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Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is selling off with the semiconductor sector after Intels disappointing results and guidance heightened concerns about chip demand and AI spending. Traders disagree over whether the move is sympathy selling or a warning for AMD, with the companys Q3 results and guidance in focus; some see a buying opportunity while others cite valuation and downside risk.

Marvell Technology, Inc. engages in the design, development, and sale of integrated circuits. Its products include data processing units, security solutions, automotive, coherent DSP, DCI optical modules, ethernet controllers, ethernet PHYs, ethernet switches, linear driver, PAM DSP, transimpedance amplifiers, fibre channel, HDD, SSD controller, storage accelerators, ASIC, and Marvell government solutions. It operates through the following geographical segments: United States, Singapore, Israel, India, China, and Others. The company was founded by Wei Li Dai and Pantas Sutardja in 1995 and is headquartered in Wilmington, DE.

Marvell Technology Inc

Marvells announced all-stock acquisition of Lumentum to expand in AI data-center optics is driving attention, as traders focus on dilution, the deals scale, and its lengthy closing timeline amid a sharp selloff. Some see the move as an expensive, risky deal for shareholders, while others argue the strategic fit could strengthen Marvells position in AI connectivity over the long term.

Lumentum Holdings, Inc. engages in the provision of optical and photonic products. It operates through the Cloud and Networking, and Industrial Tech segments. The Cloud and Networking segment refers to a portfolio of optical and photonic components, modules, and subsystems. The Industrial Tech segment includes solid-state lasers, kilowatt-class fiber lasers, ultrafast lasers, diode lasers, and gas lasers. The company was founded in 1979 and is headquartered in San Jose, CA.

Lumentum Holdings Inc

Marvells agreed all-stock acquisition of Lumentum is driving attention, with the shares selling off as traders focus on the fixed exchange ratio, exposure to Marvells stock, and the long wait for closing. Many see the terms as unfavorable to Lumentum holders, while others argue the combination has strategic value in AI optics and are buying the decline.

Compass Pathways Plc is a biotechnology company, which provides mental health care services. It focuses on improving the lives of those who are suffering with mental health challenges and who are not helped by current treatments. The company was founded by Goldsmith George Jay and Malievskaia Ekaterina in 2016 and is headquartered in London, the United Kingdom.

Compass Pathways Plc - ADR

COMPASS Pathways

The steep selloff is widely attributed by traders to Usonas competing NDA filing and concern that Compass Pathways has yet to complete its own NDA submission. The community is divided over how serious the competitive threat issome see Usona as a first-mover risk, while others point to differences in indications and Usonas nonprofit structureand is looking for management to clarify Compasss regulatory timeline.

Applied Digital Corp. is a technology company, which engages in the provision of development and operation of data centers which provide computing power. It operates through the Data Center Hosting Business and HPC Hosting Business segments. The Data Center Hosting Business segment provides energized infrastructure services to crypto mining customers. The HPC Hosting Business segment focuses on the designing, constructing, and operating data centers tailored to support high power density applications like HPC and AI. The company was founded by Wesley Carl Cummins and Jason Zhang in May 2001 and is headquartered in Dallas, TX.

Applied Digital Corporation

CEO Wes Cummins CNBC comments that substantial planned data-center capacity still needs financing have intensified concerns about borrowing costs, dilution and execution amid a broader selloff in AI infrastructure stocks. Traders are split between those worried about funding risk and those pointing to long-term hyperscaler leases and continued demand as support for the business outlook.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

AAOI is drawing attention amid a sharp, volatile retreat alongside AI and optics stocks, with traders debating whether concerns about AI spending and valuations justify the selloff or whether it is an opportunity ahead of earnings. Bulls point to data-center transceiver demand and capacity expansion, while bears focus on customer concentration, dilution and execution risks.

Intel Corp. engages in the design, manufacture, and sale of computer products and technologies. It delivers computer, networking, data storage, and communications platforms. The firm operates through the following segments: Client Computing Group (CCG), Data Center and AI (DCAI), Intel Foundry Services (IFS), and All Other. The CCG segment consists of platforms designed for notebooks, 2-in-1 systems, desktops, tablets, phones, wireless and wired connectivity products, and mobile communication components. The DCAI segment delivers solutions to cloud service providers and enterprise customers, along with silicon devices for communications service providers and high-performance computing customers. The IFS segment refers to full stack solutions created from the foundry industry ecosystem. The All Other segment represents results from other non-reportable segments and corporate-related charges. The company was founded by Robert Norton Noyce and Gordon Earle Moore on July 18, 1968, and is headquartered in Santa Clara, CA.

Intel Corp.

Intel Corp

Intels sharp selloff is being tied to a weaker-than-expected fourth-quarter outlook, with supply constraints and softer PC demand weighing despite a strong recent quarter. Traders are split between viewing the decline as an oversold buying opportunity and expecting further losses, amid broader pressure on technology and semiconductor stocks.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is selling off amid fears that Kioxias cautious outlook signals slowing NAND pricing growth, adding to broader weakness in memory and AI-related stocks despite SanDisks strong results and guidance. Traders are divided between concerns that earnings growth may be peaking and bullish arguments that demand and company fundamentals remain strong.

Apple, Inc. engages in the design, manufacture, and sale of smartphones, personal computers, tablets, wearables and accessories, and other varieties of related services. It operates through the following geographical segments: Americas, Europe, Greater China, Japan, and Rest of Asia Pacific. The Americas segment includes North and South America. The Europe segment consists of European countries, as well as India, the Middle East, and Africa. The Greater China segment comprises China, Hong Kong, and Taiwan. The Rest of Asia Pacific segment includes Australia and Asian countries. Its products and services include iPhone, Mac, iPad, AirPods, Apple TV, Apple Watch, Beats products, AppleCare, iCloud, digital content stores, streaming, and licensing services. The company was founded by Steven Paul Jobs, Ronald Gerald Wayne, and Stephen G. Wozniak in April 1976 and is headquartered in Cupertino, CA.

Apple Inc

Apples fiscal Q4 earnings report is the dominant focus, with traders weighing holiday-quarter guidance and iPhone Duo demand against rising memory costs and a high valuation. Views are sharply split between hopes that a strong report will sustain the stocks relative strength and fears of a post-report pullback, with many seeing Apple as a potential driver of broader tech and index direction.

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

IRENs steep selloff alongside other AI data-center and neocloud stocks has focused discussion on whether the capital-intensive buildout can be funded and executed without more debt or dilution, with upcoming earnings and guidance seen as a test. Bears fear further downside amid weak sentiment, while bulls argue that AI-compute demand and customer commitments support the long-term thesis.

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Michael Burry Says 'Low Castle, High Chapel' Build-A-Bear May Not Be A 'Mall Dinosaur ' — 'There Is A Physical Moat To This Business' 

Equity

Michael Burry lists Build-A-Bear's transformation, loyal customer base, and shareholder returns as reasons to overlook near-term weakness. 


Michael Burry Says This 'Mall Dinosaur' Stock Could Double

Michael Burry is long Build-A-Bear, calling it undervalued at $25 despite weak sales, tariffs and reduced guidance.read more...

BUILD-A-BEAR OPENS THE VAULT FOR 30TH ANNIVERSARY WITH NEW PLUSH INSPIRED BY ORIGINAL MASCOT BEAREMY

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Rosen Law Firm Encourages Build-A-Bear Workshop, Inc. Investors to Inquire About Securities Class Action Investigation

Rosen Law Firm Encourages Build-A-Bear Workshop, Inc. Investors to Inquire About Securities Class Action Investigation Rosen Law Firm Encourages Build-A-Bear Workshop, Inc. Investors to Inquire About Securities Class Action InvestigationPR NewswireNEW YORK, Oct. 26, 2026 NEW YORK, Oct. 26, 2026...

Michael Burry Cancels 40% Substack Price Hike Plan After Pushback — Denies ‘Money Grab’ Motive 

Readers questioned affordability and access, while one subscriber cited investment losses and missed Nvidia gains.

Build-A-Bear Workshop Becomes First Brand Partner to Open a Store Experience Inside Hard Rock Cafe Piccadilly Circus in London

Build-A-Bear Workshop Becomes First Brand Partner to Open a Store Experience Inside Hard Rock Cafe Piccadilly Circus in London Build-A-Bear Workshop Becomes First Brand Partner to Open a Store Experience Inside Hard Rock Cafe Piccadilly Circus in LondonPR NewswireST. LOUIS, Oct. 21, 2026 The iconic...

Build-A-Bear Workshop Unveils Three Specialty Shop Experiences Coming to New ICON Park Orlando Destination on Nov. 5

Build-A-Bear Workshop Unveils Three Specialty Shop Experiences Coming to New ICON Park Orlando Destination on Nov. 5 Build-A-Bear Workshop Unveils Three Specialty Shop Experiences Coming to New ICON Park Orlando Destination on Nov. 5PR NewswireST. LOUIS, Oct. 20, 2026 All-new immersive spaces...

Rosen Law Firm Encourages Build-A-Bear Workshop, Inc. Investors to Inquire About Securities Class Action Investigation Rosen Law Firm Encourages Build-A-Bear Workshop, Inc. Investors to Inquire About Securities Class Action InvestigationPR NewswireNEW YORK, Oct. 13, 2026NEW YORK, Oct. 13, 2026...

Build-A-Bear Introduces a Whole New Vibe With Mellow Moodies

Build-A-Bear Introduces a Whole New Vibe With Mellow Moodies Build-A-Bear Introduces a Whole New Vibe With Mellow MoodiesPR NewswireST. LOUIS, Oct. 8, 2026The brand's new collection is created specifically for teens and young adults, bringing distinct personalities, self-expression and cozy...

Rosen Law Firm Encourages Build-A-Bear Workshop, Inc. Investors to Inquire About Securities Class Action Investigation Rosen Law Firm Encourages Build-A-Bear Workshop, Inc. Investors to Inquire About Securities Class Action InvestigationPR NewswireNEW YORK, Oct. 6, 2026NEW YORK, Oct. 6, 2026...

Build-A-Bear Workshop, Inc. engages in the provision of interactive retail-entertainment experiences. It operates through the following segments: Direct-To-Consumer (DTC), Commercial, and International Franchising. The DTC segment includes corporately managed locations and other retail delivery operations including e-commerce sites and temporary stores. The Commercial segment focuses on wholesale product selling and licensing intellectual property for third-party use. The International Franchising segment is involved in royalties, product, and fixture sales from other international operations under franchise agreements. The company was founded by Maxine K. Clark in September 1997 and is headquartered in St. Louis, MO.

Build A Bear Workshop Inc

Bullish Sentiment

<ul class="summary-bullets"><li>Michael Burry believes Build-A-Bear has evolved beyond its struggling mall-retailer image.&nbsp;</li><li>Build-A-Bear's Q2 revenue and comparable-store sales declined, prompting another reduction in its 2026 outlook.&nbsp;</li><li>Burry sees Build-A-Bear as undervalued, citing its unique store experience, low debt, and share buybacks.&nbsp;</li></ul><p>Michael Burry sees deep value in Build-A-Bear Workshop (BBW), saying the retailer is more than a struggling mall brand. Despite two outlook cuts, tariff pressure and weaker sales, Burry believes its revamped store model, strong cash generation, aggressive buybacks and unique in-store experience give the business a durable competitive moat.&nbsp;</p><p><a href="https://stocktwits.com/symbol/BBW">Build-A-Bear stock</a> traded over 2% higher overnight, ahead of Friday. The stock is on track for its best week since May 2025, with a 15.1% gain.&nbsp;</p><h2 class="st-heading-2">How Build-A-Bear Transformed Its Mall-Dependent Business&nbsp;</h2><p>Build-A-Bear Workshop faces growing investor concerns as its stock falls, store sales weaken, and the company repeatedly cuts its outlook. However, famed investor Michael Burry believes the business has improved over the past decade and that its shares may now offer value despite near-term challenges.&nbsp;</p><figure class="image"><img src="https://news.stocktwits-cdn.com/koyfin_20261030_122109755_6a8e1f8cf8.png" alt="koyfin_20261030_122109755.png" width="2400" height="1240"></figure><p>In his latest Substack&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://substack.com/@michaeljburry/p-219082855">post</a>, Burry said Build-A-Bear, founded in 1997,&nbsp; initially relied heavily on traditional shopping malls. Its business struggled as mall visits declined following the 2008 financial crisis and consumers turned to digital entertainment. By 2012, about one-fifth of its stores were losing money, while online sales represented just 4% of retail revenue.</p><p>“The nature of entertaining a child’s imagination changed, and BBW suffered dramatically. Malls themselves were even thought to be dinosaurs in the post-GFC(global financial crisis) period.”</p><p>Consequently, the company renegotiated leases, introduced smaller store formats, and expanded into tourist destinations and partnerships. Mall-based locations declined from 85% of the network to 65% by 2022. Its wholesale partner network grew from 60 locations in early 2022 to 177 by June 2026, letting the company reach more customers without bearing the full cost of opening stores.</p><p>Today, Burry said, Build-A-Bear operates 662 locations across 37 countries. Its refreshed Discovery store format is present in 55% of company-operated outlets.</p><h2 class="st-heading-2">Weak Sales And Guidance Cuts Weigh On Build-A-Bear&nbsp;</h2><p>Despite business improvements, Build-A-Bear faces new challenges, Burry said. Second-quarter 2026 revenue fell 7.2% to $115 million, while sales at existing stores dropped 9.5%. Direct-to-consumer revenue declined 6.3%, and international franchise revenue fell 32.8%. The company also lowered its full-year revenue guidance to $500 million - $525 million from $530 million - $550 million. The company also lowered its pre-tax profit expectations, following an earlier outlook reduction.</p><p>Higher tariffs have added pressure because about half of the company's supply chain comes from China and another 40% from Vietnam. Meanwhile, weaker consumer spending has pushed shoppers toward less expensive products.</p><p>“In 2025, Build-a-Bear finally broke above $500 million revenue, and with a continued tariff hit, 2026 will be a little off that. Two consecutive guidance cuts are killing the stock and management’s credibility. Fears are of a return to bad days, but the company is fundamentally different now.”&nbsp;</p><h2 class="st-heading-2">Why Build-A-Bear's Business Could Still Have An Edge</h2><p>Burry’s investment thesis centers on Build-A-Bear's distinctive in-store experience. The company also maintains relatively low financial leverage, continues repurchasing shares, and has reduced its outstanding share count by approximately 25% since 2021.</p><p>“I believe the company finally has the right management and efficient strategy and structure to grow long-term.”</p><p>“The accounting is clean, and a quarter of the shares were retired the last five years. Dividend is fat here, buyback authorization at nearly 13% of shares, with a quarter of the float short. There is a physical moat to this business that is hard for Wall Street to understand.”</p><p>At about $25 per share, the stock trades at roughly seven times estimated 2026 earnings and less than four times EBITDA, said Burry. Its dividend yield stands near 3.6%.</p><h2 class="st-heading-2">Burry Says Investors Are Misjudging Build-A-Bear's Business&nbsp;</h2><p>Burry believes investors are underestimating Build-A-Bear by viewing it as an outdated “mall dinosaur”. Despite recent challenges and tougher comparisons with last year's Walmart sales, he sees the business as stronger than its reputation suggests.&nbsp;</p><p>“I rate this business a low Castle. Perhaps high Chapel. It has come through all manner of challenges, none of them from a competitor, and is still profitable and buying back shares.”</p><p>“I rate BBW a full 6% position in the low-mid $20s fully understanding there are a couple more potentially heavy quarters before the deck is cleared.”</p><h2 class="st-heading-2">BBW Stock: Retail View&nbsp;</h2><p>On Stocktwits, retail sentiment around the stock improved to ‘bullish’ from ‘neutral’.</p><p>A user&nbsp;<a href="https://stocktwits.com/batman2323/message/667680240">said</a>, “Been holding for a while; the exlusives sell out like crazy. There is definitely a fanbase for this and a fantastic balance sheet, but they need to do something to spur growth and create their own ip.”</p><p>BBW stock has crashed 55% year-to-date.&nbsp;</p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/why-did-nflx-mbly-app-stocks-tumble-to-52-week-lows/cZUhhobR9RN">Why Did NFLX, MBLY, APP Stocks Tumble To 52-Week Lows?</a></p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p>

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

Michael Burry sees deep value in Build-A-Bear Workshop (BBW), saying the retailer is more than a struggling mall brand. Despite two outlook cuts, tariff pressure and weaker sales, Burry believes its revamped store model, strong cash generation, aggressive

Michael Burry Says 'Low Castle, High Chapel' Build-A-Bear May Not Be A 'Mall Dinosaur ' — 'There Is A Physical Moat To This Business'

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Current Price	$29.76
Prev Close	$27.61
Open	$28.45
Dividend Yield	1.47%
50-Day Moving Average	$27.30
Beta	1.15
Avg. Volume	632,911.82
PE Ratio	6.84

52-Week High	$72.19
52-Week Low	$23.19
Market Capitalization	$340.14M
EPS (Annual)	$3.99
Price to Book	2.16
Revenue Per Employee	$96,333.09

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