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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 weaker-than-expected fourth-quarter outlook, amid PC weakness and supply constraints, overshadowed a stronger third-quarter report and drove a sharp selloff. Traders largely criticized the guidance and execution, while some called the drop an overreaction and viewed the shares as oversold.

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, supported by booming AI data-center NAND demand, are drawing attention alongside its announced 8-for-1 stock split. Traders are debating the sharp, volatile selloff despite the positive report, attributing it variously to profit-taking and a broader tech-sector risk-off move, while others question whether growth and memory pricing can remain sustainable.

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 selloff, as investors focused on slight misses against expectations, softer forward guidance, and heavy AI infrastructure spending that is weighing on cash flow. Traders are split: bears see spending and cash-flow risks, while bulls point to strong AWS growth and view the drop as an overreaction.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Mega-cap tech weakness and earnings reactions are weighing on QQQ, with traders pointing to Googles selloff, Intels weak outlook, and Amazons results. The dominant debate is whether heavy AI spending is failing to show sufficient returns and signaling a broader tech unwind, or whether the pullback is a buying opportunity amid sector rotation.

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 a strong Q3 earnings beat was overshadowed by weaker-than-expected Q4 revenue guidance, slowing user growth and a decline in U.S. daily active users, alongside concerns about falling Google search referrals. Traders debate whether the selloff is excessive given revenue growth and profitability, while others worry that a planned login requirement could further limit traffic and monetization.

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

Updated lifileucel lung-cancer trial results sparked a sharp selloff: the overall response rate remained around one in four, while a small, retrospectively identified biomarker subgroup showed a much higher response rate. Traders are divided over whether the subgroup points to a promising precision-treatment path or signals a narrower opportunity and greater uncertainty about durability, FDA approval timing, and managements presentation of the 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 better-than-expected third-quarter results and raised delivery outlook have put the R2 production ramp in focus. Bulls see improving execution, while skeptics point to continued losses and cash burn; speculation about a Walmart van deal remains unconfirmed.

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

Apple is drawing attention for its resilience and push toward record highs as traders describe a rotation from pressured AI and semiconductor stocks into the perceived safe haven, citing Apples comparatively restrained AI spending. Bulls view that positioning and recent product launches as supportive, while bears argue the valuation is stretched and point to upcoming earnings and iPhone Duo screen complaints as risks.

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 quarterly results have sparked debate: bulls point to the reported earnings beat, while skeptics argue it was driven by Bitcoin gains and focus on the revenue miss and financing costs. Bitcoins selloff and concerns about dilution and preferred-share dividends are adding pressure, with traders divided over whether the drop is a buying opportunity or a sign of further downside.

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 approval for its national trust bank and partnerships centered on RLUSD, are prompting debate about whether the developments benefit XRP itself. Many traders are frustrated that XRP has fallen or stayed weak despite positive Ripple news, arguing that RLUSD may capture more of the value; others remain bullish on wider ecosystem adoption.

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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.

ARK 21Shares Bitcoin ETF

NEOS Bitcoin High Income ETF

Fidelity Wise Origin Bitcoin Fund

iShares Bitcoin Trust ETF

Hold rates steady

Cut 25 bps

Hike 25 bps

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.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

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