SPDR Dow Jones Industrial Average ETF

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Invesco QQQ Trust Series 1

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels quarterly report triggered a sharp selloff as weaker-than-expected fourth-quarter guidance, ongoing PC weakness and supply constraints overshadowed stronger data-center and AI growth. Traders are divided between calling the drop an overreaction to the outlook and arguing that it exposes continuing execution and earnings risks.

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

SanDisks strong quarterly results and upbeat outlook, driven by AI data-center storage demand, along with its announced 8-for-1 stock split, dominate discussion. Traders are split between viewing the report as a bullish sign for memory demand and questioning the weak, volatile share-price reaction amid broader tech-sector selling and possible profit-taking.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons quarterly results and outlook sparked a sharp selloff, as slight revenue and earnings misses, heavy AI infrastructure spending, and weaker free cash flow fueled concerns about returns on investment. Traders debated whether those worries outweighed strong AWS growth, with some viewing the drop as excessive and others warning that spending pressure and softer retail trends could persist.

Reddit, Inc. operates an entertainment, social networking, and news website where registered community members can submit content. The firm provides online news services where users can select and rank web content. It also offers a personalized filter on the day's story, using previous votes to determine what new things the user might like to read. The company was founded by Steven Ladd Huffman and Alexis Ohanian on June 23, 2005 and is headquartered in San Francisco, CA.

Reddit Inc. - Ordinary Shares - Class A

Reddit Inc

Reddit shares are under pressure after strong quarterly results were overshadowed by weaker-than-expected fourth-quarter revenue guidance and declining U.S. daily active users, alongside concerns about Google search referrals and a planned login requirement. Traders are split between viewing the selloff as an overreaction to solid revenue and profit growth and worrying that slower user growth and AI-driven changes to search could weigh on future traffic and advertising.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQs pullback is tied to Alphabets earnings-driven selloff and broader weakness in megacap tech, with traders watching Amazons results and questioning whether heavy AI spending will deliver adequate returns. Bearish posts warn the tech and AI trade may be weakening, while dip buyers see the selling as an overreaction and argue the weakness could be temporary.

Iovance Biotherapeutics, Inc. engages in the development and commercialization of cell therapies using autologous tumor-infiltrating lymphocytes (TIL) for the treatment of cancer. Its products include Amtagvi (lifileucel), and Proleukin (aldesleukin). The firm also develops investigational TIL therapies for other solid tumor cancers. The company was founded by Robert T. Brooke on September 17, 2007 and is headquartered in San Carlos, CA.

Iovance Biotherapeutics Inc

Iovances updated lung-cancer trial results drove a sharp selloff: the overall response rate was largely unchanged, while a biomarker-selected subgroup showed stronger results, leaving investors weighing the narrower opportunity and uncertain path to approval. Traders also criticized managements high expectations and poorly received conference call, while some viewed the reaction as an overreaction to promising subgroup data.

Rivian Automotive, Inc. engages in the design, development, and manufacture of category-defining electric vehicles and accessories. It operates through following segments: Automotive, Software and Services. The company was founded by Robert J. Scaringe in June 2009 and is headquartered in Irvine, CA.

Rivian Automotive Inc - Ordinary Shares - Class A

Rivian Automotive Inc

Rivians quarterly results beat expectations and management raised its delivery outlook, but the stocks muted reaction has fueled debate over persistent losses and cash burn. More recently, traders have focused on reports that Volkswagen may use Xpeng software in some vehicles, raising concerns about Rivians software partnership; Walmart-branded van sightings remain unconfirmed speculation.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategys Q3 earnings are the main focus, with traders debating the revenue miss and whether reported profitlargely tied to Bitcoin gainssignals strength; concerns about cash use, preferred dividends and dilution are weighing on sentiment. The discussion is also closely tied to Bitcoins decline, with bears warning of further pressure and bulls buying the dip or arguing MSTR largely trades with BTC.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

Ripples Swell announcements, including final U.S. trust-bank approval and institutional partnerships involving RLUSD, have drawn attention, but XRP has remained weak despite the positive Ripple headlines. Traders are divided over whether the developments will create demand for XRP itself or primarily benefit Ripple and its stablecoin.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples relative strength amid pressure on AI-heavy megacaps is driving talk of a safe-haven rotation into the stock, while traders debate whether its stretched valuation is justified ahead of earnings. The community is split between buyers treating AAPL as a hedge and bears expecting a pullback; complaints about the foldable iPhone Duos screen durability and reactions to new Mac launches add to the discussion.

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Jordi Visser Calls Chamath Palihapitiya’s Bitcoin Going To Zero Tale ‘Completely Just A Joke,’ Says AI Sell-Off Could Bottom In Two Weeks

Cryptocurrency

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’s Next Move Could Shake Stocks And Metals: Bloomberg Strategist Warns As Fidelity Sees Bull Run

McGlone said stocks, metals and copper have not followed Bitcoin lower this time.


Bitcoin Tests Average Buyer’s Break-Even As ETF Outflows Clash With Wall Street Buying

Darkfost said the market was oscillating around the $80,500 line in a pattern resembling late 2025 and early 2026, with the level holding as support for now.


Bitcoin's Monthly Closes Keep Climbing From Its Summer Low As Ben Cowen Says Burden Of Proof Has Shifted To Bears

Analyst Ben Cowen changed his stance, saying he "certainly didn't think" Bitcoin would take out its May high this year.

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 Is Headed For Its Best Quarter In Nearly 2 Years – But Traders Are Using Less Leverage

Bitcoin is heading into Q4 after one of its strongest quarters in years, but the structure of the rally may matter as much as the gain.

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. 


Bitcoin Eyes $90K Breakout After Best ETF Week Since October 2025 — Analyst Says One Level Decides It

Spot Bitcoin ETFs attracted $2.39 billion last week, the strongest inflow week since October 2025.

Fidelity Wise Origin Bitcoin Fund - Fidelity Wise Origin Bitcoin Fund Beneficial Interest

Bearish Sentiment

<ul class="summary-bullets"><li>Jordi Visser dismissed Palihapitiya’s warning on Saturday that <a class="mention" data-mention="$BTC.X" data-symbol-id="BTC.X" href="https://stocktwits.com/symbol/BTC.X" target="_blank">Bitcoin</a> will go to zero, calling it “completely just a joke.”</li><li>Visser said Palihapitiya “doesn’t have the credentials to say what he said” and that banks now have “a vested interest” in protecting Bitcoin.</li><li>He said hedge funds were having “a historic month,” with long-short, quant and multi-strategy funds all down more than 1% on Thursday.</li></ul>Veteran Wall Street investor Jordi Visser dismissed Chamath Palihapitiya’s warning that Bitcoin (BTC) will go to zero as “completely just a joke,” predicting that the sell-off in AI stocks could bottom within the next two weeks.Speaking on Anthony Pompliano’s&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=huUoyFrZW08&amp;t=5s">podcast</a> on Saturday, Visser pushed back, saying, “I really do believe that in the end he doesn’t have the credentials to say what he said.” He added that there was still time to address future security risks to Bitcoin.Visser also argued that banks have now become allies, and as they move into crypto, they “now have a vested interest every single day to speed up where the Bitcoin solution is.”<h2 class="st-heading-2">Hedge Funds Take A Hit</h2>Visser said hedge funds were having “a historic month, more so than even July.” He explained that there had been only three days since 2020 when long-short equity, quantitative and multi-strategy funds all fell more than 80 basis points in a single day, and all three came this year. Visser said that the fourth followed on Thursday, with each strategy down more than 1%.“This is not just long short equity,” Visser said. “This is everything going at the same time.”<h2 class="st-heading-2">Bottom In Sight</h2>Despite the turmoil, Visser said the AI trade remained intact. “AI is not a bubble. It’s inevitable,” he said.He pointed to three possible turning points, including the earnings from the big cloud companies, the U.S. midterm elections and the Treasury’s quarterly refunding.“I think the low for this AI portion will happen within the next two weeks,” Visser said.<h2 class="st-heading-2">What Did Chamath Say?</h2>Palihapitiya made the call on&nbsp;Wednesday, on the&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=kAwG9E1W_ME&amp;t=6428s">Moonshots with Peter Diamandis podcast</a>. When he was asked whether Bitcoin was “cooked,” Palihapitiya said, “I just think it’s capped, and then I think eventually it gets hacked and then it goes to zero.” He argued that Bitcoin would need to adopt stronger cryptography to stay secure, but doubted that would happen. He said the Bitcoin community “can’t even agree where to meet.”Visser rejected that argument, adding that the risk “needs to be taken seriously,” but that “we still have seven years to prepare for this.” He added that banks’ growing stake in crypto gives them a reason to help find a fix.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin price</a> is up by 1% during the past 24 hours. On Stocktwits, the retail sentiment around BTC remained in the ‘bearish’ zone, while chatter around it shifted to ‘normal’ from ‘low’ over the past day.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/grayscale-names-three-small-cap-tokens-powering-ai-buildout/cZUcx4ERBUY">AI Tokens Post A Mixed Bag As Grayscale Spotlights Three Projects Beyond TAO, NEAR And WLD</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, the cryptocurrency electronic cash Bitcoin (BTC, BCH) logo seen displayed on a smartphone with an Artificial intelligence (AI) chip (Photo Illustration by Budrul Chukrut/SOPA Images/LightRocket via Getty Images)

Veteran Wall Street investor Jordi Visser dismissed Chamath Palihapitiya’s warning that Bitcoin (BTC) will go to zero as “completely just a joke,” predicting that the sell-off in AI stocks could bottom within the next two weeks.

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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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