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Bloom Energy Corp. engages in the manufacture and installation of a solid oxide fuel-cell based power generation platform. Its product, Bloom Energy Server, converts standard low-pressure natural gas or biogas into electricity through an electrochemical process without combustion. The company was founded by K. R. Sridhar, John Finn, Jim McElroy, Matthias Gottmann, and Dien Nguyen on January 18, 2001, and is headquartered in San Jose, CA.

Bloom Energy Corp - Ordinary Shares - Class A

Bloom Energys strong Q3 results and raised outlook have been overshadowed by a sharp post-earnings selloff, with traders citing negative cash flow, heavy investment needs, and a demanding valuation despite demand for data-center power. Bulls view the spending as investment in growth and are buying the dip, while skeptics question whether that growth will translate into cash.

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.

DJT is drawing attention amid a prolonged slide toward record lows, with traders debating whether the Trump-linked company has lasting value beyond political and crypto-related speculation. The discussion is largely bearish, citing weak business fundamentals and midterm-election risks, while a smaller group sees potential for a rebound on Trump-related headlines.

Moderna, Inc. engages in the development of transformative medicines based on messenger ribonucleic acid. The firm's product pipeline includes the following modalities: prophylactic vaccines, cancer vaccines, intratumoral immuno-oncology, localized regenerative therapeutics, systemic secreted therapeutics, inhaled pulmonary therapeutics and systemic intracellular therapeutics. It operates through the following geographical segments: United States, Europe, and Rest of World. The company was founded by Noubar B. Afeyan, Robert S. Langer, Jr., Derrick J. Rossi, and Kenneth R. Chien in 2010 and is headquartered in Cambridge, MA.

Moderna Inc

Modernas Phase 3 melanoma-vaccine results with Keytruda, which showed a reduced risk of recurrence or death, have driven intense trading after the shares fell sharply in a sell-the-news reaction to leaked data following a major run-up. Traders are split between viewing the results as meaningful validation of the cancer-vaccine platform and arguing they fell short of lofty expectations or leave commercial questions unresolved; volatile rebounds and reversals are also a major focus.

TG Therapeutics, Inc. engages in the acquisition, development, and commercialization of novel treatments for B-cell malignancies and autoimmune diseases. Its product pipeline includes TG-1501, TG-1701, Ublituximab, and Umbralisib. The company was founded by Michael Sean Weiss and Laurence H. Shaw on May 18, 1993 and is headquartered in Morrisville, NC.

TG Therapeutics Inc

TG Therapeutics MSToronto presentationsparticularly preliminary Phase 1 azer-cel data in progressive MS with encouraging safety and early clinical signalsare driving attention, alongside long-term BRIUMVI and dosing updates. Traders praise the science but debate the muted stock reaction, noting azer-cel remains early-stage and pointing to BRIUMVI subcutaneous Phase 3 data and earnings as upcoming catalysts.

Figure Technology Solutions, Inc. is a blockchain-native capital marketplace, which engages in connecting origination, funding, and secondary market activity. It operates through the following segments: FTI, Markets, and Other. The FTI segment offers Figure Connect which generates ecosystem and technology fees, and originates, sells, and securitizes home equity line of credit (HELOC) loans that it services. The Markets segment utilizes blockchain technology to develop an exchange for digital assets and credit, with new product offerings including providing interest-bearing stable coin deposits. The company was founded by Michael Scott Cagney and June Ou in 2018 and is headquartered in Reno, NV.

Figure Technology Solutions Inc. - Ordinary Shares - Class A

Figure Technology Solutions Inc

FIGR is drawing attention after a steep, persistent selloff, with bearish traders pointing to insider share sales, CEO trust concerns and weak price action; some also speculate about further declines or short pressure. Bulls counter that loan-marketplace growth, earnings and the companys tokenization ambitions support the business, leaving the debate focused on whether those prospects outweigh selling pressure and valuation concerns.

United States Oil Fund LP - United States Oil Fund

United States Oil Fund

USO is drawing attention as crude rallies on fears that escalating Iran and wider Middle East tensions could disrupt oil supplies and shipping, particularly through the Strait of Hormuz. Traders are split between riding the breakout and expecting a sharp pullback, with sentiment sensitive to shifting war and peace headlines.

Icahn Enterprises LP is a holding company. It operates through the following segments: Investment, Automotive, Energy, Food Packaging, Real Estate, Home Fashion, Pharma, and Holding Company. The Investment segment consists of various private investment funds. The Automotive segment holds ownership in Icahn Automotive Group, LLC. The Energy segment refers to petroleum refining and marketing businesses. The Food Packaging segment involves the production and sale of cellulosic, fibrous, and plastic casings for the processed meat and poultry industry. The Real Estate segment offers rental real estate, property development, and resort activities. The Home Fashion segment deals with manufacturing, sourcing, marketing, distributing, and selling home fashion consumer products. The Pharma segments operate through Vivus, Inc., a specialized pharmaceutical company. The Holding Company segment manages acquisition and investment in operating businesses. The company was founded on February 17, 1987 and is headquartered in Sunny Isles Beach, FL.

Icahn Enterprises L P - Unit

Icahn Enterprises, L.P.

IEPs sharp decline and repeated lows are fueling concern that its high distribution may be reduced, while unit distributions to Carl Icahn are seen by some traders as dilutive. Bulls counter that IEPs stake in CVR Energy may support its value and point to high short interest, but hopes for a rebound or squeeze remain speculative.

Palo Alto Networks, is a cybersecurity company that provides cybersecurity platforms and services to enterprises, organizations, service providers, and government entities. Its offerings include network and AI security, cloud security, security operations, and identity security solutions. The company was founded by Nir Zuk in March 2005 and is headquartered in Santa Clara, CA.

Palo Alto Networks Inc

Palo Alto Networks is rallying with cybersecurity peers as reports of PHP vulnerabilities and broader AI-driven threat concerns renew interest in security stocks. Traders view the risks as a long-term demand tailwind, while some caution that high valuations and the sharp rebound may limit its staying power.

Phathom Pharmaceuticals, Inc. is a clinical-stage biopharmaceutical company, which engages in the development and commercialization of novel treatments for gastrointestinal diseases. The company was founded by Tadataka Yamada, David Socks, Azmi Nabulsi, Aditya Kohli, and Roger Ulrich on January 9, 2018 and is headquartered in Florham Park, NJ.

Phathom Pharmaceuticals Inc

Shares are under pressure as traders focus on BDR Pharmaceuticals lawsuit challenging FDA protection for VOQUEZNAs exclusivity, raising concerns about earlier generic competition. Some investors view the dispute as a potentially lengthy overhang while sales continue to grow; others see it as a major risk to the companys outlook.

Credo Technology Group Holding Ltd. engages in the development of connectivity solutions and products for the data infrastructure market. Its products include integrated circuits, active electrical cables, and SerDes chiplets. The company was founded by Chi Fung Cheng and Yat Tung Lam on 2008 and is headquartered in George Town, Cayman Islands.

Credo Technology Group Holding Ltd

Credos selloff to six-month lows is being tied to MaxLinears plans to compete in the active electrical cable market, where Credo is seen as dominant. Traders are divided between viewing the new competition as a risk and treating the drop as a buying opportunity, with some also citing broader AI-stock weakness and insider selling.

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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.

Galaxy CEO Mike Novogratz Says A Turn In Alibaba Could Signal Bitcoin Has Bottomed

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Regarding Strategy, Novogratz noted that Michael Saylor has sufficient cash to cover dividends and is not a forced seller amid market challenges.

GraniteShares ETF Trust - GraniteShares 2x Long BABA Daily 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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Fed decision day is here - Kevin Warsh chairs his first FOMC meeting with markets pricing a hold at 3.50%-3.75% but watching for a hawkish shift. Vote on what you expect to be decided today, then drop your prediction for the first rate cut or hike in the comments.

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