SPDR Dow Jones Industrial Average ETF

SPDR S&P 500 ETF Trust

Invesco QQQ Trust Series 1

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

A sharp broad-market selloff, with traders linking pressure to fears that post-midterm AI regulation could slow data-center investment and weighing broader tech and semiconductor weakness, is dominating SPY discussion. Bears warn of further downside, while dip buyers call the drop overdone and look for a rebound.

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 steep selloff is tied to broader AI and semiconductor weakness as traders fear the election outcome could bring tighter restrictions or delays for data-center construction, threatening the pace of AI infrastructure spending. The community is split between viewing the drop as panic and a buying opportunity and worrying that slower buildout could expose an AI-investment bubble.

Invesco QQQ Trust Series 1 - Invesco QQQ Trust Series 1

QQQ is under heavy selling pressure as traders worry that political pushback against data centers could slow AI infrastructure spending, adding to concerns that the AI trade is overvalued and vulnerable to forced selling. The community is split between seeing a deeper AI-led unwind and viewing the drop as an overreaction that may draw dip buyers.

Direxion Shares ETF Trust - Direxion Daily Semiconductor Bull 3X ETF

Direxion Daily Semiconductor Bull 3X Shares

A sharp semiconductor and tech selloff, amid fears that AI infrastructure spending could slow and speculation about political pushback on data centers, has hammered the 3x leveraged SOXL fund. Traders debate whether the drop signals an AI-bubble unwind or an overreaction, while many try to buy the dip and others warn of further losses amplified by leverage.

The Wendy’s Co. engages in operating, developing, and franchising a system of quick-service restaurants. It operates through the following segments: Wendy’s U.S., Wendy’s International, and Global Real Estate and Development. The Wendy’s U.S. segment includes the operation and franchising of Wendy’s restaurants in the U.S. The Wendy’s International segment is involved in the operation and franchising of Wendy’s restaurants in countries and territories other than the U.S. The Global Real Estate and Development segment focuses on real estate activity for owned sites and sites leased from third parties. The company was founded by R. David Thomas on November 15, 1969 and is headquartered in Dublin, OH.

Wendy`s Co - Ordinary Shares - Class A

Wendy's Co

Wendys rejection of Trian Partners takeover proposal and adoption of a limited-duration shareholder rights plan dominate discussion, with many traders calling the bid too low and hoping for a higher offer. Others question the companys weak sales and turnaround prospects, while speculation about a short squeeze remains prominent.

Applied Optoelectronics, Inc. engages in the design and manufacture of optical communications products. Its products include optical devices, such as laser diodes, photodiodes, related modules and circuitry, and equipment for applications in fiber-to-the-home, cable television, point to point communications, and wireless. The company was founded by Chih Hsiang Lin on February 28, 1997 and is headquartered in Sugar Land, TX.

Applied Optoelectronics Inc

A steep selloff ahead of the earnings report has put AAOIs results and outlook at the center of discussion, amid broader worries about AI infrastructure spending and photonics stocks. Traders are split between buying the pullback in anticipation of strong results and expecting further losses if the report or guidance disappoints.

IREN Ltd. is a vertically integrated data center business powering the future of Bitcoin, AI and beyond with renewable energy. It is strategically located in renewable-rich, fiber-connected regions across the US and Canada. IREN’s large-scale, grid-connected facilities are purpose-built for the next generation of power-dense computing applications. The company was founded by Daniel Roberts and William Roberts on November 6, 2018, and is headquartered in Sydney, Australia.

IREN Ltd.

IREN Limited

IREN is drawing attention ahead of its quarterly report, with traders focused on reported delays at its Texas data-center buildout tied to Microsoft and whether management can offer credible execution and guidance. Bearish traders fear further weakness amid pressure on AI infrastructure stocks and political uncertainty, while bulls argue the selloff is overdone and hope for reassuring results.

Micron Technology, Inc. engages in the provision of innovative memory and storage solutions. It operates through the following segments: Cloud Memory Business Unit (CMBU), Core Data Center Business Unit (CDBU), Mobile and Client Business Unit (MCBU), and Automotive and Embedded Business Unit (AEBU). The CMBU segment focuses on memory solutions for large hyperscale cloud customers and High-Bandwidth Memory for all data center customers. The CDBU segment is involved in memory solutions for mid-tier cloud, enterprise, and OEM data center customers and storage solutions for all data center customers. The MCBU segment focuses on memory and storage solutions for the mobile and client segments. The AEBU segment is involved in memory and storage solutions for the automotive, industrial, and consumer segments. The company was founded by Ward D. Parkinson, Joseph Leon Parkinson, Dennis Wilson, and Doug Pitman on October 5, 1978 and is headquartered in Boise, ID.

Micron Technology Inc.

Micron Technology Inc

Micron is caught in a sharp semiconductor selloff as traders worry that new AI regulation and possible data-center restrictions could slow infrastructure spending and chip demand. The community is split between dip buyers citing persistent memory demand and strong fundamentals, and bears expecting further declines amid AI-trade fears and forced selling.

Advanced Micro Devices, Inc. engages in the semiconductor business. Its products include processors, accelerators, graphics, adaptive SoCs, FPGAs, and SOMs, and software, tools, and apps. The firm offers artificial intelligence, industries, workloads, and gaming solutions. The company was founded by W. J. Sanders III on May 1, 1969 and is headquartered in Santa Clara, CA.

Advanced Micro Devices Inc.

Advanced Micro Devices Inc

AMD is caught in a sharp semiconductor and AI-stock selloff as traders worry that a Democratic sweep and potential data-center restrictions could slow AI infrastructure spending, despite the companys strong results and outlook. The community is split between dip buyers who see the decline as an overreaction and bears who warn that AI spending may cool and valuations remain stretched.

Vanguard Index Funds - Vanguard S&P 500 ETF

Vanguard S&P 500 ETF

A sharp broad-market selloff has put VOO in focus, with traders attributing the drop to political uncertainty and a possible unwind in AI and technology stocks. Reactions are split between dip-buyers and investors warning of a deeper downturn.

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Freddie Mac (FMCC) Upgraded to Strong Buy: Here's What You Should Know

Freddie Mac (FMCC) has been upgraded to a Zacks Rank #1 (Strong Buy), reflecting growing optimism about the company's earnings prospects. This might drive the stock higher in the near term.

Michael Burry Points To Recent Court Ruling And 2027–28 Ownership Review As ‘Good News’ For Fannie And Freddie

Equity

Earlier in October, Burry sold his Fannie and Freddie common shares and bought junior preferred shares. 


Michael Burry Flags ‘Bull Trap’ Risk, Holds Back On New Shorts — Why Trump’s Fannie-Freddie Call Matters To His Portfolio 

Puts make up about 10% of Burry's portfolio and long positions and LEAPS account for most of the rest, with minimal cash.

Why Michael Burry Is Swapping Fannie Mae, Freddie Mac Common Stock For Preferred Shares 

Michael Burry said in a Substack post over the weekend that a potential conversion of the U.S. Treasury’s $388 billion senior preferred stock into common shares would dilute the shares. 

Michael Burry Sees The Following Stocks At Most Risk Ahead Of Tax Loss Harvesting Season

Famed "Big Short" investor highlights his tax-loss harvesting strategy towards holdings with downside pressure across retail and financial sectors, and Chinese equities.

FNMA, FMCC Stocks Have ‘No Support Anywhere Near Here,’ Says Michael Burry: 'Clearly Fallen Into That News Desert'

‘The Big Short’ Investor Michael Burry said in a comment on Substack chat that Federal National Mortgage Association and Freddie Mac do not have support anywhere near current prices. 

FNMA, FMCC Head For September Slump As Analyst Cuts Targets On Privatization Doubts: Retail’s Losing Faith Too 

Keefe Bruyette lowered the price target on Fannie Mae to $3.50 from $6.25 and maintained an ‘Underperform’ rating on the shares. 

‘Big Short’ Investor Michael Burry Says Housing Is 'Creaking' — But He's Betting On Fannie And Freddie Anyway

Burry considered adding shares but is waiting for momentum traders to exit before the stocks stabilize.

From Freddie Mac to Zoetis: Burry’s Five Buys and Chip Short

Burry added to long positions in Freddie Mac, Mercado Libre, lululemon, Fiserv and Zoetis while shorting more SOXX and buying additional March 2027 puts.


Michael Burry Just ‘Shorted Micron’ — Why He Says AI-Fueled Rally Has Pushed MU Into Bubble Territory

The ‘Big Short’ investor says Micron’s valuation, technical setup and cyclical history point to significant downside after its AI-driven rally.

Freddie Mac reported 3Q 2026 net revenues of $6.8B, up 19% year-over-year, net income of $3.2B, up 17%, and a mortgage portfolio of $3.7T.

Freddie Mac reported higher credit-loss provisions as delinquency rates rose, Multifamily new business activity fell amid higher mortgage rates, and conservatorship persists alongside a rising preferred-stock liquidation preference.

Freddie Mac reported higher revenues and net income, began accepting VantageScores credit scoring model by all lenders, and financed 420,000 households with affordable loans and first-time buyers.

Freddie Mac engages in the provision of housing finance system solutions. It operates through the Single-Family and Multifamily segments. The Single-Family segment is involved in purchase, securitization, and guarantee of single-family loans, investments, and management of single-family mortgage credit risk and market risk. The Multifamily segment focuses on purchase, securitization, and guarantee of multifamily loans, investments, securities, and management of multifamily mortgage credit risk and market risk. The company was founded on July 24, 1970 and is headquartered in McLean, VA.

Federal Home Loan Mortgage Corp

Bullish Sentiment

<ul class="summary-bullets"><li>Fannie Mae closed up roughly 9%, and Freddie Mac gained about 8% on Tuesday after Michael Burry called recent court and policy developments “good news.”</li><li>Treasury Secretary Scott Bessent said on Tuesday that the administration expects to address Fannie and Freddie’s ownership structure next year or the year after, with the priority of not widening mortgage spreads.</li><li>Fannie and Freddie have remained under government conservatorship since the 2008 financial crisis.</li></ul><p><br>‘The Big Short’ investor Michael Burry on Tuesday highlighted recent court wins for Fannie and Freddie shareholders and comments from Treasury Secretary Scott Bessent about eventually resolving the companies’ ownership structure as ‘good news’ for the two firms.</p><p>Fannie Mae (<a class="mention" data-mention="$FNMA" data-symbol-id="FNMA" href="https://stocktwits.com/symbol/FNMA" target="_blank">FNMA</a>) closed up roughly 9%, while Freddie Mac (FMCC) posted 8% gains. The moves came as Burry pointed to two developments he described as positive for the government-sponsored enterprises that dominate the U.S. mortgage market.</p><h2 class="st-heading-2">Court Affirms Big Shareholder Award</h2><p>In July, the U.S. Court of Appeals for the D.C. Circuit upheld a jury verdict favoring Fannie and Freddie shareholders. The appeals court affirmed a judgment of about $812 million, including interest, against the Federal Housing Finance Agency. Shareholders had argued that the 2012 “net worth sweep,” which directed the companies’ profits to the Treasury, violated their rights. The appellate ruling rejected the government’s key arguments and preserved the trial win.</p><p>Earlier this month, the U.S. Court of Appeals for the D.C. Circuit declined the Federal Housing Finance Agency’s request for a full-court rehearing, leaving in place the July decision.</p><h2 class="st-heading-2">Bessent Signals Ownership Review Ahead</h2><p>Burry also flagged recent remarks from Bessent. The Treasury secretary said in an <a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://www.youtube.com/watch?v=a3tbSNWI__Q">interview</a> with 2WAY media platform earlier on Tuesday that the administration expects to address the ownership structure of Fannie and Freddie next year or the year after. He stressed that any steps would be guided by a clear priority: keeping the spread between agency mortgage rates and Treasury yields from widening, so that borrowing costs for homebuyers do not rise.</p><p>Fannie and Freddie have remained under government conservatorship since the 2008 financial crisis.</p><h2 class="st-heading-2">Burry’s Recent Trade On The Stocks</h2><p>Earlier in October, Burry said he had sold his common shares of Fannie and Freddie after the stocks erased nearly all their post-election gains and formed a large head-and-shoulders chart pattern that, in his view, pointed toward “worthless stock.” He simultaneously bought several series of the companies’ junior preferred shares. He argued that the preferreds sit higher in the capital structure and would fare better than common stock if the Treasury converts its roughly $388 billion senior preferred claim into common equity—an outcome he said could dilute existing common shareholders by at least 90%.</p><h2 class="st-heading-2">How Did FNMA, FMCC Retail Traders React?</h2><p>On Stocktwits, retail sentiment around FMCC and FNMA was in 'extremely bullish' territory at the time of writing, coupled with 'high' message volume.</p><p>While FNMA has dropped 65% year-to-date, FMCC has dropped 67%.&nbsp;</p><p>Read More: <a href="https://stocktwits.com/news-articles/markets/equity/space-x-tesla-form-independent-committees-to-explore-merger-elon-musk-says-deal-not-a-certainty/cZxABS0RBHQ">SpaceX, Tesla Form Independent Committees To Explore Merger: Elon Musk Says Deal ‘Not A Certainty’</a></p><p>For updates and corrections, email newsroom[at]stocktwits[dot]com.</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)

Earlier in October, Burry sold his Fannie and Freddie common shares and bought junior preferred shares. 

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