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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

Fears that post-election opposition to data-center construction and possible permitting restrictions could slow AI infrastructure spending are driving a sharp selloff in Nvidia and semiconductor stocks. Traders disagree on whether the move is an overreaction, with bulls arguing demand and projects will persist while bears see a repricing of AI growth and spending expectations.

DraftKings, Inc. is a digital sports entertainment and gaming company, which engages in the provision of online sports betting, online casino, daily fantasy sports product offerings, DraftKings Marketplace, retail sportsbook, media, and other consumer product offerings. The company was founded by Jason D. Robins, Matthew Kalish, and Paul Liberman on December 31, 2011 and is headquartered in Boston, MA.

DraftKings Inc. - Ordinary Shares - Class A

DraftKings Inc

DraftKings Q3 results missed expectations and its reduced 2026 outlook sparked a sharp selloff, with traders focusing on heavier spending and losses tied to its Predictions business. Many question managements execution and fear Kalshi and Polymarket are intensifying competition, while some argue the investment could support future growth and see the decline as an overreaction.

AppLovin Corp. engages in the development and operation of a mobile marketing platform. It offers AppDiscovery, MAX, Adjust, and SparkLabs. Its software-based platform caters to mobile application developers to improve the marketing and monetization of applications. The company was founded by Andrew Karam, John Krystynak, and Adam Foroughi in 2011 and is headquartered in Palo Alto, CA.

Applovin Corp - Ordinary Shares - Class A

Applovin Corp

AppLovins strong Q3 results, upbeat outlook and expanded buybackalongside enthusiasm for its improved AI-driven advertising modelsparked a sharp post-earnings rally. Traders celebrated the rebound and the stocks resilience amid a broad tech selloff, while others warned the surge could fade and questioned whether growth can be sustained.

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

AAOIs quarterly results beat expectations, but shares plunged as traders focused on below-consensus next-quarter revenue guidance, compressed margins and delays to its U.S. capacity expansion. Bulls point to strong data-center demand and a new hyperscaler agreement, while bears question whether the company can scale production and meet demand amid broader weakness in AI and optical stocks.

Airbnb, Inc. engages in the management and operation of an online marketplace. Its marketplace model connects hosts and guests online or through mobile devices to book spaces. The company was founded by Brian Chesky, Nathan Blecharczyk and Joseph Gebbia in 2007 and is headquartered in San Francisco, CA.

Airbnb Inc - Ordinary Shares - Class A

Airbnb Inc

Airbnbs stronger-than-expected Q3 results, raised outlook and new buyback authorization are driving attention, with traders highlighting the post-earnings rally. The reaction is divided: bulls see accelerating bookings and growth, while skeptics point to cash-flow margin pressure, valuation and broader market weakness as risks to the gains.

Cloudflare, Inc. engages in the provision of cloud-based services to secure websites. The firm offers various products for application security, performance and reliability, network services, Zero Trust, developer platform, media delivery, insights, domain registration, and consumer services. It operates through the United States and Rest of the World geographical segments. The company was founded by Matthew Prince, Michelle Zatlyn, and Lee Holloway in July 2009 and is headquartered in San Francisco, CA.

Cloudflare Inc - Ordinary Shares - Class A

Cloudflare Inc

Cloudflares quarterly results beat expectations and its raised outlook sparked a sharp after-hours rally, with traders highlighting accelerating revenue growth. The reaction is divided: bulls see stronger momentum, while skeptics point to the stocks rich valuation, margin pressure and broader market weakness.

Direxion Shares ETF Trust - Direxion Daily MU Bull 2X ETF

Direxion Daily MU Bull 2X Shares

A sharp selloff in Micron and memory-related shares has sent MUU lower, with its 2x daily leverage amplifying the move. Traders are split between buying the dip in anticipation of a rebound and warning that sector weakness and volatility could bring further losses.

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 broad semiconductor selloff as traders worry that post-election data-center regulations or delays could slow AI infrastructure spending and weaken future memory demand. The community is split between viewing the decline as an overreaction to uncertain policy and a buying opportunity, and warning that AI-capex concerns, memory-cycle risks, and bearish momentum could drive further losses.

Xeris Biopharma Holdings, Inc. is a biopharmaceutical company, which engages in developing and commercializing products across a range of therapies. Its products include Gvoke, Keveyis, and Recorlev. Gvoke is a ready-to-use liquid glucagon for the treatment of severe hypoglycemia. Keveyis is the therapy approved in the United States to treat hyperkalemic, hypokalemic, and related variants of primary periodic paralysis (PPP). Recorlev is a cortisol synthesis inhibitor approved for the treatment of endogenous hypercortisolemia in adult patients with Cushing’s syndrome. The company was founded by Steven Prestrelski in 2005 and is headquartered in Chicago, IL.

Xeris Biopharma Holdings Inc

A strong quarterly report, raised revenue outlook and accelerated expectations for Recorlevs growth sparked a sharp rally in Xeris shares. Traders were broadly celebratory, though some questioned whether the gains would hold; takeover talk also circulated but remained speculative.

Sandisk Corp. engages in the development, manufacture, and provision of storage devices and solutions based on NAND flash technology. Its products include solid state drives, memory cards, and USB flash drives. The company was founded on February 5, 2024 and is headquartered in Milpitas, CA.

Sandisk Corp

SanDisk is caught in a sharp AI and semiconductor selloff as traders worry that election-driven scrutiny or restrictions could slow data-center expansion and weaken future chip demand; the concern is speculative, not a confirmed change in projects. The community is split between expecting more liquidation and arguing the drop is an overreaction given SanDisks business and demand outlook.

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GameStop (GME) Stock Moves -3.86%: What You Should Know

GameStop (GME) closed the most recent trading day at $24.17, moving 3.86% from the previous trading session.

Michael Burry’s Substack Turns One: He Says A Year Is ‘Useless’ For Judging Skill — Here’s How His Stock Picks Have Fared 

Equity

Investing equally in Burry’s four early picks would have lost about 22%, while the S&P 500 gained nearly 11%.

Notable Monday Option Activity: GME, UPST, MSTR

Among the underlying components of the Russell 3000 index, we saw noteworthy options trading volume today in GameStop Corp (Symbol: GME), where a total of 126,294 contracts have traded so far, representing approximately 12.6 million underlying shares. That amounts to about 128...

Advance Auto Parts vs. GameStop: Do Cars or Collectibles Make for a Better Buy for 2027?

Key PointsAdvance Auto Parts leverages a vast network of stores and a significant professional installer customer base...

GameStop (GME) Stock Drops Despite Market Gains: Important Facts to Note

GameStop (GME) reached $23.9 at the closing of the latest trading day, reflecting a -3.71% change compared to its last close.

Booking vs. GameStop: Is Travel or Collectibles the Better Value Creator in Stocks?

Key PointsBooking maintains a dominant global position in travel with high net margins and significant free cash flow...

Why Are GameStop Warrants Trending Overnight?

GameStop warrants fall after hours as the company reminds holders of the Oct. 30 expiration deadline and $32 exercise price.read more...

GameStop (GME) Stock Dips While Market Gains: Key Facts

In the most recent trading session, GameStop (GME) closed at $26.44, indicating a -1.38% shift from the previous trading day.

GameStop Reminds Holders of October 30, 2026 Warrant Expiration Date

GameStop Corp. (NYSE: GME) (GameStop or the Company) today reminds holders that its warrants to purchase shares of Class A common stock (Common Stock) will expire at 5:00 p.m., New York City time, on October 30, 2026. Each warrant is exercisable for one share of Common Stock at an exercise price of...

AAPL, TSLA, NFLX, GME, RKLB: Why Retail Traders Couldn’t Take Their Eyes Off These Stocks Last Week 

Developments across technology, entertainment, retail investing, and the commercial space industry drew interest last week. 

GameStop Corp. engages in offering games and entertainment products through its ecommerce properties and stores. The firm’s stores and ecommerce sites operate primarily under the names GameStop, EB Games, and Micromania. It operates through the following geographical segments: United States, Canada, Australia, and Europe. The company was founded by Daniel A. DeMatteo in 1996 and is headquartered in Grapevine, TX.

Gamestop Corporation - Ordinary Shares - Class A

Bearish Sentiment

<ul class="summary-bullets"><li>Michael Burry marked his Substack’s anniversary month by saying one year is too short to judge investment skill.</li><li>Nvidia, Palantir, Oracle and Micron fell after his bearish positions became public, but his options returns remain unclear.</li><li>Veeva nearly doubled, driving most of the gains across his three software picks.</li></ul><p>“The Big Short” investor Michael Burry urged readers to look beyond a single year of returns as his Substack entered its first anniversary month, with his public stock calls revealing steep declines in several early picks and a software winner that nearly doubled.</p><p>The investor known for predicting the 2008 housing crash says one year is too short to assess investment skills.&nbsp;“1 year is a useless measure of investment skill. It’s not close to long enough,” Burry&nbsp;<a class="st-link-external" target="_blank" rel="noopener noreferrer nofollow" href="https://substack.com/@michaeljburry/note/c-377210122">said</a> in an anniversary message for Cassandra Unchained. “We should all cut ourselves some slack for what has gone right and wrong over the last year.”&nbsp;</p><h2 class="st-heading-2"><strong>Burry's Four Early Stock Picks Trail The S&amp;P500&nbsp;</strong></h2><p>Burry’s earliest picks have put his call for patience to the test. At around the time of the newsletter’s launch, he named <a class="mention" data-mention="$LULU" data-symbol-id="LULU" href="https://stocktwits.com/symbol/LULU" target="_blank">Lululemon Athletica</a> (LULU), Molina Healthcare (MOH), Shift4 Payments (FOUR) and Fannie Mae (FNMA) as long-term holdings.</p><p>“These are all 3-5 year holds minimum,” he said in late November last year. Someone who invested $10,000 equally across the four stocks — $2,500 in each — and held them throughout would have about $7,796 left, marking a loss of 22%. Over the same period, the S&amp;P 500 gained about 11%, turning $10,000 into nearly $11,070.</p><p>Molina’s gains helped limit the losses, while Lululemon, Shift4 and Fannie Mae fell an average of 43%.</p><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col></colgroup><tbody><tr><td>Stock or benchmark</td><td>Price change</td></tr><tr><td>Lululemon</td><td>-40.7%</td></tr><tr><td>Molina Healthcare</td><td>40.5%</td></tr><tr><td>Shift4 Payments</td><td>-40%</td></tr><tr><td>Fannie Mae common shares</td><td>-47.9%</td></tr><tr><td>S&amp;P 500</td><td>10.7%</td></tr><tr><td>Nasdaq Composite</td><td>8.4%</td></tr></tbody></table></figure></div><p>Note: Stock performance is measured from when Burry's positions became public, not from when he bought the shares. Actual options returns may differ and cannot be calculated from share-price movements alone.&nbsp;</p><h2 class="st-heading-2"><strong>Burry’s Bets Against AI: Nvidia, Palantir, Oracle, Micron</strong></h2><p>Burry’s bets against the AI boom targeted Nvidia (NVDA), Palantir Technologies (PLTR), Oracle (ORCL) and Micron Technology (MU).</p><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col><col></colgroup><tbody><tr><td>Stock or ETF</td><td>Date Burry’s Position Became Public</td><td>Price change</td></tr><tr><td>Nvidia</td><td>2025-11-03</td><td>-2.30%</td></tr><tr><td>Palantir</td><td>2025-11-03</td><td>-13.90%</td></tr><tr><td>Oracle</td><td>2026-01-09</td><td>-39.90%</td></tr><tr><td>Micron</td><td>2026-07-02</td><td>-14.60%</td></tr><tr><td>Invesco QQQ Trust</td><td>2026-04-23</td><td>4.60%</td></tr></tbody></table></figure></div><p>Scion’s filing last November revealed Nvidia and Palantir puts—options that can gain value when shares fall. The Palantir position’s reported $912.1 million value caused confusion as it represented the underlying shares, rather than his spending. “I spent $9,200,000, not $912,000,000,” Burry clarified.</p><p>He later disclosed Oracle puts in January, questioning its costly cloud expansion, and a Micron short in July. All four stocks have fallen since Burry’s positions became public, but that alone does not prove his options made money. For example, his original Palantir contracts needed the stock to fall to $48.16 to break even at expiration in 2027, which is about 73% below Monday’s close. He later changed the positions, leaving their current returns unclear.</p><p>His other bearish trades were mixed. In August, he closed losing semiconductor ETF puts, increased QQQ puts and took profits on Tesla and Applied Materials shorts. “Quick sizable short sale gains are gift horses in this market,” he said. Meanwhile, QQQ has risen 4.6% since late April, showing why declines in individual stocks do not necessarily mean Burry’s broader bearish bets paid off.&nbsp;</p><h2 class="st-heading-2"><strong>Veeva Leads Gains In Burry’s Software Picks</strong></h2><p>Burry saw an opportunity in software even as he bet against the AI boom, buying shares hit by credit-related concerns.</p><p>In April, he disclosed purchases of Adobe (ADBE), Autodesk (ADSK) and Veeva Systems (VEEV). “Today I committed to a low normal position in each of ADBE and ADSK,” he said at the time.&nbsp;</p><div><figure class="table"><table class="ck-table-resized"><colgroup><col><col></colgroup><tbody><tr><td>Stock or benchmark</td><td>Price change</td></tr><tr><td>Veeva Systems</td><td>93.8%</td></tr><tr><td>Autodesk</td><td>13.5%</td></tr><tr><td>Adobe</td><td>4.7%</td></tr><tr><td>Equal-weight software basket</td><td>37.3%</td></tr><tr><td>S&amp;P 500</td><td>9.5%</td></tr><tr><td>Nasdaq Composite</td><td>8.5%</td></tr></tbody></table></figure></div><p>Veeva was the clear winner, nearly doubling and accounting for about 84% of the gain from investing equally in the three stocks. Adobe and Autodesk gained an average of 9.1%, slightly below the S&amp;P 500.</p><h2 class="st-heading-2"><strong>How Burry’s Payments Picks Fared — And Why He Is Still Bullish</strong></h2><p>Burry’s payments picks delivered mixed results, with PayPal’s gains largely canceled out by Fiserv’s decline.</p><p>In April, he disclosed a new PayPal (PYPL) position alongside an existing Fiserv (FISV) holding. Since that update, PayPal has risen 18.6%, while Fiserv has fallen 15.3%. Someone who split their investment equally between the two would have gained about 1.7%, compared with 7.4% for the S&amp;P 500 and 4.8% for the Nasdaq through Monday.&nbsp;</p><p>But he sees a fresh catalyst. In his latest update, Burry argued that reported takeover interest in Global Payments (GPN) could highlight the value of other payments companies.&nbsp;Applying similar buyout assumptions, he estimated Fiserv could command $100-$120 per share from a buyer taking control.&nbsp;</p><p>“Fiserv is far more profitable, only slightly more costly as an acquisition target, and has better assets, relative to Global Payments,” he said. He maintained a full Fiserv position and still calls PayPal as a “Fat Pitch” in the $50s.</p><h2 class="st-heading-2"><strong>How Burry’s Beaten-Down Stock Picks Have Performed</strong></h2><p>Burry also bought beaten-down stocks outside tech and payments. MercadoLibre (MELI) and Zoetis (ZTS) have gained about 6% and 7%, respectively, since his May update.</p><p>HCA Healthcare (HCA) delivered a stronger rebound. In June, Burry argued that expiring enhanced Obamacare subsidies could hurt weaker rivals more, giving the hospital operator opportunities to buy competitors. “Anything that hurts HCA hurts its competitors more and creates M&amp;A opportunities. It all works out in the end,” he said.</p><p>HCA has since risen nearly 25%, compared with a 2% S&amp;P 500 gain and a 2% Nasdaq decline through Monday. Sprouts Farmers Market (SFM) went the other way, falling nearly 39% since Burry disclosed adding shares in July. He later switched from shares to long-dated call options.</p><p>Burry has said he generally waits for a stock to fall 20% below his purchase price before buying more, though trading volume can prompt an earlier move.&nbsp;</p><h2 class="st-heading-2"><strong>Why Burry Exited GameStop, DraftKings And Flutter</strong></h2><p>Nevertheless, Burry’s call for patience did not stop him from changing course. He disclosed GameStop (GME) purchases in January, backing Ryan Cohen’s ability to turn its cash into a broader collection of businesses. But GameStop’s proposed eBay acquisition changed his view.</p><p>By May, Burry had sold his entire position, saying the potential debt burden conflicted with his original investment case. GameStop shares fell less than 1% between his purchase disclosure and exit report, while the S&amp;P 500 gained about 4%.</p><p>His bets on DraftKings (DKNG) and Flutter Entertainment (FLUT) were also short-lived. He bought both in July, expecting regulation to curb competition from prediction markets. In August, he sold DraftKings and more than doubled his Flutter holding, adding shares at an average price in the high $90s. By September, he had sold Flutter too, putting most of the proceeds into Lululemon below $100.</p><p>DraftKings fell about 20% between his purchase disclosure and exit report, while Flutter declined 10%.&nbsp;</p><h2 class="st-heading-2"><strong>How Tax Sales And Options Changed Burry’s Holdings</strong></h2><p>Last month, Burry reshuffled several holdings to claim tax losses and change how he placed his bets. He sold Lululemon at a loss and temporarily replaced it with Deckers Outdoor (DECK). He also sold Fannie Mae common shares and moved the proceeds into Freddie Mac (FMCC).</p><p>By then, Lululemon and Fannie had fallen about 49% and 57%, respectively, since late November last year. Both later recovered some ground, while Deckers gained about 6% from the October update through Monday.</p><p>Burry later shifted into Fannie and Freddie junior preferred shares, a different class of stock. He also held concentrated bets against the Nasdaq-100 and semiconductor stocks through put options. Meanwhile, he sold call options against his Veeva shares, potentially capping further gains, and replaced his Zoetis and Sprouts shares with long-dated calls.&nbsp;</p><p><i>For updates and corrections, email newsroom[at]stocktwits[dot]com.</i></p><p>Read Next:&nbsp;<a href="https://stocktwits.com/news-articles/markets/equity/ibrx-stock-founder-sepsis-push-unstoppable-trials-near-teases-nantx/cNGQr0TR952">IBRX Stock Climbs Overnight: Founder Calls Sepsis Push ‘Unstoppable’ As Trials Near — Teases NantX After Crypto Heist&nbsp;</a></p>

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

Michael Burry’s Substack Turns One: He Says A Year Is ‘Useless’ For Judging Skill — Here’s How His Stock Picks Have Fared

Fiserv, Inc.

GameStop Corp

Lululemon Athletica Inc

Molina Healthcare Inc

Oracle Corp.

Palantir Technologies Inc

PayPal Holdings Inc

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Fundamental analysis looks at earnings, valuation, and business quality, while technical analysis focuses on chart patterns, price action, and indicators, and many investors blend the two. How do you decide what to buy: fundamentals or technicals? Vote and explain your reasoning in the comments.

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Retail investors are intensely focused on a November 5th timeline, referencing historical cues to anticipate potential short squeeze catalysts.

Traders are closely monitoring GME's unrealized gains from its eBay investment, fueling speculation about a potential merger or strategic partnership.

The GME community is actively debating whether current downward price pressure is a broader market-wide fallout or targeted institutional manipulation.

Speculation continues regarding high short interest and borrow fees, with investors holding out hope for a margin call-driven parabolic move.

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