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Pfizer Inc. is a research-based global biopharmaceutical company, which engages in the discovery, development, manufacture, marketing, sales and distribution of biopharmaceutical products worldwide. The firm works across developed and emerging markets to advance wellness, prevention, treatments and cures that challenge the most feared diseases. The company was founded by Charles Pfizer Sr. and Charles Erhart in 1849 and is headquartered in New York, NY.

Pfizer Inc.

Pfizer Inc

Pfizers sustained rally to a 52-week high and push through a long-watched round-number level are driving attention, with holders celebrating the recovery while skeptics question whether it can hold without a stronger company-specific catalyst. Traders are also watching the upcoming earnings report and pipeline developments for confirmation.

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

Traders are focused on reports that Trump ruled out an immediate U.S. strike on Iran, with many interpreting the news as a possible relief-driven futures bounce while others argue conflict and oil-supply risks are merely delayed. The debate is amplifying an already cautious, volatile outlook ahead of the Fed decision, major tech earnings and inflation data.

Centrus Energy Corp. engages in the supply of nuclear fuel and services for the nuclear power industry. It operates through the Low-Enriched Uranium (LEU) and Technical Solutions segments. The LEU segment includes various components of nuclear fuel to utilities from its global network of suppliers. The Technical Solutions segment offers advanced engineering, design, and manufacturing services to government and private sector customers, and is deploying advanced nuclear fuel production capabilities to power existing, and next-generation reactors around the world. The company was founded in October 1992 and is headquartered in Bethesda, MD.

Centrus Energy Corp - Ordinary Shares - Class A

Centrus Energy Corp 

Centrus stock-and-warrant offering has intensified concern about shareholder dilution and contributed to a steep selloff, alongside broader weakness in nuclear stocks. Traders are divided between viewing the pullback as a buying opportunity tied to domestic uranium-enrichment demand and worrying that valuation, expansion costs, and execution risks outweigh the long-term HALEU and DOE-contract potential.

Alpha Tau Medical Ltd. is a clinical-stage oncology therapeutics company, which focuses on the research, development, and commercialization of diffusing alpha-emitters radiation therapy for the treatment of cancer. The firm is involved in the clinical trials at cancer centers with indications that include skin cancer, oral cavity cancer, breast cancer, and pancreatic cancer. The company was founded by Uzi Sofer, Yona Keisari, and Itzhak Kelson in November 2015 and is headquartered in Jerusalem, Israel.

Alpha Tau Medical Ltd

ALPHA TAU MEDICAL LTD

FDA clearance to expand Alpha Taus recurrent glioblastoma REGAIN trial and anticipated follow-up data are driving attention, alongside progress in its pancreatic cancer program. Traders are optimistic about the early GBM signal but acknowledge that it comes from a small cohort and await larger-data validation.

Twist Bioscience Corp. engages in the development of a proprietary semiconductor-based synthetic DNA manufacturing process. It operates through the following geographical segments: Americas, EMEA, and APAC. The Americas segment consists of the United States of America, Canada, Mexico, and South America. The EMEA segment includes Europe, Middle East, and Africa. The APAC segment focuses on Japan, China, South Korea, India, Singapore, Malaysia, and Australia. The company was founded by William Marine Banyai, Emily Marine Leproust, and Bill James Peck in 2013 and is headquartered in San Francisco, CA.

Twist Bioscience Corp

Discussion is focused on the $17.05 million investor settlement: eligible shareholders are being reminded to file claims before the deadline, with a final approval hearing scheduled immediately afterward. Some traders view clearing the legal overhang as a positive, while others emphasize the settlements limited per-share recovery and historical allegations about Twists production and financial disclosures.

VanEck ETF Trust - VanEck Gold Miners ETF

VanEck Gold Miners ETF

GDX is under pressure as gold has weakened and rising rate expectations and yields weigh on precious metals and miners. Traders are divided between viewing the pullback and nearby support as a buying opportunity and expecting further losses if support gives way.

ProShares Trust II - ProShares Ultra Bloomberg Natural Gas 2x Shares

ProShares Ultra Bloomberg Natural Gas

Volatile natural-gas futures are driving discussion, with traders weighing winter-weather demand and storage reports against mild-weather forecasts, strong production, and ample supply; pipeline and Freeport disruptions have also sparked sharp moves. Views are split on whether gas can sustain a rebound, while many warn that BOILs leveraged futures exposure and decay make it especially risky to hold.

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 broader Middle East tensions could disrupt oil supplies and shipping. Bulls see tight supply and continued geopolitical risk supporting the move, while bears argue the rally may be overextended and could reverse if tensions ease or a deal emerges.

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ProShares UltraPro Short QQQ

Traders are focused on SQQQ as a leveraged hedge against the Nasdaq, citing tech weakness and concerns that heavy AI spending may not deliver adequate returns, alongside interest-rate and geopolitical risks. Some expect further downside in tech and favor SQQQ, while others caution that its daily leverage can erode value and that a Nasdaq rebound could reverse its gains.

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 lung-cancer results for IMDELLTRA plus Imfinzi are drawing attention, with traders focused on the reported survival benefit and potential to expand the drugs role in earlier treatment. The community views the data as a meaningful pipeline catalyst, though some question how much it will change Amgens broader growth outlook.

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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.

Oil ETFs Surge: What's Next for Commodity Investors?

What's next for oil, gold and copper as geopolitical risks reshape commodity markets?

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.

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.

The Zacks Analyst Blog Highlights SPY, QQQ, DXJ, CPER and EWY

SPY and other beaten-down ETFs could rebound as easing Iran tensions spark oil price drops and revive risk-on sentiment across global markets.

Trump Signals Progress in Iran Talks: 5 Beaten-Down ETFs to Rally 

Trump signals Iran progress, oil drops sharply, and risk appetite returns -- here are 5 beaten-down ETFs that could rally if tensions ease.

4 Reasons to Stay Cautious and Play ETFs Strategically

Slowing U.S. growth, rising oil prices and war risks are shaking markets. Here are key long-term ETF ideas to navigate volatility and build resilient portfolios.

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 ETF (CPER) Hits New 52-Week High

CPER just hit a 52-week high, up 57.66% from its low, as copper prices increase on speculative buying, a weaker dollar and hopes for Fed rate cuts.

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.

United States Commodity Index Funds Trust - Copper Index Fund Common units rep fractional Undivided beneficial Int

Neutral 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

Global X Funds - Global X Copper Miners ETF

United States Commodity Funds LLC - United States Copper Index Fund

Ero Copper Corp

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Zoetis Inc - Ordinary Shares - Class A

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Current Price	$39.06
Prev Close	$38.47
Open	$38.88
Dividend Yield	N/A
50-Day Moving Average	$39.80
Beta	0.75
Avg. Volume	577,176.63
PE Ratio	N/A

52-Week High	$41.52
52-Week Low	$30.49
Market Capitalization	N/A
EPS (Annual)	N/A
Price to Book	N/A
Revenue Per Employee	N/A

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