SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Alphabet, Inc. is a holding company, which engages in software, health care, transportation, and other technologies. It operates through the following segments: Google Services, Google Cloud, and Other Bets. The Google Services segment includes products and services, such as ads, Android, Chrome, devices, Google Maps, Google Play, Search, and YouTube. The Google Cloud segment refers to infrastructure and platform services, collaboration tools, and other services for enterprise customers. The Other Bets segment relates to the sale of healthcare-related services and internet services. The company was founded by Lawrence E. Page and Sergey Mikhaylovich Brin on October 2, 2015 and is headquartered in Mountain View, CA.

Alphabet Inc - Ordinary Shares - Class A

Alphabet Inc Class A

Alphabets quarterly results and sharp post-earnings selloff dominate discussion: strong Cloud growth was overshadowed by weaker-than-expected results, heavy AI infrastructure spending and negative free cash flow, alongside concerns that AI features could pressure Search ad monetization. Traders are split between viewing the drop as an overreaction and dip-buying opportunity and worrying that slowing core advertising growth and rising spending could weigh on returns.

Alphabet Inc - Ordinary Shares - Class C

Alphabets quarterly earnings miss and heavy AI infrastructure spending, which pressured profits and free cash flow, are driving the selloff. Traders are divided between concern that spending and slowing search growth may not deliver returns soon and optimism that strong cloud growth and AI adoption justify the investment.

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

Iovances announcement that it will present positive Phase 2 lifileucel results in previously treated metastatic non-small cell lung cancer, alongside a precision-medicine update, drove attention as traders focused on the therapys potential beyond melanoma. The reaction is largely bullish, though some traders caution that the announcement provided no detailed efficacy figures; short-squeeze and buyout talk remains speculative.

ServiceNow, Inc. engages in the provision of an end-to-end workflow automation platform for digital businesses. Its Now Platform is a cloud-based solution embedded with artificial intelligence (AI) and machine learning (ML). The company was founded by Frederic B. Luddy in June 2004 and is headquartered in Santa Clara, CA.

ServiceNow Inc

ServiceNows mixed quarterly resultsan earnings miss and softer forward contract-growth guidance despite stronger revenue and raised AI targetssparked a sharp selloff. Traders are divided between calling the drop an overreaction given continued growth and AI demand, and seeing it as a warning about slowing momentum, rich valuation, and broader SaaS-sector weakness.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Microsofts quarterly earnings beat expectations, with accelerating Azure growth and stronger cloud guidance reinforcing the view that AI demand is translating into revenue; lower-than-expected capital spending also reassured some investors. Traders remain divided over the scale and returns of AI investment, including pressure on free cash flow, and some noted that the initial post-earnings rally faded.

Boston Scientific Corp. engages in the development, manufacture, and marketing of medical devices that are used in interventional medical procedures. It operates through the MedSurg and Cardiovascular segments. The MedSurg segment includes Endoscopy, Urology, and Neuromodulation. The Cardiovascular segment consists of Cardiology and Peripheral Interventions. The company was founded by John E. Abele and Pete Michael Nicholas on June 29, 1979 and is headquartered in Marlborough, MA.

Boston Scientific Corp.

Boston Scientifics quarterly update and reduced full-year outlook, including a forecast of lower fourth-quarter sales, have fueled selling; traders point to the cyberattacks operational impact as well as weaker momentum in Watchman and electrophysiology. The reaction is divided between criticism of management and concern that the cyber incident may not explain the broader slowdown, and dip buyers who see the selloff as overdone.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Anthropics IPO filing and a large bank-backed financing arrangement for Broadcom AI chips and networking gear have renewed attention on AVGOs AI demand outlook, alongside analyst upgrades. Bulls see stronger demand visibility, while skeptics question the financing guarantees and whether AI spending can be sustained amid recent semiconductor weakness.

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

Reports that Marvell is in advanced talks to acquire Lumentum have focused attention on the strategic push into AI data-center optics. Traders are divided: some see stronger control of optical components as a long-term advantage, while others worry the large, unfinalized deal could require substantial debt or share dilution.

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

Reports that Marvell is in advanced talks to acquire Lumentum are driving attention, with traders weighing the strategic value of Lumentums AI-data-center optics against concerns about financing, dilution, and whether a deal will materialize. Neither company has confirmed a final agreement, and the rumor has fueled volatile trading and debate over a potential premium.

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 choppy pullback and struggle to hold a key support area dominate discussion, with traders split between expecting further downside and viewing dips as buying opportunities. Fed uncertainty, election concerns, and geopolitical tensions are cited as sources of volatility, but no single macro catalyst clearly dominates.

statis crypto Watchlist

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

Strategy's Phong Le Defends Buying Bitcoin At $80K After Selling Near $60K: ‘Right Trade’

Equity

Phong Le said in an interview with Bloomberg that Strategy's balance sheet grew to $72 billion in assets over two months.

Big Tech Woes Power Surge in Inverse Single-Stock ETFs

PLTZ, SMST, IONZ, CONI and SMCZ witness double-digit gains as the S&P 500 logged its longest losing streak of 2025 on tech-driven weakness.


Tidal Trust II - Defiance Daily Target 2X Short MSTR ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Strategy CEO Phong Le defended buying Bitcoin near $80,000 after selling in the $60,000 range on Tuesday.</li><li>He called it the "right trade" and pointed to cost of capital, not price, as the deciding factor for the purchases.</li><li>Alliance Global initiated coverage of Strategy with a ‘Buy’ rating and raised the stock's price target to $217.</li></ul>Strategy’s (MSTR) decision to sell Bitcoin (BTC) in the 60,000 range, only to resume buying near $80,000, may look like a costly case of selling low and buying high, but to CEO Phong Le it was the ‘right trade” to make at the time.When asked about the sell-low, buy-high sequence during an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=mAi2KLfjBm8">interview</a> with Bloomberg on Tuesday, Le defended the decision, saying Strategy did not make Bitcoin decisions based on price alone.&nbsp;He pointed to the company's balance sheet over the past two months, during which Strategy grew its total assets to $72 billion, including $65 billion in Bitcoin holdings and $7 billion in U.S. dollar reserves, marking a 34% increase in that span.&nbsp;Lee said that a rapidly strengthened balance sheet, now holding $72 billion in assets, including $65 billion in Bitcoin and $7 billion in dollar reserves, gave the company more flexibility to sell MSTR shares at a premium and put those proceeds back into Bitcoin.&nbsp;<h2 class="st-heading-2">Strategy Calls Its Bitcoin Management ‘Two-Way’</h2>Le pushed back on the idea that the roughly 7,000 Bitcoin sold to fund preferred dividends and buybacks, which accounted for less than 1% of the company's holdings, signaled any retreat from accumulation. He noted that Strategy had grown its Bitcoin holdings by as much as 30% this year.&nbsp;He described the firm’s approach as a "two-way strategy," arguing that a company not willing to sell Bitcoin was not a “true operating” business. According to Le, Strategy intended to keep buying at higher levels, including $90,000, $100,000 and beyond, telling Bloomberg that he expected a $130,000 Bitcoin purchase to eventually look like a good trade once the price climbs further.<h2 class="st-heading-2">A Push Back On MSCI Proposal</h2>Le also addressed a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-saylor-s-strategy-calls-msci-s-new-delisting-test-fundamentally-flawed-says-it-s-damaging-its-reputation/cZsoiKyRJtC">letter</a> he and Executive Chairman Michael Saylor sent to index provider Morgan Stanley Capital International (MSCI) on Monday, opposing a proposal to exclude non-operating asset companies, including Bitcoin treasury firms, from its Global Investable Market Indexes. Le called the move “discriminatory, arbitrary and misguided,” saying it goes against U.S. Securities and Exchange Commission (SEC) and U.S. accounting standards that already view Bitcoin as an operating asset.His comments came as&nbsp;<a href="https://stocktwits.com/symbol/MSTR">MSTR stock</a> was down by 0.70% during pre-market trading hours. On Stocktwits, the retail sentiment around MSTR stayed in the ‘bullish’ zone, while chatter around it stayed at ‘normal’ levels over the past day.<h2 class="st-heading-2">MSTR Stock: Wall Street Sees More Room To Run</h2>Meanwhile, on Tuesday, Alliance Global initiated coverage of Strategy with a ‘Buy’ rating and a $217 price target the same day, pointing to the company's 845,050 Bitcoin holdings, roughly 4% of the cryptocurrency's total supply, as a core part of the bull case.&nbsp;From Tuesday’s close of $124, Alliance Global’s price target puts it at around 75% upside.The analyst told investors it expected a "bull run" in Bitcoin over the next six to 18 months as scarcity and demand build alongside a clearer regulatory picture, adding that Strategy's yield-generation strategy has helped it outperform Bitcoin itself.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was down by 0.8% during the past 24 hours. On Stocktwits, the retail sentiment around BTC remained in the ‘neutral’ zone, while chatter around it stayed at ‘normal’ levels over the past day.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-nasdaq-futures-slipping-iran-tensions-oil-treasury-yields-keep-wall-street-on-edge-nvda-dell-crdo-nio-rklb-mstr-in-focus/cZsAlS2RJuj">Nasdaq Futures Slip As Rising Iran Tensions, Oil, Treasury Yields Keep Wall Street On Edge: NVDA, DELL, CRDO, NIO, RKLB, MSTR In Focus</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)

MSTR Stock: This Analyst Sees 75% Upside As Strategy CEO Defends $80K Bitcoin Buy As ‘Right Trade’

Strategy

T-Rex 2X Long MSTR Daily Target ETF

YieldMax MSTR Option Income Strategy ETF

Defiance Daily Target 2X Short MSTR ETF

Yes, the bottom is in

No, more downside ahead

Too early to tell

Depends on the stock

Neocloud stocks like $NBIS, $CRWV, $IREN, and $APLD are rebounding after a brutal October. Have they bottomed?

Stocktwits

Nebius Group N.V. 

CoreWeave Inc

IREN Limited

Applied Digital Corporation

 are rebounding after a brutal October. Have they bottomed?

Stocktwits Polls

$SMST the question is does Bitcoin retrace back up to 85-87 or do we just dump.  
Both are acceptable outcomes because the overall answer is  
big dumb  
Unless Trump announces the war is over God comes down and everybody gets a golden Rolex and a doge check 
Or whatever diaper boy says.

randy reed

$SMST  
Oct 1987 Repeat? 
We are almost repeating the exact time frame and footsteps.  
Bond market  
Iranians  
Oil 
Along with a new fed chairman and a rate hike  
 his name was Greenspan   
They say history repeats itself I guess we'll find out.  
The stock market fell 22% in one day  
six months later it was at an all-time high

Feed

News

Sentiment

Fundamentals

Info

SMST Defiance Daily Target 2X Short MSTR ETF

Fundamentals

Latest SMST News