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Hut 8 Corp. engages in the development and operation of data centers at scale, supporting AI, high-performance computing (HPC), ASIC compute, and other energy-intensive technology applications. It operates through the following segments: Power, Digital Infrastructure, Compute, and Others. The Power segment manages the origination, development, and management of powered land and energy infrastructure. The Digital Infrastructure refers to the development, ownership, and operation of facilities designed to support next-generation, energy-intensive technology application. The Compute segment deals with operating businesses that deploy and monetize compute assets across next-generation energy-intensive technology. The Others segment offers equipment sales and repairs. The company was founded on January 27, 2023 and is headquartered in Miami, FL.

Hut 8 Corp

Hut 8 is drawing attention amid a sharp, volatile pullback alongside bitcoin-mining and AI data-center stocks, as traders debate AI-infrastructure valuations, financing needs and the execution of HUTs data-center pivot ahead of earnings. Bears question its costs and prospects for sustainable profits, while bulls view the selloff as an opportunity and point to the companys longer-term AI and bitcoin exposure.

Starbucks Corp. engages in the production, marketing, and retailing of specialty coffee. It operates through the following segments: North America, International, and Channel Development. The North America segment focuses on the United States and Canada. The International segment is involved in China, Japan, Asia Pacific, Europe, Middle East, Africa, Latin America, and Caribbean. The Channel Development segment includes roasted whole bean and ground coffees, Seattle’s Best Coffee, and Teavana-branded single-serve products. The company was founded by Jerry Baldwin and Howard D. Schultz on November 4, 1985, and is headquartered in Seattle, WA.

Starbucks Corp.

Starbucks Corp

Starbucks quarterly results beat expectations and lifted its full-year outlook, with stronger comparable sales fueling optimism that Brian Niccols Back to Starbucks turnaround is gaining traction. Traders welcomed the signs of improving traffic, while some questioned the valuation and how durable the recovery will be.

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.

IEP is drawing attention after a sharp selloff that traders say lacks a clear new headline; discussion centers on suspected short-selling and positioning versus concerns about distribution sustainability, losses, and Icahns capital allocation. Some holders point to the CVR Energy stake and high short interest as potential support, while others fear further declines or a distribution cut.

Klarna Group Plc is a global digital bank and flexible payments provider. It operates through an AI-powered payments and commerce network that empowers people to pay smarter, with a mission to be available everywhere, for everything. The company was founded by Gustav Erik Niklas Adalberth, Karl Anders Victor Jacobsson, and Sebastian Marcin Siemiatkowski in 2005 and is headquartered in London, the United Kingdom.

Klarna Group plc

Klarnas prolonged selloff following its earnings and guidance reset dominates the discussion, with traders pointing to a softer German outlook and near-term investment spending. Bulls say the price overlooks growth potential from Apple, JPMorgan and other partnerships, while skeptics remain concerned about profitability and weak momentum.

Carvana Co. is a holding company and an eCommerce platform, which engages in the buying and selling of used cars. The company was founded by Ernest Garcia, III, Benjamin Huston and Ryan Keeton in 2012 and is headquartered in Tempe, AZ.

Carvana Co. - Ordinary Shares - Class A

Carvana Co.

Carvana is drawing attention amid a sharp selloff and repeated new lows, with traders emphasizing persistent selling and weak rebounds. Bears cite higher borrowing costs, consumer-credit and auto-financing concerns, and earnings uncertainty; some traders see scope for a bounce, while fraud and bankruptcy claims remain speculation.

Zscaler, Inc. engages in the provision of a cloud-based internet security platform. It offers Zero Trust Exchange, Zscaler Client Connector, Zscaler Internet Access, Zscaler Private Access, Zscaler B2B, Zscaler Cloud Protection, and Zscaler Digital Experience. The company was founded by Jagtar Singh Chaudhry and K. Kailash in September 2007 and is headquartered in San Jose, CA.

Zscaler Inc

Zscaler is rising with cybersecurity peers as headlines about AI-discovered vulnerabilities revive the view that expanding AI use could increase demand for security products. Traders are cheering the sector-wide momentum and speculating about a short squeeze, while others caution that the rally may be extended.

Amgen, Inc. is a biotechnology company, which engages in the discovery, development, manufacture, and marketing of human therapeutics. The company was founded by William K. Bowes, Jr., Franklin Pitcher Johnson, Jr., George B. Rathmann, and Joseph Rubinfeld on April 8, 1980 and is headquartered in Thousand Oaks, CA.

AMGEN Inc.

Amgens Phase 3 results for IMDELLTRA plus Imfinzi in first-line small-cell lung cancershowing a substantial survival benefitare driving attention and reinforcing optimism about the companys oncology pipeline. Traders also point to Repathas sales growth and broader quarterly momentum, while weighing those strengths against biosimilar competition and a recent pullback.

Chevron Corp. engages in the provision of oil and gas energy solutions. It provides crude oil and natural gas, manufactures transportation fuels, lubricants, petrochemicals, and additives, and develops technologies that enhance business and the industry. It operates through the Upstream and Downstream segments. The Upstream segment consists of the exploration, development, and production of crude oil and natural gas, the liquefaction, transportation, and regasification associated with liquefied natural gas, the transporting of crude oil by major international oil export pipelines, the processing, transporting, storage, and marketing of natural gas, and a gas-to-liquids plant. The Downstream segment consists of the refining of crude oil into petroleum products, the marketing of crude oil and refined products, the transporting of crude oil and refined products by pipeline, marine vessel, motor equipment, and rail car, and the manufacturing and marketing of commodity petrochemicals and plastics for industrial uses and fuel & lubricant additives. The company was founded on September 10, 1879 and is headquartered in Houston, TX.

Chevron Corp.

Chevrons breakout to fresh highs is drawing attention as traders position around its upcoming earnings report and firm crude prices amid supply concerns. The mood is broadly bullish, with calls and momentum setups prominent, though some traders warn that expectations have risen and earnings could test the rally.

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

A technical rebound after a sharp selloff has put Snowflakes support level and the durability of the bounce at the center of discussion. Bullish traders point to the companys growth story and are positioning for further recovery, while skeptics caution that the move could fade.

Direxion Shares ETF Trust - Direxion Daily Junior Gold Miners Index Bull 2X ETF

A sharp retreat in gold and junior miners is driving attention to JNUG, a leveraged ETF that magnifies daily moves in junior miners. Traders are split between positioning for further losses and looking for a rebound after the selloff.

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'Big Short' Michael Burry Tunes Out AI ‘Woo-Hoos’ — Finds Opportunity In Copper, QXO And 3 More Stocks 

Equity

Burry’s indirect AI bet is ERO, saying that data-center construction will intensify copper demand while new mines take 18 years to reach production.

Is This a Good Time to Invest in Copper ETFs to Ride the AI Boom?  

Copper's AI-driven demand, supply constraints and recent pullback could offer investors an entry point through three ETFs.

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Copper vs. Gold & Silver: Which Metal Wins the AI Boom? ETFs at Play

ETFs like COPX are gaining attention as copper outpaces gold and silver, fueled by AI data center demand and a bullish long-term supply-demand outlook.

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AI, Alternative Energy and Commodity stocks are all leading this market as a confluence of economic developments drive growth and constrain supply.

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Bet on These Copper ETFs as Red Metal Demand Expected to Surge 50%

COPX and peers offer a diversified way to tap into copper's 'super theme' as S&P Global sees demand surging 50% by 2040 amid EV and AI growth.

Copper Rally Pushes Prices To Record Highs, But This Analyst Sees Red Flags

Veteran commodities analyst Ole Hansen of Saxo Bank highlighted multiple near-term supply and demand signals that don’t fully justify the rally.

Barrick Stock Eyes Extending Winning Streak To 5 Days As Retail Bets On $60 Breakout

A gold rally and a copper push have boosted Barrick’s shares in the last 12 months, as they entered 2026 with full steam.

Copper Mining ETF (COPX) Hits a New 52-Week High

Copper Miners ETF COPX hits a 52-week high, surging 150% from its low as copper prices rally. Strong momentum signals more upside ahead.

Global X Funds - Global X Copper Miners ETF

Bearish Sentiment

<ul class="summary-bullets"><li>Burry owns QXO common and preferred shares, betting Brad Jacobs can scale the building-products roll-up and drive a re-rating despite housing, rates and diesel pressures.</li><li>He called Temple &amp; Webster a “fairly large position” after an 82% annual decline and also added to Sprouts, down 43% over the past year.</li><li>Burry called Zoetis “extremely out of favor” after a 50% slide, saying it currently has “no COVID bump, no AI attachment, no mojo.”</li></ul>“The Big Short” investor Michael Burry is staying away from the crowded AI trade and searching for value elsewhere, building positions in copper miner Ero, Brad Jacobs-led QXO and three deeply discounted consumer and animal-health stocks.“The house party is packed, pushing AI higher today, but I am largely ignoring the ‘woo-hoos,’” “The Big Short” investor said in a Substack post.Burry named five companies:&nbsp;<a href="https://stocktwits.com/symbol/ERO">Ero Copper (ERO)</a>,&nbsp;<a href="https://stocktwits.com/symbol/QXO">QXO (QXO)</a>, Temple &amp; Webster,&nbsp;<a href="https://stocktwits.com/symbol/SFM">Sprouts Farmers Market (SFM)</a> and&nbsp;<a href="https://stocktwits.com/symbol/ZTS">Zoetis (ZTS)</a>. He owns both QXO common shares and its mandatory convertible preferred stock.<h2 class="st-heading-2">Burry Bets On Copper Behind The AI Boom</h2>Burry’s indirect AI bet is Ero, a Brazil-focused copper and gold producer. “All those back at the house are going to be needing a lot of copper,” he said.COMEX copper settled Monday at $6.6865 per pound, about 2% below its Sept. 9 record. The metal has gained 19% this year and 46% over the past 12 months amid mine disruptions, low Chinese inventories and restocking ahead of China’s National Day. Its year-to-date gain has outpaced the SPDR S&amp;P 500 ETF Trust (SPY), Invesco QQQ Trust (QQQ) and SPDR Dow Jones Industrial Average ETF Trust (DIA), which have returned about 13%, 18% and 9%, respectively.Burry acknowledged that part of the current rally&nbsp;reflects a temporary supply lull. His longer-term thesis is based on the sharp mismatch between copper demand and the time required to develop new mines. Citing Apollo Chief Economist Torsten Slok, Burry noted that major copper discoveries with deposits containing at least 500,000 tonnes have fallen from double-digit annual totals in the 1990s and 2000s to one or two in recent years, with none in 2025.New deposits take 18 years to reach production, while copper demand from AI data centers can emerge within two to three years. S&amp;P Global expects overall copper consumption to increase from 28 million tonnes in 2025 to 42 million tonnes by 2040.<h2 class="st-heading-2">Why Burry Is Buying Ero Copper&nbsp;</h2>Burry sees Ero as a higher-cost copper producer whose margins could expand sharply if prices remain elevated. “Ero common does it for me,” he said, calling it a mid-sized position.Ero maintained its 2026 production guidance of 67,500 to 77,500 tonnes, with C1 cash costs of $2.15 to $2.35 per pound. Burry also praised the management team installed in early 2025 for delivering on “three rather difficult promises,” adding that a forensic review of the company’s accounting “came up clean.”Although ERO shares have more than doubled over the past year, Burry believes the company remains substantially discounted to larger copper miners. On Stocktwits, retail sentiment toward ERO has ranged from ‘neutral’ to ‘bearish’ over the past week, even as message volume doubled and the ticker’s watcher base grew 5% over the past month, signaling rising retail interest.&nbsp;<h2 class="st-heading-2">Burry Backs Brad Jacobs’ QXO Roll-Up&nbsp;</h2>Burry also owns QXO common shares and its 5.5% Series B mandatory convertible preferred stock. “The stock is way down, and I see an opportunity to jump on board,” he said.Led by Brad Jacobs, who founded United Rentals and XPO, QXO is pursuing a roll-up of the fragmented building-products distribution market. Burry believes greater scale and solid execution could drive a re-rating, though the stock remains caught up in “housing and rates noise, not to mention diesel noise.”&nbsp;Burry favors QXO’s preferred shares, which he said offered a 7.4% cumulative current yield. Unless converted earlier, the securities will automatically convert into common stock for settlement on or about May 15, 2028. “The common is about as attractive as the preferred, but I like the dividend as some downside protection,” he said.&nbsp;On Stocktwits, retail sentiment toward QXO improved to ‘extremely bullish’ from ‘bullish’ a week earlier, as monthly message volume surged 467% and the ticker’s watcher base grew 4%.&nbsp;<h2 class="st-heading-2">Burry Adds 3 Out-Of-Favor Stocks</h2>Burry bought more Temple &amp; Webster, the Australian online furniture retailer that trades over the counter as TPLWF, calling it “a fairly large position.” The stock has fallen about 82% over the past year amid housing and consumer-spending concerns. Fiscal 2026 revenue increased 11% to A$665 million, while net income dropped 62% to A$4.3 million. Burry said he plans to publish his full investment thesis soon.The investor rounded out his purchases with “a little more” Sprouts Farmers Market and Zoetis. Sprouts shares have declined about 43% over the past year, while Zoetis has shed half its value amid softer companion-animal demand and reduced guidance. Burry said Zoetis has “always caught my admiration” but is now “extremely out of favor,” lacking a COVID boost, an AI connection or any market “mojo” at the moment.&nbsp;On Stocktwits, retail sentiment toward Zoetis remained ‘bearish’ over the past week as message volume fell 75%, though the ticker’s watcher base grew 9% over the past month. Meanwhile, sentiment toward Sprouts improved to ‘neutral’ from ‘bearish’ a day earlier but remained below the ‘bullish’ level recorded a week ago, while message volume declined 67% and its watcher base was nearly flat, rising just 0.1% over the month.&nbsp;For updates and corrections, email newsroom[at]stocktwits[dot]com.Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/tsla-stock-nvidia-physical-ai-pivot-optimus-delays/cZMPEiwRBI8">TSLA Stock Hits Nearly 3-Week High: Nvidia Win Adds Muscle To ‘Physical AI’ Pivot Despite Optimus Delays&nbsp;</a>

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

'Big Short' Michael Burry Tunes Out AI ‘Woo-Hoos’ — Finds Opportunity In Copper, QXO And 3 More Stocks

United States Commodity Funds LLC - United States Copper Index Fund

Ero Copper Corp

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Sprouts Farmers Market Inc

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Current Price	$73.09
Prev Close	$73.13
Open	$73.08
Dividend Yield	N/A
50-Day Moving Average	$86.77
Beta	N/A
Avg. Volume	2.73M
PE Ratio	N/A

52-Week High	$99.99
52-Week Low	$56.93
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