SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude rises amid escalating Middle East tensions and concerns that renewed conflict or attacks on Gulf energy and shipping could disrupt supply. Traders are split between riding the breakout and warning that de-escalation headlines or stretched momentum could bring a sharp pullback.

Cipher Digital, Inc. operates as a Bitcoin mining ecosystem in the United States. The firm is developing a cryptocurrency business. The company was founded in 2021 and is headquartered in New York, NY.

Cipher Digital Inc.

Cipher Digitals steep selloff is dominating discussion, with traders attributing pressure to its convertible-note financing and share issuance, possible hedging-related selling, and weakness across AI and data-center stocks. Bulls point to its contracted HPC business as a long-term support, while bears criticize management and worry about dilution and execution.

Uber Technologies, Inc. is a technology platform, which engages in the development and operation of technology applications, networks, and product to power movement from point A to point B. The firm offers ride services and merchants delivery service providers for meal preparation, grocery, and other delivery services. It operates through the following segments: Mobility, Delivery, and Freight. The Mobility segment refers to products that connect consumers with mobility drivers who provide rides in a variety of vehicles, such as cars, auto rickshaws, motorbikes, minibuses, and taxis. The Delivery segment offers consumers the chance to search for and discover local restaurants, order a meal, and either pick-up at the restaurant or have the meal delivered. The Freight segment focuses on connecting carriers with shippers on its platform, and gives carriers upfront, transparent pricing, and the ability to book a shipment. The company was founded by Oscar Salazar Gaitan, Travis Kalanick, and Garrett Camp in 2009 and is headquartered in San Francisco, CA.

Uber Technologies Inc

Ubers planned acquisition of workplace-catering platform ezCater is drawing attention as investors weigh expansion of Uber Eats and corporate catering against concerns about managements acquisition strategy and muted share performance. Some traders see a way to broaden the delivery business, while others question whether the deal can overcome lingering autonomous-vehicle concerns and the stocks prolonged weakness.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Shares are under pressure after MaxLinear said it aims to capture a share of the 1.6T active electrical cable market, where Credo is viewed as dominant. Traders debate whether the competitive threat warrants the selloff, noting Credos incumbent position and growing AEC demand, while others see room for further downside; dip buyers are also active.

AT&T, Inc. is a holding company, which engages in the provision of telecommunications and technology services. It operates through the Communications and Latin America segments. The Communications segment offers wireless, wireline telecom, and broadband services to businesses and consumers located in the US and businesses globally. The Latin America segment provides wireless services and equipment in Mexico. The company was founded in 1983 and is headquartered in Dallas, TX.

AT&T, Inc.

AT&T Inc

SpaceXs spectrum purchases and plans to build a wireless business have pressured AT&T shares, despite the companys strong quarterly results. Traders are split between viewing the threat as an overreaction given the years of investment and execution required, and seeing it as a longer-term challenge to legacy carriers.

Maplebear, Inc. engages in the design and development of an online application that offers grocery delivery and pick-up services. The firm offers Instacart which enables users to connect with personal shoppers in the area who pick up and deliver groceries from local stores. The company was founded by Apoorva Mehta, Brandon Leonardo, and Max Mullen in 2012 and is headquartered in San Francisco, CA.

Maplebear Inc.

Instacart

Reports that Instacart is exploring a sale and has held preliminary talks with DoorDash and Uber are driving takeover speculation. Traders are reacting to the possibility of a premium acquisition, though no deal is confirmed.

Icahn Enterprises LP is a holding company. It operates through the following segments: Investment, Automotive, Energy, Food Packaging, Real Estate, Home Fashion, Pharma, and Holding Company. The Investment segment consists of various private investment funds. The Automotive segment holds ownership in Icahn Automotive Group, LLC. The Energy segment refers to petroleum refining and marketing businesses. The Food Packaging segment involves the production and sale of cellulosic, fibrous, and plastic casings for the processed meat and poultry industry. The Real Estate segment offers rental real estate, property development, and resort activities. The Home Fashion segment deals with manufacturing, sourcing, marketing, distributing, and selling home fashion consumer products. The Pharma segments operate through Vivus, Inc., a specialized pharmaceutical company. The Holding Company segment manages acquisition and investment in operating businesses. The company was founded on February 17, 1987 and is headquartered in Sunny Isles Beach, FL.

Icahn Enterprises L P - Unit

Icahn Enterprises, L.P.

IEP is drawing attention amid a sharp selloff and fresh-low concerns, with traders debating whether heavy short interest is pressuring units or whether fundamentalsespecially distribution sustainability, losses and debtare weighing on sentiment ahead of earnings. Bulls point to IEPs CVR Energy stake and speculate about a short squeeze, while skeptics remain focused on the risk of a distribution cut.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARAs prolonged selloff and steep underperformance versus Bitcoin dominate discussion, with traders focused on the lack of signed AI/data-center tenants and uncertainty around the Long Ridge deal and financing. Bears cite debt, dilution and management concerns, while bulls see an oversold setup and argue Bitcoin strength or a lease announcement could support a rebound.

CrowdStrike Holdings, Inc. provides cybersecurity products and services to stop breaches. It offers cloud-delivered protection across endpoints, cloud workloads, identity and data, and threat intelligence, managed security services, IT operations management, threat hunting, Zero Trust identity protection, and log management. CrowdStrike serves customers worldwide. The company was founded by George P. Kurtz, Gregg Marston, and Dmitri Alperovitch on November 7, 2011 and is headquartered in Austin, TX.

Crowdstrike Holdings Inc - Ordinary Shares - Class A

Crowdstrike Holdings Inc

CrowdStrike is rising with cybersecurity peers as the critical PHP2Shell vulnerabilities and AI-discovered security flaws focus attention on demand for cyber protection. Traders see the threats as a potential spending tailwind, while skeptics call the rally momentum-driven and point to the stocks stretched valuation.

WhiteFiber, Inc. provides AI and HPC infrastructure & cloud and data center solutions. It operates through the following segments: Cloud Services and Colocation Services. The Cloud Services segment offers computing services to support generative AI workstreams. The Colocation Services segment provides customers with physical space, power and cooling within the data center facility. The company was founded on August 15, 2024 and is headquartered in New York, NY.

Whitefiber Inc.

WhiteFiber, Inc.

WhiteFibers convertible senior-note offering has driven a sharp selloff, with traders concerned about potential dilution and the companys capital needs. Some see the financing as necessary to fund data-center expansion, while others worry that the capital structure and continued fundraising could weigh on shareholders.

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Strategy CEO Says Banks Pushed Firm To Selling Bitcoin: ‘Never Sell’ Was Never A Rule

Equity

Strategy CEO Phong Le said that banks pushed the company to show it was willing to sell Bitcoin before treating the asset as usable collateral.

Michael Saylor Hints At Strategy’s Return To Bitcoin Buying After 10-Week Hiatus

Strategy Inc has not disclosed a Bitcoin purchase since acquiring 520 BTC for the week of June 15 to June 21.

Strategy's Michael Saylor Turns Elon Musk's Viral July 4 Video Into A Bitcoin Pitch: 'We Can Still Make Something Ƀetter'

Saylor regularly ties Bitcoin to U.S. holidays, framing it as a tool for American economic strength.

MSTR Draws Multiple Price Target Cuts – But Wall Street Analysts Are Not Abandoning The Bitcoin Bull Case 

Canaccord lowered its target to $130 from $163, but said recent balance-sheet actions have improved Strategy's ability to navigate a tougher market environment.

Strategy’s New Bitcoin Playbook Is Winning Over Wall Street – But Critics Brand Michael Saylor 'The Biggest Seller'

On The Wolf of All Streets, critic Peter Schiff said Saylor "basically just surrendered," moving from the biggest buyer to the biggest seller.

Peter Schiff Warns Strategy Is Going Bankrupt — And A New Class-Action Lawsuit Investigation Just Gave Him Ammo

Rosen Law Firm has started investigating Strategy for potential class-action lawsuit from investors related to various securities.

MSTR Stock Slumps To Two-Year Low As Analysts Urge Michael Saylor To Pause Buying Bitcoin 

The slide deepened a steep drawdown for the stock, which crypto key opinion leader Ted Pillows said had fallen roughly 81% from its peak, erasing about $153 billion in market value.


Michael Saylor's Strategy Cuts Weekly Bitcoin Purchases By Two-Thirds — Builds $1.4B Liquidity Cushion

On-chain analyst Axel Adler Jr said STRC preferred shares traded far below their $100 par value, eroding the Saylor bid, as Strategy’s “financing machine has started to creak.”


Arthur Hayes Says Michael Saylor Is Pulling 'Jedi Mind Tricks' On Whether Strategy Will Sell More Bitcoin

Strategy sold 32 BTC for roughly $2.5 million in late May, its first standalone Bitcoin sale since 2022.


Michael Saylor Explains What Makes A Bitcoin Treasury Company Outperform BTC

Saylor said a well-capitalized Bitcoin treasury company should outperform Bitcoin itself if Bitcoin's annualized rate of return exceeds the company's cost of capital.

Tidal Trust II - Defiance Leveraged Long Income MSTR ETF

Bearish Sentiment

<ul class="summary-bullets"><li>Le said Strategy’s “never sell” stance was never a formal company policy and that the firm would sell Bitcoin if needed to protect the business.&nbsp;</li><li>Strategy sold 7,000 BTC this year but added about 170,000 BTC net, increasing its total holdings by 25%.&nbsp;</li><li>Le also pushed back on the idea that investors must thoroughly understand Bitcoin's workings to hold it, calling the idea "elitist."&nbsp;</li></ul>Strategy (MSTR) Chief Executive Officer (CEO Phong Le said banks were unwilling to treat the company's Bitcoin (BTC) holdings as collateral, while Strategy maintained that it would never sell them.&nbsp;Le said in&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=UEIZD7_JWG8">an interview</a> with WOLF Financial, published on Friday, that the situation pushed the company to change its approach. Strategy later introduced a digital credit capital framework that included holding more cash, buying back preferred securities, and selling Bitcoin if needed to support its common stock and preferred shares.&nbsp;Le said that the lenders asked why they should extend credit against Bitcoin that the company had pledged never to sell. “They wanted to see liquidity and the willingness to sell that Bitcoin,” he said. "That's what we showed." As of September 7, Strategy holds about 845,050 BTC.&nbsp;<a href="https://stocktwits.com/symbol/MSTR">MSTR's price</a> closed up nearly 2% on Friday. On Stocktwits, the retail sentiment around MSTR remained at ‘extremely bearish’ levels, accompanied by ‘low’ chatter levels over the past 24 hours.<h2 class="st-heading-2">Banks Wanted Strategy To Show Bitcoin Liquidity</h2>Le compared the situation to applying for a mortgage. “I want an $800,000 loan, and they're gonna say, okay, so how much money do you have? Do you have a car? What other collateral [do] you have? They would say, well, that million dollars doesn't matter. That's sort of how the banks were looking at our Bitcoin collateral," he added.&nbsp;Banks view Strategy’s Bitcoin holdings in a similar way, he said. Credit investors value cash first and are more willing to value Bitcoin when a company shows that it can sell the asset if necessary.&nbsp;<h2 class="st-heading-2">Le Says ‘Never Sell’ Was Never Formal Policy</h2>Le also said Strategy’s well-known promise to never sell Bitcoin was not an official company policy. “It's a marketing statement that we had, but it wasn't, I will call it, sort of a board-governed decision,” he said. "There’s nothing written down that we would never sell Bitcoin," he added.Lee said Strategy would sell Bitcoin before allowing its stock to collapse or putting the company at risk of bankruptcy. The company sold 7,000 Bitcoin this year but bought about 170,000 Bitcoin on a net basis, increasing its total holdings by 25%, according to Le. Backing up his statement, Strategy also sold Bitcoin during the 2022 bear market.&nbsp;<h2 class="st-heading-2">Le Calls Self-Custody Argument ‘Elitist’</h2>Le also rejected the idea that investors must fully comprehend Bitcoin before owning it. “I think it's arrogant to believe that to own an asset you need to understand every single thing about how it works,” he said. He also criticized the view that Bitcoin must be held through self-custody. Le called that position "elitist," and "really not true to the ethos of Bitcoin."&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was trading at $77,451, down over 1% in the last 24 hours. On Stocktwits, the retail sentiment around Bitcoin dipped to ‘extremely bearish’ from ‘bearish’ levels, accompanied by ‘low’ chatter levels over the last 24 hours.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/zcash-is-leaving-bitcoin-in-the-dust-as-zec-surges-to-9-year-high-with-miners-cashing-in/cZtLMeHRBbp">Zcash Is Leaving Bitcoin In The Dust As ZEC Surges To 9-Year High With Miners Cashing In</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

 In this photo illustration, a person holds a smartphone displaying the stylized Strategy branding of MicroStrategy Inc. (NASDAQ: MSTR). (Photo illustration by Cheng Xin/Getty Images)

Strategy CEO Says Banks Pushed Firm To Sell Bitcoin

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