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Berkshire Hathaway, Inc. is a holding company, which engages in the provision of property and casualty insurance and reinsurance, utilities and energy, freight rail transportation, finance, manufacturing, and retailing services. It operates through the following segments: Insurance, Burlington Northern Santa Fe, LLC (BNSF), Berkshire Hathaway Energy (BHE), Pilot Travel Centers (PTC), Manufacturing, McLane, and Service and Retailing. The Insurance segment includes the underwriting of GEICO, Berkshire Hathaway Primary Group, and Berkshire Hathaway Reinsurance Group. The BNSF segment involves the operation of railroad systems. The BHE segment focuses on regulated electric and gas utility, power generation and distribution, and real estate brokerage activities. The PTC segment consists of managing travel centers and marketing of wholesale fuel. The Manufacturing segment refers to industrial, consumer and building products, home building, and related financial services. The McLane segment covers the wholesale distribution of groceries and non-food items. The Service and Retailing segment relates to the provision of shared aircraft ownership programs, aviation pilot training, electronic components distribution, retailing businesses, automobile dealerships and trailer, and furniture leasing services. The company was founded by Oliver Chace in 1839 and is headquartered in Omaha, NE.

Berkshire Hathaway Inc. - Ordinary Shares - Class B

Berkshires Q3 results are driving discussion: operating earnings and insurance underwriting declined year over year, while share repurchases rose sharply. Traders are split on whether the buybacks and large cash reserves signal confidence under Greg Abel or whether weaker insurance results and limited investment opportunities are concerning.

Cameco Corp. engages in the provision of uranium. It operates through the following segments: Uranium and Fuel Services. The Uranium segment is involved in the exploration for, mining, milling, purchase, and sale of uranium concentrate. The Fuel Services segment deals with the refining, conversion, and fabrication of uranium concentrate and the purchase and sale of conversion services. The company was founded in 1988 and is headquartered in Saskatoon, Canada.

Cameco Corp.

Camecos weaker quarterly update and narrower production outlook have fueled concern about operational setbacks and the uranium stocks sharp decline. Traders are split between expecting further downside and treating the selloff as an oversold pullback, while some long-term holders argue nuclear demand and uranium fundamentals remain intact.

Keeta (KTA) is a cryptocurrency launched in 2025. Keeta has a current supply of 1,000,000,000 with 632,756,013.06696053 in circulation. The last known price of Keeta is 0.05249885 USD and is down -0.99 over the last 24 hours. It is currently trading on 113 active market(s) with $700,940.07 traded over the last 24 hours. More information can be found at https://keeta.com/.

Keeta

Keeta Personals rollout, including ACH-linked banking features and claimed Visa Direct/Bivo Cash integrations, is driving attention as traders anticipate broader fiat-payment and tokenized-currency use. Optimism about the launch and upcoming partners is tempered by skepticism that announcements will translate into real network activity, with some traders pointing to volatile price action and fading gains.

Algorand (ALGO) is a cryptocurrency launched in 2019. Algorand has a current supply of 10,000,000,000 with 9,078,194,480.417637 in circulation. The last known price of Algorand is 0.09693394 USD and is up 3.39 over the last 24 hours. It is currently trading on 586 active market(s) with $57,858,585.39 traded over the last 24 hours. More information can be found at http://algorand.foundation.

Algorand

Algorand is drawing attention amid weak price action and debate over whether it can reclaim the 10-cent area: bullish traders point to support and technical reversal setups, while bears highlight its steep long-term losses and risk of further declines. Some holders also cite Algorands quantum-resistant technology and tokenization potential, but those claims are framed as long-term optimism rather than a confirmed near-term catalyst.

Bobo (bobothebear) (BOBO) is a cryptocurrency launched in 2026and operates on the Solana platform. Bobo (bobothebear) has a current supply of 999,998,893. The last known price of Bobo (bobothebear) is 0.00564345 USD and is up 0.58 over the last 24 hours. It is currently trading on 9 active market(s) with $491,014.81 traded over the last 24 hours. More information can be found at https://bobothebear.io/.

BOBO

Attention centers on bullish promotion of BOBOs meme and claimed intellectual-property status, with holders touting its community and urging accumulation; some also point to a proposed Ethereum-to-Solana migration and creator rewards. The discussion is largely promotional, with a few traders questioning the tokens volume and prospects, and no clear, independently verified catalyst in the provided information.

Newmont Corp. engages in the exploration and acquisition of gold properties, containing copper, silver, lead, zinc or other metals. It operates through the following geographical segments: Papua New Guinea, Australia, Ghana, Suriname, Argentina, Peru, Mexico, Canada, and U.S. The company was founded by William Boyce Thompson on May 2, 1921 and is headquartered in Denver, CO.

Newmont Corp

Traders are focused on Newmonts exposure to gold, with inflation and currency-debasement concerns fueling hopes for renewed strength in gold miners. Bullish calls for the rally to resume compete with technical warnings that the shares may still be correcting, while options activity reflects divided expectations.

Stellar (XLM) is a cryptocurrency launched in 2014. Stellar has a current supply of 50,001,786,837.39707 with 35,366,684,616.305855 in circulation. The last known price of Stellar is 0.15346137 USD and is down -1.11 over the last 24 hours. It is currently trading on 848 active market(s) with $109,670,947.94 traded over the last 24 hours. More information can be found at https://www.stellar.org.

Stellar Lumens

XLM is drawing attention amid a sharp, persistent decline, with traders debating whether the weakness is a buying opportunity or a sign of further downside. Some point to Stellars tokenization and institutional-adoption prospects, while skeptics argue that partnerships may not create meaningful demand for the token given its tokenomics.

Candel Therapeutics, Inc. is a clinical stage biotechnology company, which engages in the development and commercialization of viral immunotherapies. Its pipeline includes CAN-2409 and CAN-3110. The company was founded by Estuardo Aguilar-Cordova in 2002 and is headquartered in Needham, MA.

Candel Therapeutics Inc

New PrTK05 data showing systemic T-cell activation and transient biodistribution and viral shedding has renewed attention on Candels CAN-2409 prostate-cancer program, with bulls viewing it as supportive of the planned BLA submission. Others question how much the biomarker findings add to clinical evidence and remain concerned about filing timing, management credibility, and potential dilution.

Snowflake, Inc. engages in the provision of cloud data warehousing software. The firm offers Data Cloud, an ecosystem where Snowflake customers, partners, data providers, and data consumers can break down data silos and derive value from data. Its platform supports a range of use cases including data warehousing, data lakes, data engineering, data science, data application development, and data sharing. The cloud-native architecture consists of layers across storage, compute, and cloud services. The storage layer ingests structured and semi-structured data to create a unified data record. The compute layer provides dedicated resources to enable users to access common data sets for many use cases without latency. The cloud services layer optimizes each use case's performance requirements with no administration. The company was founded by Marcin Zukowski, Thierry Cruanes, and Benoit Dageville on July 23, 2012 and is headquartered in Menlo Park, CA.

Snowflake Inc

Traders are focused on whether Snowflakes consumption-based model leaves revenue vulnerable when customers cut queries, storage, or AI workloads to manage budgets. Bearish concerns about usage slowing are balanced by dip-buying and bounce trades, with options activity and support levels also drawing attention.

Uniswap (UNI) is a cryptocurrency launched in 2020and operates on the Ethereum platform. Uniswap has a current supply of 886,156,418.78619706 with 623,908,422.48036204 in circulation. The last known price of Uniswap is 6.90727143 USD and is down -1.29 over the last 24 hours. It is currently trading on 1525 active market(s) with $392,882,106.37 traded over the last 24 hours. More information can be found at https://uniswap.org/blog/uni/.

UniSwap

Uniswaps reported Robinhood integration is driving attention, with traders viewing its role in providing liquidity for crypto and tokenized-asset trading as a potential source of volume and fee revenue. Bulls also point to fee-funded UNI burns, while some traders question whether the partnerships impact is already priced in or reflected in the tokens price.

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Ralph Lauren Q2 Earnings Preview: Can Brand Momentum Fuel a Beat?

RL's Q2'27 earnings are expected to rise on brand momentum, strong Asia demand and higher full-price sales. Will they beat estimates?

'Big Short' Investor Michael Burry Bumps Up Substack Subscription Price, Flags 4 'Busted' Bear-Market Havens

Equity

Burry’s Substack annual revenue potential could reach $232.2 million, more than double July’s estimate.

BIRK Stock Downgraded By Williams Trading – Firm Believes ‘Lack Of Compelling New Product’ Is Affecting Demand 

Williams Trading downgraded BIRK to ‘Sell’ from ‘Hold’ and cut its price target to $27 from $39, noting that the company will not meet its fiscal 2028 targets, according to The Fly.


Weyco Stock Surges 79% in the Past Year: Time to Buy, Hold or Sell?

WEYS' wholesale revenue growth, BOGS recovery, rising online sales and strong liquidity position the footwear company for expansion in the days ahead.


Lidl banned from selling copycat Birkenstock sandals, Dutch court rules

Lidl must also compensate Birkenstock and pay its legal fees, according to the court ruling...

Michael Burry Picks Chip Suppliers Over Micron — But Warns Memory Producers Could Sell Off 'Intensely'

Burry also advised shorting equipment makers Applied Materials and Lam Research at current prices.

Birkenstock's 2026 Outlook: Diversification Strategy Drives Growth in Closed-Toe Silhouettes

Key PointsBirkenstock maintains a strong competitive moat through vertically integrated German manufacturing...

BIRK Stock Rises Overnight: Michael Burry Says He’s Been A 'Proud Birkie Since '87' – And Now Owns 5.2% Of Birkenstock 

Michael Burry touts Birkenstock’s decades-long quality amid a 5.2% position. 

Birkenstock Beats and Raises, Yet Stock Can't Find Its Footing

Birkenstock reported Q3 results with higher revenues and gross margin contraction. Analysts maintain Buy ratings and price targets of $60.read more...

Crocs Jumps 26.9% in Three Months as Growth Signals Keep Strengthening

Crocs shares surged 26.9% in three months as DTC and international growth strengthened, but HEYDUDE and margin pressure remain key tests.

Birkenstock Holding Plc engages in the manufacture and sale of footbed-based products. It operates through the following geographical segments: Americas, Europe, and APMA. The company was founded in 1774 and is headquartered in London, the United Kingdom.

Birkenstock Holding Plc

Bullish Sentiment

<ul class="summary-bullets"><li>Cassandra Unchained’s monthly price rises from $49 to $69 and its annual fee from $479 to $679 on Nov.1.</li><li>The revenue estimate is about 9.6 times the $24.2 million YTD gain from investing $1 million in each of the S&amp;P 500’s 10 top-performing stocks.</li><li>Burry highlighted Adobe, Fiserv, Birkenstock and QXO as potential bear-market havens, with the first three outperforming <a class="mention" data-mention="$SPY" data-symbol-id="SPY" href="https://stocktwits.com/symbol/SPY" target="_blank">SPY</a>, QQQ and DIA on Thursday.</li></ul><p>“The Big Short” investor Michael Burry’s growing Substack audience and upcoming fee increases could lift its annual revenue potential above $232 million — more than double July’s levels — as he&nbsp;turned the spotlight on four “busted” stocks that could offer shelter in a prolonged bear market.</p><p>The investor highlighted Adobe (ADBE), Fiserv (FISV), Birkenstock (BIRK) and QXO as pockets of strength during Thursday’s technology selloff, while separately flagging a possible accounting risk for Nvidia (NVDA).&nbsp;</p><h2 class="st-heading-2"><strong>Burry Raises Rates As His Audience Tops 342,000</strong></h2><p>Burry said Cassandra Unchained’s monthly subscription would rise from $49 to $69, while the annual fee would increase from $479 to $679. The changes take effect from Nov.1, implying increases of over 40%&nbsp;in both time periods. “Subscribe before the end of the month, and you will keep the lower rate for the life of your subscription,” he&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://x.com/michaeljburry/status/2113436170277568971">said on X</a>.&nbsp;</p><p>His official subscription page now shows more than 342,000 subscribers, compared with 300,044 in&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/michael-burry-100m-this-year-over-300k-substack-subscribers/cZmzhjQR7o0">July</a>, marking growth of about 14%. At $679 per annual subscription, 342,000 subscriptions would generate $232.2 million in annual gross revenue, which is about 104% above July’s $113.7 million estimate by Stocktwits, which used 300,044 subscribers and a $379 annual fee.&nbsp;</p><p>However, the $232.2 million figure comes with a catch: it assumes every subscriber pays the new annual fee. Burry’s audience includes free readers, while existing subscribers can keep lower rates. His actual revenue and paid-subscriber count are currently undisclosed.</p><h2 class="st-heading-2"><strong>How $232M Stacks Up Against Wall Street’s Biggest Winners</strong></h2><p>Even picking the S&amp;P 500’s 10 biggest winners this year would deliver gains far below l $232.2 million. Investing $1 million in each would turn $10 million into about $34.2 million, a $24.2 million gain, with the newsletter figure about 9.6 times higher.</p><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>S&amp;P 500 Ticker</td><td>YTD Total Return</td><td>Value Of $1M Invested</td></tr><tr><td>MRNA</td><td>587%</td><td>$6.9M</td></tr><tr><td>SNDK</td><td>431%</td><td>$5.3M</td></tr><tr><td>DELL</td><td>264%</td><td>$3.6M</td></tr><tr><td>MU</td><td>200%</td><td>$3M</td></tr><tr><td>MPC</td><td>186%</td><td>$2.9M</td></tr><tr><td>VLO</td><td>166%</td><td>$2.7M</td></tr><tr><td>MRVL</td><td>163%</td><td>$2.6M</td></tr><tr><td>BE</td><td>151%</td><td>$2.5M</td></tr><tr><td>AMD</td><td>137%</td><td>$2.4M</td></tr><tr><td>STX</td><td>134%</td><td>$2.3M</td></tr></tbody></table></figure></div><h2 class="st-heading-2"><strong>Burry’s Four ‘Busted’ Picks Rise As Tech Sinks</strong></h2><p>Burry’s picks stood out on Thursday as the SPDR S&amp;P 500 ETF Trust (SPY) fell 1.2% and Invesco QQQ Trust (QQQ) dropped 2.9%, while the SPDR Dow Jones Industrial Average ETF Trust (DIA) edged up 0.04%. Adobe rallied 6.1%, Fiserv gained 5.4% and Birkenstock advanced 4.2%, comfortably outperforming all three benchmarks.</p><p>“In a severe or elongated bear, busted stocks can be a haven. ADBE, FISV, BIRK, QXO perking up as the NDX nearly touches 900 points down,” Burry said in a Substack chat.</p><p>Burry’s research had earlier examined whether stocks that had already suffered steep losses could outperform market leaders once a downturn began. In last week’s post, he compared leading stocks with those trading at least 20% below their 10-year highs when the broader market peaked. After the March 2000 peak, leaders lost about 33% over the next year and 50% over 18 months. By contrast, the median beaten-down stock was up 14% after one year and 8% after 18 months.&nbsp;</p><h2 class="st-heading-2"><strong>Burry Sees Accounting Risk For Nvidia</strong></h2><p>Burry also flagged a proposal from the Financial Accounting Standards Board (FASB) as a potential threat to Nvidia’s reported revenue. “Also, FASB has a new rule coming that would conceivably force NVDA to deduct circular revenue from its reported revenue - could be big,” he said.</p><p>The proposal would clarify when payments made on behalf of customers, or to customers of a company’s customers, fall under revenue-recognition rules governing customer payments. Such payments generally reduce revenue unless they purchase a distinct good or service. The proposal remains open for comment until Nov.23.&nbsp;</p><p>For updates and corrections, email newsroom[at]stocktwits[dot]com.</p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tsla-analyst-physical-tech-berkshire-bear-court-ruling-q3-beat/cZxyEIYRBxG">TSLA Eyes Best Week In 2 Months — Analyst Sees Physical Tech’s ‘Berkshire,’ But Bear Credits Court Ruling For Q3 Beat&nbsp;</a></p>

Michael Burry attends "The Big Short" New York Premiere at Ziegfeld Theater on November 23, 2015 in New York City. (Photo by James Devaney/WireImage)

Adobe Inc

BIRKENSTOCK HOLDING PLC

Fiserv, Inc.

QXO Inc.

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Flat to down 1%

Down more than 1%

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