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IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is caught in a sharp selloff across AI data-center and neocloud stocks, amid concerns about heavy borrowing, tighter financing, and Elon Musks warnings about stranded compute and capital constraints. Traders are split between fears that funding and execution risks threaten the sector and bullish views that persistent AI demand and IRENs power and customer relationships support its longer-term prospects.

SPDR S&P 500 ETF TRUST - SPDR S&P 500 ETF Trust

Traders are debating how reported U.S.-Iran de-escalation signals could affect SPY, with some expecting a relief bounce and others focused on continued conflict risk and elevated oil prices as sources of market pressure. The discussion also reflects caution ahead of the Fed decision, major tech earnings, and inflation data, with sentiment split between bulls and bears.

iShares Inc. - iShares MSCI Brazil ETF

iShares MSCI Brazil ETF

Brazils presidential runoff is driving sharp swings in EWZ, as traders weigh hopes for a more market-friendly Bolsonaro outcome against fears of a Lula win and a reversal of the rally. Bullish call activity and breakout talk compete with short bets and downside hedging amid election uncertainty.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude surges amid fears that renewed U.S.-Iran conflict and Houthi attacks could disrupt Middle East oil flows. Bulls see supply risk sustaining the rally, while skeptics argue that de-escalation or a deal could quickly unwind the war premium and that the move looks overstretched.

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. 

Elon Musks warning about tightening debt markets and consolidation among AI neoclouds has intensified a selloff in the sector, with traders debating whether Nebius is exposed to financing and execution risks. Bulls argue NBIS is better positioned than some peers because of its financing access and compute demand, while bears fear broader credit stress could weigh on the business.

Nu Holdings Ltd. is a holding company, which engages in the provision of digital banking services. The company was founded by David Vélez Osorno, Cristina Helena Zingaretti Junqueira, and Adam Edward Wible on February 26, 2016 and is headquartered in São Paulo, Brazil.

Nu Holdings Ltd - Ordinary Shares Class A

Nu Holdings Ltd

Nu Holdings latest results, highlighted by its first quarterly profit above the billion-dollar mark and continued strong growth, are driving bullish attention. Traders are celebrating the profitability and expansion, while some remain cautious about credit quality and the stocks volatile price action.

Petróleo Brasileiro SA engages in oil and gas exploration, production, and distribution activities. It operates through the following segments: Exploration and Production; Refining, Transportation, and Marketing; and Gas and Low Carbon Energies. The Exploration and Production segment covers the activities of exploration, development, and production of crude oil, natural gas liquid, and natural gas, for the primary purpose of supplying its domestic refineries. The Refining, Transportation, and Marketing segment refers to refining, logistics, transport, and trading of crude oil and oil products activities as well as exports of ethanol. The Gas and Low Carbon Energies represents the activities of logistic and trading of natural gas and electricity, transportation and trading of liquefied natural gas, generation and electricity by means of thermoelectric power plants, as well as holding interests in transporters and distributors of natural gas. The company was founded on October 3, 1953 and is headquartered in Rio de Janeiro, Brazil.

Petroleo Brasileiro S.A. Petrobras - ADR

Petroleo Brasileiro

Brazils presidential election is driving discussion, with traders positioning around a possible Flvio Bolsonaro win and speculating that more market-friendly policies could benefit Petrobras; others warn that the outcome is uncertain and the stock could see a sell-the-news reaction. Elevated oil prices are also cited as support for the shares.

MercadoLibre, Inc. engages in the development of an online commerce platform with a focus on e-commerce and related services. It operates through the following geographical segments: Brazil, Argentina, Mexico, and Other Countries. The Other Countries segment refers to Chile, Colombia, Costa Rica, Dominican Republic, Ecuador, Panama, Peru, Bolivia, Honduras, Nicaragua, El Salvador, Guatemala, Paraguay, Uruguay, and the United States of America. Its products provide a mechanism for buying, selling, and paying as well as collecting, generating leads, and comparing lists through e-commerce transactions. The company was founded by Marcos Eduardo Galperin on October 15, 1999 and is headquartered in Montevideo, Uruguay.

MercadoLibre Inc

MercadoLibres latest earnings have sparked debate after strong revenue growth and a beat on expectations failed to prevent a share-price pullback, as investors focus on declining profitability and margin pressure from heavy investment in logistics and credit. Bulls view the spending as a growth investment, while skeptics question when margins will recover.

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

Elon Musks warning that financing is drying up for neoclouds and that many could fail or consolidate has intensified concern about CoreWeaves debt-heavy expansion and borrowing costs. Bears fear refinancing pressure and dilution, while bulls argue that strong AI-compute demand, contracted business and Nvidias backing could support the company; some traders also question Musks motives.

Green Thumb Industries, Inc. engages in the manufacture and distribution of branded cannabis products. Its brands include RYTHM, Dogwalkers, Beboe, Good Green, Doctor Solomon’s, and &Shine. It operates through the Retail and Consumer Packaged Goods segments. The Retail segment focuses on retailing cannabis to patients and consumers. The Consumer Packaged Goods segment refers to the cultivation, production, and sale of cannabis products to retail stores. The company was founded by Benjamin Kovler and Max Cohen on February 18, 2002 and is headquartered in Chicago, IL.

Green Thumb Industries Inc - Ordinary Shares (Sub Voting)

Green Thumb Industries

Green Thumb is drawing attention amid the federal cannabis-rescheduling proceedings, with traders reacting to the judges rejection of a bid to reopen the hearing and the scheduled end of the stay. Bulls see a step toward Schedule III and potential tax relief and cite GTBIFs financial position and buybacks, while skeptics worry about further delays and complain that the stock is lagging other cannabis names.

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Michael Burry Stays Skeptical Of Alibaba After $10.2B AI Share Sale: ‘Issuing Shares Is Now Its New Paradigm’

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Burry’s comments come after Alibaba announced its June-quarter profit plunged 76% and capital expenditure jumped 75% on AI infrastructure.

4 Best-Performing Leveraged ETFs of Last Week 

These leveraged ETFs posted outsized gains last week as Alibaba, HPE and AI stocks rallied, while Rocket Lab's slump boosted an inverse leveraged ETF.

Direxion Shares ETF Trust - Direxion Daily BABA Bull 2X ETF

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<ul class="summary-bullets"><li>Michael Burry said that he won’t rebuy Alibaba stock, saying it would have to drop 50% from here before he looks at it again.</li><li>Alibaba is selling shares to raise $10.2 billion, and all of the net proceeds will be used to boost its “full stack” AI capabilities.</li><li>It would be the biggest primary follow-on offering ever by a company listed in Hong Kong.</li></ul>Michael Burry said on Sunday that he wouldn’t return to Alibaba Group Holding Ltd. (BABA) after the Chinese technology company disclosed a $10.2 billion share placement to fund its artificial intelligence ambitions.On X, he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/michaeljburry/status/2091519948476830137?s=20">said</a>, “I will not flip any of that back to #Alibaba, as issuing shares is now its new paradigm,” adding that the stock would have to fall by half even for him to consider buying it. The investor who became famous for his bet against subprime mortgages said he turned his Alibaba stock into a large JD.com Inc. (JD) position a few months ago.<figure class="image"><a class="st-link-external" href="https://x.com/michaeljburry/status/2091519948476830137" target="_blank" rel="noopener noreferrer nofollow"><img src="https://news.stocktwits-cdn.com/Screenshot_2026_08_23_at_1_56_10_PM_b23581548a.png" alt="Screenshot 2026-08-23 at 1.56.10 PM.png" width="940" height="710"></a><figcaption>Source: @michaeljburry</figcaption></figure><h2 class="st-heading-2">&nbsp;Alibaba Plans $80B Share Sale To Fund Full-Stack AI Push</h2>Alibaba said it proposed to offer to non-U.S. persons outside the United States newly issued ordinary shares for a total consideration of HK$80 billion, subject to market and other conditions. All net proceeds would be used to invest in the company’s “full stack” AI capabilities, including chips, infrastructure and the development and deployment of AI models, it said.Alibaba was offering 710 million shares at HK$112.70 each, a 3.6% discount to the closing price of its American depository receipts on Friday. The sale would be the largest primary follow-on offering ever by a Hong Kong-listed company.<a href="https://stocktwits.com/symbol/BABA">BABA stock</a> closed below 8% on Friday. On Stocktwits, retail sentiment around BABA&nbsp; remained in the ‘extremely bullish’ zone accompanied by ‘extremely high’ chatter levels over the past day.<a href="https://stocktwits.com/news-articles/markets/equity/alibaba-ceo-eddie-wu-says-company-is-in-a-superior-position-for-ai-boom-as-q1-cloud-revenue-surges-45/cZYIN6iRJmn">Alibaba posted June quarter results</a> that showed the cost of its AI build-out. While sales increased 9% to 269 billion yuan and net profit attributable to ordinary shareholders fell 76%, but capital expenditure rose 75% to 68 billion yuan, mainly due to AI infrastructure investments.&nbsp;<h2 class="st-heading-2">Burry Exited His BABA Position In June</h2>In early April, Burry started a new position in Alibaba at just over 6% of his portfolio, telling his Substack followers that recent weakness in the shares offered an attractive entry point. However, in late June, he said he had sold his Alibaba stock and bought more JD.com, Adobe (ADBE), and Fiserv (FI).&nbsp;He has since named JD as one of his three best positions, arguing that the money would rotate into Hong Kong and Chinese equities as enthusiasm for AI memory stocks continues to wane. Burry has also shorted Nvidia (NVDA), Micron (MU), Applied Materials (AMAT), and Palantir (PLTR) in AI and semiconductor stocks.Read also:&nbsp;<a href="https://stocktwits.com/news-articles/markets/cryptocurrency/ethereums-netflix-moment-could-send-eth-to-10k-by-2029-as-bitcoin-eyes-81-k/cZYhiqXRJVv">Ethereum’s ‘Netflix Moment’ Could Send ETH To $10K By 2029 As Bitcoin Eyes $81K</a>For updates and corrections, email newsroom[at]stocktwits[dot]com.

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

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