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

Escalating Middle East shipping and energy-infrastructure risks, especially around the Strait of Hormuz and Saudi Arabia, are fueling concern about oil-supply disruptions and drawing attention to USOs crude exposure. Traders are divided between betting that the geopolitical risk premium will sustain oils rise and expecting a sharp pullback if tensions ease or a deal emerges; some also warn the rally is overextended.

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 and refinancing risks are driving the discussion, amplified by HSBCs warning that borrowing costs and slower AI demand could weigh on growth. Traders are divided between fears that financing needs threaten the business and the view that strong AI demand and its contracted backlog can support it, with Goldmans more bullish stance adding to the debate.

Trump Media & Technology Group Corp. engages in operating social media and in the technology business. Its brands include TRUTH Social, TMTG+, and TMTG News. It operates through the Media and Truth.Fi segments. The Media segment includes products and services such as advertisement through the Truth Social platform. The Truth.Fi segment relates to customized exchange-traded funds or exchange-traded products invested in America First principles, and bitcoin and similar cryptocurrencies or crypto-related securities. The company was founded on March 28, 2024 and is headquartered in Sarasota, FL.

Trump Media & Technology Group Corp.

DJT is under pressure as traders connect the stocks slide to weakening confidence in Trump ahead of the midterms, alongside concerns about Truth Socials limited business scale, losses, and crypto exposure. Discussion is overwhelmingly bearish, though some traders see a possible short-term bounce and point to the pending TAE fusion deal as a potential diversification opportunity.

USA Rare Earth, Inc. is a domestic supplier of rare earth magnets and heavy rare earth elements. It develops a vertically integrated domestic supply chain for rare earth element magnet production, with a facility in Stillwater and mining rights to the Round Top heavy rare earth and critical minerals deposit in West Texas. The company was founded in May 2019 and is headquartered in Stillwater, OK.

USA Rare Earth Inc. - Ordinary Shares - Class A

USA Rare Earth Inc

A prolonged selloff has focused attention on USAR, with traders pointing to dilution concerns, heavy spending before production scales, and frustration with managements limited communication after the CEO transition. Bulls cite the companys strategic role in a U.S. rare-earth supply chain and government backing, while bears question execution and near-term economics.

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 selloff is drawing attention, with traders focused on recurring lockup expirations and insider share sales as potential sources of continued supply; a TD Cowen price-target cut and concerns about OpenAI dependence and competition from Nvidia add to the bearish debate. Some traders see the decline as an oversold buying opportunity, citing the companys AI-chip technology and demand prospects, while others expect more downside until selling pressure eases.

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

Barclays downgrade of NuScale to Underweight, citing commercial execution risks and delays in firm customer commitmentsparticularly around the proposed TVA projecthas fueled the selloff. Traders are split between concerns that NuScale may struggle to convert its reactor technology into binding projects and bulls who see the decline as overdone given the long-term nuclear-power opportunity.

Salesforce, Inc. engages in the design and development of cloud-based enterprise software for customer relationship management. Its solutions include sales force automation, customer service and support, marketing automation, digital commerce, community management, collaboration, industry-specific solutions, and salesforce platform. The firm also provides guidance, support, training, and advisory services. The company was founded by Marc Russell Benioff and Parker Harris in 1999 and is headquartered in San Francisco, CA.

Salesforce Inc

Salesforces agreement to acquire customer-engagement platform Braze is drawing attention, with traders weighing the deals potential to strengthen Marketing Cloud and its AI strategy against concerns about the cost and pressure on CRM shares. Some also frame the deal as part of Salesforces broader push to expand its enterprise software offerings.

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 quarterly earnings and revenue beat expectations, and the company authorized a large share buyback, but shares fell as traders focused on a narrowed full-year profit outlook that offered no improvement at its midpoint and weaker U.S. sales. Some see the buyback and cash flow as supportive, while others argue the cautious outlook outweighed the strong quarter.

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 a broad quarterly earnings beat and a higher full-year outlook, backed by record backlog and demand across defense and aerospace. Traders are bullish on the results but debate why the share-price reaction has been muted.

GE Aerospace is an American aircraft company, which engages in the provision of jet and turboprop engines, as well as integrated systems for commercial, military, business, and general aviation aircraft. The firm's portfolio of brands includes Avio Aero, Unison, GE Additive, and Dowty Propellers. It operates through the following segments: Commercial Engines and Services, Defense and Propulsion Technologies, and Corporate and Other. The Commercial Engines and Services segment is involved in the design, development, manufacturing, and servicing of jet engines for commercial airframes, as well as business aviation and aeroderivative applications. The Defense and Propulsion Technologies segment offers defense engines and critical aircraft systems. The Corporate and Other segment relates to corporate functions and operations costs. The company was founded by Thomas Alva Edison in 1878 and is headquartered in Evendale, OH.

GE Aerospace

GEs quarterly results beat expectations and management raised its outlook, but shares fell as traders focused on rising costs, weaker free cash flow, and a loss in its insurance business. The reaction reflects a debate between strong aerospace demand and order growth versus pressure on margins and cash generation.

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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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