SPDR Dow Jones Industrial Average ETF

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United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude rises amid reports of tanker and energy-infrastructure attacks in the Middle East, stoking fears of supply disruptions and adding to inflation concerns. Traders are split between expecting further gains and arguing the rally is overextended or vulnerable to a pullback, with some noting that futures contract rollover can distort the move.

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

USAR is drawing attention after a prolonged selloff, with traders focused on dilution concerns, heavy spending before meaningful production, and frustration with managements limited communication during the CEO transition; weakness across rare-earth and critical-minerals stocks adds pressure. Some investors view the decline as an oversold opportunity tied to the long-term domestic supply-chain story, while others fear further losses and question the companys execution.

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

CoreWeave is under pressure amid concerns about its debt-heavy financing needs and whether AI demand can generate sufficient returns, sharpened by HSBCs bearish assessment and a broader selloff in neocloud stocks. Traders are split between fears that borrowing costs and execution risks threaten the business and bullish arguments that its contracted backlog and AI demand support the long-term case; some also note that a bullish analyst upgrade failed to reverse the selling.

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 dominates discussion, with traders pointing to upcoming share lockups, reported insider selling and an analyst downgrade, while also debating valuation and reliance on OpenAI amid competition. Bears expect more pressure; bulls argue the selloff is overdone and cite the companys technology and cash position.

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.

DJTs slide to fresh lows is being discussed alongside Trumps falling approval and the approaching midterms, with traders tying the negative sentiment to political backlash over the Iran conflict and rising energy costs, as well as concerns about the companys business. The conversation is overwhelmingly bearish, though a few traders are looking for a bounce.

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 and cut its price target, citing long commercialization timelines and a lack of firm customer commitments; traders are also focused on delays around potential TVA deployment and the broader weakness in nuclear names. The downgrade has intensified bearish concerns about execution and cash burn, while some investors argue the selloff is excessive and are buying on the long-term nuclear-power thesis.

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

GM is under pressure after its Q3 earnings beat failed to overcome disappointment with a full-year profit outlook that was narrowed without raising its midpoint, alongside weaker U.S. deliveries and market share. Traders debate whether the new buyback and stronger cash-flow outlook offset the cautious guidance, with some calling the selloff excessive.

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 earnings beat and raised 2026 outlook are drawing attention, but shares are falling as traders weigh higher costs, weaker free cash flow and a loss in its insurance business against strong aerospace demand. Some see the report as a solid result, while others question whether services growth and margins can justify expectations.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARA is drawing attention for a steep, prolonged selloff despite Bitcoin holding relatively firm, with traders emphasizing the stocks weak performance and lack of fresh company-specific news. Bearish discussion centers on the absence of signed AI/data-center tenants and concerns about management, debt, and dilution, while some traders view the decline as oversold and expect a possible rebound.

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. 

A broad selloff in AI-infrastructure and neocloud stocks, fueled by concerns about whether heavy buildout spending can earn adequate returns and be financed sustainably, has driven NBIS discussion; traders also cite contagion from CoreWeave and Gartners warning about the sector. The community is split between viewing NBISs rebound as an oversold buying opportunity and expecting further declines, with funding needs and upcoming results central to the debate.

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Arthur Hayes Says He’s Buying Tokenization Trade, Calls Profitability Questions ‘A Secondary Concern’

Cryptocurrency

Hayes said Bitcoin remains the core holding in his family office Maelstrom’s fund.


The Zacks Analyst Blog Highlights BITX, BITU, BTCL and BTFX

BITX, BITU, BTCL, and BTFX surge as Bitcoin tops $120K, fueled by ETF inflows, crypto legislation, and renewed institutional demand.

Capitalize on Bitcoin's Bull Run With Leveraged ETFs in Crypto Week

Bitcoin tops $120K as institutional inflows surge. Leveraged ETFs like BITX and BITU offer a high-risk, high-reward play.

BTFX seeks to provide daily investment results, before fees and expenses, that correspond generally to twice the performance of the S&P CME Bitcoin Futures Index Excess Return (BBG Ticker: SPBTCFUE) for a single day, not for any other period. The fund does not invest directly in bitcoin. Instead, the Fund seeks to benefit from increases in the price of Bitcoin Futures Contracts for a single day.

The S&P CME Bitcoin Futures Index measures the performance of the front-month Bitcoin Futures Contract trading on the CME. The Index is constructed from futures contracts and includes a provision for the replacement of the Index futures contracts as the contracts approach maturity.

Valkyrie ETF Trust II - CoinShares Bitcoin Leverage ETF

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<ul class="summary-bullets"><li>Arthur Hayes said he is avoiding new token launches and looking for existing assets with heavily beat-down charts.</li><li>Hayes said his interest in tokenization is driven by Wall Street’s tokenization boom.</li><li>On AI agents, Hayes said he would go long on tokens or companies that would benefit from the “agentic wave.”</li></ul>Flop Labs CEO Arthur Hayes said on Tuesday he has been buying into the tokenization trade, even as he questioned where the money in it was actually made.In an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=T3Tqo2u4yGs">interview</a> with The Rollup at Token2049 in Singapore, published on Tuesday, Hayes said the question of how tokenization actually makes money has dogged the narrative “for a long time.” But he called it “a secondary concern” next to where the market was heading.&nbsp;Hayes dismissed the idea that moving a stock held at the Depository Trust &amp; Clearing Corporation (DTCC), which&nbsp;settles U.S. stock trades, onto a blockchain was a breakthrough. He said founders talk it up, but "you're doing better bookkeeping. Thank you."Even so, he said he had been "buying more stuff,” and his analyst was researching tokenization plays.<h2 class="st-heading-2">'Wall Street Guys Are Muppets'</h2>Hayes said his reason for buying had less to do with the technology than with who else was about to buy.&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/aave-jumps-after-citrini-research-bets-defi-tokens-tokenization/cZxTtbZRBnM">A recent Citrini Research note</a> on tokenization changed the setup, he said.&nbsp;"Wall Street guys are muppets, and so these guys have given them a playbook," he said. "So you might as well get in the sandbox." He added that if Wall Street's go-to source for contrarian ideas said it was time to buy tokens, "then you buy tokens."Hayes said the best pitch for tokenization&nbsp;was that AI agents would run all of people's financial services, rebalancing portfolios around the clock and generating fees.&nbsp;"If I can tell that story with a straight face and people can nod their heads and believe me, then that's just going to pump," he said. He said he would go long whatever plugged into that "agentic wave," whether it was a token or a company.<h2 class="st-heading-2">Hunting 'Busted' Charts</h2>Hayes said he wasn’t looking for safe bets, and wanted assets down 75% to 80% from a recent level. "That's how you generate like 5x in a few months," he said, without putting a lot of capital at risk.He said that he was steering clear of new launches, and pointed to tokens with a high fully diluted valuation and a low float, meaning most of the supply was still locked up. Many have large pre-sale investors, so traders have to track when tokens unlock and how many. Hayes also said he wasn’t looking to do new deals in tokenization projects. "The stuff that's going to 10x is going to be already tradable right now," he said.<h2 class="st-heading-2"><a class="mention" data-mention="$BTC.X" data-symbol-id="BTC.X" href="https://stocktwits.com/symbol/BTC.X" target="_blank">Bitcoin</a> Remains His Core Holding</h2>According to Hayes, the projects likely to last were the ones that have been around since decentralized finance (DeFi) summer in 2020, still made money and returned some of it to token holders.&nbsp;For his family office Maelstrom’s fund,&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/arthur-hayes-bitcoin-privacy-grant-program-silent-payments-payjoin/cZ06SvRR7Tm">Bitcoin (BTC) remained the core holding.&nbsp;</a>"We just trade other stuff to make money to buy more Bitcoin," Hayes said. His comments came as&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/bitcoins-vshape-recovery-84k-spot-buyers-etf-investors-selling/cZxBhYdRBon">BTC rebounded</a>, nearing the $84,000 range.&nbsp;<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was up by 0.7% over the past 24 hours. On Stocktwits, retail sentiment around BTC remained in the ‘bearish’ zone, while chatter stayed at ‘low’ levels over the past day.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/citi-turns-bullish-on-glxy-coin-gemi-stocks-secz/cZxBkpeRBYR">Citi Turns Bullish On GLXY, COIN, GEMI Stocks – Says Crypto Equities Have A ‘Considerably Stronger Backdrop’ Heading Into Earnings</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

American entrepreneur Arthur Hayes at Bitcoin Conference 2026 held in Las Vegas, Nevada, United States on April 27, 2026. (Photo by Tayfun Coskun/Anadolu via Getty Images) 

Flop Labs CEO Arthur Hayes said on Tuesday he has been buying into the tokenization trade, even as he questioned where the money in it was actually made.

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