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Moonlake Immunotherapeutics operates as a clinical-stage biotechnology company. It offers tri-specific Nanobody, Sonelokimab to address significant unmet needs in inflammatory skin and joint diseases. The company was founded by Kristian Reich, Jorge Santos da Silva, and Arnout Ploos van Amstel in 2021 and is headquartered in Zug, Switzerland.

MoonLake Immunotherapeutics - Ordinary Shares - Class A

MoonLake Immunotherapeutics

MoonLake Immunotherapeutics is trending amid anticipation for upcoming data presentations at the Skin Disease Symposium in NYC, with discussion focused on the potential of their SLK drug and speculation around institutional investment. Community members are highlighting the possibility of a short squeeze and a return to previous highs, while also noting an upcoming FDA meeting as a key catalyst. The discussion also includes speculation about a potential buyout, given the company's promising pipeline and recent financial activity.

Circle Internet Group, Inc. is a financial technology company that enables businesses of all sizes to harness the power of digital currencies and public blockchains for payments, commerce and financial applications worldwide. The company was founded by Jeremy J. Allaire and Patrick Sean Neville in August 2013 and is headquartered in New York, NY.

Circle Internet Group Inc. - Ordinary Shares - Class A

Circle

CRCL is trending as the community anticipates upcoming earnings and considers the potential impact of an expiring IPO lockup period. Discussions revolve around whether the stock is currently oversold, presenting a buying opportunity, or if insider selling will create further downward pressure. Some traders highlight the potential of stablecoins while others express concerns about competition and regulatory hurdles.

Anavex Life Sciences Corp. is a clinical stage biopharmaceutical company, which engages in the development of different therapeutics for the treatment of neurodegenerative and neurodevelopmental diseases. Its lead compound, ANAVEX2-73, is being developed to treat Alzheimer's and Parkinson's disease and central nervous system diseases, including Rett syndrome. The company was founded by Harvey Lalach and Athanasios Skarpelos on January 23, 2004 and is headquartered in New York, NY.

Anavex Life Sciences Corporation

Anavex Life Sciences Corp

AVXL is trending as investors await a key decision from the EMA regarding Blarcamesine, with community members highlighting the drug's potential advantages over existing treatments. Discussions revolve around approval odds, potential market impact, and the significance of the upcoming oral explanation. Some traders express concerns over market manipulation and recent price drops, while longs remain optimistic about the drug's prospects and potential short squeeze.

JD.com, Inc. is a technology-driven E-commerce company, which engages in the sale of electronics products and general merchandise products, including audio, video products, and books. It operates in the following segments: JD Retail, JD Logistics, and New Businesses. The JD Retail segment offers online retail, online marketplace, and marketing services. The JD Logistics segment includes internal and external logistics businesses. The New Businesses segment is composed of JD Property, Jingxi, overseas businesses and technology initiatives. The company was founded on June 18, 1998, by Qiang Dong Liu and is headquartered in Beijing, China.

JD.com Inc - ADR

JD.com is trending as investors discuss the potential impact of upcoming earnings and a possible trade deal between the U.S. and China. Community sentiment appears mixed, with some expressing frustration over the stock's performance while others remain optimistic about its long-term value and potential for a gamma squeeze. Discussions also include the company's investments in AI, robotics, and expansion into the EV market.

Nebius Group NV is a technology company that provides infrastructure and services to AI builders worldwide. It offers Nebius AI, an AI-centric cloud platform provides full-stack infrastructure, including large-scale GPU clusters, cloud services, and developer tools. The company also operates through specialized brands: Toloka AI, which partners in data for generative AI development; TripleTen, an edtech platform focused on re-skilling individuals for tech careers; and Avride, which develops autonomous driving technology. Nebius Group was founded by Elena Kolmanovskaya, Ilya Segalovich, Mikhail Fadeev, and Arkady Volozh in 1989 and is headquartered in Amsterdam, the Netherlands.

Nebius Group N.V. - Ordinary Shares - Class A

Nebius Group N.V. 

NBIS is trending as investors digest news of a potential equity distribution program, leading to concerns about dilution despite strong growth projections. Community discussion revolves around whether the dip presents a buying opportunity or signals a longer-term correction in the AI data center sector. Some traders are expressing concerns about the company's profitability and debt levels, while others maintain confidence in its long-term potential due to major deals and sold-out capacity.

JasmyCoin is based on the ERC 20 standard. The token can also be used by an unspecified number of individuals and businesses to transfer tokens using digital devices as proof of value exchange or payment for services. By not limiting its usability, the token can have a wide range of purposes.

JasmyCoin

JasmyCoin is trending amidst discussions about its relationship with the newly launched Janction (JCT) token, with some community members debating whether JCT's creation benefits or detracts from JASMY. Some believe JCT expands the Jasmy ecosystem and drives demand, while others fear it signals a shift away from JASMY. Despite the divided opinions, the high volume and trending status indicate significant interest in the project's future.

The Walt Disney Co. engages in the business of international family entertainment and media enterprise. It owns and operates television and radio production, distribution and broadcasting stations, direct-to-consumer services, amusement parks, and hotels. It operates through the following business segments: Disney Entertainment, ESPN, and Disney Parks, Experiences, and Products. The company was founded by Walter Elias Disney on October 16, 1923 and is headquartered in Burbank, CA.

Walt Disney Co (The)

Walt Disney Co

Disney is trending as investors anticipate earnings results, with the community focusing on potential growth catalysts like streaming profitability and theme park performance. Bullish sentiment is fueled by technical indicators suggesting a potential breakout, while some remain cautious due to past performance and broader market conditions. Discussions also include Disney's content strategy and its relationship with streaming platforms like YouTube TV.

Ondas Holdings, Inc. engages in the development, marketing, and sale of wireless radio systems for secure, wide area mission-critical business-to-business networks. It operates through the Ondas Networks and Ondas Autonomous Systems segments. The Ondas Networks segment provides wireless connectivity solutions enabling mission-critical Industrial Internet applications and services. The Ondas Autonomous Systems segment designs, develops, and markets commercial drone solutions via the Optimus System and Scout System. The company was founded on December 22, 2014 and is headquartered in Boston, MA.

Ondas Holdings Inc

ONDS is trending as investors discuss its recent acquisitions, potential government contracts, and upcoming earnings report, anticipating significant growth in the drone defense sector. The community is focused on the company's strategic positioning within the defense industry, particularly its relationships with Rafael and its expanding capabilities in counter-UAS technology. Bullish sentiment is fueled by expectations of positive guidance and potential catalysts related to government spending and new partnerships.

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

AST SpaceMobile is trending as investors await the company's earnings report and business update, with community focus on potential catalysts such as updates on launch schedules and government contracts. Recent analyst ratings upgrades have boosted some confidence, while others express concern over delays and the company's cash burn rate. Discussions also involve the competitive landscape within the space-based telecommunications sector.

BigBear.ai Holdings, Inc. engages in data-driven decision dominance and advanced analytics that provide its customers with a competitive advantage in a world driven by data that is growing in terms of volume, variety, and velocity. The firm operationalizes artificial intelligence and machine learning at scale through its end-to-end data analytics platform. It deploys its observe, orient and dominate products to customers throughout the defense, intelligence, and commercial markets. The company was founded in 2020 and is headquartered in McLean, VA.

BigBear.ai Holdings Inc

BigBear.ai (BBAI) is trending as discussions revolve around its recent Q3 earnings and acquisition of Ask Sage, which is expected to bolster its AI capabilities for defense and national security. Community members are drawing comparisons to Palantir ($PLTR), speculating on potential government contracts, particularly with the government possibly re-opening soon. Positive sentiment is building around BBAI's future growth and potential for a short squeeze.

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Is SoftBank's Nvidia Stake Sale a Strategic Shift? AI ETF Theme Wins

SoftBank pivots from Nvidia to OpenAI, signaling confidence in AI's next wave. ETFs like CHAT, BOTZ & AIQ stand to gain from this strategic shift.

<ul class="summary-bullets"><li>The Fed official said the wave of data center investment points to signs of confidence that AI use at scale across the economy is imminent.</li><li>Barr acknowledged the increasing adoption of AI in the financial sector.</li><li>However, he conceded that ensuring AI is appropriately used poses a challenge.</li></ul>Federal Reserve Governor Michael Barr said that artificial intelligence (AI) could boost productivity and output without triggering long-term inflation, even as he warned that the wave of AI-driven capital spending may be outpacing demand. Speaking at the Singapore Fintech Festival on late Tuesday, he delved into the transformational potential of artificial intelligence (AI).<h2 class="st-heading-2">AI – Necessary But Risky</h2>Referring to the wave of data center investment that has begun, Barr said it pointed to signs of confidence among leading AI companies that the use of AI at scale across the economy is imminent.&nbsp; “If they're right and AI is useful enough to keep what is currently projected to be $3 trillion of new data center capacity utilized effectively, we can expect significant changes in economies.”According to the Fed official, capital spending generally raises labor productivity and offers the potential for higher output growth without stoking inflationary pressure in the longer term.&nbsp;However, Barr also highlighted the risk that is now at the forefront of investors' minds. “It may be the case instead that investment exceeds short-term demand, in which case there may be losses and adjustments to the AI sector.”Mainstream banks and hedge fund investors have stepped up the rhetoric about an AI bubble bursting, especially as big tech companies invest massive amounts of money in AI infrastructure. Short seller Michael Burry, who recently emerged from a nearly two-year social media sabbatical, has been&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/did-michael-burry-just-say-he-s-not-wrong-about-his-big-ai-short/cLPI86JRE5h">issuing warnings</a> front and center about an imminent crash.<h2 class="st-heading-2">Investor Optimism Is Still High</h2>Despite the apprehensions, investors continue to stay invested in AI names. The&nbsp;<a href="https://stocktwits.com/symbol/AIQ">Global X Artificial Intelligence &amp; Technology ETF (AIQ)</a> and the&nbsp;<a href="https://stocktwits.com/symbol/QQQ">Invesco QQQ Trust (QQQ)</a> ETF have gained about 34% and 22%, respectively, year-to-date. AI darling Nvidia’s stock is up about 44%.<h2 class="st-heading-2">AI In The Financial Sector, Central Banking</h2>Barr&nbsp;also&nbsp;acknowledged the increasing adoption of AI in the financial sector, but ensuring that AI is used appropriately poses a challenge. He recognizes the need for substantial organizational changes in the financial services industry to utilize generative AI (GenAI) effectively. Additionally, the central bank official expects practical constraints of ensuring that the resulting processes and outcomes are consistent with relevant laws and appropriate risk management.Barr said the Fed has focused on ensuring that it can leverage AI capabilities by establishing an AI program and governance framework for the use of AI technologies. “Given AI's current and prospective role in economic activity, we are devoting the necessary resources to understanding it, including by analyzing not only AI's economic and financial implications, but also exploring how AI can enhance our financial stability work, strengthen supervisory and regulatory capabilities, and ensure the smooth functioning of our payment systems.”For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:<a href="https://stocktwits.com/news-articles/markets/equity/nasdaq-on-track-to-rebound-as-qqq-spy-futures-rise/cLPIpRuRE5K"> Nasdaq On Track To Rebound As QQQ, SPY Futures Rise — Analyst Flags 2 Tailwinds That’s Showing ‘No Signs Of Slowing Down’</a>

 Michael Barr, Vice Chair for Supervision, Board of Governors of the Fed, listens during a House Committee on Financial Services Hearing on November 15, 2023, in Washington, D.C. 

Fed’s Michael Barr Says AI Has Potential To Raise Output Without Stoking Long-term Inflation But Warns About Perils Of Excessive Capex 

As has been the case with any new technology, AI adoption across the economy presents both opportunities and challenges, according to a Fed official.

Equity

As has been the case with any new technology, AI adoption across the economy presents both opportunities and challenges, according to a Fed official.


<ul class="summary-bullets"><li>Burry is credited with predicting the 2008 housing market collapse, which was caused by the subprime mortgage crisis.</li><li>In a late October post, he flagged a bubble and said, “Sometimes, the only winning move is not to play.”</li><li>Some social-media users believe Burry’s call is early this time around.&nbsp;</li></ul>Michael Burry, the “Big Short” fame investor, who has been creating ripples with his comments on artificial intelligence (AI) spending since last week, offered more fodder to jittery investors late Tuesday.The Scion Asset Management founder sent&nbsp;<a href="https://stocktwits.com/symbol/NVDA">Nvidia stock</a> down 4% last week when his firm disclosed a short position in the AI frontrunner.&nbsp;<h2 class="st-heading-2">Past Results Indicative Of Future?</h2>Burry posted a picture of&nbsp;his character, played by Christian Bale in the 2015 American biographical comedy drama film “The Big Short”, lying down with sheaves of organized papers strewn around. Captioning the post, he said, “Me then, me now. Oh well.&nbsp;It worked out. It will work out.”<img src="https://news.stocktwits-cdn.com/Screenshot_2025_11_12_at_2_50_00_AM_png_016f17e5a2.webp" alt="Screenshot 2025-11-12 at 2.50.00 AM.png">The post has since been reposted 1,000 times and liked by nearly 10,000 followers, garnering 9,600 comments.&nbsp;The still is from a scene in which a troubled Burry grows restless over his short bet against subprime mortgages, a decision that eventually triggers the Great Financial Crisis, though its consequences unfold slowly.Burry was&nbsp;likely referring to his past success in accurately predicting the 2008 housing market collapse, which was caused by the subprime mortgage crisis. Betting against the housing market, he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.marketcalls.in/trading-lessons/how-michael-burry-survived-a-two-year-drawdown-before-his-100-million-win.html">made</a> $100 million for himself and an additional $725 million for investors. He reportedly spotted the brewing crisis as early as 2003.&nbsp;<h2 class="st-heading-2">Can Burry Keep His Track Record Intact?</h2>This time around, after a nearly two-year sabbatical, Burry began posting on X in late October. He flagged a bubble and said, “Sometimes, the only winning move is not to play.” He followed up with another post on Nov. 3, discussing how the telecom industry experienced a shakeout after the end of a capital cycle in the early 2000s.Then came a more explicit post with illustrations comparing capital spending growth and revenue growth, as well as the circular AI deals that have begun to pick up pace. This Monday, he posted about hyperscalers, specifically naming Oracle and Meta, potentially inflating earnings by extending the useful life of assets. "More details coming November 25th. Stay tuned!" he said while ending the post.<h2 class="st-heading-2">Social-Media Reacts</h2>While some social-media users opposed his views, others sided with him. One user noted that the housing crisis differs from the current AI bubble. "Homeowners that can’t afford their house payments and banks failing is very different than deep-pocketed long-term tech investors making bets on the future.”Another said the AI bubble hasn’t even begun to inflate. They expect the AI bubble to inflate for several years, helped by the favorable macroeconomic environment.Echoing a similar sentiment, another user said, “Democratization of markets and the general public having access to margin and derivatives has given the balloon more air.”&nbsp; A third user said, "Might be time to change from bubble to ‘not wrong just early.’”For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/arry-tentarelli-shrugs-off-soft-bank-michael-burry-trades-as-having-zero-impact-on-ai-stock/cLPIVpBRE5O">Longtime Nvidia Bull Larry Tentarelli Shrugs Off SoftBank, Michael Burry Trades As Having 'Zero Impact’ On AI Stock</a>

Michael Burry attends "The Big Short" New York premiere at Ziegfeld Theater on November 23, 2015 in New York City. 

‘It Will Work Out:’ Did Michael Burry Just Say He’s Not Wrong About His Big AI Short? 

 Burry continued to issue warnings about the AI bubble potentially deflating, but social media users held mixed views.

<ul class="summary-bullets"><li>Chanos said CoreWeave’s margins were contracting, despite the CEO’s claim that the company was achieving renewals within 5% of the original contract price when the Nvidia H100 clusters came off contract.&nbsp;</li><li>Following Q3 disappointment, the company received a raft of price target cuts from Wall Street firms, with the new estimates ranging from $99 to $160.</li><li>Retail, however, wasn’t willing to throw in the towel yet, pledging allegiance to the stock.</li></ul>CoreWeave, Inc. (CRWV) stock slumped 16% in Tuesday’s regular session after the artificial intelligence (AI) company lowered its guidance, citing a delay at one of its third-party data center partners. Short seller Jim Chanos, however, flagged a far deeper issue with the company, which counts Nvidia among its partners.Chanos, the founder of Kynikos Associates, shot to fame by predicting the collapse of energy company Enron before it filed for bankruptcy in 2001.<h2 class="st-heading-2">Chanos Raises Red Flags</h2>Posting on X on Tuesday, Chanos said even with a longer depreciable life, CoreWeave’s third-quarter numbers suggest the company is barely profitable. Working out the math, the short seller noted that the company’s annualized adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) is $3.4 billion and annualized interest is $1.2 billion. And he assumed a&nbsp;"generous" 10-year lifetime for the GPUs, with an estimated value of $20 billion.Chanos had previously weighed in on the issue in a series of posts on X in October. When CoreWeave CEO Michael Intrator was asked by Jim Cramer about “rapid asset obsolescence” during an interview, he stated that his customers were willing to rent GPUs for 6 or 7 years. Using the $19.1 billion in capital employed by the company during the second quarter, and using the high end of Intrator’s useful life estimate, yielded a 0% return on invested capital (ROIC), Chanos had said.&nbsp;On Tuesday, Chanos referred to Intrator’s comments on the third-quarter earnings call, specifically about customers receiving a renewal within 5% of the original contract price when the Nvidia H100 clusters come off contract. He pointed out that, despite that, margins were contracting.<h2 class="st-heading-2">Broader Industry Malaise?</h2>Chanos’ CoreWeave-specific rant echoes the recent commentary of Scion Asset Management founder Michael Burry on AI hyperscalers.&nbsp; According to Scion’s 13F report, the firm made massive short bets against AI darlings Nvidia and Palantir. Burry also posted a few times on X, raising an alarm about an AI bubble forming.&nbsp;As recently as Monday, Burry called extending the useful life of assets that artificially boost earnings as one of the more common frauds of the modern era. “Massively ramping capex through purchase of Nvidia chips/servers on a 2-3 yr product cycle should not result in the extension of useful lives of compute equipment.” According to his estimates, hyperscalers will likely understate depreciation by $176 billion over 2026-2028. This would&nbsp;inflate Oracle's earnings by nearly 27% by 2028 and Meta’s by about 21%,&nbsp;according to Burry.&nbsp;He also&nbsp;promised more insights&nbsp;on Nov. 25SoftBank’s (SFTBY) CEO Masayoshi Son, who prides himself as an AI evangelist, shocked the market on Tuesday by disclosing that the investment holding company has cashed out of its Nvidia holdings. This sent the stock tumbling by about 3% on Tuesday.<h2 class="st-heading-2">Retail Backs CoreWeave To Hilt</h2>Despite the AI pessimism and doubts regarding CoreWeave’s balance sheet, retail users of the Stocktwits platform were ‘extremely bullish’ on the stock, and the message volume also remained ‘extremely high.’An ongoing Stocktwits&nbsp;<a href="https://stocktwits.com/StocktwitsPolls/message/635787227">poll</a> asking users what they were doing with CoreWeave stock found that 37% stayed on the sidelines, 35% bought more, and 12% were holders. Only 16% said they were selling or trimming.Despite Tuesday’s plunge, CoreWeave stock is up about 120% this year. On Tuesday, the company received a raft of price target cuts from Wall Street firms, with the new estimates ranging from $99 to $160, according to summaries of notes available on the Fly. JPMorgan downgraded the stock, citing supply chain pressure. But most analysts flagged the stock as a long-term opportunity.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/amd-retail-traders-see-fomo-boost-for-stock-after-ceo-lisa-su-presents-rosy-outlook/cLPIS8BRE5d">AMD Retail Traders See ‘FOMO’ Boost For Stock After CEO Lisa Su Presents Rosy Outlook On AI-Driven ‘New Era Of Growth’</a>

James Chanos, President and Founder of Kynikos Associates Ltd., speaks during the 2010 Buttonwood Gathering sponsored by The Economist magazine in New York, on Tuesday, October 25, 2010. 

Short Seller Who Predicted Enron’s Collapse Joins Michael Burry In Sounding AI Alarm — Flags Cracks In CoreWeave’s Balance Sheet

Hedge fund manager Jim Chanos has warned that CoreWeave may only be barely profitable, even assuming a longer useful lifetime for its GPU clusters.

<ul class="summary-bullets"><li>According to Fiscal.ai-compiled consensus, Nebius is expected to report a loss per share of $0.52 and revenue of $155.73 million for the third quarter.</li><li>The company inked a $17.4 billion deal with Microsoft in September to provide dedicated data center capacity.</li><li>Following the deal, Northland analysts added Nebius stock to the "Top Pick" group.</li></ul>Dutch artificial intelligence (AI) infrastructure company Nebius Group N.V.’s (NBIS) stock saw a pick-up in retail chatter on the Stocktwits platform ahead of its quarterly results.In Tuesday’s early premarket,&nbsp;<a href="https://stocktwits.com/symbol/NBIS">Nebius stock</a> slipped about 1%.<h2 class="st-heading-2">Nebius Retail’s Cautiously Optimistic</h2>On Stocktwits, retail sentiment toward Nebius stock was ‘neutral’ as of early Tuesday, but the message volume stayed at ‘high’ levels.<figure class="image"><img style="aspect-ratio:683/60;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_11_at_5_00_32_AM_png_105d72bcee.webp" alt="Screenshot 2025-11-11 at 5.00.32 AM.png" width="683" height="60"><figcaption>NBIS sentiment and message volume as of 5 a.m. ET, Nov. 11 | source: Stocktwits</figcaption></figure>Retail users of the platform expressed apprehension after a&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/core-weave-stock-slides-after-guidance-cut/cLPdBY1RE2s">guidance cut&nbsp;</a>from peer CoreWeave (CRWV) on Monday. “Just can't see what they can say that will get it to pop much. Gonna have to be perfect execution and surprisingly high guidance,” they said. “This team is conservative. They won't do that IMHO.”<stembedurl>https://stocktwits.com/cleanair/message/635704430</stembedurl>Another user, who identified themselves as a bull, said they would buy any post-earnings dip but hoped that the stock would gap up on a potential double beat.<stembedurl>https://stocktwits.com/vulcaninvestor/message/635696391</stembedurl><h2 class="st-heading-2">What Analysts Expect From Nebius’ Q3 Print</h2>According to Fiscal.ai-compiled consensus, Nebius is expected to report a loss per share of $0.52 and revenue of $155.73 million for the third quarter.On Monday, CICC analysts initiated Nebius with an ‘Outperform’ rating and a $143 price target, the Fly reported.Much of the company’s stock gain reflected optimism over the $17.4 billion deal Nebius announced with Microsoft in early September. Under the agreement, Nebius would provide Microsoft with dedicated capacity from its new data center in Vineland, New Jersey.&nbsp;Following the deal, Northland analysts stated that the announced terms will likely result in approximately $3.5 billion of average recurring revenue (ARR) when the full run rate is achieved, according to Fly. This compares to the midpoint $1 billion ARR guidance for calendar year 2025. The firm maintained an ‘Outperform’ rating on Nebius shares and raised the firm's price target to $206 from $77. It also elevated the stock to the analyst's "Top Pick” status.During the quarter, the company unveiled Nebius Token Factory. This production inference platform enables vertical AI companies and digital enterprises to deploy and optimize open-source and custom models at scale and with enterprise-grade reliability and control.Nebius' stock has gained nearly 300% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/soft-bank-s-masayoshi-son-exits-nvidia-after-open-ai-bet-powers-q2/cLPdlkbREPe">SoftBank’s Masayoshi Son Exits Nvidia, After OpenAI Bet Powers Q2 Outperformance</a>

In this photo illustration, the Nebius logo is seen displayed on a smartphone screen. 

Nebius Retail Traders Brace For Q3 Report After Stock's 300% Rally This Year – Retail Cautious After CoreWeave Warning

Nebius retail following showed optimism interlaced with caution ahead of the quarterly report due Tuesday, just before the market opening.

<ul class="summary-bullets"><li>CEO Michael Intrator said CoreWeave’s position as the essential cloud for AI has never been stronger.</li><li>The company shrugged off a delay and clarified that the affected customer has agreed to adjust the delivery schedule to preserve the total value of the original agreement.</li><li>CoreWeave stock has gained nearly 170% this year.</li></ul>CoreWeave, Inc. (CRWV) shares fell over 6% in Monday’s extended session after the artificial intelligence (AI) infrastructure company reduced its guidance, citing a delay at one of its third-party data center providers. Despite the adverse investor reaction, retail traders’ sentiment toward&nbsp;<a href="https://stocktwits.com/symbol/CRWV">CoreWeave stock</a> improved appreciably following the quarterly print.&nbsp;<h2 class="st-heading-2">CoreWeave Q3 Earnings Snapshot</h2>CoreWeave CEO Michael Intrator touted record third-quarter fiscal year 2025 revenue and a revenue backlog that nearly doubled to $55.6 billion. The executive said, “Our performance reflects disciplined execution across every part of our business, from scaling infrastructure and expanding capacity to deepening customer relationships and advancing our software and services.”“CoreWeave’s position as the essential cloud for AI has never been stronger as we drive growth through focus and innovation to power the next generation of AI.”The key third-quarter metrics are as follows:-Adjusted loss per share: $0.22 versus $0.36 consensus loss estimate (Fiscal.ai)-Revenue: $1.37B vs. $1.28B consensusThe quarterly loss per share narrowed significantly from the year-ago loss of $1.82 per share. CFO Nitin Agrawal attributed the strong revenue to robust customer demand and strong execution, according to the transcript of Koyfin's earnings call. The adjusted earnings before interest, taxes, depreciation, and amortization (EBITDA) margin contracted year over year (YoY) to 61% from 65%.During the earnings call, CoreWeave’s Intrator stated that, as of the third quarter, no single data center provider accounted for more than approximately 20% of its contracted portfolio.<h2 class="st-heading-2">CoreWeave’s Outlook</h2>Announcing the guidance on the call, Agrawal said the company plans to bring online some of its largest-scale deployments to date. This would have a near-term impact on adjusted operating margin, he said. The company expects 2025 capital expenditure (Capex) to be in the range of $12 billion to $14 billion, down from the previous outlook of $20 billion to $23 billion. The company attributed the reduction mainly to the delay of the third-party data center client.&nbsp;CoreWeave guided full-year revenue to a range of $5.05 billion to $5.15 billion, down from the previous guidance of $5.15 billion to $5.35 billion, and adjusted operating income to be between $690 million and $720 million, also down from the prior outlook of $800 million to $830 million. The company attributed the delays in the power shell delivery, associated with the third-party data center provider, to the anticipated shortfall. The delay will also impact fourth-quarter results.“These delays are temporary, and……the affected customer has agreed to adjust the delivery schedule to preserve their capacity for the full duration and the total value of the original agreement,” Agrawal said. The company expects to end the year with over 850 megawatts of active power.<h2 class="st-heading-2">What Retail Feels About CoreWeave Stock&nbsp;</h2>On Stocktwits, retail sentiment toward CoreWeave stock shifted to ‘extremely&nbsp;bullish’ as of late Monday, from ‘bearish’ a day ago. The message volume also perked up to ‘extremely high’ levels, with the retail chatter jumping nearly 4,000% over the 24 hours leading up to late Monday.<figure class="image"><img style="aspect-ratio:679/61;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_10_at_9_46_40_PM_png_f0433a2520.webp" alt="Screenshot 2025-11-10 at 9.46.40 PM.png" width="679" height="61"><figcaption>CRWV sentiment and message volume as of 9:45 p.m. ET, Nov. 10 | source: Stocktwits</figcaption></figure>A bullish watcher noted that the operating margin miss also weighed on the stock, as they reshared another user's comment lamenting the $3.2 billion in market cap erosion in the after-hours due to the guidance reduction.<stembedurl>https://stocktwits.com/kev100/message/635686521</stembedurl>Some also opined that the company should not have announced the&nbsp;delay, as it would still meet the guidance anyway, as it always does.<stembedurl>https://stocktwits.com/StallionInvestments/message/635686273</stembedurl>Another user saw the post-earnings dip as a “generational” buying opportunity.<stembedurl>https://stocktwits.com/StallionInvestments/message/635686222</stembedurl>CoreWeave stock, which has traded in a 52-week range of $33.5 to $187, ended Monday’s session up 1.54% at $105.61.CoreWeave stock has gained nearly 170% this year.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tesla-chair-declares-start-of-whole-new-book-as-musk-s-423-million-share-award-is-locked-in-all-hope-pinned-on-robotaxi-optimus/cLPdexsRE2p">Tesla Chair Declares Start Of 'Whole New Book' As Musk's 423 Million Share Award Is Locked In — All Hope Pinned On Robotaxi, Optimus</a>

In this photo illustration, the logo of AI cloud-computing startup CoreWeave is displayed on a smartphone screen on May 16, 2025 in Suqian, Jiangsu Province of China. 

 CoreWeave Stock Slides After Guidance Cut — But Retail Traders Sniff ‘Generational’ Buying Opportunity

The AI infrastructure company reported record revenue, and its revenue backlog at the end of the quarter nearly doubled.

<ul class="summary-bullets"><li>OpenAI has expanded infrastructure through major deals with AWS, Microsoft Azure, CoreWeave, and Oracle in 2025.</li><li>It has also secured supply agreements with Nvidia and AMD to build out its compute power.</li><li>The company projects profitability by 2029, with revenues exceeding $200 billion by 2030.</li></ul>Jim Cramer on Monday said that there is market chatter about “cracks” in the data center trade and that a slowdown may be on the horizon.&nbsp;The CNBC ‘Mad Money’ host indicated that&nbsp;on&nbsp;one end, rapid advancements in AI, particularly initiatives like OpenAI, underpin strong demand forecasts, and on the other, elevated development costs, power constraints, and oversupply risks loom. “The fact is that the spend is strong, the bulls just want OpenAI to spend within its means. But it doesn't seem to have enough,” he said in a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/jimcramer/status/1987851614015680660">post</a> on X.<figure class="image"><a class="st-link-external" href="https://x.com/jimcramer/status/1987851614015680660" target="_blank" rel="noopener noreferrer nofollow"><img style="aspect-ratio:459/190;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_10_082015_png_ff9c20a2a5.webp" alt="Screenshot 2025-11-10 082015.png" width="459" height="190"></a><figcaption>@jimcramer/X</figcaption></figure>On Stocktwits, retail sentiment around <a href="https://stocktwits.com/symbol/OPENAI">OpenAI</a>, which is not a publicly traded stock, was in the ‘bearish’ zone on Monday morning.&nbsp;<h2 class="st-heading-2">OpenAI Pushes For Compute In 2025</h2>In a push to expand its computing power, OpenAI has rapidly expanded its infrastructure and strategic partnerships in 2025. The company&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/openai-partners-with-aws-in-38-b-cloud-pact-using-nvidia-gpus/cL2N46zR3zZ">signed</a> a $38 billion, seven-year cloud contract with Amazon Web Services (AWS), securing scalable access to Nvidia (NVDA) GPUs for training large language models.&nbsp;To diversify capacity, OpenAI&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/coreweave-deepens-openai-ties-with-6-point-5-billion-deal/chDlX75R34q">inked</a> a $22.4 billion multi-phase deal with CoreWeave (CRWV), a specialized AI data center operator, while a $300 billion, five-year arrangement with Oracle (ORCL)&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/openai-oracle-softbank-announce-5-new-us-data-center-sites/chDKVgTR3d4">supports</a> new AI data centers across multiple U.S. states.Leading chipmakers have also partnered closely with OpenAI. Nvidia is expected to&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/nvidia-plans-100-billion-investment-to-build-10-gw-network-with-openai/chDQM6aR32p">invest</a> up to $100 billion incrementally, integrating AI-specific GPUs through the Vera Rubin platform. Advanced Micro Devices (AMD)&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/should-nvidia-worry-about-amd-s-open-ai-deal-retail-traders-weigh/ch6P2omR3WX">signed</a> a $90 billion agreement to supply GPUs, with warrants granting OpenAI potential ownership of up to 10%.Earlier this year, OpenAI raised $40 billion at a $300 billion valuation, followed by a $10 billion employee share sale valuing the company at $500 billion. Despite an estimated $8 billion cash burn in 2025, OpenAI projects profitability by 2029, with revenues exceeding $200 billion by 2030.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/open-ai-reportedly-exploring-consumer-healthcare-push-with-ai-assistants-and-data-tools/cLPcLr2REcy">OpenAI Reportedly Exploring Consumer Healthcare Push With AI Assistants And Data Tools</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

Jim Cramer visits the New York Stock Exchange opening bell at New York Stock Exchange on August 3, 2016 in New York City. (Photo by Noam Galai/Getty Images)

Jim Cramer Warns Of Potential ‘Cracks’ In AI Data Center Market

Cramer suggested that although investment demand is high, investors feel OpenAI is spending beyond its means.

<ul class="summary-bullets"><li>The management disclosed on the call that it is nearly fully integrated with two tech platform giants to offer our voice ordering to their many millions of users.</li><li>Retail chatter on the SoundHound stream climbed nearly 700% over the seven days leading up to late Sunday.</li><li>The stock's short interest is fairly elevated at 25.20%, positioning it well for a short-squeeze-driven rally.&nbsp;</li></ul>SoundHound AI, Inc. (SOUN) attracted brisk retail chatter on Stocktwits as traders continued to discuss the conversational artificial intelligence (AI) company’s quarterly results, released last week, and the comments made by management during the earnings call.Notwithstanding the better-than-expected fiscal year&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/sound-hound-stock-climbs-after-big-earnings-beat/cL2vKJbRER6">third-quarter results</a> and the guidance hike for the full year,&nbsp;<a href="https://stocktwits.com/symbol/SOUN">SoundHound</a> stock ended Friday’s session down 0.63%, pulling back along with the broader market.<h2 class="st-heading-2">SoundHound On Track To Bounce Big</h2>In overnight trading, SoundHound stock was up&nbsp;by more than 6%, according to Yahoo Finance. Retail sentiment toward the stock remained ‘extremely bullish’ as of early Monday, and the message volume on the stream was ‘extremely high.’<figure class="image"><img style="aspect-ratio:679/63;" src="https://news.stocktwits-cdn.com/Screenshot_2025_11_10_at_1_22_27_AM_png_30d15be7f1.webp" alt="Screenshot 2025-11-10 at 1.22.27 AM.png" width="679" height="63"><figcaption>SOUN sentiment and message volume as of 1:20 a.m. ET, Nov. 10 | source: Stocktwits</figcaption></figure>Retail chatter on the SoundHound stream climbed nearly 700% over the seven days leading up to late Sunday. The number of followers of the stock on the platform has more than doubled this year.A bullish watcher said they expected a “massive deal” to be in the offing. “Just the mere adoption by tech giants says a lot about SoundHound’s capabilities! So incredibly bullish,” they said.&nbsp;<stembedurl>https://stocktwits.com/Ibiolegends/message/635554404</stembedurl>On the earnings call, CEO Keyvan Mohajer said, “We are nearly fully integrated with two tech platform giants in order to offer our voice ordering to their many millions of users. Going live to consumers is now imminent with more to come on this opportunity.”The executive called this “proof point” for its technology, “that is ready for mass adoption even by big tech.”&nbsp;Another user said they expected the stock to climb to at least $26 by the year-end. Thanks to a nearly 800% rally in 2026, SoundHound hit an all-time high of $24.98 on Dec. 26.<stembedurl>https://stocktwits.com/UnstoppableTrading/message/635554238</stembedurl><h2 class="st-heading-2">Analyst Impressed With Deal Traction</h2>Following the quarterly results, Pipe Sandler analysts raised their price target to $15 from $12, citing a large IoT win as a notable highlight. The deal underscores the company's traction with APAC customers, the analysts said. Piper Sandler, however, has a ‘Neutral’ rating on the stock.Out of the eight analysts tracking the stock, five have ‘Buy’ ratings, while three were ‘Neutral,’ according to Koyfin. The average price target for SoundHound stock is $16.56, implying over 17% upside. The stock's short interest is fairly elevated at 25.20%, positioning it well for a short-squeeze-driven rally. The stock is down over 37% year-to-date.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-fires-back-at-palantir-ceo-alex-karp-over-ai-short-jab/cLPc4HGREcZ">Michael Burry Fires Back At Palantir CEO Alex Karp Over AI Short Jab: ‘Cannot Crack A Simple 13F’</a>

In this photo illustration, Amelia logo is being displayed on a mobile phone screen in front of a monitor displaying SoundHoundAI logo in Ankara, Turkiye on August 27, 2024. 

SoundHound Retail Traders ‘Incredibly Bullish’ Amid Deal Traction — Can Stock Rebound From 37% YTD Loss?

SoundHound stock is on track to stage a strong comeback on Monday after the broader market weakness seen on Friday stifled the optimism generated by the quarterly results.

<ul class="summary-bullets"><li>Burry’s firm disclosed massive short bets (valued at over $900 million) against Nvidia and Palantir in a 13F report filed on Nov. 3.</li><li>Karp, who co-founded Palantir, lamented that Burry was shorting one of the “great businesses of the world.”</li><li>Retail traders concurred with his view, stating that Burry’s motive was to manipulate retail traders to follow him down so that he could cover.</li></ul>Hedge fund manager Michael Burry responded to Palantir Technologies, Inc. (PLTR) CEO Alex Karp’s jab at him regarding the former’s short stance toward the artificial intelligence (AI)-powered data analytics company.<a href="https://stocktwits.com/symbol/PLTR">Palantir stock</a> came under significant selling pressure last week despite its beat-and-raise quarter, with some blaming the adverse stock reaction on valuation concerns. Despite the stock’s 11% weekly decline, it is still up more than 125% year-to-date.<h2 class="st-heading-2">Burry Mocks Palantir</h2>Scion Asset Management founder Burry said, “Doesn’t surprise me one bit that Alex Karp and his 'ontology’ @PalantirTech cannot crack a simple 13F. A fundamental principle of any rigorous ontological/epistemological model - whether philosophical or in data science – is recognizing when your information set is insufficient for valid conclusions.”&nbsp;<img src="https://news.stocktwits-cdn.com/Screenshot_2025_11_10_at_12_20_14_AM_png_4290aaf3c2.webp" alt="Screenshot 2025-11-10 at 12.20.14 AM.png">Burry shocked the tech world by disclosing massive short bets (valued at over $900 million) against Nvidia and Palantir in a 13F report filed on Nov. 3. He also posted skeptical comments regarding AI on his X accounts. Burry’s bet was among the reasons that brought the Nasdaq Composite down by 3% last week.&nbsp;In an interview with CNBC immediately after Palantir’s earnings announcement, Karp called Burry’s short bet against Palantir and Nvidia a bet against AI. “I honestly think what is going on here is market manipulation. “We delivered the best results, everyone, anyone has ever seen. It is not even clear that he is not doing this to get out of his position.”Karp, who co-founded Palantir, lamented that Burry was shorting one of the “great businesses of the world.” Those backing Palantir also cried foul over the unusual time of release of Scion’s 13F report. An amateur investor&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/JackPrescottX/status/1987691808101367926">pointed out</a> that the firm typically files its quarterly holdings report within a one to two-day window of Nov. 14 over the past decade. This time, it chose to file it two weeks ahead of the normal schedule and on the day of Palantir’s earnings report.<h2 class="st-heading-2">Palantir Stock Bounces Back</h2>Despite the broader market retreat last Friday, Palantir stock rose 1.65% and it is up 3.75% in overnight trading. The stock hit an all-time high of $207.52 on Nov. 3, ahead of the earnings report, which was released after the market closed.On Stocktwits, retail sentiment toward Palantir stock remained ‘extremely bullish’ as of early Monday, and the message volume on the stream was ‘extremely high.’A bullish user called for the stock to move back to $200.<stembedurl>https://stocktwits.com/jamersonmoody/message/635552033</stembedurl>Another user said Burry’s motive was to manipulate retail traders&nbsp;into following him&nbsp;down so he could cover.<stembedurl>https://stocktwits.com/Nic321/message/635551235</stembedurl>Sell-side analysts are positioned for a modest gain following Palantir’s recent weakness. The one-year average analysts’ price target for Palantir stock is $181.83, according to Koyfin. This implied 2% upside from the stock’s Friday closing price of $177.93.For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/peter-schiff-questions-trump-s-tariff-claims-as-president-flaunts-2-k-per-capita-dividend/cLPcPxhREcS">Peter Schiff Questions Trump’s Tariff Claims As President Flaunts $2K Per-Capita Dividend To Americans, Claiming All-Around Prosperity</a>

 Michael Burry attends "The Big Short" New York screening Ziegfeld Theater on November 23, 2015 in New York City. 

Michael Burry Fires Back At Palantir CEO Alex Karp Over AI Short Jab: ‘Cannot Crack A Simple 13F’

The founder of Scion Asset Management has intensified his attacks on Palantir following Alex Karp's accusation of market manipulation.

<ul class="summary-bullets"><li>The report noted that the funding round also involves former National Football League stars Larry Fitzgerald Jr. and Luke Kuechly.&nbsp;</li><li>David Lee, the head of NBA Investments, noted that the league is using Fastbreak AI’s technology to help with operations.</li><li>Bloomberg said that Fastbreak AI’s management looks forward to using the newly raised capital to increase sales and marketing efforts in amateur sports.</li></ul>The National Basketball Association (NBA) is reportedly one of the investors in Fastbreak AI’s latest $40 million funding round, as artificial intelligence (AI) continues to see increasing demand for integration within the sports industry.According to a&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.bloomberg.com/news/articles/2025-11-07/nba-invests-in-startup-using-ai-to-make-scheduling-games-easier?srnd=homepage-americas">Bloomberg News report</a>, the company’s funding round is led by sports venture capital firms Greycroft and GTMfund and also&nbsp;receives&nbsp;support from the National Hockey League.The report noted that the funding round also involves former National Football League stars Larry Fitzgerald Jr. and Luke Kuechly. A valuation of the company was not disclosed.<h2 class="st-heading-2">Use Of Funds</h2>According to Fastbreak AI’s website, its products optimize every part of sports, including scheduling and event management to travel, ticketing, and brand activations.Bloomberg said that Fastbreak AI’s management looks forward to using the newly raised capital to increase sales and marketing efforts in amateur sports, including youth travel tournaments, as well as hiring more engineering staff.<h2 class="st-heading-2">NBA’s View</h2>David Lee, the head of NBA Investments, noted that the league is using Fastbreak AI’s technology to help with operations, according to Bloomberg.“Our investment reflects our belief in their continued innovation across the professional and youth sports ecosystem,” he added.For updates and corrections, email newsroom[at]stocktwits[dot]com.Also See: <a href="https://stocktwits.com/news-articles/markets/equity/opendoor-ceo-says-company-so-far-had-thought-of-itself-as-asset-manager-trying-to-predict-economy/cL2vx93RETq">Opendoor's CEO Says Company So Far Had Thought Of Itself As Asset Manager Trying To Predict Economy: 'Our Leverage Comes From Engineers Writing Code'</a>

Luka Doncic #77 of the Los Angeles Lakers shoots a fade away jumper in front of Jeremy Sochan #10 of the San Antonio Spurs. 

AI Hits The Court: NBA Reportedly Joins $40 Million Investment Round For Fastbreak AI

According to a Bloomberg News report, the company’s funding round is led by sports venture capital firms Greycroft and GTMfund and also saw support from the National Hockey League.

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