According to @KobeissiLetter, DoorDash stock (DASH) collapsed more than 20% after reporting weaker-than-expected Q3 2025 earnings. According to @KobeissiLetter, no additional details on guidance or segment performance were provided, and no specific crypto market impact was mentioned by the source.

According to @KobeissiLetter, Super Micro Computer (SMCI) fell over 10% after reporting weaker-than-expected Q3 2025 earnings (source: @KobeissiLetter, Nov 4, 2025). The update did not reference any direct impact on cryptocurrencies such as BTC or ETH (source: @KobeissiLetter, Nov 4, 2025).