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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.

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 volatility, sparking debates about a potential market bottom and the influence of large institutional players. Community discussions revolve around whether this dip presents a buying opportunity or signals a deeper correction, with some pointing to macro factors and potential liquidations as drivers. Sentiment is mixed, with bullish and bearish arguments clashing amidst the price swings.

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's stock is trending amid upgrades from analysts, though some community members express concern over valuation relative to competitors and potential interconnect hurdles in the AI sector. Despite strong earnings, the stock experienced a selloff, leading to discussions about a possible short squeeze and whether AI constitutes a bubble.

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 due to strong Q3 earnings and raised FY26 guidance, sparking bullish sentiment among investors; discussions include the impact of e-commerce growth and a planned move to the Nasdaq. Community members are debating whether Walmart's performance signals broader economic strength or if it's a safe haven during market uncertainty, while also pondering its valuation relative to tech companies.

SSgA Active Trust - SPDR S&P 500 ETF Trust

SPY is experiencing heavy volatility, sparking discussions about a potential market correction and whether dip-buying strategies will continue to pay off. Some community members are pointing to broader macroeconomic concerns and the influence of crypto markets, while others are eyeing key support levels for potential reversals. The conversation highlights uncertainty around near-term market direction.

NIO, Inc. is a holding company which engages in the design, manufacture, and sale of electric vehicles. Its products include the EP9 supercar and ES8 7-seater SUV. It provides users with home charging, power express valet services, and other power solutions including access to public charging, access to power mobile charging trucks, and battery swapping. It also offers other value-added services such as service package, battery payment arrangement, and vehicle financing and license plate registration. The company was founded by Bin Li and Li Hong Qin on November 28, 2014 and is headquartered in Jiading, China.

NIO Inc - ADR

NIO Inc

NIO is trending downwards, frustrating investors who cite strong deliveries and question the stock's valuation relative to peers. Community members speculate about market manipulation and potential short squeezes while bracing for upcoming earnings. Despite the negative price action, some investors remain optimistic, viewing the current dip as a buying opportunity based on the company's long-term potential.

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 the price of Bitcoin fluctuates, impacting MicroStrategy's value as a major BTC holder; the community is closely watching key support levels. Discussions revolve around analyst Tom Lee's commentary and potential short squeezes, with some expressing concerns about solvency and potential liquidation. Recent whale activity and overall market sentiment add to the 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.

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

Direxion Daily Semiconductor Bull 3X Shares

SOXL is trending as traders assess its volatile movements amidst optimism in the AI sector. Community discussions revolve around dip-buying strategies and potential profit-taking points, especially with upcoming earnings from key semiconductor players like NVDA. The ongoing government shutdown and concerns about AI valuations add to the uncertainty surrounding this leveraged ETF.

Ripple is the catchall name for the cryptocurrency platform, the transactional protocol for which is actually XRP, in the same fashion as Ethereum is the name for the platform that facilitates trades in Ether. Like other cryptocurrencies, Ripple is built atop the idea of a distributed ledger network which requires various parties to participate in validating transactions, rather than any singular centralized authority. That facilitates transactions all over the world, and transfer fees are far cheaper than the likes of bitcoin. Unlike other cryptocurrencies, XRP transfers are effectively immediate, requiring no typical confirmation time.  Ripple was originally founded by a single company, Ripple Labs, and continues to be backed by it, rather than the larger network of developers that continue bitcoin’s development. It also doesn’t have a fluctuating amount of its currency in existence. Where bitcoin has a continually growing pool with an eventual maximum, and Ethereum theoretically has no limit, Ripple was created with all of its 100 billion XRP tokens right out of the gate. That number is maintained with no mining and most of the tokens are owned and held by Ripple Labs itself — around 60 billion at the latest count.  Even at the recently reduced value of around half a dollar per XRP, that means Ripple Labs is currently sitting on around $20 billion worth of the cryptocurrency (note: Ripple’s price crashed hard recently, and may be worth far less than $60 billion by time you read this). It holds 55 billion XRP in an escrow account, which allows it to sell up to a billion per month if it so chooses in order to fund new projects and acquisitions. Selling such an amount would likely have a drastic effect on the cryptocurrency’s value, and isn’t something Ripple Labs plans to do anytime soon.  In actuality, Ripple Labs is looking to leverage the technology behind XRP to allow for faster banking transactions around the world. While Bitcoin and other cryptocurrencies are built on the idea of separating financial transactions from the financial organizations of traditional currencies, Ripple is almost the opposite in every sense.  XRP by Ripple price can be found on this page alongside the market capitalization and additional stats.

Ripple

XRP is trending amidst overall crypto market volatility and the launch of new ETFs, sparking debates on their potential impact. Community discussions revolve around whether XRP can decouple from Bitcoin's influence and the significance of upcoming ISO20022 compliance. Some traders express frustration with price stagnation, while others remain optimistic about long-term utility and institutional adoption.

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Best-Performing ETFs of Last Week

Top ETFs that soared last week despite market swings included shipping (BWET), lithium miners (LITP), crypto bear (REKT), biotech (BBC) and rare earths (REMX).

Social Capital founder and venture capitalist Chamath Palihapitiya said on Tuesday that while the United States controls parts of the rare earth supply chain, such as mining and magnet manufacturing, its critical weakness lies in refining rare earths into oxides, a process dominated by Asia and particularly China.“Step 2 is our Achilles heel,” he wrote in a <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/chamath/status/1988270865080029482">post</a> on X, noting that refining is “mostly done in Asia, and overwhelmingly done in China or by Chinese counterparties in places like Vietnam.”Palihapitiya said the U.S. must find a “leveraged way and place to make oxides,” calling India the most obvious choice given its lower costs and skilled workforce.<figure class="image"><a class="st-link-external" href="https://x.com/chamath/status/1988270865080029482" target="_blank" rel="noopener noreferrer nofollow"><img style="aspect-ratio:1208/1192;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_11_at_11_21_48_AM_png_596cb0812d.webp" alt="Screenshot 2025-11-11 at 11.21.48 AM.png" width="1208" height="1192"></a><figcaption>@chamath/X</figcaption></figure><h2 class="st-heading-2">India’s Cost Advantage Over China</h2>According to Palihapitiya, refining rare earth oxides is a “dirty and complicated business,” but one in which India holds a significant economic advantage. “China has a 2x cost advantage vs the U.S. in making oxides, but India has a 6x advantage vs China and also has the human talent,” he said.Palihapitiya suggested that India’s refining potential could help reduce China’s grip on the global rare earths market, which supplies critical materials used in electric vehicles, wind turbines, and defense systems.<h2 class="st-heading-2">The Missing Piece</h2>Palihapitiya cautioned that investment in India’s refining capacity is unlikely to accelerate without a U.S.-India trade deal. Palihapitiya added that if such a deal were signed, India could become “the tip of the spear in blunting Chinese mercantilism and any downstream ‘validated end-user’ licensing schemes.”The VanEck Rare Earth and Strategic Metals ETF (REMX) fell 1.36% in midday trade on Tuesday as tensions over rare earth elements between the U.S. and China continue to escalate. According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/world/china/china-hatches-plan-to-keep-u-s-military-from-getting-its-rare-earth-magnets-f349ee65">report</a> by The Wall Street Journal, Beijing is evaluating the use of a ‘validated end-user’ system to fast-track certain export licenses. This is reportedly intended to exclude companies with ties to the U.S. military while fast-tracking export approvals for other firms.Despite the dip in share prices, retail sentiment around REMX flipped to ‘bullish’ from ‘bearish’ a day ago as chatter rose to ‘high’ from ‘normal’ levels.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nbis-stock-rises-after-3-billion-meta-ai-infrastructure-deal-despite-shaky-q3-results/cLPdotEREPj">NBIS Stock Rises After $3 Billion Meta AI Infrastructure Deal Despite Shaky Q3 Results</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Chamath Palihapitiya attends the 2024 Breakthrough Prize Ceremony at Academy Museum of Motion Pictures on April 13, 2024 in Los Angeles, California. (Photo by Taylor Hill/Getty Images)

Chamath Palihapitiya Talks About US' Achilles Heel When It Comes To Rare Earths

The Social Capital founder wrote on X that the U.S. lacks refining capacity for rare earths despite strengths in mining and manufacturing.

Equity

What's Driving the Surge in Rare Earth Stocks

Here's what you need to know about critical materials, the latest front in the trade war.

Rare Earth ETF (REMX) Hits New 52-Week High

REMX hits 52-week high, soaring 136% from its low as China export curbs spark U.S.-China tensions -- momentum could keep the rare metals ETF rising.

Here's Why These Metal & Mining ETFs Gained 7%+ Monday

Rare earth and lithium ETFs surged as U.S.-China trade tensions flared. ILIT, REMX, LITP and SETM jumped by double digits on Oct. 13, 2025 amid China's export curbs.

Top-Performing ETF Areas of Q3

Small caps led Q3 gains, while other standout ETF areas are Bitcoin mining (WGMI, MNRS), cannabis (MSOS, WEED), Ethereum (ETH, ETHW) and rare earths (REMX).

5 Best-Performing Sector ETFs of August

Marijuana, crypto, materials, healthcare and space ETFs led August gains despite tech volatility. These ETFs are MSOS, REMX, IHF, UFO, and ETHW. 

The Zacks Analyst Blog Highlights WEED, BDRY, ETHV, APED and REMX

WEED, BDRY, and ETHV surged as tariff fears, crypto momentum, and rare earth tensions drove ETF outperformance last week.

Best-Performing ETF Areas of Last Week 

Trump's sweeping new tariffs on Canada, the EU, and Mexico weight on markets slightly last week. However, crypto (i.e. ETHV and APED) and cannabis ETFs (i.e. WEED) surged on their own fundamentals.

China has reportedly granted temporary export licenses to rare-earth suppliers of General Motors (GM), Ford (F), and&nbsp;Jeep-maker Stellantis (STLA),&nbsp;known as&nbsp;Detroit’s ‘Big Three.’According to a Reuters&nbsp;<a target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/business/autos-transportation/china-issues-rare-earth-licenses-suppliers-top-3-us-automakers-sources-say-2025-06-06/">report</a>, at least some of the licenses are valid for six months. It remains unclear how much material is covered under the approvals or whether the move indicates a broader shift in China’s licensing policy.Shares of Ford and Stellantis rose more than 2% in morning trade on Friday. Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/GM">General Motors’ stock</a> gained around 1%.However, VanEck&nbsp;<a href="https://stocktwits.com/symbol/REMX">Rare Earth and Strategic Metals ETF</a> (REMX) continued to trend lower, falling 1.1% on Friday.The approvals come after a 90-minute&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-xi-jinping-hold-first-call-since-inauguration-amid-us-china-trade-tensions/chkDnh5Rbx2">phone call</a> between U.S. President Donald Trump and Chinese President Xi Jinping on Thursday.&nbsp;Trump posted on social media that “there should no longer be any questions respecting the complexity of Rare Earth products,” referring to the licensing challenges and U.S. reliance on China’s supply chain.In April, China imposed broad restrictions on exports of rare earths and related magnets, citing national security concerns in the context of escalating U.S. tariffs. The restrictions triggered supply chain disruptions across sectors, including automotive, aerospace, semiconductors, and defense.China accounts for roughly 90% of global rare-earth production and has used its dominance as a strategic lever in trade negotiations.Stellantis told Reuters it was working closely with suppliers to ensure an “efficient licensing process,” and had so far managed to address immediate production risks without significant disruptions.Ford recently halted production of its Explorer SUV at a Chicago facility due to rare-earth shortages. The company also&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ford-retail-traders-bullish-despite-tariff-hit-pulled-outlook/chi4wErRb1k">suspended</a> its full-year financial outlook for 2025, citing tariff-related uncertainty. Ford expects a $2.5 billion gross profit impact and a $1.5 billion hit to net profit.Stellantis likewise&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/stellantis-suspends-full-year-2025-guidance/chXT7fuRbib">pulled</a> its full-year guidance, while General Motors&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/gm-cuts-full-year-guidance-citing-trump-tariffs/chLv4lDRbiH">lowered</a> its 2025 adjusted earnings target to between $8.25 and $10 per share, citing a $4 billion to $5 billion projected tariff-related impact on adjusted earnings before interest and tax (EBIT).<a href="https://stocktwits.com/symbol/F">Ford’s stock</a> is the only one in the green among the three, with gains of more than 3% this year. Meanwhile,&nbsp;<a href="https://stocktwits.com/symbol/STLA">Stellantis’ stock</a> has fallen more than 23%, and General Motors’ shares are down more than 10% over the same period of time.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-not-interested-in-call-with-elon-musk-say-reports/chkzrevRbUc">Trump ‘Not Interested’ In Call With Elon Musk, Say Reports</a>

The Ford logo is displayed outside a Ford dealership in Edmonton, Alberta, Canada, on March 22, 2025. (Photo by Artur Widak/NurPhoto via Getty Images)

Ford, GM, Stellantis Reportedly Get Rare-Earth Supply Boost From China After Trump-Xi Call

According to a report by Reuters, at least some of the temporary export licenses are valid for six months. 

REMX
VanEck Rare Earth and Strategic Metals ETF

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