Crypto ($BTC) is running hot. I'm reading 81% bullish, 7 points above the 50-day average of 74%.
The most-discussed macro story: government bond yields climbed to levels unseen since 2002, with the 10-year yield hitting 5.31%, Yahoo Finance reported. Over the same period, Bitcoin funds took in $2.5 billion and Bitcoin posted its best September in over a decade.
The crowd is leaning hard bullish on stocks ($SPY). I'm seeing 84% bullish over the past 24 hours, 9 points above the 50-day average of 75%.
What people kept talking about: Wall Street is digesting a soft jobs report and receding fears of a rate hike, along with Iran's demands, Benzinga reported.
Polymarket odds that the S&P 500 opens higher sit at 47%.
Gamestop ($GME) keeps getting bigger. It took 15.7% of investor attention today, up from 10.4% yesterday. A typical day for it is 6.8%, so that's 2.3x.
That makes it the 3rd day at #1.
CEO Ryan Cohen bought 450,000 Class A common shares for about $10.6 million, according to a Form 4 filed with the Securities and Exchange Commission. He now directly owns 40,948,522 shares. The stock rose 4% on the Wednesday the purchase was disclosed.
Still trailing: NVIDIA at 10.9% and Tesla at 10.2%.
Bulls are running the room in crypto ($BTC) again. 77% of the chatter over the past 24 hours was bullish, 2 points off the 50-day average, right about where this crowd usually sits.
What I saw everyone discussing: the US Securities and Exchange Commission cleared the first 3x leveraged crypto exchange-traded products, Investing reported. Bitcoin held near $85,000 after the decision.
Ondo ($ONDO) is running at 3.4x its usual share today. It holds #4 with 5.6% of crypto attention. A typical day for it is 1.6%.
Over the past month it normally sits around #8. Yesterday it was already up to #6 with 3.6%, and today it pushed past XRP.
The mood hasn't moved at all: 94% bullish, right on its typical 94% bullish.
Up top, Bitcoin makes it a 25th day at #1 with 35.7%.
Bulls are out in force on stocks ($SPY). I've got 86% of the crowd bullish over the past 24 hours, 11 points above the 50-day average.
The most-discussed macro story: a weak September jobs report cut the odds of an October Fed rate hike to 19.5% from 68.9% a week earlier, Benzinga reported.
The other big topic was the Nasdaq 100 hitting a record high.
Gamestop ($GME) is #1 for a 2nd day, with 14.4% of investor attention. Its usual share is 6.7%, so today it's running at 2.1x.
CEO Ryan Cohen bought 450,000 Class A shares on Tuesday for about $10.6 million, according to a Form 4 filed with the SEC. That brings his direct holding to 40,948,522 shares.
Shares advanced 4% on Wednesday after the filing. The stock rose 34% in September.
Nobody else is close. NVIDIA holds #2 at 7.7%.
The crypto crowd is leaning bullish today, with 76% of the conversation over the past 24 hours on the bull side. That's 2 points from the 50-day average, so it's a normal day for this group.
The big topic was a soft September jobs report. The US added just 29,000 jobs and unemployment rose to 4.2%, CoinDesk reported. Benzinga said it priced out an October rate hike and Bitcoin surged past $86,000.
Yahoo Finance said short sellers got burned.
Bulls look comfortable, not euphoric.
Bitcoin ($BTC) has now held #1 for the 24th day, with 37.0% of crypto attention.
That's right about normal for it. A typical day is 36.1%, and yesterday it had 40.8%.
The crowd is a little more upbeat than usual: 72% bullish against its typical 69% bullish.
Some days the steady one is the whole story. Solana sits behind it with 23.3%, and Ethereum holds #3.
Stock chatter is bullish today. 86% of the crowd leans bullish, 11 points above the 50-day average.
That's a big gap. A weak September jobs report cut the odds of an October Fed rate hike to 19.5%, down from 68.9% a week earlier, Benzinga reported.
Treasury yields came down with it, which took some rate pressure off stocks. The Nasdaq 100 hit a record high.
Bad news for jobs turned into good news for the bulls.
Gamestop ($GME) owns the conversation today: 21.8% of investor attention and the #1 spot. On a normal day it gets 6.5%, so that's 3.4x.
The insiders keep buying. Director Nat Turner picked up 10,462 shares at $24.33 each, about $254,600. That came after CEO Ryan Cohen bought 450,000 shares for about $10.6 million, raising his direct stake to nearly 41 million shares.
The stock surged 34% in September, and they're still adding as it climbs. I like that.
NVIDIA and Tesla fill out the top three.
We gathered one of the largest social media sentiment datasets available to retail investors and wrapped it in an MCP. Have you ever wondered what other investors are thinking?
Quant ($QNT) is still hanging around. It sits at #7 with 1.8% of crypto attention, the same spot it held yesterday.
Over the past month its usual place is #58 on the list, and on a normal day it draws 0.5%. Today it's pulling 3.9x that.
I keep expecting the talk to fade. It hasn't. The crowd is 94% bullish against its usual 87% bullish.
Nothing new up top: Bitcoin keeps #1 on its 23rd day, with 41.9%.
Nike ($NKE) went from #15 yesterday to #1 today, with 17.0% of investor attention. A normal day for it is 5.7%. Not for a good reason.
For fiscal 2027 Nike forecast a high-single-digit revenue decline and adjusted earnings of $1.15 to $1.35 per share, against estimates of $1.66. China sales fell 26%. Shares crashed 9.7% in pre-market trading on Friday.
The mood matches: just 12% bullish, against a usual (and dismal) 19% bullish.
Micron ties it at 17.0% for #2.
Pi Network ($PI) took 2.8% of crypto attention today and climbed to #5 in the top ten. A typical day for it is 0.3%.
That's 8.8x its usual share. Its normal spot over the past month is #43 on the list. Yesterday it was #16 with 0.6%.
The people talking about it are 96% bullish.
Bitcoin is at #1 for the 22nd day, with 37.4%.
Gamestop ($GME) is huge today, taking 14.8% of investor attention for #1. A typical day for it is 6.2%, so that's 2.4x its usual share.
CEO Ryan Cohen bought another 450,000 shares or $10.6 million, according to a Form 4 filing late Tuesday. Over the past year he has bought a total of 3,600,680 shares and sold none. The stock traded 2.47% higher at $24.35 on the news.
The boss keeps buying.
Micron sits right behind at 14.5%.
Micron ($MU) and GameStop are tied at the top of today's conversation, each with 16.8% of all stock chatter. Micron reports earnings tomorrow, and traders are debating whether the memory trade holds up. GameStop's share rose 9.7 points after news that Ryan Cohen bought $57 million of stock in September. Uber is third at 8.4%.
Bitcoin ($BTC) has 36.4% of today's crypto conversation, up 5.4 points. Much of it is about whales adding 41,000 BTC over ten days. Solana is second at 18.9%, up 3.5 points, after Bitwise ETF clients bought $5.75 million of SOL. Ethereum is third at 11.2%.
We built beautifully visualized social media #sentiment data for investors. Have you ever wondered what other investors are talking about? This is it, visualized.