SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

CoreWeave, Inc. engages in the powers of the creation and delivery of the intelligence that drives innovation. It offers a solution used by organizations of all sizes that require sophisticated AI computing, from the largest of enterprises to small, well-funded start-ups. The company was founded by Michael Intrator, Brian Venturo, Peter Salanki, and Brannin McBee on September 21, 2017 and is headquartered in Livingston, NJ.

CoreWeave Inc. - Ordinary Shares - Class A

CoreWeave Inc

CoreWeaves better-than-expected quarterly results, raised outlook and growing AI-compute backlog have shifted attention toward strong demand and managements plan to fund expansion with customer prepayments and contract-backed financing. Many traders see the call as easing debt concerns and anticipate short covering, while skeptics remain focused on heavy borrowing, capital spending and the path to sustainable cash flow.

NVIDIA Corp. engages in the design and manufacture of computer graphics processors, chipsets, and related multimedia software. It operates through the following segments: Graphics Processing Unit (GPU) and Compute & Networking. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, Quadro and NVIDIA RTX GPUs for enterprise workstation graphics, virtual GPU, or vGPU, software for cloud-based visual and virtual computing, automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating metaverse and 3D internet applications. The Compute & Networking segment consists of Data Center accelerated computing platforms and end-to-end networking platforms including Quantum for InfiniBand and Spectrum for Ethernet, NVIDIA DRIVE automated-driving platform and automotive development agreements, Jetson robotics and other embedded platforms, NVIDIA AI Enterprise and other software, and DGX Cloud software and services. The company was founded by Jen Hsun Huang, Chris A. Malachowsky, and Curtis R. Priem in April 1993 and is headquartered in Santa Clara, CA.

NVIDIA Corp

Nvidias selloff is centered on governance and national-security concerns surrounding CEO Jensen Huangs relationship with a customer suspected of ties to Chinese intelligence, with traders debating whether the investigation and China chip-export questions could threaten his leadership or the business. Others see the drop as an overreaction and are buying the dip, while looking to the upcoming earnings report for a business-focused counterpoint.

Infleqtion, Inc. engages in delivering neutral atom solutions for quantum computing, networking, sensing, and security. Its products are categorized into computing, sensing, and cores. The company was founded on February 7, 2007, and is headquartered in Louisville, CO.

Infleqtion Inc. - Ordinary Shares - Class A

Infleqtion Inc.

INFQ is drawing attention ahead of its quarterly report, with traders looking for revenue, guidance and commercialization updates that could set it apart from other quantum companies. Optimism about its products and technical progress is countered by concerns over weak price action and volatility alongside the broader quantum and tech sectors.

NextNav, Inc. engages in development of positioning, navigation, and timing solutions. Its products include NextNav Pinnacle, NextNav 3D, and NextNav TerraPoiNT. The company was founded by Ganesh Pattabiraman and Arun Raghupathy in May 2021 and is headquartered in Reston, VA.

NextNav Inc

NextNavs Q3 report, which traders say beat EPS expectations, is drawing attention as shares fell despite a generally positive reaction to the results and call. The debate remains split between near-term sellers and bulls focused on the still-pending FCC NPRM for the companys spectrum proposal.

Autonomi (ANT) is a cryptocurrency launched in 2025and operates on the Arbitrum platform. Autonomi has a current supply of 1,200,000,000 with 346,011,579 in circulation. The last known price of Autonomi is 0.03102024 USD and is up 12.83 over the last 24 hours. It is currently trading on 15 active market(s) with $148,822.58 traded over the last 24 hours. More information can be found at https://autonomi.com.

Aragon

The ticker is being confused with Anthropics heavily discussed IPO, while Aragon-specific posts focus on the projects dissolution, completed ANT redemption, and questions about token delisting or conversion. Crypto traders also mention the tokens price move, but no clear new Aragon catalyst dominates.

Zeta Global Holdings Corp. operates as a marketing technology software company, which engages in the provision of enterprises with consumer intelligence and marketing automation software. It enables its customers to target, connect and engage consumers through software that delivers marketing across all addressable channels, including email, social media, web chat, connected TV and video among others. The company was founded by David A. Steinberg and John Sculley on May 9, 2012 and is headquartered in New York, NY.

Zeta Global Holdings Corp - Ordinary Shares - Class A

Zeta Global Holdings Corp

Zetas strong quarterly earnings beat and raised guidance have driven attention, with traders citing accelerating growth, improving profitability and analyst upgrades as support for the rally. The reaction is split between bulls expecting momentum to continue and skeptics focused on volatile post-earnings trading and resistance near recent levels.

Citigroup, Inc. is a holding company, which engages in the provision of financial products and services. It operates through the following segments: Services, Markets, Banking, Wealth, U.S. Personal Banking (USPB), and All Other. The Services segment includes Treasury and Trade Solutions (TTS) which provides an integrated suite of tailored cash management, trade, and working capital solutions to multinational corporations, financial institutions and public sector organizations, and Securities Services, which offers cross-border support for clients, providing on-the-ground local market expertise, post-trade technologies, customized data solutions, and a wide range of securities services solutions that can be tailored to meet client needs. The Markets segment provides corporate, institutional, and public sector clients around the world with a full range of sales and trading services across equities, foreign exchange, rates, spread products, and commodities. The Banking segment offers Investment Banking and Corporate Lending services. The Wealth segment includes Private Bank, Wealth at Work, and Citigold and provides financial services to a range of client segments through banking, lending, mortgages, investment, custody, and trust product offerings. The USPB segment includes Branded Cards and Retail Services, which have proprietary card portfolios and co-branded card portfolios within Branded Cards, and co-brand and private label relationships within Retail Services. The All Other segment consists of activities not assigned to the reportable operating segments, including certain unallocated costs of global functions, other corporate expenses, and net treasury results. The company was founded in 1812 and is headquartered in New York, NY.

Citigroup Inc

Citigroups quarterly earnings beat expectations, but the shares faced selling despite the strong report. Traders are debating whether higher expenses and credit-loss provisions in the card business outweigh growth elsewhere, while some view the pullback as a buying opportunity near technical support.

Netlist, Inc. engages in the design, manufacture and sale of memory subsystems for the computing and communications markets. Its products include enterprise SSD, embedded flash, memory module, lightning DDR5 DIMM, SK hynix, AI server. The company was founded by Jayesh Bhakta, Chun Ki Hong and Christopher Lopes in June 2000 and is headquartered in Irvine, CA.

Netlist Inc

Netlists Q3 results and earnings call dominate discussion, with traders weighing improved profitability, margins and cash from Samsung licensing against the gap between reported results and some elevated estimates, as well as weaker sequential product sales. Many are bullish on recurring Samsung and Micron licensing revenue and growth plans, while a possible SK Hynix deal and Nasdaq uplisting remain speculation rather than confirmed developments.

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 steep correction is dominating discussion, with traders sharing bearish technical outlooks and speculating that large funds are selling; those selling claims are unconfirmed. The decline has fueled debate over whether uranium stocks are being repriced amid doubts about the timing of AI-related power demand, or whether the pullback is an opportunity given the sectors longer-term nuclear outlook.

MARA Holdings, Inc. is a digital asset technology company, which engages in mining cryptocurrencies with a focus on the Bitcoin ecosystem. It also deals with owning and operating bitcoin mining facilities or data centers, selling proprietary software or technology to third parties operating in the Bitcoin ecosystem, offering advisory and consulting services to support Bitcoin mining ventures in domestic and international jurisdictions, and generating electricity from renewable energy resources or methane gas capture to power Bitcoin mining projects. The company was founded on February 23, 2010 and is headquartered in Hallandale Beach, FL.

MARA Holdings Inc.

Marathon Digital Holdings Inc

MARAs quarterly report and announced share-repurchase authorization are driving attention, with traders welcoming debt reduction and an Exaion GPU-services contract as signs of progress beyond Bitcoin mining. Optimism is tempered by a revenue miss and concerns that larger AI/HPC leases remain unsigned, while the reported profit was boosted by Bitcoin valuation gains.

statis crypto Watchlist

Bitcoin

Ethereum

Solana

Ripple

Dogecoin

Cardano

statis IN Watchlist

Nifty 50

Nifty Bank

Reliance Industries Ltd.

Zomato Ltd.

Tata Consultancy Services

Tata Motors Ltd.

HDFC Bank Ltd.

ITC Ltd.

Adani Enterprises Ltd

Axis Bank Ltd

Bajaj Finance Ltd

statis US Watchlist

SPDR S&P 500 ETF

Apple Inc.

Tesla Inc

Microsoft Corporation

 Hey, I want to invite you to join Stocktwits. It’s the largest global community of active traders. You’ll get access to the real-time market insights, news, discussion and much more! You can sign up using my unique link below 
 


 has invited you to join Stocktwits

Strong Copper Prices Show Up in Miners' Quarterly Results Alongside New Capacity Plans

Strong Copper Prices Show Up in Miners' Quarterly Results Alongside New Capacity Plans Strong Copper Prices Show Up in Miners' Quarterly Results Alongside New Capacity PlansPR NewswireNEW YORK, Nov. 10, 2026 NEW YORK, Nov. 10, 2026 /PRNewswire/ -- Energy Metal News News Commentary- Quoted London...

Five Metals Producers Trade Higher as Gold, Silver and Copper Futures Pull Back

Five Metals Producers Trade Higher as Gold, Silver and Copper Futures Pull Back Five Metals Producers Trade Higher as Gold, Silver and Copper Futures Pull BackPR NewswireNEW YORK, Nov. 3, 2026 NEW YORK, Nov. 3, 2026 /PRNewswire/ -- US Metal News News Commentary- Gold and silver futures gave back...

Ero Copper Q3 2026 Earnings Call Transcript

Ero Copper (TSX:ERO) reported third-quarter financial results on Tuesday. The transcript from the company's third-quarter earnings call has been provided below.This transcript is brought to you by Benzinga APIs. Forread more...

Ero Copper Corp. Reveals Increase In Q3 Bottom Line

(RTTNews) - Ero Copper Corp. (ERO.TO) reported a profit for its third quarter that Increased, from the same period last year...

Ero Copper's 2027 Outlook: Leverage Down From 2.6x to 0.8x With a 24-Year Growth Project Waiting in the Wings

Key PointsThe Tucum? mine ramp-up successfully transformed the company into a high-margin copper producer...

Gold Miners in the Tropics Count Dry Months, Not Quarters

Mining calendars are usually written in quarters. Guidance covers the fiscal year, results arrive every three months, and analysts model production in neat 90-day blocks. Near the equator, the operating calendar is set by something older. Rain decides when haul roads hold up, when pits can be worked and when material moves.In northern Brazil, the swing is dramatic. Macap&#225;, the capital of Amap&#225; State, averages roughly 13 to 16 inches of rain a month from February through May, according to 30-year climate data from Brazilian forecaster Climatempo. In October, it averages about one ...

'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.

Copper Hit a Record High as Chile Posts Its Weakest Output in 19 Years

Copper Hit a Record High as Chile Posts Its Weakest Output in 19 Years Copper Hit a Record High as Chile Posts Its Weakest Output in 19 YearsPR NewswireVANCOUVER, BC, Sept. 17, 2026 US Metal News News Commentary VANCOUVER, BC, Sept. 17, 2026 /PRNewswire/ -- London Metal Exchange three-month copper...

Tuesday's ETF Movers: COPX, PPH

In trading on Tuesday, the Global X Copper Miners ETF is outperforming other ETFs, up about 5.5% on the day. Components of that ETF showing particular strength include shares of Ivanhoe Electric, up about 12.5% and shares of Ero Copper, up about 11.8% on the day.

And underperf...

Ero Copper Corp. engages in the exploration, development, and mining of mineral properties in Brazil. It also produces and sells copper, gold, silver products. The company was founded on May 16, 2016 and is headquartered in Vancouver, Canada.

Ero Copper Corp

Bullish 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

Copper Futures

QXO Inc.

Sprouts Farmers Market Inc

Zoetis Inc - Ordinary Shares - Class A

Yes, by year-end

Yes, but not this year

No, he stays as CEO

He steps down on his own

Do you think Jensen Huang will be removed as Nvidia’s ($NVDA) CEO?

Stocktwits

Do you think Jensen Huang will be removed as Nvidia’s (

Stocktwits Polls

$ERO is ranked #2 in basic materials growth. I used Stock Meadow’s scoring model to review the scores. What do you think?

john

$ERO reports earnings today after the close. I used Stock Meadow's earnings dashboard to review its history: ERO has beaten EPS estimates in 5 of its last 8 reports.

I see people selling what they can rather than what they want. I think $ERO is on sale, and $IE is an interesting coin-flip at these depressed prices depending on how much equity they have to issue. $AFMJF remains my top holding, but I recommend waiting until after the ex-dividend date to trade it.

Feed

News

Sentiment

Earnings

Fundamentals

Info

ERO Ero Copper Corp

Fundamentals

Latest ERO News