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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

A strong quarterly earnings beat and first reported profit, driven by rapid growth in AI compute and Starlink, are driving attention; traders are also reacting to Musks ambitious revenue outlook. Bulls welcome the results, while skeptics argue that heavy AI infrastructure spending, a lofty valuation, and upcoming share unlocks may limit the stocks 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, which sharply raised its revenue outlook and projected higher gross margins on AI-platform demand, is the dominant catalyst. Traders welcomed the stronger outlook but debate whether it can sustain a rebound, citing the stocks volatile pullback and lingering concerns about execution, governance, and the broader AI trade.

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 report beat earnings expectations, but softer fourth-quarter guidance and a reduced advertising outlook heightened concerns about slowing growth and pressured the stock. Traders are divided between bearish views on the outlook, engagement and competition, and dip-buying based on the companys profitability and quarterly performance.

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 Chinese orders for Nvidias export-compliant RTX PRO 5500 chips have traders weighing strong demand against U.S. export limits and Nvidias ability to supply the cards. The muted share-price response is fueling debate over whether AI demand can offset broader concerns about spending, financing risks, and weakness across chip stocks.

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

Anticipation of Teslas quarterly results dominates, with traders debating pressure on margins and valuation versus possible updates on robotaxis, Optimus and AI. SpaceX merger speculation adds to the bullish chatter, though some traders say no deal is confirmed and expect a possible sell-the-news reaction.

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-sector selloff and a volatile rebound, with traders citing JPMorgans upgrade to Neutral and improved execution while watching for earnings. Bulls also point to reported foundry customer prospects and Intels AMD AI-software collaboration, while skeptics question whether the turnaround can sustain the recovery.

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. 

Traders attributed NBISs rebound to strong SpaceX results and commentary they saw as evidence of continued demand for AI compute, lifting the broader neocloud group. The optimism is tempered by concerns over debt, funding needs and AI infrastructure spending, with traders divided on whether the bounce can hold.

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

IREN is caught in a sharp selloff across AI neocloud and data-center stocks amid concerns about financing, AI infrastructure returns, and possible industry consolidation. Traders are divided: some point to co-CEO Daniel Roberts comments that IRENs data centers were built with cash and to its customer contracts as reassurance, while others remain concerned about execution, delays, dilution, and the stocks weakness versus peers.

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 trigger for final analysis of its Phase 3 REGAL AML trial; the last disclosed count was 78, and no results announcement is confirmed. A sharp share-price rebound has fueled speculation about favorable data and a potential buyout, while some traders say the move lacks a confirmed company catalyst and stress that the trial outcome remains uncertain.

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

Debt and refinancing concerns, amplified by HSBCs bearish assessment, are driving debate as traders weigh further downside against a sharp rebound and potential short squeeze. Bulls point to strong AI-compute demand and reported GPU price increases, while skeptics question whether CoreWeaves backlog can offset its financing needs.

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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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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.

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