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Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A sharp Nasdaq and technology-stock selloff, amid concerns about AI valuations, heavy infrastructure spending and disappointing tech earnings, is driving discussion; Intels plunge is a frequent focus. Traders are split between expecting further losses and viewing the decline as an oversold correction, while claims of forced liquidations and geopolitical or election-related triggers remain speculative.

Bitcoin (BTC) is a cryptocurrency launched in 2010. Users are able to generate BTC through the process of mining. Bitcoin has a current supply of 20,105,365. The last known price of Bitcoin is 76,874.98691422 USD and is down -4.82 over the last 24 hours. It is currently trading on 12773 active market(s) with $58,826,736,014.03 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

A reported Binance security breach and temporary withdrawal suspension have fueled selling and fears of contagion across crypto, adding pressure to Bitcoin amid a broader risk-off move. Traders disagree on whether the incident signals deeper exchange risks and more downside or is a buying opportunity, noting that Bitcoin itself was not directly hacked.

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 weak fourth-quarter outlook overshadowed its quarterly results, with soft PC demand and manufacturing constraints weighing on expectations and prompting analyst downgrades. Traders are divided between calling the selloff an overreaction and expecting further declines.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TGTXs breakout to a fresh 52-week high is drawing attention ahead of its expected Q3 earnings, with traders also pointing to BRIUMVIs sales growth and possible short covering. Buyout talk is fueling speculation, but some traders attribute the rally to earnings expectations rather than a potential deal, which the company has not confirmed.

CorMedix, Inc. is a pharmaceutical and medical device company, which engages in the development and commercialization of therapeutic products for the prevention and treatment of diseases and conditions. The company was founded by Antony E. Pfaffle on July 28, 2006 and is headquartered in Berkeley Heights, NJ.

CorMedix Inc

CRMD is drawing attention after a sharp selloff tied to DaVitas warning that DefenCaths post-TDAPA reimbursement contribution could fall significantly after Q1 2027, raising concerns about future adoption and revenue. Traders disagree over whether DaVitas preliminary estimate signals a real commercial risk or is outweighed by CMSs reimbursement outlook; some view the decline as an overreaction.

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 dataan overall response rate near 25% and a much higher response rate in a retrospectively identified biomarker subgrouptriggered a sharp repricing amid concerns about durability, the smaller target population, and the path and timing to FDA filing. Traders are split between criticizing managements communication and seeing the subgroup results as a promising precision-treatment signal, with some calling the selloff excessive.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor and tech selloff, led in part by Intels weak outlook and concerns about AI/PC demand, has hammered SOXLs 3x leveraged exposure. Traders are split between buying the dip for a relief bounce and warning that sector weakness and leverage-driven losses could deepen.

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 plunged after its quarterly report paired strong results with a softer revenue outlook, slowing user growth and warnings that declining Google search referrals could pressure traffic; plans to test a logged-in-first experience added concern about losing casual visitors. Traders debate whether the selloff is an overreaction to temporary headwinds or reflects a deeper threat to Reddits user growth and advertising model.

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 sharp selloff despite beating earnings expectations, raising guidance and announcing a stock split dominates discussion, with traders pointing to broad tech and memory-stock weakness and fears that memory pricing and earnings growth may be nearing a cyclical peak. Many view the drop as an overreaction and are buying the dip, while others argue slowing growth and the memory cycle justify caution.

Gorilla Technology Group, Inc. engages in the provision of video intelligence, Internet of Things (IoT) security, edge AI data analytics, and operational technology security solutions and services in Asia Pacific. It operates through the following segments: Video IoT, Security Convergence, and Other. The company was founded by Spincer Koh in May 2001 and is headquartered in London, the United Kingdom.

Gorilla Technology Group Inc

Gorilla Technologys newly disclosed convertible-note financing and proposed increase in authorized shares have put potential dilution at the center of the discussion, amid a sharp selloff. Critics say the terms and managements communication undermine shareholder confidence, while some investors argue the capital is needed to fund data-center expansion; broader weakness in AI stocks is also cited as a headwind.

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Nuclear Power Is Back, But Only a Few Stocks Have Customers Signed

Key PointsOklo has major customer commitments, but it and Nano Nuclear Energy still lack approval to build or operate a reactor...

Can Industrial Heat Demand Drive Growth for NuScale Stock?

SMR's push into high-temperature steam could unlock new industrial opportunities, but commercial deployment, customer deals and financing remain hurdles.

BE Stock Leads Energy Rally After SpaceX CEO Elon Musk Says AI’s Real Constraint Is Power And Cooling, Not Chips

Equity

Musk said power, cooling, and electrical equipment infrastructure are “somewhat of a limiting factor” for the AI buildout. 

OKLO Advances Regulatory Milestones to Support Nuclear Growth

OKLO advances key DOE regulatory milestones for its Aurora-INL and Groves projects while pursuing NRC licensing pathways to support future nuclear expansion.

Micron Technology and Krispy Kreme have been highlighted as Zacks Bull and Bear of the Day

Micron Technology benefits from surging AI-driven memory demand, tight DRAM supply and soaring margins, while Krispy Kreme faces mounting pressure from GLP-1 adoption and rising debt.

Stocktwits Midweek Energy Check: Oil Rallies, Trump’s Greenland Deal Makes Waves, Oracle Reaffirms Bloom Energy’s Jupiter Ties

Oil prices surged after Yemen's Iran-allied Houthis attacked Saudi Arabia on Tuesday. 

OKLO Builds on Groves Progress to Expand Isotope Business

OKLO's push into medical isotopes gains momentum as reactor milestones, critical material procurement and laboratory capabilities open new avenues for growth.

Has Nuclear Energy Trade Seen Its Bottom? What Jan Van Eck Sees In The Constellation-Google Deal

Van Eek Funds CEO, Jan van Eck, said that the AI 2.0 trade, which includes the power infrastructure, is headed for a reversal after a lackluster performance so far in 2026.

CEG, VST, TLN Jump: Google’s Power Deal Sparks A Nuclear Rally

Constellation and Google announced two contracts on Tuesday, totaling about 3,590 megawatts, sparking buying in CEG, as well as peers VST and TLN. 

How ENTRA1 Is Supporting NuScale's Commercial Nuclear Push

SMR's ENTRA1 partnership could unlock TVA deployment, data-center demand and industrial uses as commercial talks advance.

NANO Nuclear Energy, Inc. is a microreactor and nuclear technology company, which provides supply energy services. Its products in technical development are ZEUS, a solid core battery reactor, and ODIN, a low-pressure coolant reactor. The company is founded by Jiang Yu in February, 2022 and is headquartered in New York, NY.

Nano Nuclear Energy Inc.

Bearish Sentiment

<ul class="summary-bullets"><li>Musk’s rocket company posted revenue and earnings that beat Wall Street estimates, largely bolstered by a run-up in its superintelligence segment.</li><li>The CEO said SpaceX has a “highly proprietary” plan to reach 20 GW of power and cooling by the end of 2027, including “many different sources of power, not just gas turbines.”</li><li>Shay Boloor, Chief Market Strategist at Futurum Equities Research, noted in a post on X that BE could be one of the biggest beneficiaries of Elon Musk's comments.&nbsp;</li></ul>Shares of Bloom Energy Corp. (BE) led a&nbsp;surge in energy stocks overnight on Tuesday after SpaceX (SPCX) CEO Elon Musk said that the actual constraint on growing “superintelligence” is power and cooling infrastructure rather than semiconductors.&nbsp;<a href="https://stocktwits.com/symbol/BE">BE stock</a> jumped nearly 6% higher in extended trading hours. Meanwhile, nuclear power companies&nbsp;<a href="https://stocktwits.com/symbol/OKLO">Oklo Inc. (OKLO)</a>,&nbsp;<a href="https://stocktwits.com/symbol/SMR">NuScale Power Corp. (SMR)</a>, and&nbsp;<a href="https://stocktwits.com/symbol/XE">X-Energy Inc. (XE)</a> also climbed about 2% each, while&nbsp;<a href="https://stocktwits.com/symbol/NNE">Nano Nuclear Energy Inc. (NNE)</a> gained 1.5%.&nbsp;<h2 class="st-heading-2">Musk Emphasizes Power Needs For AI Scaling&nbsp;</h2>In its&nbsp;third-quarter&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/spcx-rises-after-hours-on-ai-driven-revenue-surge-and-first-profit-since-ipo/cZxAIl0RBH9">earnings report</a>&nbsp;on Tuesday, Musk’s rocket company posted revenue and earnings that beat Wall Street estimates, largely bolstered by a run-up in its superintelligence segment.&nbsp;AI-related revenue totaled $7.56 billion, surpassing even Starlink segment revenue.&nbsp;“As I think people are starting to realize, the constraint on deployment of superintelligence is more in power and cooling and infrastructure than it is in chips,” Musk said in a call with investors.&nbsp;He added that because power, cooling, and electrical equipment infrastructure is “somewhat of a limiting factor,”&nbsp;<a href="https://stocktwits.com/symbol/SPCX">SpaceX</a> aims to add an incremental 20 gigawatts of power-cooling infrastructure next year to ensure it doesn't constrain build-out.&nbsp;Musk added that the “highly proprietary” plan to reach 20 GW of power and cooling by the end of 2027 would include “many different sources of power, not just gas turbines.” Beyond renewables such as solar and wind, Musk said the company would explore “every other source of power that we can obtain.”&nbsp;<h2 class="st-heading-2">Impact On BE, OKLO, SMR, XE, NNE Stocks</h2>The group of fuel cell and nuclear energy stocks climbed as the sentiment for AI-driven power companies jumped on Musk’s comments.&nbsp;Shay Boloor, Chief Market Strategist at Futurum Equities Research, noted in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/StockSavvyShay/status/2112700319079809076">post</a> on X that BE could be one of the biggest beneficiaries of Elon Musk's comments on power, cooling and electrical infrastructure for scaling AI compute.&nbsp;“That’s huge for Bloom since its fuel cells generate power directly at data centers without turbine blades or years-long grid connections, which could bring billions of dollars of idle GPUs online faster,” he said.&nbsp;Retail investors also noted the link. One user&nbsp;<a href="https://stocktwits.com/Jceekp/message/666965104">said</a>, “$BE Elon's on the SPCX call pumping his capex numbers. There is no ceiling to how much BE is going to make from data center buildouts.”Another user&nbsp;<a href="https://stocktwits.com/bullsbearsrtds/message/666969855">said</a>, “$BE Musky said we need power, more power. BE to 250+ tomorrow.”&nbsp;A third user quoted Musk’s comments and linked other energy stocks,&nbsp;<a href="https://stocktwits.com/FlightDirector/message/666969129">saying</a>, “From the $SPCX call: ‘I think people are starting to realize the constraints on deployment of superintelligence is more in power and cooling and infrastructure than it is in chips.’ $OKLO $SMR $XE $NNE.”Retail sentiment on Stocktwits around BE, OKLO and NNE stocks was ‘neutral’ at the time of writing. Meanwhile, sentiment around XE stock was ‘bullish,’ while SMR stock was ‘extremely bullish.’&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.

Tesla and SpaceX CEO Elon Musk attends the Golden Age of American Innovation Summit at the Institute of Peace on October 08, 2026 in Washington, DC. (Photo by Win McNamee/Getty Images)

Why Are BE, OKLO, SMR, XE, NNE Stocks Rising Overnight?

Bloom Energy Corp - Ordinary Shares - Class A

Oklo Inc.

NuScale Power Corp

SpaceX

X-Energy Inc

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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$NNE  nano nuclear heavily shorted on my squeeze board ⚛️ 31.2% short, 8 days to cover, and short interest up 8.4% last report 
 
proprietary data from our GTA terminal

Global Traders Academy

$NNE wow what a pile of trash market all time highs and this heading to all time lows 
where all the pump n dump chat room cunts at?? They stole your money

Catseye

$NNE nukulor is the future yup that’s what they said in Chernobyl 
Today ends with a “Y” so 
No Nuclear Energy will be down another 7%

$NNE almost 40% short interest. I guess when it finally reverses course on this downtrend, it will do so in a spectacular way. I guess I’ll just keep averaging down.

Kat Tastrophe

$NNE Picked up a few shares, always seemed like an interesting company, I hope it doesn't keep crashing 🙏

Kang Kadmus

$NNE lol I haven't checked these stocks in the last year. What the fk happened to rare earth someone tell me

Bokehmon

$NNE 🤝 

NANO Nuclear Energy Inc. signed a memorandum of understanding with Hyundai Engineering Co., Ltd. to advance execution of the KRONOS MMR project and potential future fleet deployment, covering engineering, procurement, construction, modularization and supply-chain support.

Rayvio | Market News Filter

$NNE I've played the chart, but I do not understand the company as an investment.  Lots of cash, no debt, negative profit margin, negative EBITDA, $30M cash burn per year...   what the hell do these guys do? Transport radioactive and consultant/logistics for this sector?

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NNE Nano Nuclear Energy Inc.

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