SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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

HSBCs bearish view on CoreWeave has amplified concerns about its debt-heavy data-center expansion, rising financing costs, and potentially slowing AI demand. Traders are split between buying the selloff and anticipating a short squeeze, and warning that credit and insider-selling risks could prolong the decline.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as traders react to elevated crude prices and fears that Middle East shipping or energy-infrastructure attacks could disrupt supply, while weighing possible diplomacy and Russian supply relief. The community is split between bulls focused on geopolitical risk and bears expecting the risk premium to fade, with some also warning that contract-roll effects and an extended run may amplify volatility.

Eli Lilly & Co. engages in the discovery, development, manufacture, and sale of pharmaceutical products. The firm's products include diabetes, oncology, immunology, neuroscience, and other products and therapies. The company was founded by Eli Lilly on May 10, 1876 and is headquartered in Indianapolis, IN.

Lilly(Eli) & Co

Lilly is drawing attention after breaking to a new high, with traders linking the rally to European regulatory backing for its Foundayo obesity pill and broader optimism about its GLP-1 business. Bulls are celebrating the breakout and healthcares defensive appeal, while skeptics point to possible profit-taking, competition from Novo and the upcoming earnings report.

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 tied by traders to weakening confidence in Trump and the approaching midterms, alongside concerns about the companys limited business fundamentals and Truth Social. The discussion is broadly bearish, though some traders view the decline as a possible short-term trading bounce.

Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizers rebound toward a one-year high and the $30 level is driving discussion, with traders focused on whether the move can break through resistance. Some see momentum from a defensive-sector rotation and pipeline developments ahead of earnings, while others say the stock needs stronger news to sustain a breakout.

Rapport Therapeutics, Inc. engages in the discovery and development of transformational small molecule medicines for patients suffering from central nervous system disorders. It develops the RAP (receptor associated proteins) technology platform. The company was founded by Steven M. Paul and David Bredt in February 2022 and is headquartered in Boston, MA.

Rapport Therapeutics Inc.

Rapport Therapeutics Inc

Rapports Phase 2 RAP-219 trial in bipolar mania met its primary and secondary endpoints, drawing attention to the drugs potential but also to concerns about modest symptom improvement, agitation-related side effects, and discontinuations. Traders are divided, with some viewing the move as a fading bounce and adding shorts while others point to bullish analyst commentary.

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.

Vicor is drawing attention after strong Q3 results and an upbeat outlook, with AI-related demand and growing Vertical Power Delivery royalty revenue reinforcing the growth story. Traders are weighing that strength against questions about one-time royalty catch-up payments, production capacity, and the earnings-per-share miss, contributing to a volatile reaction.

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 neocloud and AI-infrastructure selloff as traders weigh Gartners warning about the sectors economics and broader concerns over debt, funding, and project execution. The community is split between expecting further declines and buying an oversold dip; some cite the CEOs assurances about data-center financing, while others point to Horizon 2 delays and weak price action.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is drawing attention for a sharp rebound after a tech-led selloff, which traders link to unconfirmed reports of potential U.S.-Iran talks and easing oil prices. The community is split between viewing the move as a bullish reversal and warning it may be a bull trap amid persistent volatility and concerns about tech and AI stocks.

iShares Trust - iShares Semiconductor ETF

iShares Semiconductor ETF

A sharp, extended semiconductor selloff has put SOXX in focus, with traders debating whether fears over AI spending returns, debt and crowded positioning signal a deeper downturn or an oversold bounce. Some see upcoming chip and hyperscaler earnings as a test of demand and capex, while others remain cautious about the sectors technical weakness.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

NVIDIA Corp

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

The Best-Performing ETF This Year Has Nothing To Do With AI Or Bitcoin — It's Linked To Crude Tanker Futures And Is Up 2,900% 

Equity

The BWET fund primarily tracks tanker rates on the Middle East Gulf-to-China route through the Strait of Hormuz.

Best-Performing Leveraged ETFs of Q1 2026

Oil shock and Iran war reshaped Q1, sending some leveraged energy ETFs soaring.



Best-Performing Leveraged ETF Areas of February 

AI fears, geopolitical tensions and strong earnings shaped February markets.

NRGU tracks three times the performance of an equal-weighted index of US Oil & Gas companies. Index components are selected by market-cap. Index components are selected by free-float market-cap.

Bank of Montreal - MicroSectors U.S. Big Oil 3 Leveraged ETNs

Neutral Sentiment

<ul class="summary-bullets"><li>BWET holds crude-tanker freight futures rather than oil, ships or shipping-company shares.</li><li>Hormuz disruption drove some tanker rates from $75,000-$100,000 per day to nearly $470,000.</li><li>Failed reopening efforts and renewed tanker attacks have kept vessels scarce and freight costs elevated.</li></ul>One of 2026’s biggest investment winners does not own technology stocks, cryptocurrency or even crude oil.&nbsp;However, it does track the cost of getting oil onto a ship and through increasingly dangerous waters.The&nbsp;<a href="https://stocktwits.com/symbol/BWET">Breakwave Tanker Shipping ETF (BWET)</a> has surged 2,928% this year as months of disruption around the Strait of Hormuz sent freight costs soaring, eclipsing even leveraged bets on semiconductor and energy stocks.<h2 class="st-heading-2">BWET Leaves Rival ETFs Behind</h2>BWET’s year-to-date percentage gain is nearly 12 times the 244% advance in the MicroSectors U.S. Big Oil Index 3X ETN (NRGU) and almost 15 times the 199% rise in the Direxion Daily Semiconductor Bull 3X Shares ETF (SOXL).<img src="https://news.stocktwits-cdn.com/bwet_vs_etfs_607a896632.png" alt="bwet vs etfs.png">Other strong energy performers lag far behind. The MicroSectors Oil &amp; Gas Exploration &amp; Production 3X Leveraged ETN (OILU) has gained about 148%, while the Direxion Daily S&amp;P Oil &amp; Gas Exploration &amp; Production Bull 2X Shares ETF (GUSH) has risen 119%.Among semiconductor ETFs, the First Trust Nasdaq Semiconductor ETF (FTXL) has advanced 82% and the iShares Semiconductor ETF (SOXX) about 77%. The S&amp;P 500, tracked by SPY, had gained 12% through Wednesday, while the Nasdaq Composite was up 13%.&nbsp;<img src="https://news.stocktwits-cdn.com/bwet_vs_broader_market_d4fd472e10.png" alt="bwet vs broader market.png">BWET has also dwarfed the wider energy rally. Its 2,928% gain is about 19 times WTI crude’s 151% advance, 25 times the United States Oil Fund (USO) 's 117% return, and 61 times the Energy Select Sector SPDR Fund (XLE) 's 48% gain.&nbsp;<img src="https://news.stocktwits-cdn.com/bwet_vs_energy_80a74d888d.png" alt="bwet vs energy.png"><h2 class="st-heading-2">Inside BWET’s Freight Bet</h2>Launched in May 2023, BWET is a specialized commodity-pool ETF that holds near-dated crude-tanker freight futures rather than oil, shipping stocks, or physical vessels. Its exposure is concentrated in the Baltic Exchange’s TD3C route: very large crude carriers hauling oil from the Middle East Gulf to China. A smaller allocation tracks Suezmax shipments from West Africa to Europe.&nbsp;The Gulf-to-China route passes through Hormuz, making the fund particularly sensitive to the availability of ships willing to cross the strait. Higher freight futures can lift BWET even when oil prices fall. Conversely, an easing of shipping constraints can hurt the fund without requiring a comparable decline in crude.<h2 class="st-heading-2">Shipping Shortage Fuels BWET&nbsp;</h2>The disruption began after the U.S.-Israeli strikes on Iran in February when Tehran effectively closed Hormuz to most commercial traffic. Before the war, about 125 large commercial ships crossed daily. Gulf supertanker hire rates were around $75,000 to $100,000 a day.By late June, tanker rates for voyages through Hormuz had surged to nearly $470,000 a day, while rates outside the strait jumped to $190,500 from $106,500 in just one week. The problem wasn't just demand for oil. Ships were stranded, owners were refusing voyages, and the vessels available to carry remaining cargo commanded exceptional prices.<img src="https://news.stocktwits-cdn.com/bwet_surge_1e621a924a.png" alt="bwet surge.png">Insurance is another hurdle. At the APPEC industry conference on Wednesday, Emirates National Oil Company (ENOC) said transit costs ran from $10 million to $20 million per voyage, and cargo-insurance bills hit nearly $10 million. Additional war-risk coverage for leaving the Gulf, previously negligible, could reach “10 percent of the cargo.”BWET does not track insurance costs directly. However, higher war-risk premiums can discourage ships from entering the Gulf, tighten available capacity and increase the freight rates underlying the fund’s futures.&nbsp;<h2 class="st-heading-2">BWET Swings On Hormuz Hopes&nbsp;</h2>June briefly offered a way out. The U.S. lifted its blockade of Iranian ports on June 18 under an agreement that promised 60 days of toll-free passage and the restoration of commercial traffic within 30 days. Some stranded tankers escaped. But mines, rival transit corridors and renewed attacks kept the route far from normal.Middle East-to-China VLCC rates fell to about $287,000 a day by June 30 from more than $500,000 before the peace announcement. The ceasefire subsequently broke down, and Washington reimposed its blockade in mid-July. BWET had already shown how quickly diplomacy could reverse the trade. The ETF fell about 13% at the open on April 9 after Iran said it would allow safe passage, then rebounded when tanker traffic was halted again.<h2 class="st-heading-2">Hormuz Tanker Attacks Revive Freight Risk&nbsp;</h2>The latest round of violence has further narrowed the pool of willing operators. U.S. forces said they destroyed five Iranian crude tankers on Tuesday following attempted missile attacks on an American warship, after striking three tankers days earlier. Iran’s Revolutionary Guard separately claimed attacks on two U.S. vessels and eight oil tankers.The violence has also threatened shuttle vessels carrying Gulf crude to larger tankers waiting outside Hormuz, which is a workaround to keep risk-averse ships away from the strait. Only six tracked commodity ships crossed the strait on Tuesday, far below the 125 daily transits recorded before the war. The tally excludes vessels operating with tracking systems switched off, but major shipping companies are reluctant to return.&nbsp;Mitsui O.S.K. Lines, Japan’s second-largest shipping company with a fleet of more than 900 vessels, said normal operations were unlikely to resume soon. CEO Jotaro Tamura said it was “difficult to see operations resuming in any form by the end of the year.”<h2 class="st-heading-2">How Do Retail Traders Feel About BWET?</h2>On Stocktwits, retail sentiment for BWET flipped dramatically to ‘extremely bullish’ from ‘extremely bearish’ levels three months ago amid a 900% surge in message volume over the past month. The ticker’s watcher base has also jumped 45% over the past month and 75% in the last quarter, indicating healthy retail interest in the ETF.&nbsp;<figure class="image"><img src="https://news.stocktwits-cdn.com/bwet_ss_2deb7868d9.png" alt="bwet ss.png" width="643" height="346"><figcaption>BWET sentiment and message volume as of September 10 | Source: Stocktwits</figcaption></figure>One user&nbsp;<a href="https://stocktwits.com/howardlindzon/message/663937776">said</a>, “$BWET anything can happen from here. $1000 or $100 would not suprise me.”<stembedurl>https://stocktwits.com/howardlindzon/message/663937776</stembedurl>Another user&nbsp;<a href="https://stocktwits.com/Batman9988/message/663854862">said</a>, “BWET has been the best performing non-leveraged ETF this year even beating SanDisk as far as percentage wise. It will dramatically decline in price when the war ends or another fake ceasefire but right now it just keeps climbing.”<stembedurl>https://stocktwits.com/Batman9988/message/663854862</stembedurl>For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/rklb-asts-spcx-pl-trump-task-force-10000-annual-space-operations-2035/cZt96DQRJCf"> RKLB, ASTS, SPCX, PL In Focus: New Trump Task Force Targets 10,000 Annual Space Operations By 2035&nbsp;</a>

Iran's medium-sized oil tankers continue to wait off the coast of Bandar Abbas at the Strait of Hormuz in Hormozgan Province, Iran on September 09, 2026. (Photo by Fatemeh Bahrami/Anadolu via Getty Images)

The Best-Performing ETF This Year Has Nothing To Do With AI Or Bitcoin — It's Linked To Crude Tanker Futures And Is Up 2,900%

Breakwave Tanker Shipping ETF

First Trust Exchange-Traded Fund III - First Trust Nasdaq Semiconductor ETF

Direxion Shares ETF Trust - Direxion Daily S&P Oil & Gas Exp. & Prod. Bull 2X ETF

Bank of Montreal - MicroSectors U.S. Big Oil Index 3X Leveraged ETNs

MicroSectors™ Oil & Gas Exploration & Production 3X Leveraged ETNs

Direxion Daily Semiconductor Bull 3X Shares

Energy Select Sector SPDR Fund

$SPCX

$NFLX

$TSLA

$META

Which earnings release are you most looking forward to this week: $SPCX, $NFLX, $TSLA, or $META? Drop a comment for others.

Current Price	$69.00
Prev Close	$72.22
Open	$72.03
Dividend Yield	N/A
50-Day Moving Average	$57.04
Beta	1.50
Avg. Volume	60,969.45
PE Ratio	N/A

52-Week High	$75.35
52-Week Low	$16.60
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

Feed

News

Sentiment

Fundamentals

Info

NRGU Fundamentals