SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings is in the spotlight as investors debate the potential long-term impact of a bipartisan Senate bill aimed at banning sports-based prediction markets, which could remove a significant competitive threat to traditional sportsbooks. While some in the community see this as a pivotal win that strengthens the company's regulatory moat, others remain deeply skeptical, pointing to persistent insider selling, ongoing lawsuits, and general frustration with the stock's inability to sustain upward momentum.

Fundrise Growth Tech Fund LLC operates as a non-diversified, closed-end management investment company. It invests in growing tech companies to help them expand and generate profits. The company was founded on June 7, 2021 and is headquartered in Washington, DC.

Fundrise Innovation Fund LLC. - Common Shares of Limited Liability Company Interests

Fundrise Innovation Fund 

The Fundrise Innovation Fund is experiencing extreme volatility and massive upside momentum as retail investors chase exposure to high-profile private AI and space firms like SpaceX and Anthropic. While the community is debating the disconnect between the fund's net asset value and its current trading premium, bullish sentiment remains fueled by the limited float due to share lockups and anticipation of upcoming IPOs.

FuboTV, Inc. is a consumer-first live TV streaming company with the mission of delivering premium sports, news and entertainment programming that offers greater choice, flexibility and value. The company was founded by David Gandler, Alberto Horihuela Suarez, and Sung Ho Choi on February 20, 2009 and is headquartered in New York, NY.

fuboTV Inc - Ordinary Shares - Class A

fuboTV Inc

FuboTV is facing intense backlash and investor frustration following a 1-for-12 reverse stock split that has left many shareholders deep in the red and questioning management's long-term strategy. The community is heavily focused on the company's lack of transparent communication, stagnant performance, and the perceived abandonment of retail investors in favor of Disney's controlling stake.

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

Microsoft is facing significant selling pressure as investors grapple with concerns over the company's heavy AI capital expenditures, the uncertain ROI of OpenAI, and a broader rotation away from software stocks. The community is deeply divided, with many debating whether the current price represents a generational buying opportunity for a fundamental giant or if the stock is broken due to perceived leadership failures and a lack of clear AI monetization.

Sarepta Therapeutics, Inc. is a commercial-stage biopharmaceutical company, which is engaged in the discovery and development of therapeutics for the treatment of rare diseases. The company was founded on July 22, 1980, and is headquartered in Cambridge, MA.

Sarepta Therapeutics Inc

Sarepta Therapeutics is experiencing heightened investor attention following the upcoming departure of a key FDA official, which market participants view as a potential catalyst for a more predictable regulatory environment for rare disease gene therapies. The community remains heavily focused on the company's strong revenue base and upcoming clinical data readouts for its siRNA pipeline, with many investors actively debating the stock's valuation versus its growth potential.

Arm Holdings Plc engages in the licensing, marketing, research, and development of microprocessors, systems IP, graphics processing units, physical IP and associated systems IP, software, and tools. It operates through the following geographical segments: United Kingdom, United States, and Other Countries. The company was founded on November 12, 1990 and is headquartered in Cambridge, the United Kingdom.

Arm Holdings plc. - ADR

Arm Holdings Plc.

Arm Holdings is currently the center of intense market discussion following a strategic shift to sell its own in-house AGI CPU chips for data centers, which management expects will generate billions in annual revenue by 2031. Investors and analysts are actively debating the company's valuation and the potential for a massive rerating, as the move pivots Arm from a traditional IP licensing model to a direct silicon competitor in the AI-driven data center market.

Destiny Tech100, Inc. operates as a non-diversified, closed-end management investment company. The company was founded on November 18, 2020 and is headquartered in Austin, TX.

Destiny Tech100 Inc

DESTINY TECH 100 INC

Destiny Tech 100 is drawing significant attention from retail traders who view it as a accessible proxy for private tech giants like SpaceX, Anthropic, and OpenAI, leading to intense debate over its premium valuation relative to net asset value. While proponents highlight the massive growth potential of its underlying portfolio, skeptical community members frequently caution against the stock's volatility and the risks associated with its structure as a closed-end fund.

Corcept Therapeutics, Inc. is a commercial-stage pharmaceutical company, which engages in the business of discovering and developing pharmaceutical products and medications to treat severe endocrinologic, oncologic, metabolic, and neurologic disorders by modulating the effects of the hormone cortisol. The company was founded by David B. Singer and Joseph K. Belanoff on May 13, 1998 and is headquartered in Redwood City, CA.

Corcept Therapeutics Inc

Corcept Therapeutics is experiencing significant volatility following a regulatory setback, where the FDA issued a complete response letter regarding its drug candidate relacorilant for Cushing's syndrome due to requests for additional efficacy data. While the stock has faced intense selling pressure and scrutiny over the regulatory delay and ongoing patent litigation, the community is actively debating whether the sell-off is an overreaction given the company's established, profitable Korlym franchise and the upcoming pivotal data readouts for its oncology pipeline.

ADMA Biologics, Inc. operates as a biopharmaceutical company, which is engaged in manufacturing, marketing, and developing specialty plasma-derived biologics. The firm operates through the following business segments: ADMA BioManufacturing and Plasma Collection Center. The ADMA BioManufacturing segment consists of immune globulin manufacturing and development operations. The Plasma Collection Center consists of source plasma collection facilities. The company was founded by Adam S. Grossman and Jerrold B. Grossman on June 24, 2004 and is headquartered in Ramsey, NJ.

Adma Biologics Inc

Adma Biologics is facing intense volatility as investors debate the merit of a critical short report alleging aggressive accounting practices, while the company maintains its long-term growth narrative. The community remains deeply divided, with many long-term shareholders aggressively buying the dip on conviction that the allegations are unfounded, while others remain cautious due to management's muted initial response and the stock's significant price decline.

ORCASM is a filthy little memecoin that knows exactly what you came for. It launched on Orca's Wavebreak but was born to make waves—wet, loud, and unforgettable. This isn’t your ordinary meme. ORCASM builds up the tension slow, goes deep, and leaves you gasping for more. It’s raw, unfiltered trencher energy dripping with shameless satisfaction. No promises. No roadmaps. Just pure, orcasmic pleasure.

Orcasm

Investors are shifting focus from animal-themed meme coins toward sea-creature narratives, fueling community excitement around the low market capitalization potential of Orcasm. Discussions center on rallying collective momentum to establish the project as a market leader while coordinating cross-token support across the sector.

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Iran has reportedly confirmed receipt of the U.S.-proposed 15-point ceasefire plan but criticized the terms highlighted in the proposal.According to an Al Jazeera&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.aljazeera.com/news/liveblog/2026/3/25/iran-war-live-trump-again-says-talks-underway-12-killed-in-south-tehran">report</a> citing a high-ranking diplomatic source, Iran described the ceasefire plan as “extremely maximalist and unreasonable.”Meanwhile, according to a CNN&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://edition.cnn.com/world/live-news/iran-war-us-israel-trump-03-25-26?post-id=cmn63ri2r00003b6tf31txlid">report</a> citing senior Trump administration officials, the White House is planning U.S.-Iran talks this weekend in Pakistan to discuss an off-ramp in the ongoing war.Another CNN&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnn.com/world/live-news/iran-war-us-israel-trump-03-25-26?post-id=cmn669b77000m3b6to1hwgv83">report</a>, citing Iranian state media outlet PressTV, stated that Iran has put forth its own conditions for ending the war in response to the U.S. proposal.These conditions include a complete halt to aggression and assassinations, establishing a mechanism to make sure the war on Iran does not resume, reparations for the war damage, the recognition of Iranian sovereignty over the Strait of Hormuz, and an end to Israel’s attacks on Lebanon, as well as attacks on Iranian proxies across the region.Get updates to this developing story directly on Stocktwits.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/docn-stock-plunges-on-digitalocean-800m-stock-offering/cZ3YqSeRISN">DigitalOcean Prices $800M Upsized Stock Offering — Why Is DOCN Raising Funds?</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

People wave flags as they demonstrate in support of the Iranian government on March 22, 2026 in central Tehran, Iran

Iran Says US Ceasefire Proposal Is 'Extremely Maximalist And Unreasonable' Even As White House Plans Weekend Talks

Iran has also put forth its own conditions for ending the war in response to the U.S. proposal.

Equity

Iran has reportedly outlined a firm set of conditions for ending its ongoing conflict, signaling a tough stance that could complicate diplomatic efforts with the United States and its allies.According to Iran’s&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.presstv.ir/Detail/2026/03/25/765835/iran-rejects-us-proposal-lays-out-five-conditions-ending-imposed-war-source">PressTV</a>, a senior Iranian political-security official said the country had dismissed Washington’s latest diplomatic outreach, calling the proposal unreasonable.Iranian authorities have outlined a series of requirements before agreeing to halt the conflict. These include a full cessation of attacks, safeguards to prevent future escalation, and financial compensation for damages.Tehran has also insisted on international acknowledgement of its authority over the Strait of Hormuz.Get updates to this developing story directly on Stocktwits.

Iranian Demonstration For Human Rights Holds March In L.A. (Photo by David McNew/Getty Images)

Iran Lays Out Demands To End Conflict – Wants International Acknowledgement Of Its Authority Over Strait Of Hormuz

The conditions also include an end to attacks, a commitment to no future escalation, and reparations.

Pre-Markets, Imports/Exports, Up in Early Trading

After yesterday's moderate sell-off, this morning we see pre-market indexes in the green.

<ul class="summary-bullets"><li>The BitMEX co-founder and chief investment officer at Maelstrom said he wants “the killing to stop,” but implied that he is not optimistic about the war between the U.S. and Iran ending just yet.</li><li>Bitcoin’s price recovered above $71,000 after falling below $69,000 in the previous session.&nbsp;</li><li>Hayes recently flagged that there was a risk of Bitcoin falling below $60,000 again if tensions between the U.S. and Iran continue to drag on.</li></ul>BitMEX co-founder and the chief investment officer at Maelstrom, Arthur Hayes, said on Wednesday that markets are running on “hopium” after an uptick in markets following reports of a 15-point peace proposal from the U.S. to Iran.“Markets are smoking a f**k ton of hopium right now,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/CryptoHayes/status/2036629935260074488?s=20">wrote</a> in a post on X. “Of course I want the killing to stop, but I’m not buying risk here.”<figure class="image"><a class="st-link-external" href="https://x.com/CryptoHayes/status/2036629935260074488" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_25_075652_png_63267061c3.webp" alt="Screenshot 2026-03-25 075652.png" width="841" height="287"></a><figcaption>Source; @CryptoHayes/X</figcaption></figure><h2 class="st-heading-2">Bitcoin Rebounds Above $71,000 While Crypto Market Gains</h2>The cryptocurrency market rose 1% in the last 24 hours to around $2.5 trillion, and Bitcoin (BTC)&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-holds-above-71-000-after-oil-drops-on-iran-peace-plan-reports/cZ3YFEkRISa">recovered</a> after falling below $69,000 on Tuesday.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> edged 0.7% higher in the last 24 hours to around $71,500. On Stocktwits, retail sentiment around BTC remained in ‘bearish’ territory over the past day, accompanied by ‘low’ levels of chatter.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_25_075759_png_1390c81033.webp" alt="Screenshot 2026-03-25 075759.png" width="1262" height="140"><figcaption>BTC retail sentiment and message volume on March 25 as of 8:05 a.m. ET | Source: Stocktwits</figcaption></figure><h2 class="st-heading-2">Stocks Climb But Retail Sentiment Dips Lower</h2>Equity markets were also moving higher in early morning trade. The&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY) was up 0.87%, the&nbsp;<a href="http://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF</a> (DIA) gained 0.92%, and the Nasdaq-100 tracking&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust</a> (QQQ) climbed over 1%. Retail sentiment around QQQ on Stocktwits fell to ‘extremely bearish’ from ‘bearish’ territory over the past day, with chatter at ‘high’ levels.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_25_075746_png_98af05cc0b.webp" alt="Screenshot 2026-03-25 075746.png" width="1262" height="143"><figcaption>QQQ retail sentiment and message volume on March 25 as of 8:05 a.m. ET | Source: Stocktwits</figcaption></figure>Hayes’ X post comes after he&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/arthur-hayes-wouldn-t-invest-1-in-bitcoin-right-now/cZdAzckRIJn">said</a> that he wouldn’t invest a $1 in Bitcoin amid the current U.S.-Iran war. According to him, there’s a real risk that Bitcoin’s price will fall back below $60,000 if the war drags on. The last time BTC’s price dipped below that threshold was early February.“I think that they’re in a situation where the longer this carries on, there could be a massive selloff in equities and Bitcoin might fall a bit lower,” Hayes said. “It might break $60,000 that could be a cascading of liquidations down.” He has reiterated multiple times that he’s waiting on the Federal Reserve to&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/arthur-hayes-tells-jerome-powell-to-warm-up-printer-after-blue-owl-freezes-redemptions/cZRjummR4wp">start printing more money</a> before buying Bitcoin or making major investments.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-holds-above-71-000-after-oil-drops-on-iran-peace-plan-reports/cZ3YFEkRISa">Bitcoin Holds Above $71,000 After Oil Drops On Iran Peace Plan Reports – Dogecoin, Cardano Outperform</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Arthur Hayes speaks on stage during Bitcoin Conference 2023 at Miami Beach Convention Center on May 19, 2023 in Miami Beach, Florida. (Photo by Jason Koerner/Getty Images for Bitcoin Magazine)

Arthur Hayes Says Markets Are Smoking ‘Hopium’ – Has No Plans To Buy Risk

The cryptocurrency and stock markets rose in early-morning trade on Wednesday after reports of a possible peace deal between the U.S. and Iran.

Cryptocurrency

Trump Signals Progress in Iran Talks: 5 Beaten-Down ETFs to Rally 

Trump signals Iran progress, oil drops sharply, and risk appetite returns -- here are 5 beaten-down ETFs that could rally if tensions ease.

<ul class="summary-bullets"><li>Iranian Parliament Speaker Mohammad-Bagher Ghalibaf stated in a post on X on Wednesday that the country is monitoring U.S. troop deployments and movements in the region.</li><li>An Iranian official said that either Pakistan or Turkey could be a venue for talks with the U.S., according to a report by Reuters.</li><li>Ankara is also acting as a facilitator in relaying messages between the U.S. and Iran, according to the report, citing Harun Armagan, a senior official of Turkey's ruling party.</li></ul>Iran has reportedly rejected a 15-point ceasefire plan sent to the country by the U.S. through Pakistan, a day after the country’s Foreign Minister Esmaeil Baghei said that Iran had a “very bad experience with American diplomacy.”According to a Reuters&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/asia-pacific/israel-strikes-tehran-trump-says-us-negotiating-end-war-2026-03-25/">report</a>, Ebrahim Zolfaqari, a spokesperson for Iran's joint military command, said that President Donald Trump is negotiating with himself.“Has the level of your inner struggle reached the stage of you (Trump) negotiating with yourself? People like us can never get along with people like you,” Zolfaqari said, according to the report.According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://apnews.com/article/iran-us-israel-trump-lebanon-march-25-2026-be07c54139bcc70672bb33f0773ede6a">report</a> by The Associated Press, Pakistani officials confirmed on Wednesday that they have delivered the U.S.’s ceasefire plan to Iran, even as the United States moves&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/dow-falls-report-2200-marines-arrive-middle-east-trump-deadline-day/cZ3nkXcRI1b">thousands of marines</a> to the Middle East.<h2 class="st-heading-2">Not Logical To Discuss Ceasefire With US, Says Iran</h2>According to a CNBC&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/03/25/iran-war-us-trump.html">report</a> citing Iran’s FARS News Agency, the country said it will not accept a ceasefire offer from the U.S.“Iran does not accept a ceasefire. Basically, it is not logical to enter into such a process with those who violate the agreement,” said an informed source, according to FARS.The ceasefire plan proposed by the U.S. includes aspects like sanctions relief, a rollback of Iran’s nuclear program and allowing shipping through the Strait of Hormuz.The ceasefire plan proposed by the U.S. includes aspects like sanctions relief, a rollback of Iran’s nuclear program, with a provision to allow the International Atomic Energy Agency to undertake monitoring, as well as allowing shipping through the Strait of Hormuz, according to the report.This comes after President Trump&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/trump-postpone-military-strikes-iran-power-plants-5-days/cZ3mJhoRI0I">announced</a> on Monday that the attacks on Iran’s energy infrastructure had been postponed for five days.<h2 class="st-heading-2">Iran Says It Is Monitoring US Troop Deployments</h2>Iranian Parliament Speaker Mohammad-Bagher Ghalibaf stated in a post on X on Wednesday that the country is monitoring U.S. troop deployments and movements in the region.“What the generals have broke, the soldiers can't fix; instead, they will fall victim to Netanyahu's delusions. Do not test our resolve to defend our land,” he added.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_25_at_17_40_42_png_4a73b655da.webp" alt="Mohammad Bagher Ghalibaf's post on X" width="1176" height="540"><figcaption>Mohammad Bagher Ghalibaf's post on X | @mb_ghalibaf/X</figcaption></figure>Meanwhile, crude oil prices eased on Wednesday amid reports of talks between the U.S. and Iran.U.S. West Texas Intermediate (WTI) crude futures maturing in May tumbled more than 5% to hover around $87 per barrel. Brent crude futures expiring in June fell 6% to $94 per barrel.The&nbsp;<a href="https://stocktwits.com/symbol/USO">United States Oil Fund ETF</a> (USO) fell over 5%, while the&nbsp;<a href="https://stocktwits.com/symbol/UCO">ProShares Ultra Bloomberg Crude Oil ETF</a> (UCO) was 7% at the time of writing.<h2 class="st-heading-2">Turkey Or Pakistan Could Be Venue For Talks, Says Iranian Official</h2>An Iranian official said that either Pakistan or Turkey could be a venue for talks with the U.S., according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.reuters.com/world/asia-pacific/israel-strikes-tehran-trump-says-us-negotiating-end-war-2026-03-25/">report</a> by Reuters.Ankara is also acting as a facilitator in relaying messages between the U.S. and Iran, according to the report, citing Harun Armagan, a senior official of Turkey's ruling party.&nbsp;Meanwhile, according to an Al Jazeera&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://aje.news/ve6pos?update=4433137">report</a>, Iranian President Masoud Pezeshkian praised Turkey for its firm stance against Israel, calling it “commendable.”The report also noted that Israeli Defense Minister Israel Katz said that the country has dropped over 15,000 bombs on Iran in the ongoing war, four times more than what it dropped during the 12-day war in 2025.U.S. equities soared in Wednesday’s opening trade. At the time of writing, the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF</a> (SPY), which tracks the S&amp;P 500 index, was up 1.05%; the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust ETF</a> (QQQ) rose 1.17%; and the&nbsp;<a href="https://stocktwits.com/symbol/DIA">SPDR Dow Jones Industrial Average ETF Trust</a> (DIA) gained 1.18%. Retail sentiment on Stocktwits regarding the S&amp;P 500 ETF was in the ‘extremely bearish’ territory.Also See:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ttd-stock-plunges-after-omnicom-launches-audit-of-the-trade-desk-fees/cZ3nVvFRI17">TTD Stock Plunges After Omnicom Launches Audit Of The Trade Desk’s Fees: Report</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

American and Iranian flags displayed on a phone screen are seen in this multiple exposure illustration photo.

Iran Reportedly Snubs Ceasefire Plan, Officials Say Trump Is Negotiating With Himself

The U.S.-proposed ceasefire plan includes sanctions relief, a rollback of Iran’s nuclear program, and the resumption of shipping through the Strait of Hormuz.

Invesco QQQ $QQQ is Murphy Middleton Hinkle & Parker Inc.'s 7th Largest Position

Murphy Middleton Hinkle & Parker Inc. raised its position in Invesco QQQ (NASDAQ:QQQ - Free Report) by 694.4% during the 4th quarter, according to the company in its most recent Form 13F filing with...

<ul class="summary-bullets"><li>Retail investors largely expect the controversy to pass, with shares poised to rebound, particularly as the underlying demand for AI chips remains at record levels.</li><li>U.S. prosecutors have indicted three persons linked to Super Micro Computer, including one of its co-founders, of diverting Nvidia servers to China in violation of export rules.</li><li>Stocktwits sentiment for SMCI has held up in the ‘extremely bullish’ zone since the stock 33% slide last Friday.</li></ul>Super Micro Computer’s shares gained 3% in early premarket trading on Wednesday, keeping up their rebound after a smuggling scandal involving the company’s co-founder shaved off a third of the stock’s value.Super Micro has maintained that the company is not named in the indictment by U.S. prosecutors that names Yih-Shyan “Wally” Liaw, sales manager Ruei-Tsan “Steven” Chang, and contractor Ting-Wei “Willy” Sun for illegally diverting billions of dollars of Nvidia components to China in violation of export rules.<h2 class="st-heading-2">SMCI Stock Move</h2>Super Micro shares crashed 33% last Friday, after the indictment was unsealed. They gained 5.1% on Monday and 3% on Tuesday, respectively. Still, a number of analysts have trimmed their price targets on SMCI stock and say the company could face hurdles as it emerges from the controversy.<h2 class="st-heading-2">Analysts React To Smuggling Controversy</h2>Bank of America slashed its target on the shares to $24 from $34 on Tuesday, and kept an ‘Underperform’ rating.&nbsp;The indictment could lead to some suppliers restricting the company's access to components, some customers pausing orders or awarding contracts to competitors, and more regulatory scrutiny, the research firm said in its investor note.Citi lowered the target to $25 from $39 and kept a Neutral rating on the shares, arguing that the shares warrant a lower valuation pending more visibility on the company's path forward.In recent days, Northland cut its rating on SMCI to ‘Market Perform’ from ‘Outperform,’ Argus lowered its rating to ‘Hold’ from ‘Buy,’ and CJS Securities doubled downgraded the stock to ‘Underperform’ from ‘Outperform.’ Meanwhile, Loop Capital and Raymond James maintained their ‘Buy’ or equivalent ratings.Currently, five out of 18 analysts recommend ‘Buy’ or higher, nine recommend ‘Hold,’ and four recommend ‘Sell’ or lower, per Koyfin, signaling a divided view on Wall Street.&nbsp;&nbsp;<h2 class="st-heading-2">Retail Upbeat SMCI View Holds Firm</h2>To be sure, Retail sentiment for SMCI has held up in the ‘extremely bullish’ zone since Friday’s selloff, and many traders argued the potential of a significant rebound.<figure class="image"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_03_25_at_2_43_27_PM_png_261932e793.webp" alt="Screenshot 2026-03-25 at 2.43.27 PM.png" width="707" height="86"><figcaption>SMCI sentiment and message volume as of March 25 | Source: Stocktwits</figcaption></figure>“$SMCI this could be the beginning of a real melt up.. earnings around the corner cease fire deal in play, momentum builds this could blast past $30,”&nbsp;<a href="https://stocktwits.com/funkymonkey_/message/648457250">said</a> a user.&nbsp;Another&nbsp;<a href="https://stocktwits.com/rogersmyth/message/648451899">wrote</a>: “AI data center and infrastructure spending this year is north of 700B, and next year over $1T. $SMCI will skyrocket to $35 in days $65+ by Dec.”As of the last close,&nbsp;<a href="https://stocktwits.com/symbol/SMCI">SMCI stock</a> has shed 24% year to date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/gamestop-skips-big-acquisition-for-now-but-2-7-b-in-mystery-securities-gets-retail-traders-buzzing/cZ3YjItRISc">GameStop Skips ‘Big’ Acquisition For Now, But $2.7B In Mystery Securities Gets Retail Traders Buzzing</a>

In this photo illustration, the Supermicro (Super Micro Computer) logo is seen displayed on a smartphone screen.

SMCI Stock Gains Premarket: Retail Stays Upbeat After Smuggling Scandal Wiped Off One-Third Of Value

SMCI shares have ended in the green over the past two days.

<ul class="summary-bullets"><li>Optimism prevails on hopes of a diplomatic breakthrough between Washington and Tehran.</li><li>However, conflicting signals from Iran and deeply bearish retail sentiment suggest the rally may be fragile.</li><li>Reports suggest that a SpaceX IPO prospectus could be filed as soon as this week, potentially valuing the company at $1.25 trillion.</li></ul>U.S. stock futures rose early Wednesday on optimism around a potential diplomatic breakthrough in the Middle East. This came after President Donald Trump said that Tehran is “talking sense” and may be eager to broker a deal. Reports suggest that the U.S. has sent a 15-point peace plan to Iran via Pakistan. Meanwhile, the Iranian Armed Forces’ unified command has reportedly rejected talk of negotiations amidst ongoing airstrikes.As of 4:30 a.m. ET on Wednesday, Dow, S&amp;P 500, and Nasdaq futures rose over 1%, and Russell 2000 futures were up 1.5%.Retail sentiment toward the&nbsp;<a href="https://stocktwits.com/symbol/SPY">SPDR S&amp;P 500 ETF (SPY)</a>, an exchange-traded fund that tracks the S&amp;P 500 Index, and the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> ETF, which tracks the Nasdaq-100 Index, has remained ‘extremely bearish’ amid high trading volume.&nbsp;Trending Stocks To Watch Tesla (TSLA): Reports suggest that a SpaceX IPO prospectus could be filed as soon as this week, potentially valuing the company at $1.25 trillion. Some analysts warn that Tesla shareholders may rotate capital into the listing.Nvidia (NVDA):&nbsp;The chipmaker saw significant insider buying. Filings show that Director Mark Stevens purchased 221,682 shares (valued at approximately $38 million) between March 20 and March 24.Meta Inc (META):&nbsp;A New Mexico jury ordered Meta to pay $375 million for violating children's safety laws. Meta and YouTube also face a separate lawsuit alleging they made misleading claims about platform safety. In other news, Meta Platforms is boosting top executive pay and offering first-ever stock options to retain leaders and compete in the AI race.Microsoft (MSFT) remains in focus as scrutiny of AI spending builds across Big Tech. The stock has slid sharply over the last two weeks, widening the gap between the current price and its 200-day moving average.Walt Disney Co (DIS):&nbsp;The company announced it will wind down its partnership with OpenAI just three months after its launch to prioritize IP protection.Arm Holdings (ARM):&nbsp;The stock surged nearly 10% in early pre-market trading after its CEO shared an ambitious 2031 revenue projection. The company also unveiled its first in-house chip.&nbsp;Palantir (PLTR): Reports suggest that, as a part of a consortium (including Lockheed Martin and RTX), the company is developing software for the "Golden Dome" antimissile shield.Chevron (CVX): It has reportedly warned that California faces a looming energy crisis due to disruptions from the war in Iran and may exit refining operations in the state unless tax and regulatory burdens are eased.Circle Internet (CRCL): It has seen heavy retail attention following the&nbsp;review of a draft U.S stablecoin bill that proposed banning yield on stablecoins across exchanges. Meanwhile,&nbsp;Cathie Wood's ARK Investment bought 161.5K shares of Circle Internet on Tuesday.&nbsp;ImmunityBio (IBRX) and&nbsp;Fundrise Innovation Fund (VCX) are seeing elevated retail chatter.Other tickers trending on&nbsp;Stocktwits&nbsp;at the time of writing included Opendoor Technologies (OPEN), Alphabet Inc (GOOGL), Terns Pharmaceuticals (TERN), and Ondas Inc (ONDS).&nbsp;Other Catalysts To WatchOn earnings radar, watch out for quarterly reports from Chewy Inc&nbsp;(CHWY), PDD Holdings (PDD), Ondas Inc (ONDS), Beyond Meat Inc (BYND), Plus Therapeutics Inc (PSTV), among others, today.&nbsp; For updates and corrections, email newsroom[at]stocktwits[dot]com

Nasdaq, S&P 500 Futures Jump On Middle East Deal Hopes: Why TSLA, NVDA, MSFT, ARM, CRCL Are Keeping Traders Engaged Today

Despite the bounce, data from Stocktwits shows that traders remain ‘extremely bearish’ on SPY and QQQ. 

First Heartland Consultants Inc. Has $45.41 Million Holdings in Invesco QQQ $QQQ

First Heartland Consultants Inc. increased its stake in Invesco QQQ (NASDAQ:QQQ - Free Report) by 4.8% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 73,919 shares of the exchange traded fund's stoc...

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Traders are intensely monitoring potential Middle East ground troop deployment and its impact on oil stability.

Market volatility is peaking as investors debate the credibility of reported ceasefire negotiations between U.S. and Iran.

Concerns over inflation, record interest debt rollover, and oil price pressures are shaping interest rate cut expectations.

Market participants are rotating capital into mega-cap leaders while carefully navigating persistent sell-side liquidity gaps.

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