SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude prices climb amid fears of supply disruptions from Middle East shipping and energy-infrastructure attacks, with traders also watching Ukrainian strikes on Russian oil assets. Bulls cite the supply risks, while bears argue the rally is stretched and could reverse if diplomacy or eased Russian sanctions restores supply; higher oil is also fueling inflation concerns and pressure on broader markets.

Cerebras Systems, Inc. engages in the designing and provision of processors for artificial intelligence (AI) training and inference. Its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, and processors. The company was founded by Sean Lie, Andrew D. Feldman, Gary Lauterbach, Michael James, and Jean Philippe Fricker in 2015 and is headquartered in Sunnyvale, CA.

Cerebras Systems Inc - Ordinary Shares - Class A

Cerebras Systems Inc

Cerebras steep post-IPO slide to fresh lows is drawing attention, with traders citing share-unlock overhang and insider selling, alongside a TD Cowen price-target cut and concerns about OpenAI customer concentration and competition from Nvidia. The community is split between buyers calling the stock oversold and bears expecting further pressure until lockup expirations pass and the company demonstrates growth and scaling.

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 debt-heavy expansion and rising financing costs are driving concern, amplified by HSBCs warning that slower AI demand could pressure growth. Traders are sharply divided: bears focus on refinancing risk, insider selling and the weak share price, while bulls point to contracted demand and recent analyst support.

NuScale Power Corp. provides proprietary and innovative advanced small modular reactor (SMR) nuclear technology, with a mission to help power the global energy transition by delivering safe, scalable, and reliable carbon-free energy. Its products include VOYGR SMR Plants and Energy Exploration (E2) Centers. The company was founded by José N. Reyes in 2007 and is headquartered in Corvallis, OR.

NuScale Power Corporation - Ordinary Shares - Class A

NuScale Power Corp

NuScale shares are under pressure after UBS downgraded the stock to Sell, citing long commercialization timelines and a lack of firm customer commitments, amid questions about delays to the proposed TVA deployment. Traders are split between viewing the selloff as an overreaction to the rating and seeing it as a warning about execution risk and the companys ability to turn its reactor technology into binding projects.

Vicor Corp. engages in the design, development, manufacture, and marketing of modular power components. The firm provides complete power systems based upon a portfolio of patented technologies. Its products include AC-DC converters, power systems, and accessories. The company was founded by Patrizio Vinciarelli in 1981 and is headquartered in Andover, MA.

Vicor Corp.

Vicors Q3 results are driving attention: traders cite strong revenue growth and margins but debate the GAAP EPS miss and the absence of forward guidance, with many waiting for the earnings-call outlook to assess the report and valuation.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

A tech-led rebound after the AI-linked selloff has QQQ traders debating whether the move is a lasting recovery or a brief relief rally, with upcoming megacap earnings seen as a test. Concerns about AI infrastructure spending and credit risks, alongside surging oil and inflation worries, are keeping sentiment volatile.

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

GameStop Corp

GameStops reminder that its warrants will expire unexercised if holders miss the deadline has become the main focus, with the share price below the exercise threshold. Traders disagree over whether the warrants will lapse and remove a potential dilution overhang or whether Ryan Cohen will take action to make them valuable; some warrant holders express frustration while bulls point to his recent share purchases.

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 broad neocloud selloff as traders question whether AI infrastructure spending will earn adequate returns and how providers will finance expansion, with CoreWeaves debt concerns adding to fears of sector contagion. The community is split between viewing the recent rebound as an oversold buying opportunityciting Nebiuss comparatively stronger balance sheetand expecting further declines amid funding and cash-flow concerns.

General Motors Co. engages in the designing, manufacturing, and selling of trucks, crossovers, cars, and automobile parts, and in providing software-enabled services and subscriptions. It operates through the following segments: GMNA, GMI, Cruise, and GM Financial. The company was founded by William C. Durant on September 16, 1908 and is headquartered in Detroit, MI.

General Motors Company

GMs Q3 earnings beat and stronger cash-flow outlook, alongside a new share-repurchase authorization, are driving discussion. Traders are weighing those positives against the stocks decline, pointing to a narrowed but unchanged-midpoint profit outlook and softer U.S. sales as reasons the beat did not spark a stronger reaction.

RTX Corp. is an aerospace and defense company, which engages in the provision of aerospace and defense systems and services for commercial, military, and government customers. It operates through the following segments: Collins Aerospace Systems (Collins), Pratt and Whitney, Raytheon Intelligence and Space (RIS), and Raytheon Missiles and Defense (RMD). The Collins segment manufactures and sells aero structures, avionics, interiors, mechanical systems, mission systems, and power controls. The Pratt and Whitney segment includes the design and manufacture of aircraft engines and auxiliary power systems for commercial, military, and business aircraft. The RIS segment is involved in the development of sensors, training, and cyber and software solutions. The RMD segment offers end-to-end solutions to detect, track, and engage threats. The company was founded in 1922 and is headquartered in Arlington, VA.

RTX Corp

Raytheon Technologies Corporation

RTX is drawing attention after reporting a strong third-quarter earnings beat and raising its full-year sales, earnings, and cash-flow outlook, with strength across its aerospace and defense businesses. Traders are broadly positive, though some question how much of the guidance increase reflects IEEPA cost recovery versus underlying growth.

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Cameron Winklevoss Says AI Trade Gave Bitcoin Investors A 'Time Machine' With BTC At $65K

Cryptocurrency

Cameron Winklevoss sees Bitcoin’s current price point as a buying opportunity, despite mixed market sentiments and AI pulling capital away.


Teucrium Commodity Trust - 7RCC Spot Bitcoin and Carbon Credit Futures ETF

Neutral Sentiment

<ul class="summary-bullets"><li>Cameron Winklevoss, co-founder of Gemini, views Bitcoin at $65,000 as a prime buying opportunity for investors, comparing it to a "time machine."</li><li>Anthony Scaramucci maintains a $100,000 long-term target for Bitcoin despite its bear market status.</li><li>Jordi Visser argued that Bitcoin's fixed supply makes it resilient against AI's market pressures.</li></ul>Gemini (GEMI) co-founder Cameron Winklevoss has called the artificial intelligence (AI) trade a special opportunity for investors to buy Bitcoin (BTC) at a discount, saying Bitcoin’s fall to $65,000 is a “time machine” to buy the asset, not a warning."The AI trade has given the world a time machine to go back in time and invest in Bitcoin at $65k," Winklevoss wrote in a post&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/cameron/status/2089755506529243456?s=20%5C">on X</a> on Tuesday. He said that the current setup was “an unprecedented time to buy the dip — hiding in plain sight.” He added that “The only question now is when will Bitcoin go back to the future.”<figure class="image"><a class="st-link-external" href="https://x.com/cameron/status/2089755506529243456?s=20%5C" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_08_18_at_1_01_15_PM_71bcfe12b5.png" alt="Screenshot 2026-08-18 at 1.01.15 PM.png" width="1060" height="518"></a><figcaption>Source: @cameron/x</figcaption></figure>His comments landed as&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> crossed $65,000 in intraday trading for the first time in over a week, rising 1.7% in 24 hours before easing to around $64,700. The apex cryptocurrency outperformed U.S. equities during the session, with the<a href="https://stocktwits.com/symbol/SPY">&nbsp;SPDR S&amp;P 500 ETF</a> (SPY),<a href="https://stocktwits.com/symbol/DIA">&nbsp;SPDR Dow Jones Industrial Average ETF</a> (DIA) and<a href="https://stocktwits.com/symbol/QQQ">&nbsp;Invesco QQQ Trust</a> (QQQ) all trading lower.On Stocktwits, Bitcoin was the top trending ticker. Retail sentiment around BTC moved to ‘neutral’ from the ‘bearish’ zone, accompanied by ‘normal’ chatter levels over the past day.&nbsp;<h2 class="st-heading-2">Not Everyone Shares Optimism</h2>Winklevoss’ comment follows contradictory views from other market watchers tracking the same price level. Anthony Scaramucci, founder of SkyBridge Capital,&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/bitcoin-price-65k-anthony-scaramucci-says-100k-catalyst-20-months-away/cZYcWmDRJjK">stuck to a $100,000</a> long-term target even as Bitcoin remains “in a clear bear market,” on Tuesday, saying that the next major catalyst would be the 2028 halving, which is still about 20 months away.Bitcoin has its tightest volatility band in five years, and part of that is capital moving out of crypto and into AI, and miners redirecting compute power to AI infrastructure, said Scaramucci.<h2 class="st-heading-2">AI's Pull On Capital</h2>Moreover, Jordi Visser, Chief Investment Officer at 22V Research, has stated that Bitcoin is the "only AI trade" that will not be devoured by artificial intelligence, and has credited Strategy (MSTR) Executive Chairman Michael Saylor as being the first to see the thesis. Visser said in late July that Bitcoin’s fixed supply protects it from the competitive pressure that AI is putting on chipmakers and Big Tech.But&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/jordi-visser-michael-saylor-bitcoin-only-ai-trade-ai-cant-destroy/cZNRy6pRJTE">Visser’s own thesis acknowledges</a> a near-term headwind that Winklevoss’s comment glosses over. Scaramucci cited one reason why the cryptocurrency has stalled, saying that in his view capital has been flowing into AI infrastructure rather than into Bitcoin.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/wall-street-bitcoin-custody-war-citigroup-enters/cZYcigvRJjZ">Wall Street’s Bitcoin Custody War Heats Up As Citigroup Enters The Arena</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Cameron Winklevoss attends Consensus 2019 at the Hilton Midtown on May 13, 2019 in New York City. (Photo by Steven Ferdman/Getty Images)

Cameron Winklevoss sees Bitcoin’s current price point as a buying opportunity, despite mixed market sentiments and AI pulling capital away.

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