Laura Rosenberger, former U.S. diplomat and American Institute in Taiwan chair.On Stocktwits, retail sentiment was ‘bullish’ for the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF Trust (SPY)</a> and ‘extremely bullish’ for the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a>, both amid ‘normal’ message volume, while sentiment for the&nbsp;<a href="https://stocktwits.com/symbol/EWT">iShares MSCI Taiwan ETF (EWT)</a> was ‘neutral’ despite ‘high’ message activity.So far in 2025, EWT is up 15%, outperforming both SPY, which has gained 9%, and QQQ, up 11.4% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.

President Lai Ching-Te delivers a speech during Taiwan National Day on October 10, 2024 in Taipei, Taiwan. (Photo by Annabelle Chih/Getty Images)

Why Trump Blocked Taiwan Leader’s America Stopover — And What It Means For US–China Trade Talks

The canceled visit comes as the U.S. and China work to extend a tariff truce, with President Trump preparing for a possible summit with Chinese President Xi Jinping.

Citi’s Willer expects AI trade to outweigh Middle East risks

Investing.com -- Citi’s Global Head of Macro and Asset Allocation maintains a constructive stance on equities despite ongoing geopolitical tensions in the Middle East, highlighting a renewed focus on the AI trade as a key driver of market sentiment.

Taiwan dollar registers largest intraday gain in three decades

Investing.com -- Taiwan’s dollar experienced a significant surge on Monday, registering an intraday gain of as much as 5%, the largest in over three decades. This development is attributed to speculation that exporters are converting their US dollar holdings into the local currency at an accelerated pace.

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