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 climbs amid reported tanker and energy-infrastructure attacks and fears of supply disruption around the Strait of Hormuz, with Ukraines strikes on Russian oil facilities adding to supply concerns. Traders are divided between those betting on further gains from persistent risks and those expecting a pullback if tensions ease, while some warn the rally looks crowded or overextended.

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

Discussion centers on GameStops warrants nearing their stated expiration: with shares below the exercise price, traders debate whether they will expire worthless or whether Ryan Cohen will extend or otherwise change the terms. Some view non-exercise as avoiding dilution, while warrant holders and skeptical shareholders worry about losses and criticize the lack of a company catalyst; attention also remains on whether shares can hold technical support.

iShares Trust - iShares Russell 2000 Index Fund

iShares Russell 2000 ETF

Hot inflation readings and rising-yield concerns have pressured rate-sensitive small caps, with traders highlighting IWMs breakdown and heavy demand for puts. The community is split between expecting further downside and looking for an oversold bounce near support.

Broadcom Inc. is a global technology company, which designs, develops, and supplies semiconductors and infrastructure software solutions. It operates through the Semiconductor Solutions and Infrastructure Software segments. The Semiconductor Solutions segment refers to product lines and intellectual property licensing. The Infrastructure Software segment relates to mainframe, distributed and cyber security solutions, and fibre channel storage area networking business. The company was founded in 1961 and is headquartered in Palo Alto, CA.

Broadcom Inc

Broadcom is drawing attention amid a semiconductor and AI-stock selloff, with traders citing concerns about AI infrastructure financing and Hock Tans warnings about capital constraints, as well as backlash to his casino remarks. The 10-year NTT DOCOMO VMware agreement is seen as positive by some, but debate remains split between bearish concerns about AVGOs weak performance and dip-buying optimism.

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Lam Research Corp.

Lam Research is drawing attention ahead of its earnings report, with traders focused on whether AI- and memory-driven equipment demand will support strong results and guidance. The discussion also centers on a rebound after a steep semiconductor-sector pullback, with dip buyers watching support while others remain cautious about volatility and the earnings reaction.

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 drawing attention amid a sharp AI-neocloud selloff tied to concerns about financing the data-center buildout and whether future returns will justify the spending; traders are debating whether its rebound is a durable recovery or a short-lived bounce. Some argue Nebius is better positioned than more debt-heavy peers, while others remain cautious about funding, cash flow and continued selling pressure.

Chevron Corp. engages in the provision of oil and gas energy solutions. It provides crude oil and natural gas, manufactures transportation fuels, lubricants, petrochemicals, and additives, and develops technologies that enhance business and the industry. It operates through the Upstream and Downstream segments. The Upstream segment consists of the exploration, development, and production of crude oil and natural gas, the liquefaction, transportation, and regasification associated with liquefied natural gas, the transporting of crude oil by major international oil export pipelines, the processing, transporting, storage, and marketing of natural gas, and a gas-to-liquids plant. The Downstream segment consists of the refining of crude oil into petroleum products, the marketing of crude oil and refined products, the transporting of crude oil and refined products by pipeline, marine vessel, motor equipment, and rail car, and the manufacturing and marketing of commodity petrochemicals and plastics for industrial uses and fuel & lubricant additives. The company was founded on September 10, 1879 and is headquartered in Houston, TX.

Chevron Corp.

Rising crude prices amid Middle East supply-disruption concerns are driving attention to Chevron, with traders noting its push to a 52-week high and broader strength in energy stocks. Some remain bullish on the oil-price backdrop, while others question why CVX has not tracked crude more closely or warn that the rally may fade.

Vertiv Holdings Co. engages in the design, manufacture, and service of critical digital infrastructure technology for data centers, communication networks, and commercial and industrial environments. The firm also offers power management products, switchgear and busbar products, thermal management products, integrated rack systems, modular solutions, and management systems for monitoring and controlling digital infrastructure. It operates through the following geographical segments: Americas, Asia Pacific, and Europe, Middle East, and Africa (EMEA). The Americas segment includes products and services sold for applications within the data center, communication networks and commercial and industrial markets in North America and Latin America. The Asia Pacific segment consists of products and services sold for applications within the data center, communication networks and commercial and industrial markets throughout Greater China, Asia, and India. The EMEA segment focuses on products and services sold for applications within the data center, communication networks, and commercial and industrial markets in Europe, Middle East, and Africa. The company was founded in 1946 and is headquartered in Westerville, OH.

Vertiv Holdings Co - Ordinary Shares - Class A

Vertiv Holdings Co

Vertiv is drawing attention amid a prolonged selloff, with traders watching whether shares can hold or reclaim key technical support ahead of earnings. Bulls see an oversold buying opportunity backed by long-term AI data-center power and cooling demand, while bears point to continued downward momentum, valuation concerns, and put positioning below the current price.

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 construction timelines and a lack of firm customer commitments. Traders debate whether the selloff is an overreaction to the rating, with bulls pointing to nuclears potential role in meeting AI power demand and bears questioning whether NuScale can turn its technology and project discussions into commercial deployments.

Hewlett Packard Enterprise Co. is a global edge-to-cloud company, which engages in the provision of information technology, technology and enterprise products, solutions, and services. It operates through the following segments: Server, Hybrid Cloud, Intelligent Edge, Financial Services, and Corporate Investments and Other. The Server segment consists of general-purpose servers for multi-workload computing and workload-optimized servers to deliver the performance and value for demanding applications, and integrated systems comprised of software and hardware designed to address high-performance computing and supercomputing, artificial intelligence, data analytics, and transaction processing workloads for government and commercial customers globally. The Hybrid Cloud segment is involved in a variety of cloud-native and hybrid solutions across storage, private cloud, and the infrastructure software-as-a-service space. The Intelligent Edge segment offers wired and wireless local area networks, campus, branch, and data center switching, software-defined wide-area-networks, private and public cellular network software, network security, and associated services that enable secure connectivity for businesses of any size. The Financial Services segment provides investment solutions, such as leasing, financing, IT consumption, utility programs, and asset management services for customers that facilitate technology deployment models and the acquisition of complete IT solutions, including hardware, software, and services from Hewlett Packard Enterprise and others. The Corporate Investments and Other segment includes the Advisory and Professional Services business, which primarily offers consultative-led services, HPE and partner technology expertise and advice, implementation services, as well as complex solution engagement capabilities, the Communications and Media Solutions business, which primarily offers software and related services to the telecommunications industry, and Hewlett Packard Labs, which is responsible for research and development. The company was founded by William R. Hewlett and David Packard on July 2, 1939 and is headquartered in Spring, TX.

Hewlett Packard Enterprise Co

HPE is drawing attention after a sharp selloff alongside enterprise-hardware peers, following Barclays downgrade and concerns that AI-related revenue gains may reflect higher hardware prices more than accelerating demand. Traders are split between viewing the decline as an overreaction and buying opportunityciting AI-server and networking prospectsand worrying that valuations and growth expectations have run ahead of fundamentals.

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Arthur Hayes Says Bitcoin Could Hit New High By Year-End – Calls It The 'Fastest Horse' In This Complex

Cryptocurrency

 Hayes expects the Fed to accommodate fiscal spending. He argues that, regardless of who leads the central bank, political pressure to support the economy could eventually mean more liquidity.


Inverse Cryptocurrency ETFs Win Last Week: Here's Why 

Bitcoin's sharp decline amid inflation fears, ETF outflows and rate-hike bets fueled a rally in inverse cryptocurrency ETFs.

E Valuator Funds Trust - T-Rex 2X Inverse Bitcoin Daily Target ETF

Neutral Sentiment

<ul class="summary-bullets"><li>According to Arthur Hayes, Bitcoin could hit a new high by year-end, given the dollar weakens against the Japanese yen.</li><li>Hayes believes Japan is the key catalyst. Tokyo’s push to shift money from foreign to domestic assets could improve the liquidity conditions necessary for a bull run.</li><li>Hayes called Bitcoin the “fastest horse” but said his firm’s larger position heading into the potential liquidity rally is Ethereum.</li></ul>Bitcoin (BTC) could be on track to break a year-end record, but Arthur Hayes says the bigger story is where the next wave of global liquidity comes from. He believes Japan’s efforts to strengthen the yen, along with potential U.S. monetary support, could push money into risk assets and make Bitcoin the “fastest horse” in the next rally. But the catch — that bullish outcome hinges on what Japan and the Fed actually do. Ethereum is his firm’s bigger position, Hayes said.“I think we can maybe breach the all-time high by the end of the year,” Hayes&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=ZYD59fXLJQQ">said</a> to The Rollup, published on Tuesday, while cautioning that U.S. politicians “still can’t give the game away too much before the midterm elections," with affordability topping voter concerns.According to Hayes, the AI capex trade’s fastest gains are behind it, and bailing out overextended AI credit will require more printed money, benefiting hard assets.&nbsp;<blockquote>“I think Bitcoin in this complex is the fastest horse”&nbsp;Arthur Hayes, CEO of Flop Labs</blockquote>He described it as one leg of a barbell alongside positions that perform when liquidity tightens.<h2 class="st-heading-2">Japan Trade Drives Liquidity</h2>Hayes attributed the recent crypto bid to Japan rather than to U.S. rate expectations. He pointed to Tokyo’s pressure on the Government Pension Investment Fund (GPIF) to cut foreign holdings and buy domestic assets, calls for an uncapped Foreign and International Monetary Authorities (FIMA) repo facility, and Treasury Secretary Scott Bessent’s public prodding of the Bank of Japan. GPIF’s management committee met for the first time since Japan’s holiday month in seven years, according to a Bloomberg&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.cnbc.com/2026/09/03/yen-japan-intervention-boj.html">report</a>.&nbsp;The yen has since climbed to a seven-month high, with the dollar slipping below 153 yen on Tuesday. Hayes believes Japan's moves to strengthen the yen could create a new source of liquidity for Bitcoin in the long run; however, it depends on what Japan and the Fed actually do.“This is all a liquidity story,” Hayes said, adding that stocks were flat while crypto rallied. He expects the Federal Reserve to hold rates at its September 15-16 meeting rather than hike, with the target range at 3.50%-3.75%. He dismissed new Fed Chair Kevin Warsh as “irrelevant,” saying every chair eventually accommodates the spending voters authorize.Hayes added that Ethereum (ETH) is his firm’s larger position going into the liquidity rally, calling it the “most hated mega cap” coin and the worst-performing one of the cycle, with smaller allocations to Ethena (ENA). Previously, Hayes also called Ethereum his&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/arthur-hayes-ethereum-eth-3x-5x/cZYMSGjRJrJ">number one crypto pick.</a><h2 class="st-heading-2">Retail Traders Are Keeping An Eye On Macro Events</h2>Investors are now keeping an eye on Thursday’s Producer Price Index (PPI) and Friday’s Consumer Price Index (CPI) print for clues on the Fed’s next move. This comes after Friday’s stronger-than-expected jobs report which has revived September rate hike bets, with 60% expecting a 375-400bps, according to CME FedWatch tool.&nbsp;<a href="https://stocktwits.com/coins/ethereum">Ethereum’s price</a> was trading around $2,491, relatively flat in the last 24 hours. On Stocktwits, retail sentiment around ETH remained in the ‘bearish’ zone, accompanied by ‘normal’ chatter levels over the past day. Message volume for Ethereum has been down over 8% in the past week, according to platform data.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was trading at $78,816, down nearly 1% in the last 24 hours. On Stocktwits, retail sentiment around BTC remained in the ‘neutral’ zone, accompanied by ‘normal’ chatter levels over the past day. According to platform data, message volume for Bitcoin has been down over 33% in the past week.&nbsp;<stembedurl>https://stocktwits.com/RolandXV/message/663770485</stembedurl>&nbsp;<stembedurl>https://stocktwits.com/IAIEMN/message/663770325</stembedurl>One trader on Stocktwits expects a CPI-driven selloff then a strong rally, while another user urged investors to sell every bounce and short Bitcoin, Ethereum and other major tokens. The commentary mentions a market torn between expectations of a&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-hurdles-fed-oil-yen-risks-cloud-path-toward-85000/cZt3rYfRJUe">macro-driven recovery</a> and concerns of a further crypto slump.Read also: <a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoin-hurdles-fed-oil-yen-risks-cloud-path-toward-85000/cZt3rYfRJUe">Bitcoin Rally Faces Fresh Risks From Fed, Oil, Yen And Bond Markets As Spot Demand Weakens</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Arthur Hayes speaks on stage during Bitcoin Conference 2023 at Miami Beach Convention Center on May 19, 2023 in Miami Beach, Florida. (Photo by Jason Koerner/Getty Images for Bitcoin Magazine)

Hayes expects the Fed to accommodate fiscal spending. He argues that, regardless of who leads the central bank, political pressure to support the economy could eventually mean more liquidity.

Arthur Hayes Sees A Japan-Driven Liquidity Rally Ahead — And Bitcoin As The ‘Fastest Horse

T-Rex 2X Inverse Bitcoin Daily Target ETF

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