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Invesco QQQ Trust Series 1

Invesco Capital Management LLC - Invesco QQQ Trust Series 1

QQQ is trending amid a sharp intraday reversal, prompting discussions about potential market manipulation and the strength of the AI sector following Nvidia's earnings; traders are actively debating whether this pullback represents a buying opportunity or the start of a deeper correction, with some pointing to possible Yen carry trade issues.

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY is experiencing high volatility as traders debate whether recent drops signal a larger market correction or just a temporary pullback, fueled by concerns around AI valuations and potential recession indicators. Community sentiment is mixed, with some anticipating a bounce while others brace for further declines, closely watching key support levels and VIX movements. The conversation includes speculation about the Fed's next moves and the impact of economic data on market direction.

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

Despite strong earnings, NVIDIA is trending down, sparking debate about an AI bubble. The community is actively discussing whether the drop is a market correction, profit-taking, or manipulation by institutional investors. Some also point to comments from a Fed official raising concerns about valuations as a contributing factor.

Walmart, Inc. engages in the retail and wholesale business. The company offers an assortment of merchandise and services at everyday low prices. It operates through the following business segments: Walmart U.S., Walmart International, and Sam's Club. The Walmart U.S. segment operates as a mass merchandiser of consumer products, operating under the Walmart and Walmart Neighborhood Market brands, including walmart.com. The Walmart International segment includes operations of wholly-owned subsidiaries in Canada, Chile, China, and Africa, and majority-owned subsidiaries in India, as well as Mexico and Central America. The Sam's Club segment manages membership-only warehouse clubs and operates samsclub.com. The company was founded by Samuel Moore Walton and James Lawrence Walton on July 2, 1962 and is headquartered in Bentonville, AR.

Walmart Inc

Walmart is trending following a strong Q3 earnings report that included raised FY26 guidance and a surge in e-commerce sales, with discussion around its potential move to the Nasdaq. Community talking points include whether Walmart is a safe haven during market volatility and the impact of potential government shutdowns on SNAP benefits and consumer spending at Walmart stores.

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

Bitcoin is experiencing a significant downturn, sparking debates about its role as a store of value and potential for further decline. Community discussions revolve around possible bottom levels, with some anticipating a substantial bounce while others fear a continued slide. The broader market context, including potential impacts from macroeconomic factors and liquidations, is also fueling uncertainty and volatility.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Compute and Networking Business Unit (CNBU), Mobile Business Unit (MBU), Embedded Business Unit (EBU), and Storage Business Unit (SBU). The CNBU segment includes memory products and solutions sold into client, cloud server, enterprise, graphics, and networking markets. The MBU segment is involved in memory and storage products sold into smartphone and other mobile-device markets. The EBU segment focuses on memory and storage products sold into automotive, industrial, and consumer Markets. The SBU segment consists of SSDs and component-level solutions sold into enterprise and cloud, client, and consumer storage markets. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is trending following a target price increase from UBS and rising memory prices linked to AI data-center demand, fueling discussions about its growth potential. Community members are weighing the bullish outlook against concerns of an overbought condition after the stock's significant year-to-date gains. Discussions also focus on potential short-term pullbacks versus long-term opportunities in the semiconductor space.

MercadoLibre, Inc. engages in the development of an online commerce platform with a focus on e-commerce and related services. It operates through the following geographical segments: Brazil, Argentina, Mexico, and Other Countries. The Other Countries segment refers to Chile, Colombia, Costa Rica, Dominican Republic, Ecuador, Panama, Peru, Bolivia, Honduras, Nicaragua, El Salvador, Guatemala, Paraguay, Uruguay, and the United States of America. Its products provide a mechanism for buying, selling, and paying as well as collecting, generating leads, and comparing lists through e-commerce transactions. The company was founded by Marcos Eduardo Galperin on October 15, 1999 and is headquartered in Montevideo, Uruguay.

MercadoLibre Inc

MELI is experiencing a significant downturn, with discussions focusing on a recent shelf filing and potential competition from Amazon as possible catalysts. The community is expressing concerns about the stock's performance, with some seeing the dip as a buying opportunity while others are wary of further declines. Broader macroeconomic factors and regional risks in Latin America are also being considered as contributing factors to the volatility.

iShares Bitcoin Trust ETF - iShares Bitcoin Trust Beneficial Interest

iShares Bitcoin ETF

IBIT is trending due to Bitcoin's price volatility, sparking debates on whether to buy the dip or brace for further declines; some community members point to potential manipulation and significant ETF outflows as bearish signals, while others highlight oversold conditions and historical patterns as reasons for optimism, with key options levels around \$50 also in focus.

USA Rare Earth, Inc. is domestic supplier of rare earth magnets and heavy rare earth elements. It is developing a vertically integrated, domestic supply chain for rare earth element magnet production, with a facility in Stillwater, Oklahoma, and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

USA Rare Earth (USAR) is trending due to discussions around warrant redemptions and their impact on stock dilution, with a deadline approaching soon. The community is debating the company's long-term potential, its management, and comparing it to other rare earth companies, with some expressing concerns about recent performance and others highlighting its strategic partnerships and focus on heavy rare earth elements. News around the company's deal with Solvay and Saudi Arabian Mining Company (Maaden), meant to develop a rare earth refinery, has brought some recent attention.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Vienna, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

Strategy is trending as it hits fresh 52-week lows, with the community debating whether it's a buying opportunity or if further downside is expected due to its correlation with Bitcoin. Despite the recent price drop, some traders are noting unusual call option activity, suggesting contrarian bullish bets, while others point to potential liquidation levels and debt concerns.

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<ul class="summary-bullets"><li>According to Moderna, the onshoring will support both commercial and clinical supply and create hundreds of jobs with over $140 million in investment.&nbsp;</li><li>The new investment is aimed at allowing the company to control the entire production process.</li><li>Other popular pharma companies have also recently committed large amounts to expanding U.S. manufacturing, including Pfizer, Eli Lilly, and Johnson &amp; Johnson.</li></ul>Moderna, Inc. (MRNA) on Wednesday announced that it will bring drug product manufacturing to its existing Moderna Technology Center in Norwood, Massachusetts, as it seeks to operate end-to-end manufacturing for its mRNA medicines in the U.S."By onshoring Drug Product manufacturing to our campus in Norwood, Massachusetts, we have completed the full manufacturing loop under one roof in the U.S.," <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://feeds.issuerdirect.com/news-release.html?newsid=5477880263899463&amp;symbol=MRNA">said</a> CEO Stéphane Bancel. According to Cambridge-based Moderna, the onshoring will support both commercial and clinical supply and create hundreds of jobs with over $140 million in investment.<h2 class="st-heading-2">Timeline For New Facility</h2>The company said it has commenced construction at the facility in Massachusetts to incorporate drug product manufacturing capability, which is slated for completion in the first half of 2027.The move comes as the company seeks to reduce its reliance on contract manufacturers. The new investment is aimed at allowing the company to control the entire production process.Other popular pharma companies have also recently committed large amounts to expanding U.S. manufacturing, including Pfizer, Eli Lilly, and Johnson &amp; Johnson, as they seek to reduce reliance on overseas manufacturing.<h2 class="st-heading-2">Moderna’s mRNA Candidates</h2>Moderna rose to fame during the COVID-19 pandemic with its mRNA-based vaccine Spikevax. In the third quarter of 2025, the company reported total revenue of $1 billion, down from $1.9 billion in the corresponding period of 2024, mainly due to lower COVID-19 vaccine sales.However, Covid vaccine sales accounted for a whopping 97% of the company’s overall revenue in the three months through the end of September.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment around MRNA stayed within the ‘bearish’ territory over the past 24 hours, while message volume stayed at ‘low’ levels.<a href="https://stocktwits.com/symbol/MRNA">MRNA stock</a> is down 41% this year and 34% over the past 12 months.&nbsp;Also See: <a href="https://stocktwits.com/news-articles/markets/equity/kzia-stock-soars-after-company-stage-iv-cancer-patients-shows-initial-complete-remission-on-its-drug-combination/cLPoQdMREBN">KZIA Stock Soars After Stage IV Cancer Patient Shows Initial Complete Remission On Its Drug Combination</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

In this photo illustration, Moderna’s logo is displayed on a smartphone with an economic stock exchange index graph in the background. (Photo Illustration by Budrul Chukrut/SOPA Images/LightRocket via Getty Images)

Moderna Brings Back Drug Product Manufacturing To Home Ground

The company said it has commenced construction at the Massachusetts facility, which is slated for completion in the first half of 2027.

Equity

<ul class="summary-bullets"><li>Battery electric vehicle sales, however, took a sharp hit, decreasing by 24.8% to 4,709 units, likely due to the expiration of the federal tax credit of $7,500 on the purchase of new EVs in the U.S. on September 30.&nbsp;</li><li>The F-series truck continued to be the company’s best-seller in October with 67,930 units sold, marking a growth of 0.7% year-over-year.&nbsp;</li><li>The company’s SUV sales, however, fell 4.7% last month to 65,968 units.&nbsp; &nbsp;</li></ul>Ford Motor Co. (F) on Monday said that it delivered 175,584 vehicles in the U.S. in October, marking a growth of 1.6% from the corresponding period last year, thanks to continued demand for its F-series trucks.The growth was primarily driven by a 3.4% growth in sales of the company’s internal combustion engine vehicles.<h2 class="st-heading-2">Electric Vehicle Sales Dive</h2>Battery electric vehicle sales, however, <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://s205.q4cdn.com/882619693/files/doc_news/2025/Nov/03/Ford-U-S-October-2025-Sales-Release.pdf">took</a> a sharp hit, decreasing by 24.8% to 4,709 units, likely due to the expiration of the federal tax credit of $7,500 on the purchase of new EVs in the U.S. on September 30.While the company’s Mustang Mach-E sales dived 12.3% to 2,906 units, sales of its EV truck F-150 Lightning dropped 17.2% to 1,543 units. Sales of the company’s electric E-transit van, meanwhile, fell 76.1% to just 260 units.Last month, General Motors announced that it is canceling production of E-transit’s competitor, Brightdrop electric van, in Canada, citing slow development in the commercial electric van market.<h2 class="st-heading-2">F-Series Continues To Reign</h2>The F-series truck continued to be the company’s best-seller in October with 67,930 units sold, marking a growth of 0.7% year-over-year.The company’s SUV sales, however, fell 4.7% last month to 65,968 units, as sales of all of the company’s Lincoln brand SUVs fell, except the Navigator. The retirement of the Ford Edge SUV also weighed on the SUV sales numbers.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2><a href="https://stocktwits.com/symbol/F">F stock</a> is down by 1% at the time of writing. On Stocktwits, retail sentiment around F stock remained within the ‘bearish’ territory, while message volume decreased from ‘normal’ to ‘low’ levels.A Stocktwits user highlighted that November is typically a good month for autos.<stembedurl>https://stocktwits.com/ChumpMoney/message/634683037</stembedurl>F stock is up 31% this year and approximately 25% over the past 12 months.&nbsp;Read also: <a href="https://stocktwits.com/news-articles/markets/equity/gary-black-expects-musks-1-trillion-pay-package-to-receive-overwhelming-approval/cL2NOFZR3zw">Gary Black Expects Musk’s $1T Pay Package To Receive ‘Overwhelming’ Approval But Warns Against Optimism On Tesla Robotaxi Expansion Plans</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Goldman Sachs reportedly upgraded the stock to ‘Buy’ from ‘Neutral’ and raised its price target to $13 from $12.

Ford Sales In US Rise 1.6% In October On Continued Truck Demand

The growth was primarily driven by a 3.4% growth in sales of the company’s internal combustion engine vehicles. 

Evercore ISI analysts reportedly expect the fire at a New York aluminum plant will erode up to $1 billion from Ford Motor Co.’s (F) earnings.According to a Reuters <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/autos-transportation/fire-aluminum-plant-hit-fords-bottom-line-by-up-1-billion-analyst-says-2025-10-08/">report</a>, Ford refused to comment on Evercore’s estimates. However, it told the news agency that it has been working closely with Novelis and exploring all possible alternatives to minimize potential disruptions.A large portion of Novelis’ Oswego, New York, aluminum plant was knocked offline until early next year after a September 16 blaze destroyed its hot mill. This section produces aluminum for vehicles. Ford, the plant’s biggest customer, relies heavily on Oswego material for the aluminum-bodied F-150, its most profitable model.The automaker is reportedly expected to disclose the effects of the outage in its earnings report later this month. Shares of the company traded 1% lower at the time of writing.Ford’s stock witnessed a near 178% rise in retail user message count over the past 24 hours, as of Wednesday morning. On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/F">F stock</a> rose from ‘neutral’ to ‘bullish’ territory over the past 24 hours, while message volume stayed at ‘high’ levels.Novelis, a unit of India’s Hindalco Industries, produces over 350,000 metric tons of aluminum annually for automakers such as Ford, Toyota, Hyundai, Volkswagen, and Stellantis. According to Evercore analysts, while other automakers will also be affected by the fire, Ford will see the biggest hit of $500 million to $1 billion to its earnings before interest and taxes.The F-series is Ford’s best-selling vehicle and truck. In the second quarter (Q2), the company sold 207,732 units of the truck in the U.S. In fact, the company has sold over 600,000 units of the truck year-to-date in the U.S., outpacing its nearest competitor by an estimated 170,000 units.Ford stock is up 19% this year and approximately 13% over the past 12 months.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/archer-aviation-cleveland-clinic-abu-dhabi-to-launch-uae-first-hospital-based-vertiport/ch6EjGLR3iK">Archer Aviation, Cleveland Clinic Abu Dhabi To Launch UAE’s First Hospital-Based Vertiport</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Ford Explorer electric cars are parked on car transporters on the Ford factory premises. (Photo by Rolf Vennenbernd/picture alliance via Getty Images)

Ford Faces Up To $1 Billion Hit After New York Aluminum Plant Fire, Analysts Reportedly Say

According to a Reuters report, Ford refused to comment on Evercore’s estimates.

Current Price	$33.65
Prev Close	$33.60
Open	$33.66
Dividend Yield	N/A
50-Day Moving Average	$34.33
Beta	N/A
Avg. Volume	5,774.20
PE Ratio	N/A

52-Week High	$35.60
52-Week Low	$27.87
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A
Enterprise Value/EBITDA	N/A

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