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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

SpaceXs Q3 earnings beat expectations, with traders highlighting rapid growth in its AI-computing business and Starlink. Bulls celebrated the results and ambitious growth outlook, while skeptics questioned the valuation and heavy infrastructure spending and noted the stocks muted reaction.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs quarterly results were broadly solid, but softer forward guidanceincluding a reduced advertising outlook and lower expected cash flowhas driven a sharp post-earnings selloff amid concerns about slowing growth. Traders are split between expecting further downside and viewing the drop as an overreaction to guidance despite the earnings beat.

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 preliminary Q1 update, with revenue and gross-margin estimates above prior guidance on AI-platform demand, is driving attention. Many traders welcomed the stronger outlook, while others questioned whether the gains would hold and cited lingering concerns about management credibility and the stocks volatility.

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

Reports of large Chinese orders for Nvidias export-compliant RTX PRO 5500 GPUs are fueling discussion, with traders pointing to strong demand but noting supply constraints and uncertainty over how much Nvidia can deliver. The stocks muted response has frustrated bulls, while others remain cautious amid broader concerns about AI spending, financing risks and recent weakness in chip stocks.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS is drawing attention as traders await the 80th death event that triggers final analysis of its Phase 3 REGAL trial of GPS for AML, alongside upcoming SLS009 data. The sharp share-price rebound has fueled buyout and possible-news speculation, but others note there has been no confirmed catalyst and caution that the move may reflect trading volatility.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

Q3 results beat expectations, but traders focused on slowing da Vinci procedure growth, an unchanged full-year outlook, and a one-time antitrust settlement charge. Bulls view the selloff as an overreaction and point to continued adoption, while bears cite decelerating growth and the stocks premium valuation.

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

Teslas upcoming Q3 earnings report is the main focus, with traders watching margins and updates on robotaxis and Optimus alongside the financial results. The recent rebound has drawn bullish calls and short-squeeze talk, while others view the run-up as a possible sell-the-news setup; SpaceX merger speculation is also circulating but remains unconfirmed.

United Airlines Holdings, Inc. is a holding company, which engages in the provision of transportation services. It operates through the following geographical segments: Domestic, Atlantic, Pacific, and Latin America. The company was founded on December 30, 1968 and is headquartered in Chicago, IL.

United Airlines Holdings Inc

Uniteds Q3 results and softer-than-expected Q4 outlook are driving discussion, with traders focused on rising fuel costs and pressure on airline margins. Some see resilient demand and revenue growth as positives, while others view the earnings shortfall and fuel burden as reasons for caution.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IRENs steep selloff and continued underperformance versus other data-center and neocloud stocks are fueling concerns about AI infrastructure funding, returns and sector-wide risk. Traders are split between calling the decline an oversold opportunity and expecting more downside; some point to the CEOs comments on cash-funded data centers and customer prepayments as reassurance, while others remain wary of the broader selloff and execution risks.

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 rebound is drawing attention after JPMorgan upgraded the stock from Underweight to Neutral, citing improved execution and a more balanced risk-reward outlook. Traders see the upgrade as support for the turnaround, while others remain cautious after the sharp selloff and amid uncertainty around semiconductor demand and upcoming earnings.

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Wall Street Veteran Jordi Visser Ties Bitcoin's Next Leg Up To Big Tech Earnings 

Cryptocurrency

Jordi Visser said BTC’s Sharpe ratio over the last four months stood out, while the SPX and NDAQ have been flat.


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Neutral Sentiment

<ul class="summary-bullets"><li>Jordi Visser said <a class="mention" data-mention="$BTC.X" data-symbol-id="BTC.X" href="https://stocktwits.com/symbol/BTC.X" target="_blank">Bitcoin</a>'s next rally will likely come when the AI trade bounces.</li><li>He said investors have already pulled much of their money out of AI bets.</li><li>According to the Wall Street veteran, December would be the second window for a move.</li></ul>Wall Street veteran Jordi Visser said Bitcoin's (BTC) next leg higher would likely come with Big Tech earnings, as he expected the AI trade to bounce "either right during or after the hyperscalers report."On Anthony Pompliano's&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=5nUxci_05jA">podcast</a> on Saturday, Visser said Bitcoin's next rally now depends on a recovery in AI stocks, which he said could come around the end of this month, when the largest tech companies report earnings.&nbsp;Visser said investors have already pulled much of their money out of AI bets, which had set the stage for a rebound. “So the risk has been completely taken off," Visser added.He added that month-ends matter&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-is-jordi-visser-s-most-asymmetric-bet-ever-as-tokenization-threatens-to-upend-hedge-funds/cZxk5YkRBtg">when hedge funds are under strain</a>, because stressed managers tend to hold back on risk until a new month starts.Additionally, the midterm elections are scheduled around Nov. 3, Visser added, saying, “You have the midterms, so right around there also kind of coincide.”&nbsp;<h2 class="st-heading-2">A Second Window For Bitcoin Rally Now Stands In December</h2>Visser, however, added that tech earnings “are not all about OpenAI and Anthropic.” The AI trade might be one of bursts rather than sustained gains, he argued, with December providing another potential window for a rally.&nbsp;He thinks Bitcoin will make another run toward its highs. More capital into the sector could be brought in through increasing adoption of tokenization and increasing attention on crypto, which will benefit Bitcoin as money flows back into the market, he added.Visser saw another chance in December, when many investors closed out their books."That is the time when a lot of people just say, 'I'm done with the year,'" he said. "So go for Bitcoin. I expect it to have its next move up to the highs," he added.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was trading at around $81,916.8, up 0.6% in the last 24 hours. On Stocktwits, retail sentiment around BTC dropped to ‘extremely bearish’ from the bearish zone, with ‘low’ chatter levels over the past day.<h2 class="st-heading-2">Visser Says Bitcoin Outpaces Stocks And Bonds Amid Global Market Turmoil</h2>Visser said Bitcoin has held up while other markets have stalled. “Bitcoin's Sharpe ratio right now over the last four months stands out, and it stands out as the rest of the world is kind of going through this chaos,” he said. The Sharpe ratio compares an asset’s return with its risk.Other measures painted a more mixed picture. Bitcoin’s Sharpe ratio stood at about -0.62 as of October 13, according to Bitbo&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://charts.bitbo.io/sharpe-ratio/">data</a>. That is up from around -1.4 in early August, but still below zero.Visser’s case rested on how Bitcoin compares with other assets. He said the Nasdaq Composite and the S&amp;P 500 (SPX) were flat over that stretch, bonds fell, and Bitcoin was up nearly 30%.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/circle-usdc-finance-higher-bank-rates-pose-threat-bis-report/cZxNh4KRBt8">Circle CEO Seeks ‘The Happy Middle’ For USDC As BIS Finds Deposit Rates Weigh More On USDC Than Tether</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Bitcoin has soared to new record highs nearing 77,000 in the days after Donald Trump's re-election and on his campaign promise to support Bitcoin and the cryptocurrency market. (Photo by Chris McGrath/Getty Images)

Wall Street veteran Jordi Visser said Bitcoin's (BTC) next leg higher would likely come with Big Tech earnings, as he expected the AI trade to bounce "either right during or after the hyperscalers report."

Wall Street Veteran Jordi Visser Ties Bitcoin's Next Leg Up To Big Tech Earnings

Anthropic

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