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IWM is drawing attention amid choppy small-cap trading and rotation as tech weakens; traders are debating whether recent small-cap strength can last despite elevated oil, inflation and rate concerns. An abrupt bounce was also linked to unconfirmed reports of a possible U.S.Iran deal, which some traders viewed as a fragile, headline-driven move.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Lumentums AI-data-center optics storyreinforced by CEO comments that optical components are booked through early 2029has fueled bullish interest, but traders are now focused on a sharp, volatile pullback across optical stocks. The debate centers on whether the selloff is a correction in an overextended trade or a deeper breakdown, with some citing sustained AI demand and others warning about valuation and technical support.

The Coca-Cola Co. engages in the manufacturing and marketing of non-alcoholic beverages. It operates through the following segments: Europe, Middle East and Africa, Latin America, North America, Asia Pacific, Global Ventures, and Bottling Investments. The company was founded by Asa Griggs Candler on May 8, 1886 and is headquartered in Atlanta, GA.

Coca-Cola Co

Coca-Colas upcoming quarterly earnings report is driving pre-report positioning after a sharp pullback from recent highs. Traders are split between betting on a rebound if results reassure investors and warning that the stocks strong run and rich valuation leave it vulnerable to further selling.

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

Bitcoins sharp selloff and break below a widely watched psychological support level have put traders on alert, with posts citing selling pressure and leveraged-position liquidations. The community is split between expecting further downside and viewing the pullback as a low-volume shakeout or buying opportunity.

Vertiv Holdings Co. engages in the design, manufacture, and service of critical digital infrastructure technology for data centers, communication networks, and commercial and industrial environments. The firm also offers power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa (EMEA). The Americas segment includes products and services sold for applications within the data center, communication networks and commercial and industrial markets in North America and Latin America. The Asia Pacific segment consists of products and services sold for applications within the data center, communication networks and commercial and industrial markets throughout Greater China, Asia, and India. The EMEA segment focuses on products and services sold for applications within the data center, communication networks, and commercial and industrial markets in Europe, Middle East, and Africa. The company was founded in 1946 and is headquartered in Westerville, OH.

Vertiv Holdings Co - Ordinary Shares - Class A

Vertiv Holdings Co

Vertivs sharp, extended selloff is drawing attention, with traders debating whether weakness reflects broader pressure on high-multiple AI infrastructure stocksamid concerns about rates, data-center financing and AI spendingor an overdone pullback in a company tied to power and cooling demand. Many are averaging down and looking to upcoming earnings for reassurance, while others remain cautious about valuation and the risk of further declines.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

A sharp pullback amid a broader AI and semiconductor selloff is driving attention, with traders citing macro and rate concerns as well as a possible sell the news reaction after Marvells investor day. The community is split between dip-buyers focused on long-term AI and custom-silicon demand and bears expecting further weakness, while the shares bounce has prompted debate over whether the decline is stabilizing.

Ciena Corp. is a network technology company, which engages in the provision of hardware, software, and services to network operators, as well as enabling enhanced network capacity, service delivery, and automation. It operates through the following segments: Networking Platforms, Platform Software and Services, Blue Planet Automation Software and Services, and Global Services. The Networking Platforms segment consists of converged packet optical and packet networking portfolios. The Platform Software and Services segment provides analytics, data, and planning tools to assist customers in managing its networking platforms products. The Blue Planet Automation Software and Services segment enables customers to implement large-scale software and IT-led OSS transformations by transforming legacy networks into service ready networks. The Global Services segment offers a broad suite of value-added services. The company was founded by Patrick H. Nettles and Kevin Brian Kimberlin in 1992 and is headquartered in Hanover, MD.

CIENA Corp.

A broad selloff in AI optical-networking stocks is driving attention to CIENA, with traders pointing to profit-taking and valuation pressure rather than a clear company-specific catalyst. The community is split between buying the dip for a rebound and worrying that elevated valuations or doubts about AI infrastructure spending could prolong the decline.

Visa, Inc. engages in the provision of digital payment services. It also facilitates global commerce through the transfer of value and information among a global network of consumers, merchants, financial institutions, businesses, strategic partners, and government entities. It offers debit cards, credit cards, prepaid products, commercial payment solutions, and global automated teller machines. The company was founded by Dee Hock in 1958 and is headquartered in San Francisco, CA.

Visa Inc - Ordinary Shares - Class A

Visa Inc

Visas upcoming fiscal-year results are the main focus, with traders watching forward margin guidance and consumer-spending trends more closely than the expected earnings beat. Sentiment is split between bullish momentum near record highs and concerns that optimism is priced in or the stock is overbought.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

Rising Middle East tensions, including fears of renewed US-Iran conflict and attacks affecting regional oil infrastructure and shipping, have driven crude higher and lifted USO. Traders are debating whether the supply-risk rally has further to run or is overextended and vulnerable to a sharp reversal if tensions ease.

Sui s a Layer 1 blockchain developed by Mysten Labs, a team founded by former lead engineers from Meta’s blockchain research division. It is designed for global adoption by providing a secure, high-speed environment for digital asset ownership and removing technical barriers for Web3 applications. The platform utilizes the Move programming language to create a safe framework and supports horizontal scaling to keep fees stable and speeds high as the network grows. Significant institutional support comes from major venture capital firms including Andreessen Horowitz, Coinbase Ventures, Circle Ventures, and YZi Labs.  The system functions by organizing data into independent objects rather than a single ledger of accounts. This object-centric data model enables parallel execution, allowing the network to process many transactions simultaneously instead of waiting for one to finish before starting the next. This architecture is built for rapid transaction finalization to ensure near-instant results. To maintain long-term stability, the network collects fees into a storage fund that rewards validators for keeping data on the network indefinitely.  Sui offers several advanced tools including zkLogin for easier account access and sponsored transactions that allow users to interact with apps without managing complex wallets or immediate fees. Developers can also create tailored object types that work across the entire network, which encourages innovation and deep composability. These features are designed to create a more user-friendly experience for interacting with decentralized applications and digital games.  The SUI token is central to the ecosystem, serving as the primary asset for transaction fees and on-chain utility within decentralized exchanges and lending platforms. Users participate in a proof-of-stake mechanism by locking their tokens to support validators and secure the blockchain in exchange for rewards. Additionally, token holders have a role in governance, allowing them to participate in voting on network rules and future protocol upgrades. Value moves through the system through these staking rewards and transaction fees to ensure the platform scales sustainably

SUI is drawing attention amid a steep decline and underperformance versus other crypto assets, with traders split between buying the dip and expecting further downside. Bearish discussion focuses on token unlocks and concerns about asset-freezing and network reliability; bullish traders point to accumulation and longer-term adoption potential.

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Reliance Industries Ltd.

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Is Strategy Selling Bitcoin Again? MSTR Stock Falls After 299 BTC Reportedly Moves To New Custody Wallet

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Despite pausing Bitcoin purchases for three consecutive weeks, Strategy remains the world's largest corporate Bitcoin holder with 843,775 BTC.


Tidal Trust II - YieldMax MSTR Performance & Distribution Target 25 ETF

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<ul class="summary-bullets"><li>A wallet associated with Strategy reportedly transferred 299.843 BTC to a fresh address, according to Lookonchain.</li><li>The transfer fueled speculation among crypto traders that another sale could follow, although there is no evidence the Bitcoin has been sold.&nbsp;</li><li>This followed Strategy’s sale of 3,588 BTC worth around $216 million in July, the last major on-chain movement of its holdings.</li></ul>A wallet reportedly linked to Michael Saylor's Strategy (MSTR) transferred 299.843 Bitcoin (BTC), valued at nearly $19 million, to a new address, according to Lookonchain, sparking fresh speculation that the company could be preparing another Bitcoin sale.&nbsp;Bitcoin was moved from Strategy’s primary holding address to a newly created wallet with no prior transaction history, which blockchain trackers believe may be associated with its custodian. The last time Strategy moved Bitcoin was from July 1 to July 5, when the company&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/why-bitcoin-is-falling-after-strategy-btc-sale/cZ0iMHURewI">sold 3,588 BTC worth $216 million</a>, the on-chain tracker noted. "Is Michael Saylor's Strategy selling BTC again?" Lookonchain wrote.&nbsp;<figure class="image"><a class="st-link-external" href="https://x.com/lookonchain/status/2084074062008275095" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_08_03_at_7_09_18_AM_633e11f06b.png" alt="Screenshot 2026-08-03 at 7.09.18 AM.png" width="1078" height="1362"></a><figcaption>Source: @lookonchain/x</figcaption></figure>Tracing to Arkham’s wallet source, five months ago, Anchorage Digital had sent $20.39 million in Bitcoin to the Strategy-owned&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://arkm.com/explorer/address/32LdtsbDUQ9HKPRP8yKsY6XmZLZ87Yt12D">wallet</a>, with the custody platform receiving $18.19 million back as change.&nbsp;<a href="https://stocktwits.com/symbol/MSTR">MSTR stock</a> was down over 1% during pre-market trading hours. On Stocktwits, retail sentiment around MSTR remained in the ‘bearish’' zone, while chatter stayed at ‘normal’' levels over the past day.<h2 class="st-heading-2">Q2 Losses Mount&nbsp;</h2>The transfer came days after Strategy&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mstr-stock-climbs-strategy-skips-bitcoin-buys-raises-545m-share-sale/cZZxiZsR7C6">reported a $24.45 per share GAAP loss</a> in the second quarter, driven by an $8.32 billion unrealized loss on its Bitcoin holdings under fair-value accounting rules.&nbsp;Saylor&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mstr-stock-drops-earnings-miss-michael-saylor-5-reasons-bitcoin-falling/cZN4WETRJPo">said</a> the loss was the result of a “meaningful Bitcoin price decline” and “muted Bitcoin sentiment and market skepticism.” He said it was a result of macroeconomic headwinds, not structural problems with Bitcoin.&nbsp;In comparison, the firm had posted a larger operating loss of&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/strategy-s-michael-saylor-crowns-bitcoin-per-share-as-new-investor-yardstick/cZX3MPKRegD">$14.5 billion</a> in the first quarter.&nbsp;Barclays analyst Nik Cremo said on Monday that the firm cut Strategy's price target to $125 from $130 and while maintaining&nbsp; an 'Overweight' rating on the shares after the Q2 report. Cremo believes that management is taking the right steps to navigate a Bitcoin bear market.<h2 class="st-heading-2">Why Are Traders Watching</h2>Strategy has also&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/mstr-stock-climbs-strategy-skips-bitcoin-buys-raises-545m-share-sale/cZZxiZsR7C6">restrained Bitcoin buying</a> for three consecutive weeks, raising more than $1.27 billion via at-the-market stock sales and directing the proceeds to its USD Reserve. Additionally, the firm has&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mstr-stock-falls-after-strategy-sells-bitcoin-for-first-time-since-2022/cZ0iMHURewI">sold Bitcoin in recent months</a> to fund preferred stock dividends on its STRC instrument, which requires regular cash payouts.&nbsp;Strategy’s capital framework, approved in late June, formally permits the selective sale of up to $1.25 billion of its holdings, ending the&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/mstr-stock-slips-even-with-bitcoin-above-81900-saylor-never-sell-pivot/cZQzTmyReaF">four-year "never sell" doctrine</a> that had defined Strategy's Bitcoin strategy.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin's price</a> was trading down by 0.7% during the past 24 hours. On Stocktwits, retail sentiment around Bitcoin remained in the 'bearish' zone, while chatter stayed at 'normal' levels over the past day.<h2 class="st-heading-2">MSTR Stock: Retail Investors Remain Divided</h2><stembedurl>https://stocktwits.com/Olivia_Strickland/message/660717284</stembedurl><stembedurl>https://stocktwits.com/doug5007/message/660717688</stembedurl>However, not all were convinced that Saylor would be selling more Bitcoin. On Stocktwits, one user said that “Saylor shutting down those BTC sale rumors overnight,” expecting the firm to buy more.&nbsp;Some users pointed out that Saylor changed his net-buyer stance to a net-seller.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/coldcard-bitcoin-hack-may-not-be-over-yet-willy-woo-sees-slim-recovery-odds-as-analysts-warn-of-fourth-attack/cZoTEB7RJdT">Coldcard Bitcoin Hack May Not Be Over Yet: Willy Woo Sees Slim Recovery Odds As Analysts Warn Of Fourth Attack</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Michael Saylor 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)

Despite pausing Bitcoin purchases for three consecutive weeks, Strategy remains the world's largest corporate Bitcoin holder with 843,775 BTC.

Did Strategy Just Signal Another Bitcoin Sale? 

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