SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

Space Exploration Technologies Corp., doing business as SpaceX, operates as an aerospace manufacturer, launch service provider, and satellite communications company. It is building the integrated hardware and software infrastructure of the future across space, connectivity, and AI. The firm designs, manufactures, launches, and operates products and services built on cutting-edge technologies, including the rockets and spacecraft. The company was founded by Elon Reeve Musk in 2002 and is headquartered in Starbase, TX.

Space Exploration Technologies Corp. - Ordinary Shares - Class A

SpaceX

A quarterly earnings beat, rapid growth in AI-compute revenue and an aggressive expansion outlook are driving attention, alongside preliminary discussions of a possible Tesla merger. Many traders are bullish on the growth story and anticipate further gains, while skeptics question the valuation, heavy spending and credibility of Musks ambitious forecasts.

Super Micro Computer, Inc. engages in the distribution and manufacture of information technology solutions and other computer products. Its products include twin solutions, MP servers, GPU and coprocessor, MicroCloud, AMD solutions, power supplies, SuperServer, storage, motherboards, chassis, super workstations, accessories, SuperRack and server management products. The company was founded by Charles Liang, Yih-Shyan Liaw, Sara Liu, and Chiu-Chu Liu Liang in September 1993 and is headquartered in San Jose, CA.

Super Micro Computer Inc

Super Micros preliminary update sharply raised its quarterly revenue and gross-margin outlook on stronger AI platform demand, driving a strong after-hours rally. Traders largely welcomed the results as evidence of improving business momentum and a possible short squeeze, while some questioned whether the gains would hold given the companys history of volatility and execution concerns.

Netflix, Inc. engages in providing entertainment services. It also offers activities for leisure time, entertainment video, video gaming, and other sources of entertainment. It operates through the United States and International geographic segments. The company was founded by Marc Randolph and Wilmot Reed Hastings on August 29, 1997 and is headquartered in Los Gatos, CA.

Netflix Inc.

Netflix Inc

Netflixs earnings beat was overshadowed by softer fourth-quarter guidance, slowing revenue growth, and a reduced advertising outlook, prompting a sharp selloff. Traders are split between viewing the decline as an overreaction and expecting further downside amid concerns about growth and competition.

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

GE is drawing attention after beating quarterly expectations and raising its outlook, yet its shares fell as traders focused on weaker cash flow, rising costs, and a loss in its insurance business. The reaction has frustrated bullish holders, while others see the selloff as evidence that strong results were already priced in.

Celsius Holdings, Inc. engages in the development, marketing, sale, and distribution of functional drinks and liquid supplements. It also offers post-workout functional energy drinks and protein bars. The company was founded in April 2004 and is headquartered in Boca Raton, FL.

Celsius Holdings Inc

CELHs move toward and briefly above the $30 level has traders focused on whether the stock can sustain a technical breakout, with some pointing to higher volume and others expecting another rejection. Pepsi buyout talk and hopes around earnings appear in the discussion, but remain speculation rather than a confirmed catalyst.

Intuitive Surgical, Inc. engages in the provision of robotic-assisted surgical solutions and invasive care through a comprehensive ecosystem of products and services. Its products include Da Vinci Surgical and Ion Endoluminal systems. The company was founded by Frederic H. Moll, John Gordon Freund, and Robert G. Younge in November 1995 and is headquartered in Sunnyvale, CA.

Intuitive Surgical Inc

Intuitive Surgicals Q3 results beat expectations, but shares sold off sharply as traders focused on slower U.S. procedure growth, planned da Vinci pricing cuts, and a one-time antitrust settlement. The community is split between calling the decline an overreaction to solid business growth and seeing the guidance and pricing pressures as reasons for caution.

TOSHI

TOSHI is drawing attention amid a rebound and traders repeated focus on breaking a stubborn resistance level, with technical breakout and short-squeeze hopes driving bullish posts. Others remain cautious, pointing to repeated rejections, weak price action, and sensitivity to Bitcoins direction; talk of a coming announcement or listing remains speculative.

Disc Medicine, Inc. is a clinical-stage biopharmaceutical company, which engages in the discovery, development, and commercialization of treatments for hematologic diseases. It assembles a portfolio of clinical and preclinical product candidates that aim to modify fundamental biological pathways associated with the formation and function of red blood cells, specifically heme biosynthesis and iron homeostasis. The company was founded in October 2017 and is headquartered in Watertown, MA.

Disc Medicine Inc

Disc Medicines shares are drawing attention after bitopertins Phase 3 APOLLO trial met its endpoints and the company priced an upsized public offering. Traders are weighing the stronger regulatory prospects against dilution and potential selling pressure from the financing.

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 in focus ahead of its quarterly earnings report, with traders watching guidance and semiconductor-equipment demand amid a sharp pullback. The debate is split between buyers treating weakness and support levels as an opportunity and bears concerned about further sector pressure and high expectations.

SELLAS Life Sciences Group, Inc. is a clinical stage biopharmaceutical company, which engages in the development and commercialization of immunotherapeutic for cancer indications. Its product pipeline includes galinpepimut-S. The company was founded by Angelos M. Stergiou on April 3, 2006 and is headquartered in New York, NY.

SELLAS Life Sciences Group Inc

SELLAS is drawing attention as traders anticipate the Phase 3 REGAL AML trial reaching its 80-event final-analysis trigger; the last disclosed count was 78, and traders are also watching for SLS009 updates. Some interpret the CEOs next chapter remarks and the companys ASH presence as possible buyout or partnership clues, while skeptics note there is no confirmed deal or trial result and view the rally as speculative.

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

Strategy's Phong Le Defends Buying Bitcoin At $80K After Selling Near $60K: ‘Right Trade’

Equity

Phong Le said in an interview with Bloomberg that Strategy's balance sheet grew to $72 billion in assets over two months.

Big Tech Woes Power Surge in Inverse Single-Stock ETFs

PLTZ, SMST, IONZ, CONI and SMCZ witness double-digit gains as the S&P 500 logged its longest losing streak of 2025 on tech-driven weakness.


Tidal Trust II - Defiance Daily Target 2X Short MSTR ETF

Bullish Sentiment

<ul class="summary-bullets"><li>Strategy CEO Phong Le defended buying Bitcoin near $80,000 after selling in the $60,000 range on Tuesday.</li><li>He called it the "right trade" and pointed to cost of capital, not price, as the deciding factor for the purchases.</li><li>Alliance Global initiated coverage of Strategy with a ‘Buy’ rating and raised the stock's price target to $217.</li></ul>Strategy’s (MSTR) decision to sell Bitcoin (BTC) in the 60,000 range, only to resume buying near $80,000, may look like a costly case of selling low and buying high, but to CEO Phong Le it was the ‘right trade” to make at the time.When asked about the sell-low, buy-high sequence during an&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=mAi2KLfjBm8">interview</a> with Bloomberg on Tuesday, Le defended the decision, saying Strategy did not make Bitcoin decisions based on price alone.&nbsp;He pointed to the company's balance sheet over the past two months, during which Strategy grew its total assets to $72 billion, including $65 billion in Bitcoin holdings and $7 billion in U.S. dollar reserves, marking a 34% increase in that span.&nbsp;Lee said that a rapidly strengthened balance sheet, now holding $72 billion in assets, including $65 billion in Bitcoin and $7 billion in dollar reserves, gave the company more flexibility to sell MSTR shares at a premium and put those proceeds back into Bitcoin.&nbsp;<h2 class="st-heading-2">Strategy Calls Its Bitcoin Management ‘Two-Way’</h2>Le pushed back on the idea that the roughly 7,000 Bitcoin sold to fund preferred dividends and buybacks, which accounted for less than 1% of the company's holdings, signaled any retreat from accumulation. He noted that Strategy had grown its Bitcoin holdings by as much as 30% this year.&nbsp;He described the firm’s approach as a "two-way strategy," arguing that a company not willing to sell Bitcoin was not a “true operating” business. According to Le, Strategy intended to keep buying at higher levels, including $90,000, $100,000 and beyond, telling Bloomberg that he expected a $130,000 Bitcoin purchase to eventually look like a good trade once the price climbs further.<h2 class="st-heading-2">A Push Back On MSCI Proposal</h2>Le also addressed a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-saylor-s-strategy-calls-msci-s-new-delisting-test-fundamentally-flawed-says-it-s-damaging-its-reputation/cZsoiKyRJtC">letter</a> he and Executive Chairman Michael Saylor sent to index provider Morgan Stanley Capital International (MSCI) on Monday, opposing a proposal to exclude non-operating asset companies, including Bitcoin treasury firms, from its Global Investable Market Indexes. Le called the move “discriminatory, arbitrary and misguided,” saying it goes against U.S. Securities and Exchange Commission (SEC) and U.S. accounting standards that already view Bitcoin as an operating asset.His comments came as&nbsp;<a href="https://stocktwits.com/symbol/MSTR">MSTR stock</a> was down by 0.70% during pre-market trading hours. On Stocktwits, the retail sentiment around MSTR stayed in the ‘bullish’ zone, while chatter around it stayed at ‘normal’ levels over the past day.<h2 class="st-heading-2">MSTR Stock: Wall Street Sees More Room To Run</h2>Meanwhile, on Tuesday, Alliance Global initiated coverage of Strategy with a ‘Buy’ rating and a $217 price target the same day, pointing to the company's 845,050 Bitcoin holdings, roughly 4% of the cryptocurrency's total supply, as a core part of the bull case.&nbsp;From Tuesday’s close of $124, Alliance Global’s price target puts it at around 75% upside.The analyst told investors it expected a "bull run" in Bitcoin over the next six to 18 months as scarcity and demand build alongside a clearer regulatory picture, adding that Strategy's yield-generation strategy has helped it outperform Bitcoin itself.<a href="https://stocktwits.com/coins/bitcoin">Bitcoin’s price</a> was down by 0.8% during the past 24 hours. On Stocktwits, the retail sentiment around BTC remained in the ‘neutral’ zone, while chatter around it stayed at ‘normal’ levels over the past day.Read also: <a href="https://stocktwits.com/news-articles/markets/equity/why-nasdaq-futures-slipping-iran-tensions-oil-treasury-yields-keep-wall-street-on-edge-nvda-dell-crdo-nio-rklb-mstr-in-focus/cZsAlS2RJuj">Nasdaq Futures Slip As Rising Iran Tensions, Oil, Treasury Yields Keep Wall Street On Edge: NVDA, DELL, CRDO, NIO, RKLB, MSTR In Focus</a>For updates and corrections, email newsroom[at]stocktwits[dot]com

 In this photo illustration, a person holds a smartphone displaying the stylized Strategy branding of MicroStrategy Inc. (NASDAQ: MSTR). (Photo illustration by Cheng Xin/Getty Images)

MSTR Stock: This Analyst Sees 75% Upside As Strategy CEO Defends $80K Bitcoin Buy As ‘Right Trade’

Strategy

T-Rex 2X Long MSTR Daily Target ETF

YieldMax MSTR Option Income Strategy ETF

Defiance Daily Target 2X Short MSTR ETF

Hold rates steady

Cut 25 bps

Hike 25 bps

Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

What do you expect the Fed to decide at its FOMC meeting today? 
 
Drop a comment with when you expect the first cut/hike to be.

Stocktwits

Stocktwits Polls

$SMST the question is does Bitcoin retrace back up to 85-87 or do we just dump.  
Both are acceptable outcomes because the overall answer is  
big dumb  
Unless Trump announces the war is over God comes down and everybody gets a golden Rolex and a doge check 
Or whatever diaper boy says.

randy reed

$SMST  
Oct 1987 Repeat? 
We are almost repeating the exact time frame and footsteps.  
Bond market  
Iranians  
Oil 
Along with a new fed chairman and a rate hike  
 his name was Greenspan   
They say history repeats itself I guess we'll find out.  
The stock market fell 22% in one day  
six months later it was at an all-time high

Feed

News

Sentiment

Fundamentals

Info

SMST Defiance Daily Target 2X Short MSTR ETF

Fundamentals

Latest SMST News