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Democratic gains in the midterms, including control of both chambers, drove sharp swings in SPY as traders debated the impact of a divided government. Many saw the election uncertainty as priced in and gridlock as supportive, while others worried about tighter AI and data-center rules and lingering Iran-war risks.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

Democratic gains in the midterms and the prospect of Democrats controlling Congress dominate discussion, with traders viewing the results as a political setback for Trump and a negative signal for DJT. The conversation is overwhelmingly bearish, though some debate whether congressional gridlock will limit the impact; calls for a collapse or delisting remain speculation.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

Democratic gains in the midterms, including Texass shift, fueled concern that tighter data-center rules could weigh on AI and tech stocks, while broader policy uncertainty drove sharp swings in QQQ. Traders were divided between expecting more pressure on tech and seeing gridlock or the markets rebound as supportive.

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

Democratic midterm gains have fueled concern that Elon Musks political ties could bring greater scrutiny of SpaceXs government contracts, Texas data-center plans, and a potential Tesla merger. Traders disagree on the impact: bears warn of regulatory and contract risks, while bulls argue the companys expansion and strategic role remain intact.

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

Apples warning that memory prices are rising and expected to keep climbing has renewed bullish interest in SanDisk and other memory stocks, with traders viewing it as evidence of tight supply and pricing strength. The rebound is contested, as many remain wary of the sectors sharp recent swings and question whether AI-related demand can offset memorys cyclical risks.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros blowout quarterly results and higher full-year outlook, driven by strong AI-server demand, are the main focus. Traders are upbeat about growth and the new guidance but debate whether thin margins and lingering confidence concerns justify the muted, volatile share reaction.

Capricor Therapeutics, Inc. is a clinical-stage biotechnology company, which focuses on the development of transformative cell and exosome-based therapeutics for treating Duchenne muscular dystrophy (“DMD”), a rare form of muscular dystrophy which results in muscle degeneration and premature death, and other diseases with unmet medical needs. Its product candidate consists of CAP-1002, Engineered Exosomes, CAP-2003, and Exosome-Based Vaccine. The company was founded on June 17, 1996 and is headquartered in San Diego, CA.

Capricor Therapeutics Inc

A letter from 28 HOPE-3 investigators urging FDA approval of Capricors deramiocel and challenging the agencys interpretation of the trial data has renewed attention ahead of the FDA decision on the Duchenne muscular dystrophy therapy. Traders are largely optimistic that the letter strengthens the approval case, while some remain cautious about the FDAs concerns; speculation about short covering is also fueling the rally, but approval is uncertain.

Oracle Corp. engages in the provision of products and services that address aspects of corporate information technology environments, including applications and infrastructure technologies. It operates through the following business segments: Cloud and License, Hardware, and Services. The Cloud and License segment markets, sells, and delivers enterprise applications and infrastructure technologies through cloud and on-premise deployment models including cloud services and license support offerings. The Hardware segment provides infrastructure technologies including Oracle Engineered Systems, servers, storage, industry-specific hardware, operating systems, virtualization, management, and other hardware-related software. The Services segment offers consulting, advanced support, and education services. The company was founded by Lawrence Joseph Ellison, Robert Nimrod Miner, and Edward A. Oates on June 16, 1977 and is headquartered in Austin, TX.

Oracle Corp.

Oracles stock offering and bond sale to fund its AI infrastructure expansion have dominated discussion, with traders debating dilution, borrowing costs and whether future AI demand can generate enough cash flow to justify the spending. A sharp selloff has been followed by a rebound, but sentiment remains divided between those who see the completed financing as removing an overhang and those concerned about leverage and returns.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is drawing attention over traders reaction to perceived Democratic gains in the elections and Elon Musks political involvement. Many fear added scrutiny of Musks companies, reduced government support, and complications for a possible SpaceX merger, while some argue EV policies could benefit Tesla or view the selloff as a buying opportunity.

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 76,984.36452344 USD and is up -0.00 over the last 24 hours. It is currently trading on 12773 active market(s) with $23,094,171,945.49 traded over the last 24 hours. More information can be found at https://bitcoin.org/.

Bitcoin

U.S. midterm election results and expectations of Democratic gains are driving Bitcoin discussion, with traders debating whether a shift in congressional control could hurt crypto through regulation and risk-off sentiment or support it through political gridlock and liquidity expectations. The community is split, with bearish reactions to market weakness countered by dip-buying and claims that Bitcoin is largely independent of U.S. politics.

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Bitcoin Could Beat Stocks, Gold Over 10 Years, Says JPMorgan – But It Comes With A Volatility Warning

Cryptocurrency

The investment firm took Bitcoin out of its primary portfolio models due to volatile returns and uncertain correlations.


Cathie Wood Says Bitcoin's ‘Turn Is In’ Against Gold As BTC Reclaims The Upper Hand

Cathie Wood sees further declines for gold, stating that ARK's innovation themes, such as blockchain and AI, could drive inflation far lower than anticipated.

Bitcoin-Gold Correlation Hits Nearly Six-Year High As BTC Breaks From Tech Stocks

Bitwise said that Bitcoin is increasingly trading like gold rather than a tech asset, strengthening its long-running “digital gold” case.

This Gold ETF Sees Best Day In Nearly Four Years As Treasury Yields Drop On Bessent's Bond Buyback Move 

Equity

The U.S. Treasury's plan to double its long-term bond buybacks pulled yields lower, sending spot gold up by $100 and triggering a massive surge in gold-mining equities. 

GLD Sees Biggest Single-Day Gains Since February – But YTD Returns Still Remain In Negative Territory

At the time of writing, spot gold was trading more than 4.3% higher at $4,252 an ounce, its highest level since June 18.

Wall Street Veteran Calls Bitcoin, Gold And Silver Selloff A 'Debasement Capitulation' As Home Prices Stall

Jordi Visser remains bullish on crypto, saying AI agents and tokenization could unlock a new growth phase.

Hansen Says Silver Is Struggling More Than Gold As It Faces ‘Double Pressure’ – Deutsche Warns Gold Can Fall To $3,800

Veteran commodities analyst Ole Hansen said silver has come under pressure due to concerns about slowing global growth and weaker demand for industrial metal.

'Why Hold Robinhood Over Gold?': Helius CEO Mert Mumtaz Brushes Off SOL Vs ZEC Narrative Debate

A user inquired why Solana over Zcash, which has risen more than 1,054% in a year amid increasing privacy-coin interest and a reported Multicoin Capital investment.


Bitcoin Vs Gold: Schiff Slams Saylor's MSTR For 'Sacrificing Shareholders,' Pompliano Defends BTC's Long-Term Edge Over Gold

Schiff and Pompliano clashed on Fox Business over government support for crypto, debating whether Bitcoin can outperform gold over the next decade.


2008-Style Mortgage Stress Returns As Gold, Stocks Slide — Bitcoin Eyes A High-Risk Zone

Bitcoin derivatives data showed a buildup of short positions in the $70,000 to $75,000 range. 


Bullish Sentiment

<ul class="summary-bullets"><li>JPMorgan sees annualized 10-year <a class="mention" data-mention="$BTC.X" data-symbol-id="BTC.X" href="https://stocktwits.com/symbol/BTC.X" target="_blank">Bitcoin</a> returns at 10%, better than U.S. stocks, REITs, and gold.</li><li>Bitcoin’s projected volatility is 55%, which is higher than stocks and gold, despite an arithmetic average return of 20.9%.</li><li>However, JP Morgan said the forecast was not a price target or a guarantee of outperformance, but a long-term planning tool.</li></ul>J.P. Morgan Asset Management, the investment arm of JPMorgan Chase &amp; Co. (JPM), has predicted Bitcoin (BTC) will outperform U.S. large-cap stocks, real estate investment trusts and gold in terms of annualized returns over the next decade. But the 10% return forecast is tied to 55% annualized volatility in the firm's 2027 Long-Term Capital Market Assumptions, which is why it still doesn’t include Bitcoin in its core portfolio allocation models.The company expected Bitcoin’s base-case annual return of 10% over 10 years in its 2027 Long-Term Capital Market Assumptions. That compares with 7.5% for U.S. large-cap stocks, 8.2% for U.S. real estate investment trusts (REITs) and 5.5% for gold. This is the 31st year of the report, but it has never put a range on Bitcoin returns.&nbsp;But the firm still considers the cryptocurrency too volatile for core portfolios.JPMorgan gave Bitcoin an arithmetic return of 20.9%, which is the simple average of yearly gains. Its estimated annual volatility for Bitcoin stands at 55%. U.S. large caps, by comparison, hold 18%, said the report. Those swings take down the compound return, which is what an investor actually gets to keep over time.<h2 class="st-heading-2">JPMorgan’s Bitcoin Scenarios Range From Annual Loss To Gain</h2>The report states the base case is a blend of three models. Global money growth is compared to Bitcoin supply. Another views it as a complement to gold. A third watches how the Bitcoin network is used. JPMorgan gave them a weight of 65%, 30%, and 5% according to its confidence in each.&nbsp;The bear case is a loss of 11.2% per year, and the bull case is a gain of 16.6% per year. All three scenarios begin with a Bitcoin price of $83,000, as of Sept. 30, 2026. Previously, Fidelity's Jurrien Timmer&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/fidelity-jurrien-timmer-bitcoin-bottomed-upside-than-gold/cZxcTPERBnz">predicted</a> that Bitcoin would outpace gold, despite being bullish on gold’s growth and seeing its fair value at $5000.<h2 class="st-heading-2">Why JP Morgan Is Keeping Bitcoin Out Of Core Portfolio Models</h2>But JPMorgan left Bitcoin out of its main covariance matrices even after the new forecast. Instead, it built a smaller, independent matrix. It seemed too early to consider BTC as a diversifier in a balanced portfolio, the report said.&nbsp;Bitcoin’s correlation to other assets also remains in flux, it said. According to the report, Bitcoin had a correlation of 0.33 with U.S. large caps and 0.10 with gold. A reading of 1 would mean the two are in perfect lockstep.&nbsp;The firm also rejected the idea that a debasement in the value of money, or debasement of currency, could lead to a rush into crypto. It called Bitcoin a speculative asset and a hedge against monetary easing. The report said that view could be overturned.&nbsp;According to JPMorgan, Bitcoin could play a larger role as volatility decreases, correlations stabilize, and regulation becomes clearer. Until then, the firm said any allocation should be stress-tested against both its bull and bear scenarios.<h2 class="st-heading-2">Retail Sentiment For BTC Is ‘Extremely Bearish’</h2><a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was trading in the $81,400 range, down over 1% amid broader market pressure. On Stocktwits, retail sentiment around BTC remained in the ‘extremely bearish’ zone, amid ‘low’ chatter levels over the past day. According to platform data, watchers for the apex cryptocurrency have dropped 69% over the course of a year.&nbsp;Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/skhy-stock-retail-buying-opportunity-micron-taiwan-strike-uncertainty-memory-trade/cZxq8o1RBuK">SKHY Stock Slides Premarket: Retail Eyes Buying Opportunity As Rival Micron’s Taiwan Strike Plan Adds Uncertainty To Memory Trade</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

A man walks inside one of the JPMorgan Chase & Co. buildings on June 12, 2023. in New York. (Photo by Eduardo Munoz Alvarez/VIEWpress)

J.P. Morgan Asset Management, the investment arm of JPMorgan Chase & Co. (JPM), has predicted Bitcoin (BTC) will outperform U.S. large-cap stocks, real estate investment trusts and gold in terms of annualized returns over the next decade. But the 10% retu

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