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SPDR S&P 500 ETF TRUST - Units of undivided interest in SPDR Trust Series 1

The S&P 500 is experiencing heightened volatility and a sharp reversal following a televised address by President Trump, which signaled a prolonged military operation in Iran and dashed investor hopes for an immediate ceasefire. Community discussion is dominated by concerns over escalating energy costs, frustration with the administration's inconsistent messaging, and widespread skepticism regarding the market's stability heading into the upcoming long weekend.

Invesco QQQ Trust Series 1 - Units of beneficial interest

Invesco QQQ Trust (QQQ) is seeing intense trading activity as investors react to the potential for further military escalation in the Middle East following upcoming government remarks. The community is sharply divided, with traders debating whether market price action reflects a genuine de-escalation of conflict or a temporary bull trap driven by misinformation, leading many to adopt a defensive, cash-heavy stance ahead of the holiday weekend.

Bitcoin is the world's first decentralized cryptocurrency, created in 2009 by the pseudonymous Satoshi Nakamoto. It enables peer-to-peer electronic cash transactions without intermediaries like banks or governments, operating on a blockchain secured by Proof of Work mining and the SHA-256 cryptographic algorithm.   With a fixed supply cap of 21 million coins and programmatic halvings every four years that reduce miner rewards, Bitcoin is designed as a deflationary digital asset often called "digital gold." Its value stems from solving the double-spending problem without trusted intermediaries, creating the first truly scarce digital asset with censorship resistance and permissionless access that no government, corporation, or individual can control.  Bitcoin operates as a decentralized peer-to-peer network where transactions are recorded on a public ledger called the blockchain, distributed across thousands of computers globally. Transactions are grouped into blocks added approximately every 10 minutes through mining, where specialized computers compete to solve complex mathematical puzzles.   Bitcoin has achieved mainstream adoption through multiple vectors. The January 2024 SEC approval of 11 spot Bitcoin ETFs opened Bitcoin investment to traditional finance participants, and corporations like Strategy (formerly MicroStrategy) are using Bitcoin as a treasury reserve asset to protect against currency debasement, offering MSTR holders amplified exposure to Bitcoin.   The Bitcoin ecosystem continues to evolve with innovations like Ordinals, which emerged in January 2023 to enable NFT-like functionality directly on Bitcoin, and BRC-20 tokens, an experimental standard for creating fungible tokens using Ordinal inscriptions. BTCFi (Bitcoin Finance) represents emerging financial applications extending beyond Bitcoin's traditional role, with protocols like Babylon allowing Bitcoin holders to stake BTC to secure Proof of Stake chains.

Bitcoin

Bitcoin is currently caught in a volatile tug-of-war as investors react to high-stakes geopolitical developments in the Middle East and ongoing market manipulation concerns surrounding political rhetoric. While some bulls remain optimistic about institutional adoption and long-term scarcity, the community is actively debating whether current price action represents a genuine bottom or a trap ahead of further macro-driven downside.

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.

Trump Media & Technology Group is trending as investors and the online community closely monitor a highly anticipated prime-time address regarding the ongoing conflict in Iran. The stock is facing intense volatility and polarizing debate as the community actively discusses the potential market impact of the president's military strategy, geopolitical uncertainty, and broader skepticism surrounding the company's long-term operational viability.

Tesla, Inc. engages in the design, development, manufacture, and sale of electric vehicles and energy generation and storage systems. It operates through the Automotive and Energy Generation and Storage segments. The Automotive segment includes the design, development, manufacture, sale, and lease of electric vehicles as well as sales of automotive regulatory credits. The Energy Generation and Storage segment is involved in the design, manufacture, installation, sale, and lease of solar energy generation, energy storage products, and related services and sales of solar energy systems incentives. The company was founded by Jeffrey B. Straubel, Elon Reeve Musk, Martin Eberhard, and Marc Tarpenning on July 1, 2003 and is headquartered in Austin, TX.

Tesla Inc

Tesla is currently drawing intense community focus due to speculative volatility ahead of its upcoming Q1 delivery report, with discourse deeply polarized between bulls betting on a demand recovery and bears fixated on broader macroeconomic instability. Sentiment remains heavily influenced by geopolitical headlines and debates over leadership, as traders weigh the company's long-term AI-driven prospects against immediate delivery figures.

Strategy, Inc. engages in the provision of enterprise analytics and mobility software. The firm designs, develops, markets, and sells software platforms through licensing arrangements and cloud-based subscriptions and related services. Its product packages include Hyper. The company was founded by Michael J. Saylor and Sanjeev K. Bansal on November 17, 1989, and is headquartered in Tysons Corner, VA.

Strategy Inc. - Ordinary Shares - Class A

Strategy

MicroStrategy is experiencing high volatility as investors remain divided over the company's aggressive Bitcoin acquisition strategy and ongoing share dilution. Market participants are intensely debating whether the stock serves as a strategic leverage play on digital assets or if its reliance on debt and equity offerings poses a structural risk to long-term shareholders.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intel is seeing heightened investor interest following a major deal to repurchase a significant stake in its Ireland Fab 34, a move interpreted as a strategic play to regain control over key manufacturing assets. The community is actively debating the company's long-term foundry turnaround potential against near-term geopolitical risks and broader market volatility.

Uniting the six native Japanese dog breeds. Kendu is the keeper of peace, the preserver of life, and the protector of unity. Join the pack!!

Kendu

Kendu is generating significant community buzz as holders highlight its identity as a permissionless brand that incentivizes real-world product development and active community participation. Supporters are pointing to the project's persistent growth and diverse initiatives as key reasons for their long-term conviction, frequently encouraging others to join the movement before it reaches broader market recognition.

AST Spacemobile, Inc. engages in building a broadband cellular network in space to operate directly with standard, unmodified mobile devices based on an extensive IP and patent portfolio. It focuses on providing mobile broadband services with global coverage to all end-users, without the need to purchase special equipment. The company was founded by Abel Avellan on May 31, 2017 and is headquartered in Midland, TX.

AST SpaceMobile Inc - Ordinary Shares - Class A

AST SpaceMobile Inc

Regencell Bioscience Holdings Ltd. is a early-stage bioscience company that focuses on research, development and commercialization of Traditional Chinese Medicine for the treatment of neurocognitive disorders and degeneration, specifically Attention Deficit Hyperactivity Disorder and Autism Spectrum Disorder. The company was founded by Yat-Gai Au on October 30, 2014 and is headquartered in Hong Kong.

Regencell Bioscience Holdings Ltd

Regencell Bioscience Holdings is trending due to heightened retail interest in its low-float, meme-stock characteristics and potential for high volatility, with community members actively monitoring its history of rapid spikes alongside intense short-squeeze speculation. Discussions are heavily focused on the stock's tight share structure and historically high borrow fees, drawing comparisons to previous parabolic market runners.

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VWAGY or BYDDY: Which Is the Better Value Stock Right Now?

VWAGY vs. BYDDY: Which Stock Is the Better Value Option?

<ul class="summary-bullets"><li>Michael Burry said Chinese stocks have suffered “1929-style crashes while the businesses kept growing.”</li><li>He said a reversal in sentiment could unlock “significant upside potential” for Hong Kong-listed companies.</li><li>Haidilao was Burry’s top pick, with the hot-pot chain generating about $870 million in free cash flow in 2024.</li></ul>Michael Burry, the investor famous for predicting the U.S. housing crash and profiled in Michael Lewis’ book “The Big Short,” said he currently favors one Chinese stock among BYD, Haidilao and PDD as investors brace for their earnings reports expected later this month.PDD is set to report earnings on March 19, BYD on March 23, and Haidilao on March 31.In a blog post on Hong Kong-listed companies, Burry said that Chinese equities “have had 1929-style crashes while the businesses kept growing. This has never happened in market history going back to 1900.”<h2 class="st-heading-2">Burry Sees Rebound In Hong Kong Stocks</h2>Burry attributed the plunge in Chinese equities to regulatory shocks, macro turmoil, and battered investor sentiment, rather than failing fundamentals. He cited Beijing's crackdown on tech firms, the 2021 global asset bubble burst, China's property market collapse, and COVID-19 pandemic lockdowns as the key culprits. But when sentiment turns, he argued, it could converge with rising earnings to create "significant upside potential" in Hong Kong-listed shares.<h2 class="st-heading-2">Burry Calls BYD A ‘Mild Buy’</h2>Bury called EV giant BYD one of the world’s most technologically advanced automakers because of its vertically integrated model: the company manufactures its own chips, batteries, motors and other components. A key advantage is BYD’s Blade battery, which uses lithium iron phosphate,&nbsp;Burry said. He added that the design is cheaper and safer than the nickel-manganese-cobalt batteries widely used by rivals like Tesla.Burry said that BYD also benefits from a large working-capital windfall after pivoting away from selling primarily to Chinese government buyers. When government receivables were finally collected, the shift released about 40 billion yuan ($5.8 billion) in cash that helped fund overseas factory expansion.Burry rated the stock 7 out of 10, calling it a “mild buy” and said he would be an “aggressive buyer at HK$75 or better, if the thesis still holds at that time.”&nbsp;<h2 class="st-heading-2">Burry Sees Hot Potential In Haidilao</h2>Burry suggested that Haidilao International, China’s only national hot pot restaurant brand, currently offers the most compelling opportunity. It still holds just about 2.2% of the market, he said, leaving significant room for expansion. Burry rated the stock 8 out of 10.He said Haidilao’s dining concept often feels like “mixing a luxury hotel with a hot pot restaurant,” but added it made a costly mistake by rapidly expanding during the COVID-19 pandemic, opening 540 restaurants between 2020 and 2021 just before China imposed strict lockdowns. The company later closed about 300 locations after the expansion and wrote off roughly two-thirds of the spending.&nbsp;Despite the setback, Haidilao generated about $870 million in free cash flow in 2024 and paid out 94% of earnings as dividends. Burry also said the food-delivery subsidy war among Meituan, Alibaba Group and JD.com inadvertently benefited restaurant chains as they spent roughly 100 billion yuan ($14 billion) on delivery incentives. “At the delivery companies’ expense, Haidilao acquired many new customers,” he said.<h2 class="st-heading-2">Burry Calls PDD Disclosure Problems ‘Vexing’</h2>Burry was more cautious about PDD Holdings, the parent company of Pinduoduo and Temu. He noted that the company built a profitable model in part by&nbsp;delaying payments to merchants while collecting customer payments for extended periods. “PDD would receive the order, arrange the drop ship, and then not pay its farmer suppliers for 500-600 days,” Burry said.The float once generated enough investment income to account for nearly all of the company’s profits. However, the model has faced growing challenges. Temu’s growth slowed after the U.S. closed a shipping loophole that allowed tariff-free imports, while competition intensified in China from JD.com and Alibaba.Meanwhile, Burry also raised concerns about the company’s financial disclosures. “PDD’s problem with disclosure is vexing,” he said, noting that the company provides little detail about revenue by geography, product, or business line.A short-seller report in 2018 alleged accounting discrepancies, though Burry said he believes the report likely overlooked part of the company’s complex structure. “Overall, I cannot call it fraud. I can call it bad disclosure, the worst,” he said.Burry rated PDD 6 out of 10, saying the stock could not justify a full position because of disclosure concerns. “I would keep it around 2%, roughly one-third of my typical full position, until disclosure is satisfying to me,” he said.<img src="https://news.stocktwits-cdn.com/koyfin_20260312_090552469_png_127f33f5b9.webp" alt="koyfin_20260312_090552469.png"><blockquote>"By tackling BYD, then Haidilao, and now PDD, I proceeded from best disclosure to disclosure of significant related party dealings and now to very poor disclosure. The middle one is my current favorite of the three for many reasons," Burry said. "One of those reasons is that hiding white collar shenanigans is worse than allowing investors to consider said shenanigans within the context of the total analysis."</blockquote><h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment toward PDD was ‘bullish’ while sentiment toward BYD was ‘bearish,’ both amid ‘high’ message volume.Over the past year, the U.S.-listed shares of&nbsp;<a href="https://stocktwits.com/symbol/BYDDF">BYD</a> and&nbsp;<a href="https://stocktwits.com/symbol/PDD">PDD</a> have dropped about 16% and 13%, respectively, while Haidilao is not U.S.-listed.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A stock investor checks the closing price of the stock index for the day via his smartphone in Fuyang City, Anhui Province, China on March 4, 2026. (Photo credit should read CFOTO/Future Publishing via Getty Images)

BYD, Haidilao Or PDD: ‘Big Short’ Investor Michael Burry Says He's Buying One Of These Chinese Stocks As Earnings Loom

Burry prefers Haidilao over BYD and PDD due to its strong cash generation, dividend payouts and growth potential as China’s only national hot-pot chain.

Equity

Does Tesla's February Sales Surge Signal a Turnaround in Europe?

TSLA expanded market share in key European markets in February, with registrations jumping in France and Portugal, hinting at a potential rebound.

Top EV and Self-Driving Stocks for the Next Mobility Shift

From charging infrastructure to robotaxis to lithium supply, Beam Global, WeRide and Albemarle offer distinct ways to play the EV and AV trends.

Tesla Europe Woes Continue: Worth Holding on Autonomy Promises?

Given TSLA's EV slump, massive capex, slow robotaxi rollout and stretched valuation, investors should temper expectations around its long-term AI ambitions.

<ul class="summary-bullets"><li>Ford’s Q4 adjusted EPS fell to $0.13, hit by supplier disruptions, tariffs, and EV pricing pressure.</li><li>The Model e EV unit is expected to lose $4–$4.5 billion in 2026.</li><li>BYD overtook Ford in global vehicle sales for the first time, highlighting mounting pressure from Chinese automakers.</li></ul>Ford&nbsp;Motor Co. shares&nbsp;rose slightly overnight despite a sharp fourth-quarter (Q4) earnings miss, as investors weighed a more stable 2026 outlook against a rapidly intensifying competitive threat from China.<h2 class="st-heading-2">Ford Q4 Print</h2>Ford <a href="https://stocktwits.com/news-articles/markets/equity/ford-fourth-quarter-earnings-2025/cZbUkTbR4pV">reported</a> adjusted earnings of $0.13 per share for Q4, below last year’s $0.39 and short of expectations. The carmaker blamed production disruptions from a fire at a Novelis aluminum supplier, higher tariff costs, and persistent pricing pressure in EVs. However, quarterly sales rose to $45.9 billion, beating estimates.Ford guided to full-year 2026 adjusted earnings before interest and taxes (EBIT) of $8 billion to $10 billion, in line with Wall Street forecasts and higher than the $6.8 billion generated last year. Most of that profit is expected to come from its commercial vehicle business, with EBIT projected at $6.5 billion to $7.5 billion. Gas and hybrid models are expected to contribute another $4 billion to $4.5 billion.The company also said its Model e unit is likely to post losses of $4 billion to $4.5 billion next year. It plans to increase capital spending to $9.5 billion to $10.5 billion and targets free cash flow of $5 billion to $6 billion.The quarter included $15.5 billion in special charges tied largely to Ford’s EV strategy reset, as demand cooled and policy support weakened. The company said another $7 billion in charges is expected across 2026 and 2027.<h2 class="st-heading-2">Ford Faces Growing Competition From China</h2>Meanwhile, Ford is facing increasing competition from Chinese automakers globally. China’s BYD overtook Ford in global vehicle sales for the first time last year as Ford’s wholesales fell nearly 2% in 2025 to just under 4.4 million vehicles, while BYD reported about 4.6 million.&nbsp;<img src="https://news.stocktwits-cdn.com/koyfin_20260211_124624827_png_06a912dca4.webp" alt="koyfin_20260211_124624827.png">Ford gained ground in the U.S., but lost share in Europe and especially China, where domestic players such as BYD, Xiaomi, and Geely are winning customers with lower-priced, tech-heavy EVs. BYD’s exports reached 1.05 million vehicles last year and are set to climb further, intensifying pressure on legacy automakers like Ford, Toyota, and General Motors.In a bid to tackle competition in China, Ford is&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.wsj.com/business/autos/https-www-wsj-com-business-autos-china-geely-auto-us-market-6d2d67ca-3808e678">reportedly</a> weighing a potential partnership with BYD to source batteries for some of Ford’s hybrid vehicles. One option under consideration involves importing BYD-made batteries to Ford plants outside the U.S.In addition to Ford, Tesla also lost its crown as the world’s top EV seller to BYD after annual deliveries fell for a second straight year. Tesla’s annual deliveries declined by nearly 9%, while BYD delivered about 2.26 million EVs, compared with Tesla’s roughly 1.64 million.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment for Ford flipped from ‘neutral’ to ‘extremely bullish’ amid a 422% surge in 24-hour message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/f_ss_png_ee54e9aea5.webp" alt="f ss.png" width="964" height="145"><figcaption>F sentiment and message volume as of February 11 | Source: Stocktwits</figcaption></figure>One user said, “Didn't we already price in the losses stemming from the EV segment? We knew this was coming.”<stembedurl>https://stocktwits.com/LibertarianTreehugger/message/644625331</stembedurl>Another user said, “as long as they pay dividends this is a good buy If they ever reduced dividend or stop it this will be at 99 cents or under”<stembedurl>https://stocktwits.com/LOST_BUT_WON/message/644617854</stembedurl><a href="https://stocktwits.com/symbol/F">Ford’s stock</a> has risen 56% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A street-level view of the American automaker brand and official Ford car dealership in Madrid, Spain. (Photo by Xavi Lopez/SOPA Images/LightRocket via Getty Images)

Ford Stock Steadies Overnight After Huge Earnings Miss — But A Great Chinese Challenge Emerges

The carmaker guided to a broadly in-line 2026 EBIT of $8 billion-$10 billion, led by strength in commercial vehicles.

Ford Stock Steadies After Huge Earnings Miss, But BYD Threat Looms Large

How Is NIO Expanding Its Global Footprint Beyond China?

NIO expands beyond China into Europe and Asia-Pacific, testing distributor-led EV growth.

<ul class="summary-bullets"><li>BYD previewed the Song Ultra EV, a higher-powered, all-electric addition, with advanced driver-assistance features.</li><li>The Song family remains a key sales driver despite softer momentum late last year.</li><li>The teaser comes as BYD leans more heavily on overseas growth, targeting roughly 1.3 million EV sales outside China.</li></ul>BYD shares rose nearly 1% in Hong Kong after the EV maker offered a first look at the Song Ultra EV, signaling another refresh of a lineup that has long carried its domestic sales.&nbsp;<h2 class="st-heading-2">BYD Previews New Song Ultra EV&nbsp;</h2>The Song Ultra EV will be the newest addition to BYD’s Song family. Lu Tian, who oversees sales for the Dynasty lineup, posted the first image on Weibo and described it as the brand’s first B-class pure electric SUV. Details remain limited, but the model entered China’s industry regulator catalog last month, a typical step just ahead of a launch, according to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://cnevpost.com/2026/02/04/byd-teases-song-ultra-ev/">report</a> by CnEVPost.Dimension-wise, it is slightly larger than the Song L EV and brings more muscle. The Song Ultra EV uses a single-motor, rear-wheel-drive setup with up to 270 kW of power and a top speed of 210 km/h. BYD also plans to offer optional LiDAR, alongside its “God’s Eye B” driver-assistance system with Urban Navigation on Autopilot.<h2 class="st-heading-2">Song Lineup Remains a Core Sales Driver for BYD</h2>The Song series is still one of BYD’s biggest sellers, making up about 17% of group sales in 2025, or roughly 788,000 vehicles. Even so, momentum has cooled toward year-end, with December sales down 56% from a year earlier. Updating a core model like the Song is one way BYD is trying to steady volumes at home.Beyond China, BYD has been accelerating its global expansion. The company has said it is targeting a roughly&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/watch-out-tesla-byd-plans-to-boost-sales-outside-china-as-ev-push-revs-up/cmy7k8JR4WH">25% increase</a> in overseas EV sales, aiming to sell about 1.3 million vehicles outside China this year. In 2025, BYD delivered about 4.6 million vehicles globally, overtaking Tesla to become the world’s largest EV seller, helped by strong growth in exports to Europe, Southeast Asia, and Latin America.<h2 class="st-heading-2">How Did Stocktwits Users React?</h2>On Stocktwits, retail sentiment was ‘bearish’ amid ‘normal’ message volume.<figure class="image"><img src="https://news.stocktwits-cdn.com/byddf_ss_png_d171b419a0.webp" alt="byddf ss.png" width="969" height="144"><figcaption>BYDDF sentiment and message volume as of February 4 | Source: Stocktwits</figcaption></figure><a href="https://stocktwits.com/symbol/BYDDF">BYD’s U.S.-listed stock</a> has declined nearly 2% over the past 12 months.For updates and corrections, email newsroom[at]stocktwits[dot]com.

A "BYD Song PLUS DM-i" electric vehicle is displayed at a store of the listed company BYD. (Photo by Wang Qiming/VCG via Getty Images)

BYD Stock Rises In Hong Kong After Teasing Song Ultra EV In Bestselling SUV Family

Updating a core model like the Song is one way BYD is trying to steady volumes at home.

BYD Sales Slide in January Amid Rising EV Competition

BYDDY's January 2026 NEV sales fall over 30% year over year, extending a five-month slide amid EV competition.

BYD Co., Ltd. engages in the research, development, manufacture, and sale of rechargeable batteries and photovoltaic business. It operates through the following segments: Rechargeable Batteries and Photovoltaic Products, Mobile Handset Components, Assembly Service and Other Products, and Automobiles and Related Products and Other Products. The Rechargeable Batteries and Photovoltaic Products segment is involved in the manufacture and sale of lithium-ion batteries and nickel batteries, photovoltaic products, and iron batteries products for mobile phones, electric tools, and other portable electronic instruments, photovoltaic products, energy storage products, and electric vehicles. The Mobile Handset Components, Assembly Service and Other Products segment focuses on the sale of mobile handset components such as housings, electronic components, assembly services, and medical protection products. The Automobiles and Related Products and Other Products segment consists of automobiles and auto-related moulds and components and automobile leasing and after sales services, rail transport related business, and medical protection products. The company was founded by Chuan Fu Wang on February 10, 1995 and is headquartered in Shenzhen, China.

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