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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

A quarterly earnings beat, raised outlook and record AI-compute backlogalongside managements emphasis on customer prepayments and contract-backed financingsparked an after-hours rebound and widespread short-squeeze chatter. Bulls see strong demand and improved financing prospects, while skeptics remain concerned about heavy debt, interest costs, capital spending and the path to sustained 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.

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

Attention is heavily muddied by Anthropic IPO chatter mistakenly tagged to Aragons ANT token. The Aragon-specific discussion centers on the projects dissolution and completed token-redemption initiative, with holders unsure about conversion or exchange availability; other posts are mostly speculative trading reactions.

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 conference call are driving attention, with traders debating the shift to recurring Samsung and Micron licensing revenue and the stronger balance sheet against an apparent estimates miss caused partly by amortizing Samsungs upfront fee over the agreement term. Bullish traders point to higher expected Q4 revenue, while skeptics cite lower product sales and the lack of a confirmed SK Hynix deal or Nasdaq uplisting.

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 earnings report and conference call are driving immediate discussion, with traders noting an EPS beat but reacting to the share-price decline and debating whether the call offered meaningful progress. Many see the pending FCC rulemaking on the companys spectrum as the more important catalyst, while the bullish SpaceX-related thesis remains speculative and others point to regulatory delays and downside risk.

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.

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.

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-than-expected quarterly update and narrowed production outlook, amid Cigar Lake operating setbacks, are driving a sharp selloff and bearish discussion about further downside. Some traders see the decline as an opportunity, arguing that firm uranium-market fundamentals and longer-term nuclear demand remain intact.

Rocket Lab Corp. engages in the development of rocket launch and control systems for the space and defense industries. It operates through the Launch Services and Space Systems segments. The Launch Services segment provides launch services to customers on a dedicated mission or ride-share basis. The Space Systems segment consists of spacecraft engineering and design services, spacecraft components, spacecraft manufacturing, and on-orbit mission operations. The company was founded by Peter Beck in 2006 and is headquartered in Long Beach, CA.

Rocket Lab Corp.

Rocket Lab USA Inc

Rocket Labs quarterly resultsstrong revenue and backlog growth but a wider-than-expected loss and Neutrons first launch pushed to 2027are driving the discussion. Traders are split between viewing the demand and backlog as evidence of growth and worrying about execution delays, ongoing losses, and dilution; shares have rebounded after the initial post-earnings selloff.

Microsoft Corp. engages in the development and support of software, services, devices, and solutions. It operates through the following segments: Productivity and Business Processes, Intelligent Cloud, and More Personal Computing. The Productivity and Business Processes segment is composed of products and services relating to productivity, communication, and information services such as Office Commercial, Office Consumer, LinkedIn, and Dynamics business solutions. The Intelligent Cloud segment consists of public, private, and hybrid server products and cloud services for businesses and developers, as well as enterprise and partner services. The More Personal Computing segment refers to products and services including Windows operating system, Windows cloud services, Surface, HoloLens, personal computer accessories, Xbox hardware, Xbox Cloud Gaming, Microsoft News, and Microsoft Edge. The company was founded by Paul Gardner Allen and William Henry Gates, III in 1975 and is headquartered in Redmond, WA.

Microsoft Corporation

Microsoft Corp

Anthropics new Claude workplace tools, including a spreadsheet product positioned against Excel, have raised concerns that Microsofts Office and Copilot franchises face stronger competition. Traders debate whether the threat is material or overstated given Microsofts entrenched enterprise ecosystem.

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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?

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

Current Price	$30.67
Prev Close	$31.32
Open	$30.39
Dividend Yield	0.00%
50-Day Moving Average	$34.20
Beta	1.76
Avg. Volume	1.3M
PE Ratio	8.17

52-Week High	$40.83
52-Week Low	$20.61
Market Capitalization	$3.2B
EPS (Annual)	$2.54
Price to Book	2.40
Revenue Per Employee	N/A

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