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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 quarterly report triggered a sharp selloff as a weaker fourth-quarter outlook, PC-market softness and supply bottlenecks overshadowed better-than-expected results and strong data-center growth. Traders are divided between viewing the drop as justified by execution and demand concerns and calling it an overreaction or dip-buying opportunity.

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 are driving attention: investors are focused on heavy AI infrastructure spending, weaker cash flow, modest retail growth, and a softer holiday-quarter forecast, despite strong AWS growth. The reaction is divided between concern that spending may outpace returns and bullish views that AWS growth supports the investment.

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 fiscal-quarter earnings beat and raised outlook, alongside an announced 8-for-1 stock split, are driving attention. Traders are debating the sharp selloff despite the results, attributing it variously to profit-taking and high expectations, or broader weakness in tech and AI-related stocks.

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 results and Bitcoin-linked selloff dominate discussion, with traders criticizing the revenue miss and questioning how much reported earnings reflect Bitcoin gains rather than core operations. Bearish posts also focus on dilution and preferred-share dividend obligations, while bulls view the weakness as a buying opportunity; speculation about a Binance security incident added to crypto-market anxiety.

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 is caught in a broader AI-stock selloff as traders question whether massive data-center spending will earn adequate returns; reports that Nvidia may backstop financing for a cloud customers Anthropic buildout have intensified concerns about circular financing. Bulls counter that hyperscaler investment and demand for AI compute remain strong.

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 weakness in AI-focused tech stocks has fueled talk of a safe-haven rotation, with traders describing it as an anti-AI hedge that is helping support major indexes. The debate is whether that resilience can hold into earnings given the stocks high valuation, while some also point to complaints about the new foldable iPhones screen.

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

Reddits post-earnings selloff is drawing attention despite a strong quarterly beat, as weaker-than-expected Q4 guidance, declining search referrals and the planned logged-in-only experience raise concerns about user growth and traffic. Traders are divided over whether the login change could further hurt engagement or improve monetization, with some calling the drop an overreaction and others questioning Reddits growth outlook amid AI-driven changes to search.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure as disappointing reactions to major tech earnings, including Amazon and Intel, amplify concerns that heavy AI infrastructure spending may not deliver sufficient returns. Traders are debating whether this signals a broader AI-led tech correction or an overreaction, with bearish calls for further losses competing with dip-buying and rebound views.

Coinbase Global, Inc. engages in the provision of a trusted platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a wide variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers primary financial account for the cryptoeconomy, institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. The company was founded by Brian Armstrong and Fred Ernest Ehrsam in May 2012 and is headquartered in New York, NY.

Coinbase Global Inc - Ordinary Shares - Class A

Coinbase Global Inc

Coinbases Q3 results are prompting debate over headline profitability versus weaker underlying trading and operating performance, while a reported Binance security incident and falling crypto prices add pressure to sentiment. Traders are split between expecting further downside and viewing COINs relative resilience as a buying opportunity.

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 Q3 results beat expectations and the company raised its full-year outlook as R2 deliveries ramped, driving discussion of improving execution and growth prospects. The reaction is mixed: bullish traders welcome the progress, while skeptics point to continued losses and question why the shares have not responded more strongly.

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

Cryptocurrency

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 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.


VanEck Sees Bitcoin Reaching $500,000 As Gold Benchmark Supports Long-Term Upside Case

VanEck’s Matthew Sigel said Bitcoin is in an early recovery, with gold as the benchmark for its rise. 


Morgan Stanley Reportedly Sees 'Reasonable Path' For DeFi Vaults, Six Months After Bitcoin ETF Debut

Equity

In an interview with Bloomberg, Morgan Stanley said it has set up a Digital Asset Lab for stablecoins, tokenization, and DeFi applications.

This Bitcoin Signal Has Flashed Just 4 Times In History, And The Prior 3 Coincided With Bear-Market Bottoms — Here’s What To Know

Bitcoin’s rebound above $80,000 puts focus on whether demand and longer-term technical levels could support further gains.

Bitcoin Reclaims $69K on Treasury Move: More ETF Upside Ahead?

Bitcoin's rebound above $69,000, strong ETF inflows and a more supportive macro backdrop could offer fresh upside for Bitcoin ETFs.

Wall Street's Cheapest Bitcoin ETF Made $400 Million Without Lifting A Finger — Executive Sees More Assets Ahead

Morgan Stanley has a sponsor fee of 0.14%, 11 basis points less than BlackRock’s iShares Bitcoin Trust.


Morgan Stanley 'Missed' The Perfect Ethereum ETF Ticker, Analyst Jokes, As Latest SEC Filing Signals Launch Nears

The firm’s Ethereum ETF plans to stake 50%-80% of its ETH holdings, with staking rewards distributed to shareholders.


Bitcoin ETF Withdrawals Continue For Sixth Week –  Solana, XRP Funds Pull In Capital

An on-chain analyst said Bitcoin's Cycle Momentum indicator was in bear-market territory at -11.4, with a trend reversal requiring a move back above the neutral zone.


Zcash Roars Back While Bitcoin Bleeds Despite Bug Scare And Arthur Hayes Dump

Developers addressed the issue, while the Zcash founder affirmed that no money was stolen and no illegal ZEC tokens were created.


Morgan Stanley Bitcoin Trust - Common Shares of Beneficial Interest

Neutral Sentiment

<ul class="summary-bullets"><li>Jordi Visser called <a class="mention" data-mention="$BTC.X" data-symbol-id="BTC.X" href="https://stocktwits.com/symbol/BTC.X" target="_blank">Bitcoin</a> "the most asymmetric bet I've ever made in my life" on Galaxy's podcast on Friday.</li><li>He said tokenization will push markets toward round-the-clock trading, so prime brokers could remark on hedge fund portfolios on weekends when liquidity is thin.</li><li>He pointed to Korea's plan for full tokenization by 2027, saying investors would want to trade on Korean prices around the clock to hedge their US portfolios.</li></ul>Wall Street veteran Jordi Visser called Bitcoin (BTC) "the most asymmetric bet I've ever made in my life," adding that the next big disruption from crypto could land on hedge funds.Speaking on&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=G-HqvP7pjVk">Galaxy's Galaxy Brains podcast</a> on Friday with Alex Thorn, Galaxy’s (GLXY) Head of Firmwide Research, Visser said his Bitcoin bet was not about the next two or three years, but depended on what he thought would be “happening to all fiat assets relative to something that has no fundamentals.”<h2 class="st-heading-2">Why Tokenization Could Upend Hedge Funds?</h2>Visser, who is a former hedge fund manager, said that hedge funds were already calling him about tokenization. "They're reaching out on what tokenization means," he said, adding that the callers were names most people would recognize.He explained tokenization meant "the destruction of hedge funds,” because they traded around the clock. In a 24/7 market, prices would keep moving through the weekend. Visser said that meant a hedge fund's entire portfolio could be marked lower on a Sunday, when liquidity was thin, and prime brokers that lend to the fund would notice.Lenders "know that the price is different and they know that the P&amp;L you're going to have is different," he said. "It puts a much bigger microscope on risk management."<h2 class="st-heading-2">Why Korean Markets Matters</h2>Visser pointed out that the&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/ethereum-price-tom-lee-korea-stock-market-crash-crypto/cZxBQGjRBo1">Korean market could force</a> the shift, as it wanted full tokenization by 2027, and its stock market was heavily tied to the memory chip makers at the center of the AI trade.&nbsp;US hedge funds already checked Korea's KOSPI index first thing in the morning, he said. If Korean stocks traded 24/7, investors would want to hedge their US portfolios at the same time.&nbsp;"So I challenge anyone who says it isn't going to happen," Visser said. "It might take longer than we all think, but again, we're at zero right now."<h2 class="st-heading-2">Bitcoin Needs A 635% Rally To Reach Visser's Price Target</h2>Previously, Visser has made many bullish calls on Bitcoin. Last month, he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=SjJxrTal_Sk">said</a> AI-driven demand and tokenization, combined with Bitcoin's scarcity, could push the apex cryptocurrency's price to $600,000 to $1 million if the crypto market expands toward $100 trillion.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin's price</a> was trading at $81,612, down by 0.7% during the past 24 hours. On Stocktwits, the retail sentiment around BTC remained in the ‘bearish’ zone, while chatter around it stayed at ‘low’ levels over the past day.&nbsp;For Bitcoin to reach the lower band of Visser’s prediction, it would need to rally 635% from its current levels.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/apple-iphone-duo-demand-tracking-solidly-aapl-stock-best-week-september-launch/cZxk5cQRBtf">Apple's iPhone Duo Demand Tracking 'Solidly Out Of The Gate', Says Analyst As AAPL Stock Caps Off Best Week Since September Launch</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

In this photo illustration, 'Bitcoin' coins are displayed on a graphic chart showing an upward trend, with the label '$100K,' in Ankara, Turkiye on November 23, 2024. (Photo by Hakan Nural/Anadolu via Getty Images)

Wall Street veteran Jordi Visser called Bitcoin (BTC) "the most asymmetric bet I've ever made in my life," adding that the next big disruption from crypto could land on hedge funds.

ARK 21Shares Bitcoin ETF

ProShares Bitcoin Strategy ETF

VanEck Bitcoin Trust

Morgan Stanley Bitcoin Trust

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.

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Drop a comment with when you expect the first cut/hike to be.

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