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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 strong quarterly earnings, its first profit since listing, and rapid growth in AI-compute revenue are driving attention, with traders also reacting to ambitious growth projections and heavy infrastructure spending. Many celebrate the results as a boost for the broader AI trade, while skeptics question the valuation, capital intensity, and limited share-price response.

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 sharply raised its revenue outlook and indicated improved gross margins, citing stronger AI-platform demand. Traders reacted with bullish and short-squeeze speculation, while skeptics questioned whether the growth and margin gains are sustainable and pointed to the stocks volatile price action.

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 beat earnings expectations, but softer fourth-quarter guidance and a reduced advertising revenue outlook intensified concerns about slowing growth, prompting a selloff. Traders largely focused on the weak outlook and competition, while some dip buyers argued the reaction was overdone given the companys profitability and earnings beat.

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 quarterly report is drawing heavy positioning, while Musks confirmation that Tesla and SpaceX formed committees to explore a possible merger has added a speculative catalyst. Traders are split between hopes for a deal and growth from AI and autonomy, and concerns about Teslas valuation and earnings risks; no merger agreement is settled.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

Nebius is caught in a volatile AI-neocloud selloff, with traders linking weakness to financing and heavy data-center spending concernsespecially CoreWeaves debt risksand noting NBIS often moves with the sector. Bulls argue AI-compute demand remains strong and view the pullback as an opportunity, while others are cautious ahead of Nebius earnings and signals on hyperscaler spending.

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

Intel is drawing attention after a sharp semiconductor selloff and a volatile rebound, with traders citing JPMorgans upgrade to Neutral and debating whether the recovery can hold ahead of earnings. Bullish speculation about new foundry customers and a possible Musk/Terafab connection contrasts with skepticism about unconfirmed deals, valuation, and Intels execution.

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 sharp selloff amid broader neocloud and AI-infrastructure weakness is fueling concerns about financing, execution and the companys lagging performance versus peers. Traders are split between expecting further downside and seeing an oversold rebound, with some citing co-CEO Daniel Roberts assurances that data-center construction has been cash-funded and customer prepayments help cover GPU costs.

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

Reported orders from ByteDance, Alibaba and Tencent for export-compliant Nvidia GPUs drew attention, though traders noted that supply may limit deliveries and the shares showed little response. The community remains divided, weighing evidence of strong AI-chip demand against concerns about AI spending, financing risks and recent weakness across semiconductor 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

Anticipation of the 80th death event that triggers final analysis of SELLASs Phase 3 REGAL trial is driving discussion, with traders treating the milestone and eventual results as potential catalysts. A recent rally has also fueled buyout speculation around the CEOs next chapter remarks, while others caution that no event update or deal has been confirmed and the stock has moved sharply without new company news.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves steep selloff has focused attention on debt and financing risks, amplified by HSBCs bearish assessment; traders are divided between fears of expensive borrowing and a possible rebound. The sharp bounce from the lows has fueled short-squeeze speculation, while others see the recovery as temporary.

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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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Bitwise 10 Crypto Index ETF - Common Shares Of Beneficial Interest

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

Bitwise 10 Crypto Index Fund

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OpenAI

Hold rates steady

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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

Current Price	$53.13
Prev Close	$52.47
Open	$52.21
Dividend Yield	N/A
50-Day Moving Average	$50.97
Beta	1.41
Avg. Volume	31,385.27
PE Ratio	N/A

52-Week High	$79.49
52-Week Low	$37.20
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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