SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under pressure amid a tech selloff, as concerns about Amazons heavy AI infrastructure spending and Intels weak outlook weigh on sentiment. Traders are debating whether the drop signals a broader unwind in AI-linked stocks or a buying opportunity.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels earnings-driven selloff is centered on weaker-than-expected fourth-quarter guidance, with traders citing soft PC demand, memory constraints, and manufacturing disruptions despite stronger data-center results. The community is split between calling the drop an overreaction and seeing it as evidence of deeper execution and demand problems.

Amazon.com, Inc. is a multinational technology company, which engages in the provision of online retail shopping services. It operates through the following segments: North America, International, and Amazon Web Services (AWS). The North America segment offers retail sale of consumer products, including from sellers, advertising, and subscriptions services through North America-focused online and physical stores. The International segment focuses on retail sale of consumer products, including sellers, advertising, and subscription services through internationally focused online stores. The AWS segment is composed of global sales of computers, storage, databases, and other services for start-ups, enterprises, government agencies, and academic institutions. The company was founded by Jeffrey P. Bezos in July 1994 and is headquartered in Seattle, WA.

Amazon.com Inc.

Amazon.com Inc

Amazons earnings miss and cautious holiday outlook have fueled a sharp selloff, with traders focused on heavy AI infrastructure spending and negative free cash flow despite strong AWS growth. The community is divided between concerns that spending may not earn adequate returns and views that the reaction is overdone given cloud demand.

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

SanDisks strong quarterly results, raised outlook and announced 8-for-1 stock split are drawing attention, but shares fell despite the positive news. Traders are debating whether the reaction reflects profit-taking and lofty expectations or a broader tech-sector selloff tied to weakness in other large companies and concerns about AI spending.

Strategy, Inc. engages in the development of fixed-income instruments that provide investors varying degrees of economic exposure to bitcoin. It executes bitcoin acquisition, capital management, and capital markets strategies. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

A suspected Binance security breach and ensuing Bitcoin selloff dominate discussion, weighing on MSTR as a Bitcoin proxy; traders are split between viewing the crypto shock as a serious risk and treating the pullback as a buying opportunity. Strategys mixed Q3 reportrevenue below expectations despite Bitcoin-driven accounting gainsand its CFO transition add to the debate, with bears emphasizing dilution and debt while bulls defend the results.

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 is under pressure amid a broader tech and semiconductor selloff, as Amazons heavy data-center spending and Intels weak outlook fuel debate over whether AI infrastructure costs will generate adequate returns. Traders are split between viewing the pullback as evidence the AI trade is weakening and seeing continued hyperscaler spending as support for Nvidias demand.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples relative resilience amid weakness in AI-heavy tech is driving discussion, with traders describing it as a safe-haven or anti-AI rotation and a support for the broader indexes. Bulls point to its cash generation and restrained AI spending, while bears argue the valuation is stretched and question whether earnings and reported foldable-phone screen problems can justify the strength.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMDs expanded AI partnership with Metacovering Helios systems, EPYC processors and Instinct GPUsis the main focus, with traders viewing the deployments as validation of demand while debating whether AMDs investment in Meta adds circular-financing risk. Attention is also building around AMDs upcoming earnings, alongside concerns about valuation and volatile reactions across tech stocks.

XRP is a decentralized digital asset and the native token of the XRP Ledger, a Layer 1 blockchain designed for high-performance global payments. Its primary value proposition is offering a fast, cost-effective alternative to traditional banking systems by enabling near-instant cross-border settlements that finalize in three to five seconds. By serving as a neutral bridge asset between different fiat currencies, it helps financial institutions lower liquidity costs and eliminates the need for pre-funded accounts.  The network is unique because it utilizes a federated consensus protocol instead of energy-intensive mining or staking. This system achieves deterministic finality through a Unique Node List of trusted validators who must reach an eighty percent agreement threshold to permanently record transactions. This infrastructure supports a sustained throughput of 1,500 transactions per second and includes a built-in decentralized exchange that allows for the automated trading of any tokenized asset without intermediaries.  The project traces its origins back to 2004 with Ryan Fugger before being co-founded in its modern form by Jed McCaleb and Chris Larsen. The company, now known as Ripple, works with major financial institutions as partners and investors to build global payment solutions. To protect the network from spam, a small amount of XRP is burned during every transaction, and the token is further utilized by institutions as collateral to access traditional markets and manage digital asset infrastructure.  Institutional adoption of the asset reached a major milestone in November 2025 when the SEC approved the first wave of spot XRP ETFs. These products, offered by major issuers including Bitwise, Grayscale, 21Shares, Canary Capital, and Franklin Templeton, are now listed on prominent exchanges like the NYSE Arca, Nasdaq, and Cboe BZX. While Ripple remains a key contributor to the ecosystem, the underlying XRP Ledger continues to operate as an open-source and decentralized network.

Ripple

XRP is under pressure amid broader crypto risk-off trading and community concern over reports of a possible Binance security breach. Traders are also debating Ripples Swell announcements and bank charter: while some see institutional progress as positive, many question whether developments centered on Ripple and RLUSD will create meaningful demand for XRP, noting the tokens muted response.

Ethereum is a global, open-source platform for decentralized applications. In other words, it is a decentralized blockchain platform that enables developers to build and deploy smart contracts and applications without central authority control. Unlike Bitcoin, which primarily functions as digital currency, Ethereum operates as a programmable global computer where developers can create any type of decentralized service.   The platform hosts over $14 billion in DeFi applications with hundreds of thousands of active users across financial protocols, NFT marketplaces, and gaming platforms. Its transition to Proof of Stake in September 2022 reduced energy consumption by over 99%, addressing environmental concerns while strengthening network security.  The network operates through thousands of independent validator nodes that process transactions and execute smart contracts on the Ethereum Virtual Machine. Smart contracts are self-executing programs written in Solidity that automatically carry out agreements when conditions are met, eliminating intermediaries like banks or brokers.   Validators stake ETH as collateral to propose and validate blocks, earning rewards for honest participation while facing penalties for malicious behavior. The EIP-1559 upgrade introduced a dynamic base fee mechanism that burns ETH with each transaction, creating deflationary pressure during high network activity when more ETH is burned than issued to validators.  Vitalik Buterin proposed Ethereum in 2013, but seven co-founders helped build it, including Gavin Wood who created Solidity and the EVM technical specification, and Joseph Lubin who founded ConsenSys. The project launched in July 2015 after raising over $18 million through crowdfunding, quickly becoming the largest blockchain developer community. Major milestones include the 2020 Beacon Chain launch, the 2021 London hard fork implementing fee burning, and the 2022 Merge to Proof of Stake.   Ether (ETH) serves multiple functions: paying transaction fees (gas), staking to secure the network and earn 3-5% annual yields, serving as collateral in DeFi protocols, and purchasing NFTs and digital assets. The asset is increasingly adopted by traditional institutions, with publicly traded companies adding ETH to corporate treasuries to generate staking yields while maintaining blockchain exposure, and in 2024, the SEC approved spot Ethereum ETFs, allowing traditional investors to gain exposure through conventional brokerage accounts.  Ethereum's roadmap focuses on dramatically increasing transaction capacity to over 100,000 per second, reducing confirmation times, and enhancing decentralization while maintaining security against future threats like quantum computing.

Ethereum

Ethereum is drawing attention amid a sharp crypto selloff, with traders linking pressure to reports of a major Binance hack and broader risk-off trading alongside weakness in tech stocks. The community is divided between fears of further declines and views that the hack is being used as a shakeout, with some buying the dip and others pointing to liquidations and continued downside risk.

statis crypto Watchlist

Bitcoin

Solana

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

Microsoft Corporation

 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

$FLNC 
Demand is insane: Backlog just hit a record $6.4 billion and new orders basically tripled this quarter to $1.44B.
AI Catalyst: They’ve already locked in $850M in data center contracts. They are a major player in the AI power boom.
Revenue isn&#39;t gone: That $400M miss is just deferred to FY27, it&#39;s not canceled.
Guidance reset: The margin pressure and cut guidance just mean they are aggressively scaling up to handle this massive hyper-growth. Management de-risked the numbers, setting an easy floor to beat later.

Beano

Imatomic

The Polish Prince

VTSebastian

Beatrijs

Bruce Wayne

Mountainbiker168

Jin Zhou

Harsh Times

Ben Nadrich

Tomolino

Scooter

Canis Lupus

Side Eye

Ben Tittle

Wampa

vash

Pablitosmojito

Kenley Gilbert

littlefishprofits

Patrick Orourke

Sniperboyy

Cory beebe

Charanjit Kahlon

TraderMJ

Nathaniel

Matthew

$FLNC well Oracle’s having the same issues a lot of these data centers might not come to be. I’m expecting cancellation. Orders to hit soon.

StockTwits for iOS

Freddyj

StockTwits For Android 

Chau N.

$FLNC 
Don’t make money and they have a ton of debt

StockTwits Web

Blabla

Fluence Energy Inc - Ordinary Shares - Class A

 
Demand is insane: Backlog just hit a record $6.4 billion and new orders basically tripled this quarter to $1.44B.
AI Catalyst: They’ve already locked in $850M in data center contracts. They are a major player in the AI power boom.
Revenue isn't gone: That $400M miss is just deferred to FY27, it's not canceled.
Guidance reset: The margin pressure and cut guidance just mean they are aggressively scaling up to handle this massive hyper-growth. Management de-risked the numbers, setting an easy floor to beat later.

Venkat Nimmagadda

@vnimma86 this market only focuses on the negatives dont forget

 this market only focuses on the negatives dont forget

Indpndtqst

@vnimma86 Exactly. Just loaded the boat. Been waiting for this opportunity lol

 Exactly. Just loaded the boat. Been waiting for this opportunity lol

@vnimma86 short term pain, long term gain!

@vnimma86 Yes, but you&#39;re missing one crucial thing. Margins collapsed from about 15% down to about 4-5%.

 Yes, but you're missing one crucial thing. Margins collapsed from about 15% down to about 4-5%.

Andyseus

@Andyseus36 $FLNC 
Margins dropped because of an accounting mismatch, not a broken business. They paid all the manufacturing costs this quarter, but can’t log the $400M revenue until final project handovers next year. The costs hit today, but the profits are locked in for 2027. Demand is actually insane—orders tripled to $1.44B this quarter. Temporary bottleneck, long-term buy.

 
Margins dropped because of an accounting mismatch, not a broken business. They paid all the manufacturing costs this quarter, but can’t log the $400M revenue until final project handovers next year. The costs hit today, but the profits are locked in for 2027. Demand is actually insane—orders tripled to $1.44B this quarter. Temporary bottleneck, long-term buy.

@vnimma86 @Andyseus36 This paragraph from PR, right? &quot;Adjusted gross profit margin1 of approximately 5.9%, compared to approximately 15.4% in the same quarter last year, primarily reflecting the impact of delays to revenue, the initial costs of deploying new product platforms, and recognized upfront cost associated with a planned agreement for long-term international battery cell supply.&quot;

 This paragraph from PR, right? "Adjusted gross profit margin1 of approximately 5.9%, compared to approximately 15.4% in the same quarter last year, primarily reflecting the impact of delays to revenue, the initial costs of deploying new product platforms, and recognized upfront cost associated with a planned agreement for long-term international battery cell supply."

peter smith

@petersmith1 @Andyseus36 $FLNC 
Fluence&#39;s margin contraction from 15.4% to 5.9% is an accounting timing issue driven by temporary revenue delays and upfront costs for product launches and supply agreements. This short-term distortion means expenses were recognized this quarter while revenue for completed projects was deferred, suggesting a temporary dip rather than a long-term decline.

 
Fluence's margin contraction from 15.4% to 5.9% is an accounting timing issue driven by temporary revenue delays and upfront costs for product launches and supply agreements. This short-term distortion means expenses were recognized this quarter while revenue for completed projects was deferred, suggesting a temporary dip rather than a long-term decline.

@vnimma86 that’s the problem w the energy storage space. Margin pressure always.

 that’s the problem w the energy storage space. Margin pressure always.

Jeff Huffman

@vnimma86 Record $6.4 billion backlog and expect Q4&#39;26 order intake to exceed record Q3&#39;26 level.  Q3 order intake is $1.44 billion.

 Record $6.4 billion backlog and expect Q4'26 order intake to exceed record Q3'26 level.  Q3 order intake is $1.44 billion.

@vnimma86 any idea how much of current revenue is qualifying for tax credits?

 any idea how much of current revenue is qualifying for tax credits?

@vnimma86 scoreboard is all that matters.  And this one is getting obliterated.

 scoreboard is all that matters.  And this one is getting obliterated.